WENDELL DAVID ASSOCIATES INC

data from 30/09/2025

Capitalization

$ 1.013 B 1.88 %

Average holding period

45 ans

Performance

$ 821.484 M 16 924.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WENDELL DAVID ASSOCIATES INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT Microsoft 6.83% 69.195 M $ 133594 2012/09/30 2.748 M $ 4.13 %
2025/09/30 AAPL Apple 6.68% 67.661 M $ 265723 2012/09/30 13.383 M $ 24.11 %
2025/09/30 MA Mastercard 6.47% 65.494 M $ 115143 2011/12/31 790.132 K $ 1.22 %
2025/09/30 TJX TJX Companies 5.43% 54.975 M $ 380345 2012/09/30 8.012 M $ 17.05 %
2025/09/30 ADP Automatic Data Processing 5.22% 52.868 M $ 180129 2000/06/30 -2.681 M $ -4.83 %
2025/09/30 SYK Stryker 4.16% 42.121 M $ 113942 2000/06/30 -2.949 M $ -6.56 %
2025/09/30 LLY Lilly, Eli 3.17% 32.160 M $ 42149 2000/06/30 -688.557 K $ -2.12 %
2025/09/30 ABT Abbott Labs 2.89% 29.226 M $ 218203 2000/06/30 -450.893 K $ -1.52 %
2025/09/30 GOOGL Alphabet Class A 2.83% 28.661 M $ 117899 2015/12/31 7.857 M $ 37.95 %
2025/09/30 INTU Intuit 2.72% 27.572 M $ 40374 2012/09/30 -4.180 M $ -13.30 %
2025/09/30 BR Broadridge Financial Solutions 2.38% 24.087 M $ 101134 2007/03/31 -490.514 K $ -2.00 %
2025/09/30 ABBV AbbVie 2.28% 23.097 M $ 99752 2013/03/31 4.581 M $ 24.74 %
2025/09/30 MCD McDonald's 2.23% 22.552 M $ 74210 2000/06/30 870.233 K $ 4.01 %
2025/09/30 ECL Ecolab 1.93% 19.520 M $ 71278 2007/06/30 313.324 K $ 1.64 %
2025/09/30 JNJ Johnson & Johnson 1.90% 19.239 M $ 103757 2000/06/30 3.392 M $ 21.39 %
2025/09/30 NEE NextEra Energy 1.86% 18.806 M $ 249119 2015/06/30 1.507 M $ 8.74 %
2025/09/30 COST Costco Wholesale 1.55% 15.672 M $ 16931 2017/09/30 -1.086 M $ -6.50 %
2025/09/30 MPC Marathon Petroleum 1.46% 14.766 M $ 76613 2011/12/31 2.040 M $ 16.03 %
2025/09/30 FI Fiserv 1.44% 14.625 M $ 113433 2012/09/30 -5.761 M $ -25.22 %
2025/09/30 PG Procter & Gamble 1.40% 14.192 M $ 92365 2000/06/30 -523.715 K $ -3.56 %
2025/09/30 CHD Church & Dwight 1.33% 13.429 M $ 153245 2012/03/31 -1.367 M $ -8.82 %
2025/09/30 WSO Watsco 1.28% 12.971 M $ 32083 2017/03/31 -1.197 M $ -8.45 %
2025/09/30 KO Coca-Cola 1.13% 11.466 M $ 172882 2012/09/30 -766.314 K $ -6.26 %
2025/09/30 PEP PepsiCo 1.05% 10.606 M $ 75520 2000/06/30 655.536 K $ 6.36 %
2025/09/30 XOM ExxonMobil 1.05% 10.600 M $ 94015 2012/09/30 465.374 K $ 4.59 %
2025/09/30 HD Home Depot 1.04% 10.541 M $ 26015 2000/06/30 1.004 M $ 10.51 %
2025/09/30 MKC McCormick 1.02% 10.345 M $ 154608 2008/12/31 -1.415 M $ -11.75 %
2025/09/30 DHR Danaher 0.96% 9.748 M $ 49167 2012/09/30 37.319 K $ 0.36 %
2025/09/30 NKE NIKE 'B' 0.92% 9.271 M $ 132950 2008/09/30 -180.778 K $ -1.84 %
2025/09/30 WMT Walmart 0.85% 8.614 M $ 83580 2000/06/30 442.411 K $ 5.40 %
2025/09/30 AMZN Amazon.com 0.85% 8.567 M $ 39019 2010/12/31 7.023 K $ 0.08 %
2025/09/30 IDXX IDEXX Labs 0.83% 8.383 M $ 13121 2012/06/30 1.349 M $ 19.12 %
2025/09/30 SHW Sherwin-Williams 0.80% 8.077 M $ 23326 2018/09/30 67.155 K $ 0.84 %
2025/09/30 RTX RTX Corporation 0.74% 7.509 M $ 44876 2020/06/30 962.018 K $ 14.59 %
2025/09/30 BRK-B Berkshire Hathaway 'B' 0.71% 7.219 M $ 14360 2015/06/30 242.416 K $ 3.49 %
2025/09/30 VEEV Veeva Systems 'A' 0.68% 6.916 M $ 23214 2024/09/30 192.552 K $ 3.45 %
2025/09/30 FDS FactSet Research Systems 0.68% 6.876 M $ 24001 2009/09/30 -3.936 M $ -35.95 %
2025/09/30 AMT American Tower REIT 0.68% 6.853 M $ 35633 2015/06/30 -1.019 M $ -12.99 %
2025/09/30 V Visa 0.66% 6.666 M $ 19527 2014/03/31 -268.711 K $ -3.85 %
2025/09/30 APH Amphenol 'A' 0.64% 6.487 M $ 52420 2023/09/30 1.032 M $ 25.32 %
2025/09/30 CL Colgate-Palmolive 0.61% 6.199 M $ 77544 2000/06/30 -852.403 K $ -12.06 %
2025/09/30 ORLY O'Reilly Automotive 0.61% 6.133 M $ 56890 2019/03/31 1.007 M $ 19.62 %
2025/09/30 QCOM QUALCOMM 0.57% 5.786 M $ 34777 2000/09/30 246.703 K $ 4.46 %
2025/09/30 AJG Arthur J. Gallagher 0.56% 5.629 M $ 18174 2024/06/30 -165.374 K $ -3.24 %
2025/09/30 ACN Accenture 'A' 0.52% 5.290 M $ 21452 2015/06/30 -1.442 M $ -17.49 %
2025/09/30 SYY Sysco 0.49% 4.996 M $ 60675 2000/06/30 400.620 K $ 8.71 %
2025/09/30 LOW Lowe's 0.48% 4.877 M $ 19407 2011/03/31 577.583 K $ 13.27 %
2025/09/30 CASY Casey's General Stores 0.47% 4.771 M $ 8440 2024/03/31 383.973 K $ 10.79 %
2025/09/30 MRK Merck 0.46% 4.609 M $ 54909 2015/06/30 261.915 K $ 6.03 %
2025/09/30 EMR Emerson Electric 0.43% 4.376 M $ 33356 2000/06/30 -71.715 K $ -1.61 %
2025/09/30 APD Air Products & Chemicals 0.42% 4.303 M $ 15780 2000/06/30 -147.385 K $ -3.31 %
2025/09/30 GWW Grainger, W.W. 0.41% 4.110 M $ 4313 2011/03/31 -376.525 K $ -8.39 %
2025/09/30 FAST Fastenal 0.38% 3.845 M $ 78400 2007/03/31 551.935 K $ 16.76 %
2025/09/30 LMT Lockheed Martin 0.36% 3.659 M $ 7329 2023/09/30 264.357 K $ 7.79 %
2025/09/30 NVO Novo Nordisk ADR 0.36% 3.654 M $ 65847 2010/06/30 -985.011 K $ -19.60 %
2025/09/30 ITW Illinois Tool Works 0.36% 3.638 M $ 13950 2006/12/31 198.934 K $ 5.46 %
2025/09/30 PAYX Paychex 0.34% 3.457 M $ 27268 2000/06/30 -510.566 K $ -12.85 %
2025/09/30 DE Deere & Company 0.34% 3.404 M $ 7445 2011/12/31 -407.073 K $ -10.08 %
2025/09/30 ADI Analog Devices 0.34% 3.402 M $ 13846 2022/06/30 106.337 K $ 3.23 %
2025/09/30 EQIX Equinix REIT 0.33% 3.362 M $ 4292 2021/06/30 -53.518 K $ -1.54 %
2025/09/30 ISRG Intuitive Surgical 0.32% 3.254 M $ 7275 2012/09/30 -699.709 K $ -17.70 %
2025/09/30 CSCO Cisco Systems 0.31% 3.176 M $ 46418 2000/06/30 -44.561 K $ -1.38 %
2025/09/30 AMGN Amgen 0.30% 3.066 M $ 10864 2012/06/30 32.483 K $ 1.07 %
2025/09/30 HON Honeywell Int'l 0.29% 2.941 M $ 13969 2017/09/30 -313.745 K $ -9.61 %
2025/09/30 NVDA NVIDIA 0.26% 2.589 M $ 13877 2023/03/31 409.323 K $ 18.10 %
2025/09/30 BCPC Balchem 0.25% 2.570 M $ 17127 2011/06/30 -156.540 K $ -5.74 %
2025/09/30 BDX Becton, Dickinson 0.25% 2.489 M $ 13297 2012/03/31 203.643 K $ 8.66 %
2025/09/30 UNP Union Pacific 0.24% 2.457 M $ 10396 2013/09/30 66.334 K $ 2.73 %
2025/09/30 IBM IBM 0.23% 2.330 M $ 8257 2012/09/30 -104.203 K $ -4.28 %
2025/09/30 DKS Dick's Sporting Goods 0.21% 2.077 M $ 9346 2024/09/30 212.440 K $ 12.34 %
2025/09/30 PFF iShares S&P US Pfd ETF 0.20% 1.997 M $ 63162 2014/09/30 59.447 K $ 3.06 %
2025/09/30 PM Philip Morris Int'l 0.18% 1.810 M $ 11157 2008/12/31 -222.359 K $ -10.94 %
2025/09/30 HEI HEICO 0.17% 1.693 M $ 5244 2020/12/31 -27.086 K $ -1.58 %
2025/09/30 VZ Verizon Communications 0.17% 1.691 M $ 38475 2011/12/31 26.230 K $ 1.57 %
2025/09/30 GILD Gilead Sciences 0.15% 1.492 M $ 13440 2008/06/30 1.747 K $ 0.12 %
2025/09/30 PFE Pfizer 0.15% 1.470 M $ 57687 2000/06/30 70.725 K $ 5.11 %
2025/09/30 MMM 3M Company 0.13% 1.325 M $ 8536 2013/06/30 25.095 K $ 1.93 %
2025/09/30 PPG PPG Industries 0.13% 1.309 M $ 12457 2017/09/30 -107.628 K $ -7.60 %
2025/09/30 SNPS Synopsys 0.13% 1.302 M $ 2638 2025/03/31 -28.587 K $ -3.76 %
2025/09/30 JPM JPMorgan Chase 0.12% 1.262 M $ 4000 2013/06/30 102.079 K $ 8.80 %
2025/09/30 VLTO Veralto 0.12% 1.251 M $ 11736 2023/12/31 66.589 K $ 5.61 %
2025/09/30 TMO Thermo Fisher Scientific 0.12% 1.250 M $ 2577 2018/09/30 213.300 K $ 19.62 %
2025/09/30 ORCL Oracle 0.12% 1.241 M $ 4411 2020/06/30 276.172 K $ 28.65 %
2025/09/30 COP ConocoPhillips 0.12% 1.229 M $ 12991 2021/03/31 63.248 K $ 5.41 %
2025/09/30 CVX Chevron 0.12% 1.222 M $ 7866 2003/03/31 94.004 K $ 8.45 %
2025/09/30 NSC Norfolk Southern 0.12% 1.209 M $ 4025 2017/09/30 178.871 K $ 17.37 %
2025/09/30 NOC Northrop Grumman 0.12% 1.201 M $ 1972 2014/12/31 215.618 K $ 21.87 %
2025/09/30 K Kellanova 0.11% 1.156 M $ 14100 2000/06/30 35.108 K $ 3.13 %
2025/09/30 ULTA Ulta Beauty 0.11% 1.124 M $ 2055 2015/09/30 162.201 K $ 16.88 %
2025/09/30 JKHY Jack Henry & Associates 0.11% 1.105 M $ 7419 2014/09/30 -231.769 K $ -17.34 %
2025/09/30 EXPD Expeditors Int'l 0.11% 1.091 M $ 8900 2004/06/30 75.343 K $ 7.30 %
2025/09/30 SBUX Starbucks 0.11% 1.077 M $ 12725 2013/03/31 -90.173 K $ -7.67 %
2025/09/30 BAC Bank of America 0.10% 1.052 M $ 20385 2019/03/31 87.043 K $ 9.02 %
2025/09/30 BF-B Brown-Forman 'B' 0.10% 1.026 M $ 37875 2012/06/30 17.195 K $ 0.63 %
2025/09/30 HSY Hershey Company 0.10% 1.004 M $ 5369 2013/09/30 109.614 K $ 12.72 %
2025/09/30 CARR Carrier Global 0.10% 995.000 K $ 16663 2020/06/30 -230.719 K $ -18.43 %
2025/09/30 DIS Disney, Walt 0.09% 894.000 K $ 7810 2012/03/31 -74.273 K $ -7.66 %
2025/09/30 GOOG Alphabet Class C 0.09% 881.000 K $ 3618 2023/03/31 219.320 K $ 37.30 %
2025/09/30 EW Edwards Lifesciences 0.08% 826.000 K $ 10620 2017/06/30 -4.672 K $ -0.56 %
2025/09/30 ROST Ross Stores 0.08% 760.000 K $ 4990 2010/09/30 126.779 K $ 19.44 %