WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 22, 2021

Total Value ($000): $817,871 (100.0% shares, 0.0% debt)

Holdings (150)

MA Mastercard 6.2%
Value ($000) $50,994 Shares 142,865 Est. Cost $72.81 Unrealized +344.1%
AAPL Apple 6.0%
Value ($000) $48,964 Shares 369,013 Est. Cost $83.44 Unrealized +40.2%
ADP Automatic Data Processing 4.3%
Value ($000) $35,472 Shares 201,315 Est. Cost $45.45 Unrealized +224.4%
NKE NIKE 'B' 3.8%
Value ($000) $30,913 Shares 218,513 Est. Cost $43.43 Unrealized +183.7%
MSFT Microsoft 3.7%
Value ($000) $30,464 Shares 136,964 Est. Cost $41.54 Unrealized +396.0%
SYK Stryker 3.7%
Value ($000) $30,353 Shares 123,871 Est. Cost $66.58 Unrealized +222.3%
TJX TJX Companies 3.5%
Value ($000) $28,899 Shares 423,176 Est. Cost $33.83 Unrealized +66.9%
ECL Ecolab 3.2%
Value ($000) $26,125 Shares 120,749 Est. Cost $74.34 Unrealized +165.6%
ABT Abbott Labs 2.8%
Value ($000) $22,697 Shares 207,298 Est. Cost $34.61 Unrealized +186.8%
MKC McCormick 2.6%
Value ($000) $21,423 Shares 224,091 Est. Cost $56.72 Unrealized +49.5%
FISV Fiserv 2.5%
Value ($000) $20,241 Shares 177,773 Est. Cost $47.58 Unrealized +126.5%
DHR Danaher 2.3%
Value ($000) $18,649 Shares 83,951 Est. Cost $47.42 Unrealized +313.3%
CHD Church & Dwight 2.2%
Value ($000) $17,608 Shares 201,857 Est. Cost $35.05 Unrealized +137.9%
JNJ Johnson & Johnson 2.1%
Value ($000) $17,082 Shares 108,540 Est. Cost $62.43 Unrealized +104.3%
INTU Intuit 2.1%
Value ($000) $17,050 Shares 44,886 Est. Cost $65.82 Unrealized +417.0%
MCD McDonald's 2.1%
Value ($000) $16,845 Shares 78,500 Est. Cost $73.60 Unrealized +162.6%
NEE NextEra Energy 2.0%
Value ($000) $16,410 Shares 212,708 Est. Cost $55.21 Unrealized +18.9%
BR Broadridge Financial Solutions 1.7%
Value ($000) $13,865 Shares 90,500 Est. Cost $59.16 Unrealized +124.9%
PG Procter & Gamble 1.5%
Value ($000) $12,647 Shares 90,895 Est. Cost $57.11 Unrealized +115.7%
IDXX IDEXX Labs 1.5%
Value ($000) $12,608 Shares 25,222 Est. Cost $66.90 Unrealized +568.8%
FDS FactSet Research Systems 1.4%
Value ($000) $11,830 Shares 35,579 Est. Cost $93.65 Unrealized +236.1%
PEP PepsiCo 1.4%
Value ($000) $11,226 Shares 75,701 Est. Cost $66.11 Unrealized +83.4%
GOOGL Alphabet Class A 1.3%
Value ($000) $10,821 Shares 6,174 Est. Cost $44.02 Unrealized +89.7%
KO Coca-Cola 1.3%
Value ($000) $10,818 Shares 197,267 Est. Cost $27.85 Unrealized +58.9%
ABBV AbbVie 1.3%
Value ($000) $10,595 Shares 98,878 Est. Cost $27.98 Unrealized +182.2%
AMT American Tower 1.3%
Value ($000) $10,435 Shares 46,488 Est. Cost $92.17 Unrealized +116.7%
AMZN Amazon.com 1.3%
Value ($000) $10,272 Shares 3,154 Est. Cost $49.62 Unrealized +221.6%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $9,776 Shares 123,075 Est. Cost $32.20 Unrealized +117.3%
DIS Disney, Walt 1.2%
Value ($000) $9,490 Shares 52,377 Est. Cost $92.70 Unrealized +51.3%
ACN Accenture 'A' 1.1%
Value ($000) $9,164 Shares 35,083 Est. Cost $83.90 Unrealized +165.8%
CL Colgate-Palmolive 1.1%
Value ($000) $8,615 Shares 100,750 Est. Cost $44.45 Unrealized +65.2%
BDX Becton, Dickinson 1.0%
Value ($000) $7,984 Shares 31,906 Est. Cost $170.84 Unrealized +25.6%
HD Home Depot 0.9%
Value ($000) $7,148 Shares 26,911 Est. Cost $113.40 Unrealized +113.8%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $7,062 Shares 183,387 Est. Cost $37.05 Unrealized
LLY Lilly, Eli 0.8%
Value ($000) $6,772 Shares 40,109 Est. Cost $43.48 Unrealized +225.1%
EL Estee Lauder 0.8%
Value ($000) $6,258 Shares 23,509 Est. Cost $87.13 Unrealized +156.7%
EW Edwards Lifesciences 0.7%
Value ($000) $5,660 Shares 62,045 Est. Cost $67.73 Unrealized +22.5%
WSO Watsco 0.7%
Value ($000) $5,385 Shares 23,770 Est. Cost $153.09 Unrealized +50.1%
QCOM QUALCOMM 0.7%
Value ($000) $5,384 Shares 35,344 Est. Cost $48.59 Unrealized +156.7%
SYY Sysco 0.6%
Value ($000) $5,062 Shares 68,165 Est. Cost $24.84 Unrealized +141.6%
COST Costco Wholesale 0.6%
Value ($000) $4,965 Shares 13,177 Est. Cost $276.37 Unrealized +25.7%
SHW Sherwin-Williams 0.6%
Value ($000) $4,792 Shares 6,520 Est. Cost $172.95 Unrealized +31.1%
HON Honeywell Int'l 0.6%
Value ($000) $4,772 Shares 22,434 Est. Cost $113.85 Unrealized +43.8%
WMT Walmart 0.6%
Value ($000) $4,676 Shares 32,441 Est. Cost $20.64 Unrealized +119.3%
RTX Raytheon Technologies 0.6%
Value ($000) $4,649 Shares 65,016 Est. Cost $54.61 Unrealized +7.0%
ITW Illinois Tool Works 0.6%
Value ($000) $4,564 Shares 22,388 Est. Cost $64.66 Unrealized +179.9%
APD Air Products & Chemicals 0.6%
Value ($000) $4,544 Shares 16,632 Est. Cost $61.75 Unrealized +300.9%
MRK Merck 0.5%
Value ($000) $4,248 Shares 51,930 Est. Cost $41.45 Unrealized +56.5%
VZ Verizon Communications 0.5%
Value ($000) $4,224 Shares 71,906 Est. Cost $29.30 Unrealized +50.1%
XOM ExxonMobil 0.5%
Value ($000) $4,124 Shares 100,057 Est. Cost $53.89 Unrealized -43.7%
PAYX Paychex 0.5%
Value ($000) $4,123 Shares 44,248 Est. Cost $26.63 Unrealized +188.9%
DG Dollar General 0.5%
Value ($000) $4,079 Shares 19,396 Est. Cost $183.03 Unrealized +8.2%
SBUX Starbucks 0.5%
Value ($000) $3,828 Shares 35,785 Est. Cost $42.97 Unrealized +98.2%
V Visa 0.5%
Value ($000) $3,808 Shares 17,408 Est. Cost $102.02 Unrealized +93.3%
LOW Lowe's 0.5%
Value ($000) $3,790 Shares 23,612 Est. Cost $32.88 Unrealized +350.3%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $3,493 Shares 15,063 Est. Cost $161.09 Unrealized +36.7%
UNP Union Pacific 0.4%
Value ($000) $3,401 Shares 16,334 Est. Cost $75.59 Unrealized +135.6%
ZTS Zoetis 0.4%
