WENDELL DAVID ASSOCIATES INC
Sector Allocation
- Technology31.7%$303.4M
- Healthcare20.6%$197.6M
- Consumer Discretionary12.4%$119.2M
- Consumer Staples8.8%$84.3M
- Financials8.4%$80.7M
- Industrials6.0%$57.1M
- Energy5.3%$51.2M
- Materials3.5%$33.3M
- Utilities2.1%$19.8M
- Real Estate0.6%$5.6M
AUM History
13fpro.ai/research/fund/wendell-david-associates-inc-878228
Conviction and streaks
Concentrating · top 10 = 49.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$81.7MMSFT
$66.5MMA
$57.6MLLY
$51.8MTJX
$46.0MADP
$43.4MGOOGL
$37.6MMPC
$31.9MSYK
$30.1MJNJ
$26.3MABBV
$24.6MECL
$19.8MABT
$19.2MNEE
$18.8MCOST
$16.2MMCD
$16.1MXOM.R34088
$14.9MKO
$14.4MPG
$12.7MAMZN
$11.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wendell-david-associates-inc-878228
WENDELL DAVID ASSOCIATES INC 13F holdings — Q3 2026
$958.3M portfolio (+1.2% QoQ) · 151 holdings · Q3 2026 13F · top 10 are 49% of the stock portfolio
$81.7M
8.5% of stocks
-3%This quarter0.0%Since filed8+ qtrsHeld$66.5M
6.9% of stocks
-1%This quarter0.0%Since filed8+ qtrsHeld$57.6M
6.0% of stocks
-4%This quarter0.0%Since filed8+ qtrsHeld$51.8M
5.4% of stocks
+0.7%This quarter0.0%Since filed8+ qtrsHeld$46.0M
4.8% of stocks
-4%This quarter0.0%Since filed8+ qtrsHeld$43.4M
4.5% of stocks
-3%This quarter0.0%Since filed8+ qtrsHeld$37.6M
3.9% of stocks
-0.8%This quarter0.0%Since filed8+ qtrsHeld$31.9M
3.3% of stocks
+6%This quarter0.0%Since filed8+ qtrsHeld$30.1M
3.1% of stocks
-2%This quarter0.0%Since filed8+ qtrsHeld$26.3M
2.7% of stocks
-1%This quarter0.0%Since filed8+ qtrsHeld
All holdings — WENDELL DAVID ASSOCIATES INC (Q3 2026)
151 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $24.6M | 2.6% | 94K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ECOLAB INC. | Materials | $19.8M | 2.1% | 72K | -4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ABBOTT LABORATORIES | Healthcare | $19.2M | 2.0% | 194K | -4% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NEXTERA ENERGY INC | Utilities | $18.8M | 2.0% | 249K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $16.2M | 1.7% | 18K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MCDONALDS CORP | Consumer Discretionary | $16.1M | 1.7% | 70K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $14.9M | 1.6% | 92K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COCA COLA CO | Consumer Staples | $14.4M | 1.5% | 167K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | PROCTER & GAMBLE Co | Consumer Staples | $12.7M | 1.3% | 87K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $11.6M | 1.2% | 47K | +4% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $10.9M | 1.1% | 116K | -3% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $10.9M | 1.1% | 68K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INTUIT INC. | Technology | $10.8M | 1.1% | 39K | +1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMPHENOL CORP /DE/ | Technology | $10.6M | 1.1% | 126K | +104% | 8+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DANAHER CORP /DE/ | Healthcare | $10.0M | 1.0% | 45K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MRK | Merck & Co., Inc. | Healthcare | $8.2M | 0.8% | 56K | -0.1% | |||
| 27 | $RTX | RTX Corp | Industrials | $7.8M | 0.8% | 42K | -3% | |||
| 28 | $PEP | PEPSICO INC | Consumer Staples | $7.8M | 0.8% | 62K | -14% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $7.0M | 0.7% | 68K | -13% | |||
| 30 | $SHW | SHERWIN WILLIAMS CO | Materials | $7.0M | 0.7% | 22K | -1% | |||
| 31 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.8M | 0.7% | 14K | -3% | |||
| 32 | $WSO | WATSCO INC | Consumer Discretionary | $6.5M | 0.7% | 22K | -28% | |||
| 33 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $6.5M | 0.7% | 5,179 | +33% | |||
| 34 | $VEEV | VEEVA SYSTEMS INC | Technology | $6.2M | 0.7% | 22K | -10% | |||
