WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $743,250 (100.0% shares, 0.0% debt)

Holdings (145)

AAPL Apple 6.0%
Value ($000) $44,907 Shares 324,945 Est. Cost $83.44 Unrealized +84.9%
ADP Automatic Data Processing 5.7%
Value ($000) $42,664 Shares 188,619 Est. Cost $45.45 Unrealized +382.0%
MA Mastercard 5.0%
Value ($000) $37,300 Shares 131,180 Est. Cost $72.81 Unrealized +346.6%
MSFT Microsoft 4.3%
Value ($000) $31,871 Shares 136,844 Est. Cost $45.66 Unrealized +462.6%
TJX TJX Companies 3.5%
Value ($000) $25,847 Shares 416,082 Est. Cost $34.69 Unrealized +72.6%
SYK Stryker 3.4%
Value ($000) $25,490 Shares 125,853 Est. Cost $71.12 Unrealized +185.4%
ABT Abbott Labs 2.9%
Value ($000) $21,451 Shares 221,689 Est. Cost $41.16 Unrealized +143.0%
DHR Danaher 2.7%
Value ($000) $20,323 Shares 78,681 Est. Cost $49.81 Unrealized +383.2%
JNJ Johnson & Johnson 2.4%
Value ($000) $17,776 Shares 108,812 Est. Cost $62.43 Unrealized +144.9%
MCD McDonald's 2.4%
Value ($000) $17,768 Shares 77,004 Est. Cost $73.60 Unrealized +221.0%
NEE NextEra Energy 2.3%
Value ($000) $17,356 Shares 221,354 Est. Cost $56.19 Unrealized +37.3%
FISV Fiserv 2.2%
Value ($000) $16,591 Shares 177,308 Est. Cost $50.77 Unrealized +100.7%
NKE NIKE 'B' 2.1%
Value ($000) $15,676 Shares 188,598 Est. Cost $43.43 Unrealized +133.9%
BR Broadridge Financial Solutions 2.0%
Value ($000) $15,088 Shares 104,545 Est. Cost $72.00 Unrealized +112.6%
PEP PepsiCo 2.0%
Value ($000) $14,711 Shares 90,106 Est. Cost $74.39 Unrealized +107.6%
MKC McCormick 1.9%
Value ($000) $14,464 Shares 202,941 Est. Cost $57.05 Unrealized +35.7%
INTU Intuit 1.8%
Value ($000) $13,737 Shares 35,467 Est. Cost $65.82 Unrealized +542.1%
ABBV AbbVie 1.8%
Value ($000) $13,657 Shares 101,755 Est. Cost $32.49 Unrealized +291.3%
CHD Church & Dwight 1.8%
Value ($000) $13,075 Shares 183,023 Est. Cost $36.24 Unrealized +128.5%
LLY Lilly, Eli 1.7%
Value ($000) $12,963 Shares 40,091 Est. Cost $46.12 Unrealized +568.1%
FDS FactSet Research Systems 1.7%
Value ($000) $12,575 Shares 31,430 Est. Cost $93.65 Unrealized +337.3%
PG Procter & Gamble 1.6%
Value ($000) $11,781 Shares 93,318 Est. Cost $58.81 Unrealized +122.0%
GOOGL Alphabet Class A 1.5%
Value ($000) $11,445 Shares 119,660 Est. Cost $106.76 Unrealized +3.1%
ECL Ecolab 1.5%
Value ($000) $11,430 Shares 79,144 Est. Cost $74.34 Unrealized +109.9%
AMT American Tower REIT 1.4%
Value ($000) $10,631 Shares 49,515 Est. Cost $100.74 Unrealized +127.1%
KO Coca-Cola 1.4%
Value ($000) $10,573 Shares 188,733 Est. Cost $27.85 Unrealized +101.2%
XOM ExxonMobil 1.1%
Value ($000) $8,372 Shares 95,889 Est. Cost $53.89 Unrealized +51.0%
WSO Watsco 1.1%
