WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 18, 2016

Total Value ($000): $509,472 (100.0% shares, 0.0% debt)

Holdings (141)

ADP Automatic Data Processing 4.6%
Value ($000) $23,688 Shares 257,481 Est. Cost $45.45 Unrealized +57.9%
TJX TJX Companies 3.5%
Value ($000) $17,989 Shares 233,625 Est. Cost $21.34 Unrealized +56.2%
ECL Ecolab 3.4%
Value ($000) $17,415 Shares 146,348 Est. Cost $74.34 Unrealized +41.1%
MA MasterCard 3.2%
Value ($000) $16,436 Shares 186,772 Est. Cost $70.99 Unrealized +27.1%
CL Colgate-Palmolive 3.1%
Value ($000) $16,024 Shares 219,511 Est. Cost $44.45 Unrealized +28.0%
SYK Stryker 3.1%
Value ($000) $15,777 Shares 131,474 Est. Cost $60.46 Unrealized +66.0%
KO Coca-Cola 2.9%
Value ($000) $14,554 Shares 323,416 Est. Cost $27.85 Unrealized +19.6%
NKE NIKE 'B' 2.8%
Value ($000) $14,511 Shares 263,839 Est. Cost $42.01 Unrealized +19.8%
XOM ExxonMobil 2.8%
Value ($000) $14,507 Shares 154,325 Est. Cost $53.77 Unrealized +7.6%
JNJ Johnson & Johnson 2.8%
Value ($000) $14,427 Shares 119,233 Est. Cost $60.16 Unrealized +44.7%
MKC McCormick & Co. 2.6%
Value ($000) $13,427 Shares 125,490 Est. Cost $28.25 Unrealized +43.9%
CHD Church & Dwight 2.5%
Value ($000) $12,880 Shares 125,050 Est. Cost $26.53 Unrealized +60.5%
AAPL Apple, Inc. 2.2%
Value ($000) $11,057 Shares 115,178 Est. Cost $18.28 Unrealized +23.7%
FISV Fiserv 2.1%
Value ($000) $10,817 Shares 99,235 Est. Cost $25.30 Unrealized +103.4%
MCD McDonald's 2.1%
Value ($000) $10,682 Shares 89,017 Est. Cost $71.80 Unrealized +38.1%
Celgene 1.8%
Value ($000) $9,067 Shares 91,590 Est. Cost $101.18 Unrealized
ABT Abbott Labs 1.8%
Value ($000) $9,054 Shares 232,160 Est. Cost $29.43 Unrealized +13.3%
PG Procter & Gamble 1.8%
Value ($000) $9,048 Shares 106,448 Est. Cost $55.00 Unrealized +15.1%
PEP PepsiCo 1.7%
Value ($000) $8,573 Shares 80,881 Est. Cost $56.34 Unrealized +36.8%
ABBV AbbVie 1.7%
Value ($000) $8,566 Shares 138,163 Est. Cost $26.55 Unrealized +54.3%
Stericycle 1.6%
Value ($000) $8,324 Shares 80,037 Est. Cost $112.40 Unrealized
Walgreens Boots Alliance 1.5%
Value ($000) $7,891 Shares 95,078 Est. Cost $76.00 Unrealized
United Technologies 1.4%
Value ($000) $6,900 Shares 66,992 Est. Cost $94.07 Unrealized
MSFT Microsoft 1.3%
Value ($000) $6,773 Shares 132,800 Est. Cost $26.70 Unrealized +72.2%
FDS FactSet Research Systems 1.3%
Value ($000) $6,712 Shares 41,691 Est. Cost $92.24 Unrealized +51.7%
INTU Intuit 1.2%
Value ($000) $6,317 Shares 56,401 Est. Cost $55.80 Unrealized +74.3%
DHR Danaher 1.2%
Value ($000) $5,860 Shares 58,019 Est. Cost $25.78 Unrealized +55.4%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $5,693 Shares 56,929 Est. Cost $23.35 Unrealized +39.3%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,261 Shares 46,560 Est. Cost $80.68 Unrealized +23.8%
IDXX IDEXX Labs 1.0%
Value ($000) $5,001 Shares 53,776 Est. Cost $61.57 Unrealized +39.5%
RHHBY Roche Holding Ltd ADR 1.0%
Value ($000) $4,864 Shares 147,390 Est. Cost $49.05 Unrealized
GILD Gilead Sciences 0.9%
Value ($000) $4,819 Shares 58,058 Est. Cost $55.92 Unrealized +12.2%
SYY Sysco Corp. 0.9%
Value ($000) $4,715 Shares 92,457 Est. Cost $24.40 Unrealized +54.4%
NEE NextEra Energy 0.9%
Value ($000) $4,574 Shares 35,188 Est. Cost $19.29 Unrealized +21.8%
Praxair 0.9%
Value ($000) $4,406 Shares 39,344 Est. Cost $116.25 Unrealized
SBUX Starbucks 0.8%
Value ($000) $4,224 Shares 74,104 Est. Cost $38.28 Unrealized +21.3%
PFF iShares S&P US Pfd 0.8%
Value ($000) $4,179 Shares 104,475 Est. Cost $39.46 Unrealized
QCOM QUALCOMM 0.8%
Value ($000) $4,143 Shares 76,726 Est. Cost $46.43 Unrealized -13.2%
ITW Illinois Tool Works 0.8%
Value ($000) $4,020 Shares 38,654 Est. Cost $50.91 Unrealized +63.6%
NVO Novo Nordisk ADR 0.8%
Value ($000) $3,964 Shares 73,406 Est. Cost $68.55 Unrealized
BR Broadridge Financial Solutions 0.8%
Value ($000) $3,913 Shares 60,198 Est. Cost $39.38 Unrealized +33.3%
VZ Verizon Communications 0.7%
Value ($000) $3,679 Shares 65,691 Est. Cost $27.13 Unrealized +16.0%
TSCO Tractor Supply Company 0.7%
Value ($000) $3,677 Shares 40,410 Est. Cost $15.07 Unrealized +6.3%
USB US Bancorp 0.7%
Value ($000) $3,513 Shares 87,824 Est. Cost $22.53 Unrealized +29.5%
CVS CVS Health 0.7%
Value ($000) $3,448 Shares 35,915 Est. Cost $56.25 Unrealized +32.5%
PAYX Paychex 0.7%
Value ($000) $3,316 Shares 55,270 Est. Cost $25.79 Unrealized +55.8%
LLY Lilly, Eli 0.6%
Value ($000) $3,267 Shares 41,350 Est. Cost $42.21 Unrealized +51.8%
DIS Disney, Walt 0.6%
Value ($000) $3,241 Shares 33,074 Est. Cost $84.43 Unrealized +9.2%
AMT American Tower 'A' 0.6%
Value ($000) $3,100 Shares 27,190 Est. Cost $73.42 Unrealized +14.1%
MRK Merck 0.6%
Value ($000) $2,919 Shares 50,328 Est. Cost $40.15 Unrealized -1.6%
T AT&T 0.6%
Value ($000) $2,917 Shares 67,834 Est. Cost $11.42 Unrealized +32.3%
APD Air Products 0.5%
Value ($000) $2,699 Shares 19,007 Est. Cost $61.75 Unrealized +69.9%
WMT Wal-Mart Stores 0.5%
Value ($000) $2,594 Shares 35,529 Est. Cost $19.98 Unrealized -2.3%
Weingarten Realty 0.5%
Value ($000) $2,568 Shares 62,623 Est. Cost $34.53 Unrealized
CDK Global Inc. 0.5%
Value ($000) $2,510 Shares 45,637 Est. Cost $53.99 Unrealized
HP Helmerich & Payne 0.5%
Value ($000) $2,484 Shares 37,072 Est. Cost $62.73 Unrealized -1.5%
General Electric 0.5%
Value ($000) $2,458 Shares 79,297 Est. Cost $23.23 Unrealized
LOW Lowe's 0.5%
Value ($000) $2,352 Shares 29,775 Est. Cost $32.88 Unrealized +97.1%
BCPC Balchem 0.4%
Value ($000) $2,278 Shares 37,960 Est. Cost $48.33 Unrealized +20.0%
CSCO Cisco Systems 0.4%
Value ($000) $2,276 Shares 78,469 Est. Cost $15.33 Unrealized +36.1%
PM Philip Morris Int'l 0.4%
Value ($000) $2,232 Shares 21,879 Est. Cost $49.57 Unrealized +23.9%
EMR Emerson Electric 0.4%
Value ($000) $2,229 Shares 42,861 Est. Cost $39.72 Unrealized +4.6%
MMM 3M Company 0.4%
Value ($000) $2,191 Shares 12,521 Est. Cost $66.30 Unrealized +54.5%
UNP Union Pacific 0.4%
Value ($000) $2,149 Shares 24,701 Est. Cost $74.05 Unrealized -7.8%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,148 Shares 24,695 Est. Cost $55.86 Unrealized +33.4%
GWW Grainger, W.W. 0.4%
Value ($000) $2,030 Shares 8,942 Est. Cost $204.51 Unrealized -4.1%
AMGN Amgen 0.4%
Value ($000) $1,900 Shares 12,500 Est. Cost $73.61 Unrealized +58.5%
INTC Intel 0.4%
Value ($000) $1,898 Shares 57,505 Est. Cost $17.46 Unrealized +43.9%
PFE Pfizer 0.4%
Value ($000) $1,822 Shares 52,068 Est. Cost $16.45 Unrealized +27.9%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $1,794 Shares 12,369 Est. Cost $142.10 Unrealized +0.6%
HSIC Henry Schein 0.3%
Value ($000) $1,783 Shares 10,071 Est. Cost $38.13 Unrealized +77.2%
Dentsply Sirona 0.3%
Value ($000) $1,771 Shares 28,567 Est. Cost $43.28 Unrealized
FAST Fastenal 0.3%
Value ($000) $1,725 Shares 39,200 Est. Cost $8.79 Unrealized +0.9%
IBM IBM 0.3%
Value ($000) $1,705 Shares 11,216 Est. Cost $118.94 Unrealized -20.0%
HD Home Depot 0.3%
Value ($000) $1,684 Shares 13,159 Est. Cost $56.37 Unrealized +86.2%
CTSH Cognizant Technology 0.3%
Value ($000) $1,636 Shares 28,706 Est. Cost $41.58 Unrealized +28.8%
HAIN Hain Celestial Group 0.3%
Value ($000) $1,622 Shares 32,430 Est. Cost $60.37 Unrealized -23.3%
WEX WEX 0.3%
Value ($000) $1,588 Shares 17,848 Est. Cost $94.27 Unrealized -5.4%
VFC VF Corporation 0.3%
Value ($000) $1,556 Shares 25,505 Est. Cost $61.34 Unrealized -3.6%
FLO Flowers Foods 0.3%
Value ($000) $1,474 Shares 77,600 Est. Cost $13.95 Unrealized -8.8%
BDX Becton, Dickinson 0.3%
Value ($000) $1,473 Shares 8,666 Est. Cost $78.41 Unrealized +76.4%
Welltower, Inc. 0.3%
Value ($000) $1,459 Shares 19,200 Est. Cost $68.10 Unrealized
AMZN Amazon.com 0.3%
Value ($000) $1,396 Shares 1,950 Est. Cost $13.43 Unrealized +151.9%
EOG EOG Resources 0.3%
Value ($000) $1,308 Shares 15,760 Est. Cost $58.89 Unrealized +0.7%
SLB Schlumberger 0.3%
Value ($000) $1,296 Shares 16,409 Est. Cost $55.37 Unrealized +5.2%
Kellogg 0.3%
Value ($000) $1,287 Shares 15,700 Est. Cost $38.92 Unrealized +30.8%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,242 Shares 25,350 Est. Cost $31.69 Unrealized +35.5%
MPC Marathon Petroleum 0.2%
Value ($000) $1,227 Shares 32,288 Est. Cost $32.14 Unrealized -15.3%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,204 Shares 16,276 Est. Cost $45.92 Unrealized +10.0%
D Dominion Resources 0.2%
Value ($000) $1,158 Shares 14,850 Est. Cost $34.53 Unrealized +38.3%
Panera Bread 0.2%
Value ($000) $1,055 Shares 4,977 Est. Cost $184.71 Unrealized
Linear Technology 0.2%
Value ($000) $1,002 Shares 21,323 Est. Cost $37.02 Unrealized
DE Deere & Company 0.2%
Value ($000) $1,000 Shares 12,350 Est. Cost $68.04 Unrealized +2.8%
Dr. Pepper Snapple 0.2%
Value ($000) $948 Shares 9,775 Est. Cost $47.32 Unrealized
Tiffany 0.2%
Value ($000) $942 Shares 15,440 Est. Cost $75.19 Unrealized
BFS Saul Centers 0.2%
Value ($000) $899 Shares 14,500 Est. Cost $45.35 Unrealized
HSY Hershey Company 0.2%
Value ($000) $819 Shares 7,245 Est. Cost $71.62 Unrealized +3.9%
GPC Genuine Parts 0.1%
Value ($000) $753 Shares 7,460 Est. Cost $62.69 Unrealized +17.0%
EQR Equity Residential Properties 0.1%
Value ($000) $740 Shares 10,720 Est. Cost $31.42 Unrealized +47.5%
ROST Ross Stores 0.1%
Value ($000) $675 Shares 11,845 Est. Cost $37.48 Unrealized +34.7%
ISRG Intuitive Surgical 0.1%
Value ($000) $674 Shares 1,020 Est. Cost $54.33 Unrealized +29.5%
HCP Inc. 0.1%
Value ($000) $672 Shares 19,200 Est. Cost $43.98 Unrealized
PRA Group 0.1%
Value ($000) $656 Shares 27,340 Est. Cost $71.10 Unrealized
CVX Chevron 0.1%
Value ($000) $606 Shares 5,770 Est. Cost $69.54 Unrealized -4.0%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $500 Shares 27,791 Est. Cost $6.50 Unrealized +19.4%
HCSG Healthcare Services Group 0.1%
Value ($000) $500 Shares 12,200 Est. Cost $24.06 Unrealized +59.5%
KHC Kraft Heinz 0.1%
Value ($000) $458 Shares 5,208 Est. Cost $47.82 Unrealized +12.1%
KIM Kimco Realty 0.1%
Value ($000) $436 Shares 14,050 Est. Cost $12.78 Unrealized +39.9%
DUK Duke Energy 0.1%
Value ($000) $433 Shares 5,030 Est. Cost $42.21 Unrealized +27.5%
COP ConocoPhillips 0.1%
Value ($000) $392 Shares 8,920 Est. Cost $42.95 Unrealized -23.6%
INGR Ingredion 0.1%
Value ($000) $387 Shares 3,000 Est. Cost $80.34 Unrealized +44.8%
MNST Monster Beverage 0.1%
Value ($000) $386 Shares 2,400 Est. Cost $24.14 Unrealized -0.1%
MO Altria 0.1%
Value ($000) $386 Shares 5,600 Est. Cost $23.90 Unrealized +38.9%
MDLZ Mondelez Int'l 0.1%
Value ($000) $369 Shares 8,011 Est. Cost $28.45 Unrealized +22.4%
HP Inc. 0.1%
Value ($000) $360 Shares 27,700 Est. Cost $25.00 Unrealized
Noble Energy 0.1%
Value ($000) $356 Shares 9,900 Est. Cost $60.00 Unrealized
ULTA Ulta Salon Cosmetics 0.1%
Value ($000) $355 Shares 1,455 Est. Cost $165.12 Unrealized +31.8%
TRMB Trimble Navigation Limited 0.1%
Value ($000) $340 Shares 14,160 Est. Cost $29.70 Unrealized -15.7%
SEIC SEI Investments 0.1%
Value ($000) $336 Shares 7,000 Est. Cost $26.47 Unrealized +60.9%
V Visa 0.1%
Value ($000) $331 Shares 4,475 Est. Cost $60.17 Unrealized +21.7%
SU Suncor Energy 0.1%
Value ($000) $329 Shares 11,750 Est. Cost $20.73 Unrealized -6.3%
JPM JP Morgan Chase 0.1%
Value ($000) $328 Shares 5,294 Est. Cost $41.72 Unrealized +15.8%
EL Estee Lauder 0.1%
Value ($000) $314 Shares 3,448 Est. Cost $58.25 Unrealized +41.6%
CSX CSX Corp. 0.1%
Value ($000) $312 Shares 12,000 Est. Cost $6.66 Unrealized +13.8%
NOC Northrop Grumman 0.1%
Value ($000) $285 Shares 1,282 Est. Cost $114.24 Unrealized +57.7%
CAT Caterpillar 0.1%
Value ($000) $283 Shares 3,728 Est. Cost $60.35 Unrealized -0.9%
STT State Street Corp. 0.1%
Value ($000) $276 Shares 5,104 Est. Cost $57.63 Unrealized -21.7%
GIS General Mills 0.1%
Value ($000) $276 Shares 3,882 Est. Cost $32.23 Unrealized +41.0%
WY Weyerhaeuser 0.1%
Value ($000) $274 Shares 9,148 Est. Cost $18.22 Unrealized +15.8%
Time Warner New 0.1%
Value ($000) $267 Shares 3,610 Est. Cost $86.98 Unrealized
WGL Holdings 0.1%
Value ($000) $259 Shares 3,650 Est. Cost $54.94 Unrealized
Aetna 0.0%
Value ($000) $244 Shares 2,000 Est. Cost $127.00 Unrealized
L-3 Communications 0.0%
Value ($000) $224 Shares 1,525 Est. Cost $146.89 Unrealized
WFC Wells Fargo 0.0%
Value ($000) $223 Shares 4,750 Est. Cost $29.24 Unrealized +27.3%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $217 Shares 1 Est. Cost $199512.94 Unrealized +7.5%
GOOGL Alphabet Inc. Class A 0.0%
Value ($000) $215 Shares 305 Est. Cost $36.73 Unrealized -0.8%
ORCL Oracle Corp. 0.0%
Value ($000) $214 Shares 5,222 Est. Cost $28.11 Unrealized +23.0%
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $211 Shares 305 Est. Cost $35.61 Unrealized +0.1%
PSX Phillips 66 0.0%
Value ($000) $208 Shares 2,637 Est. Cost $56.03 Unrealized +1.2%
Kayne Anderson 0.0%
Value ($000) $208 Shares 10,387 Est. Cost $38.92 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $204 Shares 1,825 Est. Cost $84.55 Unrealized +3.7%