| 35 | $V | VISA INC. | Financials | $6.2M | 0.7% | 17K | -5% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.2M | 0.6% | 22K | -9% | |||
| 37 | $QCOM | QUALCOMM INC/DE | Technology | $5.8M | 0.6% | 31K | -2% | |||
| 38 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $5.8M | 0.6% | 11K | -3% | |||
| 39 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $5.7M | 0.6% | 67K | -8% | |||
| 40 | $EMR | EMERSON ELECTRIC CO | Industrials | $5.2M | 0.5% | 33K | — | |||
| 41 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $5.2M | 0.5% | 8,501 | +1% | |||
| 42 | $ADI | ANALOG DEVICES INC | Technology | $5.2M | 0.5% | 13K | -0.8% | |||
| 43 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.0M | 0.5% | 47K | -0.0% | |||
| 44 | $AJG | Arthur J. Gallagher & Co. | Financials | $5.0M | 0.5% | 22K | +5% | |||
| 45 | $NVDA | NVIDIA CORP | Technology | $4.9M | 0.5% | 22K | +4% | |||
| 46 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $4.6M | 0.5% | 17K | -3% | |||
| 47 | $SYY | SYSCO CORP | Consumer Discretionary | $4.6M | 0.5% | 58K | -2% | |||
| 48 | $DE | DEERE & CO | Industrials | $4.5M | 0.5% | 6,724 | -2% | |||
| 49 | $AMGN | AMGEN INC | Healthcare | $4.4M | 0.5% | 11K | -2% | |||
| 50 | $APD | Air Products & Chemicals, Inc. | Materials | $4.3M | 0.5% | 16K | — | |||
| 51 | $HEI | HEICO CORP | Industrials | $4.3M | 0.5% | 14K | +27% | |||
| 52 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $4.2M | 0.4% | 49K | -6% | |||
| 53 | $EQIX | EQUINIX INC | Real Estate | $4.2M | 0.4% | 4,123 | +1% | |||
| 54 | $SNPS | SYNOPSYS INC | Technology | $4.0M | 0.4% | 9,193 | +22% | |||
| 55 | $MKC | MCCORMICK & CO INC | Consumer Staples | $4.0M | 0.4% | 85K | -16% | |||
| 56 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.6M | 0.4% | 6,979 | +0.2% | |||
| 57 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.6M | 0.4% | 19K | -0.0% | |||
| 58 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.2M | 0.3% | 13K | -0.8% | |||
| 59 | $FAST | FASTENAL CO | Industrials | $3.2M | 0.3% | 64K | -11% | |||
| 60 | $PAYX | PAYCHEX INC | Technology | $2.6M | 0.3% | 27K | -0.0% | |||
| 61 | $BDX | BECTON DICKINSON & CO | Healthcare | $2.3M | 0.2% | 13K | — | |||
| 62 | $NVO | NOVO NORDISK A S | Healthcare | $2.1M | 0.2% | 56K | -5% | |||
| 63 | $UNP | UNION PACIFIC CORP | Industrials | $2.1M | 0.2% | 7,815 | -5% | |||
| 64 | $PM | Philip Morris International Inc. | Consumer Staples | $2.1M | 0.2% | 11K | -3% | |||
| 65 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.1M | 0.2% | 5,084 | -1% | |||
| 66 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.0M | 0.2% | 57K | -27% | |||
| 67 | $ACN | Accenture plc | Technology | $1.9M | 0.2% | 11K | -19% | |||
| 68 | $BCPC | BALCHEM CORP | Healthcare | $1.9M | 0.2% | 12K | -3% | |||
| 69 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.2% | 66K | — | |||
| 70 | — | iShares S&P US Pfd ETF - DEBT | — | $1.9M | 0.2% | 63K | — | |||
| 71 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.8M | 0.2% | 8,235 | — | |||
| 72 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.7M | 0.2% | 38K | -2% | |||
| 73 | $RBC | RBC Bearings INC | Industrials | $1.7M | 0.2% | 3,398 | +243% | |||
| 74 | $COP | CONOCOPHILLIPS | Energy | $1.6M | 0.2% | 13K | — | |||
| 75 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $1.6M | 0.2% | 8,750 | — | |||
| 76 | $CVX | CHEVRON CORP | Energy | $1.6M | 0.2% | 7,866 | — | |||
| 77 | $FISV | FISERV INC | Financials | $1.6M | 0.2% | 35K | -10% | |||
| 78 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $1.5M | 0.2% | 11K | +14% | |||
| 79 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.4M | 0.1% | 6,782 | -0.7% | |||
| 80 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.4M | 0.1% | 8,547 | -5% | |||
| 81 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.4M | 0.1% | 2,021 | -3% | |||
| 82 | $MMM | 3M CO | Healthcare | $1.3M | 0.1% | 8,153 | -4% | |||
| 83 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.1% | 3,898 | — | |||
| 84 | $PPG | PPG INDUSTRIES INC | Materials | $1.3M | 0.1% | 12K | — | |||
| 85 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.1% | 3,871 | -0.1% | |||
| 86 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.2M | 0.1% | 4,000 | — | |||
| 87 | $HPE | Hewlett Packard Enterprise Co | Technology | $1.2M | 0.1% | 19K | — | |||
| 88 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.1% | 20K | — | |||
| 89 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.1% | 1,348 | -0.7% | |||
| 90 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.1M | 0.1% | 7,160 | -47% | |||
| 91 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $1.1M | 0.1% | 1,940 | -0.5% | |||
| 92 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.1M | 0.1% | 6,782 | -0.7% | |||
| 93 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.1M | 0.1% | 4,505 | +3% | |||
| 94 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $977K | 0.1% | 10K | -3% | |||
| 95 | $PANW | Palo Alto Networks Inc | Technology | $969K | 0.1% | 2,440 | -8% | |||
| 96 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $929K | 0.1% | 1,922 | — | |||
| 97 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $904K | 0.1% | 6,310 | -10% | |||
| 98 | $HPQ | HP INC | Technology | $866K | 0.1% | 28K | — | |||
| 99 | $VLTO | Veralto Corp | Technology | $856K | 0.1% | 9,073 | -16% | |||
| 100 | $DIS | Walt Disney Co | Communication Services | $848K | 0.1% | 8,087 | — | |||
| 101 | $HSY | HERSHEY CO | Consumer Staples | $840K | 0.1% | 5,331 | — | |||
| 102 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $785K | 0.1% | 13K | — | |||
| 103 | $CARR | CARRIER GLOBAL Corp | Industrials | $784K | 0.1% | 14K | — | |||
| 104 | $EW | Edwards Lifesciences Corp | Healthcare | $782K | 0.1% | 9,060 | — | |||
| 105 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $775K | 0.1% | 3,400 | — | |||
| 106 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 107 | $WAT | WATERS CORP /DE/ | Healthcare | $746K | 0.1% | 1,698 | — | |||
| 108 | $ALCO | ALICO, INC. | Consumer Staples | $689K | 0.1% | 18K | — | |||
| 109 | $GE | GENERAL ELECTRIC CO | Industrials | $646K | 0.1% | 2,070 | — | |||
| 110 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $642K | 0.1% | 25K | -10% | |||
| 111 | $CSX | CSX CORP | Industrials | $622K | 0.1% | 13K | — | |||
| 112 | $CI | Cigna Group | Healthcare | $571K | 0.1% | 2,102 | — | |||
| 113 | — | Roche Holding Ltd ADR - COMM | — | $565K | 0.1% | 11K | -10% | |||
| 114 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $544K | 0.1% | 8,081 | — | |||
| 115 | $ORCL | ORACLE CORP | Technology | $533K | 0.1% | 3,885 | — | |||
| 116 | $GEV | GE Vernova Inc. | Industrials | $532K | 0.1% | 560 | — | |||
| 117 | — | Schneider Electric SE - COMM | — | $510K | 0.1% | 7,760 | +44% | |||
| 118 | $T | AT&T INC. | Communication Services | $490K | 0.1% | 20K | -9% | |||
| 119 | $TRMB | TRIMBLE INC. | Technology | $485K | 0.1% | 8,500 | — | |||
| 120 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $483K | 0.1% | 2,500 | — | |||
| 121 | $AVGO | Broadcom Inc. | Technology | $479K | 0.1% | 1,363 | — | |||
| 122 | $LIN | LINDE PLC | Materials | $475K | 0.1% | 1,001 | -2% | |||
| 123 | $EOG | EOG RESOURCES INC | Energy | $463K | 0.1% | 3,363 | — | |||
| 124 | $ALL | ALLSTATE CORP | Financials | $444K | 0.1% | 2,000 | — | |||
| 125 | $DUK | Duke Energy CORP | Utilities | $432K | 0.1% | 3,790 | — | |||
| 126 | $INTC | INTEL CORP | Technology | $415K | 0.0% | 3,450 | — | |||
| 127 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $401K | 0.0% | 6,932 | — | |||