Value ($000) $3,127 Shares 18,895 Est. Cost $82.08 Unrealized +89.4%
MPC Marathon Petroleum 0.4%
Value ($000) $3,115 Shares 75,307 Est. Cost $37.57 Unrealized -16.7%
BCPC Balchem 0.4%
Value ($000) $3,077 Shares 26,704 Est. Cost $48.33 Unrealized +111.6%
NVO Novo Nordisk ADR 0.4%
Value ($000) $2,962 Shares 42,400 Est. Cost $68.55 Unrealized
EMR Emerson Electric 0.4%
Value ($000) $2,911 Shares 36,224 Est. Cost $40.07 Unrealized +66.7%
CSCO Cisco Systems 0.3%
Value ($000) $2,721 Shares 60,805 Est. Cost $15.33 Unrealized +130.1%
AMGN Amgen 0.3%
Value ($000) $2,602 Shares 11,316 Est. Cost $73.61 Unrealized +166.7%
DE Deere & Company 0.3%
Value ($000) $2,591 Shares 9,629 Est. Cost $68.53 Unrealized +238.7%
GWW Grainger, W.W. 0.3%
Value ($000) $2,565 Shares 6,282 Est. Cost $204.51 Unrealized +81.6%
INTC Intel 0.3%
Value ($000) $2,483 Shares 49,843 Est. Cost $19.28 Unrealized +128.3%
FAST Fastenal 0.3%
Value ($000) $2,442 Shares 50,000 Est. Cost $11.26 Unrealized +84.0%
ADBE Adobe Systems 0.3%
Value ($000) $2,307 Shares 4,613 Est. Cost $385.72 Unrealized +25.2%
ISRG Intuitive Surgical 0.3%
Value ($000) $2,148 Shares 2,625 Est. Cost $101.54 Unrealized +144.5%
PFE Pfizer 0.3%
Value ($000) $2,070 Shares 56,234 Est. Cost $18.34 Unrealized +56.1%
T AT&T 0.2%
Value ($000) $1,981 Shares 68,882 Est. Cost $12.52 Unrealized +22.8%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,797 Shares 11,095 Est. Cost $57.63 Unrealized +158.6%
PPG PPG Industries 0.2%
Value ($000) $1,797 Shares 12,457 Est. Cost $91.06 Unrealized +38.3%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,768 Shares 18,592 Est. Cost $34.41 Unrealized +149.0%
MMM 3M Company 0.2%
Value ($000) $1,572 Shares 8,994 Est. Cost $76.96 Unrealized +52.7%
Tiffany 0.2%
Value ($000) $1,564 Shares 11,900 Est. Cost $75.16 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $1,446 Shares 36,267 Est. Cost $76.03 Unrealized
EPAM EPAM Systems 0.2%
Value ($000) $1,433 Shares 4,000 Est. Cost $149.89 Unrealized +122.7%
RHHBY Roche Holding Ltd ADR 0.2%
Value ($000) $1,429 Shares 32,600 Est. Cost $48.75 Unrealized
CDK Global 0.2%
Value ($000) $1,283 Shares 24,746 Est. Cost $59.68 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1,205 Shares 19,433 Est. Cost $45.68 Unrealized +9.5%
ORLY O'Reilly Automotive 0.1%
Value ($000) $1,172 Shares 2,590 Est. Cost $26.02 Unrealized +16.0%
PM Philip Morris Int'l 0.1%
Value ($000) $1,166 Shares 14,090 Est. Cost $50.11 Unrealized +20.4%
ULTA Ulta Beauty 0.1%
Value ($000) $1,099 Shares 3,827 Est. Cost $246.41 Unrealized +2.7%
PYPL PayPal Holdings 0.1%
Value ($000) $1,010 Shares 4,313 Est. Cost $102.86 Unrealized +101.0%
IBM IBM 0.1%
Value ($000) $973 Shares 7,732 Est. Cost $118.23 Unrealized -21.0%
GILD Gilead Sciences 0.1%
Value ($000) $934 Shares 16,035 Est. Cost $55.92 Unrealized -11.7%
