WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 16, 2018

Total Value ($000): $583,704 (100.0% shares, 0.0% debt)

Holdings (156)

ADP Automatic Data Processing 4.6%
Value ($000) $26,710 Shares 227,919 Est. Cost $45.45 Unrealized +111.6%
MA Mastercard 4.5%
Value ($000) $26,346 Shares 174,065 Est. Cost $70.99 Unrealized +100.3%
SYK Stryker 3.5%
Value ($000) $20,341 Shares 131,369 Est. Cost $61.57 Unrealized +126.7%
AAPL Apple 3.3%
Value ($000) $19,040 Shares 112,512 Est. Cost $18.35 Unrealized +113.0%
ECL Ecolab 3.2%
Value ($000) $18,464 Shares 137,608 Est. Cost $74.34 Unrealized +63.9%
TJX TJX Companies 2.9%
Value ($000) $17,215 Shares 225,153 Est. Cost $21.46 Unrealized +51.0%
JNJ Johnson & Johnson 2.7%
Value ($000) $15,665 Shares 112,114 Est. Cost $60.16 Unrealized +84.5%
NKE NIKE 'B' 2.7%
Value ($000) $15,642 Shares 250,075 Est. Cost $42.11 Unrealized +23.0%
CL Colgate-Palmolive 2.6%
Value ($000) $15,042 Shares 199,369 Est. Cost $44.45 Unrealized +35.6%
MCD McDonald's 2.4%
Value ($000) $13,814 Shares 80,260 Est. Cost $71.80 Unrealized +93.1%
MKC McCormick 2.2%
Value ($000) $12,595 Shares 123,589 Est. Cost $28.42 Unrealized +50.2%
FISV Fiserv 2.1%
Value ($000) $12,514 Shares 95,430 Est. Cost $26.39 Unrealized +144.7%
KO Coca-Cola 2.1%
Value ($000) $12,262 Shares 267,256 Est. Cost $27.85 Unrealized +27.9%
CHD Church & Dwight 2.0%
Value ($000) $11,707 Shares 233,339 Est. Cost $35.05 Unrealized +20.8%
ABT Abbott Labs 2.0%
Value ($000) $11,571 Shares 202,757 Est. Cost $29.43 Unrealized +63.5%
XOM ExxonMobil 1.9%
Value ($000) $11,122 Shares 132,980 Est. Cost $53.77 Unrealized +6.2%
ABBV AbbVie 1.9%
Value ($000) $10,931 Shares 113,028 Est. Cost $26.55 Unrealized +151.9%
MSFT Microsoft 1.8%
Value ($000) $10,626 Shares 124,218 Est. Cost $26.70 Unrealized +181.8%
PG Procter & Gamble 1.7%
Value ($000) $9,936 Shares 108,142 Est. Cost $57.11 Unrealized +27.2%
Celgene 1.7%
Value ($000) $9,708 Shares 93,025 Est. Cost $102.98 Unrealized
PEP PepsiCo 1.6%
Value ($000) $9,072 Shares 75,651 Est. Cost $56.34 Unrealized +58.0%
INTU Intuit 1.5%
Value ($000) $8,697 Shares 55,119 Est. Cost $57.59 Unrealized +150.3%
FDS FactSet Research Systems 1.4%
Value ($000) $8,126 Shares 42,158 Est. Cost $93.65 Unrealized +89.0%
NEE NextEra Energy 1.4%
Value ($000) $7,967 Shares 51,008 Est. Cost $22.50 Unrealized +40.1%
United Technologies 1.3%
Value ($000) $7,735 Shares 60,636 Est. Cost $94.07 Unrealized
DHR Danaher 1.3%
Value ($000) $7,573 Shares 81,585 Est. Cost $39.23 Unrealized +99.4%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $7,180 Shares 104,551 Est. Cost $28.10 Unrealized +45.8%
ITW Illinois Tool Works 1.1%
Value ($000) $6,512 Shares 39,030 Est. Cost $56.99 Unrealized +129.6%
BR Broadridge Financial Solutions 1.1%
Value ($000) $6,449 Shares 71,194 Est. Cost $42.94 Unrealized +77.2%
ACN Accenture Ltd. 'A' 1.1%
Value ($000) $6,303 Shares 41,169 Est. Cost $81.04 Unrealized +58.6%
DIS Disney, Walt 1.1%
Value ($000) $6,290 Shares 58,507 Est. Cost $88.78 Unrealized +9.6%
AMT American Tower 'A' 1.0%
Value ($000) $5,868 Shares 41,133 Est. Cost $83.79 Unrealized +38.1%
GOOGL Alphabet Class A 1.0%
Value ($000) $5,822 Shares 5,527 Est. Cost $40.94 Unrealized +25.1%
Walgreens Boots Alliance 1.0%
Value ($000) $5,728 Shares 78,878 Est. Cost $76.03 Unrealized
SBUX Starbucks 1.0%
Value ($000) $5,674 Shares 98,804 Est. Cost $40.28 Unrealized +17.7%
IDXX IDEXX Labs 0.9%
Value ($000) $5,545 Shares 35,461 Est. Cost $61.57 Unrealized +155.6%
SYY Sysco 0.9%
Value ($000) $5,428 Shares 89,385 Est. Cost $24.84 Unrealized +84.5%
USB US Bancorp 0.9%
Value ($000) $5,335 Shares 99,565 Est. Cost $24.69 Unrealized +58.1%
MPC Marathon Petroleum 0.9%
Value ($000) $5,243 Shares 79,459 Est. Cost $37.15 Unrealized +27.8%
PFF iShares S&P US Pfd ETF 0.8%
Value ($000) $4,410 Shares 115,830 Est. Cost $39.21 Unrealized
BDX Becton, Dickinson 0.6%
Value ($000) $3,662 Shares 17,107 Est. Cost $127.29 Unrealized +45.7%
PAYX Paychex 0.6%
Value ($000) $3,559 Shares 52,275 Est. Cost $26.21 Unrealized +97.0%
WSO Watsco 0.6%
Value ($000) $3,319 Shares 19,520 Est. Cost $148.62 Unrealized +11.2%
QCOM QUALCOMM 0.6%
Value ($000) $3,282 Shares 51,270 Est. Cost $46.43 Unrealized +5.5%
LLY Lilly, Eli 0.6%
Value ($000) $3,271 Shares 38,732 Est. Cost $42.21 Unrealized +78.3%
VZ Verizon Communications 0.6%
Value ($000) $3,269 Shares 61,753 Est. Cost $27.31 Unrealized +17.0%
EL Estee Lauder 0.5%
Value ($000) $3,121 Shares 24,528 Est. Cost $76.46 Unrealized +41.9%
WMT Wal-Mart Stores 0.5%
Value ($000) $3,027 Shares 30,655 Est. Cost $19.98 Unrealized +34.2%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,985 Shares 25,520 Est. Cost $57.63 Unrealized +76.0%
APD Air Products & Chemicals 0.5%
Value ($000) $2,979 Shares 18,157 Est. Cost $61.75 Unrealized +111.0%
BCPC Balchem 0.5%
Value ($000) $2,942 Shares 36,500 Est. Cost $48.33 Unrealized +64.2%
EMR Emerson Electric 0.5%
Value ($000) $2,939 Shares 42,169 Est. Cost $39.88 Unrealized +33.6%
CTSH Cognizant Technology 0.5%
Value ($000) $2,886 Shares 40,637 Est. Cost $45.43 Unrealized +43.4%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,875 Shares 14,505 Est. Cost $146.39 Unrealized +29.7%
CSCO Cisco Systems 0.5%
Value ($000) $2,853 Shares 74,500 Est. Cost $15.33 Unrealized +82.4%
MRK Merck 0.5%
Value ($000) $2,832 Shares 50,337 Est. Cost $40.51 Unrealized +6.1%
T AT&T 0.5%
Value ($000) $2,744 Shares 70,575 Est. Cost $11.87 Unrealized +28.5%
HD Home Depot 0.5%
Value ($000) $2,743 Shares 14,474 Est. Cost $63.71 Unrealized +122.4%
NVO Novo Nordisk ADR 0.5%
Value ($000) $2,742 Shares 51,093 Est. Cost $68.55 Unrealized
UNP Union Pacific 0.5%
Value ($000) $2,734 Shares 20,391 Est. Cost $74.60 Unrealized +35.1%
LOW Lowe's 0.5%
Value ($000) $2,656 Shares 28,575 Est. Cost $32.88 Unrealized +116.7%
MMM 3M Company 0.5%
Value ($000) $2,644 Shares 11,233 Est. Cost $70.79 Unrealized +104.8%
WEX WEX 0.4%
Value ($000) $2,625 Shares 18,590 Est. Cost $95.29 Unrealized +31.3%
INTC Intel 0.4%
Value ($000) $2,589 Shares 56,096 Est. Cost $17.46 Unrealized +109.4%
GILD Gilead Sciences 0.4%
Value ($000) $2,519 Shares 35,168 Est. Cost $55.92 Unrealized -0.0%
CDK Global 0.4%
Value ($000) $2,467 Shares 34,606 Est. Cost $59.68 Unrealized
RHHBY Roche Holding Ltd ADR 0.4%
Value ($000) $2,413 Shares 76,400 Est. Cost $49.05 Unrealized
HP Helmerich & Payne 0.4%
Value ($000) $2,335 Shares 36,120 Est. Cost $62.73 Unrealized -10.6%
AMZN Amazon.com 0.4%
Value ($000) $2,211 Shares 1,891 Est. Cost $13.43 Unrealized +309.8%
Weingarten Realty 0.4%
Value ($000) $2,129 Shares 64,773 Est. Cost $35.24 Unrealized
PFE Pfizer 0.4%
Value ($000) $2,127 Shares 58,713 Est. Cost $17.79 Unrealized +33.8%
AMGN Amgen 0.4%
Value ($000) $2,098 Shares 12,063 Est. Cost $73.61 Unrealized +87.8%
PM Philip Morris Int'l 0.3%
Value ($000) $1,923 Shares 18,202 Est. Cost $49.72 Unrealized +39.9%
HON Honeywell Int'l 0.3%
Value ($000) $1,921 Shares 12,525 Est. Cost $104.46 Unrealized +8.5%
DE Deere & Company 0.3%
Value ($000) $1,624 Shares 10,375 Est. Cost $68.53 Unrealized +80.6%
EOG EOG Resources 0.3%
Value ($000) $1,577 Shares 14,610 Est. Cost $59.23 Unrealized +27.3%
Tiffany 0.3%
Value ($000) $1,577 Shares 15,175 Est. Cost $75.16 Unrealized
V Visa 0.3%
Value ($000) $1,571 Shares 13,776 Est. Cost $78.87 Unrealized +32.4%
GWW Grainger, W.W. 0.3%
Value ($000) $1,527 Shares 6,462 Est. Cost $204.51 Unrealized -9.7%
FAST Fastenal 0.3%
Value ($000) $1,518 Shares 27,750 Est. Cost $8.79 Unrealized +14.2%
PPG PPG Industries 0.2%
Value ($000) $1,455 Shares 12,457 Est. Cost $91.06 Unrealized +8.7%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,433 Shares 22,150 Est. Cost $31.69 Unrealized +75.0%
XRAY Dentsply Sirona 0.2%
Value ($000) $1,410 Shares 21,422 Est. Cost $59.08 Unrealized +7.6%
IBM IBM 0.2%
Value ($000) $1,377 Shares 8,975 Est. Cost $118.94 Unrealized -14.2%
WELL Welltower 0.2%
Value ($000) $1,315 Shares 20,625 Est. Cost $54.00 Unrealized -6.7%
General Electric 0.2%
Value ($000) $1,284 Shares 73,602 Est. Cost $23.44 Unrealized
Stericycle 0.2%
Value ($000) $1,267 Shares 18,632 Est. Cost $112.40 Unrealized
CVS CVS Health 0.2%
Value ($000) $1,262 Shares 17,400 Est. Cost $57.13 Unrealized -1.6%
HSIC Henry Schein 0.2%
Value ($000) $1,226 Shares 17,542 Est. Cost $52.84 Unrealized +9.8%
SLB Schlumberger 0.2%
Value ($000) $1,198 Shares 17,781 Est. Cost $55.08 Unrealized -7.0%
FLO Flowers Foods 0.2%
Value ($000) $1,115 Shares 57,750 Est. Cost $13.95 Unrealized -0.3%
FTV Fortive 0.2%
Value ($000) $1,095 Shares 15,135 Est. Cost $32.22 Unrealized +37.5%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,087 Shares 17,736 Est. Cost $45.87 Unrealized +1.3%
D Dominion Energy 0.2%
Value ($000) $1,082 Shares 13,347 Est. Cost $34.53 Unrealized +63.4%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,057 Shares 2,895 Est. Cost $101.54 Unrealized +23.2%
ROST Ross Stores 0.2%
Value ($000) $1,008 Shares 12,560 Est. Cost $38.79 Unrealized +66.3%
Dr. Pepper Snapple 0.2%
Value ($000) $980 Shares 10,100 Est. Cost $50.59 Unrealized
Praxair 0.2%
Value ($000) $970 Shares 6,270 Est. Cost $116.25 Unrealized
Kellogg 0.2%
Value ($000) $945 Shares 13,900 Est. Cost $38.92 Unrealized +14.9%
TSCO Tractor Supply Company 0.2%
Value ($000) $918 Shares 12,280 Est. Cost $15.06 Unrealized -24.8%
BFS Saul Centers 0.2%
Value ($000) $916 Shares 14,835 Est. Cost $46.29 Unrealized
ULTA Ulta Beauty 0.2%
Value ($000) $914 Shares 4,085 Est. Cost $211.83 Unrealized -0.1%
FDX FedEx 0.2%
Value ($000) $887 Shares 3,555 Est. Cost $188.45 Unrealized +5.6%
HSY Hershey Company 0.1%
Value ($000) $770 Shares 6,785 Est. Cost $72.44 Unrealized +25.1%
HCSG Healthcare Services Group 0.1%
Value ($000) $749 Shares 14,200 Est. Cost $26.62 Unrealized +96.9%
Marathon Oil 0.1%
Value ($000) $749 Shares 44,260 Est. Cost $13.56 Unrealized
ZTS Zoetis 0.1%
Value ($000) $742 Shares 10,300 Est. Cost $53.45 Unrealized +20.6%
EW Edwards Lifesciences 0.1%
Value ($000) $738 Shares 6,550 Est. Cost $37.14 Unrealized -1.2%
Fortune Brands Home & Security 0.1%
Value ($000) $708 Shares 10,347 Est. Cost $67.27 Unrealized
CVX Chevron 0.1%
Value ($000) $696 Shares 5,557 Est. Cost $69.63 Unrealized +20.0%
Raytheon 0.1%
Value ($000) $686 Shares 3,653 Est. Cost $186.70 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $684 Shares 10,720 Est. Cost $31.42 Unrealized +57.0%
CSX CSX 0.1%
Value ($000) $669 Shares 12,156 Est. Cost $6.66 Unrealized +138.1%
DowDupont 0.1%
Value ($000) $635 Shares 8,923 Est. Cost $69.26 Unrealized
HPQ HP 0.1%
Value ($000) $582 Shares 27,700 Est. Cost $11.22 Unrealized +44.8%
CAT Caterpillar 0.1%
Value ($000) $560 Shares 3,553 Est. Cost $60.35 Unrealized +92.7%
TRMB Trimble 0.1%
Value ($000) $559 Shares 13,760 Est. Cost $29.78 Unrealized +37.6%
JPM JPMorgan Chase 0.1%
Value ($000) $529 Shares 4,943 Est. Cost $45.09 Unrealized +80.4%
ALCO Alico 0.1%
Value ($000) $527 Shares 17,866 Est. Cost $27.33 Unrealized +1.8%
SEIC SEI Investments 0.1%
Value ($000) $503 Shares 7,000 Est. Cost $26.47 Unrealized +127.4%
HCP 0.1%
Value ($000) $496 Shares 19,000 Est. Cost $43.65 Unrealized
MNST Monster Beverage 0.1%
Value ($000) $460 Shares 7,264 Est. Cost $23.31 Unrealized +28.5%
DUK Duke Energy 0.1%
Value ($000) $436 Shares 5,180 Est. Cost $42.75 Unrealized +46.5%
PRAA PRA Group 0.1%
Value ($000) $420 Shares 12,650 Est. Cost $34.09 Unrealized -6.9%
INGR Ingredion 0.1%
Value ($000) $419 Shares 3,000 Est. Cost $80.34 Unrealized +64.3%
MO Altria 0.1%
Value ($000) $417 Shares 5,833 Est. Cost $24.45 Unrealized +49.8%
WGL Holdings 0.1%
Value ($000) $405 Shares 4,717 Est. Cost $61.55 Unrealized
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $398 Shares 27,700 Est. Cost $6.50 Unrealized +70.0%
NOC Northrop Grumman 0.1%
Value ($000) $393 Shares 1,282 Est. Cost $114.24 Unrealized +130.2%
STT State Street 0.1%
Value ($000) $381 Shares 3,899 Est. Cost $57.63 Unrealized +29.1%
GPC Genuine Parts 0.1%
Value ($000) $369 Shares 3,885 Est. Cost $62.69 Unrealized +15.0%
Aetna 0.1%
Value ($000) $361 Shares 2,000 Est. Cost $127.00 Unrealized
KHC Kraft Heinz 0.1%
Value ($000) $353 Shares 4,538 Est. Cost $48.53 Unrealized +10.0%
MDLZ Mondelez Int'l 0.1%
Value ($000) $338 Shares 7,907 Est. Cost $28.45 Unrealized +21.2%
Time Warner New 0.1%
Value ($000) $330 Shares 3,610 Est. Cost $87.19 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $326 Shares 5,935 Est. Cost $42.95 Unrealized -7.7%
WY Weyerhaeuser 0.1%
Value ($000) $320 Shares 9,088 Est. Cost $18.65 Unrealized +38.0%
GOOG Alphabet Class C 0.1%
Value ($000) $319 Shares 305 Est. Cost $35.61 Unrealized +41.9%
CMI Cummins 0.1%
Value ($000) $300 Shares 1,700 Est. Cost $89.89 Unrealized +53.8%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $298 Shares 1 Est. Cost $199512.94 Unrealized +42.7%
PGR Progressive 0.1%
Value ($000) $293 Shares 5,200 Est. Cost $29.31 Unrealized +36.3%
Noble Energy 0.0%
Value ($000) $288 Shares 9,900 Est. Cost $60.00 Unrealized
L3 Technologies 0.0%
Value ($000) $282 Shares 1,425 Est. Cost $197.89 Unrealized
NSC Norfolk Southern 0.0%
Value ($000) $254 Shares 1,755 Est. Cost $102.71 Unrealized +11.0%
PSX Phillips 66 0.0%
Value ($000) $251 Shares 2,478 Est. Cost $61.25 Unrealized +13.1%
SU Suncor Energy 0.0%
Value ($000) $249 Shares 6,750 Est. Cost $23.36 Unrealized +9.7%
VFC VF Corporation 0.0%
Value ($000) $249 Shares 3,365 Est. Cost $61.34 Unrealized +7.7%
COST Costco Wholesale 0.0%
Value ($000) $245 Shares 1,314 Est. Cost $140.12 Unrealized +10.2%
KIM Kimco Realty 0.0%
Value ($000) $230 Shares 12,650 Est. Cost $12.78 Unrealized -2.5%
The Priceline Group 0.0%
Value ($000) $228 Shares 131 Est. Cost $1858.56 Unrealized
DXC DXC Technology 0.0%
Value ($000) $226 Shares 2,379 Est. Cost $67.37 Unrealized +14.1%
CTAS Cintas 0.0%
Value ($000) $218 Shares 1,400 Est. Cost $30.49 Unrealized +14.9%
ORCL Oracle 0.0%
Value ($000) $216 Shares 4,568 Est. Cost $37.03 Unrealized +17.4%
WM Waste Management 0.0%
Value ($000) $211 Shares 2,450 Est. Cost $65.63 Unrealized +7.8%
ALL Allstate 0.0%
Value ($000) $209 Shares 2,000 Est. Cost $81.75 Unrealized 0.0%
LRLCY L'Oreal ADR 0.0%
Value ($000) $206 Shares 4,650 Est. Cost $44.30 Unrealized