WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 14, 2022

Total Value ($000): $786,453 (100.0% shares, 0.0% debt)

Holdings (149)

AAPL Apple 5.7%
Value ($000) $44,733 Shares 327,190 Est. Cost $83.44 Unrealized +78.1%
MA Mastercard 5.3%
Value ($000) $41,689 Shares 132,145 Est. Cost $72.81 Unrealized +363.2%
ADP Automatic Data Processing 5.1%
Value ($000) $39,820 Shares 189,584 Est. Cost $45.45 Unrealized +345.6%
MSFT Microsoft 4.5%
Value ($000) $35,369 Shares 137,714 Est. Cost $45.66 Unrealized +476.9%
SYK Stryker 3.2%
Value ($000) $25,235 Shares 126,853 Est. Cost $71.12 Unrealized +217.6%
ABT Abbott Labs 3.1%
Value ($000) $24,124 Shares 222,034 Est. Cost $41.16 Unrealized +157.7%
TJX TJX Companies 3.0%
Value ($000) $23,315 Shares 417,462 Est. Cost $34.69 Unrealized +65.5%
DHR Danaher 2.5%
Value ($000) $19,956 Shares 78,716 Est. Cost $49.81 Unrealized +354.2%
NKE NIKE 'B' 2.5%
Value ($000) $19,377 Shares 189,595 Est. Cost $43.43 Unrealized +156.3%
JNJ Johnson & Johnson 2.5%
Value ($000) $19,339 Shares 108,947 Est. Cost $62.43 Unrealized +156.2%
MCD McDonald's 2.4%
Value ($000) $18,998 Shares 76,954 Est. Cost $73.60 Unrealized +207.6%
CHD Church & Dwight 2.4%
Value ($000) $18,482 Shares 199,460 Est. Cost $36.24 Unrealized +149.5%
MKC McCormick 2.2%
Value ($000) $17,387 Shares 208,856 Est. Cost $57.05 Unrealized +52.6%
NEE NextEra Energy 2.2%
Value ($000) $17,172 Shares 221,689 Est. Cost $56.19 Unrealized +22.5%
FISV Fiserv 2.0%
Value ($000) $15,830 Shares 177,928 Est. Cost $50.77 Unrealized +91.0%
ABBV AbbVie 2.0%
Value ($000) $15,683 Shares 102,399 Est. Cost $32.49 Unrealized +312.8%
PEP PepsiCo 1.9%
Value ($000) $14,922 Shares 89,536 Est. Cost $74.39 Unrealized +101.4%
BR Broadridge Financial Solutions 1.9%
Value ($000) $14,616 Shares 102,530 Est. Cost $70.41 Unrealized +93.5%
ECL Ecolab 1.7%
Value ($000) $13,685 Shares 89,004 Est. Cost $74.34 Unrealized +113.9%
INTU Intuit 1.7%
Value ($000) $13,561 Shares 35,183 Est. Cost $65.82 Unrealized +514.5%
PG Procter & Gamble 1.7%
Value ($000) $13,404 Shares 93,218 Est. Cost $58.81 Unrealized +133.4%
GOOGL Alphabet Class A 1.7%
Value ($000) $13,145 Shares 6,032 Est. Cost $44.72 Unrealized +161.3%
LLY Lilly, Eli 1.7%
Value ($000) $12,999 Shares 40,091 Est. Cost $46.12 Unrealized +530.8%
AMT American Tower 1.6%
Value ($000) $12,515 Shares 48,965 Est. Cost $99.30 Unrealized +123.8%
FDS FactSet Research Systems 1.5%
Value ($000) $12,125 Shares 31,530 Est. Cost $93.65 Unrealized +303.4%
KO Coca-Cola 1.5%
Value ($000) $11,848 Shares 188,338 Est. Cost $27.85 Unrealized +103.8%
XOM ExxonMobil 1.0%
Value ($000) $8,212 Shares 95,889 Est. Cost $53.89 Unrealized +47.7%
HD Home Depot 1.0%
Value ($000) $7,924 Shares 28,892 Est. Cost $124.85 Unrealized +115.5%
