WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 20, 2017

Total Value ($000): $523,050 (100.0% shares, 0.0% debt)

Holdings (142)

ADP Automatic Data Processing 4.8%
Value ($000) $25,335 Shares 247,433 Est. Cost $45.45 Unrealized +85.7%
MA Mastercard 3.9%
Value ($000) $20,456 Shares 181,877 Est. Cost $70.99 Unrealized +46.9%
TJX TJX Companies 3.4%
Value ($000) $17,976 Shares 227,313 Est. Cost $21.34 Unrealized +59.4%
SYK Stryker 3.4%
Value ($000) $17,713 Shares 134,544 Est. Cost $61.57 Unrealized +86.0%
ECL Ecolab 3.4%
Value ($000) $17,700 Shares 141,218 Est. Cost $74.34 Unrealized +49.4%
AAPL Apple 3.1%
Value ($000) $16,374 Shares 113,977 Est. Cost $18.35 Unrealized +65.9%
CL Colgate-Palmolive 3.0%
Value ($000) $15,458 Shares 211,209 Est. Cost $44.45 Unrealized +27.9%
JNJ Johnson & Johnson 2.8%
Value ($000) $14,538 Shares 116,723 Est. Cost $60.16 Unrealized +55.2%
NKE NIKE 'B' 2.8%
Value ($000) $14,404 Shares 258,459 Est. Cost $42.01 Unrealized +17.3%
KO Coca-Cola 2.6%
Value ($000) $13,360 Shares 314,786 Est. Cost $27.85 Unrealized +13.2%
XOM ExxonMobil 2.4%
Value ($000) $12,317 Shares 150,184 Est. Cost $53.77 Unrealized +4.4%
MKC McCormick & Co. 2.3%
Value ($000) $12,219 Shares 125,255 Est. Cost $28.42 Unrealized +43.9%
CHD Church & Dwight 2.3%
Value ($000) $11,844 Shares 237,503 Est. Cost $35.05 Unrealized +21.7%
Celgene 2.1%
Value ($000) $11,225 Shares 90,215 Est. Cost $101.18 Unrealized
MCD McDonald's 2.1%
Value ($000) $11,049 Shares 85,249 Est. Cost $71.80 Unrealized +41.7%
FISV Fiserv 2.1%
Value ($000) $10,792 Shares 93,590 Est. Cost $25.30 Unrealized +121.9%
ABT Abbott Labs 1.9%
Value ($000) $9,788 Shares 220,409 Est. Cost $29.43 Unrealized +25.5%
PEP PepsiCo 1.7%
Value ($000) $9,036 Shares 80,781 Est. Cost $56.34 Unrealized +45.4%
PG Procter & Gamble 1.7%
Value ($000) $9,027 Shares 100,473 Est. Cost $55.00 Unrealized +27.3%
MSFT Microsoft 1.7%
Value ($000) $8,680 Shares 131,792 Est. Cost $26.70 Unrealized +116.6%
ABBV AbbVie 1.6%
Value ($000) $8,410 Shares 129,067 Est. Cost $26.55 Unrealized +63.8%
Walgreens Boots Alliance 1.4%
Value ($000) $7,566 Shares 91,103 Est. Cost $76.00 Unrealized
United Technologies 1.4%
Value ($000) $7,196 Shares 64,130 Est. Cost $94.07 Unrealized
FDS FactSet Research Systems 1.4%
Value ($000) $7,062 Shares 42,826 Est. Cost $93.65 Unrealized +70.5%
INTU Intuit 1.3%
Value ($000) $6,626 Shares 57,123 Est. Cost $57.59 Unrealized +95.2%
IDXX IDEXX Labs 1.2%
Value ($000) $6,338 Shares 40,991 Est. Cost $61.57 Unrealized +123.9%
DHR Danaher 1.1%
Value ($000) $5,709 Shares 66,745 Est. Cost $31.81 Unrealized +124.0%
DIS Disney, Walt 1.1%
Value ($000) $5,598 Shares 49,369 Est. Cost $86.84 Unrealized +18.6%
SBUX Starbucks 1.0%
Value ($000) $5,414 Shares 92,729 Est. Cost $39.84 Unrealized +17.4%
BF/B Brown-Forman 'B' 1.0%
Value ($000) $5,186 Shares 112,293 Est. Cost $28.10 Unrealized +12.5%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,122 Shares 42,725 Est. Cost $80.68 Unrealized +28.9%
ITW Illinois Tool Works 0.9%
Value ($000) $4,803 Shares 36,259 Est. Cost $50.91 Unrealized +105.4%
SYY Sysco Corp. 0.9%
Value ($000) $4,681 Shares 90,157 Est. Cost $24.40 Unrealized +72.3%
USB US Bancorp 0.9%
Value ($000) $4,578 Shares 88,898 Est. Cost $22.74 Unrealized +67.4%
