WENDELL DAVID ASSOCIATES INC Diversified Active

Location: Portsmouth, NH

CIK: 0000878228 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value: $1.011B

Holdings (154)

AAPL Apple 7.4%
Value $74.49M Shares 297,451 Est. Cost $83.44 Unrealized +181.0%
MA Mastercard 6.3%
Value $63.66M Shares 120,894 Est. Cost $72.81 Unrealized +606.8%
MSFT Microsoft 5.8%
Value $58.52M Shares 138,836 Est. Cost $50.57 Unrealized +735.2%
ADP Automatic Data Processing 5.4%
Value $54.35M Shares 185,653 Est. Cost $45.45 Unrealized +533.5%
TJX TJX Companies 4.7%
Value $48.03M Shares 397,581 Est. Cost $34.69 Unrealized +239.3%
SYK Stryker 4.3%
Value $43.18M Shares 119,928 Est. Cost $71.12 Unrealized +415.0%
LLY Lilly, Eli 3.3%
Value $33.25M Shares 43,075 Est. Cost $74.98 Unrealized +995.1%
FISV Fiserv 2.7%
Value $27.79M Shares 135,300 Est. Cost $50.77 Unrealized +302.1%
ABT Abbott Labs 2.5%
Value $25.13M Shares 222,208 Est. Cost $41.94 Unrealized +170.2%
INTU Intuit 2.5%
Value $25.05M Shares 39,853 Est. Cost $115.47 Unrealized +449.7%
BR Broadridge Financial Solutions 2.3%
Value $23.74M Shares 104,992 Est. Cost $73.46 Unrealized +199.3%
GOOGL Alphabet Class A 2.2%
Value $22.06M Shares 116,517 Est. Cost $109.58 Unrealized +58.9%
MCD McDonald's 2.2%
Value $21.95M Shares 75,715 Est. Cost $75.54 Unrealized +284.2%
CHD Church & Dwight 1.8%
Value $18.18M Shares 173,665 Est. Cost $36.91 Unrealized +181.9%
ABBV AbbVie 1.8%
Value $18.16M Shares 102,174 Est. Cost $35.96 Unrealized +393.4%
NEE NextEra Energy 1.8%
Value $18.14M Shares 252,981 Est. Cost $57.22 Unrealized +31.1%
ECL Ecolab 1.7%
Value $17.28M Shares 73,738 Est. Cost $84.35 Unrealized +191.1%
COST Costco Wholesale 1.6%
Value $16.48M Shares 17,985 Est. Cost $326.39 Unrealized +182.7%
JNJ Johnson & Johnson 1.6%
Value $16.04M Shares 110,905 Est. Cost $67.40 Unrealized +122.0%
PG Procter & Gamble 1.5%
Value $15.64M Shares 93,280 Est. Cost $58.81 Unrealized +181.8%
DHR Danaher 1.5%
Value $15.4M Shares 67,078 Est. Cost $49.81 Unrealized +389.8%
WSO Watsco 1.5%
Value $15.27M Shares 32,217 Est. Cost $192.53 Unrealized +163.0%
FDS FactSet Research Systems 1.4%
Value $14.4M Shares 29,977 Est. Cost $99.12 Unrealized +373.2%
MKC McCormick 1.2%
Value $12.63M Shares 165,660 Est. Cost $57.99 Unrealized +31.2%
PEP PepsiCo 1.2%
Value $12.57M Shares 82,675 Est. Cost $77.99 Unrealized +100.7%
NKE NIKE 'B' 1.2%
Value $12.27M Shares 162,143 Est. Cost $44.28 Unrealized +72.7%
KO Coca-Cola 1.1%
Value $11.13M Shares 178,847 Est. Cost $28.11 Unrealized +124.4%
HD Home Depot 1.1%
Value $10.93M Shares 28,093 Est. Cost $129.13 Unrealized +207.7%
MPC Marathon Petroleum 1.1%
Value $10.85M Shares 77,770 Est. Cost $37.92 Unrealized +292.5%
XOM ExxonMobil 1.0%
Value $10.55M Shares 98,115 Est. Cost $56.01 Unrealized +100.6%
ACN Accenture 'A' 1.0%
Value $10.13M Shares 28,798 Est. Cost $121.09 Unrealized +192.9%
AMZN Amazon.com 0.9%
Value $9.072M Shares 41,349 Est. Cost $121.50 Unrealized +68.4%
SHW Sherwin-Williams 0.8%
Value $7.995M Shares 23,519 Est. Cost $238.51 Unrealized +55.0%
WMT Walmart 0.8%
Value $7.976M Shares 88,275 Est. Cost $44.47 Unrealized +92.9%
CL Colgate-Palmolive 0.7%
Value $7.265M Shares 79,919 Est. Cost $44.45 Unrealized +109.4%
BRK/B Berkshire Hathaway 'B' 0.7%
Value $6.709M Shares 14,800 Est. Cost $173.61 Unrealized +166.0%
AMT American Tower REIT 0.7%
Value $6.618M Shares 36,084 Est. Cost $102.12 Unrealized +94.2%
NVO Novo Nordisk ADR 0.7%
Value $6.61M Shares 76,847 Est. Cost $82.06 Unrealized
V Visa 0.6%
Value $6.283M Shares 19,880 Est. Cost $121.56 Unrealized +145.4%
QCOM QUALCOMM 0.6%
Value $6.262M Shares 40,763 Est. Cost $73.93 Unrealized +115.8%
IDXX IDEXX Labs 0.6%
Value $5.825M Shares 14,089 Est. Cost $76.94 Unrealized +470.1%
LOW Lowe's 0.5%
Value $5.557M Shares 22,517 Est. Cost $44.88 Unrealized +482.8%
BF/B Brown-Forman 'B' 0.5%
Value $5.509M Shares 145,048 Est. Cost $39.75 Unrealized +7.0%
RTX RTX Corporation 0.5%
Value $5.224M Shares 45,144 Est. Cost $57.69 Unrealized +105.0%
MRK Merck 0.5%
Value $4.991M Shares 50,169 Est. Cost $42.32 Unrealized +133.2%
SYY Sysco 0.5%
Value $4.848M Shares 63,400 Est. Cost $29.48 Unrealized +150.8%
APD Air Products & Chemicals 0.5%
Value $4.606M Shares 15,881 Est. Cost $69.50 Unrealized +337.4%
ORLY O'Reilly Automotive 0.5%
Value $4.593M Shares 3,873 Est. Cost $37.50 Unrealized +115.0%
GWW Grainger, W.W. 0.4%
Value $4.547M Shares 4,314 Est. Cost $211.11 Unrealized +428.6%
PAYX Paychex 0.4%
Value $4.4M Shares 31,378 Est. Cost $28.28 Unrealized +385.5%
EMR Emerson Electric 0.4%
Value $4.211M Shares 33,980 Est. Cost $42.81 Unrealized +178.0%
ITW Illinois Tool Works 0.4%
Value $4.014M Shares 15,830 Est. Cost $66.37 Unrealized +287.7%
EQIX Equinix REIT 0.4%
Value $3.867M Shares 4,101 Est. Cost $806.87 Unrealized +11.2%
ISRG Intuitive Surgical 0.4%
Value $3.797M Shares 7,275 Est. Cost $262.44 Unrealized +98.5%
LMT Lockheed Martin 0.3%
Value $3.476M Shares 7,153 Est. Cost $431.40 Unrealized +22.2%
HON Honeywell Int'l 0.3%
Value $3.329M Shares 14,735 Est. Cost $115.21 Unrealized +76.7%
AJG Arthur J. Gallagher 0.3%
Value $3.312M Shares 11,667 Est. Cost $272.39 Unrealized +5.8%
BDX Becton, Dickinson 0.3%
Value $3.204M Shares 14,124 Est. Cost $170.84 Unrealized +31.8%
BCPC Balchem 0.3%
Value $3.191M Shares 19,577 Est. Cost $48.33 Unrealized +255.1%
CSCO Cisco Systems 0.3%
Value $3.18M Shares 53,718 Est. Cost $16.31 Unrealized +239.4%
AMGN Amgen 0.3%
Value $3.01M Shares 11,547 Est. Cost $82.02 Unrealized +248.7%
ADI Analog Devices 0.3%
Value $3.005M Shares 14,146 Est. Cost $155.31 Unrealized +39.6%
FAST Fastenal 0.3%
Value $2.819M Shares 39,200 Est. Cost $11.42 Unrealized +234.0%
DE Deere & Company 0.3%
Value $2.74M Shares 6,467 Est. Cost $68.53 Unrealized +504.1%
CASY Casey's General Stores 0.3%
Value $2.716M Shares 6,855 Est. Cost $324.88 Unrealized +23.3%
UNP Union Pacific 0.2%
Value $2.502M Shares 10,971 Est. Cost $75.59 Unrealized +204.6%
VEEV Veeva Systems 'A' 0.2%
Value $2.379M Shares 11,313 Est. Cost $217.81 Unrealized +1.0%
TMO Thermo Fisher Scientific 0.2%
Value $2.188M Shares 4,206 Est. Cost $470.78 Unrealized +16.3%
PFF iShares S&P US Pfd ETF 0.2%
Value $2.068M Shares 65,775 Est. Cost $37.44 Unrealized
NVDA NVIDIA 0.2%
Value $2.021M Shares 15,047 Est. Cost $94.88 Unrealized +45.2%
IBM IBM 0.2%
Value $1.804M Shares 8,207 Est. Cost $120.24 Unrealized +79.9%
DKS Dick's Sporting Goods 0.2%
Value $1.793M Shares 7,833 Est. Cost $205.73 Unrealized -0.8%
APH Amphenol 'A' 0.2%
Value $1.62M Shares 23,330 Est. Cost $61.31 Unrealized +13.1%
VZ Verizon Communications 0.2%
Value $1.582M Shares 39,567 Est. Cost $30.82 Unrealized +27.8%
PFE Pfizer 0.2%
Value $1.552M Shares 58,494 Est. Cost $19.43 Unrealized +29.2%
PPG PPG Industries 0.1%
Value $1.488M Shares 12,457 Est. Cost $91.06 Unrealized +33.5%
JKHY Jack Henry & Associates 0.1%
Value $1.458M Shares 8,319 Est. Cost $64.15 Unrealized +174.3%
EXPD Expeditors Int'l 0.1%
Value $1.442M Shares 13,015 Est. Cost $39.62 Unrealized +196.3%
EW Edwards Lifesciences 0.1%
Value $1.391M Shares 18,795 Est. Cost $72.35 Unrealized -3.3%
PM Philip Morris Int'l 0.1%
Value $1.349M Shares 11,207 Est. Cost $55.30 Unrealized +118.1%
ZTS Zoetis 0.1%
Value $1.297M Shares 7,962 Est. Cost $103.60 Unrealized +70.2%
COP ConocoPhillips 0.1%
Value $1.283M Shares 12,941 Est. Cost $83.37 Unrealized +22.7%
SBUX Starbucks 0.1%
Value $1.275M Shares 13,977 Est. Cost $52.17 Unrealized +80.1%
GILD Gilead Sciences 0.1%
Value $1.26M Shares 13,640 Est. Cost $56.43 Unrealized +54.2%
VLTO Veralto 0.1%
Value $1.228M Shares 12,059 Est. Cost $73.75 Unrealized +43.7%
CARR Carrier Global 0.1%
Value $1.174M Shares 17,203 Est. Cost $18.65 Unrealized +298.8%
BMY Bristol-Myers Squibb 0.1%
Value $1.143M Shares 20,201 Est. Cost $46.40 Unrealized +13.3%
Kellanova 0.1%
Value $1.142M Shares 14,100 Est. Cost $40.66 Unrealized +92.3%
CVX Chevron 0.1%
Value $1.125M Shares 7,769 Est. Cost $89.22 Unrealized +63.1%
MMM 3M Company 0.1%
Value $1.102M Shares 8,536 Est. Cost $78.27 Unrealized +64.0%
ROST Ross Stores 0.1%
Value $985K Shares 6,510 Est. Cost $39.98 Unrealized +263.0%
JPM JPMorgan Chase 0.1%
Value $959K Shares 4,000 Est. Cost $67.99 Unrealized +235.4%
NSC Norfolk Southern 0.1%
Value $945K Shares 4,025 Est. Cost $165.22 Unrealized +50.4%
NOC Northrop Grumman 0.1%
Value $925K Shares 1,972 Est. Cost $214.95 Unrealized +129.3%
HPQ HP 0.1%
Value $904K Shares 27,700 Est. Cost $11.22 Unrealized +204.8%
ULTA Ulta Beauty 0.1%
Value $898K Shares 2,065 Est. Cost $330.63 Unrealized +17.2%
BAC Bank of America 0.1%
Value $896K Shares 20,385 Est. Cost $23.90 Unrealized +79.2%
HSY Hershey Company 0.1%
Value $880K Shares 5,195 Est. Cost $170.02 Unrealized +1.7%
DIS Disney, Walt 0.1%
Value $877K Shares 7,880 Est. Cost $91.79 Unrealized +12.8%
ORCL Oracle 0.1%
Value $735K Shares 4,411 Est. Cost $63.75 Unrealized +175.9%
Fortune Brands Home & Security 0.1%
Value $707K Shares 10,347 Est. Cost $66.64 Unrealized
FLO Flowers Foods 0.1%
Value $703K Shares 34,050 Est. Cost $13.95 Unrealized +46.2%
BRK/A Berkshire Hathaway 'A' 0.1%
Value $681K Shares 1 Est. Cost $199512.94 Unrealized +247.1%
PANW Palo Alto Networks 0.1%
Value $670K Shares 3,682 Est. Cost $156.81 Unrealized +20.5%
TRMB Trimble 0.1%
Value $650K Shares 9,202 Est. Cost $30.56 Unrealized +122.5%
WSM Williams Sonoma 0.1%
Value $648K Shares 3,500 Est. Cost $91.96 Unrealized +69.8%
CIGNA 0.1%
Value $604K Shares 2,187 Est. Cost $363.05 Unrealized
GOOG Alphabet Class C 0.1%
Value $595K Shares 3,124 Est. Cost $129.48 Unrealized +35.7%
EOG EOG Resources 0.1%
Value $570K Shares 4,653 Est. Cost $60.19 Unrealized +104.9%
DUK Duke Energy 0.1%
Value $565K Shares 5,240 Est. Cost $65.93 Unrealized +65.0%
TSCO Tractor Supply Company 0.1%
Value $552K Shares 10,410 Est. Cost $51.31 Unrealized +8.0%
HEI HEICO 0.1%
Value $525K Shares 2,210 Est. Cost $137.13 Unrealized +88.9%
CAT Caterpillar 0.1%
Value $523K Shares 1,443 Est. Cost $129.46 Unrealized +194.9%
OTIS Otis Worldwide 0.1%
Value $509K Shares 5,494 Est. Cost $50.86 Unrealized +93.3%
CSX CSX 0.0%
Value $499K Shares 15,474 Est. Cost $26.09 Unrealized +29.1%
T AT&T 0.0%
Value $495K Shares 21,747 Est. Cost $12.93 Unrealized +66.3%
DRI Darden Restaurants 0.0%
Value $467K Shares 2,500 Est. Cost $147.14 Unrealized +10.5%
ALCO Alico 0.0%
Value $463K Shares 17,866 Est. Cost $27.33 Unrealized -5.2%
Linde plc 0.0%
Value $459K Shares 1,096 Est. Cost $366.27 Unrealized
RHHBY Roche Holding Ltd ADR 0.0%
Value $422K Shares 12,100 Est. Cost $48.75 Unrealized
MDLZ Mondelez Int'l 0.0%
Value $421K Shares 7,047 Est. Cost $36.83 Unrealized +72.7%
GE GE Aerospace 0.0%
Value $415K Shares 2,487 Est. Cost $89.53 Unrealized +97.9%
INGR Ingredion 0.0%
Value $413K Shares 3,000 Est. Cost $80.34 Unrealized +75.2%
HPE Hewlett Packard Enterprise 0.0%
Value $410K Shares 19,200 Est. Cost $6.50 Unrealized +214.6%
EL Estee Lauder 0.0%
Value $407K Shares 5,427 Est. Cost $87.13 Unrealized -11.2%
CMI Cummins 0.0%
Value $398K Shares 1,142 Est. Cost $104.10 Unrealized +229.9%
UNH UnitedHealth Group 0.0%
Value $398K Shares 787 Est. Cost $340.49 Unrealized +62.4%
ALL Allstate 0.0%
Value $386K Shares 2,000 Est. Cost $86.64 Unrealized +119.1%
RBC RBC Bearings 0.0%
Value $386K Shares 1,290 Est. Cost $232.37 Unrealized +32.5%
AME Ametek 0.0%
Value $382K Shares 2,117 Est. Cost $154.26 Unrealized +17.2%
GPC Genuine Parts 0.0%
Value $380K Shares 3,255 Est. Cost $68.13 Unrealized +76.3%
TMUS T-Mobile US 0.0%
Value $365K Shares 1,655 Est. Cost $138.65 Unrealized +61.1%
CTAS Cintas 0.0%
Value $359K Shares 1,967 Est. Cost $172.19 Unrealized +21.0%
MO Altria 0.0%
Value $337K Shares 6,450 Est. Cost $27.38 Unrealized +78.3%
LHX L3 Harris Technologies 0.0%
Value $335K Shares 1,595 Est. Cost $180.73 Unrealized +29.8%
TXN Texas Instruments 0.0%
Value $317K Shares 1,689 Est. Cost $103.70 Unrealized +86.2%
ETN Eaton 0.0%
Value $311K Shares 936 Est. Cost $211.92 Unrealized +63.8%
AVGO Broadcom 0.0%
Value $310K Shares 1,336 Est. Cost $155.97 Unrealized +17.2%
EFX Equifax 0.0%
Value $309K Shares 1,212 Est. Cost $163.62 Unrealized +62.3%
FTV Fortive 0.0%
Value $287K Shares 3,830 Est. Cost $46.55 Unrealized +22.6%
WM Waste Management 0.0%
Value $283K Shares 1,403 Est. Cost $147.68 Unrealized +43.0%
KMI Kinder Morgan Delaware 0.0%
Value $274K Shares 10,000 Est. Cost $13.20 Unrealized +88.5%
RSG Republic Services 0.0%
Value $272K Shares 1,354 Est. Cost $151.78 Unrealized +34.6%
HSIC Henry Schein 0.0%
Value $260K Shares 3,750 Est. Cost $52.84 Unrealized +35.9%
TECH Bio-Techne 0.0%
Value $259K Shares 3,600 Est. Cost $67.18 Unrealized +8.6%
GIS General Mills 0.0%
Value $257K Shares 4,032 Est. Cost $64.57 Unrealized -0.7%
TT Trane Technologies plc 0.0%
Value $227K Shares 616 Est. Cost $313.71 Unrealized +25.4%
Walgreens Boots Alliance 0.0%
Value $227K Shares 24,286 Est. Cost $75.46 Unrealized
WEX WEX 0.0%
Value $208K Shares 1,189 Est. Cost $178.27 Unrealized +5.2%
PRU Prudential Financial 0.0%
Value $207K Shares 1,750 Est. Cost $44.25 Unrealized +163.7%
KMB Kimberly-Clark 0.0%
Value $206K Shares 1,575 Est. Cost $111.21 Unrealized +17.0%
DD DuPont de Nemours 0.0%
Value $204K Shares 2,674 Est. Cost $29.01 Unrealized +16.7%
GEV GE Vernova 0.0%
Value $203K Shares 618 Est. Cost $311.89 Unrealized 0.0%
BSTK Brite-Strike Tactical Illumina 0.0%
Value $1,000 Shares 53,000 Est. Cost $0.02 Unrealized -43.5%