Fund HoldingsWENDELL DAVID ASSOCIATES INC

Total Portfolio Value
$981.4K
Total Bought
$26.0K
Total Sold
$61.4K
Net Transaction
-$35.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Apple(AAPL)0301,595+301,5950646.47%+64
Lilly, Eli(LLY)43,56443,369-19534394.00%+5
Microsoft(MSFT)138,030138,202+17258626.29%+4
TJX Companies(TJX)402,845402,844-141444.52%+3
Alphabet Class A(GOOG)113,050111,960-1,09017202.08%+3
NextEra Energy(NEE)240,114247,321+7,20715181.78%+2
Costco Wholesale(COST)18,22818,083-14513151.57%+2
Novo Nordisk ADR(NVO)77,22277,122-10010111.12%+1
Watsco(WSO)33,01233,067+5514151.56%+1
Casey's General Stores(CASY)3,2005,285+2,085120.21%+1
Ecolab(ECL)72,65474,441+1,78717181.81%+1
Gallagher, Arthur J(AJG)03,523+3,523010.09%+1
QUALCOMM(QCOM)46,27842,813-3,465890.87%+1
Walmart(WMT)89,67689,6760560.62%+1
NVIDIA(NVDA)1,36714,872+13,505120.19%+1
Colgate-Palmolive(CL)81,57381,847+274780.81%+1
Amazon.com(AMZN)41,10941,074-35780.81%+1
Analog Devices(ADI)014,836+14,836030.35%+3
Coca-Cola(KO)180,498179,698-80011111.17%0
Intuitive Surgical7,2757,2750330.33%0
Procter & Gamble(PG)92,51693,016+50015151.56%0
Amgen(AMGN)011,423+11,423040.36%+4
Air Products & Chemicals015,781+15,781040.41%+4
Lockheed Martin(LMT)5,8526,164+312330.29%0
Broadcom(AVGO)0134+134000.02%0
Trane Technologies plc(TT)0616+616000.02%0
Intuit(INTU)40,12139,956-16526262.68%0
Palo Alto Networks(PANW)01,856+1,856010.06%+1
HP(HPQ)027,700+27,700010.10%+1
Honeywell Int'l(HON)014,800+14,800030.32%+3
Amphenol 'A'4,6159,680+5,065110.07%0
Equinix REIT(EQIX)676878+202110.07%0
Philip Morris Int'l(PM)011,207+11,207010.12%+1
HEICO(HEI)2,1152,190+75000.05%0
Oracle(ORCL)4,4114,4110110.06%0
Carrier Global(CARR)18,01817,668-350110.11%0
Hewlett Packard Enterprise(HPE)19,20019,2000000.04%0
Alphabet Class C(GOOG)1,8511,8510000.03%0
Expeditors Int'l(EXPD)015,615+15,615020.20%+2
Cintas(CTAS)0423+423000.03%0
Bank of America20,38520,3850110.08%0
Microchip Technology(MCHP)02,775+2,775000.03%0
Roche Holding Ltd ADR012,700+12,700000.04%0
Texas Instruments(TXN)01,689+1,689000.03%0
RTX Corporation(RTX)045,925+45,925050.47%+5
Pfizer(PFE)058,293+58,293020.17%+2
T-Mobile US(TMUS)01,805+1,805000.03%0
Veralto(VLTO)013,711+13,711010.13%+1
Tractor Supply Company(TSCO)2,2522,2520110.06%0
Duke Energy(DUK)05,139+5,139010.05%+1
L3 Harris Technologies(LHX)01,595+1,595000.04%0
AT&T(T)23,25222,272-980000.04%0
Danaher(DHR)75,72875,753+2519191.93%0
Kinder Morgan Delaware(KMI)010,000+10,000000.02%0
Kimberly-Clark(KMB)01,725+1,725000.02%0
Altria(MO)06,450+6,450000.03%0
RBC Bearings(RBC)01,340+1,340000.04%0
UnitedHealth Group(UNH)0787+787000.04%0
Marathon Oil33,58833,5880110.10%0
DuPont de Nemours(DD)02,674+2,674000.02%0
Bio-Techne(TECH)04,600+4,600000.03%0
General Dynamics(GD)7377370000.02%0
Kellanova14,10014,1000110.08%0
Ross Stores(ROST)6,4306,510+80110.10%0
Brite-Strike Tactical Illumina053,000+53,000000.00%0
Eaton(ETN)9369360000.03%0
Prudential Financial(PFH)01,750+1,750000.02%0
JPMorgan Chase(JPM)4,5724,522-50110.09%-0
Republic Services(RSG)1,3791,354-25000.03%-0
Linde plc(LIN)1,1511,211+60110.05%-0
Waste Management(WM)1,4231,403-20000.03%-0
Ametek1,9672,117+150000.04%-0
Ingredion(INGR)3,0003,0000000.04%-0
EOG Resources(EOG)04,653+4,653010.06%+1
Chevron(CVX)7,7697,7690110.12%-0
T. Rowe Price(TROW)02,140+2,140000.03%0
Otis Worldwide(OTIS)5,9595,9590110.06%-0
Berkshire Hathaway 'A'110110.06%-0
Allstate(ALL)2,0002,0000000.03%-0
Equifax(EFX)1,2121,2120000.03%-0
Mondelez Int'l(MDLZ)07,247+7,247000.05%0
General Mills(GIS)5,0745,0740000.03%-0
Darden Restaurants(DRI)02,500+2,500000.04%0
GE Aerospace(GE)2,4872,4870000.04%-0
Henry Schein(HSIC)03,750+3,750000.02%0
Adobe(ADBE)0440+440000.02%0
Genuine Parts(GPC)3,2553,2550100.05%-0
ConocoPhillips(COP)4,3774,3770110.05%-0
Flowers Foods(FLO)036,075+36,075010.08%+1
Alico017,866+17,866000.05%0
CSX(CSX)17,67417,6740110.06%-0
Jack Henry & Associates(JKHY)8,4698,4690110.14%-0
Gilead Sciences(GILD)014,460+14,460010.10%+1
CIGNA2,1872,1870110.07%-0
WEX(WEX)1,1891,1890000.02%-0
Trimble(TRMB)9,3129,3120110.05%-0
Northrop Grumman(NOC)1,9721,9720110.09%-0
Thermo Fisher Scientific(TMO)4,0874,120+33220.23%-0
Williams Sonoma(WSM)2,0131,913-100110.06%-0
3M Company(MMM)08,536+8,536010.09%+1
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