Wendell David Associates Inc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.2M, Apple Inc. with a value of $67.7M, Mastercard Inc with a value of $65.5M, Tjx Companies Inc with a value of $55M, and Automatic Data Processing Inc with a value of $52.9M.
Examining the 13F form we can see an increase of $18.7M in the current position value, from $994M 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: $239 Million
Healthcare: $195 Million
Consumer Cyclical: $129 Million
Industrials: $119 Million
Consumer Defensive: $102 Million
Financial Services: $95.4 Million
Basic Materials: $36.3 Million
Communication Services: $33.4 Million
Other: $60 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
