Wendell David Associates Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $990 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $59M, Microsoft Corp with a value of $58.1M, Apple Inc. with a value of $51.8M, Automatic Data Processing Inc with a value of $47.3M, and Stryker Corp with a value of $43.2M.

Examining the 13F form we can see an increase of $61.3M in the current position value, from $928M to 990M.

Below you can find more details about Wendell David Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $990 Million
Technology: $220 Million
Healthcare: $211 Million
Consumer Cyclical: $120 Million
Industrials: $113 Million
Consumer Defensive: $112 Million
Financial Services: $88.4 Million
Basic Materials: $34.8 Million
Energy: $31.1 Million
Other: $50.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 163
  • Current Value $990 Million
  • Prior Value $928 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
Track This Portfolio

Track Wendell David Associates Inc Portfolio

Follow Wendell David Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wendell David Associates Inc, based on Form 13F filings with the SEC.


Stay updated on Wendell David Associates Inc with notifications on news.