StockDriftsStockDriftsTop 50 Wendell David Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 6.97% | 252.3K | $64.0M | -2.31%(-5.96K) | $26.87(+1012.46%) | 2026-03-31 | |
| TJX | TJX Companies | 6.26% | 360.4K | $57.6M | -1.89%(-6.94K) | $23.89(+515.49%) | 2026-03-31 | |
| MA | Mastercard | 5.85% | 107.5K | $53.7M | -2.57%(-2.83K) | $54.12(+806.56%) | 2026-03-31 | |
| MSFT | Microsoft | 5.3% | 131.6K | $48.7M | -1.04%(-1.39K) | $58.71(+590.17%) | 2026-03-31 | |
| LLY | Eli Lilly | 4.39% | 43.8K | $40.3M | +0.59%(+259) | $115.32(+780.81%) | 2026-03-31 | |
| SYK | Stryker | 3.99% | 111.5K | $36.6M | -0.28%(-315) | $93.40(+223.44%) | 2026-03-31 | |
| ADP | Automatic Data Processing | 3.82% | 172.9K | $35.1M | -1.28%(-2.24K) | $74.11(+181.52%) | 2026-03-31 | |
| GOOGL | Alphabet Class A | 3.51% | 112.0K | $32.2M | -2.32%(-2.66K) | $56.14(+617.13%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.68% | 100.7K | $24.6M | +0.15%(+148) | $73.54(+213.31%) | 2026-03-31 | |
| NEE | NextEra Energy | 2.52% | 249.4K | $23.2M | -0.49%(-1.22K) | $38.66(+145.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.17% |
| Top 20 Holdings Unweighted | +8.91% | +29.18% |
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