Fund HoldingsWENDELL DAVID ASSOCIATES INC

Total Portfolio Value
$1.05M
Total Bought
$29.9K
Total Sold
$68.2K
Net Transaction
-$38.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Automatic Data Processing0188,998+188,9980525.00%+52
Apple(AAPL)301,595300,428-1,16764706.69%+6
Mastercard(MA)0122,019+122,0190605.76%+60
NextEra Energy(NEE)247,321253,081+5,76018212.05%+4
McDonald's(MCD)076,755+76,7550232.24%+23
TJX Companies(TJX)402,844399,851-2,99344474.49%+3
AbbVie(ABBV)0104,001+104,0010211.96%+21
Stryker(SYK)0120,668+120,6680444.17%+44
McCormick(MKC)0163,545+163,5450131.29%+13
Abbott Labs0223,540+223,5400252.44%+25
Equinix REIT(EQIX)8782,952+2,074130.25%+2
Broadridge Financial Solutions(BR)0106,157+106,1570232.18%+23
NIKE 'B'(NKE)0176,502+176,5020161.49%+16
Sherwin-Williams(SHW)023,504+23,504090.86%+9
Brown-Forman 'B'(BF-A)0147,853+147,853070.70%+7
Danaher(DHR)75,75374,363-1,39019211.98%+2
Ecolab(ECL)74,44175,608+1,16718191.85%+2
American Tower REIT(AMT)040,644+40,644090.90%+9
Johnson & Johnson(JNJ)0112,330+112,3300181.74%+18
Coca-Cola(KO)179,698179,657-4111131.23%+1
Home Depot(HD)028,638+28,6380121.11%+12
Fiserv(FISV)0136,595+136,5950252.35%+25
FactSet Research Systems(FDS)030,687+30,6870141.35%+14
Lockheed Martin(LMT)6,1647,071+907340.40%+1
Accenture 'A'
SHS CLASS A
028,123+28,1230100.95%+10
Walmart(WMT)89,67688,851-825670.69%+1
Lowe's(LOW)022,717+22,717060.59%+6
Dick's Sporting Goods(DKS)04,803+4,803010.10%+1
RTX Corporation(RTX)45,92546,194+269560.54%+1
Gallagher, Arthur J(AJG)3,5236,632+3,109120.18%+1
Procter & Gamble(PG)93,01693,440+42415161.55%+1
Berkshire Hathaway 'B'014,790+14,790070.65%+7
Air Products & Chemicals15,78115,881+100450.45%+1
Watsco(WSO)33,06732,447-62015161.53%+1
Costco Wholesale(COST)18,08318,055-2815161.53%+1
Colgate-Palmolive(CL)81,84782,184+337890.82%+1
Grainger, W.W.(GWW)04,354+4,354050.43%+5
Paychex(PAYX)034,348+34,348050.44%+5
Balchem020,777+20,777040.35%+4
Sysco(SYY)067,800+67,800050.51%+5
O'Reilly Automotive(ORLY)04,433+4,433050.49%+5
Illinois Tool Works(ITW)018,238+18,238050.46%+5
IBM(IBM)08,407+8,407020.18%+2
Thermo Fisher Scientific(TMO)4,1204,296+176230.25%0
Visa(V)020,230+20,230060.53%+6
Intuitive Surgical7,2757,2750340.34%0
Fastenal(FAST)039,200+39,200030.27%+3
Kellanova14,10014,1000110.11%0
Cisco Systems(CSCO)053,918+53,918030.27%+3
Amphenol 'A'9,68014,630+4,950110.09%0
3M Company(MMM)8,5368,5360110.11%0
Carrier Global(CARR)17,66817,203-465110.13%0
Fortune Brands Home & Security010,347+10,347010.09%+1
Veeva Systems Cl A(VEEV)01,076+1,076000.02%0
Philip Morris Int'l(PM)11,20711,2070110.13%0
Weyerhaeuser(WY)06,280+6,280000.02%0
US Bancorp(USB)04,551+4,551000.02%0
Casey's General Stores(CASY)5,2855,890+605220.21%0
Northrop Grumman(NOC)1,9721,9720110.10%0
Bristol-Myers Squibb(BMY)019,209+19,209010.10%+1
Amgen(AMGN)11,42311,547+124440.36%0
Gilead Sciences(GILD)14,46013,640-820110.11%0
Norfolk Southern(NSC)04,025+4,025010.10%+1
Oracle(ORCL)4,4114,4110110.07%0
Veralto(VLTO)13,71112,819-892110.14%0
Alphabet Class C(GOOG)1,8512,731+880000.04%0
iShares S&P US Pfd ETF078,800+78,800030.25%+3
Deere & Company(DE)06,746+6,746030.27%+3
Becton, Dickinson(BDX)014,495+14,495030.33%+3
Linde plc(LIN)1,2111,336+125110.06%0
Church & Dwight(CHD)0174,845+174,8450181.75%+18
Pfizer(PFE)58,29359,482+1,189220.16%0
Caterpillar(CAT)01,443+1,443010.05%+1
PPG Industries(PPG)012,528+12,528020.16%+2
Cintas(CTAS)4231,832+1,409000.04%0
HEICO(HEI)2,1902,182-8010.05%0
Berkshire Hathaway 'A'110110.07%0
Duke Energy(DUK)5,1395,1390110.06%0
GE Aerospace(GE)2,4872,4870000.04%0
Ingredion(INGR)3,0003,0000000.04%0
Roche Holding Ltd ADR12,70012,7000010.05%0
ExxonMobil0100,240+100,2400121.12%+12
AT&T(T)22,27222,2720000.05%0
Jack Henry & Associates(JKHY)8,4698,319-150110.14%0
Equifax(EFX)1,2121,2120000.03%0
Allstate(ALL)2,0002,0000000.04%0
Mondelez Int'l(MDLZ)7,2477,2470010.05%0
UnitedHealth Group(UNH)7877870000.04%0
Trimble(TRMB)9,3129,3120110.06%0
Verizon Communications(VZ)040,332+40,332020.17%+2
Cummins(CMI)01,142+1,142000.04%0
T-Mobile US(TMUS)1,8051,8050000.04%0
RBC Bearings(RBC)1,3401,3400000.04%0
Bio-Techne(TECH)4,6004,6000000.04%0
WEX(WEX)1,1891,1890000.02%0
Alico17,86617,8660010.05%0
Trane Technologies plc(TT)6166160000.02%0
Altria(MO)6,4506,4500000.03%0
CIGNA2,1872,1870110.07%0
Ross Stores(ROST)6,5106,5100110.09%0
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