WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 11, 2019

Total Value ($000): $642,375 (100.0% shares, 0.0% debt)

Holdings (155)

MA Mastercard 5.7%
Value ($000) $36,488 Shares 154,970 Est. Cost $72.81 Unrealized +184.6%
ADP Automatic Data Processing 5.1%
Value ($000) $32,996 Shares 206,558 Est. Cost $45.45 Unrealized +176.0%
SYK Stryker 3.6%
Value ($000) $23,429 Shares 118,618 Est. Cost $61.57 Unrealized +171.4%
TJX TJX Companies 3.6%
Value ($000) $22,876 Shares 429,914 Est. Cost $33.83 Unrealized +34.4%
ECL Ecolab 3.5%
Value ($000) $22,574 Shares 127,871 Est. Cost $74.34 Unrealized +103.0%
AAPL Apple 3.0%
Value ($000) $19,567 Shares 103,011 Est. Cost $18.62 Unrealized +117.2%
NKE NIKE 'B' 2.9%
Value ($000) $18,394 Shares 218,435 Est. Cost $42.11 Unrealized +79.0%
MKC McCormick 2.8%
Value ($000) $17,914 Shares 118,928 Est. Cost $29.42 Unrealized +100.9%
JNJ Johnson & Johnson 2.6%
Value ($000) $16,526 Shares 118,220 Est. Cost $62.43 Unrealized +76.7%
ABT Abbott Labs 2.4%
Value ($000) $15,552 Shares 194,548 Est. Cost $29.72 Unrealized +122.4%
FISV Fiserv 2.4%
Value ($000) $15,280 Shares 173,084 Est. Cost $46.32 Unrealized +78.1%
CHD Church & Dwight 2.4%
Value ($000) $15,277 Shares 214,468 Est. Cost $35.05 Unrealized +72.9%
MCD McDonald's 2.3%
Value ($000) $15,081 Shares 79,415 Est. Cost $72.45 Unrealized +113.4%
MSFT Microsoft 2.3%
Value ($000) $14,686 Shares 124,524 Est. Cost $28.93 Unrealized +253.6%
INTU Intuit 1.9%
Value ($000) $12,027 Shares 46,008 Est. Cost $57.59 Unrealized +283.8%
DHR Danaher 1.8%
Value ($000) $11,349 Shares 85,967 Est. Cost $45.56 Unrealized +118.2%
NEE NextEra Energy 1.7%
Value ($000) $10,684 Shares 55,264 Est. Cost $23.47 Unrealized +64.4%
XOM ExxonMobil 1.6%
Value ($000) $10,415 Shares 128,904 Est. Cost $53.89 Unrealized +2.9%
PG Procter & Gamble 1.5%
Value ($000) $9,897 Shares 95,117 Est. Cost $57.11 Unrealized +43.7%
KO Coca-Cola 1.5%
Value ($000) $9,808 Shares 209,307 Est. Cost $27.85 Unrealized +35.6%
FDS FactSet Research Systems 1.5%
Value ($000) $9,381 Shares 37,785 Est. Cost $93.65 Unrealized +123.4%
AMT American Tower 1.4%
Value ($000) $9,093 Shares 46,142 Est. Cost $88.53 Unrealized +64.9%
ABBV AbbVie 1.4%
Value ($000) $8,920 Shares 110,683 Est. Cost $27.98 Unrealized +118.1%
BDX Becton, Dickinson 1.3%
Value ($000) $8,306 Shares 33,261 Est. Cost $165.67 Unrealized +28.4%
PEP PepsiCo 1.3%
Value ($000) $8,058 Shares 65,753 Est. Cost $56.78 Unrealized +62.8%
CL Colgate-Palmolive 1.2%
Value ($000) $7,918 Shares 115,520 Est. Cost $44.45 Unrealized +23.7%
BR Broadridge Financial Solutions 1.2%
Value ($000) $7,828 Shares 75,494 Est. Cost $49.91 Unrealized +78.6%
DIS Disney, Walt 1.2%
Value ($000) $7,415 Shares 66,787 Est. Cost $90.74 Unrealized +18.9%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $7,087 Shares 134,282 Est. Cost $32.20 Unrealized +34.0%
GOOGL Alphabet Class A 1.1%
Value ($000) $6,812 Shares 5,788 Est. Cost $43.20 Unrealized +29.7%
United Technologies 1.1%
Value ($000) $6,778 Shares 52,591 Est. Cost $95.26 Unrealized
ACN Accenture 'A' 1.0%
Value ($000) $6,575 Shares 37,354 Est. Cost $81.04 Unrealized +75.4%
IDXX IDEXX Labs 1.0%
Value ($000) $6,273 Shares 28,055 Est. Cost $66.90 Unrealized +208.6%
ITW Illinois Tool Works 1.0%
Value ($000) $6,234 Shares 43,433 Est. Cost $64.66 Unrealized +80.9%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $5,650 Shares 154,580 Est. Cost $37.89 Unrealized
SYY Sysco 0.9%
Value ($000) $5,620 Shares 84,176 Est. Cost $24.84 Unrealized +117.9%
LLY Lilly, Eli 0.8%
Value ($000) $5,223 Shares 40,253 Est. Cost $43.48 Unrealized +155.1%
HD Home Depot 0.8%
Value ($000) $4,950 Shares 25,798 Est. Cost $103.58 Unrealized +49.4%
USB US Bancorp 0.7%
Value ($000) $4,669 Shares 96,892 Est. Cost $24.69 Unrealized +52.3%
MPC Marathon Petroleum 0.7%
Value ($000) $4,556 Shares 76,120 Est. Cost $37.50 Unrealized +34.5%
WEX WEX 0.7%
Value ($000) $4,316 Shares 22,480 Est. Cost $110.38 Unrealized +53.1%
MRK Merck 0.7%
Value ($000) $4,192 Shares 50,401 Est. Cost $41.06 Unrealized +46.9%
PAYX Paychex 0.6%
Value ($000) $4,168 Shares 51,970 Est. Cost $26.63 Unrealized +127.0%
HON Honeywell Int'l 0.6%
Value ($000) $4,167 Shares 26,221 Est. Cost $111.64 Unrealized +8.5%
AMZN Amazon.com 0.6%
Value ($000) $3,862 Shares 2,169 Est. Cost $22.31 Unrealized +273.1%
VZ Verizon Communications 0.6%
Value ($000) $3,850 Shares 65,105 Est. Cost $27.59 Unrealized +41.2%
EL Estee Lauder 0.6%
Value ($000) $3,814 Shares 23,039 Est. Cost $80.15 Unrealized +67.9%
CSCO Cisco Systems 0.6%
Value ($000) $3,750 Shares 69,461 Est. Cost $15.33 Unrealized +157.7%
Walgreens Boots Alliance 0.6%
Value ($000) $3,724 Shares 58,853 Est. Cost $76.03 Unrealized
BRK/B Berkshire Hathaway 'B' 0.6%
Value ($000) $3,665 Shares 18,242 Est. Cost $157.44 Unrealized +28.2%
SBUX Starbucks 0.6%
Value ($000) $3,618 Shares 48,670 Est. Cost $41.66 Unrealized +42.2%
WSO Watsco 0.5%
Value ($000) $3,385 Shares 23,635 Est. Cost $152.85 Unrealized -6.1%
APD Air Products & Chemicals 0.5%
Value ($000) $3,362 Shares 17,607 Est. Cost $61.75 Unrealized +135.8%
UNP Union Pacific 0.5%
Value ($000) $3,211 Shares 19,205 Est. Cost $74.60 Unrealized +85.1%
BCPC Balchem 0.5%
Value ($000) $3,093 Shares 33,325 Est. Cost $48.33 Unrealized +72.0%
WMT Walmart 0.5%
Value ($000) $3,041 Shares 31,178 Est. Cost $20.13 Unrealized +45.3%
INTC Intel 0.5%
Value ($000) $2,945 Shares 54,842 Est. Cost $18.63 Unrealized +135.3%
LOW Lowe's 0.5%
Value ($000) $2,925 Shares 26,721 Est. Cost $32.88 Unrealized +167.9%
QCOM QUALCOMM 0.4%
Value ($000) $2,806 Shares 49,210 Est. Cost $46.43 Unrealized -1.5%
CTSH Cognizant Technology 0.4%
Value ($000) $2,771 Shares 38,246 Est. Cost $48.24 Unrealized +31.0%
EMR Emerson Electric 0.4%
Value ($000) $2,739 Shares 40,000 Est. Cost $40.07 Unrealized +39.8%
FDX FedEx 0.4%
Value ($000) $2,727 Shares 15,031 Est. Cost $207.53 Unrealized -24.9%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,677 Shares 19,295 Est. Cost $57.63 Unrealized +111.3%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,486 Shares 47,525 Est. Cost $68.55 Unrealized
PFE Pfizer 0.4%
Value ($000) $2,408 Shares 56,702 Est. Cost $17.94 Unrealized +63.0%
EW Edwards Lifesciences 0.4%
Value ($000) $2,275 Shares 11,893 Est. Cost $41.64 Unrealized +37.1%
MMM 3M Company 0.4%
Value ($000) $2,252 Shares 10,839 Est. Cost $75.07 Unrealized +74.6%
V Visa 0.3%
Value ($000) $2,227 Shares 14,260 Est. Cost $83.06 Unrealized +65.4%
AMGN Amgen 0.3%
Value ($000) $2,197 Shares 11,563 Est. Cost $73.61 Unrealized +110.1%
T AT&T 0.3%
Value ($000) $2,167 Shares 69,102 Est. Cost $12.30 Unrealized +15.1%
GWW Grainger, W.W. 0.3%
Value ($000) $1,905 Shares 6,332 Est. Cost $204.51 Unrealized +32.9%
HP Helmerich & Payne 0.3%
Value ($000) $1,860 Shares 33,470 Est. Cost $62.85 Unrealized -13.3%
CDK Global 0.3%
Value ($000) $1,856 Shares 31,548 Est. Cost $59.68 Unrealized
FTV Fortive 0.3%
Value ($000) $1,759 Shares 20,963 Est. Cost $36.25 Unrealized +30.6%
Weingarten Realty 0.3%
Value ($000) $1,734 Shares 59,048 Est. Cost $35.14 Unrealized
FAST Fastenal 0.3%
Value ($000) $1,720 Shares 26,750 Est. Cost $8.79 Unrealized +43.7%
DE Deere & Company 0.3%
Value ($000) $1,635 Shares 10,229 Est. Cost $68.53 Unrealized +110.9%
WELL Welltower 0.2%
Value ($000) $1,601 Shares 20,625 Est. Cost $54.00 Unrealized +11.7%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,577 Shares 20,774 Est. Cost $32.01 Unrealized +107.4%
Tiffany 0.2%
Value ($000) $1,546 Shares 14,650 Est. Cost $75.16 Unrealized
ISRG Intuitive Surgical 0.2%
Value ($000) $1,544 Shares 2,706 Est. Cost $101.54 Unrealized +75.0%
PPG PPG Industries 0.2%
Value ($000) $1,406 Shares 12,457 Est. Cost $91.06 Unrealized +3.1%
PM Philip Morris Int'l 0.2%
Value ($000) $1,382 Shares 15,634 Est. Cost $49.72 Unrealized +12.8%
GILD Gilead Sciences 0.2%
Value ($000) $1,377 Shares 21,184 Est. Cost $55.92 Unrealized -9.1%
Celgene 0.2%
Value ($000) $1,356 Shares 14,375 Est. Cost $102.98 Unrealized
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,319 Shares 38,350 Est. Cost $49.05 Unrealized
EOG EOG Resources 0.2%
Value ($000) $1,318 Shares 13,849 Est. Cost $60.19 Unrealized +19.5%
IBM IBM 0.2%
Value ($000) $1,292 Shares 9,157 Est. Cost $118.23 Unrealized -20.0%
ULTA Ulta Beauty 0.2%
Value ($000) $1,289 Shares 3,697 Est. Cost $220.93 Unrealized +36.9%
FLO Flowers Foods 0.2%
Value ($000) $1,143 Shares 53,625 Est. Cost $13.95 Unrealized +8.7%
ZTS Zoetis 0.2%
Value ($000) $1,084 Shares 10,769 Est. Cost $54.54 Unrealized +57.5%
