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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 $928,325
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 304,503 $58,626 6.31%
2.
Mastercard Inc
 MA 123,970 $52,874 5.69%
3.
Microsoft Corp
 MSFT 137,495 $51,704 5.56%
4.
Automatic Data Processing Inc
 ADP 189,565 $44,163 4.75%
5.
Tjx Companies Inc
 TJX 405,650 $38,054 4.09%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)