Value ($000) $8,075 Shares 31,365 Est. Cost $185.74 Unrealized +45.9%
HD Home Depot 1.1%
Value ($000) $7,966 Shares 28,868 Est. Cost $124.85 Unrealized +116.8%
MPC Marathon Petroleum 1.0%
Value ($000) $7,713 Shares 77,647 Est. Cost $37.92 Unrealized +129.2%
COST Costco Wholesale 0.9%
Value ($000) $6,993 Shares 14,807 Est. Cost $284.58 Unrealized +75.0%
ACN Accenture 'A' 0.9%
Value ($000) $6,667 Shares 25,913 Est. Cost $83.90 Unrealized +227.4%
IDXX IDEXX Labs 0.8%
Value ($000) $6,308 Shares 19,361 Est. Cost $66.90 Unrealized +449.1%
CL Colgate-Palmolive 0.8%
Value ($000) $6,275 Shares 89,320 Est. Cost $44.45 Unrealized +63.0%
BF/B Brown-Forman 'B' 0.8%
Value ($000) $6,042 Shares 90,756 Est. Cost $32.20 Unrealized +111.3%
PFF iShares S&P US Pfd ETF 0.8%
Value ($000) $6,017 Shares 189,988 Est. Cost $37.44 Unrealized
QCOM QUALCOMM 0.8%
Value ($000) $5,898 Shares 52,208 Est. Cost $73.36 Unrealized +73.2%
EW Edwards Lifesciences 0.8%
Value ($000) $5,863 Shares 70,960 Est. Cost $72.35 Unrealized +33.0%
DG Dollar General 0.8%
Value ($000) $5,781 Shares 24,102 Est. Cost $185.89 Unrealized +24.8%
AMZN Amazon.com 0.8%
Value ($000) $5,618 Shares 49,720 Est. Cost $121.25 Unrealized +4.2%
RTX Raytheon Technologies 0.7%
Value ($000) $5,434 Shares 66,380 Est. Cost $57.69 Unrealized +45.3%
SHW Sherwin-Williams 0.7%
Value ($000) $5,019 Shares 24,512 Est. Cost $238.51 Unrealized -3.7%
PAYX Paychex 0.6%
Value ($000) $4,815 Shares 42,912 Est. Cost $28.28 Unrealized +296.4%
LOW Lowe's 0.6%
Value ($000) $4,592 Shares 24,451 Est. Cost $44.88 Unrealized +306.4%
SYY Sysco 0.6%
Value ($000) $4,559 Shares 64,475 Est. Cost $24.84 Unrealized +204.9%
MRK Merck 0.6%
Value ($000) $4,393 Shares 51,014 Est. Cost $41.45 Unrealized +94.0%
EL Estee Lauder 0.6%
Value ($000) $4,369 Shares 20,234 Est. Cost $87.13 Unrealized +176.1%
ITW Illinois Tool Works 0.5%
Value ($000) $4,073 Shares 22,545 Est. Cost $66.37 Unrealized +173.7%
WMT Walmart 0.5%
Value ($000) $3,989 Shares 30,756 Est. Cost $20.96 Unrealized +100.3%
APD Air Products & Chemicals 0.5%
Value ($000) $3,917 Shares 16,830 Est. Cost $69.50 Unrealized +225.7%
BRK/B Berkshire Hathaway 'B' 0.5%
Value ($000) $3,768 Shares 14,113 Est. Cost $161.09 Unrealized +76.6%
NVO Novo Nordisk ADR 0.5%
Value ($000) $3,758 Shares 37,719 Est. Cost $68.86 Unrealized
BDX Becton, Dickinson 0.5%
Value ($000) $3,655 Shares 16,404 Est. Cost $170.84 Unrealized +37.3%
HON Honeywell Int'l 0.4%
Value ($000) $3,344 Shares 20,029 Est. Cost $115.21 Unrealized +40.7%
V Visa 0.4%
Value ($000) $3,324 Shares 18,709 Est. Cost $110.00 Unrealized +80.3%
VZ Verizon Communications 0.4%
Value ($000) $2,950 Shares 77,680 Est. Cost $30.64 Unrealized +16.7%
POOL Pool 0.4%