EPAM EPAM Systems 0.2%
Value ($000) $1,015 Shares 6,000 Est. Cost $149.89 Unrealized 0.0%
CSX CSX 0.1%
Value ($000) $910 Shares 12,156 Est. Cost $6.66 Unrealized +216.7%
BFS Saul Centers 0.1%
Value ($000) $813 Shares 15,835 Est. Cost $46.35 Unrealized
CVX Chevron 0.1%
Value ($000) $799 Shares 6,485 Est. Cost $74.33 Unrealized +17.7%
Kellogg 0.1%
Value ($000) $780 Shares 13,600 Est. Cost $38.92 Unrealized +6.5%
EQR Equity Residential Properties 0.1%
Value ($000) $770 Shares 10,220 Est. Cost $31.42 Unrealized +76.8%
ROST Ross Stores 0.1%
Value ($000) $766 Shares 8,228 Est. Cost $38.79 Unrealized +120.9%
Marathon Oil 0.1%
Value ($000) $728 Shares 43,588 Est. Cost $13.56 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $717 Shares 15,036 Est. Cost $45.87 Unrealized -16.5%
Raytheon 0.1%
Value ($000) $688 Shares 3,777 Est. Cost $187.85 Unrealized
BAC Bank of America 0.1%
Value ($000) $687 Shares 24,902 Est. Cost $23.89 Unrealized 0.0%
CVS CVS Health 0.1%
Value ($000) $646 Shares 11,982 Est. Cost $57.27 Unrealized -13.6%
HSY Hershey Company 0.1%
Value ($000) $641 Shares 5,580 Est. Cost $72.89 Unrealized +27.3%
HSIC Henry Schein 0.1%
Value ($000) $607 Shares 10,104 Est. Cost $52.84 Unrealized +14.2%
SLB Schlumberger 0.1%
Value ($000) $568 Shares 13,046 Est. Cost $55.08 Unrealized -35.1%
TRMB Trimble 0.1%
Value ($000) $559 Shares 13,835 Est. Cost $29.78 Unrealized +27.4%
HPQ HP 0.1%
Value ($000) $540 Shares 27,776 Est. Cost $11.22 Unrealized +48.9%
HCSG Healthcare Services Group 0.1%
Value ($000) $529 Shares 16,050 Est. Cost $28.72 Unrealized +33.4%
JPM JPMorgan Chase 0.1%
Value ($000) $502 Shares 4,962 Est. Cost $48.47 Unrealized +76.1%
Fortune Brands Home & Security 0.1%
Value ($000) $493 Shares 10,347 Est. Cost $66.64 Unrealized
DowDupont 0.1%
Value ($000) $487 Shares 9,138 Est. Cost $69.18 Unrealized
ALCO Alico 0.1%
Value ($000) $486 Shares 17,866 Est. Cost $27.33 Unrealized -5.9%
HCP 0.1%
Value ($000) $485 Shares 15,500 Est. Cost $43.65 Unrealized
DUK Duke Energy 0.1%
Value ($000) $466 Shares 5,180 Est. Cost $42.75 Unrealized +56.5%
XRAY Dentsply Sirona 0.1%
Value ($000) $441 Shares 8,900 Est. Cost $59.08 Unrealized -25.5%
GPC Genuine Parts 0.1%
Value ($000) $435 Shares 3,885 Est. Cost $62.69 Unrealized +35.2%
General Electric 0.1%
Value ($000) $429 Shares 42,954 Est. Cost $17.79 Unrealized
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $427 Shares 27,700 Est. Cost $6.50 Unrealized +90.3%
NSC Norfolk Southern 0.1%
Value ($000) $395 Shares 2,114 Est. Cost $107.13 Unrealized +40.5%
SHW Sherwin-Williams 0.1%
Value ($000) $385 Shares 895 Est. Cost $135.72 Unrealized -3.6%
LKQ LKQ 0.1%
Value ($000) $383 Shares 13,500 Est. Cost $24.16 Unrealized 0.0%
PGR Progressive 0.1%
Value ($000) $377 Shares 5,228 Est. Cost $29.31 Unrealized +89.3%
CAT Caterpillar 0.1%
Value ($000) $373 Shares 2,753 Est. Cost $60.35 Unrealized +89.9%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $369 Shares 1,349 Est. Cost $230.43 Unrealized +6.1%
NOC Northrop Grumman 0.1%
Value ($000) $369 Shares 1,370 Est. Cost $122.55 Unrealized +98.8%
SEIC SEI Investments 0.1%
Value ($000) $366 Shares 7,000 Est. Cost $26.47 Unrealized +72.8%
MO Altria 0.1%
Value ($000) $362 Shares 6,300 Est. Cost $25.81 Unrealized +15.1%
MDLZ Mondelez Int'l 0.1%
Value ($000) $340 Shares 6,807 Est. Cost $28.45 Unrealized +36.2%
COST Costco Wholesale 0.1%
Value ($000) $329 Shares 1,359 Est. Cost $142.82 Unrealized +38.9%
COP ConocoPhillips 0.0%
Value ($000) $311 Shares 4,663 Est. Cost $44.54 Unrealized +18.9%
ORLY O'Reilly Automotive 0.0%
Value ($000) $311 Shares 800 Est. Cost $24.19 Unrealized 0.0%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $301 Shares 1 Est. Cost $199512.94 Unrealized +51.8%
TECH Bio-Techne 0.0%
Value ($000) $298 Shares 1,500 Est. Cost $33.97 Unrealized +28.4%
Stericycle 0.0%
Value ($000) $294 Shares 5,397 Est. Cost $112.40 Unrealized
INGR Ingredion 0.0%
Value ($000) $284 Shares 3,000 Est. Cost $80.34 Unrealized +17.6%
L3 Technologies 0.0%
Value ($000) $279 Shares 1,350 Est. Cost $197.89 Unrealized
PYPL Paypal Holdings 0.0%
Value ($000) $265 Shares 2,551 Est. Cost $94.45 Unrealized 0.0%
Versum Materials 0.0%
Value ($000) $261 Shares 5,178 Est. Cost $50.41 Unrealized
CMI Cummins 0.0%
Value ($000) $260 Shares 1,650 Est. Cost $89.89 Unrealized +39.9%
ILMN Illumina 0.0%
Value ($000) $256 Shares 825 Est. Cost $291.63 Unrealized 0.0%
WM Waste Management 0.0%
Value ($000) $255 Shares 2,450 Est. Cost $78.27 Unrealized +11.2%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $248 Shares 13,000 Est. Cost $19.08 Unrealized
Noble Energy 0.0%
Value ($000) $245 Shares 9,900 Est. Cost $24.75 Unrealized
ORCL Oracle 0.0%
Value ($000) $232 Shares 4,311 Est. Cost $37.56 Unrealized +22.7%
RCL Royal Caribbean Cruises 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $108.13 Unrealized 0.0%
BKNG Booking Holdings 0.0%
Value ($000) $227 Shares 130 Est. Cost $1931.02 Unrealized -9.1%
PSX Phillips 66 0.0%
Value ($000) $219 Shares 2,296 Est. Cost $65.92 Unrealized +9.1%
CNMD Conmed 0.0%
Value ($000) $218 Shares 2,625 Est. Cost $68.36 Unrealized 0.0%
D Dominion Energy 0.0%
Value ($000) $215 Shares 2,800 Est. Cost $53.23 Unrealized +1.2%
KDP Keurig Dr. Pepper 0.0%
Value ($000) $209 Shares 7,475 Est. Cost $19.52 Unrealized +16.9%
STT State Street 0.0%
Value ($000) $204 Shares 3,099 Est. Cost $61.78 Unrealized -10.3%
WY Weyerhaeuser 0.0%
Value ($000) $204 Shares 7,728 Est. Cost $19.29 Unrealized 0.0%
CTAS Cintas 0.0%
Value ($000) $202 Shares 1,000 Est. Cost $45.33 Unrealized 0.0%
KIM Kimco Realty 0.0%
Value ($000) $197 Shares 10,650 Est. Cost $12.78 Unrealized -2.5%