WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 11, 2018

Total Value ($000): $555,210 (100.0% shares, 0.0% debt)

Holdings (153)

MA Mastercard 5.0%
Value ($000) $27,748 Shares 158,416 Est. Cost $70.99 Unrealized +130.6%
ADP Automatic Data Processing 4.4%
Value ($000) $24,474 Shares 215,669 Est. Cost $45.45 Unrealized +117.0%
SYK Stryker 3.6%
Value ($000) $20,145 Shares 125,184 Est. Cost $61.57 Unrealized +140.2%
ECL Ecolab 3.2%
Value ($000) $17,711 Shares 129,213 Est. Cost $74.34 Unrealized +66.2%
TJX TJX Companies 3.1%
Value ($000) $17,405 Shares 213,403 Est. Cost $21.46 Unrealized +65.3%
AAPL Apple 3.1%
Value ($000) $17,183 Shares 102,412 Est. Cost $18.35 Unrealized +120.3%
NKE NIKE 'B' 2.7%
Value ($000) $15,038 Shares 226,335 Est. Cost $42.11 Unrealized +41.6%
JNJ Johnson & Johnson 2.6%
Value ($000) $14,508 Shares 113,209 Est. Cost $60.16 Unrealized +80.1%
MCD McDonald's 2.3%
Value ($000) $12,499 Shares 79,930 Est. Cost $71.80 Unrealized +90.3%
MKC McCormick 2.2%
Value ($000) $12,343 Shares 116,014 Est. Cost $28.42 Unrealized +59.3%
FISV Fiserv 2.2%
Value ($000) $12,267 Shares 172,030 Est. Cost $45.95 Unrealized +53.0%
ABT Abbott Labs 2.1%
Value ($000) $11,872 Shares 198,124 Est. Cost $29.43 Unrealized +78.6%
CL Colgate-Palmolive 2.0%
Value ($000) $11,226 Shares 156,614 Est. Cost $44.45 Unrealized +34.4%
MSFT Microsoft 2.0%
Value ($000) $11,216 Shares 122,893 Est. Cost $26.70 Unrealized +215.7%
CHD Church & Dwight 1.9%
Value ($000) $10,777 Shares 213,993 Est. Cost $35.05 Unrealized +27.4%
ABBV AbbVie 1.9%
Value ($000) $10,639 Shares 112,405 Est. Cost $26.55 Unrealized +195.8%
KO Coca-Cola 1.9%
Value ($000) $10,277 Shares 236,638 Est. Cost $27.85 Unrealized +25.9%
XOM ExxonMobil 1.8%
Value ($000) $9,886 Shares 132,506 Est. Cost $53.77 Unrealized +3.7%
NEE NextEra Energy 1.5%
Value ($000) $8,440 Shares 51,673 Est. Cost $22.62 Unrealized +40.1%
PG Procter & Gamble 1.5%
Value ($000) $8,303 Shares 104,727 Est. Cost $57.11 Unrealized +18.8%
INTU Intuit 1.5%
Value ($000) $8,215 Shares 47,389 Est. Cost $57.59 Unrealized +176.9%
FDS FactSet Research Systems 1.4%
Value ($000) $7,757 Shares 38,898 Est. Cost $93.65 Unrealized +99.5%
Celgene 1.4%
Value ($000) $7,680 Shares 86,090 Est. Cost $102.98 Unrealized
DHR Danaher 1.3%
Value ($000) $7,396 Shares 75,540 Est. Cost $39.23 Unrealized +114.8%
PEP PepsiCo 1.3%
Value ($000) $7,346 Shares 67,300 Est. Cost $56.34 Unrealized +58.4%
BR Broadridge Financial Solutions 1.3%
Value ($000) $7,254 Shares 66,134 Est. Cost $42.94 Unrealized +102.5%
United Technologies 1.2%
Value ($000) $6,937 Shares 55,136 Est. Cost $94.07 Unrealized
BF/B Brown-Forman 'B' 1.2%
Value ($000) $6,914 Shares 127,098 Est. Cost $31.42 Unrealized +49.1%
ITW Illinois Tool Works 1.1%
Value ($000) $5,992 Shares 38,250 Est. Cost $56.99 Unrealized +140.1%
AMT American Tower 1.1%
Value ($000) $5,968 Shares 41,059 Est. Cost $83.79 Unrealized +37.0%
PFF iShares S&P US Pfd ETF 1.1%
Value ($000) $5,944 Shares 158,255 Est. Cost $38.77 Unrealized
DIS Disney, Walt 1.1%
Value ($000) $5,899 Shares 58,730 Est. Cost $88.78 Unrealized +13.7%
ACN Accenture Ltd. 'A' 1.1%
Value ($000) $5,882 Shares 38,319 Est. Cost $81.04 Unrealized +73.7%
IDXX IDEXX Labs 1.0%
Value ($000) $5,751 Shares 30,048 Est. Cost $61.57 Unrealized +199.7%
MPC Marathon Petroleum 1.0%
Value ($000) $5,694 Shares 77,879 Est. Cost $37.15 Unrealized +44.7%
SYY Sysco 1.0%
Value ($000) $5,279 Shares 88,035 Est. Cost $24.84 Unrealized +98.3%
SBUX Starbucks 0.9%
Value ($000) $5,172 Shares 89,349 Est. Cost $40.28 Unrealized +20.9%
GOOGL Alphabet Class A 0.9%
Value ($000) $5,082 Shares 4,900 Est. Cost $40.94 Unrealized +34.4%
USB US Bancorp 0.9%
Value ($000) $4,944 Shares 97,892 Est. Cost $24.69 Unrealized +61.7%
Walgreens Boots Alliance 0.8%
Value ($000) $4,639 Shares 70,863 Est. Cost $76.03 Unrealized
BDX Becton, Dickinson 0.8%
Value ($000) $4,402 Shares 20,315 Est. Cost $137.91 Unrealized +41.1%
WSO Watsco 0.7%
Value ($000) $3,655 Shares 20,195 Est. Cost $149.45 Unrealized +16.0%
PAYX Paychex 0.6%
Value ($000) $3,221 Shares 52,300 Est. Cost $26.21 Unrealized +99.8%
EL Estee Lauder 0.6%
Value ($000) $3,186 Shares 21,278 Est. Cost $76.46 Unrealized +64.1%
CSCO Cisco Systems 0.6%
Value ($000) $3,183 Shares 74,206 Est. Cost $15.33 Unrealized +118.2%
HD Home Depot 0.6%
Value ($000) $3,061 Shares 17,175 Est. Cost $78.02 Unrealized +98.3%
LLY Lilly, Eli 0.5%
Value ($000) $3,010 Shares 38,898 Est. Cost $42.21 Unrealized +69.9%
CTSH Cognizant Technology 0.5%
Value ($000) $2,938 Shares 36,502 Est. Cost $45.43 Unrealized +55.4%
VZ Verizon Communications 0.5%
Value ($000) $2,934 Shares 61,345 Est. Cost $27.31 Unrealized +20.9%
INTC Intel 0.5%
Value ($000) $2,928 Shares 56,213 Est. Cost $17.46 Unrealized +129.5%
EMR Emerson Electric 0.5%
Value ($000) $2,910 Shares 42,602 Est. Cost $40.07 Unrealized +47.2%
APD Air Products & Chemicals 0.5%
Value ($000) $2,888 Shares 18,157 Est. Cost $61.75 Unrealized +119.8%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,854 Shares 14,305 Est. Cost $146.39 Unrealized +40.3%
BCPC Balchem 0.5%
Value ($000) $2,846 Shares 34,810 Est. Cost $48.33 Unrealized +56.0%
WEX WEX 0.5%
Value ($000) $2,812 Shares 17,955 Est. Cost $95.29 Unrealized +57.7%
QCOM QUALCOMM 0.5%
Value ($000) $2,791 Shares 50,370 Est. Cost $46.43 Unrealized +11.8%
WMT Walmart 0.5%
Value ($000) $2,775 Shares 31,188 Est. Cost $20.13 Unrealized +40.8%
AMZN Amazon.com 0.5%
Value ($000) $2,737 Shares 1,891 Est. Cost $13.43 Unrealized +432.6%
HON Honeywell Int'l 0.5%
