WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $988,496 (100.0% shares, 0.0% debt)

Holdings (155)

AAPL Apple 6.1%
Value ($000) $60,030 Shares 338,066 Est. Cost $83.44 Unrealized +85.4%
MA Mastercard 4.9%
Value ($000) $48,772 Shares 135,733 Est. Cost $72.81 Unrealized +363.9%
ADP Automatic Data Processing 4.8%
Value ($000) $47,477 Shares 192,541 Est. Cost $45.45 Unrealized +356.1%
MSFT Microsoft 4.7%
Value ($000) $46,588 Shares 138,524 Est. Cost $45.66 Unrealized +586.4%
SYK Stryker 3.5%
Value ($000) $34,223 Shares 127,973 Est. Cost $71.12 Unrealized +253.1%
NKE NIKE 'B' 3.3%
Value ($000) $32,701 Shares 196,204 Est. Cost $43.43 Unrealized +255.9%
TJX TJX Companies 3.3%
Value ($000) $32,291 Shares 425,327 Est. Cost $34.69 Unrealized +88.2%
ABT Abbott Labs 3.1%
Value ($000) $30,733 Shares 218,368 Est. Cost $38.76 Unrealized +206.2%
ECL Ecolab 2.7%
Value ($000) $26,875 Shares 114,560 Est. Cost $74.34 Unrealized +189.9%
DHR Danaher 2.7%
Value ($000) $26,411 Shares 80,274 Est. Cost $49.81 Unrealized +442.3%
INTU Intuit 2.3%
Value ($000) $23,110 Shares 35,928 Est. Cost $65.82 Unrealized +813.8%
MCD McDonald's 2.1%
Value ($000) $20,978 Shares 78,254 Est. Cost $73.60 Unrealized +212.0%
MKC McCormick 2.1%
Value ($000) $20,788 Shares 215,170 Est. Cost $57.05 Unrealized +36.2%
CHD Church & Dwight 2.1%
Value ($000) $20,757 Shares 202,507 Est. Cost $36.24 Unrealized +138.3%
NEE NextEra Energy 2.1%
Value ($000) $20,625 Shares 220,914 Est. Cost $56.19 Unrealized +37.7%
JNJ Johnson & Johnson 1.9%
Value ($000) $18,831 Shares 110,077 Est. Cost $62.43 Unrealized +132.4%
FISV Fiserv 1.9%
Value ($000) $18,779 Shares 180,928 Est. Cost $50.77 Unrealized +103.7%
BR Broadridge Financial Solutions 1.8%
Value ($000) $18,203 Shares 99,570 Est. Cost $68.34 Unrealized +139.5%
GOOGL Alphabet Class A 1.8%
Value ($000) $17,536 Shares 6,053 Est. Cost $44.72 Unrealized +219.6%
FDS FactSet Research Systems 1.6%
Value ($000) $15,832 Shares 32,575 Est. Cost $93.65 Unrealized +360.3%
PEP PepsiCo 1.5%
Value ($000) $15,304 Shares 88,103 Est. Cost $74.39 Unrealized +92.8%
PG Procter & Gamble 1.5%
Value ($000) $15,304 Shares 93,558 Est. Cost $58.81 Unrealized +128.1%
IDXX IDEXX Labs 1.5%
Value ($000) $14,347 Shares 21,789 Est. Cost $66.90 Unrealized +838.3%
AMT American Tower 1.4%
Value ($000) $14,249 Shares 48,715 Est. Cost $99.30 Unrealized +141.2%
ABBV AbbVie 1.4%
Value ($000) $14,242 Shares 105,187 Est. Cost $32.49 Unrealized +213.0%
HD Home Depot 1.2%
Value ($000) $12,160 Shares 29,300 Est. Cost $124.85 Unrealized +174.9%
ACN Accenture 'A' 1.2%
Value ($000) $11,710 Shares 28,248 Est. Cost $83.90 Unrealized +309.2%
KO Coca-Cola 1.2%
Value ($000) $11,444 Shares 193,276 Est. Cost $27.85 Unrealized +76.5%
LLY Lilly, Eli 1.1%
Value ($000) $11,117 Shares 40,246 Est. Cost $46.12 Unrealized +428.8%
AMZN Amazon.com 1.1%