BR Broadridge Financial Solutions 0.9%
Value ($000) $4,453 Shares 65,533 Est. Cost $40.72 Unrealized +43.2%
NEE NextEra Energy 0.8%
Value ($000) $4,373 Shares 34,063 Est. Cost $19.29 Unrealized +30.4%
PFF iShares S&P US Pfd 0.8%
Value ($000) $4,279 Shares 110,580 Est. Cost $39.38 Unrealized
GOOGL Alphabet Inc. Class A 0.7%
Value ($000) $3,889 Shares 4,587 Est. Cost $39.64 Unrealized +5.3%
AMT American Tower 'A' 0.7%
Value ($000) $3,869 Shares 31,835 Est. Cost $75.49 Unrealized +16.4%
QCOM QUALCOMM 0.7%
Value ($000) $3,812 Shares 66,485 Est. Cost $46.43 Unrealized -2.0%
RHHBY Roche Holding Ltd ADR 0.7%
Value ($000) $3,440 Shares 107,400 Est. Cost $49.05 Unrealized
LLY Lilly, Eli 0.7%
Value ($000) $3,427 Shares 40,750 Est. Cost $42.21 Unrealized +64.7%
PAYX Paychex 0.6%
Value ($000) $3,226 Shares 54,775 Est. Cost $26.21 Unrealized +78.1%
Praxair 0.6%
Value ($000) $3,192 Shares 26,915 Est. Cost $116.25 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $3,063 Shares 62,823 Est. Cost $27.25 Unrealized +15.3%
MRK Merck 0.6%
Value ($000) $3,057 Shares 48,108 Est. Cost $40.15 Unrealized +14.7%
BCPC Balchem 0.6%
Value ($000) $2,986 Shares 36,225 Est. Cost $48.33 Unrealized +65.8%
T AT&T 0.6%
Value ($000) $2,981 Shares 71,739 Est. Cost $11.82 Unrealized +41.6%
GILD Gilead Sciences 0.5%
Value ($000) $2,868 Shares 42,233 Est. Cost $55.92 Unrealized -9.4%
CVS CVS Health 0.5%
Value ($000) $2,698 Shares 34,365 Est. Cost $57.13 Unrealized +6.1%
CDK Global Inc. 0.5%
Value ($000) $2,662 Shares 40,953 Est. Cost $59.68 Unrealized
Weingarten Realty 0.5%
Value ($000) $2,654 Shares 79,473 Est. Cost $35.24 Unrealized
CSCO Cisco Systems 0.5%
Value ($000) $2,588 Shares 76,571 Est. Cost $15.33 Unrealized +61.3%
APD Air Products & Chemicals 0.5%
Value ($000) $2,571 Shares 19,007 Est. Cost $61.75 Unrealized +83.2%
EMR Emerson Electric 0.5%
Value ($000) $2,554 Shares 42,661 Est. Cost $39.77 Unrealized +20.5%
Stericycle 0.5%
Value ($000) $2,514 Shares 30,332 Est. Cost $112.40 Unrealized
HP Helmerich & Payne 0.5%
Value ($000) $2,504 Shares 37,622 Est. Cost $62.73 Unrealized +13.5%
LOW Lowe's 0.5%
Value ($000) $2,448 Shares 29,775 Est. Cost $32.88 Unrealized +97.7%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,436 Shares 26,170 Est. Cost $57.13 Unrealized +45.1%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,389 Shares 14,330 Est. Cost $145.49 Unrealized +15.0%
TSCO Tractor Supply Company 0.5%
Value ($000) $2,374 Shares 34,420 Est. Cost $15.06 Unrealized -15.9%
PM Philip Morris Int'l 0.5%
Value ($000) $2,360 Shares 20,904 Est. Cost $49.72 Unrealized +31.9%
General Electric 0.5%
Value ($000) $2,357 Shares 79,086 Est. Cost $23.23 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $2,288 Shares 31,741 Est. Cost $19.98 Unrealized -1.0%
MMM 3M Company 0.4%
Value ($000) $2,213 Shares 11,568 Est. Cost $66.30 Unrealized +71.4%
CTSH Cognizant Technology 0.4%
Value ($000) $2,116 Shares 35,556 Est. Cost $43.16 Unrealized +18.1%
UNP Union Pacific 0.4%
Value ($000) $2,110 Shares 19,921 Est. Cost $74.05 Unrealized +18.3%
AMGN Amgen 0.4%
Value ($000) $2,051 Shares 12,500 Est. Cost $73.61 Unrealized +72.8%
INTC Intel 0.4%
Value ($000) $2,047 Shares 56,755 Est. Cost $17.46 Unrealized +70.0%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,019 Shares 58,911 Est. Cost $68.55 Unrealized
GWW Grainger, W.W. 0.4%
Value ($000) $1,948 Shares 8,367 Est. Cost $204.51 Unrealized +5.3%
FAST Fastenal 0.4%
Value ($000) $1,934 Shares 37,550 Est. Cost $8.79 Unrealized +13.0%
WEX WEX 0.4%
Value ($000) $1,926 Shares 18,610 Est. Cost $94.77 Unrealized +17.1%
HD Home Depot 0.4%
Value ($000) $1,922 Shares 13,088 Est. Cost $56.37 Unrealized +102.9%
IBM IBM 0.4%
Value ($000) $1,905 Shares 10,941 Est. Cost $118.94 Unrealized -3.8%
MPC Marathon Petroleum 0.4%
Value ($000) $1,852 Shares 36,638 Est. Cost $32.29 Unrealized +17.1%
AMZN Amazon.com 0.3%
Value ($000) $1,740 Shares 1,963 Est. Cost $13.43 Unrealized +210.4%
PFE Pfizer 0.3%
Value ($000) $1,648 Shares 48,162 Est. Cost $16.61 Unrealized +28.9%
XRAY Dentsply Sirona 0.3%
Value ($000) $1,643 Shares 26,317 Est. Cost $59.08 Unrealized +1.9%
EL Estee Lauder 0.3%
Value ($000) $1,607 Shares 18,948 Est. Cost $74.33 Unrealized -0.6%
HSIC Henry Schein 0.3%
Value ($000) $1,525 Shares 8,971 Est. Cost $38.13 Unrealized +70.4%
BDX Becton, Dickinson 0.3%
Value ($000) $1,480 Shares 8,066 Est. Cost $78.41 Unrealized +94.7%
Tiffany 0.3%
Value ($000) $1,452 Shares 15,240 Est. Cost $75.16 Unrealized
WELL Welltower, Inc. 0.3%
Value ($000) $1,431 Shares 20,200 Est. Cost $54.00 Unrealized -9.6%
EOG EOG Resources 0.3%
Value ($000) $1,406 Shares 14,410 Est. Cost $58.89 Unrealized +26.1%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,353 Shares 23,950 Est. Cost $31.69 Unrealized +55.0%
FLO Flowers Foods 0.3%
Value ($000) $1,325 Shares 68,275 Est. Cost $13.95 Unrealized -0.8%
SLB Schlumberger 0.2%
Value ($000) $1,277 Shares 16,346 Est. Cost $55.37 Unrealized +14.4%
Panera Bread 0.2%
Value ($000) $1,170 Shares 4,467 Est. Cost $184.71 Unrealized
D Dominion Resources 0.2%
Value ($000) $1,152 Shares 14,850 Est. Cost $34.53 Unrealized +48.3%
DE Deere & Company 0.2%
Value ($000) $1,116 Shares 10,250 Est. Cost $68.04 Unrealized +38.7%
Kellogg 0.2%
Value ($000) $1,067 Shares 14,700 Est. Cost $38.92 Unrealized +28.6%
BFS Saul Centers 0.2%
Value ($000) $932 Shares 15,130 Est. Cost $46.29 Unrealized
Dr. Pepper Snapple 0.2%
Value ($000) $918 Shares 9,375 Est. Cost $47.32 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $847 Shares 15,568 Est. Cost $45.92 Unrealized -13.0%
V Visa 0.2%
Value ($000) $811 Shares 9,125 Est. Cost $71.24 Unrealized +13.5%
FTV Fortive 0.2%
Value ($000) $809 Shares 13,435 Est. Cost $30.87 Unrealized +12.0%
ROST Ross Stores 0.1%
Value ($000) $769 Shares 11,670 Est. Cost $37.48 Unrealized +63.2%
HSY Hershey Company 0.1%
Value ($000) $764 Shares 6,995 Est. Cost $71.62 Unrealized +21.2%
ISRG Intuitive Surgical 0.1%
Value ($000) $740 Shares 965 Est. Cost $54.33 Unrealized +45.4%
WSO Watsco 0.1%
Value ($000) $701 Shares 4,895 Est. Cost $149.72 Unrealized 0.0%
GPC Genuine Parts 0.1%
Value ($000) $689 Shares 7,460 Est. Cost $62.69 Unrealized +18.4%
EQR Equity Residential Properties 0.1%
Value ($000) $667 Shares 10,720 Est. Cost $31.42 Unrealized +43.9%
CVX Chevron 0.1%
Value ($000) $665 Shares 6,196 Est. Cost $69.46 Unrealized +10.5%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $663 Shares 27,966 Est. Cost $6.50 Unrealized +58.9%
