WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 22, 2019

Total Value ($000): $682,889 (100.0% shares, 0.0% debt)

Holdings (153)

MA Mastercard 6.0%
Value ($000) $41,209 Shares 151,742 Est. Cost $72.81 Unrealized +265.5%
ADP Automatic Data Processing 4.9%
Value ($000) $33,399 Shares 206,910 Est. Cost $45.45 Unrealized +216.8%
SYK Stryker 3.8%
Value ($000) $26,135 Shares 120,828 Est. Cost $64.14 Unrealized +212.1%
ECL Ecolab 3.6%
Value ($000) $24,750 Shares 124,976 Est. Cost $74.34 Unrealized +151.8%
TJX TJX Companies 3.5%
Value ($000) $24,179 Shares 433,775 Est. Cost $33.83 Unrealized +48.1%
AAPL Apple 3.3%
Value ($000) $22,652 Shares 101,138 Est. Cost $18.62 Unrealized +169.8%
NKE NIKE 'B' 3.1%
Value ($000) $20,910 Shares 222,639 Est. Cost $42.79 Unrealized +84.1%
MSFT Microsoft 2.9%
Value ($000) $19,540 Shares 140,544 Est. Cost $39.65 Unrealized +227.6%
MKC McCormick 2.7%
Value ($000) $18,540 Shares 118,615 Est. Cost $29.42 Unrealized +141.0%
FISV Fiserv 2.6%
Value ($000) $17,969 Shares 173,459 Est. Cost $46.32 Unrealized +120.4%
MCD McDonald's 2.5%
Value ($000) $16,962 Shares 78,999 Est. Cost $72.45 Unrealized +155.0%
ABT Abbott Labs 2.3%
Value ($000) $15,934 Shares 190,438 Est. Cost $29.72 Unrealized +156.0%
CHD Church & Dwight 2.3%
Value ($000) $15,862 Shares 210,824 Est. Cost $35.05 Unrealized +100.3%
JNJ Johnson & Johnson 2.2%
Value ($000) $15,211 Shares 117,567 Est. Cost $62.43 Unrealized +76.2%
NEE NextEra Energy 1.9%
Value ($000) $12,771 Shares 54,814 Est. Cost $23.47 Unrealized +97.0%
DHR Danaher 1.8%
Value ($000) $12,401 Shares 85,862 Est. Cost $45.56 Unrealized +167.2%
INTU Intuit 1.8%
Value ($000) $12,156 Shares 45,708 Est. Cost $57.59 Unrealized +358.4%
PG Procter & Gamble 1.7%
Value ($000) $11,765 Shares 94,590 Est. Cost $57.11 Unrealized +76.8%
KO Coca-Cola 1.7%
Value ($000) $11,288 Shares 207,343 Est. Cost $27.85 Unrealized +57.8%
AMT American Tower 1.5%
Value ($000) $10,237 Shares 46,294 Est. Cost $88.53 Unrealized +107.1%
BR Broadridge Financial Solutions 1.4%
Value ($000) $9,782 Shares 78,614 Est. Cost $52.41 Unrealized +120.2%
BDX Becton, Dickinson 1.3%
Value ($000) $9,135 Shares 36,113 Est. Cost $169.88 Unrealized +31.6%
DIS Disney, Walt 1.3%
Value ($000) $9,018 Shares 69,198 Est. Cost $92.14 Unrealized +45.7%
FDS FactSet Research Systems 1.3%
Value ($000) $9,008 Shares 37,073 Est. Cost $93.65 Unrealized +178.6%
PEP PepsiCo 1.3%
Value ($000) $8,831 Shares 64,410 Est. Cost $56.78 Unrealized +92.6%
XOM ExxonMobil 1.3%
Value ($000) $8,767 Shares 124,161 Est. Cost $53.89 Unrealized -0.2%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $8,168 Shares 130,112 Est. Cost $32.20 Unrealized +62.4%
CL Colgate-Palmolive 1.2%
Value ($000) $8,113 Shares 110,360 Est. Cost $44.45 Unrealized +40.7%
ABBV AbbVie 1.2%
Value ($000) $7,980 Shares 105,388 Est. Cost $27.98 Unrealized +87.9%
IDXX IDEXX Labs 1.1%
Value ($000) $7,323 Shares 26,930 Est. Cost $66.90 Unrealized +316.0%
United Technologies 1.1%
Value ($000) $7,257 Shares 53,154 Est. Cost $95.26 Unrealized
GOOGL Alphabet Class A 1.0%
Value ($000) $7,152 Shares 5,857 Est. Cost $43.20 Unrealized +36.1%
ACN Accenture 'A' 1.0%
Value ($000) $7,060 Shares 36,704 Est. Cost $81.04 Unrealized +117.8%
SYY Sysco 1.0%
Value ($000) $6,541 Shares 82,376 Est. Cost $24.84 Unrealized +148.7%
ITW Illinois Tool Works 1.0%
Value ($000) $6,529 Shares 41,719 Est. Cost $64.66 Unrealized +101.3%
HD Home Depot 0.9%
Value ($000) $6,485 Shares 27,951 Est. Cost $109.63 Unrealized +70.7%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $5,912 Shares 157,522 Est. Cost $37.88 Unrealized
USB US Bancorp 0.7%
Value ($000) $4,937 Shares 89,217 Est. Cost $24.69 Unrealized +66.6%
WEX WEX 0.7%
Value ($000) $4,841 Shares 23,955 Est. Cost $115.44 Unrealized +79.4%
MPC Marathon Petroleum 0.7%
Value ($000) $4,699 Shares 77,357 Est. Cost $37.57 Unrealized +14.7%
EL Estee Lauder 0.7%
Value ($000) $4,662 Shares 23,434 Est. Cost $81.29 Unrealized +116.6%
HON Honeywell Int'l 0.7%
Value ($000) $4,636 Shares 27,397 Est. Cost $112.81 Unrealized +23.5%
LLY Lilly, Eli 0.7%
Value ($000) $4,479 Shares 40,053 Est. Cost $43.48 Unrealized +136.2%
MRK Merck 0.6%
Value ($000) $4,257 Shares 50,574 Est. Cost $41.06 Unrealized +59.5%
SBUX Starbucks 0.6%
Value ($000) $4,228 Shares 47,820 Est. Cost $41.66 Unrealized +93.6%
PAYX Paychex 0.6%
Value ($000) $4,196 Shares 50,695 Est. Cost $26.63 Unrealized +159.6%
AMZN Amazon.com 0.6%
Value ($000) $4,164 Shares 2,399 Est. Cost $29.06 Unrealized +219.1%
WSO Watsco 0.6%
Value ($000) $4,024 Shares 23,785 Est. Cost $152.90 Unrealized +6.1%
BRK/B Berkshire Hathaway 'B' 0.6%
Value ($000) $3,919 Shares 18,839 Est. Cost $158.63 Unrealized +29.9%
VZ Verizon Communications 0.6%
Value ($000) $3,875 Shares 64,202 Est. Cost $27.59 Unrealized +46.6%
APD Air Products & Chemicals 0.6%
Value ($000) $3,873 Shares 17,457 Est. Cost $61.75 Unrealized +211.8%
WMT Walmart 0.6%
Value ($000) $3,757 Shares 31,653 Est. Cost $20.35 Unrealized +69.3%
QCOM QUALCOMM 0.5%
Value ($000) $3,723 Shares 48,810 Est. Cost $46.43 Unrealized +40.0%
CSCO Cisco Systems 0.5%
Value ($000) $3,257 Shares 65,915 Est. Cost $15.33 Unrealized +179.1%
BCPC Balchem 0.5%
Value ($000) $3,226 Shares 32,525 Est. Cost $48.33 Unrealized +90.0%
INTC Intel 0.4%
Value ($000) $2,895 Shares 56,186 Est. Cost $19.28 Unrealized +123.2%
LOW Lowe's 0.4%
Value ($000) $2,875 Shares 26,147 Est. Cost $32.88 Unrealized +186.0%
UNP Union Pacific 0.4%
Value ($000) $2,848 Shares 17,580 Est. Cost $74.60 Unrealized +95.5%
T AT&T 0.4%
Value ($000) $2,805 Shares 74,131 Est. Cost $12.52 Unrealized +35.8%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,776 Shares 19,020 Est. Cost $57.63 Unrealized +127.7%
EW Edwards Lifesciences 0.4%
Value ($000) $2,673 Shares 12,155 Est. Cost $41.96 Unrealized +67.4%
Walgreens Boots Alliance 0.4%
Value ($000) $2,652 Shares 47,953 Est. Cost $76.03 Unrealized
V Visa 0.4%
Value ($000) $2,639 Shares 15,344 Est. Cost $89.07 Unrealized +91.2%
EMR Emerson Electric 0.4%
Value ($000) $2,637 Shares 39,442 Est. Cost $40.07 Unrealized +35.6%
NVO Novo Nordisk ADR 0.3%
Value ($000) $2,258 Shares 43,675 Est. Cost $68.55 Unrealized
AMGN Amgen 0.3%
Value ($000) $2,238 Shares 11,563 Est. Cost $73.61 Unrealized +114.6%
PFE Pfizer 0.3%
Value ($000) $2,078 Shares 57,835 Est. Cost $18.18 Unrealized +48.6%
GWW Grainger, W.W. 0.3%
Value ($000) $1,871 Shares 6,297 Est. Cost $204.51 Unrealized +25.5%
WELL Welltower 0.3%
Value ($000) $1,870 Shares 20,625 Est. Cost $54.00 Unrealized +32.5%
ZTS Zoetis 0.3%
Value ($000) $1,751 Shares 14,052 Est. Cost $67.02 Unrealized +70.9%
FAST Fastenal 0.2%
Value ($000) $1,683 Shares 51,500 Est. Cost $11.26 Unrealized +17.5%
DE Deere & Company 0.2%
Value ($000) $1,624 Shares 9,629 Est. Cost $68.53 Unrealized +113.1%
Weingarten Realty 0.2%
Value ($000) $1,592 Shares 54,648 Est. Cost $35.14 Unrealized
EXPD Expeditors Int'l 0.2%
Value ($000) $1,543 Shares 20,774 Est. Cost $32.01 Unrealized +112.0%
FTV Fortive 0.2%
Value ($000) $1,509 Shares 22,014 Est. Cost $36.82 Unrealized +21.9%
MMM 3M Company 0.2%
Value ($000) $1,503 Shares 9,144 Est. Cost $75.07 Unrealized +47.4%
PPG PPG Industries 0.2%
Value ($000) $1,476 Shares 12,457 Est. Cost $91.06 Unrealized +11.8%
CDK Global 0.2%
Value ($000) $1,451 Shares 30,166 Est. Cost $59.68 Unrealized
ISRG Intuitive Surgical 0.2%
Value ($000) $1,442 Shares 2,670 Est. Cost $101.54 Unrealized +70.3%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,398 Shares 38,350 Est. Cost $49.05 Unrealized
Tiffany 0.2%
Value ($000) $1,357 Shares 14,650 Est. Cost $75.16 Unrealized
IBM IBM 0.2%
Value ($000) $1,342 Shares 9,230 Est. Cost $118.23 Unrealized -13.3%
ULTA Ulta Beauty 0.2%
Value ($000) $1,276 Shares 5,092 Est. Cost $246.06 Unrealized +24.7%
GILD Gilead Sciences 0.2%
Value ($000) $1,249 Shares 19,710 Est. Cost $55.92 Unrealized -8.8%
PM Philip Morris Int'l 0.2%
Value ($000) $1,214 Shares 15,986 Est. Cost $49.88 Unrealized +13.7%
FLO Flowers Foods 0.2%
Value ($000) $1,115 Shares 48,225 Est. Cost $13.95 Unrealized +27.7%
HP Helmerich & Payne 0.2%
Value ($000) $1,101 Shares 27,470 Est. Cost $62.85 Unrealized -29.8%
EOG EOG Resources 0.1%
Value ($000) $921 Shares 12,409 Est. Cost $60.19 Unrealized +2.2%
EQR Equity Residential Properties 0.1%
Value ($000) $882 Shares 10,220 Est. Cost $31.42 Unrealized +103.7%
BFS Saul Centers 0.1%
Value ($000) $863 Shares 15,835 Est. Cost $46.35 Unrealized
ROST Ross Stores 0.1%
Value ($000) $857 Shares 7,805 Est. Cost $38.79 Unrealized +155.3%
HSY Hershey Company 0.1%
Value ($000) $848 Shares 5,470 Est. Cost $72.89 Unrealized +78.6%
CSX CSX 0.1%
Value ($000) $842 Shares 12,156 Est. Cost $6.66 Unrealized +220.5%
Kellogg 0.1%
Value ($000) $837 Shares 13,000 Est. Cost $38.92 Unrealized +16.5%
EPAM EPAM Systems 0.1%
Value ($000) $820 Shares 4,500 Est. Cost $149.89 Unrealized +25.6%
CTSH Cognizant Technology 0.1%
Value ($000) $805 Shares 13,350 Est. Cost $48.24 Unrealized +19.0%
Celgene 0.1%
Value ($000) $794 Shares 8,000 Est. Cost $102.98 Unrealized
CVX Chevron 0.1%
Value ($000) $759 Shares 6,397 Est. Cost $74.33 Unrealized +23.1%
Raytheon 0.1%
Value ($000) $739 Shares 3,768 Est. Cost $187.85 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $732 Shares 14,436 Est. Cost $45.87 Unrealized -19.8%
BAC Bank of America 0.1%
Value ($000) $713 Shares 24,452 Est. Cost $23.90 Unrealized +2.8%
SHW Sherwin-Williams 0.1%
Value ($000) $641 Shares 1,165 Est. Cost $136.92 Unrealized +17.4%
CVS CVS Health 0.1%
Value ($000) $620 Shares 9,835 Est. Cost $57.27 Unrealized -15.5%
ALCO Alico 0.1%
Value ($000) $608 Shares 17,866 Est. Cost $27.33 Unrealized +1.5%
HSIC Henry Schein 0.1%
Value ($000) $604 Shares 9,504 Est. Cost $52.84 Unrealized +22.3%
JPM JPMorgan Chase 0.1%
Value ($000) $578 Shares 4,913 Est. Cost $50.65 Unrealized +87.7%
Fortune Brands Home & Security 0.1%
Value ($000) $566 Shares 10,347 Est. Cost $66.64 Unrealized
TRMB Trimble 0.1%
Value ($000) $537 Shares 13,835 Est. Cost $29.78 Unrealized +35.1%
Marathon Oil 0.1%
Value ($000) $535 Shares 43,588 Est. Cost $13.56 Unrealized
HPQ HP 0.1%
Value ($000) $524 Shares 27,700 Est. Cost $11.22 Unrealized +40.3%
HCP 0.1%
Value ($000) $520 Shares 14,600 Est. Cost $43.65 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $512 Shares 1,366 Est. Cost $122.55 Unrealized +160.0%
DUK Duke Energy 0.1%
Value ($000) $497 Shares 5,180 Est. Cost $42.75 Unrealized +65.0%
XRAY Dentsply Sirona 0.1%
Value ($000) $442 Shares 8,300 Est. Cost $59.08 Unrealized -9.1%
SLB Schlumberger 0.1%
Value ($000) $441 Shares 12,896 Est. Cost $55.08 Unrealized -43.8%
LKQ LKQ 0.1%
Value ($000) $425 Shares 13,500 Est. Cost $24.16 Unrealized +1.7%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $420 Shares 27,700 Est. Cost $6.50 Unrealized +78.3%
SEIC SEI Investments 0.1%
Value ($000) $415 Shares 7,000 Est. Cost $26.47 Unrealized +100.8%
PGR Progressive 0.1%
Value ($000) $404 Shares 5,228 Est. Cost $29.31 Unrealized +120.5%
PYPL Paypal Holdings 0.1%
Value ($000) $396 Shares 3,820 Est. Cost $99.60 Unrealized +10.3%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $393 Shares 1,349 Est. Cost $230.43 Unrealized +22.2%
COST Costco Wholesale 0.1%
Value ($000) $392 Shares 1,359 Est. Cost $142.82 Unrealized +79.5%
LHX L3 Harris Technologies 0.1%
Value ($000) $382 Shares 1,830 Est. Cost $180.55 Unrealized 0.0%
GPC Genuine Parts 0.1%
Value ($000) $377 Shares 3,785 Est. Cost $62.69 Unrealized +27.3%
MDLZ Mondelez Int'l 0.1%
Value ($000) $377 Shares 6,807 Est. Cost $28.45 Unrealized +64.1%
General Electric 0.1%
Value ($000) $373 Shares 41,725 Est. Cost $17.79 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $360 Shares 2,005 Est. Cost $107.13 Unrealized +50.8%
CAT Caterpillar 0.1%
Value ($000) $360 Shares 2,853 Est. Cost $62.12 Unrealized +78.8%
ILMN Illumina 0.0%
Value ($000) $327 Shares 1,075 Est. Cost $294.50 Unrealized +0.1%
ORLY O'Reilly Automotive 0.0%
Value ($000) $319 Shares 800 Est. Cost $24.19 Unrealized +6.8%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $312 Shares 1 Est. Cost $199512.94 Unrealized +55.1%
TECH Bio-Techne 0.0%
Value ($000) $294 Shares 1,500 Est. Cost $33.97 Unrealized +43.5%
WM Waste Management 0.0%
Value ($000) $282 Shares 2,450 Est. Cost $78.27 Unrealized +34.3%
Versum Materials 0.0%
Value ($000) $274 Shares 5,178 Est. Cost $50.41 Unrealized
CTAS Cintas 0.0%
Value ($000) $268 Shares 1,000 Est. Cost $45.33 Unrealized +32.2%
CMI Cummins 0.0%
Value ($000) $268 Shares 1,650 Est. Cost $89.89 Unrealized +51.4%
COP ConocoPhillips 0.0%
Value ($000) $266 Shares 4,663 Est. Cost $44.54 Unrealized +1.7%
Stericycle 0.0%
Value ($000) $264 Shares 5,175 Est. Cost $112.40 Unrealized
MO Altria 0.0%
Value ($000) $261 Shares 6,371 Est. Cost $25.84 Unrealized +6.8%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $256 Shares 13,000 Est. Cost $19.08 Unrealized
CNMD Conmed 0.0%
Value ($000) $252 Shares 2,625 Est. Cost $68.36 Unrealized +29.8%
FDX FedEx 0.0%
Value ($000) $245 Shares 1,686 Est. Cost $207.53 Unrealized -31.0%
INGR Ingredion 0.0%
Value ($000) $245 Shares 3,000 Est. Cost $80.34 Unrealized -1.2%
PSX Phillips 66 0.0%
Value ($000) $235 Shares 2,296 Est. Cost $65.92 Unrealized +17.2%
ORCL Oracle 0.0%
Value ($000) $234 Shares 4,254 Est. Cost $37.56 Unrealized +34.1%
PRAA PRA Group 0.0%
Value ($000) $231 Shares 6,850 Est. Cost $31.83 Unrealized 0.0%
Noble Energy 0.0%
Value ($000) $222 Shares 9,900 Est. Cost $24.75 Unrealized
KIM Kimco Realty 0.0%
Value ($000) $222 Shares 10,650 Est. Cost $12.78 Unrealized +11.5%
DD DuPont de Nemours 0.0%
Value ($000) $221 Shares 3,093 Est. Cost $27.22 Unrealized -4.8%
ALL Allstate 0.0%
Value ($000) $217 Shares 2,000 Est. Cost $83.49 Unrealized +7.4%
RCL Royal Caribbean Cruises 0.0%
Value ($000) $217 Shares 2,000 Est. Cost $108.13 Unrealized -2.1%
WY Weyerhaeuser 0.0%
Value ($000) $214 Shares 7,728 Est. Cost $19.29 Unrealized +6.4%
TXN Texas Instruments 0.0%
Value ($000) $207 Shares 1,602 Est. Cost $102.86 Unrealized 0.0%