WD

WENDELL DAVID ASSOCIATES INC

13F
WENDELL DAVID ASSOCIATES INC
Last update 2025-04-18 151 Stocks (2 new)
Value $1.00 Bil Turnover 1 %
Countries:
WENDELL DAVID ASSOCIATES INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
292,654
65,010.0
-1.61%
6.490
-0.12%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MA
Mastercard Inc
117,737
64,530.0
-2.61%
6.440
-0.16%
0.010
+7.46%
+8.43%
516,916.7
Credit Services
ADP
Automatic Data Processing Inc
181,458
55,440.0
-2.26%
5.530
-0.12%
0.040
+1.75%
+6.72%
125,511.3
Software
MSFT
Microsoft Corp
135,036
50,690.0
-2.74%
5.060
-0.16%
0.000
+33.94%
+18.80%
3,707,650.2
Software
TJX
TJX Companies Inc
388,191
47,280.0
-2.36%
4.720
-0.11%
0.030
+0.67%
+4.83%
140,411.4
Retail - Cyclical
SYK
Stryker Corp
116,423
43,340.0
-2.92%
4.320
-0.12%
0.030
+7.60%
+10.27%
151,062.1
Medical Devices & Instruments
LLY
Eli Lilly and Co
42,925
35,450.0
-0.35%
3.540
-0.01%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
FI
Fiserv Inc
134,115
29,620.0
-0.88%
2.960
-0.02%
0.020
-19.06%
-14.54%
97,330.9
Software
ABT
Abbott Laboratories
220,319
29,230.0
-0.85%
2.920
-0.02%
0.010
+2.61%
+20.03%
233,903.7
Medical Devices & Instruments
BR
Broadridge Financial Solutions Inc
102,414
24,830.0
-2.46%
2.480
-0.06%
0.090
+1.29%
+7.91%
28,441.4
Software

WENDELL DAVID ASSOCIATES INC's Historical Top Holdings Breakdowns

WENDELL DAVID ASSOCIATES INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FDS
FactSet Research Systems Inc
2025-03-31
Reduce
Reduce
-0.20%
427.5 ($455.27) 476.51
$447.94
-1.61%
Reduce -14.04%
25,767
-4,210
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.16%
504.67 ($544.39) 576.31
$569.24
4.56%
Reduce -2.61%
117,737
-3,157
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.16%
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -2.74%
135,036
-3,800
VEEV
Veeva Systems Inc
2025-03-31
Add
Add
+0.15%
210.58 ($228.51) 246.8
$284.29
24.41%
Add 57.95%
17,869
6,556
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.12%
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -1.61%
292,654
-4,797
ADP
Automatic Data Processing Inc
2025-03-31
Reduce
Reduce
-0.12%
286.85 ($301.63) 318.64
$309.20
2.51%
Reduce -2.26%
181,458
-4,195
SYK
Stryker Corp
2025-03-31
Reduce
Reduce
-0.12%
355.18 ($380.56) 399.9
$395.28
3.87%
Reduce -2.92%
116,423
-3,505
AJG
Arthur J. Gallagher & Co
2025-03-31
Add
Add
+0.11%
275.89 ($315.87) 345.24
$318.10
0.71%
Add 28.35%
14,975
3,308
DHR
Danaher Corp
2025-03-31
Reduce
Reduce
-0.11%
201.62 ($218.33) 250.59
$203.20
-6.93%
Reduce -6.91%
62,442
-4,636
TJX
TJX Companies Inc
2025-03-31
Reduce
Reduce
-0.11%
112.81 ($121.39) 126.16
$125.86
3.68%
Reduce -2.36%
388,191
-9,390

WENDELL DAVID ASSOCIATES INC Total Holding History ($B)

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WENDELL DAVID ASSOCIATES INC's Asset Allocation

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WENDELL DAVID ASSOCIATES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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WENDELL DAVID ASSOCIATES INC's Hypothetical Growth since 2025-03-31

WENDELL DAVID ASSOCIATES INC's Yearly Returns

Year Portfolio % % Excess Gain %

WENDELL DAVID ASSOCIATES INC's Holdings Heat Map

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