ROST Ross Stores 0.1%
Value ($000) $928 Shares 7,555 Est. Cost $38.79 Unrealized +155.6%
FLO Flowers Foods 0.1%
Value ($000) $911 Shares 40,275 Est. Cost $13.95 Unrealized +34.1%
WELL Welltower 0.1%
Value ($000) $906 Shares 14,025 Est. Cost $54.00 Unrealized -2.1%
Fortune Brands Home & Security 0.1%
Value ($000) $887 Shares 10,347 Est. Cost $66.64 Unrealized
Kellogg 0.1%
Value ($000) $809 Shares 13,000 Est. Cost $38.92 Unrealized +28.5%
HSY Hershey Company 0.1%
Value ($000) $807 Shares 5,295 Est. Cost $72.89 Unrealized +79.7%
CARR Carrier Global 0.1%
Value ($000) $795 Shares 21,070 Est. Cost $17.13 Unrealized +97.4%
TRMB Trimble 0.1%
Value ($000) $723 Shares 10,835 Est. Cost $30.00 Unrealized +91.4%
HPQ HP 0.1%
Value ($000) $681 Shares 27,700 Est. Cost $11.22 Unrealized +56.9%
BAC Bank of America 0.1%
Value ($000) $672 Shares 22,178 Est. Cost $23.90 Unrealized -1.0%
CSX CSX 0.1%
Value ($000) $663 Shares 7,306 Est. Cost $6.66 Unrealized +302.4%
OTIS Otis Worldwide 0.1%
Value ($000) $654 Shares 9,686 Est. Cost $47.48 Unrealized +26.5%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $613 Shares 1,315 Est. Cost $230.43 Unrealized +100.7%
CVS CVS Health 0.1%
Value ($000) $609 Shares 8,911 Est. Cost $57.07 Unrealized -3.2%
JPM JPMorgan Chase 0.1%
Value ($000) $583 Shares 4,589 Est. Cost $56.46 Unrealized +73.8%
CVX Chevron 0.1%
Value ($000) $564 Shares 6,678 Est. Cost $74.20 Unrealized -12.4%
ALCO Alico 0.1%
Value ($000) $554 Shares 17,866 Est. Cost $27.33 Unrealized -0.2%
EOG EOG Resources 0.1%
Value ($000) $487 Shares 9,769 Est. Cost $60.19 Unrealized -43.3%
ILMN Illumina 0.1%
Value ($000) $481 Shares 1,300 Est. Cost $299.11 Unrealized +6.6%
NSC Norfolk Southern 0.1%
Value ($000) $476 Shares 2,005 Est. Cost $107.13 Unrealized +91.1%
TECH Bio-Techne 0.1%
Value ($000) $476 Shares 1,500 Est. Cost $33.97 Unrealized +108.7%
PRU Prudential Financial 0.1%
Value ($000) $468 Shares 6,000 Est. Cost $44.25 Unrealized +27.3%
PGR Progressive 0.1%
Value ($000) $438 Shares 4,428 Est. Cost $29.31 Unrealized +175.0%
CMI Cummins 0.1%
Value ($000) $431 Shares 1,899 Est. Cost $104.10 Unrealized +90.5%
CTAS Cintas 0.1%
Value ($000) $425 Shares 1,203 Est. Cost $49.87 Unrealized +65.7%
NOC Northrop Grumman 0.1%
Value ($000) $416 Shares 1,366 Est. Cost $122.55 Unrealized +129.2%
HSIC Henry Schein 0.0%
Value ($000) $381 Shares 5,704 Est. Cost $52.84 Unrealized +22.1%
GPC Genuine Parts 0.0%
Value ($000) $377 Shares 3,755 Est. Cost $62.69 Unrealized +35.3%
XRAY Dentsply Sirona 0.0%
Value ($000) $361 Shares 6,900 Est. Cost $59.08 Unrealized -16.5%
EQR Equity Residential Properties 0.0%
Value ($000) $360 Shares 6,072 Est. Cost $32.31 Unrealized +43.2%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $348 Shares 1 Est. Cost $199512.94 Unrealized +65.8%
LHX L3 Harris Technologies 0.0%
Value ($000) $347 Shares 1,834 Est. Cost $180.55 Unrealized -8.7%
MDLZ Mondelez Int'l 0.0%
Value ($000) $345 Shares 5,899 Est. Cost $28.45 Unrealized +76.2%
Stericycle 0.0%
Value ($000) $336 Shares 4,850 Est. Cost $96.41 Unrealized
WEX WEX 0.0%
Value ($000) $332 Shares 1,630 Est. Cost $119.90 Unrealized +40.3%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $328 Shares 27,700 Est. Cost $6.50 Unrealized +38.4%
CAT Caterpillar 0.0%
Value ($000) $301 Shares 1,653 Est. Cost $128.45 Unrealized +19.9%
CNMD Conmed 0.0%
Value ($000) $294 Shares 2,625 Est. Cost $77.85 Unrealized +16.4%
CHTR Charter Communications 0.0%
Value ($000) $292 Shares 441 Est. Cost $507.25 Unrealized +25.5%
DUK Duke Energy 0.0%
Value ($000) $287 Shares 3,130 Est. Cost $42.75 Unrealized +77.0%
TXN Texas Instruments 0.0%
Value ($000) $274 Shares 1,672 Est. Cost $100.99 Unrealized +33.3%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $262 Shares 13,000 Est. Cost $19.08 Unrealized
FDX FedEx 0.0%
Value ($000) $254 Shares 978 Est. Cost $180.94 Unrealized +38.8%
META Facebook 0.0%
Value ($000) $253 Shares 928 Est. Cost $272.24 Unrealized 0.0%
PRAA PRA Group 0.0%
Value ($000) $246 Shares 6,200 Est. Cost $31.71 Unrealized +25.1%
ORCL Oracle 0.0%
Value ($000) $243 Shares 3,754 Est. Cost $48.99 Unrealized +13.3%
SMG Scotts Miracle-Gro 0.0%
Value ($000) $239 Shares 1,200 Est. Cost $142.37 Unrealized 0.0%
MO Altria 0.0%
Value ($000) $238 Shares 5,800 Est. Cost $25.84 Unrealized +3.3%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $237 Shares 870 Est. Cost $198.31 Unrealized +41.3%
INGR Ingredion 0.0%
Value ($000) $236 Shares 3,000 Est. Cost $80.34 Unrealized -4.0%
CTSH Cognizant Technology 0.0%
Value ($000) $231 Shares 2,818 Est. Cost $70.34 Unrealized 0.0%
EFX Equifax 0.0%
Value ($000) $231 Shares 1,200 Est. Cost $162.01 Unrealized 0.0%
HEI HEICO 0.0%
Value ($000) $229 Shares 1,733 Est. Cost $122.00 Unrealized 0.0%
UNH United Health Group 0.0%
Value ($000) $226 Shares 644 Est. Cost $308.19 Unrealized 0.0%
Marathon Oil 0.0%
Value ($000) $224 Shares 33,588 Est. Cost $13.56 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $224 Shares 6,690 Est. Cost $24.49 Unrealized 0.0%
ALL Allstate 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $86.64 Unrealized 0.0%
TSLA Tesla Motors 0.0%
Value ($000) $208 Shares 295 Est. Cost $170.65 Unrealized 0.0%
Weingarten Realty 0.0%
Value ($000) $207 Shares 9,575 Est. Cost $35.14 Unrealized
WSM Williams Sonoma 0.0%
Value ($000) $204 Shares 2,000 Est. Cost $46.50 Unrealized 0.0%
General Electric 0.0%
Value ($000) $143 Shares 13,274 Est. Cost $17.79 Unrealized
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized