WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 19, 2021

Total Value ($000): $896,971 (100.0% shares, 0.0% debt)

Holdings (153)

AAPL Apple 5.7%
Value ($000) $50,687 Shares 358,213 Est. Cost $83.44 Unrealized +72.5%
MA Mastercard 5.4%
Value ($000) $48,713 Shares 140,108 Est. Cost $72.81 Unrealized +387.2%
ADP Automatic Data Processing 4.4%
Value ($000) $39,795 Shares 199,056 Est. Cost $45.45 Unrealized +313.0%
MSFT Microsoft 4.4%
Value ($000) $39,665 Shares 140,696 Est. Cost $45.66 Unrealized +514.8%
SYK Stryker 3.8%
Value ($000) $33,799 Shares 128,162 Est. Cost $71.12 Unrealized +258.8%
NKE NIKE 'B' 3.4%
Value ($000) $30,550 Shares 210,357 Est. Cost $43.43 Unrealized +251.3%
TJX TJX Companies 3.2%
Value ($000) $28,705 Shares 435,061 Est. Cost $34.69 Unrealized +88.6%
DHR Danaher 2.9%
Value ($000) $26,061 Shares 85,602 Est. Cost $49.81 Unrealized +435.6%
ABT Abbott Labs 2.9%
Value ($000) $25,954 Shares 219,704 Est. Cost $38.76 Unrealized +192.7%
ECL Ecolab 2.8%
Value ($000) $24,789 Shares 118,826 Est. Cost $74.34 Unrealized +180.5%
INTU Intuit 2.5%
Value ($000) $22,592 Shares 41,875 Est. Cost $65.82 Unrealized +696.8%
FISV Fiserv 2.3%
Value ($000) $20,389 Shares 187,918 Est. Cost $50.77 Unrealized +120.0%
MCD McDonald's 2.1%
Value ($000) $18,875 Shares 78,285 Est. Cost $73.60 Unrealized +193.3%
MKC McCormick 2.0%
Value ($000) $18,330 Shares 226,210 Est. Cost $57.05 Unrealized +36.7%
NEE NextEra Energy 2.0%
Value ($000) $18,002 Shares 229,265 Est. Cost $56.19 Unrealized +27.9%
JNJ Johnson & Johnson 2.0%
Value ($000) $17,794 Shares 110,178 Est. Cost $62.43 Unrealized +140.7%
CHD Church & Dwight 1.9%
Value ($000) $17,263 Shares 209,074 Est. Cost $36.24 Unrealized +122.1%
GOOGL Alphabet Class A 1.9%
Value ($000) $16,881 Shares 6,314 Est. Cost $44.72 Unrealized +202.0%
BR Broadridge Financial Solutions 1.9%
Value ($000) $16,722 Shares 100,349 Est. Cost $68.34 Unrealized +131.2%
IDXX IDEXX Labs 1.6%
Value ($000) $14,131 Shares 22,722 Est. Cost $66.90 Unrealized +904.4%
FDS FactSet Research Systems 1.5%
Value ($000) $13,396 Shares 33,932 Est. Cost $93.65 Unrealized +272.4%
PG Procter & Gamble 1.5%
Value ($000) $13,140 Shares 93,994 Est. Cost $58.81 Unrealized +116.4%
PEP PepsiCo 1.5%
Value ($000) $13,115 Shares 87,198 Est. Cost $73.68 Unrealized +83.2%
AMT American Tower 1.5%
Value ($000) $13,066 Shares 49,228 Est. Cost $99.30 Unrealized +150.4%
ABBV AbbVie 1.3%
Value ($000) $11,479 Shares 106,413 Est. Cost $32.49 Unrealized +199.2%
AMZN Amazon.com 1.2%
Value ($000) $11,123 Shares 3,386 Est. Cost $58.16 Unrealized +196.6%
ACN Accenture 'A' 1.2%
Value ($000) $10,565 Shares 33,023 Est. Cost $83.90 Unrealized +264.1%
KO Coca-Cola 1.1%
Value ($000) $10,280 Shares 195,925 Est. Cost $27.85 Unrealized +75.2%
HD Home Depot 1.1%
Value ($000) $9,469 Shares 28,847 Est. Cost $121.42 Unrealized +142.6%
LLY Lilly, Eli 1.0%
Value ($000) $9,327 Shares 40,366 Est. Cost $46.12 Unrealized +413.2%
DIS Disney, Walt 1.0%
Value ($000) $8,848 Shares 52,305 Est. Cost $92.70 Unrealized +87.9%
PFF iShares S&P US Pfd ETF 1.0%
Value ($000) $8,546 Shares 220,198 Est. Cost $37.36 Unrealized
EW Edwards Lifesciences 0.9%
Value ($000) $7,961 Shares 70,325 Est. Cost $70.82 Unrealized +61.2%
BF/B Brown-Forman 'B' 0.8%
Value ($000) $7,494 Shares 111,832 Est. Cost $32.20 Unrealized +100.6%
CL Colgate-Palmolive 0.8%
Value ($000) $7,430 Shares 98,300 Est. Cost $44.45 Unrealized +61.3%
SHW Sherwin-Williams 0.8%
Value ($000) $7,042 Shares 25,175 Est. Cost $238.20 Unrealized +18.1%
WSO Watsco 0.8%
Value ($000) $6,926 Shares 26,175 Est. Cost $167.56 Unrealized +67.3%
COST Costco Wholesale 0.8%
Value ($000) $6,837 Shares 15,215 Est. Cost $284.58 Unrealized +47.0%
QCOM QUALCOMM 0.8%
Value ($000) $6,787 Shares 52,620 Est. Cost $73.36 Unrealized +75.6%
EL Estee Lauder 0.7%
Value ($000) $6,682 Shares 22,279 Est. Cost $87.13 Unrealized +250.4%
XOM ExxonMobil 0.6%
Value ($000) $5,779 Shares 98,249 Est. Cost $53.89 Unrealized -10.1%
SYY Sysco 0.6%
Value ($000) $5,364 Shares 68,325 Est. Cost $24.84 Unrealized +172.9%
RTX Raytheon Technologies 0.6%
Value ($000) $5,195 Shares 60,430 Est. Cost $55.18 Unrealized +40.3%
LOW Lowe's 0.6%
Value ($000) $5,141 Shares 25,341 Est. Cost $44.88 Unrealized +309.0%
PAYX Paychex 0.6%
Value ($000) $5,019 Shares 44,637 Est. Cost $28.28 Unrealized +251.0%
DG Dollar General 0.6%
Value ($000) $4,982 Shares 23,484 Est. Cost $185.57 Unrealized +13.4%
HON Honeywell Int'l 0.5%
Value ($000) $4,869 Shares 22,937 Est. Cost $114.63 Unrealized +69.8%
MPC Marathon Petroleum 0.5%
Value ($000) $4,805 Shares 77,734 Est. Cost $37.92 Unrealized +36.6%
ITW Illinois Tool Works 0.5%
Value ($000) $4,615 Shares 22,335 Est. Cost $66.37 Unrealized +205.7%
BDX Becton, Dickinson 0.5%
Value ($000) $4,612 Shares 18,761 Est. Cost $170.84 Unrealized +33.5%
WMT Walmart 0.5%
Value ($000) $4,577 Shares 32,839 Est. Cost $20.96 Unrealized +116.9%
APD Air Products & Chemicals 0.5%
Value ($000) $4,407 Shares 17,207 Est. Cost $69.50 Unrealized +255.3%
ZTS Zoetis 0.5%
Value ($000) $4,357 Shares 22,442 Est. Cost $93.92 Unrealized +106.3%
VZ Verizon Communications 0.5%
Value ($000) $4,273 Shares 79,106 Est. Cost $30.38 Unrealized +39.3%
V Visa 0.4%
Value ($000) $4,024 Shares 18,064 Est. Cost $107.97 Unrealized +110.2%
NVO Novo Nordisk ADR 0.4%
Value ($000) $4,015 Shares 41,819 Est. Cost $68.86 Unrealized
BCPC Balchem 0.4%
Value ($000) $3,877 Shares 26,727 Est. Cost $48.33 Unrealized +172.7%
MRK Merck 0.4%
Value ($000) $3,829 Shares 50,982 Est. Cost $41.45 Unrealized +59.6%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $3,810 Shares 13,960 Est. Cost $161.09 Unrealized +74.3%
SBUX Starbucks 0.4%
Value ($000) $3,800 Shares 34,450 Est. Cost $42.97 Unrealized +146.0%
EMR Emerson Electric 0.4%
Value ($000) $3,515 Shares 37,318 Est. Cost $41.53 Unrealized +119.6%
DE Deere & Company 0.4%
Value ($000) $3,226 Shares 9,629 Est. Cost $68.53 Unrealized +395.1%
CSCO Cisco Systems 0.4%
Value ($000) $3,195 Shares 58,701 Est. Cost $15.93 Unrealized +209.0%
ADBE Adobe 0.4%
Value ($000) $3,173 Shares 5,511 Est. Cost $405.81 Unrealized +55.1%
UNP Union Pacific 0.4%
Value ($000) $3,147 Shares 16,055 Est. Cost $75.59 Unrealized +158.3%
INTC Intel 0.3%
Value ($000) $2,666 Shares 50,036 Est. Cost $19.71 Unrealized +152.8%
ISRG Intuitive Surgical 0.3%
Value ($000) $2,610 Shares 2,625 Est. Cost $101.54 Unrealized +230.7%
FAST Fastenal 0.3%
Value ($000) $2,596 Shares 50,300 Est. Cost $11.42 Unrealized +113.8%
GWW Grainger, W.W. 0.3%
Value ($000) $2,469 Shares 6,282 Est. Cost $204.51 Unrealized +102.8%
AMGN Amgen 0.3%
Value ($000) $2,403 Shares 11,299 Est. Cost $73.61 Unrealized +172.0%
PFE Pfizer 0.3%
Value ($000) $2,384 Shares 55,434 Est. Cost $18.34 Unrealized +94.5%
EXPD Expeditors Int'l 0.3%
Value ($000) $2,375 Shares 19,936 Est. Cost $39.62 Unrealized +199.7%
PPG PPG Industries 0.2%
Value ($000) $1,781 Shares 12,457 Est. Cost $91.06 Unrealized +61.1%
EPAM EPAM Systems 0.2%
Value ($000) $1,768 Shares 3,100 Est. Cost $149.89 Unrealized +292.6%
Walgreens Boots Alliance 0.2%
Value ($000) $1,740 Shares 36,988 Est. Cost $75.46 Unrealized
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,716 Shares 10,460 Est. Cost $57.63 Unrealized +182.4%
ORLY O'Reilly Automotive 0.2%
Value ($000) $1,675 Shares 2,741 Est. Cost $26.48 Unrealized +51.2%
ULTA Ulta Beauty 0.2%
Value ($000) $1,642 Shares 4,549 Est. Cost $263.46 Unrealized +37.1%
MMM 3M Company 0.2%
Value ($000) $1,579 Shares 9,004 Est. Cost $78.27 Unrealized +75.5%
T AT&T 0.2%
Value ($000) $1,496 Shares 55,370 Est. Cost $12.62 Unrealized +27.3%
PM Philip Morris Int'l 0.2%
Value ($000) $1,439 Shares 15,181 Est. Cost $51.97 Unrealized +56.0%
PYPL PayPal Holdings 0.1%
Value ($000) $1,226 Shares 4,711 Est. Cost $116.70 Unrealized +142.6%
CSX CSX 0.1%
Value ($000) $1,086 Shares 36,504 Est. Cost $26.09 Unrealized +15.5%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1,083 Shares 18,299 Est. Cost $45.68 Unrealized +20.0%
IBM IBM 0.1%
Value ($000) $1,074 Shares 7,732 Est. Cost $118.23 Unrealized -5.2%
CARR Carrier Global 0.1%
Value ($000) $1,069 Shares 20,660 Est. Cost $18.14 Unrealized +179.6%
GILD Gilead Sciences 0.1%
Value ($000) $1,047 Shares 14,985 Est. Cost $55.92 Unrealized +6.2%
CDK Global 0.1%
Value ($000) $965 Shares 22,678 Est. Cost $59.68 Unrealized
FLO Flowers Foods 0.1%
Value ($000) $958 Shares 40,525 Est. Cost $13.95 Unrealized +40.3%
BAC Bank of America 0.1%
Value ($000) $947 Shares 22,318 Est. Cost $23.90 Unrealized +51.0%
Fortune Brands Home & Security 0.1%
Value ($000) $925 Shares 10,347 Est. Cost $66.64 Unrealized
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $903 Shares 19,850 Est. Cost $48.75 Unrealized
HSY Hershey Company 0.1%
Value ($000) $900 Shares 5,320 Est. Cost $72.89 Unrealized +117.9%
JPM JPMorgan Chase 0.1%
Value ($000) $882 Shares 5,391 Est. Cost $67.99 Unrealized +106.4%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $860 Shares 1,505 Est. Cost $267.37 Unrealized +102.9%
CVS CVS Health 0.1%
Value ($000) $854 Shares 10,064 Est. Cost $58.63 Unrealized +23.7%
Kellogg 0.1%
Value ($000) $831 Shares 13,000 Est. Cost $38.92 Unrealized +32.0%
TRMB Trimble 0.1%
Value ($000) $809 Shares 9,835 Est. Cost $30.00 Unrealized +192.8%
EQR Equity Residential Properties 0.1%
Value ($000) $807 Shares 9,970 Est. Cost $43.71 Unrealized +58.9%
ROST Ross Stores 0.1%
Value ($000) $779 Shares 7,155 Est. Cost $38.79 Unrealized +193.8%
HPQ HP 0.1%
Value ($000) $758 Shares 27,700 Est. Cost $11.22 Unrealized +119.2%
OTIS Otis Worldwide 0.1%
Value ($000) $736 Shares 8,941 Est. Cost $50.32 Unrealized +63.3%
CVX Chevron 0.1%
Value ($000) $677 Shares 6,678 Est. Cost $74.20 Unrealized +12.3%
PRU Prudential Financial 0.1%
Value ($000) $631 Shares 6,000 Est. Cost $44.25 Unrealized +88.5%
ALCO Alico 0.1%
Value ($000) $612 Shares 17,866 Est. Cost $27.33 Unrealized +20.1%
TECH Bio-Techne 0.1%
Value ($000) $606 Shares 1,250 Est. Cost $33.97 Unrealized +251.6%
EOG EOG Resources 0.1%
Value ($000) $526 Shares 6,559 Est. Cost $60.19 Unrealized -2.3%
ILMN Illumina 0.1%
Value ($000) $505 Shares 1,245 Est. Cost $299.11 Unrealized +53.8%
WELL Welltower 0.1%
Value ($000) $503 Shares 6,100 Est. Cost $58.68 Unrealized +30.9%
NOC Northrop Grumman 0.1%
Value ($000) $492 Shares 1,366 Est. Cost $122.55 Unrealized +174.5%
NSC Norfolk Southern 0.1%
Value ($000) $471 Shares 1,970 Est. Cost $110.70 Unrealized +110.9%
Marathon Oil 0.1%
Value ($000) $459 Shares 33,588 Est. Cost $13.56 Unrealized
DUK Duke Energy 0.1%
Value ($000) $458 Shares 4,697 Est. Cost $53.66 Unrealized +62.6%
HSIC Henry Schein 0.0%
Value ($000) $434 Shares 5,704 Est. Cost $52.84 Unrealized +45.7%
CMI Cummins 0.0%
Value ($000) $426 Shares 1,899 Est. Cost $104.10 Unrealized +102.1%
GPC Genuine Parts 0.0%
Value ($000) $413 Shares 3,405 Est. Cost $62.69 Unrealized +76.2%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $411 Shares 1 Est. Cost $199512.94 Unrealized +111.8%
XRAY Dentsply Sirona 0.0%
Value ($000) $401 Shares 6,900 Est. Cost $59.08 Unrealized +4.3%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $401 Shares 19,500 Est. Cost $19.44 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $400 Shares 4,009 Est. Cost $83.95 Unrealized 0.0%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $395 Shares 27,700 Est. Cost $6.50 Unrealized +95.1%
PGR Progressive 0.0%
Value ($000) $382 Shares 4,228 Est. Cost $29.31 Unrealized +191.2%
GNRC Generac Holdings 0.0%
Value ($000) $373 Shares 912 Est. Cost $335.49 Unrealized +27.7%
ORCL Oracle 0.0%
Value ($000) $365 Shares 4,188 Est. Cost $50.50 Unrealized +65.0%
WSM Williams Sonoma 0.0%
Value ($000) $355 Shares 2,000 Est. Cost $46.50 Unrealized +67.2%
MDLZ Mondelez Int'l 0.0%
Value ($000) $350 Shares 6,022 Est. Cost $29.08 Unrealized +90.6%
DOC Healthpeak Properties 0.0%
Value ($000) $348 Shares 10,400 Est. Cost $23.46 Unrealized +18.8%
LHX L3 Harris Technologies 0.0%
Value ($000) $346 Shares 1,570 Est. Cost $180.55 Unrealized +15.1%
CNMD Conmed 0.0%
Value ($000) $343 Shares 2,625 Est. Cost $77.85 Unrealized +61.6%
UNH United Health Group 0.0%
Value ($000) $342 Shares 876 Est. Cost $326.05 Unrealized +18.0%
META Facebook 0.0%
Value ($000) $339 Shares 999 Est. Cost $275.25 Unrealized +29.9%
CHTR Charter Communications 0.0%
Value ($000) $335 Shares 461 Est. Cost $514.09 Unrealized +47.6%
CAT Caterpillar 0.0%
Value ($000) $317 Shares 1,653 Est. Cost $128.45 Unrealized +49.5%
TXN Texas Instruments 0.0%
Value ($000) $317 Shares 1,650 Est. Cost $102.42 Unrealized +64.0%
EFX Equifax 0.0%
Value ($000) $304 Shares 1,200 Est. Cost $162.01 Unrealized +55.4%
WEX WEX 0.0%
Value ($000) $283 Shares 1,608 Est. Cost $119.90 Unrealized +52.0%
COP ConocoPhillips 0.0%
Value ($000) $275 Shares 4,051 Est. Cost $41.39 Unrealized +19.1%
INGR Ingredion 0.0%
Value ($000) $267 Shares 3,000 Est. Cost $80.34 Unrealized +9.6%
HEI HEICO 0.0%
Value ($000) $264 Shares 2,001 Est. Cost $128.39 Unrealized +2.6%
MO Altria 0.0%
Value ($000) $264 Shares 5,800 Est. Cost $25.84 Unrealized +31.5%
USB US Bancorp 0.0%
Value ($000) $263 Shares 4,421 Est. Cost $46.66 Unrealized 0.0%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $256 Shares 889 Est. Cost $200.12 Unrealized +58.6%
PRAA PRA Group 0.0%
Value ($000) $255 Shares 6,050 Est. Cost $31.71 Unrealized +25.7%
ALL Allstate 0.0%
Value ($000) $255 Shares 2,000 Est. Cost $86.64 Unrealized +37.0%
GOOG Alphabet Class C 0.0%
Value ($000) $253 Shares 95 Est. Cost $120.25 Unrealized +13.8%
TSCO Tractor Supply Company 0.0%
Value ($000) $253 Shares 1,250 Est. Cost $29.45 Unrealized +22.2%
CTSH Cognizant Technology 0.0%
Value ($000) $253 Shares 3,404 Est. Cost $68.84 Unrealized 0.0%
CTAS Cintas 0.0%
Value ($000) $249 Shares 653 Est. Cost $56.51 Unrealized +66.3%
EQIX Equinix REIT 0.0%
Value ($000) $248 Shares 314 Est. Cost $678.92 Unrealized +12.3%
WY Weyerhaeuser 0.0%
Value ($000) $238 Shares 6,680 Est. Cost $24.49 Unrealized +18.2%
POOL Pool 0.0%
Value ($000) $203 Shares 468 Est. Cost $398.28 Unrealized +12.8%
RHI Robert Half International 0.0%
Value ($000) $201 Shares 2,000 Est. Cost $97.89 Unrealized 0.0%
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized