Fund HoldingsWENDELL DAVID ASSOCIATES INC

Total Portfolio Value
$1.00M
Total Bought
$9.3K
Total Sold
$73.5K
Net Transaction
-$64.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Abbott Labs0220,319+220,3190292.92%+29
AbbVie(ABBV)0101,869+101,8690212.13%+21
Lilly, Eli(LLY)042,925+42,9250353.54%+35
Arthur J. Gallagher(AJG)11,66714,975+3,308350.52%+2
Fiserv(FISV)135,300134,115-1,18528302.96%+2
Veeva Systems 'A'(VEEV)11,31317,869+6,556240.41%+2
Coca-Cola(KO)0175,944+175,9440131.26%+13
Johnson & Johnson(JNJ)0105,334+105,3340171.74%+17
McDonald's(MCD)074,680+74,6800232.33%+23
American Tower REIT(AMT)036,003+36,003080.78%+8
Ecolab(ECL)072,888+72,8880181.84%+18
ExxonMobil098,015+98,0150121.16%+12
Automatic Data Processing185,653181,458-4,19554555.53%+1
Broadridge Financial Solutions(BR)104,992102,414-2,57824252.48%+1
Watsco(WSO)032,088+32,0880161.63%+16
McCormick(MKC)0165,726+165,7260141.36%+14
Amphenol 'A'23,33038,780+15,450230.25%+1
O'Reilly Automotive(ORLY)03,821+3,821050.55%+5
HEICO(HEI)2,2105,244+3,034110.14%+1
Mastercard(MA)120,894117,737-3,15764656.44%+1
RTX Corporation(RTX)045,144+45,144060.60%+6
Berkshire Hathaway 'B'14,80013,800-1,000770.73%+1
Visa(V)19,88019,732-148670.69%+1
Costco Wholesale(COST)17,98517,963-2216171.70%+1
Synopsys(SNPS)01,117+1,117000.05%0
Philip Morris Int'l(PM)11,20711,157-50120.18%0
Amgen(AMGN)010,885+10,885030.34%+3
Marathon Petroleum(MPC)076,547+76,5470111.11%+11
Deere & Company(DE)6,4676,4670330.30%0
Paychex(PAYX)030,315+30,315050.47%+5
Church & Dwight(CHD)173,665167,574-6,09118181.84%0
Casey's General Stores(CASY)6,8556,8550330.30%0
IBM(IBM)8,2078,257+50220.20%0
Gilead Sciences(GILD)13,64013,440-200120.15%0
Fastenal(FAST)39,20039,2000330.30%0
Verizon Communications(VZ)039,617+39,617020.18%+2
General Dynamics(GD)0737+737000.02%0
Chevron(CVX)7,7697,7690110.13%0
Stryker(SYK)0116,423+116,4230434.32%+43
3M Company(MMM)8,5368,5360110.13%0
Colgate-Palmolive(CL)079,014+79,014070.74%+7
AT&T(T)21,74721,836+89010.06%0
Berkshire Hathaway 'A'110110.08%0
Procter & Gamble(PG)092,338+92,3380161.57%+16
Sherwin-Williams(SHW)023,157+23,157080.81%+8
Northrop Grumman(NOC)1,9721,9720110.10%0
GE Aerospace(GE)2,4872,4870000.05%0
Air Products & Chemicals15,88115,8810550.47%0
ConocoPhillips(COP)12,94112,9410110.14%0
Roche Holding Ltd ADR12,10012,1000000.05%0
T-Mobile US(TMUS)1,6551,6550000.04%0
Alico17,86617,8660010.05%0
Otis Worldwide(OTIS)5,4945,4940110.06%0
Mondelez Int'l(MDLZ)7,0477,0470000.05%0
Starbucks(SBUX)013,577+13,577010.13%+1
Republic Services(RSG)1,3541,3540000.03%0
Bristol-Myers Squibb(BMY)20,20119,644-557110.12%0
Altria(MO)6,4506,475+25000.04%0
Darden Restaurants(DRI)2,5002,5000010.05%0
Linde plc(LIN)01,096+1,096010.05%+1
Cintas(CTAS)1,9671,9670000.04%0
Waste Management(WM)1,4031,378-25000.03%0
Becton, Dickinson(BDX)014,124+14,124030.32%+3
RBC Bearings(RBC)1,2901,2900000.04%0
Allstate(ALL)2,0002,0000000.04%0
EOG Resources(EOG)4,6534,6530110.06%0
Union Pacific(UNP)010,696+10,696030.25%+3
JPMorgan Chase(JPM)4,0004,0000110.10%0
Kellanova14,10014,1000110.12%0
Kimberly-Clark(KMB)1,5751,5750000.02%0
UnitedHealth Group(UNH)7877870000.04%0
Kinder Morgan Delaware(KMI)10,00010,0000000.03%0
CIGNA2,1871,862-325110.06%0
Hershey Company(HSY)05,195+5,195010.09%+1
Genuine Parts(GPC)3,2553,2550000.04%0
Norfolk Southern(NSC)4,0254,0250110.10%0
Cisco Systems(CSCO)53,71851,618-2,100330.32%0
Tractor Supply Company(TSCO)10,41010,035-375110.06%0
Brite-Strike Tactical Illumina53,00053,0000000.00%0
L3 Harris Technologies(LHX)1,5951,5950000.03%-0
Henry Schein(HSIC)3,7503,7500000.03%-0
DuPont de Nemours(DD)2,6742,6740000.02%-0
Ingredion(INGR)3,0003,0000000.04%-0
Texas Instruments(TXN)1,6891,6890000.03%-0
Equifax(EFX)1,2121,2120000.03%-0
General Mills(GIS)4,0324,0320000.02%-0
Ametek2,1172,1170000.04%-0
Trane Technologies plc(TT)6166160000.02%-0
Cummins(CMI)1,1421,1420000.04%-0
Palo Alto Networks(PANW)3,6823,6820110.06%-0
Bank of America20,38520,3850110.08%-0
Caterpillar(CAT)1,4431,4430100.05%-0
Bio-Techne(TECH)3,6003,6000000.02%-0
Eaton(ETN)9369360000.03%-0
Pfizer(PFE)58,49458,857+363210.15%-0
Merck(MRK)054,909+54,909050.49%+5
Flowers Foods(FLO)34,05033,300-750110.06%-0
Veralto(VLTO)011,869+11,869010.12%+1
Dick's Sporting Goods(DKS)7,8338,533+700220.17%-0
Fortive(FTV)02,910+2,910000.02%0
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