Fund HoldingsWENDELL DAVID ASSOCIATES INC

Total Portfolio Value
$994.3K
Total Bought
$13.2K
Total Sold
$81.0K
Net Transaction
-$67.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft(MSFT)0133,796+133,7960676.69%+67
Intuit(INTU)039,917+39,9170313.16%+31
Alphabet Class A(GOOG)0117,496+117,4960212.08%+21
Stryker(SYK)116,423113,603-2,82043454.52%+2
Marathon Petroleum(MPC)76,54776,613+6611131.28%+2
Amphenol 'A'38,78041,270+2,490340.41%+2
IDEXX Labs(IDXX)013,152+13,152070.71%+7
Veeva Systems 'A'(VEEV)17,86919,391+1,522460.56%+1
Deere & Company(DE)6,4677,946+1,479340.41%+1
Amazon.com(AMZN)039,019+39,019090.86%+9
Emerson Electric(EMR)033,356+33,356040.45%+4
NVIDIA(NVDA)014,317+14,317020.23%+2
Ecolab(ECL)72,88870,888-2,00018191.92%+1
RTX Corporation(RTX)45,14445,1440670.66%+1
Casey's General Stores(CASY)6,8556,975+120340.36%+1
Analog Devices(ADI)013,846+13,846030.33%+3
Abbott Labs220,319217,823-2,49629302.98%0
IBM(IBM)8,2578,2570220.24%0
Walmart(WMT)083,790+83,790080.82%+8
GE Vernova(GEV)0666+666000.04%0
NIKE 'B'(NKE)0137,999+137,9990100.99%+10
Intuitive Surgical07,275+7,275040.40%+4
Oracle(ORCL)04,411+4,411010.10%+1
HEICO(HEI)5,2445,229-15120.17%0
Synopsys(SNPS)1,1171,482+365010.08%0
Philip Morris Int'l(PM)11,15711,1570220.20%0
Fastenal(FAST)39,20078,400+39,200330.33%0
Meta Platforms Cl A(META)0323+323000.02%0
Grainger, W.W.(GWW)04,314+4,314040.45%+4
Ulta Beauty(ULTA)02,055+2,055010.10%+1
Disney, Walt(DIS)07,810+7,810010.10%+1
QUALCOMM(QCOM)034,747+34,747060.56%+6
JPMorgan Chase(JPM)4,0004,0000110.12%0
Honeywell Int'l(HON)014,019+14,019030.33%+3
Carrier Global(CARR)017,103+17,103010.13%+1
CIGNA1,8622,317+455110.08%0
Broadcom(AVGO)01,336+1,336000.04%0
GE Aerospace(GE)2,4872,4870010.06%0
Bank of America20,38520,3850110.10%0
Palo Alto Networks(PANW)3,6823,597-85110.07%0
Lockheed Martin(LMT)07,329+7,329030.34%+3
Hewlett Packard Enterprise(HPE)019,200+19,200000.04%0
Mastercard(MA)117,737115,012-2,72565656.50%0
Trimble(TRMB)08,700+8,700010.07%+1
Alphabet Class C(GOOG)03,315+3,315010.06%+1
Caterpillar(CAT)1,4431,4430010.06%0
RBC Bearings(RBC)1,2901,2900000.05%0
Eaton(ETN)9369360000.03%0
Norfolk Southern(NSC)4,0254,0250110.10%0
L3 Harris Technologies(LHX)1,5951,5950000.04%0
Visa(V)19,73219,657-75770.70%0
Automatic Data Processing181,458179,959-1,49955555.58%0
PPG Industries(PPG)012,457+12,457010.14%+1
Alico17,86617,8660110.06%0
Cintas(CTAS)1,9672,042+75000.05%0
Texas Instruments(TXN)1,6891,6890000.04%0
Trane Technologies plc(TT)616581-35000.03%0
3M Company(MMM)8,5368,5360110.13%0
CSX(CSX)013,368+13,368000.04%0
Cisco Systems(CSCO)51,61846,418-5,200330.32%0
Veralto(VLTO)11,86911,765-104110.12%0
Darden Restaurants(DRI)2,5002,5000110.05%0
Sysco(SYY)060,700+60,700050.46%+5
Williams Sonoma(WSM)03,500+3,500010.06%+1
American Tower REIT(AMT)36,00335,518-485880.79%0
AT&T(T)21,83621,8360110.06%0
Genuine Parts(GPC)3,2553,305+50000.04%0
Ametek2,1172,075-42000.04%0
Kinder Morgan Delaware(KMI)10,00010,0000000.03%0
Republic Services(RSG)1,3541,3540000.03%0
General Dynamics(GD)737700-37000.02%0
Dick's Sporting Goods(DKS)8,5338,703+170220.17%0
Ingredion(INGR)3,0003,0000000.04%0
Brite-Strike Tactical Illumina53,00053,000000-0
Ross Stores(ROST)05,110+5,110010.07%+1
iShares S&P US Pfd ETF063,242+63,242020.20%+2
Mondelez Int'l(MDLZ)7,0477,0470000.05%-0
Waste Management(WM)1,3781,3780000.03%-0
Linde plc(LIN)1,0961,076-20110.05%-0
Roche Holding Ltd ADR12,10012,1000000.05%-0
Duke Energy(DUK)03,873+3,873000.05%0
Altria(MO)6,4756,4750000.04%-0
Allstate(ALL)2,0002,0000000.04%-0
Gilead Sciences(GILD)13,44013,4400210.15%-0
Jack Henry & Associates(JKHY)07,419+7,419010.13%+1
Kimberly-Clark(KMB)1,5751,5750000.02%-0
Northrop Grumman(NOC)1,9721,9720110.10%-0
Hershey Company(HSY)5,1955,1950110.09%-0
Otis Worldwide(OTIS)5,4945,444-50110.05%-0
Tractor Supply Company(TSCO)10,0359,910-125110.05%-0
Expeditors Int'l(EXPD)09,034+9,034010.10%+1
General Mills(GIS)4,0324,0320000.02%-0
Illinois Tool Works(ITW)014,725+14,725040.37%+4
Kellanova14,10014,1000110.11%-0
T-Mobile US(TMUS)1,6551,6550000.04%-0
Equinix REIT(EQIX)04,376+4,376030.35%+3
Berkshire Hathaway 'A'110110.07%-0
Arthur J. Gallagher(AJG)14,97515,932+957550.51%-0
Zoetis(ZTS)05,772+5,772010.09%+1
HP(HPQ)027,700+27,700010.07%+1
Page 1 of 1