WENDELL DAVID ASSOCIATES INC - Portfolio Stock Holdings
WENDELL DAVID ASSOCIATES INC disclosed 150 stock positions in a recent SEC 13F filing. $940,493,909 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and MA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,330,258,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
150Est. Stock Holding Value:
$940,493,909Top Stock Holdings By Sector
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Portfolio Stock Holdings - WENDELL DAVID ASSOCIATES INC
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