Wendell David Associates Inc Q2 2026 Portfolio Activity

According to data available on InsiderSet, Wendell David Associates Inc experienced a dynamic shift in its portfolio holdings during the second quarter of 2026. The total portfolio value stood at $943,187 as of June 30th. This filing reveals specific changes to individual stock positions, providing insight into the investor's strategy for this period.

Prominent Purchases in Q2

The most significant buying activity observed by Wendell David Associates Inc during Q2 involved several companies primarily within the Technology sector. Notably, NVIDIA (NVDA) saw a substantial increase in its share count from the previous quarter, with holdings rising by 37.19%. This suggests renewed confidence or strategic interest in this high-growth semiconductor stock.

In addition to increasing existing positions like NVIDIA and Broadridge Financial Solutions (BR), the investor also initiated new positions. The data indicates that Wendell David Associates Inc added holdings in several companies, including Marvell Semiconductor and Bio-Techne. Furthermore, they increased their stake in Fiserv (FI) by 20.71%, and also purchased shares of Amphenol 'A', increasing its allocation by a healthy 8.33%. These actions point towards an investor potentially seeking exposure to innovative technology firms.

Significant Sales and Reductions

Conversely, the data shows that Wendell David Associates Inc also sold or reduced positions in several key holdings during Q2. The largest reduction was observed for McCormick (MKC), where shares decreased by a steep 22.26%. Similarly, NIKE 'B' experienced a significant sell-off of 22.9%, indicating a major shift away from this consumer goods company.

The investor also sold shares in other companies like Church & Dwight (CHD) (-11.74%) and Honeywell International (HON) (-50.38%). The sale of Honeywell shares was particularly large, representing a 50% reduction in its position over the quarter.

Overall Portfolio Shift

The changes observed by Wendell David Associates Inc resulted in an overall portfolio value increase to $943,187. The investor's allocation strategy saw shifts across sectors; Technology remains a strong focus with approximately 24.54% of the total value allocated to it.

Healthcare also continues to be significant at around 21.33%, while Consumer Cyclical holds about 12.61%. The investor appears to have reduced exposure in certain areas like Ecolab (ECL), where the portfolio_percentage_allocation decreased slightly from prior periods, despite a small increase in shares.

Key Observations

The Q2 activity by Wendell David Associates Inc highlights both strategic additions and reductions. The investor demonstrated interest in acquiring positions or boosting stakes in companies like NVIDIA, Marvell Semiconductor, Fiserv, Amphenol 'A', and Bio-Techne.

Simultaneously, they significantly decreased holdings in McCormick, sold out Honeywell entirely (based on the 50.38% change), and reduced positions in other consumer-related stocks like NIKE 'B' and Church & Dwight. This suggests a portfolio rebalancing focused potentially on higher-growth technology names while scaling back some traditional consumer or industrial exposures.