WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 19, 2021

Total Value ($000): $893,375 (100.0% shares, 0.0% debt)

Holdings (153)

MA Mastercard 5.8%
Value ($000) $51,477 Shares 140,999 Est. Cost $72.81 Unrealized +397.5%
AAPL Apple 5.6%
Value ($000) $49,694 Shares 362,833 Est. Cost $83.44 Unrealized +51.5%
ADP Automatic Data Processing 4.5%
Value ($000) $39,867 Shares 200,721 Est. Cost $45.45 Unrealized +287.9%
MSFT Microsoft 4.3%
Value ($000) $38,167 Shares 140,891 Est. Cost $45.66 Unrealized +436.0%
SYK Stryker 3.7%
Value ($000) $33,056 Shares 127,272 Est. Cost $71.12 Unrealized +242.4%
NKE NIKE 'B' 3.7%
Value ($000) $33,008 Shares 213,657 Est. Cost $43.43 Unrealized +189.4%
TJX TJX Companies 3.2%
Value ($000) $28,531 Shares 423,183 Est. Cost $33.83 Unrealized +88.2%
ABT Abbott Labs 2.9%
Value ($000) $25,476 Shares 219,754 Est. Cost $38.76 Unrealized +176.7%
ECL Ecolab 2.7%
Value ($000) $24,460 Shares 118,756 Est. Cost $74.34 Unrealized +177.5%
DHR Danaher 2.6%
Value ($000) $22,917 Shares 85,397 Est. Cost $49.81 Unrealized +336.0%
INTU Intuit 2.4%
Value ($000) $21,531 Shares 43,925 Est. Cost $65.82 Unrealized +540.3%
MKC McCormick 2.2%
Value ($000) $20,014 Shares 226,605 Est. Cost $57.05 Unrealized +41.5%
FISV Fiserv 2.2%
Value ($000) $19,879 Shares 185,973 Est. Cost $50.14 Unrealized +131.9%
JNJ Johnson & Johnson 2.0%
Value ($000) $18,104 Shares 109,893 Est. Cost $62.43 Unrealized +132.1%
MCD McDonald's 2.0%
Value ($000) $18,048 Shares 78,135 Est. Cost $73.60 Unrealized +184.4%
CHD Church & Dwight 2.0%
Value ($000) $17,590 Shares 206,402 Est. Cost $35.67 Unrealized +129.6%
NEE NextEra Energy 1.8%
Value ($000) $16,520 Shares 225,435 Est. Cost $55.92 Unrealized +18.9%
GOOGL Alphabet Class A 1.7%
Value ($000) $15,415 Shares 6,313 Est. Cost $44.72 Unrealized +159.2%
BR Broadridge Financial Solutions 1.7%
Value ($000) $15,142 Shares 93,744 Est. Cost $62.02 Unrealized +138.2%
IDXX IDEXX Labs 1.7%
Value ($000) $15,086 Shares 23,887 Est. Cost $66.90 Unrealized +725.4%
AMT American Tower 1.5%
Value ($000) $13,438 Shares 49,743 Est. Cost $99.30 Unrealized +122.8%
PG Procter & Gamble 1.4%
Value ($000) $12,507 Shares 92,694 Est. Cost $57.85 Unrealized +108.7%
PEP PepsiCo 1.4%
Value ($000) $12,439 Shares 83,948 Est. Cost $71.30 Unrealized +76.9%
ABBV AbbVie 1.3%
Value ($000) $11,793 Shares 104,700 Est. Cost $31.43 Unrealized +201.5%
AMZN Amazon.com 1.3%
Value ($000) $11,731 Shares 3,410 Est. Cost $58.16 Unrealized +185.8%
FDS FactSet Research Systems 1.3%
Value ($000) $11,455 Shares 34,132 Est. Cost $93.65 Unrealized +234.6%
KO Coca-Cola 1.2%
Value ($000) $10,539 Shares 194,768 Est. Cost $27.85 Unrealized +69.7%
ACN Accenture 'A' 1.1%
Value ($000) $10,058 Shares 34,118 Est. Cost $83.90 Unrealized +219.6%
DIS Disney, Walt 1.0%
Value ($000) $9,194 Shares 52,305 Est. Cost $92.70 Unrealized +89.5%
