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Home > Institutional Investor > Wendell David Associates Inc > Profile

Instuitional Investor - Wendell David Associates Inc

Fund Profile
Filing Period:
Fund Name: Wendell David Associates Inc
Portfolio Value $1,011,390
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 297,451 $74,488 7.36%
2.
Mastercard Inc
 MA 120,894 $63,659 6.29%
3.
Microsoft Corp
 MSFT 138,836 $58,520 5.78%
4.
Automatic Data Processing Inc
 ADP 185,653 $54,346 5.37%
5.
Tjx Companies Inc
 TJX 397,581 $48,032 4.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)