Fund HoldingsWENDELL DAVID ASSOCIATES INC

Total Portfolio Value
$989.6K
Total Bought
$34.7K
Total Sold
$61.8K
Net Transaction
-$27.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Lilly, Eli(LLY)43,51443,564+5025343.42%+9
Stryker(SYK)120,978120,582-39636434.36%+7
Microsoft(MSFT)137,495138,030+53552585.87%+6
Mastercard(MA)123,970122,510-1,46053595.96%+6
Marathon Petroleum(MPC)077,397+77,3970161.58%+16
Fiserv(FISV)158,101157,016-1,08521252.54%+4
Automatic Data Processing0189,242+189,2420474.78%+47
AbbVie(ABBV)104,300104,389+8916191.92%+3
TJX Companies(TJX)405,650402,845-2,80538414.13%+3
Ecolab(ECL)70,48972,654+2,16514171.70%+3
Novo Nordisk ADR(NVO)77,47077,222-2488101.00%+2
ExxonMobil0101,550+101,5500121.19%+12
Church & Dwight(CHD)179,983177,338-2,64517181.87%+1
Procter & Gamble(PG)93,80092,516-1,28414151.52%+1
Costco Wholesale(COST)18,32918,228-10112131.35%+1
Amazon.com(AMZN)41,11041,109-1670.75%+1
Merck(MRK)51,69251,549-143670.69%+1
Danaher(DHR)075,728+75,7280191.91%+19
Alphabet Class A(GOOG)114,253113,050-1,20316171.72%+1
McCormick(MKC)0155,817+155,8170121.21%+12
Home Depot(HD)29,47029,418-5210111.14%+1
NextEra Energy(NEE)235,204240,114+4,91014151.55%+1
Berkshire Hathaway 'B'14,21814,570+352560.62%+1
Casey's General Stores(CASY)03,200+3,200010.10%+1
O'Reilly Automotive(ORLY)4,3404,528+188450.52%+1
Abbott Labs225,154225,979+82525262.60%+1
Grainger, W.W.(GWW)4,6994,6990450.48%+1
Colgate-Palmolive(CL)81,99881,573-425770.74%+1
CIGNA02,187+2,187010.08%+1
Lowe's(LOW)23,07623,102+26560.59%+1
Sherwin-Williams(SHW)24,24323,919-324880.84%+1
Intuit(INTU)40,54240,121-42125262.64%+1
Walmart(WMT)089,676+89,676050.55%+5
PepsiCo(PEP)91,31692,386+1,07016161.63%+1
Sysco(SYY)65,87566,827+952550.55%+1
Emerson Electric(EMR)036,335+36,335040.42%+4
Fortive(FTV)045,500+45,500040.40%+4
Edwards Lifesciences032,885+32,885030.32%+3
NVIDIA(NVDA)1,4341,367-67110.12%+1
Fastenal(FAST)39,20039,2000330.31%0
Intuitive Surgical7,2757,2750230.29%0
QUALCOMM(QCOM)51,52746,278-5,249780.79%0
Visa(V)19,99719,909-88560.56%0
Lockheed Martin(LMT)5,2845,852+568230.27%0
Disney, Walt(DIS)08,780+8,780010.11%+1
Accenture 'A'
SHS CLASS A
26,22727,249+1,022990.95%0
IBM(IBM)8,5658,587+22120.17%0
Williams Sonoma(WSM)2,0002,013+13010.06%0
Phillips 66(PSX)01,305+1,305000.02%0
General Dynamics(GD)0737+737000.02%0
Thermo Fisher Scientific(TMO)04,087+4,087020.24%+2
Ulta Beauty(ULTA)7,0536,923-130340.37%0
Watsco(WSO)32,94233,012+7014141.44%0
JPMorgan Chase(JPM)4,5464,572+26110.09%0
Marathon Oil033,588+33,588010.10%+1
Balchem21,47721,4770330.34%0
General Electric(GE)2,4302,487+57000.04%0
Caterpillar(CAT)01,653+1,653010.06%+1
Tractor Supply Company(TSCO)2,2152,252+37010.06%0
Johnson & Johnson(JNJ)0114,184+114,1840181.83%+18
Trimble(TRMB)09,312+9,312010.06%+1
Illinois Tool Works(ITW)18,54318,468-75550.50%0
Coca-Cola(KO)185,772180,498-5,27411111.12%0
ASML Holdings
N Y REGISTRY SHS
330352+22000.03%0
Berkshire Hathaway 'A'01+1010.06%+1
Jack Henry & Associates(JKHY)08,469+8,469010.15%+1
Norfolk Southern(NSC)3,9654,025+60110.10%0
Fortune Brands Home & Security10,34710,3470110.09%0
Eaton(ETN)0936+936000.03%0
ConocoPhillips(COP)04,377+4,377010.06%+1
Allstate(ALL)2,0002,0000000.03%0
Bank of America21,00120,385-616110.08%0
Amphenol 'A'4,7404,615-125010.05%0
Chevron(CVX)07,769+7,769010.12%+1
Hershey Company(HSY)010,091+10,091020.20%+2
Cummins(CMI)01,421+1,421000.04%0
Otis Worldwide(OTIS)5,9595,9590110.06%0
Oracle(ORCL)04,411+4,411010.06%+1
Ross Stores(ROST)6,4306,4300110.10%0
Genuine Parts(GPC)03,255+3,255010.05%+1
Linde plc(LIN)1,1701,151-19010.05%0
Equinix REIT(EQIX)628676+48110.06%0
Alphabet Class C(GOOG)01,851+1,851000.03%0
WEX(WEX)01,189+1,189000.03%0
Waste Management(WM)01,423+1,423000.03%0
Bristol-Myers Squibb(BMY)019,724+19,724010.11%+1
CSX(CSX)17,56817,674+106110.07%0
Republic Services(RSG)1,3501,379+29000.03%0
Northrop Grumman(NOC)1,9341,972+38110.10%0
Verizon Communications(VZ)65,43359,672-5,761230.25%0
Becton, Dickinson(BDX)015,115+15,115040.38%+4
Equifax(EFX)1,2001,212+12000.03%0
General Mills(GIS)05,074+5,074000.04%0
HEICO(HEI)02,115+2,115000.04%0
Ingredion(INGR)03,000+3,000000.04%0
Kellanova014,100+14,100010.08%+1
Carrier Global(CARR)17,93418,018+84110.11%0
AT&T(T)023,252+23,252000.04%0
Ametek2,1001,967-133000.04%0
Hewlett Packard Enterprise(HPE)019,200+19,200000.03%0
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