Wendell David Associates Inc Buys Qualcomm Inc, CSX Corp, Generac Holdings Inc, Sells Becton, Dickinson and Co, Roche Holding AG, EPAM Systems Inc

• New Purchases: GNRC, EQIX, POOL, GOOG,
• Added Positions: QCOM, PFF, MSFT, ABT, ABBV, AMZN, SYK, EW, CSX, LOW, DHR, NEE, AMT, EQR, BR, SHW, MKC, PEP, APD, DG, ADBE, PG, COST, HEI, WELL, EXPD, CTAS, PYPL, ZTS, MPC, EMR, ULTA, HON, CVS, PAYX, TMO, TXN, PM, JPM, CHTR, FB, ORCL, VEEV, NSC, T,
• Reduced Positions: BDX, NKE, EPAM, RHHBY, IDXX, INTU, FDS, EL, CSCO, BMY, V, LLY, WSO, NVO, BF.B, SYY, TECH, UNP, RTX, CDK, UNH, MMM, ILMN, PEAK, GILD, GE,
• Sold Out: CTSH, WRI,

For the details of WENDELL DAVID ASSOCIATES INC's stock buys and sells, go to https://www.gurufocus.com/guru/wendell+david+associates+inc/current-portfolio/portfolio

1. Mastercard Inc (MA) - 140,999 shares, 5.77% of the total portfolio. Shares reduced by 0.21%
2. Apple Inc (AAPL) - 362,833 shares, 5.57% of the total portfolio. Shares reduced by 0.52%
3. Automatic Data Processing Inc (ADP) - 200,721 shares, 4.47% of the total portfolio. Shares reduced by 0.09%
4. Microsoft Corp (MSFT) - 140,891 shares, 4.28% of the total portfolio. Shares added by 2.07%
5. Nike Inc (NKE) - 213,657 shares, 3.70% of the total portfolio. Shares reduced by 1.32%

Wendell David Associates Inc initiated holding in Generac Holdings Inc. The purchase prices were between $289.18 and $415.15, with an estimated average price of $335.09. The stock is now traded at around $430.490000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,127 shares as of 2021-06-30.

Wendell David Associates Inc initiated holding in Equinix Inc. The purchase prices were between $678 and $823.99, with an estimated average price of $740.74. The stock is now traded at around $826.610000. The impact to a portfolio due to this purchase was 0.04%. The holding were 404 shares as of 2021-06-30.

Wendell David Associates Inc initiated holding in Pool Corp. The purchase prices were between $345.24 and $465.04, with an estimated average price of $419.1. The stock is now traded at around $452.670000. The impact to a portfolio due to this purchase was 0.03%. The holding were 513 shares as of 2021-06-30.

Wendell David Associates Inc initiated holding in Alphabet Inc. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2579.910000. The impact to a portfolio due to this purchase was 0.02%. The holding were 85 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in Qualcomm Inc by 50.76%. The purchase prices were between $124.62 and $142.93, with an estimated average price of $135.16. The stock is now traded at around $137.980000. The impact to a portfolio due to this purchase was 0.28%. The holding were 52,639 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in CSX Corp by 66.27%. The purchase prices were between $31.55 and $34.39, with an estimated average price of $32.97. The stock is now traded at around $30.940000. The impact to a portfolio due to this purchase was 0.05%. The holding were 36,504 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in Equity Residential by 45.97%. The purchase prices were between $71.39 and $80.91, with an estimated average price of $75.52. The stock is now traded at around $82.440000. The impact to a portfolio due to this purchase was 0.03%. The holding were 9,970 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in Heico Corp by 63.08%. The purchase prices were between $125.8 and $148.24, with an estimated average price of $137.68. The stock is now traded at around $131.100000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,986 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in Welltower Inc by 50.62%. The purchase prices were between $71.04 and $84.02, with an estimated average price of $76.4. The stock is now traded at around $85.280000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,100 shares as of 2021-06-30.

Wendell David Associates Inc added to a holding in Cintas Corp by 23.35%. The purchase prices were between $341.31 and $382.52, with an estimated average price of $354.21. The stock is now traded at around $381.570000. The impact to a portfolio due to this purchase was 0.01%. The holding were 898 shares as of 2021-06-30.

Wendell David Associates Inc sold out a holding in Cognizant Technology Solutions Corp. The sale prices were between $68.32 and $82.2, with an estimated average price of $74.54.

Wendell David Associates Inc sold out a holding in Weingarten Realty Investors. The sale prices were between $26.83 and $34.12, with an estimated average price of $31.39.

Wendell David Associates Inc reduced to a holding in Becton, Dickinson and Co by 24.6%. The sale prices were between $238.47 and $260.94, with an estimated average price of $245.55. The stock is now traded at around $246.735100. The impact to a portfolio due to this sale was -0.23%. Wendell David Associates Inc still held 23,926 shares as of 2021-06-30.

Wendell David Associates Inc reduced to a holding in Roche Holding AG by 25.34%. The sale prices were between $40.56 and $47.81, with an estimated average price of $43.47. The stock is now traded at around $48.540000. The impact to a portfolio due to this sale was -0.04%. Wendell David Associates Inc still held 21,650 shares as of 2021-06-30.

Wendell David Associates Inc reduced to a holding in EPAM Systems Inc by 22.5%. The sale prices were between $396.69 and $523.15, with an estimated average price of $466.63. The stock is now traded at around $531.860000. The impact to a portfolio due to this sale was -0.04%. Wendell David Associates Inc still held 3,100 shares as of 2021-06-30.