WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 18, 2017

Total Value ($000): $530,748 (100.0% shares, 0.0% debt)

Holdings (143)

ADP Automatic Data Processing 4.7%
Value ($000) $25,210 Shares 246,046 Est. Cost $45.45 Unrealized +85.3%
MA Mastercard 4.1%
Value ($000) $21,666 Shares 178,392 Est. Cost $70.99 Unrealized +59.3%
SYK Stryker 3.5%
Value ($000) $18,838 Shares 135,740 Est. Cost $61.57 Unrealized +102.6%
ECL Ecolab 3.5%
Value ($000) $18,549 Shares 139,728 Est. Cost $74.34 Unrealized +58.3%
TJX TJX Companies 3.0%
Value ($000) $16,122 Shares 223,393 Est. Cost $21.34 Unrealized +56.5%
AAPL Apple 3.0%
Value ($000) $16,113 Shares 111,882 Est. Cost $18.35 Unrealized +87.0%
CL Colgate-Palmolive 2.9%
Value ($000) $15,453 Shares 208,459 Est. Cost $44.45 Unrealized +36.4%
JNJ Johnson & Johnson 2.9%
Value ($000) $15,308 Shares 115,719 Est. Cost $60.16 Unrealized +66.9%
NKE NIKE 'B' 2.8%
Value ($000) $14,819 Shares 251,175 Est. Cost $42.01 Unrealized +14.8%
KO Coca-Cola 2.6%
Value ($000) $14,052 Shares 313,311 Est. Cost $27.85 Unrealized +20.9%
MCD McDonald's 2.4%
Value ($000) $12,865 Shares 83,999 Est. Cost $71.80 Unrealized +64.2%
CHD Church & Dwight 2.3%
Value ($000) $12,242 Shares 235,961 Est. Cost $35.05 Unrealized +30.7%
MKC McCormick & Co. 2.3%
Value ($000) $12,074 Shares 123,825 Est. Cost $28.42 Unrealized +51.0%
XOM ExxonMobil 2.2%
Value ($000) $11,577 Shares 143,406 Est. Cost $53.77 Unrealized +3.2%
Celgene 2.2%
Value ($000) $11,558 Shares 89,000 Est. Cost $101.18 Unrealized
FISV Fiserv 2.1%
Value ($000) $11,395 Shares 93,140 Est. Cost $25.30 Unrealized +139.1%
ABT Abbott Labs 1.9%
Value ($000) $10,247 Shares 210,794 Est. Cost $29.43 Unrealized +32.2%
PEP PepsiCo 1.7%
Value ($000) $9,273 Shares 80,292 Est. Cost $56.34 Unrealized +56.5%
MSFT Microsoft 1.7%
Value ($000) $8,904 Shares 129,168 Est. Cost $26.70 Unrealized +133.4%
PG Procter & Gamble 1.7%
Value ($000) $8,861 Shares 101,678 Est. Cost $55.18 Unrealized +27.1%
ABBV AbbVie 1.6%
Value ($000) $8,695 Shares 119,910 Est. Cost $26.55 Unrealized +76.9%
United Technologies 1.4%
Value ($000) $7,651 Shares 62,660 Est. Cost $94.07 Unrealized
INTU Intuit 1.4%
Value ($000) $7,304 Shares 54,998 Est. Cost $57.59 Unrealized +111.9%
Walgreens Boots Alliance 1.4%
Value ($000) $7,229 Shares 92,318 Est. Cost $76.03 Unrealized
FDS FactSet Research Systems 1.3%
Value ($000) $7,084 Shares 42,626 Est. Cost $93.65 Unrealized +60.0%
IDXX IDEXX Labs 1.1%
Value ($000) $6,056 Shares 37,516 Est. Cost $61.57 Unrealized +163.7%
DHR Danaher 1.1%
Value ($000) $5,865 Shares 69,500 Est. Cost $33.39 Unrealized +114.9%
