13F Insight
DOSSIER · 13F-HR · Q1 2026

WENDELL DAVID ASSOCIATES INC

$919M in tracked AUM across 151 positions as of Q1 2026.

WD
CIK 0000878228 · last filed Mar 31, 2026
Total AUM
$919M
as of Q1 2026
Holdings
151
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WENDELL DAVID ASSOCIATES INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$64M252K7.0%02
TJX
TJX Companies
$58M360K6.3%03
MA
Mastercard
$54M108K5.8%04
MSFT
Microsoft
$49M132K5.3%05
LLY
Eli Lilly
$40M44K4.4%06
SYK
Stryker
$37M111K4.0%07
ADP
Automatic Data Processing
$35M173K3.8%08
GOOGL
Alphabet Class A
$32M112K3.5%09
JNJ
Johnson & Johnson
$25M101K2.7%10
NEE
NextEra Energy
$23M249K2.5%

Filing history

2026Q1Mar 31
$919M▼ 6.6%
151 positionsView →2025Q4Dec 31
$984M▼ 2.8%
149 positionsView →2025Q3Sep 30
$1.0B▲ 1.9%
149 positionsView →2025Q2Jun 30
$994M▼ 0.8%
147 positionsLocked2025Q1Mar 31
$1.0B▼ 0.9%
151 positionsLocked2024Q4Dec 31
$1.0B▼ 3.3%
154 positionsLocked2024Q3Sep 30
$1.0B▲ 6.5%
160 positionsLocked2024Q2Jun 30
$981M▼ 0.8%
159 positionsLocked2024Q1Mar 31
$990M▲ 6.6%
163 positionsLocked2023Q4Dec 31
$928M▲ 9.2%
162 positionsLocked2023Q3Sep 30
$850M▼ 4.0%
156 positionsLocked2023Q2Jun 30
$885M▲ 5.0%
147 positionsLocked
Showing 12 of 100