WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 17, 2020

Total Value ($000): $689,956 (100.0% shares, 0.0% debt)

Holdings (143)

MA Mastercard 6.3%
Value ($000) $43,126 Shares 145,845 Est. Cost $72.81 Unrealized +275.4%
AAPL Apple 5.0%
Value ($000) $34,838 Shares 95,499 Est. Cost $18.62 Unrealized +303.4%
ADP Automatic Data Processing 4.4%
Value ($000) $30,662 Shares 205,936 Est. Cost $45.45 Unrealized +179.4%
MSFT Microsoft 4.3%
Value ($000) $29,461 Shares 144,762 Est. Cost $41.54 Unrealized +316.6%
ECL Ecolab 3.5%
Value ($000) $24,180 Shares 121,538 Est. Cost $74.34 Unrealized +145.0%
SYK Stryker 3.2%
Value ($000) $22,031 Shares 122,266 Est. Cost $66.58 Unrealized +160.9%
NKE NIKE 'B' 3.2%
Value ($000) $21,767 Shares 221,999 Est. Cost $43.43 Unrealized +96.8%
TJX TJX Companies 3.1%
Value ($000) $21,656 Shares 428,323 Est. Cost $33.83 Unrealized +37.9%
MKC McCormick 3.0%
Value ($000) $20,721 Shares 115,493 Est. Cost $29.42 Unrealized +149.8%
ABT Abbott Labs 2.7%
Value ($000) $18,485 Shares 202,178 Est. Cost $32.96 Unrealized +148.6%
FISV Fiserv 2.5%
Value ($000) $17,266 Shares 176,867 Est. Cost $47.58 Unrealized +111.6%
JNJ Johnson & Johnson 2.3%
Value ($000) $15,791 Shares 112,287 Est. Cost $62.43 Unrealized +99.0%
CHD Church & Dwight 2.3%
Value ($000) $15,651 Shares 202,468 Est. Cost $35.05 Unrealized +94.3%
DHR Danaher 2.2%
Value ($000) $15,307 Shares 86,565 Est. Cost $47.42 Unrealized +195.3%
MCD McDonald's 2.1%
Value ($000) $14,594 Shares 79,113 Est. Cost $73.60 Unrealized +118.8%
INTU Intuit 1.9%
Value ($000) $13,348 Shares 45,066 Est. Cost $62.11 Unrealized +326.5%
NEE NextEra Energy 1.8%
Value ($000) $12,725 Shares 52,984 Est. Cost $23.47 Unrealized +121.4%
AMT American Tower 1.7%
Value ($000) $11,858 Shares 45,864 Est. Cost $90.18 Unrealized +133.5%
FDS FactSet Research Systems 1.7%
Value ($000) $11,786 Shares 35,880 Est. Cost $93.65 Unrealized +192.5%
BR Broadridge Financial Solutions 1.6%
Value ($000) $11,262 Shares 89,248 Est. Cost $59.16 Unrealized +78.0%
PG Procter & Gamble 1.6%
Value ($000) $10,895 Shares 91,115 Est. Cost $57.11 Unrealized +77.8%
ABBV AbbVie 1.5%
Value ($000) $10,259 Shares 104,490 Est. Cost $27.98 Unrealized +152.0%
KO Coca-Cola 1.3%
Value ($000) $9,029 Shares 202,087 Est. Cost $27.85 Unrealized +39.0%
BDX Becton, Dickinson 1.3%
Value ($000) $8,720 Shares 36,445 Est. Cost $170.84 Unrealized +29.0%
AMZN Amazon.com 1.3%
Value ($000) $8,660 Shares 3,139 Est. Cost $49.62 Unrealized +143.4%
GOOGL Alphabet Class A 1.2%
Value ($000) $8,619 Shares 6,078 Est. Cost $44.02 Unrealized +52.0%
PEP PepsiCo 1.2%
Value ($000) $8,487 Shares 64,171 Est. Cost $56.78 Unrealized +95.1%
IDXX IDEXX Labs 1.2%
Value ($000) $8,433 Shares 25,542 Est. Cost $66.90 Unrealized +332.8%
ACN Accenture 'A' 1.2%
Value ($000) $7,964 Shares 37,088 Est. Cost $83.90 Unrealized +108.1%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $7,942 Shares 124,750 Est. Cost $32.20 Unrealized +78.7%
DIS Disney, Walt 1.1%
Value ($000) $7,625 Shares 68,382 Est. Cost $92.70 Unrealized +16.4%
CL Colgate-Palmolive 1.1%
Value ($000) $7,551 Shares 103,070 Est. Cost $44.45 Unrealized +40.3%
HD Home Depot 1.0%
Value ($000) $7,124 Shares 28,436 Est. Cost $111.49 Unrealized +79.1%
LLY Lilly, Eli 1.0%
Value ($000) $6,576 Shares 40,053 Est. Cost $43.48 Unrealized +230.9%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $5,964 Shares 172,172 Est. Cost $36.95 Unrealized
XOM ExxonMobil 0.8%
Value ($000) $5,411 Shares 120,993 Est. Cost $53.89 Unrealized -35.4%
QCOM QUALCOMM 0.7%
Value ($000) $4,842 Shares 53,087 Est. Cost $48.59 Unrealized +46.0%
EL Estee Lauder 0.6%
Value ($000) $4,470 Shares 23,689 Est. Cost $87.13 Unrealized +90.0%
SYY Sysco 0.6%
Value ($000) $4,344 Shares 79,465 Est. Cost $24.84 Unrealized +81.9%
ITW Illinois Tool Works 0.6%
Value ($000) $4,264 Shares 24,388 Est. Cost $64.66 Unrealized +121.0%
APD Air Products & Chemicals 0.6%
Value ($000) $4,215 Shares 17,457 Est. Cost $61.75 Unrealized +221.7%
WSO Watsco 0.6%
Value ($000) $4,209 Shares 23,685 Est. Cost $153.09 Unrealized +8.1%
RTX Raytheon Technologies 0.6%
Value ($000) $4,135 Shares 67,102 Est. Cost $54.61 Unrealized 0.0%
MRK Merck 0.6%
Value ($000) $4,013 Shares 51,896 Est. Cost $41.45 Unrealized +51.7%
WMT Walmart 0.6%
Value ($000) $3,847 Shares 32,120 Est. Cost $20.64 Unrealized +84.5%
VZ Verizon Communications 0.6%
Value ($000) $3,841 Shares 69,666 Est. Cost $28.83 Unrealized +41.4%
PAYX Paychex 0.5%
Value ($000) $3,728 Shares 49,215 Est. Cost $26.63 Unrealized +121.4%
SBUX Starbucks 0.5%
Value ($000) $3,641 Shares 49,480 Est. Cost $42.97 Unrealized +54.4%
LOW Lowe's 0.5%
Value ($000) $3,487 Shares 25,808 Est. Cost $32.88 Unrealized +214.2%
HON Honeywell Int'l 0.5%
Value ($000) $3,412 Shares 23,597 Est. Cost $113.85 Unrealized +3.5%
INTC Intel 0.5%
Value ($000) $3,287 Shares 54,936 Est. Cost $19.28 Unrealized +175.9%
V Visa 0.5%
Value ($000) $3,273 Shares 16,945 Est. Cost $97.26 Unrealized +80.5%
SHW Sherwin-Williams 0.5%
Value ($000) $3,190 Shares 5,521 Est. Cost $165.66 Unrealized +3.6%
EW Edwards Lifesciences 0.4%
Value ($000) $3,024 Shares 43,750 Est. Cost $62.91 Unrealized +13.0%
CSCO Cisco Systems 0.4%
Value ($000) $2,934 Shares 62,910 Est. Cost $15.33 Unrealized +141.3%
MPC Marathon Petroleum 0.4%
Value ($000) $2,911 Shares 77,868 Est. Cost $37.57 Unrealized -27.7%
UNP Union Pacific 0.4%
Value ($000) $2,841 Shares 16,805 Est. Cost $75.59 Unrealized +87.1%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,834 Shares 43,275 Est. Cost $68.55 Unrealized
AMGN Amgen 0.4%
Value ($000) $2,709 Shares 11,487 Est. Cost $73.61 Unrealized +160.4%
COST Costco Wholesale 0.4%
Value ($000) $2,699 Shares 8,901 Est. Cost $258.36 Unrealized +8.1%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $2,604 Shares 14,588 Est. Cost $159.53 Unrealized +14.5%
BCPC Balchem 0.4%
Value ($000) $2,586 Shares 27,260 Est. Cost $48.33 Unrealized +87.5%
ZTS Zoetis 0.4%
Value ($000) $2,448 Shares 17,867 Est. Cost $78.59 Unrealized +58.4%
EMR Emerson Electric 0.3%
Value ($000) $2,392 Shares 38,569 Est. Cost $40.07 Unrealized +25.5%
T AT&T 0.3%
Value ($000) $2,171 Shares 71,827 Est. Cost $12.52 Unrealized +23.8%
JKHY Jack Henry & Associates 0.3%
Value ($000) $2,134 Shares 11,595 Est. Cost $57.63 Unrealized +182.4%
FAST Fastenal 0.3%
Value ($000) $2,125 Shares 49,600 Est. Cost $11.26 Unrealized +47.3%
GWW Grainger, W.W. 0.3%
Value ($000) $1,974 Shares 6,282 Est. Cost $204.51 Unrealized +32.3%
PFE Pfizer 0.3%
Value ($000) $1,802 Shares 55,107 Est. Cost $18.18 Unrealized +43.0%
Walgreens Boots Alliance 0.3%
Value ($000) $1,734 Shares 40,903 Est. Cost $76.03 Unrealized
ADBE Adobe Systems 0.2%
Value ($000) $1,711 Shares 3,930 Est. Cost $370.53 Unrealized 0.0%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,533 Shares 35,350 Est. Cost $48.75 Unrealized
DE Deere & Company 0.2%
Value ($000) $1,513 Shares 9,629 Est. Cost $68.53 Unrealized +95.9%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,496 Shares 2,625 Est. Cost $101.54 Unrealized +76.5%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,455 Shares 19,137 Est. Cost $32.51 Unrealized +110.1%
Tiffany 0.2%
Value ($000) $1,451 Shares 11,900 Est. Cost $75.16 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,364 Shares 8,744 Est. Cost $75.07 Unrealized +36.4%
PPG PPG Industries 0.2%
Value ($000) $1,321 Shares 12,457 Est. Cost $91.06 Unrealized -5.2%
GILD Gilead Sciences 0.2%
Value ($000) $1,238 Shares 16,085 Est. Cost $55.92 Unrealized +9.9%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,135 Shares 19,311 Est. Cost $45.68 Unrealized +4.9%
EPAM EPAM Systems 0.2%
Value ($000) $1,134 Shares 4,500 Est. Cost $149.89 Unrealized +46.8%
OTIS Otis Worldwide 0.2%
Value ($000) $1,102 Shares 19,378 Est. Cost $47.48 Unrealized 0.0%
USB US Bancorp 0.2%
Value ($000) $1,085 Shares 29,475 Est. Cost $24.69 Unrealized +12.8%
FLO Flowers Foods 0.2%
Value ($000) $1,078 Shares 48,225 Est. Cost $13.95 Unrealized +27.5%
CDK Global 0.2%
Value ($000) $1,070 Shares 25,828 Est. Cost $59.68 Unrealized
PM Philip Morris Int'l 0.2%
Value ($000) $1,042 Shares 14,874 Est. Cost $49.88 Unrealized +9.8%
WELL Welltower 0.2%
Value ($000) $1,041 Shares 20,125 Est. Cost $54.00 Unrealized -22.6%
IBM IBM 0.1%
Value ($000) $943 Shares 7,807 Est. Cost $118.23 Unrealized -22.7%
ULTA Ulta Beauty 0.1%
Value ($000) $930 Shares 4,572 Est. Cost $246.06 Unrealized -12.6%
ORLY O'Reilly Automotive 0.1%
Value ($000) $898 Shares 2,130 Est. Cost $25.10 Unrealized +4.1%
Kellogg 0.1%
Value ($000) $859 Shares 13,000 Est. Cost $38.92 Unrealized +27.1%
CSX CSX 0.1%
Value ($000) $848 Shares 12,156 Est. Cost $6.66 Unrealized +207.8%
PYPL PayPal Holdings 0.1%
Value ($000) $733 Shares 4,208 Est. Cost $100.27 Unrealized +37.5%
HSY Hershey Company 0.1%
Value ($000) $677 Shares 5,220 Est. Cost $72.89 Unrealized +61.5%
Fortune Brands Home & Security 0.1%
Value ($000) $661 Shares 10,347 Est. Cost $66.64 Unrealized
CARR Carrier Global 0.1%
Value ($000) $656 Shares 29,531 Est. Cost $17.13 Unrealized 0.0%
Weingarten Realty 0.1%
Value ($000) $655 Shares 34,625 Est. Cost $35.14 Unrealized
CVS CVS Health 0.1%
Value ($000) $653 Shares 10,054 Est. Cost $57.07 Unrealized -7.8%
ROST Ross Stores 0.1%
Value ($000) $644 Shares 7,555 Est. Cost $38.79 Unrealized +120.9%
EQR Equity Residential Properties 0.1%
Value ($000) $632 Shares 10,742 Est. Cost $32.31 Unrealized +53.8%
CVX Chevron 0.1%
Value ($000) $584 Shares 6,547 Est. Cost $74.39 Unrealized -6.1%
BAC Bank of America 0.1%
Value ($000) $576 Shares 24,252 Est. Cost $23.90 Unrealized -13.9%
ALCO Alico 0.1%
Value ($000) $557 Shares 17,866 Est. Cost $27.33 Unrealized -4.2%
EOG EOG Resources 0.1%
Value ($000) $507 Shares 9,999 Est. Cost $60.19 Unrealized -37.9%
HPQ HP 0.1%
Value ($000) $483 Shares 27,700 Est. Cost $11.22 Unrealized +16.6%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $482 Shares 1,329 Est. Cost $230.43 Unrealized +43.3%
ILMN Illumina 0.1%
Value ($000) $478 Shares 1,290 Est. Cost $298.32 Unrealized +7.9%
TRMB Trimble 0.1%
Value ($000) $468 Shares 10,835 Est. Cost $30.00 Unrealized +25.0%
JPM JPMorgan Chase 0.1%
Value ($000) $464 Shares 4,936 Est. Cost $56.46 Unrealized +44.8%
NOC Northrop Grumman 0.1%
Value ($000) $420 Shares 1,366 Est. Cost $122.55 Unrealized +143.6%
PGR Progressive 0.1%
Value ($000) $419 Shares 5,228 Est. Cost $29.31 Unrealized +126.4%
HP Helmerich & Payne 0.1%
Value ($000) $409 Shares 20,982 Est. Cost $62.85 Unrealized -69.0%
DOC Healthpeak Properties 0.1%
Value ($000) $402 Shares 14,600 Est. Cost $25.47 Unrealized -25.4%
TECH Bio-Techne 0.1%
Value ($000) $396 Shares 1,500 Est. Cost $33.97 Unrealized +72.2%
Stericycle 0.1%
Value ($000) $395 Shares 7,050 Est. Cost $96.41 Unrealized
SEIC SEI Investments 0.1%
Value ($000) $385 Shares 7,000 Est. Cost $26.47 Unrealized +82.7%
DUK Duke Energy 0.1%
Value ($000) $375 Shares 4,697 Est. Cost $42.75 Unrealized +58.1%
WEX WEX 0.1%
Value ($000) $370 Shares 2,245 Est. Cost $119.90 Unrealized +14.5%
CTAS Cintas 0.1%
Value ($000) $367 Shares 1,378 Est. Cost $49.87 Unrealized +9.6%
PRU Prudential Financial 0.1%
Value ($000) $365 Shares 6,000 Est. Cost $44.25 Unrealized 0.0%
XRAY Dentsply Sirona 0.1%
Value ($000) $357 Shares 8,100 Est. Cost $59.08 Unrealized -28.4%
NSC Norfolk Southern 0.1%
Value ($000) $352 Shares 2,005 Est. Cost $107.13 Unrealized +40.9%
HSIC Henry Schein 0.0%
Value ($000) $333 Shares 5,704 Est. Cost $52.84 Unrealized +5.7%
GPC Genuine Parts 0.0%
Value ($000) $329 Shares 3,785 Est. Cost $62.69 Unrealized +7.4%
LHX L3 Harris Technologies 0.0%
Value ($000) $310 Shares 1,830 Est. Cost $180.55 Unrealized -7.1%
MDLZ Mondelez Int'l 0.0%
Value ($000) $301 Shares 5,882 Est. Cost $28.45 Unrealized +56.6%
CMI Cummins 0.0%
Value ($000) $286 Shares 1,650 Est. Cost $89.89 Unrealized +54.9%
LKQ LKQ 0.0%
Value ($000) $278 Shares 10,600 Est. Cost $24.16 Unrealized -8.6%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $270 Shares 27,700 Est. Cost $6.50 Unrealized +26.5%
Marathon Oil 0.0%
Value ($000) $267 Shares 43,588 Est. Cost $13.56 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $267 Shares 1 Est. Cost $199512.94 Unrealized +37.4%
PRAA PRA Group 0.0%
Value ($000) $263 Shares 6,800 Est. Cost $31.71 Unrealized 0.0%
INGR Ingredion 0.0%
Value ($000) $249 Shares 3,000 Est. Cost $80.34 Unrealized +1.8%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $239 Shares 13,000 Est. Cost $19.08 Unrealized
MO Altria 0.0%
Value ($000) $228 Shares 5,800 Est. Cost $25.84 Unrealized -3.4%
CHTR Charter Communications 0.0%
Value ($000) $225 Shares 441 Est. Cost $507.25 Unrealized 0.0%
ORCL Oracle 0.0%
Value ($000) $207 Shares 3,754 Est. Cost $48.99 Unrealized 0.0%
EFX Equifax 0.0%
Value ($000) $206 Shares 1,200 Est. Cost $142.07 Unrealized 0.0%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $204 Shares 870 Est. Cost $198.31 Unrealized 0.0%
TXN Texas Instruments 0.0%
Value ($000) $203 Shares 1,602 Est. Cost $99.52 Unrealized 0.0%
KIM Kimco Realty 0.0%
Value ($000) $137 Shares 10,667 Est. Cost $12.78 Unrealized -31.1%
General Electric 0.0%
Value ($000) $91 Shares 13,274 Est. Cost $17.79 Unrealized
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized