WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 16, 2019

Total Value ($000): $666,494 (100.0% shares, 0.0% debt)

Holdings (154)

MA Mastercard 6.0%
Value ($000) $40,321 Shares 152,424 Est. Cost $72.81 Unrealized +231.5%
ADP Automatic Data Processing 5.1%
Value ($000) $33,898 Shares 205,033 Est. Cost $45.45 Unrealized +210.2%
ECL Ecolab 3.7%
Value ($000) $24,951 Shares 126,371 Est. Cost $74.34 Unrealized +133.0%
SYK Stryker 3.7%
Value ($000) $24,380 Shares 118,593 Est. Cost $61.57 Unrealized +188.8%
TJX TJX Companies 3.4%
Value ($000) $22,817 Shares 431,484 Est. Cost $33.83 Unrealized +43.9%
AAPL Apple 3.0%
Value ($000) $20,201 Shares 102,068 Est. Cost $18.62 Unrealized +150.4%
MKC McCormick 2.8%
Value ($000) $18,401 Shares 118,708 Est. Cost $29.42 Unrealized +130.4%
NKE NIKE 'B' 2.8%
Value ($000) $18,344 Shares 218,513 Est. Cost $42.11 Unrealized +83.1%
MSFT Microsoft 2.7%
Value ($000) $18,105 Shares 135,149 Est. Cost $36.05 Unrealized +231.6%
MCD McDonald's 2.5%
Value ($000) $16,488 Shares 79,399 Est. Cost $72.45 Unrealized +134.3%
JNJ Johnson & Johnson 2.4%
Value ($000) $16,322 Shares 117,185 Est. Cost $62.43 Unrealized +83.8%
ABT Abbott Labs 2.4%
Value ($000) $16,148 Shares 192,008 Est. Cost $29.72 Unrealized +136.3%
FISV Fiserv 2.4%
Value ($000) $15,665 Shares 171,839 Est. Cost $46.32 Unrealized +89.2%
CHD Church & Dwight 2.3%
Value ($000) $15,600 Shares 213,518 Est. Cost $35.05 Unrealized +96.1%
DHR Danaher 1.8%
Value ($000) $12,219 Shares 85,492 Est. Cost $45.56 Unrealized +152.3%
INTU Intuit 1.8%
Value ($000) $11,891 Shares 45,500 Est. Cost $57.59 Unrealized +322.7%
NEE NextEra Energy 1.7%
Value ($000) $11,332 Shares 55,314 Est. Cost $23.47 Unrealized +78.0%
FDS FactSet Research Systems 1.6%
Value ($000) $10,713 Shares 37,385 Est. Cost $93.65 Unrealized +177.2%
KO Coca-Cola 1.6%
Value ($000) $10,570 Shares 207,582 Est. Cost $27.85 Unrealized +43.3%
PG Procter & Gamble 1.6%
Value ($000) $10,394 Shares 94,795 Est. Cost $57.11 Unrealized +58.5%
XOM ExxonMobil 1.5%
Value ($000) $9,764 Shares 127,421 Est. Cost $53.89 Unrealized +5.5%
BR Broadridge Financial Solutions 1.5%
Value ($000) $9,759 Shares 76,434 Est. Cost $50.62 Unrealized +112.4%
DIS Disney, Walt 1.4%
Value ($000) $9,510 Shares 68,102 Est. Cost $91.46 Unrealized +40.0%
AMT American Tower 1.4%
Value ($000) $9,381 Shares 45,882 Est. Cost $88.53 Unrealized +90.0%
BDX Becton, Dickinson 1.3%
Value ($000) $8,617 Shares 34,193 Est. Cost $166.87 Unrealized +25.7%
PEP PepsiCo 1.3%
Value ($000) $8,422 Shares 64,228 Est. Cost $56.78 Unrealized +84.5%
CL Colgate-Palmolive 1.2%
Value ($000) $8,074 Shares 112,660 Est. Cost $44.45 Unrealized +36.8%
ABBV AbbVie 1.2%
Value ($000) $7,862 Shares 108,118 Est. Cost $27.98 Unrealized +112.2%
IDXX IDEXX Labs 1.1%
Value ($000) $7,649 Shares 27,780 Est. Cost $66.90 Unrealized +268.3%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $7,395 Shares 133,412 Est. Cost $32.20 Unrealized +47.8%
United Technologies 1.0%
Value ($000) $6,860 Shares 52,691 Est. Cost $95.26 Unrealized
ACN Accenture 'A' 1.0%
Value ($000) $6,833 Shares 36,979 Est. Cost $81.04 Unrealized +102.0%
ITW Illinois Tool Works 1.0%
Value ($000) $6,457 Shares 42,818 Est. Cost $64.66 Unrealized +98.8%
GOOGL Alphabet Class A 0.9%
Value ($000) $6,295 Shares 5,814 Est. Cost $43.20 Unrealized +33.0%
SYY Sysco 0.9%
Value ($000) $5,776 Shares 81,676 Est. Cost $24.84 Unrealized +139.8%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $5,766 Shares 156,480 Est. Cost $37.88 Unrealized
HD Home Depot 0.8%
Value ($000) $5,493 Shares 26,413 Est. Cost $105.12 Unrealized +61.3%
USB US Bancorp 0.8%
Value ($000) $5,002 Shares 95,467 Est. Cost $24.69 Unrealized +57.7%
WEX WEX 0.7%
Value ($000) $4,724 Shares 22,700 Est. Cost $110.38 Unrealized +82.3%
HON Honeywell Int'l 0.7%
Value ($000) $4,721 Shares 27,041 Est. Cost $112.46 Unrealized +23.3%
LLY Lilly, Eli 0.7%
Value ($000) $4,460 Shares 40,253 Est. Cost $43.48 Unrealized +148.4%
EL Estee Lauder 0.6%
Value ($000) $4,283 Shares 23,389 Est. Cost $81.29 Unrealized +93.0%
MPC Marathon Petroleum 0.6%
Value ($000) $4,267 Shares 76,357 Est. Cost $37.50 Unrealized +18.1%
MRK Merck 0.6%
Value ($000) $4,224 Shares 50,373 Est. Cost $41.06 Unrealized +51.3%
PAYX Paychex 0.6%
Value ($000) $4,184 Shares 50,845 Est. Cost $26.63 Unrealized +161.3%
AMZN Amazon.com 0.6%
Value ($000) $4,157 Shares 2,195 Est. Cost $23.14 Unrealized +302.5%
SBUX Starbucks 0.6%
Value ($000) $4,057 Shares 48,395 Est. Cost $41.66 Unrealized +63.1%
APD Air Products & Chemicals 0.6%
Value ($000) $3,986 Shares 17,607 Est. Cost $61.75 Unrealized +185.4%
BRK/B Berkshire Hathaway 'B' 0.6%
Value ($000) $3,917 Shares 18,376 Est. Cost $157.44 Unrealized +31.4%
WSO Watsco 0.6%
Value ($000) $3,912 Shares 23,925 Est. Cost $152.90 Unrealized +2.7%
QCOM QUALCOMM 0.6%
Value ($000) $3,713 Shares 48,810 Est. Cost $46.43 Unrealized +35.1%
VZ Verizon Communications 0.6%
Value ($000) $3,674 Shares 64,306 Est. Cost $27.59 Unrealized +45.1%
CSCO Cisco Systems 0.5%
Value ($000) $3,657 Shares 66,815 Est. Cost $15.33 Unrealized +194.7%
WMT Walmart 0.5%
Value ($000) $3,442 Shares 31,153 Est. Cost $20.13 Unrealized +55.5%
BCPC Balchem 0.5%
Value ($000) $3,302 Shares 33,025 Est. Cost $48.33 Unrealized +93.8%
UNP Union Pacific 0.5%
Value ($000) $3,231 Shares 19,105 Est. Cost $74.60 Unrealized +98.1%
Walgreens Boots Alliance 0.4%
Value ($000) $2,944 Shares 53,853 Est. Cost $76.03 Unrealized
INTC Intel 0.4%
Value ($000) $2,697 Shares 56,336 Est. Cost $19.28 Unrealized +123.5%
LOW Lowe's 0.4%
Value ($000) $2,669 Shares 26,446 Est. Cost $32.88 Unrealized +184.3%
EMR Emerson Electric 0.4%
Value ($000) $2,669 Shares 40,000 Est. Cost $40.07 Unrealized +43.4%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,584 Shares 19,295 Est. Cost $57.63 Unrealized +121.6%
V Visa 0.4%
Value ($000) $2,504 Shares 14,429 Est. Cost $83.92 Unrealized +86.3%
T AT&T 0.4%
Value ($000) $2,445 Shares 72,977 Est. Cost $12.45 Unrealized +21.1%
PFE Pfizer 0.4%
Value ($000) $2,440 Shares 56,330 Est. Cost $17.94 Unrealized +62.9%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,414 Shares 47,300 Est. Cost $68.55 Unrealized
EW Edwards Lifesciences 0.3%
Value ($000) $2,235 Shares 12,100 Est. Cost $41.96 Unrealized +44.1%
AMGN Amgen 0.3%
Value ($000) $2,131 Shares 11,563 Est. Cost $73.61 Unrealized +98.6%
FDX FedEx 0.3%
Value ($000) $1,855 Shares 11,296 Est. Cost $207.53 Unrealized -25.4%
MMM 3M Company 0.3%
Value ($000) $1,822 Shares 10,514 Est. Cost $75.07 Unrealized +60.7%
FTV Fortive 0.3%
Value ($000) $1,759 Shares 21,576 Est. Cost $36.66 Unrealized +37.8%
HP Helmerich & Payne 0.3%
Value ($000) $1,694 Shares 33,470 Est. Cost $62.85 Unrealized -12.4%
GWW Grainger, W.W. 0.3%
Value ($000) $1,689 Shares 6,297 Est. Cost $204.51 Unrealized +26.0%
WELL Welltower 0.3%
Value ($000) $1,682 Shares 20,625 Est. Cost $54.00 Unrealized +18.5%
FAST Fastenal 0.3%
Value ($000) $1,678 Shares 51,500 Est. Cost $11.26 Unrealized +23.7%
DE Deere & Company 0.2%
Value ($000) $1,645 Shares 9,929 Est. Cost $68.53 Unrealized +106.4%
Weingarten Realty 0.2%
Value ($000) $1,601 Shares 58,398 Est. Cost $35.14 Unrealized
EXPD Expeditors Int'l 0.2%
Value ($000) $1,576 Shares 20,774 Est. Cost $32.01 Unrealized +117.3%
CDK Global 0.2%
Value ($000) $1,502 Shares 30,382 Est. Cost $59.68 Unrealized
PPG PPG Industries 0.2%
Value ($000) $1,454 Shares 12,457 Est. Cost $91.06 Unrealized +10.2%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,419 Shares 2,705 Est. Cost $101.54 Unrealized +68.7%
ZTS Zoetis 0.2%
Value ($000) $1,383 Shares 12,184 Est. Cost $59.74 Unrealized +66.1%
Tiffany 0.2%
Value ($000) $1,372 Shares 14,650 Est. Cost $75.16 Unrealized
GILD Gilead Sciences 0.2%
Value ($000) $1,355 Shares 20,060 Est. Cost $55.92 Unrealized -9.1%
ULTA Ulta Beauty 0.2%
Value ($000) $1,355 Shares 3,907 Est. Cost $227.63 Unrealized +51.8%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,346 Shares 38,350 Est. Cost $49.05 Unrealized
IBM IBM 0.2%
Value ($000) $1,263 Shares 9,157 Est. Cost $118.23 Unrealized -16.6%
EOG EOG Resources 0.2%
Value ($000) $1,258 Shares 13,499 Est. Cost $60.19 Unrealized +16.9%
PM Philip Morris Int'l 0.2%
Value ($000) $1,228 Shares 15,634 Est. Cost $49.72 Unrealized +17.2%
CTSH Cognizant Technology 0.2%
Value ($000) $1,226 Shares 19,336 Est. Cost $48.24 Unrealized +23.2%
FLO Flowers Foods 0.2%
Value ($000) $1,216 Shares 52,275 Est. Cost $13.95 Unrealized +21.1%
EPAM EPAM Systems 0.2%
Value ($000) $1,039 Shares 6,000 Est. Cost $149.89 Unrealized +14.9%
CSX CSX 0.1%
Value ($000) $941 Shares 12,156 Est. Cost $6.66 Unrealized +253.5%
BFS Saul Centers 0.1%
Value ($000) $889 Shares 15,835 Est. Cost $46.35 Unrealized
Celgene 0.1%
Value ($000) $868 Shares 9,390 Est. Cost $102.98 Unrealized
ROST Ross Stores 0.1%
Value ($000) $813 Shares 8,205 Est. Cost $38.79 Unrealized +135.4%
CVX Chevron 0.1%
Value ($000) $808 Shares 6,497 Est. Cost $74.33 Unrealized +21.4%
EQR Equity Residential Properties 0.1%
Value ($000) $776 Shares 10,220 Est. Cost $31.42 Unrealized +88.8%
HSY Hershey Company 0.1%
Value ($000) $748 Shares 5,580 Est. Cost $72.89 Unrealized +49.5%
Kellogg 0.1%
Value ($000) $729 Shares 13,600 Est. Cost $38.92 Unrealized +7.1%
BAC Bank of America 0.1%
Value ($000) $699 Shares 24,102 Est. Cost $23.89 Unrealized +2.5%
HSIC Henry Schein 0.1%
Value ($000) $692 Shares 9,904 Est. Cost $52.84 Unrealized +25.1%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $659 Shares 14,536 Est. Cost $45.87 Unrealized -21.3%
Raytheon 0.1%
Value ($000) $655 Shares 3,768 Est. Cost $187.85 Unrealized
TRMB Trimble 0.1%
Value ($000) $624 Shares 13,835 Est. Cost $29.78 Unrealized +39.5%
Marathon Oil 0.1%
Value ($000) $619 Shares 43,588 Est. Cost $13.56 Unrealized
Fortune Brands Home & Security 0.1%
Value ($000) $591 Shares 10,347 Est. Cost $66.64 Unrealized
HPQ HP 0.1%
Value ($000) $576 Shares 27,700 Est. Cost $11.22 Unrealized +40.1%
ALCO Alico 0.1%
Value ($000) $542 Shares 17,866 Est. Cost $27.33 Unrealized -11.7%
CVS CVS Health 0.1%
Value ($000) $536 Shares 9,835 Est. Cost $57.27 Unrealized -23.9%
SHW Sherwin-Williams 0.1%
Value ($000) $534 Shares 1,165 Est. Cost $136.92 Unrealized +2.9%
JPM JPMorgan Chase 0.1%
Value ($000) $524 Shares 4,683 Est. Cost $48.47 Unrealized +89.8%
XRAY Dentsply Sirona 0.1%
Value ($000) $519 Shares 8,900 Est. Cost $59.08 Unrealized -9.0%
SLB Schlumberger 0.1%
Value ($000) $512 Shares 12,896 Est. Cost $55.08 Unrealized -38.9%
HCSG Healthcare Services Group 0.1%
Value ($000) $487 Shares 16,050 Est. Cost $28.72 Unrealized +15.1%
HCP 0.1%
Value ($000) $486 Shares 15,200 Est. Cost $43.65 Unrealized
DUK Duke Energy 0.1%
Value ($000) $457 Shares 5,180 Est. Cost $42.75 Unrealized +58.5%
NOC Northrop Grumman 0.1%
Value ($000) $441 Shares 1,366 Est. Cost $122.55 Unrealized +118.1%
General Electric 0.1%
Value ($000) $434 Shares 41,354 Est. Cost $17.79 Unrealized
PGR Progressive 0.1%
Value ($000) $418 Shares 5,228 Est. Cost $29.31 Unrealized +116.6%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $414 Shares 27,700 Est. Cost $6.50 Unrealized +88.5%
NSC Norfolk Southern 0.1%
Value ($000) $412 Shares 2,065 Est. Cost $107.13 Unrealized +61.8%
GPC Genuine Parts 0.1%
Value ($000) $402 Shares 3,885 Est. Cost $62.69 Unrealized +36.3%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $396 Shares 1,349 Est. Cost $230.43 Unrealized +17.5%
SEIC SEI Investments 0.1%
Value ($000) $393 Shares 7,000 Est. Cost $26.47 Unrealized +86.3%
CAT Caterpillar 0.1%
Value ($000) $375 Shares 2,753 Est. Cost $60.35 Unrealized +90.1%
MDLZ Mondelez Int'l 0.1%
Value ($000) $367 Shares 6,807 Est. Cost $28.45 Unrealized +55.0%
COST Costco Wholesale 0.1%
Value ($000) $359 Shares 1,359 Est. Cost $142.82 Unrealized +58.7%
LKQ LKQ 0.1%
Value ($000) $359 Shares 13,500 Est. Cost $24.16 Unrealized +4.0%
ILMN Illumina 0.1%
Value ($000) $344 Shares 935 Est. Cost $294.46 Unrealized +7.2%
L3 Technologies 0.0%
Value ($000) $331 Shares 1,350 Est. Cost $197.89 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $318 Shares 1 Est. Cost $199512.94 Unrealized +55.8%
TECH Bio-Techne 0.0%
Value ($000) $313 Shares 1,500 Est. Cost $33.97 Unrealized +44.0%
PYPL Paypal Holdings 0.0%
Value ($000) $302 Shares 2,640 Est. Cost $94.99 Unrealized +16.4%
MO Altria 0.0%
Value ($000) $297 Shares 6,268 Est. Cost $25.81 Unrealized +19.8%
ORLY O'Reilly Automotive 0.0%
Value ($000) $295 Shares 800 Est. Cost $24.19 Unrealized +4.7%
COP ConocoPhillips 0.0%
Value ($000) $284 Shares 4,663 Est. Cost $44.54 Unrealized +10.5%
WM Waste Management 0.0%
Value ($000) $283 Shares 2,450 Est. Cost $78.27 Unrealized +24.2%
CMI Cummins 0.0%
Value ($000) $283 Shares 1,650 Est. Cost $89.89 Unrealized +53.7%
Versum Materials 0.0%
Value ($000) $267 Shares 5,178 Est. Cost $50.41 Unrealized
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $252 Shares 13,000 Est. Cost $19.08 Unrealized
INGR Ingredion 0.0%
Value ($000) $247 Shares 3,000 Est. Cost $80.34 Unrealized +7.0%
Stericycle 0.0%
Value ($000) $247 Shares 5,175 Est. Cost $112.40 Unrealized
RCL Royal Caribbean Cruises 0.0%
Value ($000) $242 Shares 2,000 Est. Cost $108.13 Unrealized +7.8%
ORCL Oracle 0.0%
Value ($000) $242 Shares 4,254 Est. Cost $37.56 Unrealized +30.9%
CTAS Cintas 0.0%
Value ($000) $237 Shares 1,000 Est. Cost $45.33 Unrealized +14.3%
DD DuPont de Nemours 0.0%
Value ($000) $228 Shares 3,043 Est. Cost $27.24 Unrealized 0.0%
CNMD Conmed 0.0%
Value ($000) $225 Shares 2,625 Est. Cost $68.36 Unrealized +13.4%
Noble Energy 0.0%
Value ($000) $222 Shares 9,900 Est. Cost $24.75 Unrealized
BKNG Booking Holdings 0.0%
Value ($000) $221 Shares 118 Est. Cost $1931.02 Unrealized -8.5%
PSX Phillips 66 0.0%
Value ($000) $215 Shares 2,296 Est. Cost $65.92 Unrealized +3.9%
KDP Keurig Dr. Pepper 0.0%
Value ($000) $206 Shares 7,125 Est. Cost $19.52 Unrealized +24.0%
WY Weyerhaeuser 0.0%
Value ($000) $204 Shares 7,728 Est. Cost $19.29 Unrealized +2.1%
ALL Allstate 0.0%
Value ($000) $203 Shares 2,000 Est. Cost $83.49 Unrealized 0.0%
KIM Kimco Realty 0.0%
Value ($000) $197 Shares 10,650 Est. Cost $12.78 Unrealized +4.4%