WENDELL DAVID ASSOCIATES INC

Est. AUM

$918.9M

13F long equity, this entity only

Positions

151

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple	COMM	$64.0M	252349	6.97%	OTR
2	TJX Companies	COMM	$57.6M	360391	6.26%	OTR
3	Mastercard	COMM	$53.7M	107536	5.85%	OTR
4	Microsoft	COMM	$48.7M	131592	5.30%	OTR
5	Eli Lilly	COMM	$40.3M	43827	4.39%	OTR
6	Stryker	COMM	$36.6M	111497	3.99%	OTR
7	Automatic Data Processing	COMM	$35.1M	172904	3.82%	OTR
8	Alphabet Class A	COMM	$32.2M	112018	3.51%	OTR
9	Johnson & Johnson	COMM	$24.6M	100652	2.68%	OTR
10	NextEra Energy	COMM	$23.2M	249435	2.52%	OTR
11	McDonald's	COMM	$22.2M	71541	2.42%	OTR
12	Abbott Labs	COMM	$21.6M	210544	2.35%	OTR
13	AbbVie	COMM	$20.8M	95493	2.26%	OTR
14	Ecolab	COMM	$19.2M	72244	2.09%	OTR
15	Marathon Petroleum	COMM	$18.7M	76779	2.04%	OTR
16	Costco Wholesale	COMM	$17.9M	17918	1.94%	OTR
17	Intuit	COMM	$17.2M	39743	1.87%	OTR
18	ExxonMobil	COMM	$15.5M	91491	1.69%	OTR
19	Broadridge Financial Solutions	COMM	$14.1M	86873	1.54%	OTR
20	Coca-Cola	COMM	$12.8M	168148	1.39%	OTR
21	Procter & Gamble	COMM	$12.7M	88230	1.39%	OTR
22	Church & Dwight	COMM	$12.6M	135023	1.37%	OTR
23	PepsiCo	COMM	$11.3M	72544	1.23%	OTR
24	Watsco	COMM	$11.2M	30709	1.22%	OTR
25	Walmart	COMM	$9.6M	77479	1.05%	OTR
26	Danaher	COMM	$8.8M	46177	0.95%	OTR
27	Amazon.com	COMM	$8.7M	41976	0.95%	OTR
28	RTX Corporation	COMM	$8.4M	43314	0.91%	OTR
29	Home Depot	COMM	$8.1M	24587	0.88%	OTR
30	Sherwin-Williams	COMM	$7.2M	22513	0.79%	OTR
31	Amphenol 'A'	COMM	$7.2M	56750	0.78%	OTR
32	Berkshire Hathaway 'B'	COMM	$7.0M	14540	0.76%	OTR
33	Merck	COMM	$6.8M	56376	0.74%	OTR
34	McCormick	COMM	$6.6M	131453	0.72%	OTR
35	IDEXX Labs	COMM	$6.2M	11068	0.68%	OTR
36	Casey's General Stores	COMM	$6.1M	8430	0.67%	OTR
37	Colgate-Palmolive	COMM	$6.1M	71584	0.66%	OTR
38	Visa	COMM	$5.6M	18478	0.61%	OTR
39	NIKE 'B'	COMM	$5.4M	102338	0.59%	OTR
40	O'Reilly Automotive	COMM	$4.8M	52465	0.53%	OTR
41	Veeva Systems 'A'	COMM	$4.8M	27069	0.52%	OTR
42	Arthur J. Gallagher	COMM	$4.6M	21164	0.50%	OTR
43	Lowe's	COMM	$4.6M	19372	0.50%	OTR
44	Air Products & Chemicals	COMM	$4.6M	15730	0.50%	OTR
45	QUALCOMM	COMM	$4.4M	34027	0.48%	OTR
46	Emerson Electric	COMM	$4.4M	33356	0.48%	OTR
47	Lockheed Martin	COMM	$4.3M	7147	0.47%	OTR
48	Sysco	COMM	$4.3M	59949	0.47%	OTR
49	Analog Devices	COMM	$4.2M	13129	0.45%	OTR
50	Equinix REIT	COMM	$4.1M	4202	0.45%	OTR

1–50 of 151

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.