WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 22, 2022

Total Value ($000): $898,120 (100.0% shares, 0.0% debt)

Holdings (153)

AAPL Apple 6.5%
Value ($000) $58,073 Shares 332,587 Est. Cost $83.44 Unrealized +97.6%
MA Mastercard 5.3%
Value ($000) $47,399 Shares 132,630 Est. Cost $72.81 Unrealized +382.9%
ADP Automatic Data Processing 4.8%
Value ($000) $43,107 Shares 189,449 Est. Cost $45.45 Unrealized +333.3%
MSFT Microsoft 4.7%
Value ($000) $42,168 Shares 136,771 Est. Cost $45.66 Unrealized +538.1%
SYK Stryker 3.8%
Value ($000) $33,994 Shares 127,153 Est. Cost $71.12 Unrealized +249.0%
NKE NIKE 'B' 2.9%
Value ($000) $25,648 Shares 190,604 Est. Cost $43.43 Unrealized +203.8%
TJX TJX Companies 2.8%
Value ($000) $25,358 Shares 418,592 Est. Cost $34.69 Unrealized +82.3%
ABT Abbott Labs 2.8%
Value ($000) $25,343 Shares 214,118 Est. Cost $38.76 Unrealized +197.6%
DHR Danaher 2.6%
Value ($000) $23,415 Shares 79,824 Est. Cost $49.81 Unrealized +393.4%
MKC McCormick 2.3%
Value ($000) $20,894 Shares 209,361 Est. Cost $57.05 Unrealized +57.0%
CHD Church & Dwight 2.2%
Value ($000) $20,043 Shares 201,685 Est. Cost $36.24 Unrealized +162.5%
JNJ Johnson & Johnson 2.2%
Value ($000) $19,353 Shares 109,197 Est. Cost $62.43 Unrealized +143.1%
MCD McDonald's 2.1%
Value ($000) $18,980 Shares 76,754 Est. Cost $73.60 Unrealized +209.5%
NEE NextEra Energy 2.1%
Value ($000) $18,693 Shares 220,669 Est. Cost $56.19 Unrealized +28.3%
FISV Fiserv 2.0%
Value ($000) $18,224 Shares 179,728 Est. Cost $50.77 Unrealized +99.3%
ECL Ecolab 2.0%
Value ($000) $17,595 Shares 99,657 Est. Cost $74.34 Unrealized +141.5%
INTU Intuit 1.9%
Value ($000) $16,826 Shares 34,993 Est. Cost $65.82 Unrealized +658.8%
GOOGL Alphabet Class A 1.9%
Value ($000) $16,752 Shares 6,023 Est. Cost $44.72 Unrealized +201.4%
ABBV AbbVie 1.8%
Value ($000) $16,547 Shares 102,074 Est. Cost $32.49 Unrealized +289.1%
BR Broadridge Financial Solutions 1.8%
Value ($000) $15,735 Shares 101,054 Est. Cost $69.44 Unrealized +106.5%
PEP PepsiCo 1.7%
Value ($000) $14,845 Shares 88,688 Est. Cost $74.39 Unrealized +99.5%
PG Procter & Gamble 1.6%
Value ($000) $14,244 Shares 93,218 Est. Cost $58.81 Unrealized +141.7%
FDS FactSet Research Systems 1.5%
Value ($000) $13,723 Shares 31,610 Est. Cost $93.65 Unrealized +333.9%
AMT American Tower 1.4%
Value ($000) $12,296 Shares 48,945 Est. Cost $99.30 Unrealized +116.4%
KO Coca-Cola 1.3%
Value ($000) $11,674 Shares 188,286 Est. Cost $27.85 Unrealized +94.1%
LLY Lilly, Eli 1.3%
Value ($000) $11,491 Shares 40,126 Est. Cost $46.12 Unrealized +438.9%
IDXX IDEXX Labs 1.3%
Value ($000) $11,356 Shares 20,759 Est. Cost $66.90 Unrealized +686.3%
AMZN Amazon.com 1.2%
Value ($000) $10,696 Shares 3,281 Est. Cost $58.16 Unrealized +165.7%
ACN Accenture 'A' 1.0%
Value ($000) $9,174 Shares 27,203 Est. Cost $83.90 Unrealized +279.6%
WSO Watsco 1.0%
Value ($000) $8,751 Shares 28,725 Est. Cost $178.37 Unrealized +59.9%
HD Home Depot 1.0%
Value ($000) $8,588 Shares 28,690 Est. Cost $124.85 Unrealized +151.5%
COST Costco Wholesale 0.9%
Value ($000) $8,456 Shares 14,684 Est. Cost $284.58 Unrealized +76.0%
EW Edwards Lifesciences 0.9%
Value ($000) $8,420 Shares 71,525 Est. Cost $72.35 Unrealized +55.1%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $8,262 Shares 226,861 Est. Cost $37.44 Unrealized
XOM ExxonMobil 0.9%
Value ($000) $8,011 Shares 96,999 Est. Cost $53.89 Unrealized +26.0%
QCOM QUALCOMM 0.9%
Value ($000) $7,978 Shares 52,208 Est. Cost $73.36 Unrealized +109.4%
CL Colgate-Palmolive 0.8%
Value ($000) $6,807 Shares 89,767 Est. Cost $44.45 Unrealized +62.7%
MPC Marathon Petroleum 0.7%
Value ($000) $6,639 Shares 77,647 Est. Cost $37.92 Unrealized +83.7%
RTX Raytheon Technologies 0.7%
Value ($000) $6,622 Shares 66,839 Est. Cost $57.69 Unrealized +50.4%
BF/B Brown-Forman 'B' 0.7%
Value ($000) $6,108 Shares 91,132 Est. Cost $32.20 Unrealized +92.3%
SHW Sherwin-Williams 0.7%
Value ($000) $5,962 Shares 23,885 Est. Cost $238.20 Unrealized +11.9%
PAYX Paychex 0.7%
Value ($000) $5,927 Shares 43,431 Est. Cost $28.28 Unrealized +288.0%
EL Estee Lauder 0.6%
Value ($000) $5,524 Shares 20,284 Est. Cost $87.13 Unrealized +223.9%
SYY Sysco 0.6%
Value ($000) $5,354 Shares 65,576 Est. Cost $24.84 Unrealized +192.5%
DG Dollar General 0.6%
Value ($000) $5,353 Shares 24,046 Est. Cost $185.89 Unrealized +7.0%
BRK/B Berkshire Hathaway 'B' 0.6%
Value ($000) $4,957 Shares 14,046 Est. Cost $161.09 Unrealized +100.8%
LOW Lowe's 0.6%
Value ($000) $4,944 Shares 24,451 Est. Cost $44.88 Unrealized +375.4%
ITW Illinois Tool Works 0.5%
Value ($000) $4,743 Shares 22,651 Est. Cost $66.37 Unrealized +206.9%
WMT Walmart 0.5%
Value ($000) $4,567 Shares 30,669 Est. Cost $20.96 Unrealized +112.7%
BDX Becton, Dickinson 0.5%
Value ($000) $4,511 Shares 16,959 Est. Cost $170.84 Unrealized +41.1%
DIS Disney, Walt 0.5%
Value ($000) $4,331 Shares 31,579 Est. Cost $92.70 Unrealized +52.4%
APD Air Products & Chemicals 0.5%
Value ($000) $4,290 Shares 17,167 Est. Cost $69.50 Unrealized +233.7%
HON Honeywell Int'l 0.5%
Value ($000) $4,248 Shares 21,834 Est. Cost $115.21 Unrealized +47.9%
NVO Novo Nordisk ADR 0.5%
Value ($000) $4,227 Shares 38,068 Est. Cost $68.86 Unrealized
MRK Merck 0.5%
Value ($000) $4,169 Shares 50,814 Est. Cost $41.45 Unrealized +68.5%
V Visa 0.5%
Value ($000) $4,114 Shares 18,552 Est. Cost $110.00 Unrealized +91.0%
UNP Union Pacific 0.4%
Value ($000) $4,034 Shares 14,765 Est. Cost $75.59 Unrealized +205.0%
VZ Verizon Communications 0.4%
Value ($000) $3,892 Shares 76,405 Est. Cost $30.38 Unrealized +36.6%
ZTS Zoetis 0.4%
Value ($000) $3,664 Shares 19,427 Est. Cost $93.92 Unrealized +102.6%
EMR Emerson Electric 0.4%
Value ($000) $3,560 Shares 36,308 Est. Cost $41.53 Unrealized +110.6%
DE Deere & Company 0.4%
Value ($000) $3,446 Shares 8,294 Est. Cost $68.53 Unrealized +429.7%
POOL Pool 0.4%
Value ($000) $3,365 Shares 7,957 Est. Cost $454.29 Unrealized -2.3%
BCPC Balchem 0.4%
Value ($000) $3,288 Shares 24,052 Est. Cost $48.33 Unrealized +189.8%
CSCO Cisco Systems 0.3%
Value ($000) $3,137 Shares 56,258 Est. Cost $15.93 Unrealized +215.6%
AMGN Amgen 0.3%
Value ($000) $2,885 Shares 11,930 Est. Cost $79.51 Unrealized +155.7%
SBUX Starbucks 0.3%
Value ($000) $2,875 Shares 31,606 Est. Cost $42.97 Unrealized +100.0%
PFE Pfizer 0.3%
Value ($000) $2,871 Shares 55,452 Est. Cost $18.34 Unrealized +131.6%
GWW Grainger, W.W. 0.3%
Value ($000) $2,523 Shares 4,891 Est. Cost $204.51 Unrealized +131.5%
INTC Intel 0.3%
Value ($000) $2,461 Shares 49,647 Est. Cost $19.71 Unrealized +134.4%
FAST Fastenal 0.3%
Value ($000) $2,381 Shares 40,088 Est. Cost $11.42 Unrealized +122.5%
ISRG Intuitive Surgical 0.3%
Value ($000) $2,353 Shares 7,800 Est. Cost $262.44 Unrealized +11.3%
ORLY O'Reilly Automotive 0.2%
Value ($000) $2,127 Shares 3,106 Est. Cost $28.56 Unrealized +56.4%
ULTA Ulta Beauty 0.2%
Value ($000) $2,025 Shares 5,085 Est. Cost $276.39 Unrealized +36.2%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,845 Shares 17,886 Est. Cost $39.62 Unrealized +165.3%
ADBE Adobe 0.2%
Value ($000) $1,792 Shares 3,933 Est. Cost $405.81 Unrealized +18.6%
TMO Thermo Fisher Scientific 0.2%
Value ($000) $1,786 Shares 3,024 Est. Cost $438.02 Unrealized +29.7%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,746 Shares 8,860 Est. Cost $57.63 Unrealized +188.9%
PPG PPG Industries 0.2%
Value ($000) $1,633 Shares 12,457 Est. Cost $91.06 Unrealized +47.0%
Walgreens Boots Alliance 0.2%
Value ($000) $1,563 Shares 34,904 Est. Cost $75.46 Unrealized
PM Philip Morris Int'l 0.2%
Value ($000) $1,491 Shares 15,869 Est. Cost $53.36 Unrealized +55.2%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1,336 Shares 18,299 Est. Cost $45.68 Unrealized +24.4%
CSX CSX 0.1%
Value ($000) $1,307 Shares 34,904 Est. Cost $26.09 Unrealized +28.3%
MMM 3M Company 0.1%
Value ($000) $1,284 Shares 8,623 Est. Cost $78.27 Unrealized +46.4%
HSY Hershey Company 0.1%
Value ($000) $1,138 Shares 5,255 Est. Cost $72.89 Unrealized +153.0%
CVX Chevron 0.1%
Value ($000) $1,053 Shares 6,469 Est. Cost $74.20 Unrealized +65.4%
CDK Global 0.1%
Value ($000) $1,030 Shares 21,163 Est. Cost $59.68 Unrealized
CVS CVS Health 0.1%
Value ($000) $1,019 Shares 10,064 Est. Cost $58.63 Unrealized +56.9%
HPQ HP 0.1%
Value ($000) $1,008 Shares 27,759 Est. Cost $11.22 Unrealized +185.7%
IBM IBM 0.1%
Value ($000) $992 Shares 7,632 Est. Cost $118.23 Unrealized -5.2%
FLO Flowers Foods 0.1%
Value ($000) $990 Shares 38,500 Est. Cost $13.95 Unrealized +63.4%
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $941 Shares 19,050 Est. Cost $48.75 Unrealized
BAC Bank of America 0.1%
Value ($000) $920 Shares 22,318 Est. Cost $23.90 Unrealized +70.8%
GILD Gilead Sciences 0.1%
Value ($000) $891 Shares 14,985 Est. Cost $55.92 Unrealized -1.4%
T AT&T 0.1%
Value ($000) $862 Shares 36,476 Est. Cost $12.62 Unrealized +18.1%
Marathon Oil 0.1%
Value ($000) $843 Shares 33,588 Est. Cost $13.56 Unrealized
CARR Carrier Global 0.1%
Value ($000) $842 Shares 18,365 Est. Cost $18.14 Unrealized +145.9%
Kellogg 0.1%
Value ($000) $838 Shares 13,000 Est. Cost $38.92 Unrealized +35.0%
Fortune Brands Home & Security 0.1%
Value ($000) $769 Shares 10,347 Est. Cost $66.64 Unrealized
JPM JPMorgan Chase 0.1%
Value ($000) $738 Shares 5,415 Est. Cost $67.99 Unrealized +96.6%
TRMB Trimble 0.1%
Value ($000) $717 Shares 9,935 Est. Cost $30.56 Unrealized +133.1%
PRU Prudential Financial 0.1%
Value ($000) $709 Shares 6,000 Est. Cost $44.25 Unrealized +112.7%
ALCO Alico 0.1%
Value ($000) $671 Shares 17,866 Est. Cost $27.33 Unrealized +19.3%
EOG EOG Resources 0.1%
Value ($000) $639 Shares 5,359 Est. Cost $60.19 Unrealized +55.3%
ROST Ross Stores 0.1%
Value ($000) $634 Shares 7,005 Est. Cost $38.79 Unrealized +134.8%
EQR Equity Residential Properties 0.1%
Value ($000) $614 Shares 6,830 Est. Cost $43.71 Unrealized +72.2%
NOC Northrop Grumman 0.1%
Value ($000) $611 Shares 1,366 Est. Cost $122.55 Unrealized +216.3%
OTIS Otis Worldwide 0.1%
Value ($000) $583 Shares 7,579 Est. Cost $50.32 Unrealized +49.3%
PYPL PayPal Holdings 0.1%
Value ($000) $577 Shares 4,993 Est. Cost $118.89 Unrealized +11.7%
NSC Norfolk Southern 0.1%
Value ($000) $560 Shares 1,963 Est. Cost $110.70 Unrealized +128.5%
TECH Bio-Techne 0.1%
Value ($000) $541 Shares 1,250 Est. Cost $33.97 Unrealized +198.4%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $529 Shares 1 Est. Cost $199512.94 Unrealized +143.3%
DUK Duke Energy 0.1%
Value ($000) $528 Shares 4,728 Est. Cost $61.94 Unrealized +44.0%
GNRC Generac Holdings 0.1%
Value ($000) $509 Shares 1,713 Est. Cost $321.84 Unrealized -6.8%
HSIC Henry Schein 0.1%
Value ($000) $484 Shares 5,554 Est. Cost $52.84 Unrealized +54.1%
PGR Progressive 0.1%
Value ($000) $471 Shares 4,128 Est. Cost $29.31 Unrealized +236.0%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $464 Shares 27,759 Est. Cost $6.50 Unrealized +130.2%
UNH United Health Group 0.0%
Value ($000) $424 Shares 832 Est. Cost $326.05 Unrealized +38.4%
GPC Genuine Parts 0.0%
Value ($000) $410 Shares 3,255 Est. Cost $62.69 Unrealized +85.2%
COP ConocoPhillips 0.0%
Value ($000) $405 Shares 4,051 Est. Cost $41.39 Unrealized +92.4%
ILMN Illumina 0.0%
Value ($000) $402 Shares 1,150 Est. Cost $299.11 Unrealized +12.9%
MDLZ Mondelez Int'l 0.0%
Value ($000) $396 Shares 6,302 Est. Cost $30.32 Unrealized +93.4%
LHX L3 Harris Technologies 0.0%
Value ($000) $390 Shares 1,570 Est. Cost $180.55 Unrealized +18.9%
CNMD Conmed 0.0%
Value ($000) $390 Shares 2,625 Est. Cost $77.85 Unrealized +73.0%
CAT Caterpillar 0.0%
Value ($000) $375 Shares 1,682 Est. Cost $129.46 Unrealized +51.0%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $371 Shares 19,500 Est. Cost $19.65 Unrealized
WELL Welltower 0.0%
Value ($000) $370 Shares 3,850 Est. Cost $62.08 Unrealized +26.7%
CMI Cummins 0.0%
Value ($000) $365 Shares 1,779 Est. Cost $104.10 Unrealized +88.9%
GOOG Alphabet Class C 0.0%
Value ($000) $363 Shares 130 Est. Cost $124.53 Unrealized +8.4%
DOC Healthpeak Properties 0.0%
Value ($000) $357 Shares 10,400 Est. Cost $25.15 Unrealized +7.2%
EQIX Equinix REIT 0.0%
Value ($000) $340 Shares 459 Est. Cost $698.05 Unrealized -4.8%
ORCL Oracle 0.0%
Value ($000) $340 Shares 4,114 Est. Cost $50.50 Unrealized +52.4%
TSCO Tractor Supply Company 0.0%
Value ($000) $327 Shares 1,400 Est. Cost $30.72 Unrealized +34.4%
USB US Bancorp 0.0%
Value ($000) $325 Shares 6,123 Est. Cost $47.15 Unrealized +1.5%
CTSH Cognizant Technology 0.0%
Value ($000) $305 Shares 3,404 Est. Cost $68.84 Unrealized +19.8%
TXN Texas Instruments 0.0%
Value ($000) $303 Shares 1,650 Est. Cost $102.42 Unrealized +53.6%
MO Altria 0.0%
Value ($000) $303 Shares 5,800 Est. Cost $25.84 Unrealized +43.7%
BMO Bank of Montreal 0.0%
Value ($000) $295 Shares 2,500 Est. Cost $84.52 Unrealized +16.3%
WSM Williams Sonoma 0.0%
Value ($000) $290 Shares 2,000 Est. Cost $46.50 Unrealized +50.8%
EFX Equifax 0.0%
Value ($000) $285 Shares 1,200 Est. Cost $162.01 Unrealized +41.4%
ALL Allstate 0.0%
Value ($000) $277 Shares 2,000 Est. Cost $86.64 Unrealized +31.9%
HEI HEICO 0.0%
Value ($000) $267 Shares 1,740 Est. Cost $129.10 Unrealized +12.4%
CTAS Cintas 0.0%
Value ($000) $261 Shares 613 Est. Cost $56.51 Unrealized +66.1%
INGR Ingredion 0.0%
Value ($000) $261 Shares 3,000 Est. Cost $80.34 Unrealized +12.6%
CHTR Charter Communications 0.0%
Value ($000) $259 Shares 474 Est. Cost $518.66 Unrealized +13.2%
WY Weyerhaeuser 0.0%
Value ($000) $253 Shares 6,680 Est. Cost $24.49 Unrealized +39.3%
Linde plc 0.0%
Value ($000) $251 Shares 786 Est. Cost $346.06 Unrealized
META Meta Platforms Cl A 0.0%
Value ($000) $234 Shares 1,053 Est. Cost $278.05 Unrealized -10.7%
RHI Robert Half International 0.0%
Value ($000) $223 Shares 1,950 Est. Cost $97.89 Unrealized +17.8%
O Realty Income REIT 0.0%
Value ($000) $212 Shares 3,055 Est. Cost $55.33 Unrealized 0.0%
WEX WEX 0.0%
Value ($000) $205 Shares 1,147 Est. Cost $121.37 Unrealized +34.4%
XRAY Dentsply Sirona 0.0%
Value ($000) $203 Shares 4,129 Est. Cost $59.08 Unrealized -10.5%
KMI Kinder Morgan Delaware 0.0%
Value ($000) $189 Shares 10,000 Est. Cost $13.20 Unrealized +7.5%
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized