MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 10, 2017

Total Value ($000): $481,773 (100.0% shares, 0.0% debt)

Holdings (63)

NDSN Nordson 6.5%
Value ($000) $31,149 Shares 277,991 Est. Cost $60.71 Unrealized +56.7%
MSFT Microsoft 5.2%
Value ($000) $25,073 Shares 403,488 Est. Cost $28.25 Unrealized +90.9%
ITW Illinois Tool Works 5.2%
Value ($000) $24,938 Shares 203,639 Est. Cost $51.24 Unrealized +89.6%
DCI Donaldson 4.8%
Value ($000) $23,129 Shares 549,638 Est. Cost $29.39 Unrealized +16.6%
ADP Auto Data Processing 4.6%
Value ($000) $22,164 Shares 215,643 Est. Cost $46.65 Unrealized +64.5%
FedEx 4.4%
Value ($000) $21,088 Shares 113,252 Est. Cost $104.75 Unrealized
JNJ Johnson & Johnson 4.3%
Value ($000) $20,899 Shares 181,403 Est. Cost $61.26 Unrealized +46.4%
3M Company 4.3%
Value ($000) $20,671 Shares 115,761 Est. Cost $113.97 Unrealized
INTC Intel 4.3%
Value ($000) $20,655 Shares 569,477 Est. Cost $18.01 Unrealized +61.9%
GWW W.W. Grainger 4.3%
Value ($000) $20,655 Shares 88,933 Est. Cost $201.31 Unrealized -3.5%
ECL Ecolab 4.3%
Value ($000) $20,557 Shares 175,373 Est. Cost $74.54 Unrealized +42.2%
PEP PepsiCo 3.8%
Value ($000) $18,546 Shares 177,253 Est. Cost $57.44 Unrealized +38.2%
PG Procter & Gamble 3.8%
Value ($000) $18,213 Shares 216,613 Est. Cost $55.77 Unrealized +19.7%
UPS United Parcel Svc Cl B 3.7%
Value ($000) $17,880 Shares 155,970 Est. Cost $57.70 Unrealized +39.1%
KO Coca-Cola 3.5%
Value ($000) $16,692 Shares 402,610 Est. Cost $27.98 Unrealized +11.5%
PCAR Paccar 3.5%
Value ($000) $16,686 Shares 261,121 Est. Cost $22.43 Unrealized +26.7%
DOV Dover 3.4%
Value ($000) $16,492 Shares 220,100 Est. Cost $41.14 Unrealized +21.0%
SLB Schlumberger Ltd 3.3%
Value ($000) $16,006 Shares 190,665 Est. Cost $54.58 Unrealized +15.5%
EMR Emerson Electric 3.2%
Value ($000) $15,510 Shares 278,198 Est. Cost $40.57 Unrealized +5.7%
National Instr 3.2%
Value ($000) $15,435 Shares 500,804 Est. Cost $28.97 Unrealized
HON Honeywell International 3.1%
Value ($000) $14,744 Shares 127,271 Est. Cost $75.07 Unrealized +12.1%
NVS Novartis AG 2.9%
Value ($000) $14,116 Shares 193,798 Est. Cost $72.32 Unrealized
CVS CVS Health 2.3%
Value ($000) $11,171 Shares 141,568 Est. Cost $75.49 Unrealized -19.1%
AAPL Apple Computer 1.3%
Value ($000) $6,334 Shares 54,686 Est. Cost $18.23 Unrealized +43.1%
Exxon Mobil Corp 1.1%
Value ($000) $5,251 Shares 58,173 Est. Cost $90.36 Unrealized
SJT San Juan Basin Royalty Trust 0.9%
Value ($000) $4,286 Shares 647,452 Est. Cost $16.05 Unrealized
MKC McCormick 0.8%
Value ($000) $3,803 Shares 40,750 Est. Cost $39.21 Unrealized 0.0%
CVX Chevron Corp 0.6%
Value ($000) $2,790 Shares 23,708 Est. Cost $70.36 Unrealized +4.9%
Black Stone Minerals L Com Uni 0.3%
Value ($000) $1,333 Shares 70,998 Est. Cost $17.22 Unrealized
DMLP Dorchester Minerals LP 0.3%
Value ($000) $1,282 Shares 73,023 Est. Cost $22.60 Unrealized
Abbvie Inc. Com 0.3%
Value ($000) $1,212 Shares 19,353 Est. Cost $49.33 Unrealized
D Dominion Res Inc 0.2%
Value ($000) $1,053 Shares 13,750 Est. Cost $47.87 Unrealized +3.3%
Bellicum Pharmaceutica 0.2%
Value ($000) $1,037 Shares 76,112 Est. Cost $12.58 Unrealized
Luminex Corp 0.2%
Value ($000) $793 Shares 39,175 Est. Cost $20.61 Unrealized
A T & T Inc New 0.1%
Value ($000) $717 Shares 16,865 Est. Cost $43.13 Unrealized
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $605 Shares 8,000 Est. Cost $75.87 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $567 Shares 14,772 Est. Cost $30.82 Unrealized +9.2%
IBM International Business Machine 0.1%
Value ($000) $549 Shares 3,308 Est. Cost $110.80 Unrealized -7.0%
PFE Pfizer, Inc. 0.1%
Value ($000) $528 Shares 16,257 Est. Cost $21.05 Unrealized -2.6%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $492 Shares 14,000 Est. Cost $51.64 Unrealized
Medtronic PLC 0.1%
Value ($000) $449 Shares 6,297 Est. Cost $86.80 Unrealized
AMZN Amazon.Com Inc 0.1%
Value ($000) $436 Shares 582 Est. Cost $29.12 Unrealized +34.5%
TELFY Telefonica de Espana 0.1%
Value ($000) $386 Shares 41,976 Est. Cost $12.52 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $367 Shares 2,252 Est. Cost $116.32 Unrealized +32.4%
Dupont de Nemours 0.1%
Value ($000) $361 Shares 4,923 Est. Cost $64.87 Unrealized
General Electric 0.1%
Value ($000) $360 Shares 11,385 Est. Cost $31.46 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $348 Shares 5,950 Est. Cost $49.58 Unrealized -20.3%
BDX Becton Dickinson 0.1%
Value ($000) $340 Shares 2,051 Est. Cost $81.25 Unrealized +78.1%
COP ConocoPhillips 0.1%
Value ($000) $335 Shares 6,676 Est. Cost $37.91 Unrealized -8.3%
MRK Merck & Co Inc New 0.1%
Value ($000) $327 Shares 5,558 Est. Cost $39.90 Unrealized +10.5%
Verizon Communications 0.1%
Value ($000) $313 Shares 5,855 Est. Cost $55.38 Unrealized
PSX Phillips 66 COM 0.1%
Value ($000) $289 Shares 3,343 Est. Cost $45.79 Unrealized +28.1%
CL Colgate Palmolive 0.1%
Value ($000) $283 Shares 4,331 Est. Cost $56.89 Unrealized -2.7%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $281 Shares 355 Est. Cost $766.19 Unrealized
CSCO Cisco Systems 0.1%
Value ($000) $280 Shares 9,270 Est. Cost $20.86 Unrealized +10.5%
WM Waste Management Inc Del 0.1%
Value ($000) $248 Shares 3,500 Est. Cost $45.95 Unrealized +23.6%
SYY Sysco Corp 0.0%
Value ($000) $237 Shares 4,277 Est. Cost $37.68 Unrealized +8.7%
KMB Kimberly Clark Corp. 0.0%
Value ($000) $232 Shares 2,029 Est. Cost $93.94 Unrealized -10.0%
HD Home Depot Inc 0.0%
Value ($000) $223 Shares 1,660 Est. Cost $103.40 Unrealized 0.0%
CLX Clorox Co Del 0.0%
Value ($000) $218 Shares 1,820 Est. Cost $98.68 Unrealized -7.9%
ISRG Intuitive Surgical Inc Com New 0.0%
Value ($000) $206 Shares 325 Est. Cost $70.37 Unrealized +4.5%
McDermott Intl Inc 0.0%
Value ($000) $80 Shares 10,850 Est. Cost $4.06 Unrealized
NOK Nokia 0.0%
Value ($000) $73 Shares 15,250 Est. Cost $6.75 Unrealized