HD Home Depot 1.0%
Value ($000) $9,167 Shares 28,747 Est. Cost $121.42 Unrealized +133.8%
LLY Lilly, Eli 1.0%
Value ($000) $9,139 Shares 39,816 Est. Cost $43.48 Unrealized +341.3%
PFF iShares S&P US Pfd ETF 1.0%
Value ($000) $8,592 Shares 218,423 Est. Cost $37.36 Unrealized
BF/B Brown-Forman 'B' 0.9%
Value ($000) $8,426 Shares 112,434 Est. Cost $32.20 Unrealized +115.3%
CL Colgate-Palmolive 0.9%
Value ($000) $8,054 Shares 99,000 Est. Cost $44.45 Unrealized +65.2%
QCOM QUALCOMM 0.8%
Value ($000) $7,524 Shares 52,639 Est. Cost $73.36 Unrealized +66.5%
EW Edwards Lifesciences 0.8%
Value ($000) $7,159 Shares 69,125 Est. Cost $70.07 Unrealized +34.5%
EL Estee Lauder 0.8%
Value ($000) $7,021 Shares 22,074 Est. Cost $87.13 Unrealized +224.7%
SHW Sherwin-Williams 0.7%
Value ($000) $6,691 Shares 24,560 Est. Cost $237.12 Unrealized +10.9%
WSO Watsco 0.7%
Value ($000) $6,650 Shares 23,200 Est. Cost $153.09 Unrealized +87.0%
XOM ExxonMobil 0.7%
Value ($000) $6,198 Shares 98,249 Est. Cost $53.89 Unrealized -7.2%
COST Costco Wholesale 0.7%
Value ($000) $6,048 Shares 15,285 Est. Cost $284.58 Unrealized +26.2%
BDX Becton, Dickinson 0.7%
Value ($000) $5,819 Shares 23,926 Est. Cost $170.84 Unrealized +30.0%
SYY Sysco 0.6%
Value ($000) $5,262 Shares 67,680 Est. Cost $24.84 Unrealized +187.1%
RTX Raytheon Technologies 0.6%
Value ($000) $5,024 Shares 58,895 Est. Cost $54.61 Unrealized +38.7%
HON Honeywell Int'l 0.6%
Value ($000) $5,017 Shares 22,872 Est. Cost $114.63 Unrealized +67.6%
APD Air Products & Chemicals 0.6%
Value ($000) $4,979 Shares 17,307 Est. Cost $69.50 Unrealized +275.1%
LOW Lowe's 0.6%
Value ($000) $4,974 Shares 25,641 Est. Cost $44.88 Unrealized +300.0%
ITW Illinois Tool Works 0.6%
Value ($000) $4,932 Shares 22,060 Est. Cost $64.66 Unrealized +217.0%
PAYX Paychex 0.5%
Value ($000) $4,768 Shares 44,437 Est. Cost $28.28 Unrealized +212.1%
DG Dollar General 0.5%
Value ($000) $4,709 Shares 21,762 Est. Cost $183.60 Unrealized +6.5%
MPC Marathon Petroleum 0.5%
Value ($000) $4,697 Shares 77,734 Est. Cost $37.92 Unrealized +37.9%
WMT Walmart 0.5%
Value ($000) $4,631 Shares 32,839 Est. Cost $20.96 Unrealized +109.0%
VZ Verizon Communications 0.5%
Value ($000) $4,257 Shares 75,971 Est. Cost $29.89 Unrealized +45.3%
ZTS Zoetis 0.5%
Value ($000) $4,117 Shares 22,092 Est. Cost $92.34 Unrealized +80.3%
V Visa 0.5%
Value ($000) $4,112 Shares 17,585 Est. Cost $104.73 Unrealized +111.0%
MRK Merck 0.5%
Value ($000) $4,036 Shares 51,902 Est. Cost $41.45 Unrealized +54.8%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $3,965 Shares 14,268 Est. Cost $161.09 Unrealized +73.5%
SBUX Starbucks 0.4%
Value ($000) $3,921 Shares 35,065 Est. Cost $42.97 Unrealized +136.6%
EMR Emerson Electric 0.4%
Value ($000) $3,591 Shares 37,318 Est. Cost $41.53 Unrealized +105.9%
UNP Union Pacific 0.4%
Value ($000) $3,514 Shares 15,980 Est. Cost $75.59 Unrealized +165.1%
BCPC Balchem 0.4%
Value ($000) $3,495 Shares 26,627 Est. Cost $48.33 Unrealized +159.3%
NVO Novo Nordisk ADR 0.4%
Value ($000) $3,464 Shares 41,350 Est. Cost $68.55 Unrealized
DE Deere & Company 0.4%
Value ($000) $3,396 Shares 9,629 Est. Cost $68.53 Unrealized +400.3%
ADBE Adobe 0.4%
Value ($000) $3,151 Shares 5,381 Est. Cost $400.41 Unrealized +28.7%
CSCO Cisco Systems 0.3%
Value ($000) $3,056 Shares 57,662 Est. Cost $15.33 Unrealized +199.0%
INTC Intel 0.3%
Value ($000) $2,770 Shares 49,336 Est. Cost $19.28 Unrealized +177.9%
AMGN Amgen 0.3%
Value ($000) $2,754 Shares 11,299 Est. Cost $73.61 Unrealized +188.7%
GWW Grainger, W.W. 0.3%
Value ($000) $2,752 Shares 6,282 Est. Cost $204.51 Unrealized +105.5%
FAST Fastenal 0.3%
Value ($000) $2,584 Shares 49,700 Est. Cost $11.26 Unrealized +106.8%
EXPD Expeditors Int'l 0.3%
Value ($000) $2,524 Shares 19,936 Est. Cost $39.62 Unrealized +181.8%
ISRG Intuitive Surgical 0.3%
Value ($000) $2,414 Shares 2,625 Est. Cost $101.54 Unrealized +176.3%
PFE Pfizer 0.2%
Value ($000) $2,171 Shares 55,434 Est. Cost $18.34 Unrealized +69.0%
PPG PPG Industries 0.2%
Value ($000) $2,115 Shares 12,457 Est. Cost $91.06 Unrealized +71.7%
Walgreens Boots Alliance 0.2%
Value ($000) $1,907 Shares 36,253 Est. Cost $76.03 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,767 Shares 8,894 Est. Cost $77.54 Unrealized +81.1%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,718 Shares 10,510 Est. Cost $57.63 Unrealized +161.7%
T AT&T 0.2%
Value ($000) $1,605 Shares 55,760 Est. Cost $12.62 Unrealized +34.6%
EPAM EPAM Systems 0.2%
Value ($000) $1,584 Shares 3,100 Est. Cost $149.89 Unrealized +212.6%
ORLY O'Reilly Automotive 0.2%
Value ($000) $1,518 Shares 2,681 Est. Cost $26.18 Unrealized +37.1%
PM Philip Morris Int'l 0.2%
Value ($000) $1,451 Shares 14,641 Est. Cost $50.90 Unrealized +50.1%
ULTA Ulta Beauty 0.2%
Value ($000) $1,379 Shares 3,987 Est. Cost $249.68 Unrealized +31.3%
PYPL PayPal Holdings 0.2%
Value ($000) $1,345 Shares 4,616 Est. Cost $113.28 Unrealized +132.6%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1,223 Shares 18,299 Est. Cost $45.68 Unrealized +18.0%
CSX CSX 0.1%
Value ($000) $1,171 Shares 36,504 Est. Cost $26.09 Unrealized +18.7%
IBM IBM 0.1%
Value ($000) $1,133 Shares 7,732 Est. Cost $118.23 Unrealized -4.1%
CDK Global 0.1%
Value ($000) $1,127 Shares 22,678 Est. Cost $59.68 Unrealized
POLIX Polen Growth Fund Inst CL 0.1%
Value ($000) $1,060 Shares 20,140 Est. Cost $52.63 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $1,032 Shares 14,985 Est. Cost $55.92 Unrealized -0.1%
Fortune Brands Home & Security 0.1%
Value ($000) $1,031 Shares 10,347 Est. Cost $66.64 Unrealized
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $1,017 Shares 21,650 Est. Cost $48.75 Unrealized
FLO Flowers Foods 0.1%
Value ($000) $981 Shares 40,525 Est. Cost $13.95 Unrealized +42.2%
CARR Carrier Global 0.1%
Value ($000) $974 Shares 20,040 Est. Cost $17.13 Unrealized +145.0%
HSY Hershey Company 0.1%
Value ($000) $927 Shares 5,320 Est. Cost $72.89 Unrealized +106.7%
BAC Bank of America 0.1%
Value ($000) $920 Shares 22,318 Est. Cost $23.90 Unrealized +52.9%
ROST Ross Stores 0.1%
Value ($000) $887 Shares 7,155 Est. Cost $38.79 Unrealized +205.1%
CVS CVS Health 0.1%
Value ($000) $840 Shares 10,064 Est. Cost $58.63 Unrealized +20.2%
Kellogg 0.1%
Value ($000) $836 Shares 13,000 Est. Cost $38.92 Unrealized +32.5%
HPQ HP 0.1%
Value ($000) $836 Shares 27,700 Est. Cost $11.22 Unrealized +142.3%
TRMB Trimble 0.1%
Value ($000) $805 Shares 9,835 Est. Cost $30.00 Unrealized +165.0%
JPM JPMorgan Chase 0.1%
Value ($000) $793 Shares 5,098 Est. Cost $63.83 Unrealized +118.9%
EQR Equity Residential Properties 0.1%
Value ($000) $768 Shares 9,970 Est. Cost $43.71 Unrealized +44.3%
CVX Chevron 0.1%
Value ($000) $699 Shares 6,678 Est. Cost $74.20 Unrealized +17.4%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $689 Shares 1,365 Est. Cost $239.16 Unrealized +94.8%
OTIS Otis Worldwide 0.1%
Value ($000) $671 Shares 8,209 Est. Cost $47.48 Unrealized +51.0%
ALCO Alico 0.1%
Value ($000) $636 Shares 17,866 Est. Cost $27.33 Unrealized +3.9%
PRU Prudential Financial 0.1%
Value ($000) $615 Shares 6,000 Est. Cost $44.25 Unrealized +84.8%
TECH Bio-Techne 0.1%
Value ($000) $608 Shares 1,350 Est. Cost $33.97 Unrealized +203.8%
ILMN Illumina 0.1%
Value ($000) $589 Shares 1,245 Est. Cost $299.11 Unrealized +34.7%
EOG EOG Resources 0.1%
Value ($000) $547 Shares 6,559 Est. Cost $60.19 Unrealized +4.4%
NSC Norfolk Southern 0.1%
Value ($000) $532 Shares 2,005 Est. Cost $110.70 Unrealized +126.1%
WELL Welltower 0.1%
Value ($000) $507 Shares 6,100 Est. Cost $58.68 Unrealized +15.8%
NOC Northrop Grumman 0.1%
Value ($000) $496 Shares 1,366 Est. Cost $122.55 Unrealized +172.4%
GPC Genuine Parts 0.1%
Value ($000) $475 Shares 3,755 Est. Cost $62.69 Unrealized +76.7%
GNRC Generac Holdings 0.1%
Value ($000) $468 Shares 1,127 Est. Cost $335.49 Unrealized 0.0%
DUK Duke Energy 0.1%
Value ($000) $464 Shares 4,697 Est. Cost $53.66 Unrealized +56.3%
CMI Cummins 0.1%
Value ($000) $463 Shares 1,899 Est. Cost $104.10 Unrealized +119.3%
Marathon Oil 0.1%
Value ($000) $457 Shares 33,588 Est. Cost $13.56 Unrealized
XRAY Dentsply Sirona 0.0%
Value ($000) $436 Shares 6,900 Est. Cost $59.08 Unrealized +11.5%
PGR Progressive 0.0%
Value ($000) $426 Shares 4,333 Est. Cost $29.31 Unrealized +201.9%
HSIC Henry Schein 0.0%
Value ($000) $423 Shares 5,704 Est. Cost $52.84 Unrealized +42.6%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $419 Shares 1 Est. Cost $199512.94 Unrealized +110.7%
HEI HEICO 0.0%
Value ($000) $416 Shares 2,986 Est. Cost $128.39 Unrealized +7.5%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $404 Shares 27,700 Est. Cost $6.50 Unrealized +111.7%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $402 Shares 19,500 Est. Cost $19.44 Unrealized
LHX L3 Harris Technologies 0.0%
Value ($000) $396 Shares 1,830 Est. Cost $180.55 Unrealized +8.3%
MDLZ Mondelez Int'l 0.0%
Value ($000) $367 Shares 5,882 Est. Cost $28.45 Unrealized +91.9%
CNMD Conmed 0.0%
Value ($000) $361 Shares 2,625 Est. Cost $77.85 Unrealized +68.8%
CAT Caterpillar 0.0%
Value ($000) $360 Shares 1,653 Est. Cost $128.45 Unrealized +64.9%
META Facebook 0.0%
Value ($000) $347 Shares 999 Est. Cost $275.25 Unrealized +15.7%
DOC Healthpeak Properties 0.0%
Value ($000) $346 Shares 10,400 Est. Cost $23.46 Unrealized +11.7%
CTAS Cintas 0.0%
Value ($000) $343 Shares 898 Est. Cost $56.51 Unrealized +50.3%
CHTR Charter Communications 0.0%
Value ($000) $333 Shares 461 Est. Cost $514.09 Unrealized +30.9%
TXN Texas Instruments 0.0%
Value ($000) $330 Shares 1,715 Est. Cost $102.42 Unrealized +60.3%
ORCL Oracle 0.0%
Value ($000) $326 Shares 4,188 Est. Cost $50.50 Unrealized +45.7%
EQIX Equinix REIT 0.0%
Value ($000) $324 Shares 404 Est. Cost $678.92 Unrealized 0.0%
WSM Williams Sonoma 0.0%
Value ($000) $319 Shares 2,000 Est. Cost $46.50 Unrealized +67.5%
WEX WEX 0.0%
Value ($000) $315 Shares 1,624 Est. Cost $119.90 Unrealized +71.0%
EFX Equifax 0.0%
Value ($000) $287 Shares 1,200 Est. Cost $162.01 Unrealized +33.5%
MO Altria 0.0%
Value ($000) $277 Shares 5,800 Est. Cost $25.84 Unrealized +31.5%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $276 Shares 889 Est. Cost $200.12 Unrealized +39.3%
UNH United Health Group 0.0%
Value ($000) $272 Shares 679 Est. Cost $308.99 Unrealized +19.4%
INGR Ingredion 0.0%
Value ($000) $272 Shares 3,000 Est. Cost $80.34 Unrealized +16.2%
ALL Allstate 0.0%
Value ($000) $261 Shares 2,000 Est. Cost $86.64 Unrealized +33.1%
COP ConocoPhillips 0.0%
Value ($000) $247 Shares 4,051 Est. Cost $41.39 Unrealized +14.0%
POOL Pool 0.0%
Value ($000) $235 Shares 513 Est. Cost $398.28 Unrealized 0.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $233 Shares 1,250 Est. Cost $29.45 Unrealized +15.2%
PRAA PRA Group 0.0%
Value ($000) $233 Shares 6,050 Est. Cost $31.71 Unrealized +21.2%
SMG Scotts Miracle-Gro 0.0%
Value ($000) $230 Shares 1,200 Est. Cost $142.37 Unrealized +29.4%
WY Weyerhaeuser 0.0%
Value ($000) $230 Shares 6,680 Est. Cost $24.49 Unrealized +24.6%
GOOG Alphabet Class C 0.0%
Value ($000) $213 Shares 85 Est. Cost $118.29 Unrealized 0.0%
FDX FedEx 0.0%
Value ($000) $210 Shares 703 Est. Cost $180.94 Unrealized +49.4%
General Electric 0.0%
Value ($000) $179 Shares 13,274 Est. Cost $17.67 Unrealized
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized