WENDELL DAVID ASSOCIATES INC - Portfolio overview

WENDELL DAVID ASSOCIATES INC has 156 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - Apple, 6.97%
2. TJX - TJX Companies, 6.27%
3. MA - Mastercard, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.