PFF iShares S&P US Pfd ETF 0.9%
Value ($000) $7,365 Shares 223,986 Est. Cost $37.44 Unrealized
ACN Accenture 'A' 0.9%
Value ($000) $7,285 Shares 26,238 Est. Cost $83.90 Unrealized +239.2%
WSO Watsco 0.9%
Value ($000) $7,270 Shares 30,440 Est. Cost $183.15 Unrealized +43.7%
CL Colgate-Palmolive 0.9%
Value ($000) $7,159 Shares 89,335 Est. Cost $44.45 Unrealized +61.6%
COST Costco Wholesale 0.9%
Value ($000) $7,052 Shares 14,713 Est. Cost $284.58 Unrealized +70.4%
IDXX IDEXX Labs 0.9%
Value ($000) $7,031 Shares 20,046 Est. Cost $66.90 Unrealized +509.5%
EW Edwards Lifesciences 0.9%
Value ($000) $6,782 Shares 71,320 Est. Cost $72.35 Unrealized +43.1%
QCOM QUALCOMM 0.8%
Value ($000) $6,669 Shares 52,208 Est. Cost $73.36 Unrealized +70.3%
RTX Raytheon Technologies 0.8%
Value ($000) $6,404 Shares 66,630 Est. Cost $57.69 Unrealized +53.4%
BF/B Brown-Forman 'B' 0.8%
Value ($000) $6,401 Shares 91,233 Est. Cost $32.20 Unrealized +94.1%
MPC Marathon Petroleum 0.8%
Value ($000) $6,383 Shares 77,647 Est. Cost $37.92 Unrealized +127.5%
AMZN Amazon.com 0.8%
Value ($000) $6,011 Shares 56,600 Est. Cost $121.25 Unrealized +3.2%
DG Dollar General 0.8%
Value ($000) $5,924 Shares 24,136 Est. Cost $185.89 Unrealized +17.8%
SYY Sysco 0.7%
Value ($000) $5,540 Shares 65,400 Est. Cost $24.84 Unrealized +204.9%
SHW Sherwin-Williams 0.7%
Value ($000) $5,517 Shares 24,638 Est. Cost $238.51 Unrealized +4.1%
EL Estee Lauder 0.7%
Value ($000) $5,153 Shares 20,234 Est. Cost $87.13 Unrealized +173.7%
PAYX Paychex 0.6%
Value ($000) $4,898 Shares 43,012 Est. Cost $28.28 Unrealized +299.1%
MRK Merck 0.6%
Value ($000) $4,633 Shares 50,814 Est. Cost $41.45 Unrealized +91.1%
LOW Lowe's 0.5%
Value ($000) $4,271 Shares 24,451 Est. Cost $44.88 Unrealized +300.1%
NVO Novo Nordisk ADR 0.5%
Value ($000) $4,203 Shares 37,719 Est. Cost $68.86 Unrealized
ITW Illinois Tool Works 0.5%
Value ($000) $4,150 Shares 22,770 Est. Cost $66.37 Unrealized +175.7%
APD Air Products & Chemicals 0.5%
Value ($000) $4,128 Shares 17,167 Est. Cost $69.50 Unrealized +217.8%
BDX Becton, Dickinson 0.5%
Value ($000) $4,058 Shares 16,459 Est. Cost $170.84 Unrealized +39.6%
VZ Verizon Communications 0.5%
Value ($000) $3,983 Shares 78,484 Est. Cost $30.64 Unrealized +30.9%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $3,834 Shares 14,043 Est. Cost $161.09 Unrealized +94.7%
HON Honeywell Int'l 0.5%
Value ($000) $3,791 Shares 21,809 Est. Cost $115.21 Unrealized +44.3%
WMT Walmart 0.5%
Value ($000) $3,739 Shares 30,756 Est. Cost $20.96 Unrealized +110.1%
V Visa 0.5%
Value ($000) $3,670 Shares 18,638 Est. Cost $110.00 Unrealized +82.8%
POOL Pool 0.4%
Value ($000) $3,335 Shares 9,496 Est. Cost $441.88 Unrealized -14.5%
ZTS Zoetis 0.4%
Value ($000) $3,331 Shares 19,377 Est. Cost $93.92 Unrealized +77.5%
UNP Union Pacific 0.4%
Value ($000) $3,149 Shares 14,765 Est. Cost $75.59 Unrealized +176.2%
BCPC Balchem 0.4%
Value ($000) $3,033 Shares 23,377 Est. Cost $48.33 Unrealized +153.2%
PFE Pfizer 0.4%
Value ($000) $2,906 Shares 55,434 Est. Cost $18.34 Unrealized +129.0%
EMR Emerson Electric 0.4%
Value ($000) $2,885 Shares 36,268 Est. Cost $41.53 Unrealized +97.2%
AMGN Amgen 0.4%
Value ($000) $2,805 Shares 11,530 Est. Cost $79.51 Unrealized +174.9%
DE Deere & Company 0.3%
Value ($000) $2,484 Shares 8,294 Est. Cost $68.53 Unrealized +410.2%
CSCO Cisco Systems 0.3%
Value ($000) $2,392 Shares 56,101 Est. Cost $15.93 Unrealized +168.8%
GWW Grainger, W.W. 0.3%
Value ($000) $2,279 Shares 5,016 Est. Cost $211.11 Unrealized +122.4%
ORLY O'Reilly Automotive 0.3%
Value ($000) $2,265 Shares 3,586 Est. Cost $30.50 Unrealized +41.1%
SBUX Starbucks 0.3%
Value ($000) $2,014 Shares 26,364 Est. Cost $42.97 Unrealized +63.8%
FAST Fastenal 0.3%
Value ($000) $1,997 Shares 40,000 Est. Cost $11.42 Unrealized +115.7%
ULTA Ulta Beauty 0.3%
Value ($000) $1,979 Shares 5,135 Est. Cost $276.39 Unrealized +43.8%
INTC Intel 0.2%
Value ($000) $1,846 Shares 49,336 Est. Cost $19.71 Unrealized +106.1%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,743 Shares 17,886 Est. Cost $39.62 Unrealized +147.0%
TMO Thermo Fisher Scientific 0.2%
Value ($000) $1,694 Shares 3,119 Est. Cost $441.27 Unrealized +23.4%
DIS Disney, Walt 0.2%
Value ($000) $1,639 Shares 17,363 Est. Cost $92.70 Unrealized +17.0%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,566 Shares 7,800 Est. Cost $262.44 Unrealized -10.6%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,554 Shares 8,635 Est. Cost $57.63 Unrealized +210.2%
PM Philip Morris Int'l 0.2%
Value ($000) $1,514 Shares 15,329 Est. Cost $53.36 Unrealized +60.1%
PPG PPG Industries 0.2%
Value ($000) $1,424 Shares 12,457 Est. Cost $91.06 Unrealized +27.0%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,409 Shares 18,299 Est. Cost $45.68 Unrealized +42.2%
Walgreens Boots Alliance 0.2%
Value ($000) $1,259 Shares 33,224 Est. Cost $75.46 Unrealized
ADBE Adobe 0.2%
Value ($000) $1,209 Shares 3,302 Est. Cost $405.81 Unrealized +0.3%
CDK Global 0.1%
Value ($000) $1,153 Shares 21,047 Est. Cost $59.68 Unrealized
ADI Analog Devices 0.1%
Value ($000) $1,128 Shares 7,723 Est. Cost $147.64 Unrealized 0.0%
MMM 3M Company 0.1%
Value ($000) $1,119 Shares 8,644 Est. Cost $78.27 Unrealized +34.4%
HSY Hershey Company 0.1%
Value ($000) $1,093 Shares 5,080 Est. Cost $72.89 Unrealized +172.6%
IBM IBM 0.1%
Value ($000) $1,078 Shares 7,632 Est. Cost $118.23 Unrealized -0.6%
CSX CSX 0.1%
Value ($000) $1,014 Shares 34,904 Est. Cost $26.09 Unrealized +18.6%
FLO Flowers Foods 0.1%
Value ($000) $1,013 Shares 38,500 Est. Cost $13.95 Unrealized +59.3%
CVX Chevron 0.1%
Value ($000) $934 Shares 6,453 Est. Cost $74.20 Unrealized +92.3%
CVS CVS Health 0.1%
Value ($000) $933 Shares 10,064 Est. Cost $58.63 Unrealized +46.5%
Kellogg 0.1%
Value ($000) $927 Shares 13,000 Est. Cost $38.92 Unrealized +47.2%
HPQ HP 0.1%
Value ($000) $908 Shares 27,700 Est. Cost $11.22 Unrealized +185.8%
GILD Gilead Sciences 0.1%
Value ($000) $880 Shares 14,235 Est. Cost $55.92 Unrealized -3.3%
Marathon Oil 0.1%
Value ($000) $755 Shares 33,588 Est. Cost $13.56 Unrealized
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $730 Shares 17,500 Est. Cost $48.75 Unrealized
T AT&T 0.1%
Value ($000) $717 Shares 34,211 Est. Cost $12.62 Unrealized +29.2%
BAC Bank of America 0.1%
Value ($000) $695 Shares 22,318 Est. Cost $23.90 Unrealized +37.0%
CARR Carrier Global 0.1%
Value ($000) $673 Shares 18,870 Est. Cost $18.65 Unrealized +99.9%
NOC Northrop Grumman 0.1%
Value ($000) $654 Shares 1,366 Est. Cost $122.55 Unrealized +253.2%
ALCO Alico 0.1%
Value ($000) $637 Shares 17,866 Est. Cost $27.33 Unrealized +38.5%
Fortune Brands Home & Security 0.1%
Value ($000) $620 Shares 10,347 Est. Cost $66.64 Unrealized
JPM JPMorgan Chase 0.1%
Value ($000) $607 Shares 5,391 Est. Cost $67.99 Unrealized +66.2%
EOG EOG Resources 0.1%
Value ($000) $592 Shares 5,359 Est. Cost $60.19 Unrealized +75.7%
GNRC Generac Holdings 0.1%
Value ($000) $583 Shares 2,768 Est. Cost $292.89 Unrealized -16.0%
TRMB Trimble 0.1%
Value ($000) $579 Shares 9,935 Est. Cost $30.56 Unrealized +114.8%
PRU Prudential Financial 0.1%
Value ($000) $574 Shares 6,000 Est. Cost $44.25 Unrealized +99.9%
DUK Duke Energy 0.1%
Value ($000) $504 Shares 4,697 Est. Cost $61.94 Unrealized +54.0%
EQR Equity Residential Properties 0.1%
Value ($000) $493 Shares 6,830 Est. Cost $43.71 Unrealized +55.9%
PGR Progressive 0.1%
Value ($000) $468 Shares 4,028 Est. Cost $29.31 Unrealized +252.6%
ROST Ross Stores 0.1%
Value ($000) $467 Shares 6,655 Est. Cost $38.79 Unrealized +120.2%
NSC Norfolk Southern 0.1%
Value ($000) $440 Shares 1,935 Est. Cost $110.70 Unrealized +104.6%
OTIS Otis Worldwide 0.1%
Value ($000) $440 Shares 6,227 Est. Cost $50.32 Unrealized +38.0%
GPC Genuine Parts 0.1%
Value ($000) $433 Shares 3,255 Est. Cost $62.69 Unrealized +91.9%
TECH Bio-Techne 0.1%
Value ($000) $433 Shares 1,250 Est. Cost $33.97 Unrealized +171.3%
HSIC Henry Schein 0.1%
Value ($000) $426 Shares 5,554 Est. Cost $52.84 Unrealized +58.6%
UNH UnitedHealth Group 0.1%
Value ($000) $419 Shares 815 Est. Cost $326.05 Unrealized +44.5%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $409 Shares 1 Est. Cost $199512.94 Unrealized +136.2%
MDLZ Mondelez Int'l 0.0%
Value ($000) $391 Shares 6,302 Est. Cost $30.32 Unrealized +88.8%
LHX L3 Harris Technologies 0.0%
Value ($000) $379 Shares 1,570 Est. Cost $180.55 Unrealized +23.8%
COP ConocoPhillips 0.0%
Value ($000) $364 Shares 4,051 Est. Cost $41.39 Unrealized +117.3%
CMI Cummins 0.0%
Value ($000) $344 Shares 1,779 Est. Cost $104.10 Unrealized +75.8%
PYPL PayPal Holdings 0.0%
Value ($000) $344 Shares 4,923 Est. Cost $118.89 Unrealized -27.2%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $336 Shares 19,500 Est. Cost $19.65 Unrealized
WELL Welltower 0.0%
Value ($000) $317 Shares 3,850 Est. Cost $62.08 Unrealized +30.8%
EQIX Equinix REIT 0.0%
Value ($000) $302 Shares 459 Est. Cost $698.05 Unrealized -7.9%
CAT Caterpillar 0.0%
Value ($000) $301 Shares 1,682 Est. Cost $129.46 Unrealized +52.4%
GOOG Alphabet Class C 0.0%
Value ($000) $291 Shares 133 Est. Cost $124.37 Unrealized -5.7%
USB US Bancorp 0.0%
Value ($000) $282 Shares 6,121 Est. Cost $47.15 Unrealized -11.1%
ORCL Oracle 0.0%
Value ($000) $280 Shares 4,013 Est. Cost $50.50 Unrealized +38.3%
TSCO Tractor Supply Company 0.0%
Value ($000) $271 Shares 1,400 Est. Cost $30.72 Unrealized +24.1%
DOC Healthpeak Properties 0.0%
Value ($000) $269 Shares 10,400 Est. Cost $25.15 Unrealized -2.6%
INGR Ingredion 0.0%
Value ($000) $264 Shares 3,000 Est. Cost $80.34 Unrealized +11.4%
HEI HEICO 0.0%
Value ($000) $260 Shares 1,985 Est. Cost $130.56 Unrealized +7.9%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $255 Shares 19,200 Est. Cost $6.50 Unrealized +109.7%
TXN Texas Instruments 0.0%
Value ($000) $254 Shares 1,650 Est. Cost $102.42 Unrealized +47.4%
ALL Allstate 0.0%
Value ($000) $253 Shares 2,000 Est. Cost $86.64 Unrealized +38.5%
CNMD Conmed 0.0%
Value ($000) $251 Shares 2,625 Est. Cost $77.85 Unrealized +48.9%
MO Altria 0.0%
Value ($000) $242 Shares 5,800 Est. Cost $25.84 Unrealized +48.8%
BMO Bank of Montreal 0.0%
Value ($000) $240 Shares 2,500 Est. Cost $84.52 Unrealized +7.6%
O Realty Income REIT 0.0%
Value ($000) $236 Shares 3,455 Est. Cost $55.46 Unrealized +1.9%
Linde plc 0.0%
Value ($000) $233 Shares 811 Est. Cost $344.24 Unrealized
CTSH Cognizant Technology 0.0%
Value ($000) $230 Shares 3,404 Est. Cost $68.84 Unrealized +4.7%
WSM Williams Sonoma 0.0%
Value ($000) $222 Shares 2,000 Est. Cost $46.50 Unrealized +29.6%
WY Weyerhaeuser 0.0%
Value ($000) $221 Shares 6,680 Est. Cost $24.49 Unrealized +37.0%
EFX Equifax 0.0%
Value ($000) $219 Shares 1,200 Est. Cost $162.01 Unrealized +20.3%
CHTR Charter Communications 0.0%
Value ($000) $216 Shares 461 Est. Cost $518.66 Unrealized -6.0%
CTAS Cintas 0.0%
Value ($000) $210 Shares 563 Est. Cost $56.51 Unrealized +66.8%
KMI Kinder Morgan Delaware 0.0%
Value ($000) $168 Shares 10,000 Est. Cost $13.20 Unrealized +16.1%
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized