WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 18, 2016

Total Value ($000): $506,953 (100.0% shares, 0.0% debt)

Holdings (140)

ADP Automatic Data Processing 4.5%
Value ($000) $22,646 Shares 256,756 Est. Cost $45.45 Unrealized +63.0%
MA Mastercard 3.8%
Value ($000) $19,017 Shares 186,867 Est. Cost $70.99 Unrealized +28.0%
ECL Ecolab 3.5%
Value ($000) $17,706 Shares 145,468 Est. Cost $74.34 Unrealized +46.6%
TJX TJX Companies 3.4%
Value ($000) $17,465 Shares 233,550 Est. Cost $21.34 Unrealized +60.7%
CL Colgate-Palmolive 3.2%
Value ($000) $16,158 Shares 217,936 Est. Cost $44.45 Unrealized +33.6%
SYK Stryker 3.0%
Value ($000) $15,280 Shares 131,259 Est. Cost $60.46 Unrealized +73.5%
JNJ Johnson & Johnson 2.8%
Value ($000) $14,053 Shares 118,958 Est. Cost $60.16 Unrealized +55.6%
NKE NIKE 'B' 2.8%
Value ($000) $13,980 Shares 265,519 Est. Cost $42.01 Unrealized +19.0%
KO Coca-Cola 2.7%
Value ($000) $13,609 Shares 321,566 Est. Cost $27.85 Unrealized +16.9%
XOM ExxonMobil 2.7%
Value ($000) $13,510 Shares 154,785 Est. Cost $53.77 Unrealized +8.9%
AAPL Apple 2.6%
Value ($000) $13,179 Shares 116,573 Est. Cost $18.35 Unrealized +32.0%
MKC McCormick & Co. 2.4%
Value ($000) $12,399 Shares 124,090 Est. Cost $28.25 Unrealized +50.0%
CHD Church & Dwight 2.3%
Value ($000) $11,895 Shares 248,229 Est. Cost $35.05 Unrealized +24.7%
MCD McDonald's 2.0%
Value ($000) $10,281 Shares 89,117 Est. Cost $71.80 Unrealized +31.7%
FISV Fiserv 1.9%
Value ($000) $9,791 Shares 98,435 Est. Cost $25.30 Unrealized +107.3%
ABT Abbott Labs 1.9%
Value ($000) $9,687 Shares 229,058 Est. Cost $29.43 Unrealized +22.8%
Celgene 1.9%
Value ($000) $9,587 Shares 91,715 Est. Cost $101.18 Unrealized
PG Procter & Gamble 1.9%
Value ($000) $9,484 Shares 105,674 Est. Cost $55.00 Unrealized +22.8%
PEP PepsiCo 1.7%
Value ($000) $8,863 Shares 81,481 Est. Cost $56.34 Unrealized +43.9%
ABBV AbbVie 1.7%
Value ($000) $8,628 Shares 136,803 Est. Cost $26.55 Unrealized +65.4%
MSFT Microsoft 1.5%
Value ($000) $7,567 Shares 131,370 Est. Cost $26.70 Unrealized +88.3%
Walgreens Boots Alliance 1.5%
Value ($000) $7,548 Shares 93,628 Est. Cost $76.00 Unrealized
FDS FactSet Research Systems 1.4%
Value ($000) $6,910 Shares 42,626 Est. Cost $93.65 Unrealized +67.1%
United Technologies 1.3%
Value ($000) $6,820 Shares 67,127 Est. Cost $94.07 Unrealized
INTU Intuit 1.2%
Value ($000) $6,317 Shares 57,426 Est. Cost $56.67 Unrealized +84.0%
IDXX IDEXX Labs 1.2%
Value ($000) $6,009 Shares 53,306 Est. Cost $61.57 Unrealized +71.2%
ACN Accenture Ltd. 'A' 1.1%
Value ($000) $5,537 Shares 45,325 Est. Cost $80.68 Unrealized +21.7%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $5,452 Shares 114,933 Est. Cost $28.10 Unrealized +16.6%
QCOM QUALCOMM 1.0%
Value ($000) $5,105 Shares 74,526 Est. Cost $46.43 Unrealized +1.0%
DHR Danaher 1.0%
Value ($000) $5,020 Shares 64,040 Est. Cost $29.69 Unrealized +126.6%
Praxair 0.9%
Value ($000) $4,704 Shares 38,929 Est. Cost $116.25 Unrealized
GILD Gilead Sciences 0.9%
Value ($000) $4,634 Shares 58,568 Est. Cost $55.92 Unrealized +3.3%
ITW Illinois Tool Works 0.9%
Value ($000) $4,566 Shares 38,104 Est. Cost $50.91 Unrealized +82.4%
SYY Sysco Corp. 0.9%
Value ($000) $4,512 Shares 92,057 Est. Cost $24.40 Unrealized +64.9%
SBUX Starbucks 0.9%
Value ($000) $4,495 Shares 83,019 Est. Cost $39.09 Unrealized +17.3%
BR Broadridge Financial Solutions 0.8%
Value ($000) $4,254 Shares 62,748 Est. Cost $40.15 Unrealized +44.8%
NEE NextEra Energy 0.8%
Value ($000) $4,225 Shares 34,538 Est. Cost $19.29 Unrealized +28.7%
PFF iShares S&P US Pfd 0.8%
Value ($000) $4,182 Shares 105,875 Est. Cost $39.46 Unrealized
DIS Disney, Walt 0.8%
Value ($000) $4,141 Shares 44,594 Est. Cost $85.58 Unrealized +3.8%
USB US Bancorp 0.8%
Value ($000) $3,878 Shares 90,424 Est. Cost $22.74 Unrealized +31.8%
RHHBY Roche Holding Ltd ADR 0.7%
Value ($000) $3,778 Shares 122,000 Est. Cost $49.05 Unrealized
VZ Verizon Communications 0.7%
Value ($000) $3,487 Shares 67,091 Est. Cost $27.25 Unrealized +20.7%
CVS CVS Health 0.7%
Value ($000) $3,399 Shares 38,200 Est. Cost $57.13 Unrealized +24.1%
Stericycle 0.7%
Value ($000) $3,338 Shares 41,647 Est. Cost $112.40 Unrealized
LLY Lilly, Eli 0.7%
Value ($000) $3,319 Shares 41,350 Est. Cost $42.21 Unrealized +62.5%
PAYX Paychex 0.6%
Value ($000) $3,164 Shares 54,675 Est. Cost $25.79 Unrealized +75.8%
AMT American Tower 'A' 0.6%
Value ($000) $3,141 Shares 27,715 Est. Cost $73.74 Unrealized +22.6%
MRK Merck 0.6%
Value ($000) $3,122 Shares 50,028 Est. Cost $40.15 Unrealized +8.9%
NVO Novo Nordisk ADR 0.6%
Value ($000) $2,958 Shares 71,131 Est. Cost $68.55 Unrealized
BCPC Balchem 0.6%
Value ($000) $2,933 Shares 37,835 Est. Cost $48.33 Unrealized +30.4%
Weingarten Realty 0.6%
Value ($000) $2,913 Shares 74,723 Est. Cost $35.25 Unrealized
APD Air Products & Chemicals 0.6%
Value ($000) $2,858 Shares 19,007 Est. Cost $61.75 Unrealized +78.0%
T AT&T 0.6%
Value ($000) $2,836 Shares 69,834 Est. Cost $11.56 Unrealized +40.9%
TSCO Tractor Supply Company 0.5%
Value ($000) $2,774 Shares 41,185 Est. Cost $15.06 Unrealized -4.5%
CDK Global Inc. 0.5%
Value ($000) $2,574 Shares 44,879 Est. Cost $53.99 Unrealized
WMT Wal-Mart Stores 0.5%
Value ($000) $2,544 Shares 35,279 Est. Cost $19.98 Unrealized +3.1%
HP Helmerich & Payne 0.5%
Value ($000) $2,532 Shares 37,622 Est. Cost $62.73 Unrealized +0.0%
CSCO Cisco Systems 0.5%
Value ($000) $2,419 Shares 76,269 Est. Cost $15.33 Unrealized +50.4%
EMR Emerson Electric 0.5%
Value ($000) $2,380 Shares 43,661 Est. Cost $39.77 Unrealized +6.3%
General Electric 0.5%
Value ($000) $2,342 Shares 79,077 Est. Cost $23.23 Unrealized
MMM 3M Company 0.4%
Value ($000) $2,207 Shares 12,521 Est. Cost $66.30 Unrealized +64.7%
UNP Union Pacific 0.4%
Value ($000) $2,150 Shares 22,048 Est. Cost $74.05 Unrealized +2.6%
LOW Lowe's 0.4%
Value ($000) $2,150 Shares 29,775 Est. Cost $32.88 Unrealized +99.0%
INTC Intel 0.4%
Value ($000) $2,143 Shares 56,755 Est. Cost $17.46 Unrealized +64.0%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,136 Shares 24,970 Est. Cost $56.11 Unrealized +39.7%
AMGN Amgen 0.4%
Value ($000) $2,085 Shares 12,500 Est. Cost $73.61 Unrealized +73.5%
PM Philip Morris Int'l 0.4%
Value ($000) $2,059 Shares 21,179 Est. Cost $49.57 Unrealized +25.6%
GWW Grainger, W.W. 0.4%
Value ($000) $1,988 Shares 8,842 Est. Cost $204.51 Unrealized -4.9%
WEX WEX 0.4%
Value ($000) $1,982 Shares 18,335 Est. Cost $94.37 Unrealized +3.8%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $1,784 Shares 12,350 Est. Cost $142.10 Unrealized +2.9%
IBM IBM 0.3%
Value ($000) $1,770 Shares 11,141 Est. Cost $118.94 Unrealized -14.4%
PFE Pfizer 0.3%
Value ($000) $1,767 Shares 52,166 Est. Cost $16.45 Unrealized +35.3%
Dentsply Sirona 0.3%
Value ($000) $1,704 Shares 28,667 Est. Cost $43.28 Unrealized
HD Home Depot 0.3%
Value ($000) $1,690 Shares 13,134 Est. Cost $56.37 Unrealized +88.6%
HSIC Henry Schein 0.3%
Value ($000) $1,641 Shares 10,071 Est. Cost $38.13 Unrealized +74.1%
AMZN Amazon.com 0.3%
Value ($000) $1,633 Shares 1,950 Est. Cost $13.43 Unrealized +185.0%
FAST Fastenal 0.3%
Value ($000) $1,609 Shares 38,500 Est. Cost $8.79 Unrealized -5.4%
BDX Becton, Dickinson 0.3%
Value ($000) $1,558 Shares 8,666 Est. Cost $78.41 Unrealized +89.4%
EOG EOG Resources 0.3%
Value ($000) $1,524 Shares 15,760 Est. Cost $58.89 Unrealized +10.6%
WELL Welltower, Inc. 0.3%
Value ($000) $1,510 Shares 20,200 Est. Cost $54.00 Unrealized 0.0%
GOOGL Alphabet Inc. Class A 0.3%
Value ($000) $1,501 Shares 1,867 Est. Cost $38.48 Unrealized +0.9%
CTSH Cognizant Technology 0.3%
Value ($000) $1,496 Shares 31,356 Est. Cost $42.33 Unrealized +19.2%
MPC Marathon Petroleum 0.3%
Value ($000) $1,414 Shares 34,838 Est. Cost $32.00 Unrealized -5.2%
VFC VF Corporation 0.3%
Value ($000) $1,323 Shares 23,605 Est. Cost $61.34 Unrealized -5.9%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,306 Shares 25,350 Est. Cost $31.69 Unrealized +42.0%
SLB Schlumberger 0.3%
Value ($000) $1,303 Shares 16,568 Est. Cost $55.37 Unrealized +9.6%
Linear Technology 0.2%
Value ($000) $1,223 Shares 20,623 Est. Cost $37.02 Unrealized
Kellogg 0.2%
Value ($000) $1,216 Shares 15,700 Est. Cost $38.92 Unrealized +40.5%
EL Estee Lauder 0.2%
Value ($000) $1,182 Shares 13,348 Est. Cost $75.02 Unrealized +7.8%
FLO Flowers Foods 0.2%
Value ($000) $1,151 Shares 76,100 Est. Cost $13.95 Unrealized -18.0%
Tiffany 0.2%
Value ($000) $1,136 Shares 15,640 Est. Cost $75.16 Unrealized
D Dominion Resources 0.2%
Value ($000) $1,103 Shares 14,850 Est. Cost $34.53 Unrealized +46.6%
DE Deere & Company 0.2%
Value ($000) $969 Shares 11,350 Est. Cost $68.04 Unrealized +3.4%
BFS Saul Centers 0.2%
Value ($000) $949 Shares 14,250 Est. Cost $45.35 Unrealized
Panera Bread 0.2%
Value ($000) $891 Shares 4,577 Est. Cost $184.71 Unrealized
Dr. Pepper Snapple 0.2%
Value ($000) $883 Shares 9,675 Est. Cost $47.32 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $878 Shares 16,276 Est. Cost $45.92 Unrealized +0.5%
ROST Ross Stores 0.1%
Value ($000) $750 Shares 11,670 Est. Cost $37.48 Unrealized +49.5%
GPC Genuine Parts 0.1%
Value ($000) $749 Shares 7,460 Est. Cost $62.69 Unrealized +23.2%
ISRG Intuitive Surgical 0.1%
Value ($000) $739 Shares 1,020 Est. Cost $54.33 Unrealized +40.9%
HCP Inc. 0.1%
Value ($000) $729 Shares 19,200 Est. Cost $43.98 Unrealized
FTV Fortive 0.1%
Value ($000) $724 Shares 14,215 Est. Cost $30.87 Unrealized 0.0%
PRA Group 0.1%
Value ($000) $705 Shares 20,415 Est. Cost $71.10 Unrealized
HSY Hershey Company 0.1%
Value ($000) $697 Shares 7,295 Est. Cost $71.62 Unrealized +18.2%
EQR Equity Residential Properties 0.1%
Value ($000) $690 Shares 10,720 Est. Cost $31.42 Unrealized +44.9%
HAIN Hain Celestial Group 0.1%
Value ($000) $657 Shares 18,475 Est. Cost $60.37 Unrealized -27.4%
CVX Chevron 0.1%
Value ($000) $643 Shares 6,246 Est. Cost $69.46 Unrealized -1.4%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $632 Shares 27,791 Est. Cost $6.50 Unrealized +45.2%
HCSG Healthcare Services Group 0.1%
Value ($000) $483 Shares 12,200 Est. Cost $24.06 Unrealized +62.9%
KHC Kraft Heinz 0.1%
Value ($000) $466 Shares 5,208 Est. Cost $47.82 Unrealized +21.4%
HP Inc. 0.1%
Value ($000) $430 Shares 27,700 Est. Cost $25.00 Unrealized
KIM Kimco Realty 0.1%
Value ($000) $407 Shares 14,050 Est. Cost $12.78 Unrealized +49.2%
TRMB Trimble Navigation Limited 0.1%
Value ($000) $404 Shares 14,160 Est. Cost $29.70 Unrealized -10.0%
DUK Duke Energy 0.1%
Value ($000) $403 Shares 5,030 Est. Cost $42.21 Unrealized +33.6%
INGR Ingredion 0.1%
Value ($000) $399 Shares 3,000 Est. Cost $80.34 Unrealized +66.3%
MO Altria 0.1%
Value ($000) $373 Shares 5,900 Est. Cost $24.45 Unrealized +42.1%
CSX CSX Corp. 0.1%
Value ($000) $366 Shares 12,000 Est. Cost $6.66 Unrealized +24.4%
COP ConocoPhillips 0.1%
Value ($000) $358 Shares 8,235 Est. Cost $42.95 Unrealized -27.5%
STT State Street Corp. 0.1%
Value ($000) $355 Shares 5,104 Est. Cost $57.63 Unrealized -13.8%
Noble Energy 0.1%
Value ($000) $354 Shares 9,900 Est. Cost $60.00 Unrealized
MDLZ Mondelez Int'l 0.1%
Value ($000) $352 Shares 8,011 Est. Cost $28.45 Unrealized +23.8%
MNST Monster Beverage 0.1%
Value ($000) $352 Shares 2,400 Est. Cost $24.14 Unrealized +7.5%
V Visa 0.1%
Value ($000) $351 Shares 4,250 Est. Cost $60.17 Unrealized +24.6%
JPM JP Morgan Chase 0.1%
Value ($000) $339 Shares 5,084 Est. Cost $41.72 Unrealized +21.9%
ULTA Ulta Salon Cosmetics 0.1%
Value ($000) $334 Shares 1,405 Est. Cost $165.12 Unrealized +53.0%
CAT Caterpillar 0.1%
Value ($000) $329 Shares 3,703 Est. Cost $60.35 Unrealized +9.4%
SEIC SEI Investments 0.1%
Value ($000) $319 Shares 7,000 Est. Cost $26.47 Unrealized +57.4%
WY Weyerhaeuser 0.1%
Value ($000) $308 Shares 9,648 Est. Cost $18.42 Unrealized +19.1%
Time Warner New 0.1%
Value ($000) $287 Shares 3,610 Est. Cost $86.98 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $274 Shares 1,282 Est. Cost $114.24 Unrealized +63.0%
GIS General Mills 0.0%
Value ($000) $248 Shares 3,882 Est. Cost $32.23 Unrealized +55.2%
SU Suncor Energy 0.0%
Value ($000) $243 Shares 8,750 Est. Cost $20.73 Unrealized -5.9%
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $237 Shares 305 Est. Cost $35.61 Unrealized +5.8%
Aetna 0.0%
Value ($000) $231 Shares 2,000 Est. Cost $127.00 Unrealized
L-3 Communications 0.0%
Value ($000) $230 Shares 1,525 Est. Cost $146.89 Unrealized
WGL Holdings 0.0%
Value ($000) $229 Shares 3,650 Est. Cost $54.94 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $224 Shares 1,750 Est. Cost $84.55 Unrealized +12.0%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $216 Shares 1 Est. Cost $199512.94 Unrealized +9.9%
PSX Phillips 66 0.0%
Value ($000) $212 Shares 2,637 Est. Cost $56.03 Unrealized -2.9%
Kayne Anderson 0.0%
Value ($000) $206 Shares 9,987 Est. Cost $38.92 Unrealized