Value ($000) $2,926 Shares 9,196 Est. Cost $441.88 Unrealized -22.9%
ZTS Zoetis 0.4%
Value ($000) $2,877 Shares 19,400 Est. Cost $93.92 Unrealized +71.9%
UNP Union Pacific 0.4%
Value ($000) $2,852 Shares 14,640 Est. Cost $75.59 Unrealized +170.2%
ORLY O'Reilly Automotive 0.4%
Value ($000) $2,852 Shares 4,055 Est. Cost $32.36 Unrealized +44.1%
BCPC Balchem 0.4%
Value ($000) $2,842 Shares 23,377 Est. Cost $48.33 Unrealized +163.5%
DE Deere & Company 0.4%
Value ($000) $2,769 Shares 8,294 Est. Cost $68.53 Unrealized +376.5%
EMR Emerson Electric 0.4%
Value ($000) $2,646 Shares 36,143 Est. Cost $41.53 Unrealized +86.9%
AMGN Amgen 0.3%
Value ($000) $2,573 Shares 11,415 Est. Cost $79.51 Unrealized +174.0%
FTV Fortive 0.3%
Value ($000) $2,540 Shares 43,575 Est. Cost $46.07 Unrealized 0.0%
GWW Grainger, W.W. 0.3%
Value ($000) $2,454 Shares 5,016 Est. Cost $211.11 Unrealized +141.6%
PFE Pfizer 0.3%
Value ($000) $2,441 Shares 55,784 Est. Cost $18.34 Unrealized +120.4%
CSCO Cisco Systems 0.3%
Value ($000) $2,241 Shares 56,025 Est. Cost $15.93 Unrealized +151.4%
SBUX Starbucks 0.3%
Value ($000) $2,046 Shares 24,284 Est. Cost $42.97 Unrealized +82.4%
ULTA Ulta Beauty 0.3%
Value ($000) $2,030 Shares 5,060 Est. Cost $276.39 Unrealized +45.7%
ADI Analog Devices 0.3%
Value ($000) $1,872 Shares 13,433 Est. Cost $148.21 Unrealized +0.5%
FAST Fastenal 0.2%
Value ($000) $1,842 Shares 40,000 Est. Cost $11.42 Unrealized +103.1%
TMO Thermo Fisher Scientific 0.2%
Value ($000) $1,595 Shares 3,144 Est. Cost $441.27 Unrealized +25.6%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,580 Shares 17,886 Est. Cost $39.62 Unrealized +142.3%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,556 Shares 8,535 Est. Cost $57.63 Unrealized +225.7%
ISRG Intuitive Surgical 0.2%
Value ($000) $1,462 Shares 7,800 Est. Cost $262.44 Unrealized -18.2%
PPG PPG Industries 0.2%
Value ($000) $1,379 Shares 12,457 Est. Cost $91.06 Unrealized +26.2%
DIS Disney, Walt 0.2%
Value ($000) $1,349 Shares 14,303 Est. Cost $92.70 Unrealized +12.8%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,301 Shares 18,299 Est. Cost $45.68 Unrealized +36.4%
PM Philip Morris Int'l 0.2%
Value ($000) $1,281 Shares 15,429 Est. Cost $53.36 Unrealized +51.7%
INTC Intel 0.2%
Value ($000) $1,271 Shares 49,336 Est. Cost $19.71 Unrealized +64.0%
HSY Hershey Company 0.2%
Value ($000) $1,119 Shares 5,075 Est. Cost $72.89 Unrealized +181.6%
Walgreens Boots Alliance 0.1%
Value ($000) $1,007 Shares 32,074 Est. Cost $75.46 Unrealized
Kellogg 0.1%
Value ($000) $982 Shares 14,100 Est. Cost $40.66 Unrealized +50.4%
CVS CVS Health 0.1%
Value ($000) $960 Shares 10,064 Est. Cost $58.63 Unrealized +49.5%
FLO Flowers Foods 0.1%
Value ($000) $951 Shares 38,500 Est. Cost $13.95 Unrealized +65.0%
CVX Chevron 0.1%
Value ($000) $941 Shares 6,553 Est. Cost $75.10 Unrealized +76.9%
MMM 3M Company 0.1%
Value ($000) $928 Shares 8,394 Est. Cost $78.27 Unrealized +23.2%
IBM IBM 0.1%
Value ($000) $907 Shares 7,632 Est. Cost $118.23 Unrealized -2.2%
GILD Gilead Sciences 0.1%
Value ($000) $872 Shares 14,135 Est. Cost $55.92 Unrealized -0.3%
CSX CSX 0.1%
Value ($000) $872 Shares 32,729 Est. Cost $26.09 Unrealized +13.5%
Marathon Oil 0.1%
Value ($000) $758 Shares 33,588 Est. Cost $13.56 Unrealized
RHHBY Roche Holding Ltd ADR 0.1%
Value ($000) $711 Shares 17,500 Est. Cost $48.75 Unrealized
HPQ HP 0.1%
Value ($000) $690 Shares 27,700 Est. Cost $11.22 Unrealized +140.7%
BAC Bank of America 0.1%
Value ($000) $674 Shares 22,318 Est. Cost $23.90 Unrealized +28.0%
CARR Carrier Global 0.1%
Value ($000) $666 Shares 18,720 Est. Cost $18.65 Unrealized +101.6%
NOC Northrop Grumman 0.1%
Value ($000) $642 Shares 1,366 Est. Cost $122.55 Unrealized +267.8%
EOG EOG Resources 0.1%
Value ($000) $599 Shares 5,359 Est. Cost $60.19 Unrealized +62.3%
JPM JPMorgan Chase 0.1%
Value ($000) $563 Shares 5,391 Est. Cost $67.99 Unrealized +55.4%
ROST Ross Stores 0.1%
Value ($000) $557 Shares 6,605 Est. Cost $38.79 Unrealized +110.8%
Fortune Brands Home & Security 0.1%
Value ($000) $556 Shares 10,347 Est. Cost $66.64 Unrealized
TRMB Trimble 0.1%
Value ($000) $539 Shares 9,935 Est. Cost $30.56 Unrealized +107.0%
PRU Prudential Financial 0.1%
Value ($000) $515 Shares 6,000 Est. Cost $44.25 Unrealized +84.1%
ALCO Alico 0.1%
Value ($000) $505 Shares 17,866 Est. Cost $27.33 Unrealized +18.9%
GPC Genuine Parts 0.1%
Value ($000) $486 Shares 3,255 Est. Cost $62.69 Unrealized +119.2%
GNRC Generac Holdings 0.1%
Value ($000) $484 Shares 2,718 Est. Cost $292.89 Unrealized -21.7%
EQR Equity Residential Properties 0.1%
Value ($000) $459 Shares 6,830 Est. Cost $43.71 Unrealized +46.6%
PGR Progressive 0.1%
Value ($000) $456 Shares 3,928 Est. Cost $29.31 Unrealized +274.8%
ADBE Adobe 0.1%
Value ($000) $437 Shares 1,587 Est. Cost $405.81 Unrealized -6.8%
DUK Duke Energy 0.1%
Value ($000) $437 Shares 4,697 Est. Cost $61.94 Unrealized +51.8%
UNH UnitedHealth Group 0.1%
Value ($000) $436 Shares 863 Est. Cost $335.45 Unrealized +47.6%
T AT&T 0.1%
Value ($000) $429 Shares 27,956 Est. Cost $12.62 Unrealized +19.5%
COP ConocoPhillips 0.1%
Value ($000) $415 Shares 4,051 Est. Cost $41.39 Unrealized +113.0%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $406 Shares 1 Est. Cost $199512.94 Unrealized +114.6%
NSC Norfolk Southern 0.1%
Value ($000) $406 Shares 1,935 Est. Cost $110.70 Unrealized +101.3%
OTIS Otis Worldwide 0.1%
Value ($000) $396 Shares 6,202 Est. Cost $50.32 Unrealized +37.6%
HSIC Henry Schein 0.0%
Value ($000) $365 Shares 5,554 Est. Cost $52.84 Unrealized +40.6%
CMI Cummins 0.0%
Value ($000) $357 Shares 1,754 Est. Cost $104.10 Unrealized +88.5%
MDLZ Mondelez Int'l 0.0%
Value ($000) $330 Shares 6,022 Est. Cost $30.32 Unrealized +86.7%
TECH Bio-Techne 0.0%
Value ($000) $327 Shares 1,150 Est. Cost $33.97 Unrealized +150.4%
LHX L3 Harris Technologies 0.0%
Value ($000) $326 Shares 1,570 Est. Cost $180.55 Unrealized +18.8%
FPE 1st Trust Pfd Sec & Inc ETF 0.0%
Value ($000) $326 Shares 19,500 Est. Cost $19.65 Unrealized
HEI HEICO 0.0%
Value ($000) $286 Shares 1,985 Est. Cost $130.56 Unrealized +14.8%
CAT Caterpillar 0.0%
Value ($000) $276 Shares 1,682 Est. Cost $129.46 Unrealized +33.0%
PYPL PayPal Holdings 0.0%
Value ($000) $268 Shares 3,110 Est. Cost $118.89 Unrealized -25.6%
EQIX Equinix REIT 0.0%
Value ($000) $261 Shares 459 Est. Cost $698.05 Unrealized -12.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $260 Shares 1,400 Est. Cost $30.72 Unrealized +19.5%
TXN Texas Instruments 0.0%
Value ($000) $255 Shares 1,650 Est. Cost $102.42 Unrealized +48.0%
USB US Bancorp 0.0%
Value ($000) $255 Shares 6,321 Est. Cost $46.90 Unrealized -16.4%
ALL Allstate 0.0%
Value ($000) $249 Shares 2,000 Est. Cost $86.64 Unrealized +32.3%
WELL Welltower 0.0%
Value ($000) $248 Shares 3,850 Est. Cost $62.08 Unrealized +15.7%
INGR Ingredion 0.0%
Value ($000) $242 Shares 3,000 Est. Cost $80.34 Unrealized +9.2%
DOC Healthpeak Properties 0.0%
Value ($000) $238 Shares 10,400 Est. Cost $25.15 Unrealized -14.2%
WSM Williams Sonoma 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $46.50 Unrealized +43.0%
MO Altria 0.0%
Value ($000) $234 Shares 5,800 Est. Cost $25.84 Unrealized +27.9%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $230 Shares 19,200 Est. Cost $6.50 Unrealized +89.5%
ORCL Oracle 0.0%
Value ($000) $226 Shares 3,703 Est. Cost $50.50 Unrealized +38.9%
O Realty Income REIT 0.0%
Value ($000) $219 Shares 3,755 Est. Cost $55.61 Unrealized +3.0%
CTAS Cintas 0.0%
Value ($000) $217 Shares 560 Est. Cost $56.51 Unrealized +75.3%
CNMD Conmed 0.0%
Value ($000) $210 Shares 2,625 Est. Cost $77.85 Unrealized +17.3%
EFX Equifax 0.0%
Value ($000) $206 Shares 1,200 Est. Cost $162.01 Unrealized +18.0%
BMO Bank of Montreal 0.0%
Value ($000) $202 Shares 2,300 Est. Cost $84.52 Unrealized -1.0%
WM Waste Management 0.0%
Value ($000) $200 Shares 1,250 Est. Cost $156.51 Unrealized 0.0%
KMI Kinder Morgan Delaware 0.0%
Value ($000) $166 Shares 10,000 Est. Cost $13.20 Unrealized +11.9%
Laidlaw EGY Group 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized