WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 23, 2017

Total Value ($000): $506,549 (100.0% shares, 0.0% debt)

Holdings (139)

ADP Automatic Data Processing 5.1%
Value ($000) $25,698 Shares 250,033 Est. Cost $45.45 Unrealized +68.9%
MA Mastercard 3.8%
Value ($000) $19,163 Shares 185,602 Est. Cost $70.99 Unrealized +38.4%
TJX TJX Companies 3.4%
Value ($000) $17,474 Shares 232,578 Est. Cost $21.34 Unrealized +55.7%
ECL Ecolab 3.4%
Value ($000) $16,996 Shares 144,993 Est. Cost $74.34 Unrealized +42.6%
SYK Stryker 3.2%
Value ($000) $16,141 Shares 134,719 Est. Cost $61.57 Unrealized +68.8%
CL Colgate-Palmolive 2.8%
Value ($000) $14,167 Shares 216,484 Est. Cost $44.45 Unrealized +24.6%
XOM ExxonMobil 2.7%
Value ($000) $13,813 Shares 153,034 Est. Cost $53.77 Unrealized +8.2%
AAPL Apple 2.7%
Value ($000) $13,564 Shares 117,116 Est. Cost $18.35 Unrealized +42.2%
NKE NIKE 'B' 2.7%
Value ($000) $13,486 Shares 265,309 Est. Cost $42.01 Unrealized +8.5%
JNJ Johnson & Johnson 2.7%
Value ($000) $13,476 Shares 116,973 Est. Cost $60.16 Unrealized +49.1%
KO Coca-Cola 2.6%
Value ($000) $13,383 Shares 322,786 Est. Cost $27.85 Unrealized +12.1%
MKC McCormick & Co. 2.3%
Value ($000) $11,765 Shares 126,060 Est. Cost $28.42 Unrealized +37.9%
CHD Church & Dwight 2.2%
Value ($000) $10,897 Shares 246,603 Est. Cost $35.05 Unrealized +15.6%
Celgene 2.1%
Value ($000) $10,647 Shares 91,985 Est. Cost $101.18 Unrealized
MCD McDonald's 2.1%
Value ($000) $10,580 Shares 86,924 Est. Cost $71.80 Unrealized +31.3%
FISV Fiserv 2.1%
Value ($000) $10,438 Shares 98,215 Est. Cost $25.30 Unrealized +103.0%
PG Procter & Gamble 1.7%
Value ($000) $8,751 Shares 104,074 Est. Cost $55.00 Unrealized +21.4%
ABT Abbott Labs 1.7%
Value ($000) $8,637 Shares 224,867 Est. Cost $29.43 Unrealized +14.3%
PEP PepsiCo 1.7%
Value ($000) $8,528 Shares 81,506 Est. Cost $56.34 Unrealized +40.9%
MSFT Microsoft 1.6%
Value ($000) $8,237 Shares 132,557 Est. Cost $26.70 Unrealized +102.0%
ABBV AbbVie 1.6%
Value ($000) $8,137 Shares 129,937 Est. Cost $26.55 Unrealized +57.4%
Walgreens Boots Alliance 1.5%
Value ($000) $7,672 Shares 92,703 Est. Cost $76.00 Unrealized
United Technologies 1.4%
Value ($000) $7,268 Shares 66,305 Est. Cost $94.07 Unrealized
FDS FactSet Research Systems 1.4%
Value ($000) $6,975 Shares 42,681 Est. Cost $93.65 Unrealized +55.1%
INTU Intuit 1.3%
Value ($000) $6,710 Shares 58,548 Est. Cost $57.59 Unrealized +81.9%
IDXX IDEXX Labs 1.2%
Value ($000) $5,899 Shares 50,306 Est. Cost $61.57 Unrealized +85.3%
DHR Danaher 1.0%
Value ($000) $5,291 Shares 67,975 Est. Cost $31.81 Unrealized +108.6%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,291 Shares 45,175 Est. Cost $80.68 Unrealized +27.9%
SBUX Starbucks 1.0%
Value ($000) $5,208 Shares 93,804 Est. Cost $39.84 Unrealized +14.4%
BF/B Brown-Forman 'B' 1.0%
Value ($000) $5,179 Shares 115,293 Est. Cost $28.10 Unrealized +10.2%
SYY Sysco Corp. 1.0%
Value ($000) $5,022 Shares 90,707 Est. Cost $24.40 Unrealized +67.8%
DIS Disney, Walt 1.0%
Value ($000) $4,825 Shares 46,299 Est. Cost $85.77 Unrealized +5.8%
QCOM QUALCOMM 0.9%
Value ($000) $4,776 Shares 73,256 Est. Cost $46.43 Unrealized +12.5%
USB US Bancorp 0.9%
Value ($000) $4,675 Shares 90,998 Est. Cost $22.74 Unrealized +48.5%
ITW Illinois Tool Works 0.9%
Value ($000) $4,615 Shares 37,684 Est. Cost $50.91 Unrealized +90.9%
Praxair 0.9%
Value ($000) $4,420 Shares 37,715 Est. Cost $116.25 Unrealized
BR Broadridge Financial Solutions 0.9%
Value ($000) $4,321 Shares 65,173 Est. Cost $40.72 Unrealized +36.7%
NEE NextEra Energy 0.8%
Value ($000) $4,098 Shares 34,305 Est. Cost $19.29 Unrealized +23.0%
PFF iShares S&P US Pfd 0.7%
Value ($000) $3,695 Shares 99,300 Est. Cost $39.46 Unrealized
VZ Verizon Communications 0.7%
Value ($000) $3,549 Shares 66,477 Est. Cost $27.25 Unrealized +13.7%
PAYX Paychex 0.7%
Value ($000) $3,408 Shares 55,975 Est. Cost $26.21 Unrealized +67.6%
RHHBY Roche Holding Ltd ADR 0.7%
Value ($000) $3,404 Shares 119,300 Est. Cost $49.05 Unrealized
GILD Gilead Sciences 0.6%
Value ($000) $3,247 Shares 45,343 Est. Cost $55.92 Unrealized -4.9%
AMT American Tower 'A' 0.6%
Value ($000) $3,105 Shares 29,385 Est. Cost $74.46 Unrealized +15.9%
BCPC Balchem 0.6%
Value ($000) $3,090 Shares 36,825 Est. Cost $48.33 Unrealized +54.9%
LLY Lilly, Eli 0.6%
Value ($000) $3,041 Shares 41,350 Est. Cost $42.21 Unrealized +52.1%
HP Helmerich & Payne 0.6%
Value ($000) $2,912 Shares 37,622 Est. Cost $62.73 Unrealized +13.2%
T AT&T 0.6%
Value ($000) $2,902 Shares 68,244 Est. Cost $11.56 Unrealized +33.7%
MRK Merck 0.6%
Value ($000) $2,886 Shares 49,031 Est. Cost $40.15 Unrealized +9.8%
GOOGL Alphabet Inc. Class A 0.6%
Value ($000) $2,842 Shares 3,586 Est. Cost $39.05 Unrealized +1.6%
TSCO Tractor Supply Company 0.6%
Value ($000) $2,803 Shares 36,970 Est. Cost $15.06 Unrealized -18.2%
Weingarten Realty 0.6%
Value ($000) $2,794 Shares 78,073 Est. Cost $35.27 Unrealized
CVS CVS Health 0.5%
Value ($000) $2,751 Shares 34,865 Est. Cost $57.13 Unrealized +6.9%
APD Air Products & Chemicals 0.5%
Value ($000) $2,734 Shares 19,007 Est. Cost $61.75 Unrealized +80.7%
Stericycle 0.5%
Value ($000) $2,649 Shares 34,382 Est. Cost $112.40 Unrealized
General Electric 0.5%
Value ($000) $2,499 Shares 79,086 Est. Cost $23.23 Unrealized
CDK Global Inc. 0.5%
Value ($000) $2,488 Shares 41,689 Est. Cost $59.68 Unrealized
EMR Emerson Electric 0.5%
Value ($000) $2,434 Shares 43,661 Est. Cost $39.77 Unrealized +7.8%
NVO Novo Nordisk ADR 0.5%
Value ($000) $2,360 Shares 65,806 Est. Cost $68.55 Unrealized
WMT Wal-Mart Stores 0.5%
Value ($000) $2,349 Shares 33,991 Est. Cost $19.98 Unrealized -0.4%
CSCO Cisco Systems 0.5%
Value ($000) $2,299 Shares 76,071 Est. Cost $15.33 Unrealized +50.4%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,292 Shares 25,820 Est. Cost $56.78 Unrealized +34.8%
UNP Union Pacific 0.4%
Value ($000) $2,138 Shares 20,621 Est. Cost $74.05 Unrealized +8.5%
LOW Lowe's 0.4%
Value ($000) $2,118 Shares 29,775 Est. Cost $32.88 Unrealized +81.9%
WEX WEX 0.4%
Value ($000) $2,108 Shares 18,885 Est. Cost $94.77 Unrealized +14.2%
MMM 3M Company 0.4%
Value ($000) $2,084 Shares 11,668 Est. Cost $66.30 Unrealized +60.2%
INTC Intel 0.4%
Value ($000) $2,059 Shares 56,755 Est. Cost $17.46 Unrealized +67.0%
GWW Grainger, W.W. 0.4%
Value ($000) $2,025 Shares 8,717 Est. Cost $204.51 Unrealized -5.0%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $2,021 Shares 12,400 Est. Cost $142.10 Unrealized +8.3%
PM Philip Morris Int'l 0.4%
Value ($000) $1,972 Shares 21,554 Est. Cost $49.72 Unrealized +17.1%
CTSH Cognizant Technology 0.4%
Value ($000) $1,861 Shares 33,206 Est. Cost $42.61 Unrealized +11.3%
IBM IBM 0.4%
Value ($000) $1,849 Shares 11,141 Est. Cost $118.94 Unrealized -13.4%
AMGN Amgen 0.4%
Value ($000) $1,828 Shares 12,500 Est. Cost $73.61 Unrealized +55.4%
FAST Fastenal 0.4%
Value ($000) $1,778 Shares 37,850 Est. Cost $8.79 Unrealized -1.7%
HD Home Depot 0.3%
Value ($000) $1,761 Shares 13,134 Est. Cost $56.37 Unrealized +83.4%
MPC Marathon Petroleum 0.3%
Value ($000) $1,754 Shares 34,838 Est. Cost $32.00 Unrealized +6.9%
XRAY Dentsply Sirona 0.3%
Value ($000) $1,635 Shares 28,317 Est. Cost $59.08 Unrealized 0.0%
EOG EOG Resources 0.3%
Value ($000) $1,553 Shares 15,360 Est. Cost $58.89 Unrealized +22.9%
HSIC Henry Schein 0.3%
Value ($000) $1,520 Shares 10,021 Est. Cost $38.13 Unrealized +58.3%
PFE Pfizer 0.3%
Value ($000) $1,516 Shares 46,660 Est. Cost $16.45 Unrealized +24.6%
AMZN Amazon.com 0.3%
Value ($000) $1,472 Shares 1,963 Est. Cost $13.43 Unrealized +191.8%
BDX Becton, Dickinson 0.3%
Value ($000) $1,435 Shares 8,666 Est. Cost $78.41 Unrealized +84.5%
FLO Flowers Foods 0.3%
Value ($000) $1,404 Shares 70,300 Est. Cost $13.95 Unrealized -17.7%
SLB Schlumberger 0.3%
Value ($000) $1,372 Shares 16,346 Est. Cost $55.37 Unrealized +13.8%
EL Estee Lauder 0.3%
Value ($000) $1,363 Shares 17,823 Est. Cost $74.35 Unrealized -2.7%
WELL Welltower, Inc. 0.3%
Value ($000) $1,352 Shares 20,200 Est. Cost $54.00 Unrealized -12.4%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,268 Shares 23,950 Est. Cost $31.69 Unrealized +47.0%
Tiffany 0.2%
Value ($000) $1,211 Shares 15,640 Est. Cost $75.16 Unrealized
Linear Technology 0.2%
Value ($000) $1,169 Shares 18,750 Est. Cost $37.02 Unrealized
DE Deere & Company 0.2%
Value ($000) $1,149 Shares 11,150 Est. Cost $68.04 Unrealized +19.7%
D Dominion Resources 0.2%
Value ($000) $1,137 Shares 14,850 Est. Cost $34.53 Unrealized +43.2%
Kellogg 0.2%
Value ($000) $1,084 Shares 14,700 Est. Cost $38.92 Unrealized +28.6%
VFC VF Corporation 0.2%
Value ($000) $1,074 Shares 20,125 Est. Cost $61.34 Unrealized -15.5%
BFS Saul Centers 0.2%
Value ($000) $949 Shares 14,250 Est. Cost $45.35 Unrealized
Panera Bread 0.2%
Value ($000) $928 Shares 4,527 Est. Cost $184.71 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $910 Shares 15,568 Est. Cost $45.92 Unrealized -13.9%
Dr. Pepper Snapple 0.2%
Value ($000) $877 Shares 9,675 Est. Cost $47.32 Unrealized
PRAA PRA Group 0.2%
Value ($000) $772 Shares 19,740 Est. Cost $34.09 Unrealized 0.0%
ROST Ross Stores 0.2%
Value ($000) $766 Shares 11,670 Est. Cost $37.48 Unrealized +59.4%
FTV Fortive 0.1%
Value ($000) $759 Shares 14,147 Est. Cost $30.87 Unrealized +3.2%
CVX Chevron 0.1%
Value ($000) $729 Shares 6,196 Est. Cost $69.46 Unrealized +6.3%
HSY Hershey Company 0.1%
Value ($000) $723 Shares 6,995 Est. Cost $71.62 Unrealized +11.0%
GPC Genuine Parts 0.1%
Value ($000) $713 Shares 7,460 Est. Cost $62.69 Unrealized +16.6%
EQR Equity Residential Properties 0.1%
Value ($000) $690 Shares 10,720 Est. Cost $31.42 Unrealized +40.2%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $647 Shares 27,966 Est. Cost $6.50 Unrealized +57.5%
ISRG Intuitive Surgical 0.1%
Value ($000) $612 Shares 965 Est. Cost $54.33 Unrealized +35.3%
HAIN Hain Celestial Group 0.1%
Value ($000) $610 Shares 15,625 Est. Cost $60.37 Unrealized -37.9%
HCP Inc. 0.1%
Value ($000) $571 Shares 19,200 Est. Cost $43.98 Unrealized
HCSG Healthcare Services Group 0.1%
Value ($000) $517 Shares 13,200 Est. Cost $25.14 Unrealized +52.0%
JPM JPMorgan Chase 0.1%
Value ($000) $439 Shares 5,084 Est. Cost $41.72 Unrealized +43.6%
CSX CSX Corp. 0.1%
Value ($000) $431 Shares 12,000 Est. Cost $6.66 Unrealized +48.3%
KHC Kraft Heinz 0.1%
Value ($000) $420 Shares 4,808 Est. Cost $47.82 Unrealized +18.1%
HPQ HP Inc. 0.1%
Value ($000) $411 Shares 27,700 Est. Cost $11.22 Unrealized 0.0%
TRMB Trimble Inc. 0.1%
Value ($000) $409 Shares 13,560 Est. Cost $29.70 Unrealized -3.5%
MO Altria 0.1%
Value ($000) $399 Shares 5,900 Est. Cost $24.45 Unrealized +38.9%
COP ConocoPhillips 0.1%
Value ($000) $393 Shares 7,835 Est. Cost $42.95 Unrealized -19.0%
DUK Duke Energy 0.1%
Value ($000) $390 Shares 5,030 Est. Cost $42.21 Unrealized +24.8%
SU Suncor Energy 0.1%
Value ($000) $384 Shares 8,750 Est. Cost $20.73 Unrealized +6.2%
Noble Energy 0.1%
Value ($000) $377 Shares 9,900 Est. Cost $60.00 Unrealized
INGR Ingredion 0.1%
Value ($000) $375 Shares 3,000 Est. Cost $80.34 Unrealized +57.3%
MDLZ Mondelez Int'l 0.1%
Value ($000) $355 Shares 8,011 Est. Cost $28.45 Unrealized +22.1%
KIM Kimco Realty 0.1%
Value ($000) $353 Shares 14,050 Est. Cost $12.78 Unrealized +30.2%
Time Warner New 0.1%
Value ($000) $348 Shares 3,610 Est. Cost $86.98 Unrealized
SEIC SEI Investments 0.1%
Value ($000) $346 Shares 7,000 Est. Cost $26.47 Unrealized +57.0%
CAT Caterpillar 0.1%
Value ($000) $343 Shares 3,703 Est. Cost $60.35 Unrealized +22.2%
ULTA Ulta Salon Cosmetics 0.1%
Value ($000) $338 Shares 1,325 Est. Cost $165.12 Unrealized +51.3%
V Visa 0.1%
Value ($000) $332 Shares 4,250 Est. Cost $60.17 Unrealized +25.4%
MNST Monster Beverage 0.1%
Value ($000) $319 Shares 7,200 Est. Cost $23.31 Unrealized -1.8%
STT State Street Corp. 0.1%
Value ($000) $303 Shares 3,899 Est. Cost $57.63 Unrealized -0.2%
NOC Northrop Grumman 0.1%
Value ($000) $298 Shares 1,282 Est. Cost $114.24 Unrealized +75.6%
WGL Holdings 0.1%
Value ($000) $278 Shares 3,650 Est. Cost $54.94 Unrealized
WY Weyerhaeuser 0.1%
Value ($000) $276 Shares 9,160 Est. Cost $18.42 Unrealized +17.7%
Aetna 0.0%
Value ($000) $248 Shares 2,000 Est. Cost $127.00 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $244 Shares 1 Est. Cost $199512.94 Unrealized +15.7%
GIS General Mills 0.0%
Value ($000) $240 Shares 3,882 Est. Cost $32.23 Unrealized +39.2%
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $235 Shares 305 Est. Cost $35.61 Unrealized +8.6%
L-3 Communications 0.0%
Value ($000) $232 Shares 1,525 Est. Cost $146.89 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $219 Shares 1,600 Est. Cost $84.55 Unrealized +24.6%
PSX Phillips 66 0.0%
Value ($000) $215 Shares 2,487 Est. Cost $56.03 Unrealized +4.7%