WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 20, 2020

Total Value ($000): $750,255 (100.0% shares, 0.0% debt)

Holdings (146)

MA Mastercard 6.5%
Value ($000) $48,541 Shares 143,541 Est. Cost $72.81 Unrealized +333.5%
AAPL Apple 5.7%
Value ($000) $42,885 Shares 370,306 Est. Cost $83.44 Unrealized +27.0%
MSFT Microsoft 3.9%
Value ($000) $29,390 Shares 139,732 Est. Cost $41.54 Unrealized +383.3%
ADP Automatic Data Processing 3.8%
Value ($000) $28,434 Shares 203,842 Est. Cost $45.45 Unrealized +175.0%
NKE NIKE 'B' 3.7%
Value ($000) $27,638 Shares 220,154 Est. Cost $43.43 Unrealized +129.4%
SYK Stryker 3.4%
Value ($000) $25,560 Shares 122,665 Est. Cost $66.58 Unrealized +175.8%
ECL Ecolab 3.2%
Value ($000) $24,028 Shares 120,238 Est. Cost $74.34 Unrealized +153.5%
TJX TJX Companies 3.1%
Value ($000) $23,624 Shares 424,514 Est. Cost $33.83 Unrealized +47.9%
ABT Abbott Labs 3.0%
Value ($000) $22,633 Shares 207,963 Est. Cost $34.61 Unrealized +166.8%
MKC McCormick 2.9%
Value ($000) $22,057 Shares 113,638 Est. Cost $29.42 Unrealized +198.0%
CHD Church & Dwight 2.5%
Value ($000) $18,943 Shares 202,143 Est. Cost $35.05 Unrealized +143.1%
DHR Danaher 2.5%
Value ($000) $18,454 Shares 85,700 Est. Cost $47.42 Unrealized +266.3%
FISV Fiserv 2.4%
Value ($000) $18,320 Shares 177,782 Est. Cost $47.58 Unrealized +109.3%
MCD McDonald's 2.3%
Value ($000) $17,167 Shares 78,213 Est. Cost $73.60 Unrealized +146.5%
JNJ Johnson & Johnson 2.2%
Value ($000) $16,315 Shares 109,587 Est. Cost $62.43 Unrealized +103.4%
NEE NextEra Energy 1.9%
Value ($000) $14,599 Shares 52,599 Est. Cost $23.47 Unrealized +156.8%
INTU Intuit 1.9%
Value ($000) $14,447 Shares 44,286 Est. Cost $62.11 Unrealized +387.3%
PG Procter & Gamble 1.7%
Value ($000) $12,664 Shares 91,115 Est. Cost $57.11 Unrealized +103.7%
FDS FactSet Research Systems 1.6%
Value ($000) $11,882 Shares 35,480 Est. Cost $93.65 Unrealized +250.7%
BR Broadridge Financial Solutions 1.6%
Value ($000) $11,871 Shares 89,935 Est. Cost $59.16 Unrealized +106.4%
AMT American Tower 1.5%
Value ($000) $11,034 Shares 45,644 Est. Cost $90.18 Unrealized +140.3%
IDXX IDEXX Labs 1.3%
Value ($000) $9,986 Shares 25,402 Est. Cost $66.90 Unrealized +452.6%
KO Coca-Cola 1.3%
Value ($000) $9,866 Shares 199,837 Est. Cost $27.85 Unrealized +46.5%
AMZN Amazon.com 1.3%
Value ($000) $9,843 Shares 3,126 Est. Cost $49.62 Unrealized +217.7%
PEP PepsiCo 1.3%
Value ($000) $9,744 Shares 70,301 Est. Cost $61.87 Unrealized +86.2%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $9,271 Shares 123,093 Est. Cost $32.20 Unrealized +101.0%
ABBV AbbVie 1.2%
Value ($000) $9,075 Shares 103,606 Est. Cost $27.98 Unrealized +172.7%
GOOGL Alphabet Class A 1.2%
Value ($000) $8,980 Shares 6,127 Est. Cost $44.02 Unrealized +71.8%
ACN Accenture 'A' 1.1%
Value ($000) $8,228 Shares 36,408 Est. Cost $83.90 Unrealized +153.0%
BDX Becton, Dickinson 1.0%
Value ($000) $7,833 Shares 33,665 Est. Cost $170.84 Unrealized +31.9%
CL Colgate-Palmolive 1.0%
Value ($000) $7,697 Shares 99,770 Est. Cost $44.45 Unrealized +51.5%
HD Home Depot 1.0%
Value ($000) $7,365 Shares 26,519 Est. Cost $111.49 Unrealized +113.2%
DIS Disney, Walt 0.9%
Value ($000) $7,005 Shares 56,452 Est. Cost $92.70 Unrealized +31.7%
PFF iShares S&P US Pfd ETF 0.8%
Value ($000) $6,290 Shares 172,572 Est. Cost $36.95 Unrealized
QCOM QUALCOMM 0.8%
Value ($000) $6,241 Shares 53,037 Est. Cost $48.59 Unrealized +95.8%
LLY Lilly, Eli 0.8%
Value ($000) $5,929 Shares 40,053 Est. Cost $43.48 Unrealized +235.2%
WSO Watsco 0.7%
Value ($000) $5,518 Shares 23,695 Est. Cost $153.09 Unrealized +47.1%
APD Air Products & Chemicals 0.7%
Value ($000) $5,185 Shares 17,407 Est. Cost $61.75 Unrealized +307.7%
EL Estee Lauder 0.7%
Value ($000) $5,185 Shares 23,759 Est. Cost $87.13 Unrealized +119.0%
EW Edwards Lifesciences 0.6%
Value ($000) $4,584 Shares 57,435 Est. Cost $66.51 Unrealized +17.3%
WMT Walmart 0.6%
Value ($000) $4,494 Shares 32,120 Est. Cost $20.64 Unrealized +100.2%
COST Costco Wholesale 0.6%
Value ($000) $4,488 Shares 12,643 Est. Cost $273.37 Unrealized +13.1%
SHW Sherwin-Williams 0.6%
Value ($000) $4,354 Shares 6,249 Est. Cost $170.62 Unrealized +22.1%
ITW Illinois Tool Works 0.6%
Value ($000) $4,335 Shares 22,438 Est. Cost $64.66 Unrealized +158.7%
SYY Sysco 0.6%
Value ($000) $4,316 Shares 69,365 Est. Cost $24.84 Unrealized +103.0%
MRK Merck 0.6%
Value ($000) $4,305 Shares 51,896 Est. Cost $41.45 Unrealized +59.1%
LOW Lowe's 0.6%
Value ($000) $4,281 Shares 25,808 Est. Cost $32.88 Unrealized +325.5%
VZ Verizon Communications 0.6%
Value ($000) $4,144 Shares 69,666 Est. Cost $28.83 Unrealized +47.7%
XOM ExxonMobil 0.5%
Value ($000) $3,918 Shares 114,141 Est. Cost $53.89 Unrealized -40.0%
DG Dollar General 0.5%
Value ($000) $3,819 Shares 18,221 Est. Cost $182.06 Unrealized 0.0%
RTX Raytheon Technologies 0.5%
Value ($000) $3,795 Shares 65,954 Est. Cost $54.61 Unrealized -1.7%
HON Honeywell Int'l 0.5%
Value ($000) $3,706 Shares 22,512 Est. Cost $113.85 Unrealized +17.0%
PAYX Paychex 0.5%
Value ($000) $3,650 Shares 45,753 Est. Cost $26.63 Unrealized +142.4%
V Visa 0.4%
Value ($000) $3,316 Shares 16,580 Est. Cost $97.26 Unrealized +97.6%
UNP Union Pacific 0.4%
Value ($000) $3,294 Shares 16,730 Est. Cost $75.59 Unrealized +118.1%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $3,218 Shares 15,113 Est. Cost $161.09 Unrealized +27.0%
SBUX Starbucks 0.4%
Value ($000) $3,124 Shares 36,355 Est. Cost $42.97 Unrealized +64.8%
ZTS Zoetis 0.4%
Value ($000) $3,114 Shares 18,832 Est. Cost $82.08 Unrealized +78.7%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,944 Shares 42,400 Est. Cost $68.55 Unrealized
AMGN Amgen 0.4%
Value ($000) $2,920 Shares 11,487 Est. Cost $73.61 Unrealized +184.6%
INTC Intel 0.4%
Value ($000) $2,663 Shares 51,436 Est. Cost $19.28 Unrealized +141.3%
BCPC Balchem 0.3%
Value ($000) $2,600 Shares 26,635 Est. Cost $48.33 Unrealized +96.5%
EMR Emerson Electric 0.3%
Value ($000) $2,463 Shares 37,569 Est. Cost $40.07 Unrealized +46.7%
CSCO Cisco Systems 0.3%
Value ($000) $2,397 Shares 60,862 Est. Cost $15.33 Unrealized +141.7%
MPC Marathon Petroleum 0.3%
Value ($000) $2,285 Shares 77,868 Est. Cost $37.57 Unrealized -19.8%
GWW Grainger, W.W. 0.3%
Value ($000) $2,241 Shares 6,282 Est. Cost $204.51 Unrealized +58.6%
FAST Fastenal 0.3%
Value ($000) $2,236 Shares 49,600 Est. Cost $11.26 Unrealized +78.1%
DE Deere & Company 0.3%
Value ($000) $2,134 Shares 9,629 Est. Cost $68.53 Unrealized +162.3%
ADBE Adobe Systems 0.3%
Value ($000) $2,114 Shares 4,310 Est. Cost $378.88 Unrealized +22.8%
PFE Pfizer 0.3%
Value ($000) $2,059 Shares 56,107 Est. Cost $18.34 Unrealized +47.9%
T AT&T 0.3%
