WENDELL DAVID ASSOCIATES INC Diversified Active

Location: Portsmouth, NH

CIK: 0000878228 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 17, 2020

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

Holdings (150)

MA Mastercard 6.2%
Value $45.3M Shares 151,715 Est. Cost $72.81 Unrealized +274.4%
ADP Automatic Data Processing 4.9%
Value $35.59M Shares 208,769 Est. Cost $45.45 Unrealized +219.2%
AAPL Apple 4.1%
Value $29.48M Shares 100,381 Est. Cost $18.62 Unrealized +233.1%
TJX TJX Companies 3.7%
Value $26.66M Shares 436,685 Est. Cost $33.83 Unrealized +61.4%
SYK Stryker 3.6%
Value $25.85M Shares 123,138 Est. Cost $66.58 Unrealized +191.7%
ECL Ecolab 3.3%
Value $24.13M Shares 125,006 Est. Cost $74.34 Unrealized +139.0%
NKE NIKE 'B' 3.2%
Value $22.89M Shares 225,924 Est. Cost $43.43 Unrealized +99.9%
MSFT Microsoft 3.1%
Value $22.59M Shares 143,258 Est. Cost $41.54 Unrealized +235.2%
FISV Fiserv 2.8%
Value $20.46M Shares 176,937 Est. Cost $47.58 Unrealized +132.1%
MKC McCormick 2.8%
Value $20.16M Shares 118,775 Est. Cost $29.42 Unrealized +149.1%
JNJ Johnson & Johnson 2.3%
Value $16.73M Shares 114,657 Est. Cost $62.43 Unrealized +82.7%
ABT Abbott Labs 2.3%
Value $16.45M Shares 189,413 Est. Cost $29.72 Unrealized +153.4%
MCD McDonald's 2.2%
Value $15.79M Shares 79,919 Est. Cost $73.60 Unrealized +133.6%
CHD Church & Dwight 2.0%
Value $14.56M Shares 206,949 Est. Cost $35.05 Unrealized +88.5%
DHR Danaher 1.9%
Value $13.5M Shares 87,985 Est. Cost $47.42 Unrealized +159.3%
NEE NextEra Energy 1.8%
Value $13.26M Shares 54,739 Est. Cost $23.47 Unrealized +113.7%
INTU Intuit 1.7%
Value $12.26M Shares 46,798 Est. Cost $62.11 Unrealized +304.9%
PG Procter & Gamble 1.6%
Value $11.76M Shares 94,190 Est. Cost $57.11 Unrealized +84.3%
KO Coca-Cola 1.6%
Value $11.44M Shares 206,648 Est. Cost $27.85 Unrealized +59.8%
AMT American Tower 1.5%
Value $10.83M Shares 47,109 Est. Cost $90.18 Unrealized +103.8%
BR Broadridge Financial Solutions 1.5%
Value $10.59M Shares 85,755 Est. Cost $57.22 Unrealized +92.4%
DIS Disney, Walt 1.4%
Value $10.14M Shares 70,102 Est. Cost $92.70 Unrealized +46.4%
BDX Becton, Dickinson 1.4%
Value $9.99M Shares 36,733 Est. Cost $170.84 Unrealized +32.5%
FDS FactSet Research Systems 1.4%
Value $9.953M Shares 37,095 Est. Cost $93.65 Unrealized +158.6%
ABBV AbbVie 1.3%
Value $9.278M Shares 104,788 Est. Cost $27.98 Unrealized +131.0%
PEP PepsiCo 1.2%
Value $8.876M Shares 64,944 Est. Cost $56.78 Unrealized +98.6%
BF/B Brown-Forman 'B' 1.2%
Value $8.861M Shares 131,077 Est. Cost $32.20 Unrealized +80.9%
XOM ExxonMobil 1.2%
