Wendell David Associates Inc has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.5M, Mastercard Inc with a value of $63.7M, Microsoft Corp with a value of $58.5M, Automatic Data Processing Inc with a value of $54.3M, and Tjx Companies Inc with a value of $48M.
Examining the 13F form we can see an decrease of $34.2M in the current position value, from $1.05B to 1.01B.
Below you can find more details about Wendell David Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
Technology: $244 Million
Healthcare: $191 Million
Consumer Cyclical: $122 Million
Industrials: $119 Million
Consumer Defensive: $113 Million
Financial Services: $97.5 Million
Basic Materials: $35.2 Million
Communication Services: $26 Million
Other: $55.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