| 128 | $FBIN | Fortune Brands Innovations, Inc. | Industrials | $394K | 0.0% | 10K | — | |||
| 129 | $ETN | Eaton Corp plc | Industrials | $388K | 0.0% | 903 | — | |||
| 130 | $AME | AMETEK INC/ | Industrials | $388K | 0.0% | 1,567 | -4% | |||
| 131 | $GLW | CORNING INC /NY | Materials | $381K | 0.0% | 2,477 | — | |||
| 132 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $378K | 0.0% | 3,005 | -9% | |||
| 133 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $378K | 0.0% | 1,595 | — | |||
| 134 | $MRVL | Marvell Technology, Inc. | Technology | $376K | 0.0% | 1,425 | -12% | |||
| 135 | $TXN | TEXAS INSTRUMENTS INC | Technology | $355K | 0.0% | 1,267 | — | |||
| 136 | $CTAS | CINTAS CORP | Consumer Discretionary | $345K | 0.0% | 1,767 | -5% | |||
| 137 | $PSX | Phillips 66 | Energy | $333K | 0.0% | 1,305 | — | |||
| 138 | $KMI | KINDER MORGAN, INC. | Energy | $302K | 0.0% | 10K | — | |||
| 139 | $INGR | Ingredion Inc | Consumer Staples | $287K | 0.0% | 3,000 | — | |||
| 140 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $279K | 0.0% | 761 | -0.8% | |||
| 141 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $262K | 0.0% | 1,250 | — | |||
| 142 | $TT | Trane Technologies plc | Technology | $255K | 0.0% | 565 | — | |||
| 143 | $WM | WASTE MANAGEMENT INC | Utilities | $235K | 0.0% | 1,152 | — | |||
| 144 | $META | Meta Platforms, Inc. | Technology | $234K | 0.0% | 323 | New | |||
| 145 | $GD | GENERAL DYNAMICS CORP | Industrials | $232K | 0.0% | 700 | — | |||
| 146 | $TMUS | T-Mobile US, Inc. | Communication Services | $227K | 0.0% | 1,395 | -6% | |||
| 147 | $CMI | CUMMINS INC | Industrials | $218K | 0.0% | 422 | — | |||
| 148 | $EBAY | EBAY INC | Consumer Discretionary | $212K | 0.0% | 2,000 | — | |||
| 149 | $FLO | FLOWERS FOODS INC | Consumer Staples | $65K | 0.0% | 12K | -42% | |||
| 150 | $IMRX | Immuneering Corp | Healthcare | $61K | 0.0% | 15K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 18 added to, 76 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$METAMeta Platforms, Inc.$234K
first bought this quarter
Added to (18)
$APHAMPHENOL CORP /DE/+104%
now $10.6M · held 8+ qtrs, 7 adds in a row
now $31.9M · held 8+ qtrs
$GWWW.W. GRAINGER, INC.+33%
now $6.5M · held 8+ qtrs, 2 adds in a row
$RBCRBC Bearings INC+243%
now $1.7M · held 8+ qtrs
$HEIHEICO CORP+27%
now $4.3M · held 8+ qtrs, 4 adds in a row
$SNPSSYNOPSYS INC+22%
now $4.0M · held 7 qtrs, 7 adds in a row
+12 more in the Excel export
Trimmed (76)
now $81.7M · held 8+ qtrs
$WSOWATSCO INC-28%
now $6.5M · held 8+ qtrs, 4 trims in a row
now $57.6M · held 8+ qtrs
now $46.0M · held 8+ qtrs
$PEPPEPSICO INC-14%
now $7.8M · held 8+ qtrs
now $43.4M · held 8+ qtrs
+70 more in the Excel export
Holdings by quarter
Every 13F WENDELL DAVID ASSOCIATES INC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WENDELL DAVID ASSOCIATES's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
49%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WENDELL DAVID ASSOCIATES INC disclosed 151 positions worth $958.3M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 8.5% of the equity portfolio, followed by $MSFT and $MA. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $META and a full exit from $CSL. The portfolio is most concentrated in Technology (31.7% of disclosed assets). All figures are sourced directly from WENDELL DAVID ASSOCIATES INC’s Form 13F-HR filing with the SEC under CIK 878228.
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AI-Powered Hedge Fund Analysis: WENDELL DAVID ASSOCIATES INC
13F Pro is an AI hedge fund tracker and stock research platform. For WENDELL DAVID ASSOCIATES INC (SEC CIK: 878228), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WENDELL DAVID ASSOCIATES INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.