account_balance
Investment manager · 13F filer · SEC CIK 878228
Wendell David Associates Inc
Reported value$958Mas of Sep 30, 2026
Positions151 1 new, 5 sold out
Top 10 weight49.4%AAPL alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.5%Trimmed −3%
MSFTMicrosoft Corp
6.9%
MAMastercard Inc
6.0%Trimmed −4%
LLYELI Lilly & Co
5.4%
TJXTJX Companies Inc
4.8%Trimmed −4%
ADPAutomatic Data Processing Inc
4.5%Trimmed −3%
GOOGLAlphabet Inc.
3.9%
MPCMarathon Petroleum Corp
3.3%Added +6%
SYKStryker Corp
3.1%
JNJJohnson & Johnson
2.7%
ABBVAbbVie Inc.
2.6%Trimmed −2%
ECLEcolab Inc.
2.1%−4%
AAPLApple Inc.
8.5%Trimmed −3%
MSFTMicrosoft Corp
6.9%
MAMastercard Inc
6.0%Trimmed −4%
LLYELI Lilly & Co
5.4%
TJXTJX Companies Inc
4.8%−4%
ADPAutomatic Data Processing Inc
4.5%
GOOGLAlphabet Inc.
3.9%
MPCMarathon Petroleum Corp
3.3%
SYKStryker Corp
3.1%
JNJ2.7%ABBVECLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.5% Trimmed −3%MSFT Microsoft Corp 6.9% HeldMA Mastercard Inc 6.0% Trimmed −4%LLY ELI Lilly & Co 5.4% HeldTJX TJX Companies Inc 4.8% Trimmed −4%ADP Automatic Data Processing Inc 4.5% Trimmed −3%GOOGL Alphabet Inc. 3.9% HeldMPC Marathon Petroleum Corp 3.3% Added +6%SYK Stryker Corp 3.1% HeldJNJ Johnson & Johnson 2.7% HeldABBV AbbVie Inc. 2.6% Trimmed −2%ECL Ecolab Inc. 2.1% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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