Value ($000) $2,028 Shares 71,127 Est. Cost $12.52 Unrealized +24.2%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,863 Shares 2,625 Est. Cost $101.54 Unrealized +121.1%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,812 Shares 11,145 Est. Cost $57.63 Unrealized +181.9%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,805 Shares 19,937 Est. Cost $34.41 Unrealized +132.4%
PPG PPG Industries 0.2%
Value ($000) $1,521 Shares 12,457 Est. Cost $91.06 Unrealized +15.6%
EPAM EPAM Systems 0.2%
Value ($000) $1,455 Shares 4,500 Est. Cost $149.89 Unrealized +99.2%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,421 Shares 33,200 Est. Cost $48.75 Unrealized
Tiffany 0.2%
Value ($000) $1,379 Shares 11,900 Est. Cost $75.16 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,377 Shares 8,594 Est. Cost $75.07 Unrealized +47.0%
Walgreens Boots Alliance 0.2%
Value ($000) $1,327 Shares 36,953 Est. Cost $76.03 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,161 Shares 19,261 Est. Cost $45.68 Unrealized +6.4%
WELL Welltower 0.1%
Value ($000) $1,109 Shares 20,125 Est. Cost $54.00 Unrealized -12.4%
CDK Global 0.1%
Value ($000) $1,100 Shares 25,229 Est. Cost $59.68 Unrealized
ORLY O'Reilly Automotive 0.1%
Value ($000) $1,051 Shares 2,280 Est. Cost $25.45 Unrealized +19.4%
PM Philip Morris Int'l 0.1%
Value ($000) $1,033 Shares 13,774 Est. Cost $49.88 Unrealized +18.0%
GILD Gilead Sciences 0.1%
Value ($000) $1,016 Shares 16,085 Est. Cost $55.92 Unrealized +0.3%
FLO Flowers Foods 0.1%
Value ($000) $980 Shares 40,275 Est. Cost $13.95 Unrealized +33.7%
IBM IBM 0.1%
Value ($000) $950 Shares 7,807 Est. Cost $118.23 Unrealized -20.6%
CSX CSX 0.1%
Value ($000) $944 Shares 12,156 Est. Cost $6.66 Unrealized +244.4%
Fortune Brands Home & Security 0.1%
Value ($000) $895 Shares 10,347 Est. Cost $66.64 Unrealized
Kellogg 0.1%
Value ($000) $840 Shares 13,000 Est. Cost $38.92 Unrealized +34.3%
PYPL PayPal Holdings 0.1%
Value ($000) $829 Shares 4,208 Est. Cost $100.27 Unrealized +87.4%
ULTA Ulta Beauty 0.1%
Value ($000) $813 Shares 3,632 Est. Cost $246.06 Unrealized -12.6%
HSY Hershey Company 0.1%
Value ($000) $752 Shares 5,245 Est. Cost $72.89 Unrealized +71.3%
ROST Ross Stores 0.1%
Value ($000) $705 Shares 7,555 Est. Cost $38.79 Unrealized +118.8%
OTIS Otis Worldwide 0.1%
Value ($000) $685 Shares 10,970 Est. Cost $47.48 Unrealized +18.9%
CARR Carrier Global 0.1%
Value ($000) $651 Shares 21,330 Est. Cost $17.13 Unrealized +53.9%
CVS CVS Health 0.1%
Value ($000) $587 Shares 10,054 Est. Cost $57.07 Unrealized -8.2%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $587 Shares 1,329 Est. Cost $230.43 Unrealized +76.8%
EQR Equity Residential Properties 0.1%
Value ($000) $551 Shares 10,742 Est. Cost $32.31 Unrealized +38.6%
BAC Bank of America 0.1%
Value ($000) $530 Shares 22,018 Est. Cost $23.90 Unrealized -8.7%
TRMB Trimble 0.1%
Value ($000) $528 Shares 10,835 Est. Cost $30.00 Unrealized +59.3%
HPQ HP 0.1%
Value ($000) $526 Shares 27,700 Est. Cost $11.22 Unrealized +35.2%
ALCO Alico 0.1%
Value ($000) $511 Shares 17,866 Est. Cost $27.33 Unrealized +0.5%
JPM JPMorgan Chase 0.1%
Value ($000) $475 Shares 4,936 Est. Cost $56.46 Unrealized +51.3%
CVX Chevron 0.1%
Value ($000) $471 Shares 6,547 Est. Cost $74.39 Unrealized -10.6%
NOC Northrop Grumman 0.1%
Value ($000) $431 Shares 1,366 Est. Cost $122.55 Unrealized +143.2%
NSC Norfolk Southern 0.1%
Value ($000) $429 Shares 2,005 Est. Cost $107.13 Unrealized +67.9%
PGR Progressive 0.1%
Value ($000) $419 Shares 4,428 Est. Cost $29.31 Unrealized +161.0%
DUK Duke Energy 0.1%
Value ($000) $416 Shares 4,697 Est. Cost $42.75 Unrealized +56.1%
CTAS Cintas 0.1%
Value ($000) $400 Shares 1,203 Est. Cost $49.87 Unrealized +46.2%
Stericycle 0.1%
Value ($000) $400 Shares 6,350 Est. Cost $96.41 Unrealized
DOC Healthpeak Properties 0.1%
Value ($000) $396 Shares 14,600 Est. Cost $25.47 Unrealized -18.8%
ILMN Illumina 0.1%
Value ($000) $386 Shares 1,250 Est. Cost $298.32 Unrealized +15.5%
PRU Prudential Financial 0.1%
Value ($000) $381 Shares 6,000 Est. Cost $44.25 Unrealized +13.9%
TECH Bio-Techne 0.0%
Value ($000) $372 Shares 1,500 Est. Cost $33.97 Unrealized +87.2%
GPC Genuine Parts 0.0%
Value ($000) $360 Shares 3,785 Est. Cost $62.69 Unrealized +27.7%
EOG EOG Resources 0.0%
Value ($000) $351 Shares 9,769 Est. Cost $60.19 Unrealized -42.1%
CMI Cummins 0.0%
Value ($000) $348 Shares 1,650 Est. Cost $89.89 Unrealized +94.5%
MDLZ Mondelez Int'l 0.0%
Value ($000) $338 Shares 5,882 Est. Cost $28.45 Unrealized +70.7%
HSIC Henry Schein 0.0%
Value ($000) $335 Shares 5,704 Est. Cost $52.84 Unrealized +21.4%
Weingarten Realty 0.0%
Value ($000) $325 Shares 19,175 Est. Cost $35.14 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $320 Shares 1 Est. Cost $199512.94 Unrealized +53.8%
LHX L3 Harris Technologies 0.0%
Value ($000) $311 Shares 1,830 Est. Cost $180.55 Unrealized -12.9%
XRAY Dentsply Sirona 0.0%
Value ($000) $302 Shares 6,900 Est. Cost $59.08 Unrealized -25.1%
LKQ LKQ 0.0%
Value ($000) $294 Shares 10,600 Est. Cost $24.16 Unrealized +9.6%
CHTR Charter Communications 0.0%
Value ($000) $275 Shares 441 Est. Cost $507.25 Unrealized +16.3%
PRAA PRA Group 0.0%
Value ($000) $272 Shares 6,800 Est. Cost $31.71 Unrealized +31.1%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $260 Shares 27,700 Est. Cost $6.50 Unrealized +24.4%
WEX WEX 0.0%
Value ($000) $254 Shares 1,830 Est. Cost $119.90 Unrealized +30.7%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $249 Shares 13,000 Est. Cost $19.08 Unrealized
FDX FedEx 0.0%
Value ($000) $246 Shares 978 Est. Cost $180.94 Unrealized 0.0%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $245 Shares 870 Est. Cost $198.31 Unrealized +32.9%
CAT Caterpillar 0.0%
Value ($000) $232 Shares 1,553 Est. Cost $126.81 Unrealized 0.0%
TXN Texas Instruments 0.0%
Value ($000) $229 Shares 1,602 Est. Cost $99.52 Unrealized +17.4%
INGR Ingredion 0.0%
Value ($000) $227 Shares 3,000 Est. Cost $80.34 Unrealized +1.1%
MO Altria 0.0%
Value ($000) $224 Shares 5,800 Est. Cost $25.84 Unrealized +5.2%
ORCL Oracle 0.0%
Value ($000) $224 Shares 3,754 Est. Cost $48.99 Unrealized +7.7%
USB US Bancorp 0.0%
Value ($000) $219 Shares 6,098 Est. Cost $24.69 Unrealized +17.2%
CNMD Conmed 0.0%
Value ($000) $207 Shares 2,625 Est. Cost $77.85 Unrealized 0.0%
Marathon Oil 0.0%
Value ($000) $178 Shares 43,588 Est. Cost $13.56 Unrealized
General Electric 0.0%
Value ($000) $83 Shares 13,274 Est. Cost $17.79 Unrealized
ProMis Neurosciences 0.0%
Value ($000) $6 Shares 60,000 Est. Cost $0.10 Unrealized
Cyclo Therapeutics 0.0%
Value ($000) $4 Shares 30,000 Est. Cost $0.13 Unrealized
Emerald Bioscience 0.0%
Value ($000) $1 Shares 13,000 Est. Cost $0.08 Unrealized
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized