WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 17, 2019

Total Value ($000): $555,536 (100.0% shares, 0.0% debt)

Holdings (143)

MA Mastercard 5.2%
Value ($000) $28,843 Shares 152,894 Est. Cost $70.99 Unrealized +168.9%
ADP Automatic Data Processing 5.0%
Value ($000) $27,525 Shares 209,924 Est. Cost $45.45 Unrealized +166.6%
SYK Stryker 3.5%
Value ($000) $19,186 Shares 122,399 Est. Cost $61.57 Unrealized +151.4%
ECL Ecolab 3.4%
Value ($000) $18,905 Shares 128,303 Est. Cost $74.34 Unrealized +90.3%
TJX TJX Companies 3.4%
Value ($000) $18,879 Shares 421,966 Est. Cost $33.61 Unrealized +36.5%
MKC McCormick 2.9%
Value ($000) $16,347 Shares 117,405 Est. Cost $29.04 Unrealized +115.6%
NKE NIKE 'B' 2.9%
Value ($000) $16,297 Shares 219,815 Est. Cost $42.11 Unrealized +61.8%
AAPL Apple 2.9%
Value ($000) $16,054 Shares 101,772 Est. Cost $18.35 Unrealized +150.8%
JNJ Johnson & Johnson 2.8%
Value ($000) $15,330 Shares 118,794 Est. Cost $62.43 Unrealized +82.8%
ABT Abbott Labs 2.6%
Value ($000) $14,173 Shares 195,951 Est. Cost $29.72 Unrealized +109.1%
MCD McDonald's 2.5%
Value ($000) $14,163 Shares 79,759 Est. Cost $72.45 Unrealized +107.2%
CHD Church & Dwight 2.5%
Value ($000) $14,100 Shares 214,418 Est. Cost $35.05 Unrealized +65.8%
FISV Fiserv 2.3%
Value ($000) $12,591 Shares 171,334 Est. Cost $45.95 Unrealized +68.2%
MSFT Microsoft 2.2%
Value ($000) $12,276 Shares 120,862 Est. Cost $26.70 Unrealized +274.5%
ABBV AbbVie 1.9%
Value ($000) $10,501 Shares 113,911 Est. Cost $27.98 Unrealized +131.6%
KO Coca-Cola 1.8%
Value ($000) $10,215 Shares 215,739 Est. Cost $27.85 Unrealized +37.8%
NEE NextEra Energy 1.7%
Value ($000) $9,438 Shares 54,299 Est. Cost $23.20 Unrealized +58.0%
INTU Intuit 1.7%
Value ($000) $9,219 Shares 46,833 Est. Cost $57.59 Unrealized +244.7%
PG Procter & Gamble 1.6%
Value ($000) $8,818 Shares 95,931 Est. Cost $57.11 Unrealized +30.9%
XOM ExxonMobil 1.6%
Value ($000) $8,782 Shares 128,786 Est. Cost $53.89 Unrealized +4.6%
DHR Danaher 1.5%
Value ($000) $8,489 Shares 82,325 Est. Cost $43.17 Unrealized +103.6%
FDS FactSet Research Systems 1.4%
Value ($000) $7,622 Shares 38,085 Est. Cost $93.65 Unrealized +119.4%
PEP PepsiCo 1.3%
Value ($000) $7,357 Shares 66,595 Est. Cost $56.78 Unrealized +59.7%
CL Colgate-Palmolive 1.3%
Value ($000) $7,261 Shares 121,990 Est. Cost $44.45 Unrealized +19.0%
AMT American Tower 1.3%
Value ($000) $7,160 Shares 45,259 Est. Cost $87.41 Unrealized +48.1%
DIS Disney, Walt 1.2%
Value ($000) $6,730 Shares 61,380 Est. Cost $89.23 Unrealized +22.3%
BDX Becton, Dickinson 1.1%
Value ($000) $6,380 Shares 28,316 Est. Cost $157.45 Unrealized +32.2%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $6,247 Shares 131,292 Est. Cost $31.95 Unrealized +31.7%
BR Broadridge Financial Solutions 1.1%
Value ($000) $6,247 Shares 64,909 Est. Cost $43.51 Unrealized +120.1%
GOOGL Alphabet Class A 1.0%
Value ($000) $5,699 Shares 5,454 Est. Cost $42.42 Unrealized +26.5%
United Technologies 1.0%
Value ($000) $5,657 Shares 53,126 Est. Cost $95.26 Unrealized
IDXX IDEXX Labs 1.0%
Value ($000) $5,467 Shares 29,390 Est. Cost $66.90 Unrealized +206.5%
ITW Illinois Tool Works 1.0%
Value ($000) $5,408 Shares 42,690 Est. Cost $63.75 Unrealized +73.3%
SYY Sysco 1.0%
Value ($000) $5,291 Shares 84,438 Est. Cost $24.84 Unrealized +124.4%
ACN Accenture 'A' 0.9%
Value ($000) $5,218 Shares 37,004 Est. Cost $81.04 Unrealized +76.3%
Celgene 0.9%
Value ($000) $5,022 Shares 78,360 Est. Cost $102.98 Unrealized
LLY Lilly, Eli 0.8%
Value ($000) $4,654 Shares 40,217 Est. Cost $43.48 Unrealized +133.1%
MPC Marathon Petroleum 0.8%
Value ($000) $4,562 Shares 77,307 Est. Cost $37.50 Unrealized +44.7%
USB US Bancorp 0.8%
Value ($000) $4,463 Shares 97,665 Est. Cost $24.69 Unrealized +55.0%
Walgreens Boots Alliance 0.8%
Value ($000) $4,411 Shares 64,553 Est. Cost $76.03 Unrealized
HD Home Depot 0.8%
Value ($000) $4,205 Shares 24,473 Est. Cost $100.81 Unrealized +49.2%
MRK Merck 0.7%
Value ($000) $3,979 Shares 52,079 Est. Cost $41.06 Unrealized +37.6%
VZ Verizon Communications 0.7%
Value ($000) $3,681 Shares 65,469 Est. Cost $27.59 Unrealized +40.0%
PAYX Paychex 0.6%
Value ($000) $3,392 Shares 52,070 Est. Cost $26.63 Unrealized +106.8%
WSO Watsco 0.6%
Value ($000) $3,249 Shares 23,350 Est. Cost $152.96 Unrealized -0.4%
PFF iShares S&P US Pfd ETF 0.6%
Value ($000) $3,228 Shares 94,305 Est. Cost $38.75 Unrealized
BRK/B Berkshire Hathaway 'B' 0.6%
Value ($000) $3,187 Shares 15,609 Est. Cost $149.94 Unrealized +39.3%
HON Honeywell Int'l 0.6%
Value ($000) $3,182 Shares 24,085 Est. Cost $110.80 Unrealized +6.2%
CSCO Cisco Systems 0.6%
Value ($000) $3,153 Shares 72,769 Est. Cost $15.33 Unrealized +140.8%
WEX WEX 0.5%
Value ($000) $2,926 Shares 20,890 Est. Cost $105.91 Unrealized +55.4%
AMZN Amazon.com 0.5%
Value ($000) $2,920 Shares 1,944 Est. Cost $15.26 Unrealized +445.0%
SBUX Starbucks 0.5%
Value ($000) $2,907 Shares 45,145 Est. Cost $40.28 Unrealized +33.2%
EL Estee Lauder 0.5%
Value ($000) $2,906 Shares 22,337 Est. Cost $78.44 Unrealized +58.2%
WMT Walmart 0.5%
Value ($000) $2,902 Shares 31,153 Est. Cost $20.13 Unrealized +42.9%
APD Air Products & Chemicals 0.5%
Value ($000) $2,858 Shares 17,857 Est. Cost $61.75 Unrealized +115.7%
QCOM QUALCOMM 0.5%
Value ($000) $2,812 Shares 49,410 Est. Cost $46.43 Unrealized +9.5%
BCPC Balchem 0.5%
Value ($000) $2,693 Shares 34,375 Est. Cost $48.33 Unrealized +79.0%
UNP Union Pacific 0.5%
Value ($000) $2,658 Shares 19,230 Est. Cost $74.60 Unrealized +69.5%
LOW Lowe's 0.5%
Value ($000) $2,611 Shares 28,275 Est. Cost $32.88 Unrealized +157.4%
INTC Intel 0.5%
Value ($000) $2,569 Shares 54,746 Est. Cost $18.63 Unrealized +115.7%
PFE Pfizer 0.5%
Value ($000) $2,524 Shares 57,813 Est. Cost $17.94 Unrealized +67.4%
EMR Emerson Electric 0.4%
Value ($000) $2,480 Shares 41,502 Est. Cost $40.07 Unrealized +42.2%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,441 Shares 19,295 Est. Cost $57.63 Unrealized +126.3%
CTSH Cognizant Technology 0.4%
Value ($000) $2,402 Shares 37,837 Est. Cost $48.08 Unrealized +30.2%
FDX FedEx 0.4%
Value ($000) $2,257 Shares 13,987 Est. Cost $211.39 Unrealized -12.1%
AMGN Amgen 0.4%
Value ($000) $2,244 Shares 11,529 Est. Cost $73.61 Unrealized +113.0%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,189 Shares 47,525 Est. Cost $68.55 Unrealized
MMM 3M Company 0.4%
Value ($000) $2,108 Shares 11,064 Est. Cost $75.07 Unrealized +70.8%
T AT&T 0.3%
Value ($000) $1,941 Shares 68,002 Est. Cost $12.27 Unrealized +14.2%
V Visa 0.3%
Value ($000) $1,820 Shares 13,791 Est. Cost $81.21 Unrealized +61.8%
GWW Grainger, W.W. 0.3%
Value ($000) $1,788 Shares 6,332 Est. Cost $204.51 Unrealized +32.3%
EW Edwards Lifesciences 0.3%
Value ($000) $1,757 Shares 11,470 Est. Cost $41.07 Unrealized +23.2%
HP Helmerich & Payne 0.3%
Value ($000) $1,643 Shares 34,270 Est. Cost $62.85 Unrealized -2.3%
CDK Global 0.3%
Value ($000) $1,545 Shares 32,275 Est. Cost $59.68 Unrealized
DE Deere & Company 0.3%
Value ($000) $1,514 Shares 10,150 Est. Cost $68.53 Unrealized +92.3%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,483 Shares 21,774 Est. Cost $32.01 Unrealized +100.9%
Weingarten Realty 0.3%
Value ($000) $1,465 Shares 59,048 Est. Cost $35.14 Unrealized
FAST Fastenal 0.3%
Value ($000) $1,441 Shares 27,550 Est. Cost $8.79 Unrealized +28.2%
WELL Welltower 0.3%
Value ($000) $1,432 Shares 20,625 Est. Cost $54.00 Unrealized +0.2%
GILD Gilead Sciences 0.2%
Value ($000) $1,382 Shares 22,101 Est. Cost $55.92 Unrealized -5.2%
FTV Fortive 0.2%
Value ($000) $1,374 Shares 20,313 Est. Cost $35.90 Unrealized +27.0%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,363 Shares 2,845 Est. Cost $101.54 Unrealized +66.9%
PPG PPG Industries 0.2%
Value ($000) $1,273 Shares 12,457 Est. Cost $91.06 Unrealized -0.7%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,220 Shares 39,250 Est. Cost $49.05 Unrealized
EOG EOG Resources 0.2%
Value ($000) $1,206 Shares 13,830 Est. Cost $60.19 Unrealized +34.0%
Tiffany 0.2%
Value ($000) $1,179 Shares 14,650 Est. Cost $75.16 Unrealized
CVS CVS Health 0.2%
Value ($000) $1,093 Shares 16,682 Est. Cost $57.27 Unrealized +3.7%
PM Philip Morris Int'l 0.2%
Value ($000) $1,044 Shares 15,634 Est. Cost $49.72 Unrealized +15.2%
IBM IBM 0.2%
Value ($000) $1,041 Shares 9,157 Est. Cost $118.23 Unrealized -25.6%
FLO Flowers Foods 0.2%
Value ($000) $990 Shares 53,625 Est. Cost $13.95 Unrealized +3.0%
ZTS Zoetis 0.2%
Value ($000) $920 Shares 10,750 Est. Cost $54.54 Unrealized +55.8%
ULTA Ulta Beauty 0.2%
Value ($000) $905 Shares 3,695 Est. Cost $220.93 Unrealized +25.1%
HSIC Henry Schein 0.1%
Value ($000) $793 Shares 10,104 Est. Cost $52.84 Unrealized +24.6%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $792 Shares 15,236 Est. Cost $45.87 Unrealized -10.7%
Kellogg 0.1%
Value ($000) $775 Shares 13,600 Est. Cost $38.92 Unrealized +19.2%
CSX CSX 0.1%
Value ($000) $755 Shares 12,156 Est. Cost $6.66 Unrealized +213.5%
BFS Saul Centers 0.1%
Value ($000) $748 Shares 15,835 Est. Cost $46.35 Unrealized
ROST Ross Stores 0.1%
Value ($000) $681 Shares 8,185 Est. Cost $38.79 Unrealized +117.4%
EQR Equity Residential Properties 0.1%
Value ($000) $675 Shares 10,220 Est. Cost $31.42 Unrealized +63.4%
CVX Chevron 0.1%
Value ($000) $658 Shares 6,047 Est. Cost $73.38 Unrealized +15.5%
HCSG Healthcare Services Group 0.1%
Value ($000) $637 Shares 15,850 Est. Cost $28.60 Unrealized +47.8%
Marathon Oil 0.1%
Value ($000) $625 Shares 43,588 Est. Cost $13.56 Unrealized
HSY Hershey Company 0.1%
Value ($000) $598 Shares 5,580 Est. Cost $72.89 Unrealized +23.5%
Raytheon 0.1%
Value ($000) $578 Shares 3,768 Est. Cost $187.85 Unrealized
HPQ HP 0.1%
Value ($000) $567 Shares 27,700 Est. Cost $11.22 Unrealized +62.6%
ALCO Alico 0.1%
Value ($000) $527 Shares 17,866 Est. Cost $27.33 Unrealized +4.3%
SLB Schlumberger 0.1%
Value ($000) $510 Shares 14,146 Est. Cost $55.08 Unrealized -27.0%
General Electric 0.1%
Value ($000) $495 Shares 65,327 Est. Cost $17.79 Unrealized
DowDupont 0.1%
Value ($000) $489 Shares 9,138 Est. Cost $69.18 Unrealized
JPM JPMorgan Chase 0.1%
Value ($000) $482 Shares 4,933 Est. Cost $48.47 Unrealized +80.6%
TRMB Trimble 0.1%
Value ($000) $455 Shares 13,835 Est. Cost $29.78 Unrealized +23.5%
CAT Caterpillar 0.1%
Value ($000) $451 Shares 3,553 Est. Cost $60.35 Unrealized +84.8%
DUK Duke Energy 0.1%
Value ($000) $447 Shares 5,180 Est. Cost $42.75 Unrealized +49.4%
HCP 0.1%
Value ($000) $433 Shares 15,500 Est. Cost $43.65 Unrealized
Fortune Brands Home & Security 0.1%
Value ($000) $393 Shares 10,347 Est. Cost $66.64 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $373 Shares 3,885 Est. Cost $62.69 Unrealized +28.4%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $366 Shares 27,700 Est. Cost $6.50 Unrealized +83.5%
COP ConocoPhillips 0.1%
Value ($000) $358 Shares 5,735 Est. Cost $44.54 Unrealized +19.9%
XRAY Dentsply Sirona 0.1%
Value ($000) $331 Shares 8,900 Est. Cost $59.08 Unrealized -38.4%
SEIC SEI Investments 0.1%
Value ($000) $323 Shares 7,000 Est. Cost $26.47 Unrealized +80.5%
NSC Norfolk Southern 0.1%
Value ($000) $315 Shares 2,105 Est. Cost $107.13 Unrealized +32.9%
NOC Northrop Grumman 0.1%
Value ($000) $314 Shares 1,282 Est. Cost $114.24 Unrealized +114.9%
PGR Progressive 0.1%
Value ($000) $314 Shares 5,200 Est. Cost $29.31 Unrealized +79.1%
MO Altria 0.1%
Value ($000) $310 Shares 6,268 Est. Cost $25.81 Unrealized +28.3%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $306 Shares 1 Est. Cost $199512.94 Unrealized +56.9%
COST Costco Wholesale 0.1%
Value ($000) $280 Shares 1,374 Est. Cost $142.82 Unrealized +41.4%
Stericycle 0.1%
Value ($000) $279 Shares 7,597 Est. Cost $112.40 Unrealized
INGR Ingredion 0.0%
Value ($000) $274 Shares 3,000 Est. Cost $80.34 Unrealized +24.6%
MDLZ Mondelez Int'l 0.0%
Value ($000) $272 Shares 6,807 Est. Cost $28.45 Unrealized +25.8%
STT State Street 0.0%
Value ($000) $246 Shares 3,899 Est. Cost $61.78 Unrealized -8.0%
PSX Phillips 66 0.0%
Value ($000) $242 Shares 2,812 Est. Cost $65.92 Unrealized +11.1%
SHW Sherwin-Williams 0.0%
Value ($000) $234 Shares 595 Est. Cost $138.17 Unrealized -8.4%
L3 Technologies 0.0%
Value ($000) $234 Shares 1,350 Est. Cost $197.89 Unrealized
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $233 Shares 13,000 Est. Cost $19.08 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $232 Shares 1,036 Est. Cost $226.20 Unrealized +1.8%
CMI Cummins 0.0%
Value ($000) $227 Shares 1,700 Est. Cost $89.89 Unrealized +30.7%
KDP Keurig Dr. Pepper 0.0%
Value ($000) $222 Shares 8,675 Est. Cost $19.52 Unrealized +9.3%
BKNG Booking Holdings 0.0%
Value ($000) $220 Shares 128 Est. Cost $1933.76 Unrealized -6.7%
WM Waste Management 0.0%
Value ($000) $218 Shares 2,450 Est. Cost $78.27 Unrealized +1.8%
TECH Bio-Techne 0.0%
Value ($000) $217 Shares 1,500 Est. Cost $33.97 Unrealized +18.9%
ORCL Oracle 0.0%
Value ($000) $207 Shares 4,587 Est. Cost $37.56 Unrealized +14.9%
D Dominion Energy 0.0%
Value ($000) $200 Shares 2,800 Est. Cost $53.23 Unrealized 0.0%
KIM Kimco Realty 0.0%
Value ($000) $156 Shares 10,650 Est. Cost $12.78 Unrealized -12.4%