Institutions / Wendell David Associates Inc
Wendell David Associates Inc
CIK 878228 · Institution · as of Dec 31, 2025
Portfolio value
$984.3K
Positions
149
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 149 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $70.2K | 7.1% |
| Microsoft Corp | $64.3K | 6.5% |
| Mastercard Inc | $63.0K | 6.4% |
| TJX Cos Inc/The | $56.4K | 5.7% |
| ELI LILLY & Co | $46.8K | 4.8% |
| Automatic Data Processing Inc | $45.1K | 4.6% |
| Stryker Corp | $39.3K | 4.0% |
| Alphabet Inc. | $35.9K | 3.6% |
| Abbott Laboratories | $26.5K | 2.7% |
| Intuit Inc. | $26.1K | 2.7% |
| Broadridge Financial Solutions Inc | $22.4K | 2.3% |
| Mcdonald'S Corp | $22.2K | 2.3% |
| AbbVie Inc. | $22.0K | 2.2% |
| Johnson & Johnson | $20.8K | 2.1% |
| Nextera Energy Inc | $20.1K | 2.0% |
| Ecolab Inc. | $18.5K | 1.9% |
| Costco Wholesale Corp /New | $15.3K | 1.6% |
| PROCTER & GAMBLE Co | $12.8K | 1.3% |
| Marathon Petroleum Corp | $12.5K | 1.3% |
| Church & Dwight Co Inc /De | $11.9K | 1.2% |
| Coca Cola Co | $11.8K | 1.2% |
| Exxon Mobil Corp | $11.1K | 1.1% |
| Danaher Corp /De | $11.0K | 1.1% |
| Pepsico Inc | $10.6K | 1.1% |
| Watsco, Inc. | $10.6K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.