Value ($000) $2,723 Shares 18,840 Est. Cost $108.83 Unrealized +8.0%
MRK Merck 0.5%
Value ($000) $2,614 Shares 47,984 Est. Cost $40.51 Unrealized +4.3%
UNP Union Pacific 0.5%
Value ($000) $2,613 Shares 19,441 Est. Cost $74.60 Unrealized +51.6%
LOW Lowe's 0.5%
Value ($000) $2,507 Shares 28,575 Est. Cost $32.88 Unrealized +149.1%
T AT&T 0.5%
Value ($000) $2,502 Shares 70,175 Est. Cost $11.87 Unrealized +33.2%
MMM 3M Company 0.4%
Value ($000) $2,488 Shares 11,334 Est. Cost $70.79 Unrealized +112.1%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,482 Shares 20,520 Est. Cost $57.63 Unrealized +92.2%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,447 Shares 49,693 Est. Cost $68.55 Unrealized
FDX FedEx 0.4%
Value ($000) $2,428 Shares 10,110 Est. Cost $209.24 Unrealized +5.4%
GILD Gilead Sciences 0.4%
Value ($000) $2,399 Shares 31,818 Est. Cost $55.92 Unrealized +5.4%
HP Helmerich & Payne 0.4%
Value ($000) $2,351 Shares 35,320 Est. Cost $62.73 Unrealized +7.5%
CDK Global 0.4%
Value ($000) $2,137 Shares 33,732 Est. Cost $59.68 Unrealized
AMGN Amgen 0.4%
Value ($000) $2,040 Shares 11,964 Est. Cost $73.61 Unrealized +96.2%
PFE Pfizer 0.4%
Value ($000) $1,996 Shares 56,250 Est. Cost $17.79 Unrealized +36.3%
GWW Grainger, W.W. 0.3%
Value ($000) $1,824 Shares 6,462 Est. Cost $204.51 Unrealized +14.9%
Weingarten Realty 0.3%
Value ($000) $1,820 Shares 64,823 Est. Cost $35.24 Unrealized
PM Philip Morris Int'l 0.3%
Value ($000) $1,805 Shares 18,159 Est. Cost $49.72 Unrealized +38.2%
DE Deere & Company 0.3%
Value ($000) $1,596 Shares 10,275 Est. Cost $68.53 Unrealized +110.1%
V Visa 0.3%
Value ($000) $1,582 Shares 13,226 Est. Cost $78.87 Unrealized +45.5%
FAST Fastenal 0.3%
Value ($000) $1,520 Shares 27,850 Est. Cost $8.79 Unrealized +27.7%
Tiffany 0.3%
Value ($000) $1,467 Shares 15,025 Est. Cost $75.16 Unrealized
EXPD Expeditors Int'l 0.3%
Value ($000) $1,419 Shares 22,424 Est. Cost $32.01 Unrealized +82.5%
EOG EOG Resources 0.3%
Value ($000) $1,396 Shares 13,260 Est. Cost $59.23 Unrealized +36.5%
PPG PPG Industries 0.3%
Value ($000) $1,390 Shares 12,457 Est. Cost $91.06 Unrealized +9.3%
FTV Fortive 0.2%
Value ($000) $1,386 Shares 17,877 Est. Cost $34.35 Unrealized +34.2%
IBM IBM 0.2%
Value ($000) $1,377 Shares 8,975 Est. Cost $118.94 Unrealized -9.8%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,337 Shares 46,700 Est. Cost $49.05 Unrealized
EW Edwards Lifesciences 0.2%
Value ($000) $1,281 Shares 9,185 Est. Cost $38.94 Unrealized +11.5%
FLO Flowers Foods 0.2%
Value ($000) $1,262 Shares 57,750 Est. Cost $13.95 Unrealized +5.7%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,164 Shares 2,820 Est. Cost $101.54 Unrealized +37.4%
SLB Schlumberger 0.2%
Value ($000) $1,152 Shares 17,781 Est. Cost $55.08 Unrealized +1.2%
WELL Welltower 0.2%
