WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 12, 2018

Total Value ($000): $642,119 (100.0% shares, 0.0% debt)

Holdings (154)

MA Mastercard 5.4%
Value ($000) $34,806 Shares 156,353 Est. Cost $70.99 Unrealized +182.2%
ADP Automatic Data Processing 5.1%
Value ($000) $32,429 Shares 215,244 Est. Cost $45.45 Unrealized +165.8%
TJX TJX Companies 3.7%
Value ($000) $23,759 Shares 212,098 Est. Cost $21.46 Unrealized +116.6%
AAPL Apple 3.6%
Value ($000) $23,071 Shares 102,203 Est. Cost $18.35 Unrealized +168.5%
SYK Stryker 3.5%
Value ($000) $22,317 Shares 125,604 Est. Cost $61.57 Unrealized +155.9%
ECL Ecolab 3.2%
Value ($000) $20,332 Shares 129,685 Est. Cost $74.34 Unrealized +84.3%
NKE NIKE 'B' 2.9%
Value ($000) $18,738 Shares 221,170 Est. Cost $42.11 Unrealized +73.3%
JNJ Johnson & Johnson 2.6%
Value ($000) $16,512 Shares 119,505 Est. Cost $62.43 Unrealized +73.0%
MKC McCormick 2.5%
Value ($000) $15,763 Shares 119,640 Est. Cost $29.04 Unrealized +84.7%
ABT Abbott Labs 2.3%
Value ($000) $14,566 Shares 198,550 Est. Cost $29.72 Unrealized +94.6%
FISV Fiserv 2.2%
Value ($000) $14,173 Shares 172,044 Est. Cost $45.95 Unrealized +70.8%
MSFT Microsoft 2.2%
Value ($000) $14,063 Shares 122,962 Est. Cost $26.70 Unrealized +277.5%
MCD McDonald's 2.1%
Value ($000) $13,530 Shares 80,880 Est. Cost $72.45 Unrealized +86.1%
CHD Church & Dwight 2.0%
Value ($000) $12,860 Shares 216,608 Est. Cost $35.05 Unrealized +47.7%
XOM ExxonMobil 1.8%
Value ($000) $11,807 Shares 138,872 Est. Cost $53.89 Unrealized +8.0%
ABBV AbbVie 1.7%
Value ($000) $10,988 Shares 116,180 Est. Cost $27.98 Unrealized +147.2%
INTU Intuit 1.7%
Value ($000) $10,662 Shares 46,887 Est. Cost $57.59 Unrealized +255.2%
KO Coca-Cola 1.6%
Value ($000) $10,238 Shares 221,653 Est. Cost $27.85 Unrealized +30.3%
CL Colgate-Palmolive 1.4%
Value ($000) $9,137 Shares 136,468 Est. Cost $44.45 Unrealized +25.9%
NEE NextEra Energy 1.4%
Value ($000) $9,130 Shares 54,474 Est. Cost $23.20 Unrealized +52.8%
DHR Danaher 1.4%
Value ($000) $8,732 Shares 80,360 Est. Cost $42.08 Unrealized +109.2%
FDS FactSet Research Systems 1.4%
Value ($000) $8,677 Shares 38,788 Est. Cost $93.65 Unrealized +115.5%
BR Broadridge Financial Solutions 1.3%
Value ($000) $8,472 Shares 64,209 Est. Cost $42.94 Unrealized +160.5%
PG Procter & Gamble 1.3%
Value ($000) $8,279 Shares 99,467 Est. Cost $57.11 Unrealized +18.7%
United Technologies 1.2%
Value ($000) $7,975 Shares 57,044 Est. Cost $95.26 Unrealized
PEP PepsiCo 1.2%
Value ($000) $7,606 Shares 68,030 Est. Cost $56.78 Unrealized +59.1%
IDXX IDEXX Labs 1.2%
Value ($000) $7,582 Shares 30,371 Est. Cost $66.90 Unrealized +262.8%
Celgene 1.1%
Value ($000) $7,229 Shares 80,780 Est. Cost $102.98 Unrealized
DIS Disney, Walt 1.1%
Value ($000) $7,152 Shares 61,160 Est. Cost $89.23 Unrealized +19.4%
BDX Becton, Dickinson 1.1%
Value ($000) $6,835 Shares 26,186 Est. Cost $153.32 Unrealized +43.7%
BF/B Brown-Forman 'B' 1.0%
Value ($000) $6,657 Shares 131,682 Est. Cost $31.95 Unrealized +43.6%
SYY Sysco 1.0%
Value ($000) $6,536 Shares 89,235 Est. Cost $24.84 Unrealized +138.6%
ACN Accenture 'A' 1.0%
Value ($000) $6,502 Shares 38,204 Est. Cost $81.04 Unrealized +84.1%
AMT American Tower 1.0%
Value ($000) $6,330 Shares 43,564 Est. Cost $85.78 Unrealized +40.8%
MPC Marathon Petroleum 1.0%
Value ($000) $6,324 Shares 79,079 Est. Cost $37.50 Unrealized +66.7%
GOOGL Alphabet Class A 1.0%
Value ($000) $6,283 Shares 5,205 Est. Cost $41.88 Unrealized +43.5%
ITW Illinois Tool Works 0.9%
Value ($000) $6,065 Shares 42,980 Est. Cost $63.75 Unrealized +84.2%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $6,023 Shares 162,205 Est. Cost $38.75 Unrealized
USB US Bancorp 0.8%
Value ($000) $5,160 Shares 97,715 Est. Cost $24.69 Unrealized +58.5%
Walgreens Boots Alliance 0.7%
Value ($000) $4,807 Shares 65,938 Est. Cost $76.03 Unrealized
HD Home Depot 0.7%
Value ($000) $4,399 Shares 21,235 Est. Cost $93.25 Unrealized +80.1%
LLY Lilly, Eli 0.7%
Value ($000) $4,350 Shares 40,533 Est. Cost $43.48 Unrealized +107.6%
WSO Watsco 0.6%
Value ($000) $4,089 Shares 22,960 Est. Cost $152.97 Unrealized +15.5%
MRK Merck 0.6%
Value ($000) $3,942 Shares 55,575 Est. Cost $41.06 Unrealized +23.4%
FDX FedEx 0.6%
Value ($000) $3,917 Shares 16,269 Est. Cost $211.39 Unrealized +0.4%
PAYX Paychex 0.6%
Value ($000) $3,907 Shares 53,045 Est. Cost $26.63 Unrealized +117.6%
HON Honeywell Int'l 0.6%
Value ($000) $3,895 Shares 23,410 Est. Cost $110.60 Unrealized +9.9%
BCPC Balchem 0.6%
Value ($000) $3,884 Shares 34,650 Est. Cost $48.33 Unrealized +108.4%
AMZN Amazon.com 0.6%
Value ($000) $3,792 Shares 1,893 Est. Cost $13.43 Unrealized +600.3%
WEX WEX 0.6%
Value ($000) $3,778 Shares 18,820 Est. Cost $99.46 Unrealized +92.8%
CSCO Cisco Systems 0.6%
Value ($000) $3,624 Shares 74,494 Est. Cost $15.33 Unrealized +135.1%
QCOM QUALCOMM 0.6%
Value ($000) $3,572 Shares 49,595 Est. Cost $46.43 Unrealized +17.7%
VZ Verizon Communications 0.5%
Value ($000) $3,493 Shares 65,419 Est. Cost $27.59 Unrealized +29.2%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $3,331 Shares 15,559 Est. Cost $149.94 Unrealized +36.8%
LOW Lowe's 0.5%
Value ($000) $3,281 Shares 28,575 Est. Cost $32.88 Unrealized +176.9%
EL Estee Lauder 0.5%
Value ($000) $3,220 Shares 22,158 Est. Cost $78.44 Unrealized +61.2%
JKHY Jack Henry & Associates 0.5%
Value ($000) $3,193 Shares 19,945 Est. Cost $57.63 Unrealized +133.5%
EMR Emerson Electric 0.5%
Value ($000) $3,178 Shares 41,502 Est. Cost $40.07 Unrealized +54.6%
UNP Union Pacific 0.5%
Value ($000) $3,161 Shares 19,411 Est. Cost $74.60 Unrealized +71.3%
CTSH Cognizant Technology 0.5%
Value ($000) $3,151 Shares 40,837 Est. Cost $48.08 Unrealized +46.1%
APD Air Products & Chemicals 0.5%
Value ($000) $3,033 Shares 18,157 Est. Cost $61.75 Unrealized +120.1%
SBUX Starbucks 0.5%
Value ($000) $2,999 Shares 52,755 Est. Cost $40.28 Unrealized +11.9%
WMT Walmart 0.5%
Value ($000) $2,916 Shares 31,053 Est. Cost $20.13 Unrealized +35.8%
INTC Intel 0.4%
Value ($000) $2,777 Shares 58,713 Est. Cost $18.63 Unrealized +122.9%
T AT&T 0.4%
Value ($000) $2,701 Shares 80,434 Est. Cost $12.27 Unrealized +18.0%
MMM 3M Company 0.4%
Value ($000) $2,584 Shares 12,264 Est. Cost $75.07 Unrealized +76.1%
PFE Pfizer 0.4%
Value ($000) $2,539 Shares 57,613 Est. Cost $17.94 Unrealized +54.1%
AMGN Amgen 0.4%
Value ($000) $2,480 Shares 11,964 Est. Cost $73.61 Unrealized +113.8%
HP Helmerich & Payne 0.4%
Value ($000) $2,477 Shares 36,020 Est. Cost $62.85 Unrealized +1.6%
GWW Grainger, W.W. 0.4%
Value ($000) $2,292 Shares 6,412 Est. Cost $204.51 Unrealized +52.4%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,291 Shares 48,593 Est. Cost $68.55 Unrealized
CDK Global 0.3%
Value ($000) $2,119 Shares 33,879 Est. Cost $59.68 Unrealized
V Visa 0.3%
Value ($000) $1,997 Shares 13,306 Est. Cost $79.38 Unrealized +70.2%
Weingarten Realty 0.3%
Value ($000) $1,954 Shares 65,673 Est. Cost $35.14 Unrealized
Tiffany 0.3%
Value ($000) $1,935 Shares 15,000 Est. Cost $75.16 Unrealized
GILD Gilead Sciences 0.3%
Value ($000) $1,847 Shares 23,926 Est. Cost $55.92 Unrealized +1.6%
EOG EOG Resources 0.3%
Value ($000) $1,764 Shares 13,830 Est. Cost $60.19 Unrealized +51.9%
EW Edwards Lifesciences 0.3%
Value ($000) $1,744 Shares 10,015 Est. Cost $39.69 Unrealized +23.2%
FTV Fortive 0.3%
Value ($000) $1,673 Shares 19,868 Est. Cost $35.68 Unrealized +39.4%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,638 Shares 22,274 Est. Cost $32.01 Unrealized +111.0%
FAST Fastenal 0.3%
Value ($000) $1,627 Shares 28,050 Est. Cost $8.79 Unrealized +34.0%
ISRG Intuitive Surgical 0.3%
Value ($000) $1,627 Shares 2,835 Est. Cost $101.54 Unrealized +74.9%
DE Deere & Company 0.2%
Value ($000) $1,541 Shares 10,250 Est. Cost $68.53 Unrealized +87.7%
PM Philip Morris Int'l 0.2%
Value ($000) $1,440 Shares 17,659 Est. Cost $49.72 Unrealized +11.6%
IBM IBM 0.2%
Value ($000) $1,410 Shares 9,325 Est. Cost $118.23 Unrealized -14.4%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,368 Shares 45,350 Est. Cost $49.05 Unrealized
PPG PPG Industries 0.2%
Value ($000) $1,359 Shares 12,457 Est. Cost $91.06 Unrealized +4.0%
WELL Welltower 0.2%
Value ($000) $1,327 Shares 20,625 Est. Cost $54.00 Unrealized -6.0%
CVS CVS Health 0.2%
Value ($000) $1,233 Shares 15,660 Est. Cost $57.13 Unrealized -1.1%
FLO Flowers Foods 0.2%
Value ($000) $1,085 Shares 58,125 Est. Cost $13.95 Unrealized +7.5%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,054 Shares 16,985 Est. Cost $45.87 Unrealized -2.0%
Marathon Oil 0.2%
Value ($000) $1,030 Shares 44,260 Est. Cost $13.56 Unrealized
ZTS Zoetis 0.2%
Value ($000) $975 Shares 10,650 Est. Cost $54.54 Unrealized +53.4%
Kellogg 0.1%
Value ($000) $952 Shares 13,600 Est. Cost $38.92 Unrealized +31.9%
SLB Schlumberger 0.1%
Value ($000) $946 Shares 15,531 Est. Cost $55.08 Unrealized -5.5%
ULTA Ulta Beauty 0.1%
Value ($000) $941 Shares 3,335 Est. Cost $214.94 Unrealized +18.7%
Raytheon 0.1%
Value ($000) $920 Shares 4,453 Est. Cost $187.85 Unrealized
ROST Ross Stores 0.1%
Value ($000) $900 Shares 9,085 Est. Cost $38.79 Unrealized +120.1%
CSX CSX 0.1%
Value ($000) $900 Shares 12,156 Est. Cost $6.66 Unrealized +223.8%
HSIC Henry Schein 0.1%
Value ($000) $880 Shares 10,354 Est. Cost $52.84 Unrealized +17.9%
CVX Chevron 0.1%
Value ($000) $848 Shares 6,937 Est. Cost $73.38 Unrealized +19.8%
BFS Saul Centers 0.1%
Value ($000) $831 Shares 14,835 Est. Cost $46.29 Unrealized
HSY Hershey Company 0.1%
Value ($000) $718 Shares 7,035 Est. Cost $72.89 Unrealized +14.0%
HPQ HP 0.1%
Value ($000) $714 Shares 27,700 Est. Cost $11.22 Unrealized +67.5%
EQR Equity Residential Properties 0.1%
Value ($000) $710 Shares 10,720 Est. Cost $31.42 Unrealized +59.8%
HCSG Healthcare Services Group 0.1%
Value ($000) $634 Shares 15,600 Est. Cost $28.38 Unrealized +46.4%
Stericycle 0.1%
Value ($000) $614 Shares 10,472 Est. Cost $112.40 Unrealized
ALCO Alico 0.1%
Value ($000) $604 Shares 17,866 Est. Cost $27.33 Unrealized +2.6%
JPM JPMorgan Chase 0.1%
Value ($000) $602 Shares 5,332 Est. Cost $48.47 Unrealized +91.1%
TRMB Trimble 0.1%
Value ($000) $598 Shares 13,760 Est. Cost $29.78 Unrealized +31.2%
DowDupont 0.1%
Value ($000) $588 Shares 9,138 Est. Cost $69.18 Unrealized
Fortune Brands Home & Security 0.1%
Value ($000) $568 Shares 10,847 Est. Cost $66.64 Unrealized
CAT Caterpillar 0.1%
Value ($000) $542 Shares 3,553 Est. Cost $60.35 Unrealized +99.7%
XRAY Dentsply Sirona 0.1%
Value ($000) $525 Shares 13,900 Est. Cost $59.08 Unrealized -29.5%
General Electric 0.1%
Value ($000) $475 Shares 42,047 Est. Cost $23.44 Unrealized
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $452 Shares 27,700 Est. Cost $6.50 Unrealized +94.9%
COP ConocoPhillips 0.1%
Value ($000) $444 Shares 5,735 Est. Cost $44.54 Unrealized +26.5%
HCP 0.1%
Value ($000) $434 Shares 16,500 Est. Cost $43.65 Unrealized
SEIC SEI Investments 0.1%
Value ($000) $428 Shares 7,000 Est. Cost $26.47 Unrealized +112.3%
MO Altria 0.1%
Value ($000) $424 Shares 7,036 Est. Cost $25.81 Unrealized +30.0%
PRAA PRA Group 0.1%
Value ($000) $423 Shares 11,750 Est. Cost $34.09 Unrealized +14.7%
DUK Duke Energy 0.1%
Value ($000) $415 Shares 5,180 Est. Cost $42.75 Unrealized +40.4%
NOC Northrop Grumman 0.1%
Value ($000) $407 Shares 1,282 Est. Cost $114.24 Unrealized +136.2%
NSC Norfolk Southern 0.1%
Value ($000) $407 Shares 2,255 Est. Cost $107.13 Unrealized +37.4%
GPC Genuine Parts 0.1%
Value ($000) $386 Shares 3,885 Est. Cost $62.69 Unrealized +26.3%
PGR Progressive 0.1%
Value ($000) $369 Shares 5,200 Est. Cost $29.31 Unrealized +73.1%
STT State Street 0.1%
Value ($000) $327 Shares 3,899 Est. Cost $61.78 Unrealized +12.2%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $320 Shares 1 Est. Cost $199512.94 Unrealized +55.2%
PSX Phillips 66 0.0%
Value ($000) $317 Shares 2,812 Est. Cost $65.92 Unrealized +30.5%
INGR Ingredion 0.0%
Value ($000) $315 Shares 3,000 Est. Cost $80.34 Unrealized +27.1%
MDLZ Mondelez Int'l 0.0%
Value ($000) $314 Shares 7,307 Est. Cost $28.45 Unrealized +25.1%
Noble Energy 0.0%
Value ($000) $309 Shares 9,900 Est. Cost $60.00 Unrealized
COST Costco Wholesale 0.0%
Value ($000) $309 Shares 1,314 Est. Cost $140.12 Unrealized +45.0%
TECH Bio-Techne 0.0%
Value ($000) $306 Shares 1,500 Est. Cost $33.97 Unrealized +25.9%
Aetna 0.0%
Value ($000) $304 Shares 1,500 Est. Cost $127.00 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $293 Shares 9,088 Est. Cost $19.24 Unrealized +34.6%
L3 Technologies 0.0%
Value ($000) $287 Shares 1,350 Est. Cost $197.89 Unrealized
CTAS Cintas 0.0%
Value ($000) $277 Shares 1,400 Est. Cost $30.49 Unrealized +56.8%
BKNG Booking Holdings 0.0%
Value ($000) $276 Shares 139 Est. Cost $1933.76 Unrealized +0.2%
SU Suncor Energy 0.0%
Value ($000) $261 Shares 6,750 Est. Cost $23.36 Unrealized +30.4%
SHW Sherwin-Williams 0.0%
Value ($000) $260 Shares 572 Est. Cost $138.64 Unrealized 0.0%
ORCL Oracle 0.0%
Value ($000) $255 Shares 4,951 Est. Cost $37.56 Unrealized +16.0%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $248 Shares 13,000 Est. Cost $19.08 Unrealized
CMI Cummins 0.0%
Value ($000) $248 Shares 1,700 Est. Cost $89.89 Unrealized +29.3%
Express Scripts 0.0%
Value ($000) $240 Shares 2,527 Est. Cost $94.97 Unrealized
KHC Kraft Heinz 0.0%
Value ($000) $228 Shares 4,133 Est. Cost $48.16 Unrealized -13.2%
LRLCY L'Oreal ADR 0.0%
Value ($000) $224 Shares 4,650 Est. Cost $44.30 Unrealized
DXC DXC Technology 0.0%
Value ($000) $222 Shares 2,379 Est. Cost $84.72 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $221 Shares 906 Est. Cost $225.62 Unrealized 0.0%
WM Waste Management 0.0%
Value ($000) $221 Shares 2,450 Est. Cost $78.27 Unrealized 0.0%
KDP Keurig Dr. Pepper 0.0%
Value ($000) $213 Shares 9,175 Est. Cost $19.52 Unrealized 0.0%
KIM Kimco Realty 0.0%
Value ($000) $212 Shares 12,650 Est. Cost $12.78 Unrealized -8.0%
CNMD Conmed 0.0%
Value ($000) $208 Shares 2,625 Est. Cost $72.38 Unrealized 0.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $205 Shares 2,255 Est. Cost $14.86 Unrealized 0.0%