Value ($000) $11,000 Shares 3,299 Est. Cost $58.16 Unrealized +194.3%
QCOM QUALCOMM 1.0%
Value ($000) $9,568 Shares 52,320 Est. Cost $73.36 Unrealized +99.1%
EW Edwards Lifesciences 1.0%
Value ($000) $9,425 Shares 72,750 Est. Cost $72.35 Unrealized +61.2%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $9,003 Shares 228,336 Est. Cost $37.44 Unrealized
WSO Watsco 0.9%
Value ($000) $8,484 Shares 27,117 Est. Cost $172.03 Unrealized +72.2%
SHW Sherwin-Williams 0.9%
Value ($000) $8,423 Shares 23,917 Est. Cost $238.20 Unrealized +30.7%
COST Costco Wholesale 0.8%
Value ($000) $8,299 Shares 14,619 Est. Cost $284.58 Unrealized +71.5%
CL Colgate-Palmolive 0.8%
Value ($000) $8,025 Shares 94,032 Est. Cost $44.45 Unrealized +59.5%
BF/B Brown-Forman 'B' 0.8%
Value ($000) $7,989 Shares 109,647 Est. Cost $32.20 Unrealized +102.9%
EL Estee Lauder 0.8%
Value ($000) $7,591 Shares 20,504 Est. Cost $87.13 Unrealized +264.7%
LOW Lowe's 0.7%
Value ($000) $6,550 Shares 25,341 Est. Cost $44.88 Unrealized +389.8%
XOM ExxonMobil 0.6%
Value ($000) $5,997 Shares 98,014 Est. Cost $53.89 Unrealized +0.0%
PAYX Paychex 0.6%
Value ($000) $5,968 Shares 43,721 Est. Cost $28.28 Unrealized +288.5%
DIS Disney, Walt 0.6%
Value ($000) $5,908 Shares 38,143 Est. Cost $92.70 Unrealized +70.2%
RTX Raytheon Technologies 0.6%
Value ($000) $5,602 Shares 65,089 Est. Cost $56.91 Unrealized +39.4%
ITW Illinois Tool Works 0.6%
Value ($000) $5,552 Shares 22,496 Est. Cost $66.37 Unrealized +216.9%
DG Dollar General 0.6%
Value ($000) $5,532 Shares 23,458 Est. Cost $185.57 Unrealized +11.2%
APD Air Products & Chemicals 0.5%
Value ($000) $5,223 Shares 17,167 Est. Cost $69.50 Unrealized +279.3%
SYY Sysco 0.5%
Value ($000) $5,201 Shares 66,216 Est. Cost $24.84 Unrealized +176.9%
MPC Marathon Petroleum 0.5%
Value ($000) $4,962 Shares 77,547 Est. Cost $37.92 Unrealized +54.0%
WMT Walmart 0.5%
Value ($000) $4,775 Shares 33,002 Est. Cost $20.96 Unrealized +115.5%
ZTS Zoetis 0.5%
Value ($000) $4,732 Shares 19,392 Est. Cost $93.92 Unrealized +124.1%
NVO Novo Nordisk ADR 0.5%
Value ($000) $4,689 Shares 41,868 Est. Cost $68.86 Unrealized
HON Honeywell Int'l 0.5%
Value ($000) $4,506 Shares 21,609 Est. Cost $114.63 Unrealized +61.4%
BDX Becton, Dickinson 0.4%
Value ($000) $4,416 Shares 17,561 Est. Cost $170.84 Unrealized +30.8%
BCPC Balchem 0.4%
Value ($000) $4,405 Shares 26,127 Est. Cost $48.33 Unrealized +223.5%
BRK/B Berkshire Hathaway 'B' 0.4%
Value ($000) $4,175 Shares 13,963 Est. Cost $161.09 Unrealized +77.8%
V Visa 0.4%
Value ($000) $3,996 Shares 18,437 Est. Cost $110.00 Unrealized +89.2%
VZ Verizon Communications 0.4%
Value ($000) $3,966 Shares 76,330 Est. Cost $30.38 Unrealized +32.9%
SBUX Starbucks 0.4%
Value ($000) $3,907 Shares 33,405 Est. Cost $42.97 Unrealized +137.9%
MRK Merck 0.4%
Value ($000) $3,894 Shares 50,814 Est. Cost $41.45 Unrealized +68.6%
UNP Union Pacific 0.4%
Value ($000) $3,702 Shares 14,695 Est. Cost $75.59 Unrealized +184.4%
CSCO Cisco Systems 0.4%
Value ($000) $3,565 Shares 56,258 Est. Cost $15.93 Unrealized +216.8%
EMR Emerson Electric 0.4%
Value ($000) $3,471 Shares 37,333 Est. Cost $41.53 Unrealized +108.3%
PFE Pfizer 0.3%
Value ($000) $3,274 Shares 55,452 Est. Cost $18.34 Unrealized +119.4%
DE Deere & Company 0.3%
Value ($000) $3,084 Shares 8,994 Est. Cost $68.53 Unrealized +379.5%
GWW Grainger, W.W. 0.3%
Value ($000) $3,066 Shares 5,917 Est. Cost $204.51 Unrealized +121.2%
FAST Fastenal 0.3%
Value ($000) $2,896 Shares 45,208 Est. Cost $11.42 Unrealized +133.5%
ADBE Adobe 0.3%
Value ($000) $2,854 Shares 5,033 Est. Cost $405.81 Unrealized +54.0%
ISRG Intuitive Surgical 0.3%
Value ($000) $2,803 Shares 7,800 Est. Cost $262.44 Unrealized +31.1%
AMGN Amgen 0.3%
Value ($000) $2,684 Shares 11,930 Est. Cost $79.51 Unrealized +132.9%
INTC Intel 0.3%
Value ($000) $2,564 Shares 49,787 Est. Cost $19.71 Unrealized +140.0%
EXPD Expeditors Int'l 0.3%
Value ($000) $2,543 Shares 18,936 Est. Cost $39.62 Unrealized +200.3%
PPG PPG Industries 0.2%
Value ($000) $2,148 Shares 12,457 Est. Cost $91.06 Unrealized +62.0%
EPAM EPAM Systems 0.2%
Value ($000) $2,072 Shares 3,100 Est. Cost $149.89 Unrealized +329.4%
ULTA Ulta Beauty 0.2%
Value ($000) $2,053 Shares 4,979 Est. Cost $274.26 Unrealized +41.7%
ORLY O'Reilly Automotive 0.2%
Value ($000) $2,021 Shares 2,861 Est. Cost $27.18 Unrealized +59.2%
Walgreens Boots Alliance 0.2%
Value ($000) $1,897 Shares 36,361 Est. Cost $75.46 Unrealized
TMO Thermo Fisher Scientific 0.2%
Value ($000) $1,808 Shares 2,710 Est. Cost $422.94 Unrealized +45.9%
MMM 3M Company 0.2%
Value ($000) $1,592 Shares 8,963 Est. Cost $78.27 Unrealized +62.6%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,592 Shares 9,535 Est. Cost $57.63 Unrealized +166.6%
PM Philip Morris Int'l 0.2%
Value ($000) $1,529 Shares 16,096 Est. Cost $53.36 Unrealized +43.0%
POOL Pool 0.1%
Value ($000) $1,374 Shares 2,428 Est. Cost $478.40 Unrealized +4.0%
CSX CSX 0.1%
Value ($000) $1,373 Shares 36,504 Est. Cost $26.09 Unrealized +27.6%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1,141 Shares 18,299 Est. Cost $45.68 Unrealized +7.8%
Fortune Brands Home & Security 0.1%
Value ($000) $1,106 Shares 10,347 Est. Cost $66.64 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $1,088 Shares 14,985 Est. Cost $55.92 Unrealized +5.2%
CARR Carrier Global 0.1%
Value ($000) $1,079 Shares 19,895 Est. Cost $18.14 Unrealized +180.9%
FLO Flowers Foods 0.1%
Value ($000) $1,058 Shares 38,500 Est. Cost $13.95 Unrealized +54.0%
HPQ HP 0.1%
Value ($000) $1,046 Shares 27,759 Est. Cost $11.22 Unrealized +151.3%
CVS CVS Health 0.1%
Value ($000) $1,038 Shares 10,064 Est. Cost $58.63 Unrealized +37.3%
IBM IBM 0.1%
Value ($000) $1,033 Shares 7,732 Est. Cost $118.23 Unrealized -9.9%
HSY Hershey Company 0.1%
Value ($000) $1,029 Shares 5,320 Est. Cost $72.89 Unrealized +124.4%
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $1,003 Shares 19,400 Est. Cost $48.75 Unrealized
BAC Bank of America 0.1%
Value ($000) $993 Shares 22,318 Est. Cost $23.90 Unrealized +71.6%
CDK Global 0.1%
Value ($000) $921 Shares 22,062 Est. Cost $59.68 Unrealized
T AT&T 0.1%
Value ($000) $906 Shares 36,826 Est. Cost $12.62 Unrealized +16.2%
PYPL PayPal Holdings 0.1%
Value ($000) $903 Shares 4,788 Est. Cost $118.29 Unrealized +82.5%
TRMB Trimble 0.1%
Value ($000) $866 Shares 9,935 Est. Cost $30.56 Unrealized +181.0%
JPM JPMorgan Chase 0.1%
Value ($000) $857 Shares 5,415 Est. Cost $67.99 Unrealized +117.4%
Kellogg 0.1%
Value ($000) $837 Shares 13,000 Est. Cost $38.92 Unrealized +31.2%
ROST Ross Stores 0.1%
Value ($000) $818 Shares 7,155 Est. Cost $38.79 Unrealized +174.8%
CVX Chevron 0.1%
Value ($000) $780 Shares 6,644 Est. Cost $74.20 Unrealized +29.5%
EQR Equity Residential Properties 0.1%
Value ($000) $757 Shares 8,360 Est. Cost $43.71 Unrealized +66.7%
OTIS Otis Worldwide 0.1%
Value ($000) $735 Shares 8,441 Est. Cost $50.32 Unrealized +55.9%
ALCO Alico 0.1%
Value ($000) $662 Shares 17,866 Est. Cost $27.33 Unrealized +20.6%
WELL Welltower 0.1%
Value ($000) $660 Shares 7,700 Est. Cost $62.08 Unrealized +20.9%
DUK Duke Energy 0.1%
Value ($000) $660 Shares 6,295 Est. Cost $61.94 Unrealized +39.3%
DOC Healthpeak Properties 0.1%
Value ($000) $660 Shares 18,300 Est. Cost $25.15 Unrealized +8.9%
PRU Prudential Financial 0.1%
Value ($000) $649 Shares 6,000 Est. Cost $44.25 Unrealized +100.8%
TECH Bio-Techne 0.1%
Value ($000) $647 Shares 1,250 Est. Cost $33.97 Unrealized +254.3%
NSC Norfolk Southern 0.1%
Value ($000) $590 Shares 1,983 Est. Cost $110.70 Unrealized +130.5%
Marathon Oil 0.1%
Value ($000) $552 Shares 33,588 Est. Cost $13.56 Unrealized
EOG EOG Resources 0.1%
Value ($000) $547 Shares 6,159 Est. Cost $60.19 Unrealized +21.8%
NOC Northrop Grumman 0.1%
Value ($000) $529 Shares 1,366 Est. Cost $122.55 Unrealized +184.1%
FPE 1st Trust Pfd Sec & Inc ETF 0.1%
Value ($000) $528 Shares 26,000 Est. Cost $19.65 Unrealized
GPC Genuine Parts 0.0%
Value ($000) $477 Shares 3,405 Est. Cost $62.69 Unrealized +88.2%
ILMN Illumina 0.0%
Value ($000) $457 Shares 1,200 Est. Cost $299.11 Unrealized +26.7%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $451 Shares 1 Est. Cost $199512.94 Unrealized +116.4%
HSIC Henry Schein 0.0%
Value ($000) $442 Shares 5,704 Est. Cost $52.84 Unrealized +44.7%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $438 Shares 27,759 Est. Cost $6.50 Unrealized +105.5%
PGR Progressive 0.0%
Value ($000) $434 Shares 4,228 Est. Cost $29.31 Unrealized +192.7%
UNH United Health Group 0.0%
Value ($000) $418 Shares 832 Est. Cost $326.05 Unrealized +29.5%
MDLZ Mondelez Int'l 0.0%
Value ($000) $409 Shares 6,162 Est. Cost $29.68 Unrealized +86.4%
EQIX Equinix REIT 0.0%
Value ($000) $392 Shares 464 Est. Cost $698.05 Unrealized +5.7%
CMI Cummins 0.0%
Value ($000) $388 Shares 1,779 Est. Cost $104.10 Unrealized +97.7%
CNMD Conmed 0.0%
Value ($000) $372 Shares 2,625 Est. Cost $77.85 Unrealized +75.2%
ORCL Oracle 0.0%
Value ($000) $359 Shares 4,114 Est. Cost $50.50 Unrealized +76.0%
META Meta Platforms Cl A 0.0%
Value ($000) $354 Shares 1,053 Est. Cost $278.05 Unrealized +18.6%
EFX Equifax 0.0%
Value ($000) $351 Shares 1,200 Est. Cost $162.01 Unrealized +66.8%
CAT Caterpillar 0.0%
Value ($000) $348 Shares 1,682 Est. Cost $129.46 Unrealized +44.2%
WSM Williams Sonoma 0.0%
Value ($000) $338 Shares 2,000 Est. Cost $46.50 Unrealized +84.8%
GNRC Generac Holdings 0.0%
Value ($000) $336 Shares 956 Est. Cost $339.14 Unrealized +22.3%
LHX L3 Harris Technologies 0.0%
Value ($000) $335 Shares 1,570 Est. Cost $180.55 Unrealized +12.7%
TXN Texas Instruments 0.0%
Value ($000) $311 Shares 1,650 Est. Cost $102.42 Unrealized +66.1%
CHTR Charter Communications 0.0%
Value ($000) $309 Shares 474 Est. Cost $518.66 Unrealized +31.3%
HEI HEICO 0.0%
Value ($000) $306 Shares 2,121 Est. Cost $129.10 Unrealized +9.2%
USB US Bancorp 0.0%
Value ($000) $305 Shares 5,423 Est. Cost $47.06 Unrealized +3.8%
CTSH Cognizant Technology 0.0%
Value ($000) $302 Shares 3,404 Est. Cost $68.84 Unrealized +9.3%
TSCO Tractor Supply Company 0.0%
Value ($000) $298 Shares 1,250 Est. Cost $29.45 Unrealized +38.3%
COP ConocoPhillips 0.0%
Value ($000) $292 Shares 4,051 Est. Cost $41.39 Unrealized +51.3%
INGR Ingredion 0.0%
Value ($000) $290 Shares 3,000 Est. Cost $80.34 Unrealized +19.7%
GOOG Alphabet Class C 0.0%
Value ($000) $289 Shares 100 Est. Cost $121.41 Unrealized +18.2%
MO Altria 0.0%
Value ($000) $275 Shares 5,800 Est. Cost $25.84 Unrealized +26.9%
WY Weyerhaeuser 0.0%
Value ($000) $275 Shares 6,680 Est. Cost $24.49 Unrealized +30.6%
CTAS Cintas 0.0%
Value ($000) $272 Shares 613 Est. Cost $56.51 Unrealized +83.6%
Linde plc 0.0%
Value ($000) $272 Shares 786 Est. Cost $346.06 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $259 Shares 2,400 Est. Cost $83.95 Unrealized +7.9%
WEX WEX 0.0%
Value ($000) $236 Shares 1,683 Est. Cost $121.37 Unrealized +25.9%
ALL Allstate 0.0%
Value ($000) $235 Shares 2,000 Est. Cost $86.64 Unrealized +23.4%
XRAY Dentsply Sirona 0.0%
Value ($000) $230 Shares 4,129 Est. Cost $59.08 Unrealized -6.9%
VEEV Veeva Systems Cl A 0.0%
Value ($000) $227 Shares 889 Est. Cost $200.12 Unrealized +45.3%
RHI Robert Half International 0.0%
Value ($000) $223 Shares 2,000 Est. Cost $97.89 Unrealized +13.8%
WM Waste Management 0.0%
Value ($000) $209 Shares 1,250 Est. Cost $150.67 Unrealized 0.0%
KMI Kinder Morgan Delaware 0.0%
Value ($000) $159 Shares 10,000 Est. Cost $13.20 Unrealized 0.0%
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized