WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $1,013 (100.0% shares, 0.0% debt)

Holdings (149)

MSFT Microsoft 6.8%
Value ($000) $69 Shares 133,594 Est. Cost $50.57 Unrealized +906.0%
AAPL Apple 6.7%
Value ($000) $68 Shares 265,723 Est. Cost $83.44 Unrealized +170.4%
MA Mastercard 6.5%
Value ($000) $65 Shares 115,143 Est. Cost $72.81 Unrealized +687.6%
TJX TJX Companies 5.4%
Value ($000) $55 Shares 380,345 Est. Cost $34.69 Unrealized +281.3%
ADP Automatic Data Processing 5.2%
Value ($000) $53 Shares 180,129 Est. Cost $45.45 Unrealized +555.3%
SYK Stryker 4.2%
Value ($000) $42 Shares 113,942 Est. Cost $71.12 Unrealized +440.7%
LLY Lilly, Eli 3.2%
Value ($000) $32 Shares 42,149 Est. Cost $82.80 Unrealized +796.4%
ABT Abbott Labs 2.9%
Value ($000) $29 Shares 218,203 Est. Cost $41.94 Unrealized +211.4%
GOOGL Alphabet Class A 2.8%
Value ($000) $29 Shares 117,899 Est. Cost $109.58 Unrealized +90.9%
INTU Intuit 2.7%
Value ($000) $28 Shares 40,374 Est. Cost $122.30 Unrealized +488.2%
BR Broadridge Financial Solutions 2.4%
Value ($000) $24 Shares 101,134 Est. Cost $73.46 Unrealized +236.6%
ABBV AbbVie 2.3%
Value ($000) $23 Shares 99,752 Est. Cost $35.96 Unrealized +461.7%
MCD McDonald's 2.2%
Value ($000) $23 Shares 74,210 Est. Cost $75.54 Unrealized +299.0%
ECL Ecolab 1.9%
Value ($000) $20 Shares 71,278 Est. Cost $84.35 Unrealized +220.5%
JNJ Johnson & Johnson 1.9%
Value ($000) $19 Shares 103,757 Est. Cost $67.40 Unrealized +151.5%
NEE NextEra Energy 1.9%
Value ($000) $19 Shares 249,119 Est. Cost $57.22 Unrealized +26.2%
COST Costco Wholesale 1.5%
Value ($000) $16 Shares 16,931 Est. Cost $326.39 Unrealized +193.1%
MPC Marathon Petroleum 1.5%
Value ($000) $15 Shares 76,613 Est. Cost $37.92 Unrealized +360.1%
FISV Fiserv 1.4%
Value ($000) $15 Shares 113,433 Est. Cost $50.77 Unrealized +182.2%
PG Procter & Gamble 1.4%
Value ($000) $14 Shares 92,365 Est. Cost $58.81 Unrealized +163.4%
CHD Church & Dwight 1.3%
Value ($000) $13 Shares 153,245 Est. Cost $36.91 Unrealized +152.7%
WSO Watsco 1.3%
Value ($000) $13 Shares 32,083 Est. Cost $192.53 Unrealized +122.1%
KO Coca-Cola 1.1%
Value ($000) $11 Shares 172,882 Est. Cost $28.11 Unrealized +141.6%
PEP PepsiCo 1.0%
Value ($000) $11 Shares 75,520 Est. Cost $77.99 Unrealized +80.1%
XOM ExxonMobil 1.0%
Value ($000) $11 Shares 94,015 Est. Cost $56.01 Unrealized +95.9%
HD Home Depot 1.0%
Value ($000) $11 Shares 26,015 Est. Cost $129.13 Unrealized +201.4%
MKC McCormick 1.0%
Value ($000) $10 Shares 154,608 Est. Cost $57.99 Unrealized +19.1%
DHR Danaher 1.0%
Value ($000) $10 Shares 49,167 Est. Cost $49.81 Unrealized +298.3%
NKE NIKE 'B' 0.9%
Value ($000) $9 Shares 132,950 Est. Cost $44.28 Unrealized +66.6%
WMT Walmart 0.9%
Value ($000) $9 Shares 83,580 Est. Cost $45.02 Unrealized +120.4%
AMZN Amazon.com 0.8%
Value ($000) $9 Shares 39,019 Est. Cost $121.50 Unrealized +86.3%
IDXX IDEXX Labs 0.8%
Value ($000) $8 Shares 13,121 Est. Cost $76.94 Unrealized +688.9%
SHW Sherwin-Williams 0.8%
Value ($000) $8 Shares 23,326 Est. Cost $238.51 Unrealized +47.3%
RTX RTX Corporation 0.7%
Value ($000) $8 Shares 44,876 Est. Cost $57.69 Unrealized +167.4%
BRK/B Berkshire Hathaway 'B' 0.7%
Value ($000) $7 Shares 14,360 Est. Cost $184.96 Unrealized +161.9%
VEEV Veeva Systems 'A' 0.7%
Value ($000) $7 Shares 23,214 Est. Cost $233.29 Unrealized +20.6%
FDS FactSet Research Systems 0.7%
Value ($000) $7 Shares 24,001 Est. Cost $99.12 Unrealized +283.1%
AMT American Tower REIT 0.7%
Value ($000) $7 Shares 35,633 Est. Cost $102.12 Unrealized +100.3%
V Visa 0.7%
Value ($000) $7 Shares 19,527 Est. Cost $121.56 Unrealized +183.9%
APH Amphenol 'A' 0.6%
Value ($000) $6 Shares 52,420 Est. Cost $74.39 Unrealized +47.1%
CL Colgate-Palmolive 0.6%
Value ($000) $6 Shares 77,544 Est. Cost $44.45 Unrealized +90.4%
ORLY O'Reilly Automotive 0.6%
Value ($000) $6 Shares 56,890 Est. Cost $87.57 Unrealized +14.8%
QCOM QUALCOMM 0.6%
Value ($000) $6 Shares 34,777 Est. Cost $73.93 Unrealized +112.6%
AJG Arthur J. Gallagher 0.6%
Value ($000) $6 Shares 18,174 Est. Cost $286.17 Unrealized +4.9%
ACN Accenture 'A' 0.5%
Value ($000) $5 Shares 21,452 Est. Cost $121.09 Unrealized +115.2%
SYY Sysco 0.5%
Value ($000) $5 Shares 60,675 Est. Cost $29.48 Unrealized +167.5%
LOW Lowe's 0.5%
Value ($000) $5 Shares 19,407 Est. Cost $44.88 Unrealized +444.1%
CASY Casey's General Stores 0.5%
Value ($000) $5 Shares 8,440 Est. Cost $360.98 Unrealized +44.6%
MRK Merck 0.5%
Value ($000) $5 Shares 54,909 Est. Cost $46.44 Unrealized +74.4%
EMR Emerson Electric 0.4%
Value ($000) $4 Shares 33,356 Est. Cost $42.81 Unrealized +216.5%
APD Air Products & Chemicals 0.4%
Value ($000) $4 Shares 15,780 Est. Cost $69.50 Unrealized +310.8%
GWW Grainger, W.W. 0.4%
Value ($000) $4 Shares 4,313 Est. Cost $211.11 Unrealized +374.0%
FAST Fastenal 0.4%
Value ($000) $4 Shares 78,400 Est. Cost $25.77 Unrealized +82.2%
LMT Lockheed Martin 0.4%
Value ($000) $4 Shares 7,329 Est. Cost $431.90 Unrealized +3.8%
NVO Novo Nordisk ADR 0.4%
Value ($000) $4 Shares 65,847 Est. Cost $31.28 Unrealized
ITW Illinois Tool Works 0.4%
Value ($000) $4 Shares 13,950 Est. Cost $66.37 Unrealized +287.7%
PAYX Paychex 0.3%
Value ($000) $3 Shares 27,268 Est. Cost $28.28 Unrealized +385.0%
DE Deere & Company 0.3%
Value ($000) $3 Shares 7,445 Est. Cost $145.99 Unrealized +235.4%
ADI Analog Devices 0.3%
Value ($000) $3 Shares 13,846 Est. Cost $155.31 Unrealized +53.9%
EQIX Equinix REIT 0.3%
Value ($000) $3 Shares 4,292 Est. Cost $811.04 Unrealized -4.5%
ISRG Intuitive Surgical 0.3%
Value ($000) $3 Shares 7,275 Est. Cost $262.44 Unrealized +82.9%
CSCO Cisco Systems 0.3%
Value ($000) $3 Shares 46,418 Est. Cost $16.31 Unrealized +313.1%
AMGN Amgen 0.3%
Value ($000) $3 Shares 10,864 Est. Cost $82.02 Unrealized +249.4%
HON Honeywell Int'l 0.3%
Value ($000) $3 Shares 13,969 Est. Cost $115.21 Unrealized +79.8%
NVDA NVIDIA 0.3%
Value ($000) $3 Shares 13,877 Est. Cost $94.88 Unrealized +83.7%
BCPC Balchem 0.3%
Value ($000) $3 Shares 17,127 Est. Cost $48.33 Unrealized +224.0%
BDX Becton, Dickinson 0.2%
Value ($000) $2 Shares 13,297 Est. Cost $170.84 Unrealized +7.7%
UNP Union Pacific 0.2%
Value ($000) $2 Shares 10,396 Est. Cost $75.59 Unrealized +195.2%
IBM IBM 0.2%
Value ($000) $2 Shares 8,257 Est. Cost $120.24 Unrealized +115.9%
DKS Dick's Sporting Goods 0.2%
Value ($000) $2 Shares 9,346 Est. Cost $206.91 Unrealized +4.2%
PFF iShares S&P US Pfd ETF 0.2%
Value ($000) $2 Shares 63,162 Est. Cost $37.44 Unrealized
PM Philip Morris Int'l 0.2%
Value ($000) $2 Shares 11,157 Est. Cost $55.30 Unrealized +198.7%
HEI HEICO 0.2%
Value ($000) $2 Shares 5,244 Est. Cost $198.67 Unrealized +60.2%
VZ Verizon Communications 0.2%
Value ($000) $2 Shares 38,475 Est. Cost $30.82 Unrealized +37.9%
GILD Gilead Sciences 0.1%
Value ($000) $1 Shares 13,440 Est. Cost $56.43 Unrealized +99.0%
PFE Pfizer 0.1%
Value ($000) $1 Shares 57,687 Est. Cost $19.49 Unrealized +23.9%
MMM 3M Company 0.1%
Value ($000) $1 Shares 8,536 Est. Cost $78.27 Unrealized +95.6%
PPG PPG Industries 0.1%
Value ($000) $1 Shares 12,457 Est. Cost $91.06 Unrealized +20.8%
SNPS Synopsys 0.1%
Value ($000) $1 Shares 2,638 Est. Cost $517.88 Unrealized +9.2%
JPM JPMorgan Chase 0.1%
Value ($000) $1 Shares 4,000 Est. Cost $67.99 Unrealized +335.3%
VLTO Veralto 0.1%
Value ($000) $1 Shares 11,736 Est. Cost $73.75 Unrealized +42.7%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $1 Shares 2,577 Est. Cost $470.78 Unrealized -1.3%
ORCL Oracle 0.1%
Value ($000) $1 Shares 4,411 Est. Cost $63.75 Unrealized +298.7%
COP ConocoPhillips 0.1%
Value ($000) $1 Shares 12,991 Est. Cost $83.37 Unrealized +11.9%
CVX Chevron 0.1%
Value ($000) $1 Shares 7,866 Est. Cost $90.00 Unrealized +69.2%
NSC Norfolk Southern 0.1%
Value ($000) $1 Shares 4,025 Est. Cost $165.22 Unrealized +67.1%
NOC Northrop Grumman 0.1%
Value ($000) $1 Shares 1,972 Est. Cost $214.95 Unrealized +162.1%
Kellanova 0.1%
Value ($000) $1 Shares 14,100 Est. Cost $40.66 Unrealized +93.3%
ULTA Ulta Beauty 0.1%
Value ($000) $1 Shares 2,055 Est. Cost $330.63 Unrealized +55.0%
JKHY Jack Henry & Associates 0.1%
Value ($000) $1 Shares 7,419 Est. Cost $64.15 Unrealized +157.2%
EXPD Expeditors Int'l 0.1%
Value ($000) $1 Shares 8,900 Est. Cost $41.10 Unrealized +187.8%
SBUX Starbucks 0.1%
Value ($000) $1 Shares 12,725 Est. Cost $52.17 Unrealized +69.8%
BAC Bank of America 0.1%
Value ($000) $1 Shares 20,385 Est. Cost $23.90 Unrealized +102.2%
BF/B Brown-Forman 'B' 0.1%
Value ($000) $1 Shares 37,875 Est. Cost $39.75 Unrealized -28.1%
HSY Hershey Company 0.1%
Value ($000) $1 Shares 5,369 Est. Cost $170.33 Unrealized +5.5%
CARR Carrier Global 0.1%
Value ($000) $1 Shares 16,663 Est. Cost $18.65 Unrealized +262.6%
DIS Disney, Walt 0.1%
Value ($000) $1 Shares 7,810 Est. Cost $91.79 Unrealized +27.5%
GOOG Alphabet Class C 0.1%
Value ($000) $1 Shares 3,618 Est. Cost $138.59 Unrealized +51.5%
EW Edwards Lifesciences 0.1%
Value ($000) $1 Shares 10,620 Est. Cost $72.35 Unrealized +8.0%
ROST Ross Stores 0.1%
Value ($000) $1 Shares 4,990 Est. Cost $39.98 Unrealized +255.6%
HPQ HP 0.1%
Value ($000) $1 Shares 27,700 Est. Cost $11.22 Unrealized +133.0%
BRK/A Berkshire Hathaway 'A' 0.1%
Value ($000) $1 Shares 1 Est. Cost $199512.94 Unrealized +264.3%
ZTS Zoetis 0.1%
Value ($000) $1 Shares 5,082 Est. Cost $103.60 Unrealized +45.3%
GE GE Aerospace 0.1%
Value ($000) $1 Shares 2,461 Est. Cost $89.53 Unrealized +204.6%
PANW Palo Alto Networks 0.1%
Value ($000) $1 Shares 3,490 Est. Cost $156.81 Unrealized +22.1%
TRMB Trimble 0.1%
Value ($000) $1 Shares 8,700 Est. Cost $30.56 Unrealized +167.0%
CAT Caterpillar 0.1%
Value ($000) $1 Shares 1,443 Est. Cost $129.46 Unrealized +228.6%
WSM Williams Sonoma 0.1%
Value ($000) $1 Shares 3,500 Est. Cost $91.96 Unrealized +107.0%
CIGNA 0.1%
Value ($000) $1 Shares 2,317 Est. Cost $0.36 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $1 Shares 14,031 Est. Cost $46.40 Unrealized -1.9%
T AT&T 0.1%
Value ($000) $1 Shares 21,986 Est. Cost $12.93 Unrealized +117.0%
ALCO Alico 0.1%
Value ($000) $1 Shares 17,866 Est. Cost $27.33 Unrealized +21.1%
TSCO Tractor Supply Company 0.1%
Value ($000) $1 Shares 9,910 Est. Cost $51.31 Unrealized +14.1%
Fortune Brands Home & Security 0.1%
Value ($000) $1 Shares 10,347 Est. Cost $66.64 Unrealized
Linde plc 0.1%
Value ($000) $1 Shares 1,076 Est. Cost $0.37 Unrealized
RHHBY Roche Holding Ltd ADR 0.0%
Value ($000) $1 Shares 12,100 Est. Cost $48.75 Unrealized
RBC RBC Bearings 0.0%
Value ($000) $1 Shares 1,290 Est. Cost $232.37 Unrealized +67.5%
LHX L3 Harris Technologies 0.0%
Value ($000) $0 Shares 1,595 Est. Cost $180.73 Unrealized +50.1%
DUK Duke Energy 0.0%
Value ($000) $0 Shares 3,873 Est. Cost $66.83 Unrealized +79.2%
OTIS Otis Worldwide 0.0%
Value ($000) $0 Shares 5,223 Est. Cost $50.86 Unrealized +77.2%
DRI Darden Restaurants 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $147.14 Unrealized +38.5%
CSX CSX 0.0%
Value ($000) $0 Shares 13,368 Est. Cost $26.09 Unrealized +30.1%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $0 Shares 19,200 Est. Cost $6.50 Unrealized +236.8%
MO Altria 0.0%
Value ($000) $0 Shares 7,140 Est. Cost $30.55 Unrealized +101.0%
GPC Genuine Parts 0.0%
Value ($000) $0 Shares 3,305 Est. Cost $68.88 Unrealized +92.2%
AVGO Broadcom 0.0%
Value ($000) $0 Shares 1,347 Est. Cost $155.97 Unrealized +96.0%
MDLZ Mondelez Int'l 0.0%
Value ($000) $0 Shares 6,932 Est. Cost $36.83 Unrealized +72.2%
ALL Allstate 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $86.64 Unrealized +131.1%
CTAS Cintas 0.0%
Value ($000) $0 Shares 2,042 Est. Cost $173.73 Unrealized +22.5%
GEV GE Vernova 0.0%
Value ($000) $0 Shares 660 Est. Cost $415.97 Unrealized +45.6%
TMUS T-Mobile US 0.0%
Value ($000) $0 Shares 1,655 Est. Cost $138.65 Unrealized +73.3%
AME Ametek 0.0%
Value ($000) $0 Shares 2,075 Est. Cost $154.26 Unrealized +18.9%
EOG EOG Resources 0.0%
Value ($000) $0 Shares 3,453 Est. Cost $60.19 Unrealized +96.0%
INGR Ingredion 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $80.34 Unrealized +60.4%
ETN Eaton 0.0%
Value ($000) $0 Shares 921 Est. Cost $211.92 Unrealized +71.4%
WM Waste Management 0.0%
Value ($000) $0 Shares 1,378 Est. Cost $147.68 Unrealized +51.5%
RSG Republic Services 0.0%
Value ($000) $0 Shares 1,275 Est. Cost $151.78 Unrealized +53.7%
CSL Carlisle Companies 0.0%
Value ($000) $0 Shares 881 Est. Cost $378.29 Unrealized 0.0%
FLO Flowers Foods 0.0%
Value ($000) $0 Shares 22,050 Est. Cost $13.95 Unrealized +4.8%
TXN Texas Instruments 0.0%
Value ($000) $0 Shares 1,559 Est. Cost $103.70 Unrealized +86.4%
KMI Kinder Morgan Delaware 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $13.20 Unrealized +104.4%
GD General Dynamics 0.0%
Value ($000) $0 Shares 700 Est. Cost $255.81 Unrealized +22.7%
TT Trane Technologies plc 0.0%
Value ($000) $0 Shares 565 Est. Cost $313.71 Unrealized +36.0%
META Meta Platforms Cl A 0.0%
Value ($000) $0 Shares 323 Est. Cost $616.61 Unrealized +20.5%
UNH UnitedHealth Group 0.0%
Value ($000) $0 Shares 680 Est. Cost $340.49 Unrealized -12.2%
GIS General Mills 0.0%
Value ($000) $0 Shares 4,032 Est. Cost $64.57 Unrealized -23.4%
GLW Corning 0.0%
Value ($000) $0 Shares 2,477 Est. Cost $64.97 Unrealized 0.0%
IMRX Immuneering Corp 'A' 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $5.19 Unrealized 0.0%
BSTK Brite-Strike Tactical Illumina 0.0%
Value ($000) $0 Shares 53,000 Est. Cost $0.02 Unrealized -57.9%