Wendell David Associates Inc has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65M, Mastercard Inc with a value of $64.5M, Automatic Data Processing Inc with a value of $55.4M, Microsoft Corp with a value of $50.7M, and Tjx Companies Inc with a value of $47.3M.
Examining the 13F form we can see an decrease of $9.15M in the current position value, from $1.01B to 1B.
Below you can find more details about Wendell David Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1 Billion
Technology: $226 Million
Healthcare: $199 Million
Industrials: $122 Million
Consumer Cyclical: $117 Million
Consumer Defensive: $116 Million
Financial Services: $98.7 Million
Basic Materials: $36.2 Million
Energy: $26.4 Million
Other: $53.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