HCP Inc. 0.1%
Value ($000) $601 Shares 19,200 Est. Cost $43.98 Unrealized
HCSG Healthcare Services Group 0.1%
Value ($000) $569 Shares 13,200 Est. Cost $25.14 Unrealized +63.6%
CSX CSX Corp. 0.1%
Value ($000) $559 Shares 12,000 Est. Cost $6.66 Unrealized +102.6%
PRAA PRA Group 0.1%
Value ($000) $536 Shares 16,175 Est. Cost $34.09 Unrealized +10.2%
HPQ HP Inc. 0.1%
Value ($000) $495 Shares 27,700 Est. Cost $11.22 Unrealized +7.8%
TRMB Trimble Inc. 0.1%
Value ($000) $466 Shares 14,560 Est. Cost $29.78 Unrealized +3.8%
KHC Kraft Heinz 0.1%
Value ($000) $464 Shares 5,108 Est. Cost $48.53 Unrealized +23.5%
MO Altria 0.1%
Value ($000) $414 Shares 5,800 Est. Cost $24.45 Unrealized +57.7%
DUK Duke Energy 0.1%
Value ($000) $413 Shares 5,030 Est. Cost $42.21 Unrealized +31.0%
JPM JPMorgan Chase 0.1%
Value ($000) $385 Shares 4,384 Est. Cost $41.72 Unrealized +67.0%
COP ConocoPhillips 0.1%
Value ($000) $376 Shares 7,535 Est. Cost $42.95 Unrealized -14.8%
ULTA Ulta Beauty 0.1%
Value ($000) $364 Shares 1,275 Est. Cost $165.12 Unrealized +65.8%
INGR Ingredion 0.1%
Value ($000) $361 Shares 3,000 Est. Cost $80.34 Unrealized +52.2%
SEIC SEI Investments 0.1%
Value ($000) $353 Shares 7,000 Est. Cost $26.47 Unrealized +70.5%
Time Warner New 0.1%
Value ($000) $353 Shares 3,610 Est. Cost $86.98 Unrealized
ZTS Zoetis 0.1%
Value ($000) $347 Shares 6,500 Est. Cost $50.46 Unrealized 0.0%
MDLZ Mondelez Int'l 0.1%
Value ($000) $341 Shares 7,907 Est. Cost $28.45 Unrealized +26.1%
Noble Energy 0.1%
Value ($000) $340 Shares 9,900 Est. Cost $60.00 Unrealized
MNST Monster Beverage 0.1%
Value ($000) $332 Shares 7,200 Est. Cost $23.31 Unrealized -4.2%
CAT Caterpillar 0.1%
Value ($000) $330 Shares 3,553 Est. Cost $60.35 Unrealized +28.7%
WY Weyerhaeuser 0.1%
Value ($000) $328 Shares 9,648 Est. Cost $18.65 Unrealized +23.5%
STT State Street Corp. 0.1%
Value ($000) $310 Shares 3,899 Est. Cost $57.63 Unrealized +5.7%
KIM Kimco Realty 0.1%
Value ($000) $310 Shares 14,050 Est. Cost $12.78 Unrealized +20.1%
NOC Northrop Grumman 0.1%
Value ($000) $305 Shares 1,282 Est. Cost $114.24 Unrealized +80.1%
WGL Holdings 0.1%
Value ($000) $301 Shares 3,650 Est. Cost $54.94 Unrealized
VFC VF Corporation 0.1%
Value ($000) $298 Shares 5,415 Est. Cost $61.34 Unrealized -19.6%
Aetna 0.0%
Value ($000) $255 Shares 2,000 Est. Cost $127.00 Unrealized
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $253 Shares 305 Est. Cost $35.61 Unrealized +14.3%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $250 Shares 1 Est. Cost $199512.94 Unrealized +25.7%
L3 Technologies 0.0%
Value ($000) $236 Shares 1,425 Est. Cost $146.89 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $227 Shares 1,500 Est. Cost $84.55 Unrealized +38.7%
GIS General Mills 0.0%
Value ($000) $223 Shares 3,782 Est. Cost $32.23 Unrealized +38.5%
ORCL Oracle Corp. 0.0%
Value ($000) $216 Shares 4,851 Est. Cost $36.49 Unrealized 0.0%
ADI Analog Devices 0.0%
Value ($000) $216 Shares 2,633 Est. Cost $66.43 Unrealized 0.0%
Kayne Anderson 0.0%
Value ($000) $210 Shares 9,987 Est. Cost $21.03 Unrealized
SU Suncor Energy 0.0%
Value ($000) $207 Shares 6,750 Est. Cost $20.73 Unrealized +9.5%
PGR Progressive Corp. 0.0%
Value ($000) $204 Shares 5,200 Est. Cost $29.31 Unrealized 0.0%