WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 17, 2017

Total Value ($000): $565,928 (100.0% shares, 0.0% debt)

Holdings (156)

ADP Automatic Data Processing 4.6%
Value ($000) $26,274 Shares 240,336 Est. Cost $45.45 Unrealized +97.1%
MA Mastercard 4.4%
Value ($000) $25,179 Shares 178,322 Est. Cost $70.99 Unrealized +78.0%
SYK Stryker 3.4%
Value ($000) $19,373 Shares 136,409 Est. Cost $61.57 Unrealized +112.4%
ECL Ecolab 3.2%
Value ($000) $18,066 Shares 140,468 Est. Cost $74.34 Unrealized +61.5%
AAPL Apple 3.1%
Value ($000) $17,366 Shares 112,677 Est. Cost $18.35 Unrealized +97.0%
TJX TJX Companies 2.9%
Value ($000) $16,665 Shares 226,028 Est. Cost $21.46 Unrealized +47.6%
JNJ Johnson & Johnson 2.7%
Value ($000) $15,145 Shares 116,489 Est. Cost $60.16 Unrealized +74.5%
CL Colgate-Palmolive 2.7%
Value ($000) $15,070 Shares 206,857 Est. Cost $44.45 Unrealized +33.2%
KO Coca-Cola 2.5%
Value ($000) $14,015 Shares 311,371 Est. Cost $27.85 Unrealized +25.4%
Celgene 2.4%
Value ($000) $13,523 Shares 92,735 Est. Cost $102.98 Unrealized
NKE NIKE 'B' 2.3%
Value ($000) $13,171 Shares 254,025 Est. Cost $42.11 Unrealized +19.6%
MCD McDonald's 2.3%
Value ($000) $13,062 Shares 83,366 Est. Cost $71.80 Unrealized +79.2%
MKC McCormick 2.3%
Value ($000) $12,790 Shares 124,615 Est. Cost $28.42 Unrealized +44.6%
FISV Fiserv 2.2%
Value ($000) $12,378 Shares 95,980 Est. Cost $26.39 Unrealized +135.4%
CHD Church & Dwight 2.0%
Value ($000) $11,456 Shares 236,453 Est. Cost $35.05 Unrealized +30.3%
ABT Abbott Labs 2.0%
Value ($000) $11,326 Shares 212,252 Est. Cost $29.43 Unrealized +47.3%
XOM ExxonMobil 2.0%
Value ($000) $11,112 Shares 135,541 Est. Cost $53.77 Unrealized +1.1%
ABBV AbbVie 1.9%
Value ($000) $10,671 Shares 120,093 Est. Cost $26.55 Unrealized +102.1%
PG Procter & Gamble 1.8%
Value ($000) $10,372 Shares 114,008 Est. Cost $57.11 Unrealized +27.9%
MSFT Microsoft 1.7%
Value ($000) $9,555 Shares 128,268 Est. Cost $26.70 Unrealized +149.7%
PEP PepsiCo 1.6%
Value ($000) $8,934 Shares 80,171 Est. Cost $56.34 Unrealized +58.7%
INTU Intuit 1.4%
Value ($000) $7,849 Shares 55,223 Est. Cost $57.59 Unrealized +126.1%
FDS FactSet Research Systems 1.4%
Value ($000) $7,736 Shares 42,951 Est. Cost $93.65 Unrealized +60.2%
NEE NextEra Energy 1.3%
Value ($000) $7,395 Shares 50,463 Est. Cost $22.40 Unrealized +32.7%
United Technologies 1.3%
Value ($000) $7,208 Shares 62,096 Est. Cost $94.07 Unrealized
Walgreens Boots Alliance 1.2%
Value ($000) $6,882 Shares 89,128 Est. Cost $76.03 Unrealized
DHR Danaher 1.2%
Value ($000) $6,747 Shares 78,660 Est. Cost $37.78 Unrealized +88.1%
PFF iShares S&P US Pfd 1.1%
Value ($000) $6,057 Shares 156,080 Est. Cost $39.21 Unrealized
BF/B Brown-Forman 'B' 1.0%
Value ($000) $5,914 Shares 108,919 Est. Cost $28.10 Unrealized +23.7%
BR Broadridge Financial Solutions 1.0%
Value ($000) $5,764 Shares 71,316 Est. Cost $42.94 Unrealized +55.7%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,703 Shares 42,219 Est. Cost $81.04 Unrealized +41.5%
IDXX IDEXX Labs 1.0%
Value ($000) $5,596 Shares 35,992 Est. Cost $61.57 Unrealized +156.8%
DIS Disney, Walt 1.0%
Value ($000) $5,551 Shares 56,315 Est. Cost $88.45 Unrealized +9.6%
ITW Illinois Tool Works 0.9%
Value ($000) $5,335 Shares 36,060 Est. Cost $50.91 Unrealized +128.0%
USB US Bancorp 0.9%
Value ($000) $5,321 Shares 99,290 Est. Cost $24.69 Unrealized +52.9%
AMT American Tower 'A' 0.9%
Value ($000) $5,268 Shares 38,543 Est. Cost $81.64 Unrealized +37.6%
GOOGL Alphabet Class A 0.9%
Value ($000) $5,263 Shares 5,405 Est. Cost $40.71 Unrealized +15.6%
SBUX Starbucks 0.9%
Value ($000) $5,237 Shares 97,504 Est. Cost $40.19 Unrealized +15.0%
SYY Sysco 0.9%
Value ($000) $4,972 Shares 92,157 Est. Cost $24.84 Unrealized +68.4%
MPC Marathon Petroleum 0.8%
Value ($000) $4,457 Shares 79,479 Est. Cost $37.15 Unrealized +11.2%
LLY Lilly, Eli 0.6%
Value ($000) $3,450 Shares 40,332 Est. Cost $42.21 Unrealized +70.9%
BDX Becton, Dickinson 0.6%
Value ($000) $3,308 Shares 16,882 Est. Cost $126.51 Unrealized +35.2%
PAYX Paychex 0.6%
Value ($000) $3,269 Shares 54,525 Est. Cost $26.21 Unrealized +70.1%
MRK Merck 0.6%
Value ($000) $3,223 Shares 50,337 Est. Cost $40.51 Unrealized +15.2%
GILD Gilead Sciences 0.5%
Value ($000) $3,111 Shares 38,393 Est. Cost $55.92 Unrealized +0.0%
VZ Verizon Communications 0.5%
Value ($000) $3,074 Shares 62,119 Est. Cost $27.31 Unrealized +10.7%
BCPC Balchem 0.5%
Value ($000) $2,969 Shares 36,525 Est. Cost $48.33 Unrealized +51.5%
WSO Watsco 0.5%
Value ($000) $2,886 Shares 17,915 Est. Cost $147.14 Unrealized +2.7%
APD Air Products & Chemicals 0.5%
Value ($000) $2,867 Shares 18,957 Est. Cost $61.75 Unrealized +92.9%
T AT&T 0.5%
Value ($000) $2,860 Shares 73,025 Est. Cost $11.87 Unrealized +31.4%
CTSH Cognizant Technology 0.5%
Value ($000) $2,797 Shares 38,562 Est. Cost $44.37 Unrealized +40.8%
EMR Emerson Electric 0.5%
Value ($000) $2,733 Shares 43,494 Est. Cost $39.88 Unrealized +23.4%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,728 Shares 14,880 Est. Cost $146.39 Unrealized +20.7%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,721 Shares 26,470 Est. Cost $57.63 Unrealized +62.6%
QCOM QUALCOMM 0.5%
Value ($000) $2,694 Shares 51,973 Est. Cost $46.43 Unrealized -8.9%
EL Estee Lauder 0.5%
Value ($000) $2,653 Shares 24,603 Est. Cost $76.46 Unrealized +20.9%
MMM 3M Company 0.5%
Value ($000) $2,626 Shares 12,513 Est. Cost $70.79 Unrealized +83.5%
RHHBY Roche Holding Ltd ADR 0.5%
Value ($000) $2,621 Shares 81,900 Est. Cost $49.05 Unrealized
CSCO Cisco Systems 0.5%
Value ($000) $2,558 Shares 76,071 Est. Cost $15.33 Unrealized +61.2%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,526 Shares 52,461 Est. Cost $68.55 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $2,464 Shares 31,530 Est. Cost $19.98 Unrealized +14.6%
CDK Global 0.4%
Value ($000) $2,434 Shares 38,580 Est. Cost $59.68 Unrealized
UNP Union Pacific 0.4%
Value ($000) $2,391 Shares 20,621 Est. Cost $74.60 Unrealized +19.5%
LOW Lowe's 0.4%
Value ($000) $2,380 Shares 29,775 Est. Cost $32.88 Unrealized +99.7%
AMGN Amgen 0.4%
Value ($000) $2,293 Shares 12,300 Est. Cost $73.61 Unrealized +86.8%
General Electric 0.4%
Value ($000) $2,286 Shares 94,544 Est. Cost $23.44 Unrealized
HD Home Depot 0.4%
Value ($000) $2,222 Shares 13,584 Est. Cost $58.60 Unrealized +113.6%
INTC Intel 0.4%
Value ($000) $2,193 Shares 57,596 Est. Cost $17.46 Unrealized +69.5%
PM Philip Morris Int'l 0.4%
Value ($000) $2,173 Shares 19,577 Est. Cost $49.72 Unrealized +51.3%
WEX WEX 0.4%
Value ($000) $2,125 Shares 18,940 Est. Cost $95.29 Unrealized +13.7%
PFE Pfizer 0.4%
Value ($000) $2,107 Shares 59,013 Est. Cost $17.79 Unrealized +25.1%
Weingarten Realty 0.4%
Value ($000) $2,050 Shares 64,573 Est. Cost $35.24 Unrealized
CVS CVS Health 0.4%
Value ($000) $2,033 Shares 25,000 Est. Cost $57.13 Unrealized +6.5%
HP Helmerich & Payne 0.3%
Value ($000) $1,958 Shares 37,572 Est. Cost $62.73 Unrealized -21.1%
AMZN Amazon.com 0.3%
Value ($000) $1,890 Shares 1,966 Est. Cost $13.43 Unrealized +265.8%
Stericycle 0.3%
Value ($000) $1,805 Shares 25,207 Est. Cost $112.40 Unrealized
HON Honeywell Int'l 0.3%
Value ($000) $1,752 Shares 12,358 Est. Cost $104.34 Unrealized 0.0%
IBM IBM 0.3%
Value ($000) $1,534 Shares 10,574 Est. Cost $118.94 Unrealized -18.6%
WELL Welltower 0.3%
Value ($000) $1,450 Shares 20,625 Est. Cost $54.00 Unrealized -0.1%
EOG EOG Resources 0.3%
Value ($000) $1,442 Shares 14,910 Est. Cost $59.23 Unrealized +13.9%
HSIC Henry Schein 0.3%
Value ($000) $1,438 Shares 17,542 Est. Cost $52.84 Unrealized +29.1%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,434 Shares 23,950 Est. Cost $31.69 Unrealized +63.1%
XRAY Dentsply Sirona 0.3%
Value ($000) $1,424 Shares 23,814 Est. Cost $59.08 Unrealized +0.6%
Tiffany 0.2%
Value ($000) $1,396 Shares 15,215 Est. Cost $75.16 Unrealized
PPG PPG Industries 0.2%
Value ($000) $1,354 Shares 12,457 Est. Cost $91.06 Unrealized 0.0%
V Visa 0.2%
Value ($000) $1,352 Shares 12,851 Est. Cost $77.03 Unrealized +24.2%
DE Deere & Company 0.2%
Value ($000) $1,303 Shares 10,375 Est. Cost $68.53 Unrealized +58.4%
FAST Fastenal 0.2%
Value ($000) $1,265 Shares 27,750 Est. Cost $8.79 Unrealized -1.4%
GWW Grainger, W.W. 0.2%
Value ($000) $1,260 Shares 7,012 Est. Cost $204.51 Unrealized -26.9%
Praxair 0.2%
Value ($000) $1,239 Shares 8,870 Est. Cost $116.25 Unrealized
SLB Schlumberger 0.2%
Value ($000) $1,214 Shares 17,406 Est. Cost $55.16 Unrealized -6.0%
FLO Flowers Foods 0.2%
Value ($000) $1,190 Shares 63,250 Est. Cost $13.95 Unrealized -8.7%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,032 Shares 16,186 Est. Cost $45.82 Unrealized -5.9%
D Dominion Energy 0.2%
Value ($000) $1,027 Shares 13,347 Est. Cost $34.53 Unrealized +55.4%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,009 Shares 965 Est. Cost $54.33 Unrealized +100.6%
FTV Fortive 0.2%
Value ($000) $983 Shares 13,885 Est. Cost $31.13 Unrealized +29.2%
TSCO Tractor Supply Company 0.2%
Value ($000) $947 Shares 14,965 Est. Cost $15.06 Unrealized -33.8%
BFS Saul Centers 0.2%
Value ($000) $937 Shares 15,130 Est. Cost $46.29 Unrealized
Kellogg 0.2%
Value ($000) $917 Shares 14,700 Est. Cost $38.92 Unrealized +19.5%
Dr. Pepper Snapple 0.2%
Value ($000) $863 Shares 9,760 Est. Cost $48.97 Unrealized
ROST Ross Stores 0.1%
Value ($000) $801 Shares 12,410 Est. Cost $38.48 Unrealized +37.6%
HSY Hershey Company 0.1%
Value ($000) $794 Shares 7,275 Est. Cost $72.44 Unrealized +20.4%
HCSG Healthcare Services Group 0.1%
Value ($000) $766 Shares 14,200 Est. Cost $26.62 Unrealized +93.2%
ULTA Ulta Beauty 0.1%
Value ($000) $749 Shares 3,315 Est. Cost $211.89 Unrealized +13.6%
GPC Genuine Parts 0.1%
Value ($000) $714 Shares 7,460 Est. Cost $62.69 Unrealized +6.4%
EQR Equity Residential Properties 0.1%
Value ($000) $707 Shares 10,720 Est. Cost $31.42 Unrealized +56.4%
Fortune Brands Home & Security 0.1%
Value ($000) $696 Shares 10,347 Est. Cost $67.27 Unrealized
Raytheon 0.1%
Value ($000) $682 Shares 3,653 Est. Cost $186.70 Unrealized
CSX CSX 0.1%
Value ($000) $660 Shares 12,156 Est. Cost $6.66 Unrealized +129.8%
CVX Chevron 0.1%
Value ($000) $653 Shares 5,557 Est. Cost $69.63 Unrealized +9.4%
DowDupont 0.1%
Value ($000) $618 Shares 8,923 Est. Cost $69.26 Unrealized
ALCO Alico 0.1%
Value ($000) $610 Shares 17,866 Est. Cost $27.33 Unrealized 0.0%
ZTS Zoetis 0.1%
Value ($000) $606 Shares 9,500 Est. Cost $52.53 Unrealized +11.8%
FDX FedEx 0.1%
Value ($000) $600 Shares 2,662 Est. Cost $184.90 Unrealized 0.0%
Marathon Oil 0.1%
Value ($000) $600 Shares 44,260 Est. Cost $13.56 Unrealized
TRMB Trimble 0.1%
Value ($000) $556 Shares 14,160 Est. Cost $29.78 Unrealized +27.7%
HPQ HP 0.1%
Value ($000) $553 Shares 27,700 Est. Cost $11.22 Unrealized +28.7%
EW Edwards Lifesciences 0.1%
Value ($000) $549 Shares 5,025 Est. Cost $37.27 Unrealized +2.3%
HCP 0.1%
Value ($000) $545 Shares 19,600 Est. Cost $43.65 Unrealized
JPM JPMorgan Chase 0.1%
Value ($000) $472 Shares 4,943 Est. Cost $45.09 Unrealized +63.4%
CAT Caterpillar 0.1%
Value ($000) $443 Shares 3,553 Est. Cost $60.35 Unrealized +59.1%
DUK Duke Energy 0.1%
Value ($000) $435 Shares 5,180 Est. Cost $42.75 Unrealized +42.3%
PRAA PRA Group 0.1%
Value ($000) $433 Shares 15,100 Est. Cost $34.09 Unrealized -2.1%
SEIC SEI Investments 0.1%
Value ($000) $427 Shares 7,000 Est. Cost $26.47 Unrealized +92.7%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $407 Shares 27,700 Est. Cost $6.50 Unrealized +62.4%
MNST Monster Beverage 0.1%
Value ($000) $401 Shares 7,264 Est. Cost $23.31 Unrealized +15.7%
WGL Holdings 0.1%
Value ($000) $397 Shares 4,717 Est. Cost $61.55 Unrealized
STT State Street 0.1%
Value ($000) $373 Shares 3,899 Est. Cost $57.63 Unrealized +25.2%
MO Altria 0.1%
Value ($000) $370 Shares 5,833 Est. Cost $24.45 Unrealized +47.6%
Time Warner New 0.1%
Value ($000) $370 Shares 3,610 Est. Cost $87.19 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $369 Shares 1,282 Est. Cost $114.24 Unrealized +105.7%
INGR Ingredion 0.1%
Value ($000) $362 Shares 3,000 Est. Cost $80.34 Unrealized +51.7%
KHC Kraft Heinz 0.1%
Value ($000) $352 Shares 4,538 Est. Cost $48.53 Unrealized +16.2%
MDLZ Mondelez Int'l 0.1%
Value ($000) $324 Shares 7,963 Est. Cost $28.45 Unrealized +21.9%
COP ConocoPhillips 0.1%
Value ($000) $322 Shares 6,435 Est. Cost $42.95 Unrealized -19.8%
Aetna 0.1%
Value ($000) $318 Shares 2,000 Est. Cost $127.00 Unrealized
WY Weyerhaeuser 0.1%
Value ($000) $309 Shares 9,088 Est. Cost $18.65 Unrealized +26.9%
GOOG Alphabet Class C 0.1%
Value ($000) $293 Shares 305 Est. Cost $35.61 Unrealized +29.8%
CMI Cummins 0.1%
Value ($000) $286 Shares 1,700 Est. Cost $89.89 Unrealized +44.6%
Noble Energy 0.0%
Value ($000) $281 Shares 9,900 Est. Cost $60.00 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $275 Shares 1 Est. Cost $199512.94 Unrealized +33.0%
KIM Kimco Realty 0.0%
Value ($000) $269 Shares 13,750 Est. Cost $12.78 Unrealized +0.7%
L3 Technologies 0.0%
Value ($000) $269 Shares 1,425 Est. Cost $146.89 Unrealized
PGR Progressive 0.0%
Value ($000) $252 Shares 5,200 Est. Cost $29.31 Unrealized +23.3%
BTI British American Tobacco 0.0%
Value ($000) $241 Shares 3,854 Est. Cost $62.53 Unrealized
SU Suncor Energy 0.0%
Value ($000) $236 Shares 6,750 Est. Cost $23.36 Unrealized 0.0%
The Priceline Group 0.0%
Value ($000) $234 Shares 128 Est. Cost $1861.33 Unrealized
NSC Norfolk Southern 0.0%
Value ($000) $232 Shares 1,755 Est. Cost $102.71 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $227 Shares 2,478 Est. Cost $61.25 Unrealized 0.0%
Versum Materials 0.0%
Value ($000) $222 Shares 5,728 Est. Cost $38.76 Unrealized
ORCL Oracle 0.0%
Value ($000) $222 Shares 4,599 Est. Cost $37.03 Unrealized +18.7%
COST Costco Wholesale 0.0%
Value ($000) $216 Shares 1,314 Est. Cost $140.12 Unrealized 0.0%
VFC VF Corporation 0.0%
Value ($000) $214 Shares 3,365 Est. Cost $61.34 Unrealized -5.9%
CTAS Cintas 0.0%
Value ($000) $209 Shares 1,450 Est. Cost $30.49 Unrealized 0.0%
WM Waste Management 0.0%
Value ($000) $205 Shares 2,616 Est. Cost $65.63 Unrealized 0.0%
DXC DXC Technology 0.0%
Value ($000) $204 Shares 2,379 Est. Cost $67.37 Unrealized 0.0%