WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 16, 2018

Total Value ($000): $585,911 (100.0% shares, 0.0% debt)

Holdings (149)

MA Mastercard 5.3%
Value ($000) $31,061 Shares 158,056 Est. Cost $70.99 Unrealized +154.0%
ADP Automatic Data Processing 5.0%
Value ($000) $29,057 Shares 216,619 Est. Cost $45.45 Unrealized +137.1%
SYK Stryker 3.6%
Value ($000) $21,269 Shares 125,954 Est. Cost $61.57 Unrealized +151.4%
TJX TJX Companies 3.5%
Value ($000) $20,321 Shares 213,499 Est. Cost $21.46 Unrealized +84.3%
AAPL Apple 3.3%
Value ($000) $19,074 Shares 103,039 Est. Cost $18.35 Unrealized +133.0%
ECL Ecolab 3.1%
Value ($000) $18,243 Shares 129,998 Est. Cost $74.34 Unrealized +78.8%
NKE NIKE 'B' 3.1%
Value ($000) $17,904 Shares 224,695 Est. Cost $42.11 Unrealized +51.6%
JNJ Johnson & Johnson 2.4%
Value ($000) $14,233 Shares 117,295 Est. Cost $61.57 Unrealized +63.5%
MKC McCormick 2.3%
Value ($000) $13,726 Shares 118,240 Est. Cost $28.74 Unrealized +58.0%
FISV Fiserv 2.2%
Value ($000) $12,733 Shares 171,864 Est. Cost $45.95 Unrealized +58.0%
MCD McDonald's 2.2%
Value ($000) $12,654 Shares 80,760 Est. Cost $72.45 Unrealized +87.1%
ABT Abbott Labs 2.1%
Value ($000) $12,233 Shares 200,575 Est. Cost $29.72 Unrealized +78.8%
MSFT Microsoft 2.1%
Value ($000) $12,125 Shares 122,962 Est. Cost $26.70 Unrealized +236.1%
XOM ExxonMobil 2.0%
Value ($000) $11,585 Shares 140,030 Est. Cost $53.89 Unrealized +4.2%
CHD Church & Dwight 2.0%
Value ($000) $11,433 Shares 215,063 Est. Cost $35.05 Unrealized +25.8%
ABBV AbbVie 1.8%
Value ($000) $10,764 Shares 116,180 Est. Cost $27.98 Unrealized +152.0%
KO Coca-Cola 1.7%
Value ($000) $9,972 Shares 227,363 Est. Cost $27.85 Unrealized +22.1%
INTU Intuit 1.6%
Value ($000) $9,655 Shares 47,257 Est. Cost $57.59 Unrealized +216.4%
CL Colgate-Palmolive 1.6%
Value ($000) $9,496 Shares 146,513 Est. Cost $44.45 Unrealized +22.8%
NEE NextEra Energy 1.5%
Value ($000) $8,972 Shares 53,714 Est. Cost $23.03 Unrealized +45.1%
PG Procter & Gamble 1.4%
Value ($000) $7,989 Shares 102,344 Est. Cost $57.11 Unrealized +8.2%
DHR Danaher 1.3%
Value ($000) $7,751 Shares 78,545 Est. Cost $41.02 Unrealized +109.6%
FDS FactSet Research Systems 1.3%
Value ($000) $7,662 Shares 38,678 Est. Cost $93.65 Unrealized +97.8%
BR Broadridge Financial Solutions 1.3%
Value ($000) $7,598 Shares 66,009 Est. Cost $42.94 Unrealized +130.9%
PEP PepsiCo 1.3%
Value ($000) $7,455 Shares 68,475 Est. Cost $56.78 Unrealized +43.9%
United Technologies 1.2%
Value ($000) $7,170 Shares 57,344 Est. Cost $95.26 Unrealized
IDXX IDEXX Labs 1.2%
Value ($000) $6,799 Shares 31,198 Est. Cost $66.90 Unrealized +208.0%
Celgene 1.1%
Value ($000) $6,468 Shares 81,440 Est. Cost $102.98 Unrealized
DIS Disney, Walt 1.1%
Value ($000) $6,329 Shares 60,385 Est. Cost $89.01 Unrealized +9.2%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $6,315 Shares 128,859 Est. Cost $31.65 Unrealized +52.2%
ACN Accenture 'A' 1.1%
Value ($000) $6,285 Shares 38,419 Est. Cost $81.04 Unrealized +71.9%
PFF iShares S&P US Pfd ETF 1.0%
Value ($000) $6,101 Shares 161,780 Est. Cost $38.75 Unrealized
AMT American Tower 1.0%
Value ($000) $6,046 Shares 41,934 Est. Cost $84.41 Unrealized +34.8%
SYY Sysco 1.0%
Value ($000) $6,039 Shares 88,435 Est. Cost $24.84 Unrealized +110.4%
BDX Becton, Dickinson 1.0%
Value ($000) $5,746 Shares 23,985 Est. Cost $147.17 Unrealized +34.8%
GOOGL Alphabet Class A 1.0%
Value ($000) $5,714 Shares 5,060 Est. Cost $41.36 Unrealized +30.5%
MPC Marathon Petroleum 0.9%
Value ($000) $5,548 Shares 79,079 Est. Cost $37.50 Unrealized +60.1%
ITW Illinois Tool Works 0.9%
Value ($000) $5,427 Shares 39,170 Est. Cost $58.53 Unrealized +109.5%
USB US Bancorp 0.8%
Value ($000) $4,935 Shares 98,665 Est. Cost $24.69 Unrealized +50.9%
Walgreens Boots Alliance 0.7%
Value ($000) $4,193 Shares 69,863 Est. Cost $76.03 Unrealized
HD Home Depot 0.7%
Value ($000) $3,979 Shares 20,395 Est. Cost $90.18 Unrealized +71.9%
SBUX Starbucks 0.6%
Value ($000) $3,802 Shares 77,820 Est. Cost $40.28 Unrealized +19.3%
WSO Watsco 0.6%
Value ($000) $3,788 Shares 21,250 Est. Cost $151.06 Unrealized +20.4%
PAYX Paychex 0.6%
Value ($000) $3,635 Shares 53,175 Est. Cost $26.63 Unrealized +93.6%
WEX WEX 0.6%
Value ($000) $3,474 Shares 18,240 Est. Cost $96.52 Unrealized +80.6%
LLY Lilly, Eli 0.6%
Value ($000) $3,459 Shares 40,533 Est. Cost $43.48 Unrealized +69.5%
BCPC Balchem 0.6%
Value ($000) $3,433 Shares 34,985 Est. Cost $48.33 Unrealized +84.7%
MRK Merck 0.6%
Value ($000) $3,373 Shares 55,575 Est. Cost $41.06 Unrealized +8.4%
VZ Verizon Communications 0.6%
Value ($000) $3,270 Shares 64,994 Est. Cost $27.59 Unrealized +16.7%
AMZN Amazon.com 0.5%
Value ($000) $3,214 Shares 1,891 Est. Cost $13.43 Unrealized +491.1%
CSCO Cisco Systems 0.5%
Value ($000) $3,193 Shares 74,206 Est. Cost $15.33 Unrealized +126.6%
FDX FedEx 0.5%
Value ($000) $3,192 Shares 14,059 Est. Cost $211.26 Unrealized +2.5%
CTSH Cognizant Technology 0.5%
Value ($000) $3,150 Shares 39,877 Est. Cost $47.55 Unrealized +48.1%
EL Estee Lauder 0.5%
Value ($000) $3,037 Shares 21,283 Est. Cost $76.46 Unrealized +75.8%
HON Honeywell Int'l 0.5%
Value ($000) $3,016 Shares 20,940 Est. Cost $109.30 Unrealized +3.9%
EMR Emerson Electric 0.5%
Value ($000) $2,973 Shares 43,002 Est. Cost $40.07 Unrealized +46.4%
INTC Intel 0.5%
Value ($000) $2,919 Shares 58,713 Est. Cost $18.63 Unrealized +141.8%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $2,881 Shares 15,434 Est. Cost $149.94 Unrealized +30.0%
APD Air Products & Chemicals 0.5%
Value ($000) $2,828 Shares 18,157 Est. Cost $61.75 Unrealized +119.5%
QCOM QUALCOMM 0.5%
Value ($000) $2,810 Shares 50,070 Est. Cost $46.43 Unrealized -1.1%
UNP Union Pacific 0.5%
Value ($000) $2,740 Shares 19,341 Est. Cost $74.60 Unrealized +57.8%
LOW Lowe's 0.5%
Value ($000) $2,731 Shares 28,575 Est. Cost $32.88 Unrealized +139.3%
JKHY Jack Henry & Associates 0.5%
Value ($000) $2,695 Shares 20,670 Est. Cost $57.63 Unrealized +96.7%
WMT Walmart 0.5%
Value ($000) $2,671 Shares 31,188 Est. Cost $20.13 Unrealized +25.4%
T AT&T 0.5%
Value ($000) $2,653 Shares 82,634 Est. Cost $12.27 Unrealized +18.4%
MMM 3M Company 0.4%
Value ($000) $2,403 Shares 12,214 Est. Cost $75.07 Unrealized +73.4%
HP Helmerich & Payne 0.4%
Value ($000) $2,303 Shares 36,120 Est. Cost $62.85 Unrealized +8.3%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,292 Shares 49,693 Est. Cost $68.55 Unrealized
CDK Global 0.4%
Value ($000) $2,215 Shares 34,045 Est. Cost $59.68 Unrealized
AMGN Amgen 0.4%
Value ($000) $2,208 Shares 11,964 Est. Cost $73.61 Unrealized +90.5%
PFE Pfizer 0.4%
Value ($000) $2,090 Shares 57,613 Est. Cost $17.94 Unrealized +35.5%
Weingarten Realty 0.3%
Value ($000) $2,042 Shares 66,273 Est. Cost $35.14 Unrealized
GILD Gilead Sciences 0.3%
Value ($000) $2,037 Shares 28,756 Est. Cost $55.92 Unrealized -5.7%
GWW Grainger, W.W. 0.3%
Value ($000) $2,008 Shares 6,512 Est. Cost $204.51 Unrealized +31.8%
Tiffany 0.3%
Value ($000) $1,977 Shares 15,025 Est. Cost $75.16 Unrealized
V Visa 0.3%
Value ($000) $1,773 Shares 13,386 Est. Cost $79.38 Unrealized +53.8%
EOG EOG Resources 0.3%
Value ($000) $1,708 Shares 13,730 Est. Cost $60.19 Unrealized +44.9%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,628 Shares 22,274 Est. Cost $32.01 Unrealized +98.8%
FTV Fortive 0.3%
Value ($000) $1,472 Shares 19,093 Est. Cost $35.11 Unrealized +31.9%
PM Philip Morris Int'l 0.2%
Value ($000) $1,462 Shares 18,109 Est. Cost $49.72 Unrealized +13.8%
DE Deere & Company 0.2%
Value ($000) $1,433 Shares 10,250 Est. Cost $68.53 Unrealized +91.7%
EW Edwards Lifesciences 0.2%
Value ($000) $1,390 Shares 9,548 Est. Cost $39.23 Unrealized +19.0%
FAST Fastenal 0.2%
Value ($000) $1,350 Shares 28,050 Est. Cost $8.79 Unrealized +20.9%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,349 Shares 2,820 Est. Cost $101.54 Unrealized +50.2%
IBM IBM 0.2%
Value ($000) $1,303 Shares 9,325 Est. Cost $118.23 Unrealized -15.5%
WELL Welltower 0.2%
Value ($000) $1,293 Shares 20,625 Est. Cost $54.00 Unrealized -20.1%
PPG PPG Industries 0.2%
Value ($000) $1,292 Shares 12,457 Est. Cost $91.06 Unrealized +0.6%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,264 Shares 45,750 Est. Cost $49.05 Unrealized
SLB Schlumberger 0.2%
Value ($000) $1,259 Shares 18,781 Est. Cost $55.08 Unrealized +0.0%
FLO Flowers Foods 0.2%
Value ($000) $1,211 Shares 58,125 Est. Cost $13.95 Unrealized +12.6%
Dr. Pepper Snapple 0.2%
Value ($000) $1,119 Shares 9,175 Est. Cost $52.15 Unrealized
CVS CVS Health 0.2%
Value ($000) $1,046 Shares 16,250 Est. Cost $57.13 Unrealized -9.5%
Kellogg 0.2%
Value ($000) $950 Shares 13,600 Est. Cost $38.92 Unrealized +15.5%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $940 Shares 16,985 Est. Cost $45.87 Unrealized -11.4%
ZTS Zoetis 0.2%
Value ($000) $926 Shares 10,875 Est. Cost $54.54 Unrealized +45.7%
Marathon Oil 0.2%
Value ($000) $923 Shares 44,260 Est. Cost $13.56 Unrealized
CVX Chevron 0.1%
Value ($000) $872 Shares 6,897 Est. Cost $73.38 Unrealized +21.5%
Raytheon 0.1%
Value ($000) $860 Shares 4,453 Est. Cost $187.85 Unrealized
BFS Saul Centers 0.1%
Value ($000) $795 Shares 14,835 Est. Cost $46.29 Unrealized
XRAY Dentsply Sirona 0.1%
Value ($000) $778 Shares 17,773 Est. Cost $59.08 Unrealized -20.5%
ROST Ross Stores 0.1%
Value ($000) $776 Shares 9,160 Est. Cost $38.79 Unrealized +94.5%
CSX CSX 0.1%
Value ($000) $775 Shares 12,156 Est. Cost $6.66 Unrealized +179.0%
Stericycle 0.1%
Value ($000) $772 Shares 11,822 Est. Cost $112.40 Unrealized
HSIC Henry Schein 0.1%
Value ($000) $763 Shares 10,504 Est. Cost $52.84 Unrealized +6.7%
ULTA Ulta Beauty 0.1%
Value ($000) $723 Shares 3,095 Est. Cost $211.83 Unrealized +14.0%
EQR Equity Residential Properties 0.1%
Value ($000) $683 Shares 10,720 Est. Cost $31.42 Unrealized +49.2%
HSY Hershey Company 0.1%
Value ($000) $673 Shares 7,235 Est. Cost $72.89 Unrealized +6.8%
HCSG Healthcare Services Group 0.1%
Value ($000) $652 Shares 15,100 Est. Cost $27.95 Unrealized +42.1%
HPQ HP 0.1%
Value ($000) $629 Shares 27,700 Est. Cost $11.22 Unrealized +53.6%
General Electric 0.1%
Value ($000) $627 Shares 46,047 Est. Cost $23.44 Unrealized
DowDupont 0.1%
Value ($000) $602 Shares 9,138 Est. Cost $69.18 Unrealized
Fortune Brands Home & Security 0.1%
Value ($000) $582 Shares 10,847 Est. Cost $66.64 Unrealized
ALCO Alico 0.1%
Value ($000) $566 Shares 17,866 Est. Cost $27.33 Unrealized -1.4%
JPM JPMorgan Chase 0.1%
Value ($000) $556 Shares 5,332 Est. Cost $48.47 Unrealized +83.7%
HCP 0.1%
Value ($000) $491 Shares 19,000 Est. Cost $43.65 Unrealized
CAT Caterpillar 0.1%
Value ($000) $482 Shares 3,553 Est. Cost $60.35 Unrealized +109.7%
PRAA PRA Group 0.1%
Value ($000) $476 Shares 12,350 Est. Cost $34.09 Unrealized +13.1%
TRMB Trimble 0.1%
Value ($000) $452 Shares 13,760 Est. Cost $29.78 Unrealized +16.5%
SEIC SEI Investments 0.1%
Value ($000) $438 Shares 7,000 Est. Cost $26.47 Unrealized +127.0%
WGL Holdings 0.1%
Value ($000) $419 Shares 4,717 Est. Cost $61.55 Unrealized
DUK Duke Energy 0.1%
Value ($000) $410 Shares 5,180 Est. Cost $42.75 Unrealized +32.0%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $405 Shares 27,700 Est. Cost $6.50 Unrealized +100.3%
MO Altria 0.1%
Value ($000) $400 Shares 7,036 Est. Cost $25.81 Unrealized +24.7%
COP ConocoPhillips 0.1%
Value ($000) $399 Shares 5,735 Est. Cost $44.54 Unrealized +16.3%
NOC Northrop Grumman 0.1%
Value ($000) $394 Shares 1,282 Est. Cost $114.24 Unrealized +155.2%
Aetna 0.1%
Value ($000) $367 Shares 2,000 Est. Cost $127.00 Unrealized
STT State Street 0.1%
Value ($000) $363 Shares 3,899 Est. Cost $61.78 Unrealized +26.0%
GPC Genuine Parts 0.1%
Value ($000) $357 Shares 3,885 Est. Cost $62.69 Unrealized +16.6%
Noble Energy 0.1%
Value ($000) $349 Shares 9,900 Est. Cost $60.00 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $340 Shares 2,255 Est. Cost $107.13 Unrealized +16.9%
INGR Ingredion 0.1%
Value ($000) $332 Shares 3,000 Est. Cost $80.34 Unrealized +46.4%
WY Weyerhaeuser 0.1%
Value ($000) $331 Shares 9,088 Est. Cost $19.24 Unrealized +40.7%
PSX Phillips 66 0.1%
Value ($000) $316 Shares 2,812 Est. Cost $65.92 Unrealized +26.1%
PGR Progressive 0.1%
Value ($000) $308 Shares 5,200 Est. Cost $29.31 Unrealized +64.8%
MDLZ Mondelez Int'l 0.1%
Value ($000) $308 Shares 7,507 Est. Cost $28.45 Unrealized +17.2%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $282 Shares 1 Est. Cost $199512.94 Unrealized +46.8%
SU Suncor Energy 0.0%
Value ($000) $275 Shares 6,750 Est. Cost $23.36 Unrealized +25.0%
COST Costco Wholesale 0.0%
Value ($000) $275 Shares 1,314 Est. Cost $140.12 Unrealized +26.9%
BKNG Booking Holdings 0.0%
Value ($000) $266 Shares 131 Est. Cost $1933.58 Unrealized +7.2%
L3 Technologies 0.0%
Value ($000) $260 Shares 1,350 Est. Cost $197.89 Unrealized
CTAS Cintas 0.0%
Value ($000) $259 Shares 1,400 Est. Cost $30.49 Unrealized +36.6%
KHC Kraft Heinz 0.0%
Value ($000) $246 Shares 3,908 Est. Cost $48.53 Unrealized -15.3%
Praxair 0.0%
Value ($000) $232 Shares 1,470 Est. Cost $116.25 Unrealized
LRLCY L'Oreal ADR 0.0%
Value ($000) $229 Shares 4,650 Est. Cost $44.30 Unrealized
CMI Cummins 0.0%
Value ($000) $226 Shares 1,700 Est. Cost $89.89 Unrealized +36.4%
ADI Analog Devices 0.0%
Value ($000) $223 Shares 2,322 Est. Cost $78.62 Unrealized +4.2%
TECH Bio-Techne 0.0%
Value ($000) $222 Shares 1,500 Est. Cost $33.97 Unrealized +8.3%
ORCL Oracle 0.0%
Value ($000) $218 Shares 4,951 Est. Cost $37.56 Unrealized +9.6%
KIM Kimco Realty 0.0%
Value ($000) $215 Shares 12,650 Est. Cost $12.78 Unrealized -18.6%