Value $8.678M Shares 124,361 Est. Cost $53.89 Unrealized -3.4%
United Technologies 1.1%
Value $8.166M Shares 54,526 Est. Cost $96.63 Unrealized
GOOGL Alphabet Class A 1.1%
Value $7.964M Shares 5,946 Est. Cost $43.51 Unrealized +47.1%
ACN Accenture 'A' 1.1%
Value $7.666M Shares 36,404 Est. Cost $81.04 Unrealized +120.2%
CL Colgate-Palmolive 1.0%
Value $7.426M Shares 107,870 Est. Cost $44.45 Unrealized +33.0%
ITW Illinois Tool Works 1.0%
Value $7.425M Shares 41,334 Est. Cost $64.66 Unrealized +126.2%
IDXX IDEXX Labs 1.0%
Value $7.034M Shares 26,937 Est. Cost $66.90 Unrealized +293.9%
SYY Sysco 1.0%
Value $7.011M Shares 81,965 Est. Cost $24.84 Unrealized +175.8%
HD Home Depot 0.9%
Value $6.24M Shares 28,576 Est. Cost $111.49 Unrealized +74.9%
PFF iShares S&P US Pfd ETF 0.8%
Value $5.544M Shares 147,497 Est. Cost $37.88 Unrealized
USB US Bancorp 0.7%
Value $5.304M Shares 89,467 Est. Cost $24.69 Unrealized +79.5%
WEX WEX 0.7%
Value $5.295M Shares 25,280 Est. Cost $119.90 Unrealized +67.2%
LLY Lilly, Eli 0.7%
Value $5.264M Shares 40,053 Est. Cost $43.48 Unrealized +147.3%
EL Estee Lauder 0.7%
Value $5.147M Shares 24,919 Est. Cost $87.13 Unrealized +105.7%
HON Honeywell Int'l 0.7%
Value $4.96M Shares 28,022 Est. Cost $113.51 Unrealized +26.8%
MPC Marathon Petroleum 0.6%
Value $4.661M Shares 77,357 Est. Cost $37.57 Unrealized +37.5%
MRK Merck 0.6%
Value $4.6M Shares 50,574 Est. Cost $41.06 Unrealized +64.5%
AMZN Amazon.com 0.6%
Value $4.435M Shares 2,400 Est. Cost $29.06 Unrealized +204.6%
SBUX Starbucks 0.6%
Value $4.379M Shares 49,805 Est. Cost $42.97 Unrealized +73.3%
QCOM QUALCOMM 0.6%
Value $4.271M Shares 48,410 Est. Cost $46.43 Unrealized +56.9%
WSO Watsco 0.6%
Value $4.261M Shares 23,655 Est. Cost $152.90 Unrealized +15.0%
PAYX Paychex 0.6%
Value $4.214M Shares 49,545 Est. Cost $26.63 Unrealized +165.5%
APD Air Products & Chemicals 0.6%
Value $4.102M Shares 17,457 Est. Cost $61.75 Unrealized +214.4%
BRK/B Berkshire Hathaway 'B' 0.5%
Value $3.882M Shares 17,141 Est. Cost $158.63 Unrealized +36.9%
VZ Verizon Communications 0.5%
Value $3.856M Shares 62,802 Est. Cost $27.59 Unrealized +55.1%
WMT Walmart 0.5%
Value $3.829M Shares 32,220 Est. Cost $20.64 Unrealized +76.3%
INTC Intel 0.5%
Value $3.303M Shares 55,186 Est. Cost $19.28 Unrealized +155.5%
UNP Union Pacific 0.4%
Value $3.221M Shares 17,815 Est. Cost $75.59 Unrealized +97.6%
LOW Lowe's 0.4%
Value $3.078M Shares 25,700 Est. Cost $32.88 Unrealized +211.4%
CSCO Cisco Systems 0.4%
Value $3.069M Shares 63,981 Est. Cost $15.33 Unrealized +151.5%
BCPC Balchem 0.4%
Value $3.04M Shares 29,910 Est. Cost $48.33 Unrealized +101.2%
V Visa 0.4%
Value $3.036M Shares 16,156 Est. Cost $93.27 Unrealized +85.0%
EMR Emerson Electric 0.4%
Value $2.949M Shares 38,669 Est. Cost $40.07 Unrealized +56.8%
EW Edwards Lifesciences 0.4%
Value $2.864M Shares 12,275 Est. Cost $41.96 Unrealized +86.1%
T AT&T 0.4%
Value $2.852M Shares 72,981 Est. Cost $12.52 Unrealized +50.6%
AMGN Amgen 0.4%
Value $2.787M Shares 11,563 Est. Cost $73.61 Unrealized +148.2%
JKHY Jack Henry & Associates 0.4%
Value $2.76M Shares 18,945 Est. Cost $57.63 Unrealized +135.3%
Walgreens Boots Alliance 0.4%
Value $2.756M Shares 46,743 Est. Cost $76.03 Unrealized
NVO Novo Nordisk ADR 0.3%
Value $2.528M Shares 43,675 Est. Cost $68.55 Unrealized
PFE Pfizer 0.3%
Value $2.227M Shares 56,835 Est. Cost $18.18 Unrealized +46.9%
GWW Grainger, W.W. 0.3%
Value $2.127M Shares 6,282 Est. Cost $204.51 Unrealized +43.9%
ZTS Zoetis 0.3%
Value $2.124M Shares 16,052 Est. Cost $73.39 Unrealized +60.9%
FAST Fastenal 0.3%
Value $1.892M Shares 51,200 Est. Cost $11.26 Unrealized +35.8%
Tiffany 0.2%
Value $1.757M Shares 13,150 Est. Cost $75.16 Unrealized
FTV Fortive 0.2%
Value $1.747M Shares 22,864 Est. Cost $37.09 Unrealized +18.7%
WELL Welltower 0.2%
Value $1.687M Shares 20,625 Est. Cost $54.00 Unrealized +31.7%
Weingarten Realty 0.2%
Value $1.684M Shares 53,898 Est. Cost $35.14 Unrealized
DE Deere & Company 0.2%
Value $1.668M Shares 9,629 Est. Cost $68.53 Unrealized +130.5%
PPG PPG Industries 0.2%
Value $1.663M Shares 12,457 Est. Cost $91.06 Unrealized +23.6%
EXPD Expeditors Int'l 0.2%
Value $1.621M Shares 20,774 Est. Cost $32.01 Unrealized +117.3%
MMM 3M Company 0.2%
Value $1.613M Shares 9,144 Est. Cost $75.07 Unrealized +48.9%
ISRG Intuitive Surgical 0.2%
Value $1.578M Shares 2,670 Est. Cost $101.54 Unrealized +84.4%
CDK Global 0.2%
Value $1.571M Shares 28,725 Est. Cost $59.68 Unrealized
RHHBY Roche Holding Ltd ADR 0.2%
Value $1.362M Shares 33,500 Est. Cost $49.05 Unrealized
PM Philip Morris Int'l 0.2%
Value $1.343M Shares 15,786 Est. Cost $49.88 Unrealized +20.3%
BMY Bristol-Myers Squibb 0.2%
Value $1.297M Shares 20,211 Est. Cost $45.68 Unrealized -1.1%
ULTA Ulta Beauty 0.2%
Value $1.267M Shares 5,007 Est. Cost $246.06 Unrealized -0.7%
HP Helmerich & Payne 0.2%
Value $1.248M Shares 27,470 Est. Cost $62.85 Unrealized -36.2%
IBM IBM 0.1%
Value $1.056M Shares 7,880 Est. Cost $118.23 Unrealized -15.5%
GILD Gilead Sciences 0.1%
Value $1.053M Shares 16,210 Est. Cost $55.92 Unrealized -8.3%
FLO Flowers Foods 0.1%
Value $1.048M Shares 48,225 Est. Cost $13.95 Unrealized +20.8%
EOG EOG Resources 0.1%
Value $1.039M Shares 12,399 Est. Cost $60.19 Unrealized -7.3%
EPAM EPAM Systems 0.1%
Value $955K Shares 4,500 Est. Cost $149.89 Unrealized +31.3%
Kellogg 0.1%
Value $899K Shares 13,000 Est. Cost $38.92 Unrealized +24.7%
CSX CSX 0.1%
Value $880K Shares 12,156 Est. Cost $6.66 Unrealized +226.8%
ROST Ross Stores 0.1%
Value $880K Shares 7,555 Est. Cost $38.79 Unrealized +173.1%
BAC Bank of America 0.1%
Value $861K Shares 24,452 Est. Cost $23.90 Unrealized +16.2%
BFS Saul Centers 0.1%
Value $836K Shares 15,835 Est. Cost $46.35 Unrealized
Raytheon 0.1%
Value $828K Shares 3,768 Est. Cost $187.85 Unrealized
EQR Equity Residential Properties 0.1%
Value $827K Shares 10,220 Est. Cost $31.42 Unrealized +113.4%
HSY Hershey Company 0.1%
Value $804K Shares 5,470 Est. Cost $72.89 Unrealized +76.2%
CVX Chevron 0.1%
Value $771K Shares 6,397 Est. Cost $74.33 Unrealized +20.6%
CVS CVS Health 0.1%
Value $716K Shares 9,635 Est. Cost $57.27 Unrealized +0.9%
SHW Sherwin-Williams 0.1%
Value $694K Shares 1,190 Est. Cost $137.84 Unrealized +31.0%
JPM JPMorgan Chase 0.1%
Value $682K Shares 4,893 Est. Cost $50.65 Unrealized +114.5%
Fortune Brands Home & Security 0.1%
Value $676K Shares 10,347 Est. Cost $66.64 Unrealized
ALCO Alico 0.1%
Value $640K Shares 17,866 Est. Cost $27.33 Unrealized +7.8%
HSIC Henry Schein 0.1%
Value $634K Shares 9,504 Est. Cost $52.84 Unrealized +25.2%
Marathon Oil 0.1%
Value $592K Shares 43,588 Est. Cost $13.56 Unrealized
TRMB Trimble 0.1%
Value $589K Shares 14,135 Est. Cost $30.00 Unrealized +32.6%
COLM Columbia Sportswear 0.1%
Value $574K Shares 5,725 Est. Cost $87.69 Unrealized 0.0%
HPQ HP 0.1%
Value $569K Shares 27,700 Est. Cost $11.22 Unrealized +36.5%
SLB Schlumberger 0.1%
Value $505K Shares 12,560 Est. Cost $55.08 Unrealized -44.2%
DOC Healthpeak Properties 0.1%
Value $503K Shares 14,600 Est. Cost $25.47 Unrealized 0.0%
PYPL PayPal Holdings 0.1%
Value $488K Shares 4,514 Est. Cost $100.27 Unrealized +3.7%
LKQ LKQ 0.1%
Value $482K Shares 13,500 Est. Cost $24.16 Unrealized +26.2%
NOC Northrop Grumman 0.1%
Value $470K Shares 1,366 Est. Cost $122.55 Unrealized +159.2%
SEIC SEI Investments 0.1%
Value $458K Shares 7,000 Est. Cost $26.47 Unrealized +116.0%
XRAY Dentsply Sirona 0.1%
Value $458K Shares 8,100 Est. Cost $59.08 Unrealized -5.6%
HPE Hewlett Packard Enterprise 0.1%
Value $439K Shares 27,700 Est. Cost $6.50 Unrealized +101.8%
TMO Thermo Fisher Scientific 0.1%
Value $432K Shares 1,329 Est. Cost $230.43 Unrealized +29.5%
DUK Duke Energy 0.1%
Value $428K Shares 4,697 Est. Cost $42.75 Unrealized +68.0%
CAT Caterpillar 0.1%
Value $421K Shares 2,853 Est. Cost $62.12 Unrealized +98.0%
CTSH Cognizant Technology 0.1%
Value $414K Shares 6,670 Est. Cost $48.24 Unrealized +16.8%
GPC Genuine Parts 0.1%
Value $402K Shares 3,785 Est. Cost $62.69 Unrealized +37.5%
COST Costco Wholesale 0.1%
Value $399K Shares 1,359 Est. Cost $142.82 Unrealized +90.1%
ILMN Illumina 0.1%
Value $390K Shares 1,175 Est. Cost $295.23 Unrealized +2.7%
NSC Norfolk Southern 0.1%
Value $389K Shares 2,005 Est. Cost $107.13 Unrealized +54.5%
PGR Progressive 0.1%
Value $378K Shares 5,228 Est. Cost $29.31 Unrealized +102.3%
LHX L3 Harris Technologies 0.0%
Value $362K Shares 1,830 Est. Cost $180.55 Unrealized -1.6%
CTAS Cintas 0.0%
Value $357K Shares 1,328 Est. Cost $49.42 Unrealized +25.3%
ORLY O'Reilly Automotive 0.0%
Value $351K Shares 800 Est. Cost $24.19 Unrealized +18.3%
BRK/A Berkshire Hathaway 'A' 0.0%
Value $340K Shares 1 Est. Cost $199512.94 Unrealized +63.3%
Stericycle 0.0%
Value $330K Shares 5,175 Est. Cost $112.40 Unrealized
TECH Bio-Techne 0.0%
Value $329K Shares 1,500 Est. Cost $33.97 Unrealized +50.4%
MDLZ Mondelez Int'l 0.0%
Value $324K Shares 5,882 Est. Cost $28.45 Unrealized +61.3%
General Electric 0.0%
Value $323K Shares 28,954 Est. Cost $17.79 Unrealized
MO Altria 0.0%
Value $313K Shares 6,268 Est. Cost $25.84 Unrealized +11.4%
COP ConocoPhillips 0.0%
Value $303K Shares 4,663 Est. Cost $44.54 Unrealized +5.9%
CMI Cummins 0.0%
Value $295K Shares 1,650 Est. Cost $89.89 Unrealized +68.1%
CNMD Conmed 0.0%
Value $294K Shares 2,625 Est. Cost $68.36 Unrealized +47.7%
INGR Ingredion 0.0%
Value $279K Shares 3,000 Est. Cost $80.34 Unrealized +4.6%
RCL Royal Caribbean Cruises 0.0%
Value $267K Shares 2,000 Est. Cost $108.13 Unrealized +4.3%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value $261K Shares 13,000 Est. Cost $19.08 Unrealized
PSX Phillips 66 0.0%
Value $256K Shares 2,296 Est. Cost $65.92 Unrealized +32.5%
PRAA PRA Group 0.0%
Value $249K Shares 6,850 Est. Cost $31.83 Unrealized +11.2%
Noble Energy 0.0%
Value $246K Shares 9,900 Est. Cost $24.75 Unrealized
FDX FedEx 0.0%
Value $245K Shares 1,623 Est. Cost $207.53 Unrealized -33.7%
ALL Allstate 0.0%
Value $225K Shares 2,000 Est. Cost $83.49 Unrealized +12.8%
KIM Kimco Realty 0.0%
Value $221K Shares 10,650 Est. Cost $12.78 Unrealized +24.6%
CHTR Charter Communications 0.0%
Value $214K Shares 441 Est. Cost $460.22 Unrealized 0.0%
TXN Texas Instruments 0.0%
Value $206K Shares 1,602 Est. Cost $102.86 Unrealized +0.9%
WY Weyerhaeuser 0.0%
Value $204K Shares 6,768 Est. Cost $19.29 Unrealized +19.8%