NEE NextEra Energy 1.1%
Value ($000) $5,670 Shares 40,463 Est. Cost $20.60 Unrealized +33.7%
DIS Disney, Walt 1.1%
Value ($000) $5,638 Shares 53,062 Est. Cost $87.93 Unrealized +16.5%
SBUX Starbucks 1.0%
Value ($000) $5,466 Shares 93,734 Est. Cost $39.95 Unrealized +25.7%
USB US Bancorp 1.0%
Value ($000) $5,349 Shares 103,015 Est. Cost $24.69 Unrealized +49.7%
BF/B Brown-Forman 'B' 1.0%
Value ($000) $5,280 Shares 108,644 Est. Cost $28.10 Unrealized +19.2%
ITW Illinois Tool Works 1.0%
Value ($000) $5,217 Shares 36,422 Est. Cost $50.91 Unrealized +122.6%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,167 Shares 41,779 Est. Cost $80.68 Unrealized +32.8%
BR Broadridge Financial Solutions 0.9%
Value ($000) $4,932 Shares 65,273 Est. Cost $40.72 Unrealized +53.2%
GOOGL Alphabet Inc. Class A 0.9%
Value ($000) $4,669 Shares 5,022 Est. Cost $40.23 Unrealized +15.4%
SYY Sysco Corp. 0.9%
Value ($000) $4,648 Shares 92,357 Est. Cost $24.84 Unrealized +71.7%
AMT American Tower 'A' 0.8%
Value ($000) $4,352 Shares 32,888 Est. Cost $76.37 Unrealized +34.7%
PFF iShares S&P US Pfd 0.8%
Value ($000) $4,331 Shares 110,580 Est. Cost $39.38 Unrealized
LLY Lilly, Eli 0.6%
Value ($000) $3,355 Shares 40,766 Est. Cost $42.21 Unrealized +68.9%
RHHBY Roche Holding Ltd ADR 0.6%
Value ($000) $3,239 Shares 101,850 Est. Cost $49.05 Unrealized
PAYX Paychex 0.6%
Value ($000) $3,116 Shares 54,725 Est. Cost $26.21 Unrealized +73.3%
MRK Merck 0.6%
Value ($000) $3,046 Shares 47,529 Est. Cost $40.15 Unrealized +15.9%
GILD Gilead Sciences 0.6%
Value ($000) $2,966 Shares 41,908 Est. Cost $55.92 Unrealized -13.6%
QCOM QUALCOMM 0.5%
Value ($000) $2,882 Shares 52,188 Est. Cost $46.43 Unrealized -4.7%
BCPC Balchem 0.5%
Value ($000) $2,831 Shares 36,425 Est. Cost $48.33 Unrealized +57.2%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,760 Shares 26,570 Est. Cost $57.63 Unrealized +56.4%
APD Air Products & Chemicals 0.5%
Value ($000) $2,719 Shares 19,007 Est. Cost $61.75 Unrealized +86.0%
VZ Verizon Communications 0.5%
Value ($000) $2,718 Shares 60,853 Est. Cost $27.25 Unrealized +8.4%
T AT&T 0.5%
Value ($000) $2,714 Shares 71,925 Est. Cost $11.82 Unrealized +34.8%
CVS CVS Health 0.5%
Value ($000) $2,568 Shares 31,915 Est. Cost $57.13 Unrealized +5.6%
MMM 3M Company 0.5%
Value ($000) $2,564 Shares 12,318 Est. Cost $69.86 Unrealized +78.5%
EMR Emerson Electric 0.5%
Value ($000) $2,563 Shares 42,994 Est. Cost $39.77 Unrealized +20.7%
CDK Global Inc. 0.5%
Value ($000) $2,504 Shares 40,346 Est. Cost $59.68 Unrealized
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,489 Shares 14,695 Est. Cost $146.01 Unrealized +13.9%
CTSH Cognizant Technology 0.5%
Value ($000) $2,486 Shares 37,437 Est. Cost $43.83 Unrealized +28.7%
WMT Wal-Mart Stores 0.4%
Value ($000) $2,383 Shares 31,490 Est. Cost $19.98 Unrealized +10.2%
CSCO Cisco Systems 0.4%
Value ($000) $2,378 Shares 75,971 Est. Cost $15.33 Unrealized +63.4%
Weingarten Realty 0.4%
Value ($000) $2,336 Shares 77,623 Est. Cost $35.24 Unrealized
LOW Lowe's 0.4%
Value ($000) $2,310 Shares 29,798 Est. Cost $32.88 Unrealized +112.0%
EL Estee Lauder 0.4%
Value ($000) $2,294 Shares 23,903 Est. Cost $75.99 Unrealized +8.4%
PM Philip Morris Int'l 0.4%
Value ($000) $2,279 Shares 19,407 Est. Cost $49.72 Unrealized +49.4%
Stericycle 0.4%
Value ($000) $2,269 Shares 29,732 Est. Cost $112.40 Unrealized
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,250 Shares 52,461 Est. Cost $68.55 Unrealized
UNP Union Pacific 0.4%
Value ($000) $2,246 Shares 20,621 Est. Cost $74.60 Unrealized +20.8%
General Electric 0.4%
Value ($000) $2,185 Shares 80,900 Est. Cost $23.32 Unrealized
AMGN Amgen 0.4%
Value ($000) $2,153 Shares 12,500 Est. Cost $73.61 Unrealized +70.3%
HP Helmerich & Payne 0.4%
Value ($000) $2,031 Shares 37,372 Est. Cost $62.73 Unrealized -6.5%
HD Home Depot 0.4%
Value ($000) $2,016 Shares 13,143 Est. Cost $56.37 Unrealized +120.8%
WSO Watsco 0.4%
Value ($000) $1,959 Shares 12,705 Est. Cost $145.52 Unrealized -1.8%
INTC Intel 0.4%
Value ($000) $1,929 Shares 57,171 Est. Cost $17.46 Unrealized +69.4%
MPC Marathon Petroleum 0.4%
Value ($000) $1,920 Shares 36,691 Est. Cost $32.29 Unrealized +22.4%
Praxair 0.4%
Value ($000) $1,905 Shares 14,375 Est. Cost $116.25 Unrealized
WEX WEX 0.4%
Value ($000) $1,899 Shares 18,215 Est. Cost $94.77 Unrealized +8.6%
AMZN Amazon.com 0.4%
Value ($000) $1,898 Shares 1,961 Est. Cost $13.43 Unrealized +255.3%
BDX Becton, Dickinson 0.3%
Value ($000) $1,662 Shares 8,516 Est. Cost $82.75 Unrealized +94.0%
HSIC Henry Schein 0.3%
Value ($000) $1,642 Shares 8,971 Est. Cost $38.13 Unrealized +82.7%
IBM IBM 0.3%
Value ($000) $1,627 Shares 10,574 Est. Cost $118.94 Unrealized -12.8%
PFE Pfizer 0.3%
Value ($000) $1,568 Shares 46,691 Est. Cost $16.61 Unrealized +30.1%
XRAY Dentsply Sirona 0.3%
Value ($000) $1,544 Shares 23,814 Est. Cost $59.08 Unrealized +6.9%
WELL Welltower, Inc. 0.3%
Value ($000) $1,529 Shares 20,425 Est. Cost $54.00 Unrealized -0.8%
GWW Grainger, W.W. 0.3%
Value ($000) $1,473 Shares 8,162 Est. Cost $204.51 Unrealized -18.8%
Tiffany 0.3%
Value ($000) $1,431 Shares 15,240 Est. Cost $75.16 Unrealized
EXPD Expeditors Int'l 0.3%
Value ($000) $1,353 Shares 23,950 Est. Cost $31.69 Unrealized +56.0%
EOG EOG Resources 0.2%
