WENDELL DAVID ASSOCIATES INC Diversified Active

Location: Portsmouth, NH

CIK: 0000878228 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

Total Value: $919M

Holdings (151)

AAPL Apple 7.0%
Value $64.04M Shares 252,349 Est. Cost $83.44 Unrealized +215.0%
TJX TJX Companies 6.3%
Value $57.55M Shares 360,391 Est. Cost $34.69 Unrealized +344.6%
MA Mastercard 5.8%
Value $53.73M Shares 107,536 Est. Cost $72.81 Unrealized +640.3%
MSFT Microsoft 5.3%
Value $48.71M Shares 131,592 Est. Cost $50.57 Unrealized +759.4%
LLY Eli Lilly 4.4%
Value $40.31M Shares 43,827 Est. Cost $111.23 Unrealized +841.4%
SYK Stryker 4.0%
Value $36.64M Shares 111,497 Est. Cost $71.12 Unrealized +412.7%
ADP Automatic Data Processing 3.8%
Value $35.13M Shares 172,904 Est. Cost $45.45 Unrealized +429.9%
GOOGL Alphabet Class A 3.5%
Value $32.21M Shares 112,018 Est. Cost $109.58 Unrealized +195.0%
JNJ Johnson & Johnson 2.7%
Value $24.6M Shares 100,652 Est. Cost $67.40 Unrealized +238.1%
NEE NextEra Energy 2.5%
Value $23.17M Shares 249,435 Est. Cost $57.22 Unrealized +52.3%
MCD McDonald's 2.4%
Value $22.23M Shares 71,541 Est. Cost $75.54 Unrealized +320.0%
ABT Abbott Labs 2.4%
Value $21.62M Shares 210,544 Est. Cost $41.94 Unrealized +175.2%
ABBV AbbVie 2.3%
Value $20.77M Shares 95,493 Est. Cost $35.96 Unrealized +519.0%
ECL Ecolab 2.1%
Value $19.22M Shares 72,244 Est. Cost $89.41 Unrealized +220.1%
MPC Marathon Petroleum 2.0%
Value $18.75M Shares 76,779 Est. Cost $37.92 Unrealized +387.0%
COST Costco Wholesale 1.9%
Value $17.85M Shares 17,918 Est. Cost $353.30 Unrealized +172.8%
INTU Intuit 1.9%
Value $17.18M Shares 39,743 Est. Cost $122.30 Unrealized +306.8%
XOM ExxonMobil 1.7%
Value $15.52M Shares 91,491 Est. Cost $56.01 Unrealized +147.7%
BR Broadridge Financial Solutions 1.5%
Value $14.12M Shares 86,873 Est. Cost $73.46 Unrealized +169.1%
KO Coca-Cola 1.4%
Value $12.79M Shares 168,148 Est. Cost $28.11 Unrealized +165.9%
PG Procter & Gamble 1.4%
Value $12.74M Shares 88,230 Est. Cost $58.81 Unrealized +158.1%
CHD Church & Dwight 1.4%
Value $12.6M Shares 135,023 Est. Cost $36.91 Unrealized +156.9%
PEP PepsiCo 1.2%
Value $11.27M Shares 72,544 Est. Cost $77.99 Unrealized +98.4%
WSO Watsco 1.2%
Value $11.17M Shares 30,709 Est. Cost $192.53 Unrealized +103.7%
WMT Walmart 1.0%
Value $9.629M Shares 77,479 Est. Cost $45.02 Unrealized +171.0%
DHR Danaher 1.0%
Value $8.755M Shares 46,177 Est. Cost $49.81 Unrealized +351.1%
AMZN Amazon.com 1.0%
Value $8.742M Shares 41,976 Est. Cost $128.99 Unrealized +75.9%
RTX RTX Corporation 0.9%
Value $8.355M Shares 43,314 Est. Cost $57.69 Unrealized +240.8%
HD Home Depot 0.9%
Value $8.086M Shares 24,587 Est. Cost $129.13 Unrealized +192.0%
SHW Sherwin-Williams 0.8%
Value $7.217M Shares 22,513 Est. Cost $238.51 Unrealized +49.0%
APH Amphenol 'A' 0.8%
Value $7.17M Shares 56,750 Est. Cost $79.12 Unrealized +85.0%
BRK/B Berkshire Hathaway 'B' 0.8%
Value $6.968M Shares 14,540 Est. Cost $189.20 Unrealized +160.8%
MRK Merck 0.7%
Value $6.781M Shares 56,376 Est. Cost $47.25 Unrealized +141.8%
MKC McCormick 0.7%
Value $6.63M Shares 131,453 Est. Cost $57.99 Unrealized +15.0%
IDXX IDEXX Labs 0.7%
Value $6.219M Shares 11,068 Est. Cost $76.94 Unrealized +771.2%
CASY Casey's General Stores 0.7%
Value $6.136M Shares 8,430 Est. Cost $364.28 Unrealized +73.2%
CL Colgate-Palmolive 0.7%
Value $6.101M Shares 71,584 Est. Cost $44.45 Unrealized +99.6%
V Visa 0.6%
Value $5.585M Shares 18,478 Est. Cost $121.56 Unrealized +170.8%
NKE NIKE 'B' 0.6%
Value $5.405M Shares 102,338 Est. Cost $44.28 Unrealized +44.5%
ORLY O'Reilly Automotive 0.5%
Value $4.843M Shares 52,465 Est. Cost $87.57 Unrealized +8.5%
VEEV Veeva Systems 'A' 0.5%
Value $4.755M Shares 27,069 Est. Cost $237.92 Unrealized -14.3%
AJG Arthur J. Gallagher 0.5%
Value $4.584M Shares 21,164 Est. Cost $281.31 Unrealized -14.5%
LOW Lowe's 0.5%
Value $4.577M Shares 19,372 Est. Cost $44.88 Unrealized +504.9%
APD Air Products & Chemicals 0.5%
Value $4.569M Shares 15,730 Est. Cost $69.50 Unrealized +290.6%
QCOM QUALCOMM 0.5%
Value $4.382M Shares 34,027 Est. Cost $73.93 Unrealized +108.2%
EMR Emerson Electric 0.5%
Value $4.37M Shares 33,356 Est. Cost $42.81 Unrealized +246.9%
LMT Lockheed Martin 0.5%
Value $4.32M Shares 7,147 Est. Cost $434.40 Unrealized +38.3%
SYY Sysco 0.5%
Value $4.276M Shares 59,949 Est. Cost $29.48 Unrealized +179.0%
ADI Analog Devices 0.5%
Value $4.177M Shares 13,129 Est. Cost $155.31 Unrealized +103.6%
EQIX Equinix REIT 0.4%
Value $4.119M Shares 4,202 Est. Cost $810.43 Unrealized -5.7%
GWW Grainger, W.W. 0.4%
Value $4.097M Shares 3,756 Est. Cost $211.11 Unrealized +418.5%
DE Deere & Company 0.4%
Value $3.86M Shares 6,853 Est. Cost $145.99 Unrealized +277.7%
FDS FactSet Research Systems 0.4%
Value $3.831M Shares 17,656 Est. Cost $99.12 Unrealized +149.3%
AMGN Amgen 0.4%
Value $3.798M Shares 10,793 Est. Cost $82.02 Unrealized +326.3%
CSCO Cisco Systems 0.4%
Value $3.61M Shares 46,533 Est. Cost $16.31 Unrealized +377.6%
FAST Fastenal 0.4%
Value $3.332M Shares 71,800 Est. Cost $25.77 Unrealized +71.8%
ITW Illinois Tool Works 0.4%
Value $3.271M Shares 12,568 Est. Cost $66.37 Unrealized +311.7%
HON Honeywell Int'l 0.3%
Value $3.112M Shares 13,769 Est. Cost $115.21 Unrealized +96.1%
ACN Accenture 'A' 0.3%
Value $3.023M Shares 15,247 Est. Cost $121.09 Unrealized +109.1%
SNPS Synopsys 0.3%
Value $2.934M Shares 7,400 Est. Cost $480.23 Unrealized -1.8%
HEI HEICO 0.3%
Value $2.794M Shares 10,189 Est. Cost $263.70 Unrealized +28.5%
FISV Fiserv 0.3%
Value $2.746M Shares 49,212 Est. Cost $50.77 Unrealized +25.9%
NVDA NVIDIA 0.3%
Value $2.628M Shares 15,067 Est. Cost $105.08 Unrealized +77.6%
PAYX Paychex 0.3%
Value $2.461M Shares 26,717 Est. Cost $28.28 Unrealized +260.6%
ISRG Intuitive Surgical 0.3%
Value $2.371M Shares 5,144 Est. Cost $262.44 Unrealized +98.5%
AMT American Tower REIT 0.2%
Value $2.268M Shares 13,144 Est. Cost $102.12 Unrealized +71.2%
NVO Novo Nordisk ADR 0.2%
Value $2.17M Shares 59,058 Est. Cost $82.06 Unrealized
BDX Becton, Dickinson 0.2%
Value $2.06M Shares 13,101 Est. Cost $170.84 Unrealized -1.8%
DKS Dick's Sporting Goods 0.2%
Value $2.011M Shares 10,141 Est. Cost $207.37 Unrealized +0.3%
IBM IBM 0.2%
Value $2.001M Shares 8,257 Est. Cost $120.24 Unrealized +136.1%
UNP Union Pacific 0.2%
Value $1.994M Shares 8,220 Est. Cost $75.59 Unrealized +221.9%
VZ Verizon Communications 0.2%
Value $1.952M Shares 38,875 Est. Cost $30.95 Unrealized +41.6%
PM Philip Morris Int'l 0.2%
Value $1.925M Shares 11,642 Est. Cost $71.47 Unrealized +146.1%
PFF iShares S&P US Pfd ETF 0.2%
Value $1.912M Shares 63,062 Est. Cost $37.44 Unrealized
GILD Gilead Sciences 0.2%
Value $1.873M Shares 13,440 Est. Cost $56.43 Unrealized +145.2%
PFE Pfizer 0.2%
Value $1.851M Shares 65,922 Est. Cost $20.27 Unrealized +29.1%
BCPC Balchem 0.2%
Value $1.846M Shares 10,890 Est. Cost $48.33 Unrealized +250.0%
COP ConocoPhillips 0.2%
Value $1.715M Shares 12,991 Est. Cost $83.37 Unrealized +23.1%
CVX Chevron 0.2%
Value $1.628M Shares 7,866 Est. Cost $90.00 Unrealized +91.0%
PPG PPG Industries 0.1%
Value $1.331M Shares 12,457 Est. Cost $91.06 Unrealized +28.3%
NOC Northrop Grumman 0.1%
Value $1.311M Shares 1,922 Est. Cost $214.95 Unrealized +213.4%
EXPD Expeditors Int'l 0.1%
Value $1.253M Shares 8,750 Est. Cost $41.10 Unrealized +281.6%
MMM 3M Company 0.1%
Value $1.228M Shares 8,453 Est. Cost $78.27 Unrealized +109.5%
TMO Thermo Fisher Scientific 0.1%
Value $1.208M Shares 2,457 Est. Cost $470.78 Unrealized +22.1%
JPM JPMorgan Chase 0.1%
Value $1.177M Shares 4,000 Est. Cost $67.99 Unrealized +358.1%
NSC Norfolk Southern 0.1%
Value $1.155M Shares 4,025 Est. Cost $165.22 Unrealized +80.5%
JKHY Jack Henry & Associates 0.1%
Value $1.133M Shares 7,169 Est. Cost $64.15 Unrealized +173.4%
HSY Hershey Company 0.1%
Value $1.108M Shares 5,331 Est. Cost $170.33 Unrealized +20.2%
GOOG Alphabet Class C 0.1%
Value $1.085M Shares 3,782 Est. Cost $145.63 Unrealized +122.3%
ULTA Ulta Beauty 0.1%
Value $1.019M Shares 1,950 Est. Cost $330.63 Unrealized +102.6%
VLTO Veralto 0.1%
Value $995K Shares 11,252 Est. Cost $73.75 Unrealized +32.2%
SBUX Starbucks 0.1%
Value $994K Shares 11,095 Est. Cost $52.17 Unrealized +79.5%
BAC Bank of America 0.1%
Value $994K Shares 20,385 Est. Cost $23.90 Unrealized +124.5%
CAT Caterpillar 0.1%
Value $962K Shares 1,358 Est. Cost $129.46 Unrealized +428.7%
ROST Ross Stores 0.1%
Value $951K Shares 4,390 Est. Cost $39.98 Unrealized +381.2%
CARR Carrier Global 0.1%
Value $812K Shares 14,420 Est. Cost $18.65 Unrealized +219.9%
BF/B Brown-Forman 'B' 0.1%
Value $792K Shares 29,962 Est. Cost $39.75 Unrealized -29.6%
BMY Bristol-Myers Squibb 0.1%
Value $790K Shares 13,032 Est. Cost $46.40 Unrealized +23.8%
DIS Disney, Walt 0.1%
Value $779K Shares 8,087 Est. Cost $92.39 Unrealized +18.5%
ALCO Alico 0.1%
Value $737K Shares 17,866 Est. Cost $27.33 Unrealized +45.6%
EW Edwards Lifesciences 0.1%
Value $726K Shares 9,060 Est. Cost $72.35 Unrealized +13.3%
BRK/A Berkshire Hathaway 'A' 0.1%
Value $718K Shares 1 Est. Cost $199512.94 Unrealized +271.1%
RBC RBC Bearings 0.1%
Value $701K Shares 1,290 Est. Cost $232.37 Unrealized +122.8%
GE GE Aerospace 0.1%
Value $646K Shares 2,278 Est. Cost $89.53 Unrealized +255.4%
T AT&T 0.1%
Value $637K Shares 21,986 Est. Cost $12.93 Unrealized +99.1%
WSM Williams Sonoma 0.1%
Value $620K Shares 3,400 Est. Cost $91.96 Unrealized +126.0%
CIGNA 0.1%
Value $618K Shares 2,317 Est. Cost $356.68 Unrealized
RHHBY Roche Holding Ltd ADR 0.1%
Value $601K Shares 12,100 Est. Cost $48.75 Unrealized
GEV GE Vernova 0.1%
Value $576K Shares 660 Est. Cost $415.97 Unrealized +77.2%
ORCL Oracle 0.1%
Value $572K Shares 3,885 Est. Cost $63.75 Unrealized +166.1%
TRMB Trimble 0.1%
Value $568K Shares 8,700 Est. Cost $30.56 Unrealized +132.4%
LHX L3 Harris Technologies 0.1%
Value $551K Shares 1,595 Est. Cost $180.73 Unrealized +89.9%
CSX CSX 0.1%
Value $549K Shares 13,368 Est. Cost $26.09 Unrealized +47.6%
PANW Palo Alto Networks 0.1%
Value $547K Shares 3,415 Est. Cost $156.81 Unrealized +9.8%
ZTS Zoetis 0.1%
Value $536K Shares 4,537 Est. Cost $103.60 Unrealized +21.6%
MO Altria 0.1%
Value $533K Shares 8,081 Est. Cost $38.19 Unrealized +65.1%
Linde plc 0.1%
Value $533K Shares 1,076 Est. Cost $366.27 Unrealized
HPQ HP 0.1%
Value $532K Shares 27,700 Est. Cost $11.22 Unrealized +76.2%
WAT Waters 0.1%
Value $527K Shares 1,770 Est. Cost $367.10 Unrealized 0.0%
DUK Duke Energy 0.1%
Value $496K Shares 3,790 Est. Cost $66.83 Unrealized +80.9%
DRI Darden Restaurants 0.1%
Value $490K Shares 2,500 Est. Cost $147.14 Unrealized +41.0%
EOG EOG Resources 0.1%
Value $486K Shares 3,363 Est. Cost $60.19 Unrealized +86.3%
HPE Hewlett Packard Enterprise 0.0%
Value $457K Shares 19,200 Est. Cost $6.50 Unrealized +239.6%
AME Ametek 0.0%
Value $445K Shares 2,075 Est. Cost $154.26 Unrealized +44.7%
MDLZ Mondelez Int'l 0.0%
Value $428K Shares 7,432 Est. Cost $38.26 Unrealized +52.0%
AVGO Broadcom 0.0%
Value $422K Shares 1,363 Est. Cost $165.49 Unrealized +101.9%
ALL Allstate 0.0%
Value $415K Shares 2,000 Est. Cost $86.64 Unrealized +134.2%
Fortune Brands Home & Security 0.0%
Value $403K Shares 10,347 Est. Cost $66.64 Unrealized
TSCO Tractor Supply Company 0.0%
Value $370K Shares 8,160 Est. Cost $51.31 Unrealized +2.8%
CTAS Cintas 0.0%
Value $367K Shares 2,167 Est. Cost $174.62 Unrealized +10.7%
GPC Genuine Parts 0.0%
Value $350K Shares 3,305 Est. Cost $68.88 Unrealized +93.8%
INGR Ingredion 0.0%
Value $338K Shares 3,000 Est. Cost $80.34 Unrealized +44.6%
GLW Corning 0.0%
Value $337K Shares 2,477 Est. Cost $64.97 Unrealized +71.9%
KMI Kinder Morgan Delaware 0.0%
Value $335K Shares 10,000 Est. Cost $13.20 Unrealized +125.4%
ETN Eaton 0.0%
Value $330K Shares 921 Est. Cost $211.92 Unrealized +66.9%
TMUS T-Mobile US 0.0%
Value $311K Shares 1,480 Est. Cost $138.65 Unrealized +44.4%
OTIS Otis Worldwide 0.0%
Value $310K Shares 4,027 Est. Cost $50.86 Unrealized +76.0%
CSL Carlisle Companies 0.0%
Value $296K Shares 886 Est. Cost $377.36 Unrealized -1.6%
RSG Republic Services 0.0%
Value $279K Shares 1,275 Est. Cost $151.78 Unrealized +42.7%
WM Waste Management 0.0%
Value $265K Shares 1,152 Est. Cost $147.68 Unrealized +53.1%
SOLS Solstice Advanced Materials, Inc. 0.0%
Value $256K Shares 3,360 Est. Cost $65.21 Unrealized 0.0%
TXN Texas Instruments 0.0%
Value $246K Shares 1,267 Est. Cost $103.70 Unrealized +98.9%
GD General Dynamics 0.0%
Value $240K Shares 700 Est. Cost $255.81 Unrealized +38.6%
PSX Phillips 66 0.0%
Value $238K Shares 1,305 Est. Cost $147.11 Unrealized 0.0%
TT Trane Technologies plc 0.0%
Value $235K Shares 565 Est. Cost $313.71 Unrealized +34.6%
CMI Cummins 0.0%
Value $227K Shares 422 Est. Cost $466.32 Unrealized +23.4%
UNH UnitedHealth Group 0.0%
Value $208K Shares 767 Est. Cost $340.12 Unrealized -9.2%
CB Chubb Ltd 0.0%
Value $207K Shares 634 Est. Cost $316.22 Unrealized 0.0%
FLO Flowers Foods 0.0%
Value $164K Shares 20,100 Est. Cost $13.95 Unrealized -22.4%
IMRX Immuneering Corp 'A' 0.0%
Value $79,000 Shares 15,000 Est. Cost $5.19 Unrealized -1.3%
BSTK Brite-Strike Tactical Illumina 0.0%
Value $1,000 Shares 53,000 Est. Cost $0.02 Unrealized -38.4%