Holdings of WENDELL DAVID ASSOCIATES INC
144 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 45.5 % of the equity sleeve
Sector breakdown
- Technology 20.8 %
- Health care 20.3 %
- Consumer discretionary 13.4 %
- Consumer staples 10.0 %
- Industrials 9.5 %
- Financials 8.4 %
- Energy 4.1 %
- Communication 4.0 %
- Materials 3.7 %
- Utilities 2.6 %
- Real estate 0.7 %
- Unattributed 2.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- DK 0.2 %
- CH 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 142 | 911.2K $ | 99.70 % |
| 2 | DK | 1 | 2.2K $ | 0.24 % |
| 3 | CH | 1 | 601 $ | 0.07 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Apple Inc | 252,349 | 64K $ | |
| 2 | TJX Cos Inc/The | 360,391 | 57.6K $ | |
| 3 | Mastercard Inc | 107,536 | 53.7K $ | |
| 4 | Microsoft Corp | 131,592 | 48.7K $ | |
| 5 | Eli Lilly & Co | 43,827 | 40.3K $ | |
| 6 | Stryker Corp | 111,497 | 36.6K $ | |
| 7 | Automatic Data Processing Inc | 172,904 | 35.1K $ | |
| 8 | Alphabet Inc | 112,018 | 32.2K $ | |
| 9 | Johnson & Johnson | 100,652 | 24.6K $ | |
| 10 | NextEra Energy Inc | 249,435 | 23.2K $ | |
| 11 | McDonald's Corp. | 71,541 | 22.2K $ | |
| 12 | Abbott Laboratories | 210,544 | 21.6K $ | |
| 13 | AbbVie Inc | 95,493 | 20.8K $ | |
| 14 | Ecolab Inc | 72,244 | 19.2K $ | |
| 15 | Marathon Petroleum Corp | 76,779 | 18.7K $ | |
| 16 | Costco Wholesale Corp | 17,918 | 17.9K $ | |
| 17 | Intuit Inc | 39,743 | 17.2K $ | |
| 18 | Exxon Mobil Corp | 91,491 | 15.5K $ | |
| 19 | Broadridge Financial Solutions Inc | 86,873 | 14.1K $ | |
| 20 | Coca-Cola Co/The | 168,148 | 12.8K $ | |
| 21 | Procter & Gamble Co/The | 88,230 | 12.7K $ | |
| 22 | Church & Dwight Co Inc | 135,023 | 12.6K $ | |
| 23 | PepsiCo Inc | 72,544 | 11.3K $ | |
| 24 | Watsco Inc | 30,709 | 11.2K $ | |
| 25 | Walmart Inc | 77,479 | 9.6K $ | |
| 26 | Danaher Corp | 46,177 | 8.8K $ | |
| 27 | Amazon.com Inc | 41,976 | 8.7K $ | |
| 28 | RTX Corp | 43,314 | 8.4K $ | |
| 29 | Home Depot Inc/The | 24,587 | 8.1K $ | |
| 30 | Sherwin-Williams Co/The | 22,513 | 7.2K $ | |
| 31 | Amphenol Corp | 56,750 | 7.2K $ | |
| 32 | Berkshire Hathaway Inc | 14,540 | 7K $ | |
| 33 | Merck & Co Inc | 56,376 | 6.8K $ | |
| 34 | McCormick & Co Inc/MD | 131,453 | 6.6K $ | |
| 35 | IDEXX Laboratories Inc | 11,068 | 6.2K $ | |
| 36 | Casey's General Stores Inc | 8,430 | 6.1K $ | |
| 37 | Colgate-Palmolive Co | 71,584 | 6.1K $ | |
| 38 | Visa Inc | 18,478 | 5.6K $ | |
| 39 | NIKE Inc | 102,338 | 5.4K $ | |
| 40 | O'Reilly Automotive Inc | 52,465 | 4.8K $ | |
| 41 | Veeva Systems Inc | 27,069 | 4.8K $ | |
| 42 | Arthur J Gallagher & Co | 21,164 | 4.6K $ | |
| 43 | Lowe's Cos Inc | 19,372 | 4.6K $ | |
| 44 | Air Products and Chemicals Inc | 15,730 | 4.6K $ | |
| 45 | QUALCOMM Inc | 34,027 | 4.4K $ | |
| 46 | Emerson Electric Co. | 33,356 | 4.4K $ | |
| 47 | Lockheed Martin Corp | 7,147 | 4.3K $ | |
| 48 | Sysco Corp | 59,949 | 4.3K $ | |
| 49 | Analog Devices Inc | 13,129 | 4.2K $ | |
| 50 | Equinix Inc | 4,202 | 4.1K $ | |
| 51 | WW Grainger Inc | 3,756 | 4.1K $ | |
| 52 | Deere & Co | 6,853 | 3.9K $ | |
| 53 | FactSet Research Systems Inc | 17,656 | 3.8K $ | |
| 54 | Amgen Inc | 10,793 | 3.8K $ | |
| 55 | Cisco Systems, Inc. | 46,533 | 3.6K $ | |
| 56 | Fastenal Co | 71,800 | 3.3K $ | |
| 57 | Illinois Tool Works Inc | 12,568 | 3.3K $ | |
| 58 | Honeywell International Inc | 13,769 | 3.1K $ | |
| 59 | Synopsys Inc | 7,400 | 2.9K $ | |
| 60 | HEICO Corp | 10,189 | 2.8K $ | |
| 61 | Fiserv Inc | 49,212 | 2.7K $ | |
| 62 | NVIDIA Corp | 15,067 | 2.6K $ | |
| 63 | Paychex Inc | 26,717 | 2.5K $ | |
| 64 | Intuitive Surgical Inc | 5,144 | 2.4K $ | |
| 65 | American Tower Corp | 13,144 | 2.3K $ | |
| 66 | Novo Nordisk A/S | 59,058 | 2.2K $ | |
| 67 | Becton Dickinson & Co | 13,101 | 2.1K $ | |
| 68 | Dick's Sporting Goods Inc | 10,141 | 2K $ | |
| 69 | International Business Machines Corp. | 8,257 | 2K $ | |
| 70 | Union Pacific Corp | 8,220 | 2K $ | |
| 71 | Verizon Communications Inc | 38,875 | 2K $ | |
| 72 | Philip Morris International Inc. | 11,642 | 1.9K $ | |
| 73 | iShares Preferred and Income S | 63,062 | 1.9K $ | |
| 74 | Gilead Sciences Inc | 13,440 | 1.9K $ | |
| 75 | Pfizer Inc | 65,922 | 1.9K $ | |
| 76 | Balchem Corp | 10,890 | 1.8K $ | |
| 77 | ConocoPhillips | 12,991 | 1.7K $ | |
| 78 | Chevron Corp | 7,866 | 1.6K $ | |
| 79 | PPG Industries Inc | 12,457 | 1.3K $ | |
| 80 | Northrop Grumman Corp | 1,922 | 1.3K $ | |
| 81 | Expeditors International of Washington Inc | 8,750 | 1.3K $ | |
| 82 | 3M Co | 8,453 | 1.2K $ | |
| 83 | Thermo Fisher Scientific Inc | 2,457 | 1.2K $ | |
| 84 | JPMorgan Chase & Co | 4,000 | 1.2K $ | |
| 85 | Norfolk Southern Corp | 4,025 | 1.2K $ | |
| 86 | Jack Henry & Associates Inc | 7,169 | 1.1K $ | |
| 87 | Hershey Co/The | 5,331 | 1.1K $ | |
| 88 | Alphabet Inc | 3,782 | 1.1K $ | |
| 89 | Ulta Beauty Inc | 1,950 | 1K $ | |
| 90 | Veralto Corp | 11,252 | 995 $ | |
| 91 | Bank of America Corp | 20,385 | 994 $ | |
| 92 | Starbucks Corp | 11,095 | 994 $ | |
| 93 | Caterpillar Inc | 1,358 | 962 $ | |
| 94 | Ross Stores Inc | 4,390 | 951 $ | |
| 95 | Carrier Global Corp | 14,420 | 812 $ | |
| 96 | Brown-Forman Corp | 29,962 | 792 $ | |
| 97 | Bristol-Myers Squibb Co | 13,032 | 790 $ | |
| 98 | Walt Disney Co/The | 8,087 | 779 $ | |
| 99 | Alico Inc | 17,866 | 737 $ | |
| 100 | Edwards Lifesciences Corp | 9,060 | 726 $ | |