WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 17, 2020

Total Value ($000): $726,064 (100.0% shares, 0.0% debt)

Holdings (150)

MA Mastercard 6.2%
Value ($000) $45,301 Shares 151,715 Est. Cost $72.81 Unrealized +274.4%
ADP Automatic Data Processing 4.9%
Value ($000) $35,595 Shares 208,769 Est. Cost $45.45 Unrealized +219.2%
AAPL Apple 4.1%
Value ($000) $29,477 Shares 100,381 Est. Cost $18.62 Unrealized +233.1%
TJX TJX Companies 3.7%
Value ($000) $26,664 Shares 436,685 Est. Cost $33.83 Unrealized +61.4%
SYK Stryker 3.6%
Value ($000) $25,852 Shares 123,138 Est. Cost $66.58 Unrealized +191.7%
ECL Ecolab 3.3%
Value ($000) $24,125 Shares 125,006 Est. Cost $74.34 Unrealized +139.0%
NKE NIKE 'B' 3.2%
Value ($000) $22,888 Shares 225,924 Est. Cost $43.43 Unrealized +99.9%
MSFT Microsoft 3.1%
Value ($000) $22,592 Shares 143,258 Est. Cost $41.54 Unrealized +235.2%
FISV Fiserv 2.8%
Value ($000) $20,459 Shares 176,937 Est. Cost $47.58 Unrealized +132.1%
MKC McCormick 2.8%
Value ($000) $20,160 Shares 118,775 Est. Cost $29.42 Unrealized +149.1%
JNJ Johnson & Johnson 2.3%
Value ($000) $16,725 Shares 114,657 Est. Cost $62.43 Unrealized +82.7%
ABT Abbott Labs 2.3%
Value ($000) $16,452 Shares 189,413 Est. Cost $29.72 Unrealized +153.4%
MCD McDonald's 2.2%
Value ($000) $15,793 Shares 79,919 Est. Cost $73.60 Unrealized +133.6%
CHD Church & Dwight 2.0%
Value ($000) $14,557 Shares 206,949 Est. Cost $35.05 Unrealized +88.5%
DHR Danaher 1.9%
Value ($000) $13,504 Shares 87,985 Est. Cost $47.42 Unrealized +159.3%
NEE NextEra Energy 1.8%
Value ($000) $13,256 Shares 54,739 Est. Cost $23.47 Unrealized +113.7%
INTU Intuit 1.7%
Value ($000) $12,258 Shares 46,798 Est. Cost $62.11 Unrealized +304.9%
PG Procter & Gamble 1.6%
Value ($000) $11,764 Shares 94,190 Est. Cost $57.11 Unrealized +84.3%
KO Coca-Cola 1.6%
Value ($000) $11,438 Shares 206,648 Est. Cost $27.85 Unrealized +59.8%
AMT American Tower 1.5%
Value ($000) $10,827 Shares 47,109 Est. Cost $90.18 Unrealized +103.8%
BR Broadridge Financial Solutions 1.5%
Value ($000) $10,594 Shares 85,755 Est. Cost $57.22 Unrealized +92.4%
DIS Disney, Walt 1.4%
Value ($000) $10,139 Shares 70,102 Est. Cost $92.70 Unrealized +46.4%
BDX Becton, Dickinson 1.4%
Value ($000) $9,990 Shares 36,733 Est. Cost $170.84 Unrealized +32.5%
FDS FactSet Research Systems 1.4%
Value ($000) $9,953 Shares 37,095 Est. Cost $93.65 Unrealized +158.6%
ABBV AbbVie 1.3%
Value ($000) $9,278 Shares 104,788 Est. Cost $27.98 Unrealized +131.0%
PEP PepsiCo 1.2%
Value ($000) $8,876 Shares 64,944 Est. Cost $56.78 Unrealized +98.6%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $8,861 Shares 131,077 Est. Cost $32.20 Unrealized +80.9%
XOM ExxonMobil 1.2%
Value ($000) $8,678 Shares 124,361 Est. Cost $53.89 Unrealized -3.4%
United Technologies 1.1%
Value ($000) $8,166 Shares 54,526 Est. Cost $96.63 Unrealized
GOOGL Alphabet Class A 1.1%
Value ($000) $7,964 Shares 5,946 Est. Cost $43.51 Unrealized +47.1%
ACN Accenture 'A' 1.1%
Value ($000) $7,666 Shares 36,404 Est. Cost $81.04 Unrealized +120.2%
CL Colgate-Palmolive 1.0%
Value ($000) $7,426 Shares 107,870 Est. Cost $44.45 Unrealized +33.0%
ITW Illinois Tool Works 1.0%
Value ($000) $7,425 Shares 41,334 Est. Cost $64.66 Unrealized +126.2%
IDXX IDEXX Labs 1.0%
Value ($000) $7,034 Shares 26,937 Est. Cost $66.90 Unrealized +293.9%
SYY Sysco 1.0%
Value ($000) $7,011 Shares 81,965 Est. Cost $24.84 Unrealized +175.8%
HD Home Depot 0.9%
Value ($000) $6,240 Shares 28,576 Est. Cost $111.49 Unrealized +74.9%
PFF iShares S&P US Pfd ETF 0.8%
Value ($000) $5,544 Shares 147,497 Est. Cost $37.88 Unrealized
USB US Bancorp 0.7%
Value ($000) $5,304 Shares 89,467 Est. Cost $24.69 Unrealized +79.5%
WEX WEX 0.7%
Value ($000) $5,295 Shares 25,280 Est. Cost $119.90 Unrealized +67.2%
LLY Lilly, Eli 0.7%
Value ($000) $5,264 Shares 40,053 Est. Cost $43.48 Unrealized +147.3%
EL Estee Lauder 0.7%
Value ($000) $5,147 Shares 24,919 Est. Cost $87.13 Unrealized +105.7%
HON Honeywell Int'l 0.7%
Value ($000) $4,960 Shares 28,022 Est. Cost $113.51 Unrealized +26.8%
MPC Marathon Petroleum 0.6%
Value ($000) $4,661 Shares 77,357 Est. Cost $37.57 Unrealized +37.5%
MRK Merck 0.6%
Value ($000) $4,600 Shares 50,574 Est. Cost $41.06 Unrealized +64.5%
AMZN Amazon.com 0.6%
Value ($000) $4,435 Shares 2,400 Est. Cost $29.06 Unrealized +204.6%
SBUX Starbucks 0.6%
Value ($000) $4,379 Shares 49,805 Est. Cost $42.97 Unrealized +73.3%
QCOM QUALCOMM 0.6%
Value ($000) $4,271 Shares 48,410 Est. Cost $46.43 Unrealized +56.9%
WSO Watsco 0.6%
Value ($000) $4,261 Shares 23,655 Est. Cost $152.90 Unrealized +15.0%
PAYX Paychex 0.6%
Value ($000) $4,214 Shares 49,545 Est. Cost $26.63 Unrealized +165.5%
APD Air Products & Chemicals 0.6%
Value ($000) $4,102 Shares 17,457 Est. Cost $61.75 Unrealized +214.4%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $3,882 Shares 17,141 Est. Cost $158.63 Unrealized +36.9%
VZ Verizon Communications 0.5%
Value ($000) $3,856 Shares 62,802 Est. Cost $27.59 Unrealized +55.1%
WMT Walmart 0.5%
Value ($000) $3,829 Shares 32,220 Est. Cost $20.64 Unrealized +76.3%
INTC Intel 0.5%
Value ($000) $3,303 Shares 55,186 Est. Cost $19.28 Unrealized +155.5%
UNP Union Pacific 0.4%
Value ($000) $3,221 Shares 17,815 Est. Cost $75.59 Unrealized +97.6%
LOW Lowe's 0.4%
Value ($000) $3,078 Shares 25,700 Est. Cost $32.88 Unrealized +211.4%
CSCO Cisco Systems 0.4%
Value ($000) $3,069 Shares 63,981 Est. Cost $15.33 Unrealized +151.5%
BCPC Balchem 0.4%
Value ($000) $3,040 Shares 29,910 Est. Cost $48.33 Unrealized +101.2%
V Visa 0.4%
Value ($000) $3,036 Shares 16,156 Est. Cost $93.27 Unrealized +85.0%
EMR Emerson Electric 0.4%
Value ($000) $2,949 Shares 38,669 Est. Cost $40.07 Unrealized +56.8%
EW Edwards Lifesciences 0.4%
Value ($000) $2,864 Shares 12,275 Est. Cost $41.96 Unrealized +86.1%
T AT&T 0.4%
Value ($000) $2,852 Shares 72,981 Est. Cost $12.52 Unrealized +50.6%
AMGN Amgen 0.4%
Value ($000) $2,787 Shares 11,563 Est. Cost $73.61 Unrealized +148.2%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,760 Shares 18,945 Est. Cost $57.63 Unrealized +135.3%
Walgreens Boots Alliance 0.4%
Value ($000) $2,756 Shares 46,743 Est. Cost $76.03 Unrealized
NVO Novo Nordisk ADR 0.3%
Value ($000) $2,528 Shares 43,675 Est. Cost $68.55 Unrealized
PFE Pfizer 0.3%
Value ($000) $2,227 Shares 56,835 Est. Cost $18.18 Unrealized +46.9%
GWW Grainger, W.W. 0.3%
Value ($000) $2,127 Shares 6,282 Est. Cost $204.51 Unrealized +43.9%
ZTS Zoetis 0.3%
Value ($000) $2,124 Shares 16,052 Est. Cost $73.39 Unrealized +60.9%
FAST Fastenal 0.3%
Value ($000) $1,892 Shares 51,200 Est. Cost $11.26 Unrealized +35.8%
Tiffany 0.2%
Value ($000) $1,757 Shares 13,150 Est. Cost $75.16 Unrealized
FTV Fortive 0.2%
Value ($000) $1,747 Shares 22,864 Est. Cost $37.09 Unrealized +18.7%
WELL Welltower 0.2%
Value ($000) $1,687 Shares 20,625 Est. Cost $54.00 Unrealized +31.7%
Weingarten Realty 0.2%
Value ($000) $1,684 Shares 53,898 Est. Cost $35.14 Unrealized
DE Deere & Company 0.2%
Value ($000) $1,668 Shares 9,629 Est. Cost $68.53 Unrealized +130.5%
PPG PPG Industries 0.2%
Value ($000) $1,663 Shares 12,457 Est. Cost $91.06 Unrealized +23.6%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,621 Shares 20,774 Est. Cost $32.01 Unrealized +117.3%
MMM 3M Company 0.2%
Value ($000) $1,613 Shares 9,144 Est. Cost $75.07 Unrealized +48.9%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,578 Shares 2,670 Est. Cost $101.54 Unrealized +84.4%
CDK Global 0.2%
Value ($000) $1,571 Shares 28,725 Est. Cost $59.68 Unrealized
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,362 Shares 33,500 Est. Cost $49.05 Unrealized
PM Philip Morris Int'l 0.2%
Value ($000) $1,343 Shares 15,786 Est. Cost $49.88 Unrealized +20.3%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,297 Shares 20,211 Est. Cost $45.68 Unrealized -1.1%
ULTA Ulta Beauty 0.2%
Value ($000) $1,267 Shares 5,007 Est. Cost $246.06 Unrealized -0.7%
HP Helmerich & Payne 0.2%
Value ($000) $1,248 Shares 27,470 Est. Cost $62.85 Unrealized -36.2%
IBM IBM 0.1%
Value ($000) $1,056 Shares 7,880 Est. Cost $118.23 Unrealized -15.5%
GILD Gilead Sciences 0.1%
Value ($000) $1,053 Shares 16,210 Est. Cost $55.92 Unrealized -8.3%
FLO Flowers Foods 0.1%
Value ($000) $1,048 Shares 48,225 Est. Cost $13.95 Unrealized +20.8%
EOG EOG Resources 0.1%
Value ($000) $1,039 Shares 12,399 Est. Cost $60.19 Unrealized -7.3%
EPAM EPAM Systems 0.1%
Value ($000) $955 Shares 4,500 Est. Cost $149.89 Unrealized +31.3%
Kellogg 0.1%
Value ($000) $899 Shares 13,000 Est. Cost $38.92 Unrealized +24.7%
ROST Ross Stores 0.1%
Value ($000) $880 Shares 7,555 Est. Cost $38.79 Unrealized +173.1%
CSX CSX 0.1%
Value ($000) $880 Shares 12,156 Est. Cost $6.66 Unrealized +226.8%
BAC Bank of America 0.1%
Value ($000) $861 Shares 24,452 Est. Cost $23.90 Unrealized +16.2%
BFS Saul Centers 0.1%
Value ($000) $836 Shares 15,835 Est. Cost $46.35 Unrealized
Raytheon 0.1%
Value ($000) $828 Shares 3,768 Est. Cost $187.85 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $827 Shares 10,220 Est. Cost $31.42 Unrealized +113.4%
HSY Hershey Company 0.1%
Value ($000) $804 Shares 5,470 Est. Cost $72.89 Unrealized +76.2%
CVX Chevron 0.1%
Value ($000) $771 Shares 6,397 Est. Cost $74.33 Unrealized +20.6%
CVS CVS Health 0.1%
Value ($000) $716 Shares 9,635 Est. Cost $57.27 Unrealized +0.9%
SHW Sherwin-Williams 0.1%
Value ($000) $694 Shares 1,190 Est. Cost $137.84 Unrealized +31.0%
JPM JPMorgan Chase 0.1%
Value ($000) $682 Shares 4,893 Est. Cost $50.65 Unrealized +114.5%
Fortune Brands Home & Security 0.1%
Value ($000) $676 Shares 10,347 Est. Cost $66.64 Unrealized
ALCO Alico 0.1%
Value ($000) $640 Shares 17,866 Est. Cost $27.33 Unrealized +7.8%
HSIC Henry Schein 0.1%
Value ($000) $634 Shares 9,504 Est. Cost $52.84 Unrealized +25.2%
Marathon Oil 0.1%
Value ($000) $592 Shares 43,588 Est. Cost $13.56 Unrealized
TRMB Trimble 0.1%
Value ($000) $589 Shares 14,135 Est. Cost $30.00 Unrealized +32.6%
COLM Columbia Sportswear 0.1%
Value ($000) $574 Shares 5,725 Est. Cost $87.69 Unrealized 0.0%
HPQ HP 0.1%
Value ($000) $569 Shares 27,700 Est. Cost $11.22 Unrealized +36.5%
SLB Schlumberger 0.1%
Value ($000) $505 Shares 12,560 Est. Cost $55.08 Unrealized -44.2%
DOC Healthpeak Properties 0.1%
Value ($000) $503 Shares 14,600 Est. Cost $25.47 Unrealized 0.0%
PYPL PayPal Holdings 0.1%
Value ($000) $488 Shares 4,514 Est. Cost $100.27 Unrealized +3.7%
LKQ LKQ 0.1%
Value ($000) $482 Shares 13,500 Est. Cost $24.16 Unrealized +26.2%
NOC Northrop Grumman 0.1%
Value ($000) $470 Shares 1,366 Est. Cost $122.55 Unrealized +159.2%
SEIC SEI Investments 0.1%
Value ($000) $458 Shares 7,000 Est. Cost $26.47 Unrealized +116.0%
XRAY Dentsply Sirona 0.1%
Value ($000) $458 Shares 8,100 Est. Cost $59.08 Unrealized -5.6%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $439 Shares 27,700 Est. Cost $6.50 Unrealized +101.8%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $432 Shares 1,329 Est. Cost $230.43 Unrealized +29.5%
DUK Duke Energy 0.1%
Value ($000) $428 Shares 4,697 Est. Cost $42.75 Unrealized +68.0%
CAT Caterpillar 0.1%
Value ($000) $421 Shares 2,853 Est. Cost $62.12 Unrealized +98.0%
CTSH Cognizant Technology 0.1%
Value ($000) $414 Shares 6,670 Est. Cost $48.24 Unrealized +16.8%
GPC Genuine Parts 0.1%
Value ($000) $402 Shares 3,785 Est. Cost $62.69 Unrealized +37.5%
COST Costco Wholesale 0.1%
Value ($000) $399 Shares 1,359 Est. Cost $142.82 Unrealized +90.1%
ILMN Illumina 0.1%
Value ($000) $390 Shares 1,175 Est. Cost $295.23 Unrealized +2.7%
NSC Norfolk Southern 0.1%
Value ($000) $389 Shares 2,005 Est. Cost $107.13 Unrealized +54.5%
PGR Progressive 0.1%
Value ($000) $378 Shares 5,228 Est. Cost $29.31 Unrealized +102.3%
LHX L3 Harris Technologies 0.0%
Value ($000) $362 Shares 1,830 Est. Cost $180.55 Unrealized -1.6%
CTAS Cintas 0.0%
Value ($000) $357 Shares 1,328 Est. Cost $49.42 Unrealized +25.3%
ORLY O'Reilly Automotive 0.0%
Value ($000) $351 Shares 800 Est. Cost $24.19 Unrealized +18.3%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $340 Shares 1 Est. Cost $199512.94 Unrealized +63.3%
Stericycle 0.0%
Value ($000) $330 Shares 5,175 Est. Cost $112.40 Unrealized
TECH Bio-Techne 0.0%
Value ($000) $329 Shares 1,500 Est. Cost $33.97 Unrealized +50.4%
MDLZ Mondelez Int'l 0.0%
Value ($000) $324 Shares 5,882 Est. Cost $28.45 Unrealized +61.3%
General Electric 0.0%
Value ($000) $323 Shares 28,954 Est. Cost $17.79 Unrealized
MO Altria 0.0%
Value ($000) $313 Shares 6,268 Est. Cost $25.84 Unrealized +11.4%
COP ConocoPhillips 0.0%
Value ($000) $303 Shares 4,663 Est. Cost $44.54 Unrealized +5.9%
CMI Cummins 0.0%
Value ($000) $295 Shares 1,650 Est. Cost $89.89 Unrealized +68.1%
CNMD Conmed 0.0%
Value ($000) $294 Shares 2,625 Est. Cost $68.36 Unrealized +47.7%
INGR Ingredion 0.0%
Value ($000) $279 Shares 3,000 Est. Cost $80.34 Unrealized +4.6%
RCL Royal Caribbean Cruises 0.0%
Value ($000) $267 Shares 2,000 Est. Cost $108.13 Unrealized +4.3%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $261 Shares 13,000 Est. Cost $19.08 Unrealized
PSX Phillips 66 0.0%
Value ($000) $256 Shares 2,296 Est. Cost $65.92 Unrealized +32.5%
PRAA PRA Group 0.0%
Value ($000) $249 Shares 6,850 Est. Cost $31.83 Unrealized +11.2%
Noble Energy 0.0%
Value ($000) $246 Shares 9,900 Est. Cost $24.75 Unrealized
FDX FedEx 0.0%
Value ($000) $245 Shares 1,623 Est. Cost $207.53 Unrealized -33.7%
ALL Allstate 0.0%
Value ($000) $225 Shares 2,000 Est. Cost $83.49 Unrealized +12.8%
KIM Kimco Realty 0.0%
Value ($000) $221 Shares 10,650 Est. Cost $12.78 Unrealized +24.6%
CHTR Charter Communications 0.0%
Value ($000) $214 Shares 441 Est. Cost $460.22 Unrealized 0.0%
TXN Texas Instruments 0.0%
Value ($000) $206 Shares 1,602 Est. Cost $102.86 Unrealized +0.9%
WY Weyerhaeuser 0.0%
Value ($000) $204 Shares 6,768 Est. Cost $19.29 Unrealized +19.8%