Value ($000) $1,295 Shares 14,310 Est. Cost $58.89 Unrealized +16.6%
DE Deere & Company 0.2%
Value ($000) $1,267 Shares 10,250 Est. Cost $68.04 Unrealized +51.0%
TSCO Tractor Supply Company 0.2%
Value ($000) $1,221 Shares 22,530 Est. Cost $15.06 Unrealized -30.9%
FAST Fastenal 0.2%
Value ($000) $1,208 Shares 27,750 Est. Cost $8.79 Unrealized +2.0%
FLO Flowers Foods 0.2%
Value ($000) $1,151 Shares 66,500 Est. Cost $13.95 Unrealized -4.3%
SLB Schlumberger 0.2%
Value ($000) $1,077 Shares 16,356 Est. Cost $55.37 Unrealized +0.8%
V Visa 0.2%
Value ($000) $1,046 Shares 11,151 Est. Cost $74.18 Unrealized +17.9%
Kellogg 0.2%
Value ($000) $1,021 Shares 14,700 Est. Cost $38.92 Unrealized +26.2%
D Dominion Energy 0.2%
Value ($000) $1,016 Shares 13,260 Est. Cost $34.53 Unrealized +55.6%
ISRG Intuitive Surgical 0.2%
Value ($000) $903 Shares 965 Est. Cost $54.33 Unrealized +76.9%
Panera Bread 0.2%
Value ($000) $888 Shares 2,821 Est. Cost $184.71 Unrealized
BFS Saul Centers 0.2%
Value ($000) $877 Shares 15,130 Est. Cost $46.29 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $870 Shares 15,611 Est. Cost $45.92 Unrealized -13.1%
FTV Fortive 0.2%
Value ($000) $867 Shares 13,685 Est. Cost $31.00 Unrealized +22.6%
Dr. Pepper Snapple 0.2%
Value ($000) $863 Shares 9,475 Est. Cost $47.79 Unrealized
HSY Hershey Company 0.1%
Value ($000) $740 Shares 6,895 Est. Cost $71.62 Unrealized +25.4%
EQR Equity Residential Properties 0.1%
Value ($000) $706 Shares 10,720 Est. Cost $31.42 Unrealized +51.6%
GPC Genuine Parts 0.1%
Value ($000) $692 Shares 7,460 Est. Cost $62.69 Unrealized +14.0%
ROST Ross Stores 0.1%
Value ($000) $686 Shares 11,875 Est. Cost $37.83 Unrealized +51.4%
HCSG Healthcare Services Group 0.1%
Value ($000) $665 Shares 14,200 Est. Cost $26.62 Unrealized +73.6%
CSX CSX Corp. 0.1%
Value ($000) $658 Shares 12,056 Est. Cost $6.66 Unrealized +128.6%
HCP Inc. 0.1%
Value ($000) $614 Shares 19,200 Est. Cost $43.98 Unrealized
PRAA PRA Group 0.1%
Value ($000) $613 Shares 16,175 Est. Cost $34.09 Unrealized +2.2%
CVX Chevron 0.1%
Value ($000) $565 Shares 5,415 Est. Cost $69.46 Unrealized +5.4%
TRMB Trimble Inc. 0.1%
Value ($000) $519 Shares 14,560 Est. Cost $29.78 Unrealized +16.5%
ZTS Zoetis 0.1%
Value ($000) $499 Shares 8,000 Est. Cost $51.37 Unrealized +7.6%
HPQ HP Inc. 0.1%
Value ($000) $484 Shares 27,700 Est. Cost $11.22 Unrealized +23.2%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $460 Shares 27,700 Est. Cost $6.50 Unrealized +65.1%
KHC Kraft Heinz 0.1%
Value ($000) $437 Shares 5,108 Est. Cost $48.53 Unrealized +25.2%
MO Altria 0.1%
Value ($000) $434 Shares 5,833 Est. Cost $24.45 Unrealized +60.7%
JPM JPMorgan Chase 0.1%
Value ($000) $422 Shares 4,617 Est. Cost $43.07 Unrealized +59.1%
DUK Duke Energy 0.1%
Value ($000) $420 Shares 5,030 Est. Cost $42.21 Unrealized +40.0%
CAT Caterpillar 0.1%
Value ($000) $382 Shares 3,553 Est. Cost $60.35 Unrealized +39.3%
SEIC SEI Investments 0.1%
Value ($000) $376 Shares 7,000 Est. Cost $26.47 Unrealized +74.3%
ULTA Ulta Beauty 0.1%
Value ($000) $371 Shares 1,291 Est. Cost $166.69 Unrealized +75.1%
Time Warner New 0.1%
Value ($000) $368 Shares 3,666 Est. Cost $87.19 Unrealized
MNST Monster Beverage 0.1%
Value ($000) $361 Shares 7,264 Est. Cost $23.31 Unrealized +3.3%
INGR Ingredion 0.1%
Value ($000) $358 Shares 3,000 Est. Cost $80.34 Unrealized +47.8%
STT State Street Corp. 0.1%
Value ($000) $350 Shares 3,899 Est. Cost $57.63 Unrealized +11.4%
MDLZ Mondelez Int'l 0.1%
Value ($000) $344 Shares 7,963 Est. Cost $28.45 Unrealized +28.9%
COP ConocoPhillips 0.1%
Value ($000) $332 Shares 7,561 Est. Cost $42.95 Unrealized -17.4%
NOC Northrop Grumman 0.1%
Value ($000) $329 Shares 1,282 Est. Cost $114.24 Unrealized +90.4%
WY Weyerhaeuser 0.1%
Value ($000) $323 Shares 9,648 Est. Cost $18.65 Unrealized +28.9%
EW Edwards Lifesciences 0.1%
Value ($000) $316 Shares 2,670 Est. Cost $36.50 Unrealized 0.0%
WGL Holdings 0.1%
Value ($000) $305 Shares 3,650 Est. Cost $54.94 Unrealized
Aetna 0.1%
Value ($000) $304 Shares 2,000 Est. Cost $127.00 Unrealized
Noble Energy 0.1%
Value ($000) $280 Shares 9,900 Est. Cost $60.00 Unrealized
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $277 Shares 305 Est. Cost $35.61 Unrealized +27.6%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $255 Shares 1 Est. Cost $199512.94 Unrealized +25.1%
KIM Kimco Realty 0.0%
Value ($000) $252 Shares 13,750 Est. Cost $12.78 Unrealized -0.8%
CMI Cummins Inc. 0.0%
Value ($000) $243 Shares 1,500 Est. Cost $84.55 Unrealized +46.4%
L3 Technologies 0.0%
Value ($000) $238 Shares 1,425 Est. Cost $146.89 Unrealized
PGR Progressive Corp. 0.0%
Value ($000) $229 Shares 5,200 Est. Cost $29.31 Unrealized +9.5%
ORCL Oracle Corp. 0.0%
Value ($000) $214 Shares 4,266 Est. Cost $36.49 Unrealized +9.9%
VFC VF Corporation 0.0%
Value ($000) $211 Shares 3,665 Est. Cost $61.34 Unrealized -15.9%
GIS General Mills 0.0%
Value ($000) $210 Shares 3,782 Est. Cost $32.23 Unrealized +30.3%
The Priceline Group 0.0%
Value ($000) $209 Shares 112 Est. Cost $1866.07 Unrealized
ADI Analog Devices 0.0%
Value ($000) $205 Shares 2,633 Est. Cost $66.43 Unrealized +1.6%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $204 Shares 415 Est. Cost $435.19 Unrealized 0.0%