Long-term investor
Wendell David Associates Inc. @wendelldavidassociatesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000878228).
Record
- Tracked since 2025-06-30 (445 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +0.5% · all +0.5%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.8% · long · since 2025-06-30
- MA · 5.9% · long · since 2025-06-30
- TJX · 5.8% · long · since 2025-06-30
- LLY · 5.6% · long · since 2025-06-30
- MSFT · 5.2% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- ADP · 4.1% · long · since 2025-06-30
- SYK · 3.7% · long · since 2025-06-30
- JNJ · 2.7% · long · since 2025-06-30
- ABBV · 2.6% · long · since 2025-06-30
- NEE · 2.3% · long · since 2025-06-30
- ECL · 2.2% · long · since 2025-06-30