Value ($000) $1,123 Shares 20,625 Est. Cost $54.00 Unrealized -20.4%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,115 Shares 17,636 Est. Cost $45.87 Unrealized +4.8%
Dr. Pepper Snapple 0.2%
Value ($000) $1,062 Shares 8,975 Est. Cost $50.59 Unrealized
CVS CVS Health 0.2%
Value ($000) $1,018 Shares 16,362 Est. Cost $57.13 Unrealized -2.2%
XRAY Dentsply Sirona 0.2%
Value ($000) $957 Shares 19,022 Est. Cost $59.08 Unrealized -0.3%
ZTS Zoetis 0.2%
Value ($000) $908 Shares 10,875 Est. Cost $54.54 Unrealized +35.8%
Kellogg 0.2%
Value ($000) $904 Shares 13,900 Est. Cost $38.92 Unrealized +21.4%
HSIC Henry Schein 0.2%
Value ($000) $867 Shares 12,904 Est. Cost $52.84 Unrealized +4.8%
General Electric 0.2%
Value ($000) $838 Shares 62,165 Est. Cost $23.44 Unrealized
Raytheon 0.1%
Value ($000) $788 Shares 3,653 Est. Cost $186.70 Unrealized
BFS Saul Centers 0.1%
Value ($000) $756 Shares 14,835 Est. Cost $46.29 Unrealized
ROST Ross Stores 0.1%
Value ($000) $714 Shares 9,160 Est. Cost $38.79 Unrealized +89.0%
Marathon Oil 0.1%
Value ($000) $714 Shares 44,260 Est. Cost $13.56 Unrealized
Stericycle 0.1%
Value ($000) $692 Shares 11,822 Est. Cost $112.40 Unrealized
HSY Hershey Company 0.1%
Value ($000) $682 Shares 6,895 Est. Cost $72.65 Unrealized +17.9%
CSX CSX 0.1%
Value ($000) $677 Shares 12,156 Est. Cost $6.66 Unrealized +152.2%
EQR Equity Residential Properties 0.1%
Value ($000) $661 Shares 10,720 Est. Cost $31.42 Unrealized +40.8%
HCSG Healthcare Services Group 0.1%
Value ($000) $657 Shares 15,100 Est. Cost $27.95 Unrealized +75.1%
CVX Chevron 0.1%
Value ($000) $641 Shares 5,617 Est. Cost $69.79 Unrealized +21.8%
ULTA Ulta Beauty 0.1%
Value ($000) $639 Shares 3,130 Est. Cost $211.83 Unrealized +2.2%
Fortune Brands Home & Security 0.1%
Value ($000) $609 Shares 10,347 Est. Cost $67.27 Unrealized
HPQ HP 0.1%
Value ($000) $607 Shares 27,700 Est. Cost $11.22 Unrealized +54.7%
JPM JPMorgan Chase 0.1%
Value ($000) $586 Shares 5,332 Est. Cost $48.47 Unrealized +88.6%
DowDupont 0.1%
Value ($000) $568 Shares 8,923 Est. Cost $69.26 Unrealized
CAT Caterpillar 0.1%
Value ($000) $524 Shares 3,553 Est. Cost $60.35 Unrealized +120.5%
SEIC SEI Investments 0.1%
Value ($000) $524 Shares 7,000 Est. Cost $26.47 Unrealized +153.9%
TRMB Trimble 0.1%
Value ($000) $494 Shares 13,760 Est. Cost $29.78 Unrealized +35.3%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $486 Shares 27,700 Est. Cost $6.50 Unrealized +104.3%
ALCO Alico 0.1%
Value ($000) $486 Shares 17,866 Est. Cost $27.33 Unrealized -14.1%
PRAA PRA Group 0.1%
Value ($000) $469 Shares 12,350 Est. Cost $34.09 Unrealized +7.0%
NOC Northrop Grumman 0.1%
Value ($000) $448 Shares 1,282 Est. Cost $114.24 Unrealized +157.6%
HCP 0.1%
Value ($000) $441 Shares 19,000 Est. Cost $43.65 Unrealized
DUK Duke Energy 0.1%
Value ($000) $401 Shares 5,180 Est. Cost $42.75 Unrealized +31.1%
TSCO Tractor Supply Company 0.1%
Value ($000) $400 Shares 6,355 Est. Cost $15.06 Unrealized -18.1%
WGL Holdings 0.1%
Value ($000) $395 Shares 4,717 Est. Cost $61.55 Unrealized
INGR Ingredion 0.1%
Value ($000) $387 Shares 3,000 Est. Cost $80.34 Unrealized +66.5%
MO Altria 0.1%
Value ($000) $361 Shares 5,800 Est. Cost $24.45 Unrealized +49.5%
GPC Genuine Parts 0.1%
Value ($000) $349 Shares 3,885 Est. Cost $62.69 Unrealized +22.6%
Time Warner New 0.1%
Value ($000) $341 Shares 3,610 Est. Cost $87.19 Unrealized
Aetna 0.1%
Value ($000) $338 Shares 2,000 Est. Cost $127.00 Unrealized
MDLZ Mondelez Int'l 0.1%
Value ($000) $330 Shares 7,907 Est. Cost $28.45 Unrealized +26.0%
PGR Progressive 0.1%
Value ($000) $317 Shares 5,200 Est. Cost $29.31 Unrealized +52.6%
STT State Street 0.1%
Value ($000) $309 Shares 3,099 Est. Cost $57.63 Unrealized +42.2%
NSC Norfolk Southern 0.1%
Value ($000) $306 Shares 2,255 Est. Cost $107.13 Unrealized +14.5%
Noble Energy 0.1%
Value ($000) $300 Shares 9,900 Est. Cost $60.00 Unrealized
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $299 Shares 1 Est. Cost $199512.94 Unrealized +54.5%
WY Weyerhaeuser 0.1%
Value ($000) $296 Shares 8,448 Est. Cost $18.65 Unrealized +38.9%
BKNG Booking Holdings 0.1%
Value ($000) $293 Shares 141 Est. Cost $1933.58 Unrealized 0.0%
L3 Technologies 0.1%
Value ($000) $281 Shares 1,350 Est. Cost $197.89 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $279 Shares 4,703 Est. Cost $42.95 Unrealized +1.9%
CMI Cummins 0.0%
Value ($000) $276 Shares 1,700 Est. Cost $89.89 Unrealized +55.5%
KHC Kraft Heinz 0.0%
Value ($000) $275 Shares 4,408 Est. Cost $48.53 Unrealized +0.9%
Praxair 0.0%
Value ($000) $252 Shares 1,745 Est. Cost $116.25 Unrealized
COST Costco Wholesale 0.0%
Value ($000) $248 Shares 1,314 Est. Cost $140.12 Unrealized +20.8%
CTAS Cintas 0.0%
Value ($000) $239 Shares 1,400 Est. Cost $30.49 Unrealized +25.9%
DXC DXC Technology 0.0%
Value ($000) $239 Shares 2,379 Est. Cost $67.37 Unrealized +23.8%
SU Suncor Energy 0.0%
Value ($000) $233 Shares 6,750 Est. Cost $23.36 Unrealized +10.8%
TECH Bio-Techne 0.0%
Value ($000) $227 Shares 1,500 Est. Cost $33.97 Unrealized 0.0%
ORCL Oracle 0.0%
Value ($000) $224 Shares 4,901 Est. Cost $37.52 Unrealized +17.9%
PSX Phillips 66 0.0%
Value ($000) $212 Shares 2,212 Est. Cost $61.25 Unrealized +16.7%
ADI Analog Devices 0.0%
Value ($000) $212 Shares 2,322 Est. Cost $78.62 Unrealized 0.0%
LRLCY L'Oreal ADR 0.0%
Value ($000) $210 Shares 4,650 Est. Cost $44.30 Unrealized
WM Waste Management 0.0%
Value ($000) $206 Shares 2,450 Est. Cost $65.63 Unrealized +14.1%
KIM Kimco Realty 0.0%
Value ($000) $182 Shares 12,650 Est. Cost $12.78 Unrealized -18.6%