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Laura Backman

Wendell David Associates Inc

Assets Managed
$918.894M
Holdings
151
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-6.64%(2Q avg: -4.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wendell David Associates Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Wendell David Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 918.894M in assets, with a quarterly growth rate of -6.64% and a 2-quarter average growth rate of -4.73%. The portfolio is managed by Laura Backman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.3%
6.97%
$64.044M
252,349 shares@ $253.8 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -1.89%
6.27%
$57.554M
360,391 shares@ $159.7 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -2.56%
5.85%
$53.731M
107,536 shares@ $499.66 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.04%
5.31%
$48.712M
131,592 shares@ $370.18 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.6%
4.39%
$40.311M
43,827 shares@ $919.78 avg price
SYK
Stryker Corp
Recent Activity
Decreased -0.28%
3.99%
$36.637M
111,497 shares@ $328.6 avg price
ADP
Automatic Data Processing
Recent Activity
Decreased -1.27%
3.83%
$35.131M
172,904 shares@ $203.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.32%
3.51%
$32.212M
112,018 shares@ $287.57 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.15%
2.68%
$24.603M
100,652 shares@ $244.44 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -0.48%
2.53%
$23.168M
249,435 shares@ $92.89 avg price

1-10 of 151