MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $510,784 (100.0% shares, 0.0% debt)

Holdings (64)

NDSN Nordson 6.6%
Value ($000) $33,754 Shares 274,780 Est. Cost $60.71 Unrealized +77.8%
ITW Illinois Tool Works 5.3%
Value ($000) $27,005 Shares 203,854 Est. Cost $51.24 Unrealized +104.1%
MSFT Microsoft 5.2%
Value ($000) $26,493 Shares 402,265 Est. Cost $28.25 Unrealized +104.7%
DCI Donaldson 4.9%
Value ($000) $25,041 Shares 550,120 Est. Cost $29.39 Unrealized +27.9%
JNJ Johnson & Johnson 4.4%
Value ($000) $22,706 Shares 182,308 Est. Cost $61.26 Unrealized +52.5%
ADP Auto Data Processing 4.4%
Value ($000) $22,308 Shares 217,869 Est. Cost $47.04 Unrealized +79.4%
ECL Ecolab 4.4%
Value ($000) $22,265 Shares 177,639 Est. Cost $75.00 Unrealized +48.0%
3M Company 4.4%
Value ($000) $22,252 Shares 116,301 Est. Cost $113.97 Unrealized
FedEx 4.3%
Value ($000) $22,215 Shares 113,836 Est. Cost $104.75 Unrealized
GWW W.W. Grainger 4.1%
Value ($000) $20,882 Shares 89,716 Est. Cost $201.31 Unrealized +7.0%
INTC Intel 4.0%
Value ($000) $20,537 Shares 569,376 Est. Cost $18.01 Unrealized +64.8%
PEP PepsiCo 3.9%
Value ($000) $20,087 Shares 179,576 Est. Cost $57.76 Unrealized +41.8%
PG Procter & Gamble 3.8%
Value ($000) $19,638 Shares 218,570 Est. Cost $55.77 Unrealized +25.6%
DOV Dover 3.5%
Value ($000) $17,975 Shares 223,709 Est. Cost $41.36 Unrealized +33.5%
PCAR Paccar 3.5%
Value ($000) $17,771 Shares 264,448 Est. Cost $22.55 Unrealized +42.4%
KO Coca-Cola 3.4%
Value ($000) $17,453 Shares 411,235 Est. Cost $28.06 Unrealized +12.3%
UPS United Parcel Svc Cl B 3.4%
Value ($000) $17,135 Shares 159,695 Est. Cost $58.18 Unrealized +34.7%
EMR Emerson Electric 3.3%
Value ($000) $16,842 Shares 281,350 Est. Cost $40.65 Unrealized +17.9%
National Instr 3.2%
Value ($000) $16,511 Shares 507,096 Est. Cost $29.02 Unrealized
HON Honeywell International 3.2%
Value ($000) $16,114 Shares 129,043 Est. Cost $75.30 Unrealized +22.1%
SLB Schlumberger Ltd 3.0%
Value ($000) $15,339 Shares 196,399 Est. Cost $54.84 Unrealized +15.5%
NVS Novartis AG 2.9%
Value ($000) $14,951 Shares 201,310 Est. Cost $72.40 Unrealized
CVS CVS Health 2.3%
Value ($000) $11,754 Shares 149,733 Est. Cost $74.68 Unrealized -18.9%
AAPL Apple Computer 1.5%
Value ($000) $7,617 Shares 53,021 Est. Cost $18.23 Unrealized +66.9%
MKC McCormick 1.5%
Value ($000) $7,503 Shares 76,917 Est. Cost $40.00 Unrealized +2.2%
SJT San Juan Basin Royalty Trust 0.9%
Value ($000) $4,688 Shares 647,452 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.9%
Value ($000) $4,674 Shares 56,993 Est. Cost $90.36 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,540 Shares 23,660 Est. Cost $70.36 Unrealized +9.1%
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,256 Shares 73,023 Est. Cost $22.60 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,230 Shares 18,872 Est. Cost $49.33 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,172 Shares 70,998 Est. Cost $17.22 Unrealized
D Dominion Res Inc 0.2%
Value ($000) $989 Shares 12,750 Est. Cost $47.87 Unrealized +7.0%
Bellicum Pharmaceutica 0.2%
Value ($000) $939 Shares 76,112 Est. Cost $12.58 Unrealized
Luminex Corp 0.1%
Value ($000) $720 Shares 39,175 Est. Cost $20.61 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $634 Shares 14,283 Est. Cost $30.82 Unrealized +19.8%
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $615 Shares 8,000 Est. Cost $75.87 Unrealized
IBM International Business Machine 0.1%
Value ($000) $594 Shares 3,409 Est. Cost $110.90 Unrealized +3.1%
PFE Pfizer, Inc. 0.1%
Value ($000) $556 Shares 16,257 Est. Cost $21.05 Unrealized +1.7%
AMZN Amazon.Com Inc 0.1%
Value ($000) $525 Shares 592 Est. Cost $29.34 Unrealized +42.1%
A T & T Inc New 0.1%
Value ($000) $516 Shares 12,423 Est. Cost $43.13 Unrealized
Medtronic PLC 0.1%
Value ($000) $504 Shares 6,257 Est. Cost $86.80 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $498 Shares 14,000 Est. Cost $51.64 Unrealized
TELFY Telefonica de Espana 0.1%
Value ($000) $470 Shares 41,976 Est. Cost $12.52 Unrealized
Dupont de Nemours 0.1%
Value ($000) $396 Shares 4,924 Est. Cost $64.87 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $376 Shares 2,051 Est. Cost $81.25 Unrealized +87.9%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $375 Shares 2,252 Est. Cost $116.32 Unrealized +43.8%
MRK Merck & Co Inc New 0.1%
Value ($000) $321 Shares 5,058 Est. Cost $39.90 Unrealized +15.4%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $318 Shares 375 Est. Cost $770.55 Unrealized
CL Colgate Palmolive 0.1%
Value ($000) $317 Shares 4,331 Est. Cost $56.89 Unrealized -0.0%
CSCO Cisco Systems 0.1%
Value ($000) $313 Shares 9,270 Est. Cost $20.86 Unrealized +18.6%
BMY Bristol Myers Squibb 0.1%
Value ($000) $296 Shares 5,450 Est. Cost $49.58 Unrealized -19.5%
COP ConocoPhillips 0.1%
Value ($000) $289 Shares 5,786 Est. Cost $37.91 Unrealized -3.5%
General Electric 0.1%
Value ($000) $271 Shares 9,083 Est. Cost $31.46 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $255 Shares 3,500 Est. Cost $45.95 Unrealized +32.6%
ISRG Intuitive Surgical Inc Com New 0.0%
Value ($000) $249 Shares 325 Est. Cost $70.37 Unrealized +12.3%
CLX Clorox Co Del 0.0%
Value ($000) $245 Shares 1,820 Est. Cost $98.68 Unrealized +1.8%
HD Home Depot Inc 0.0%
Value ($000) $245 Shares 1,669 Est. Cost $103.40 Unrealized +10.6%
Verizon Communications 0.0%
Value ($000) $238 Shares 4,884 Est. Cost $55.38 Unrealized
PSX Phillips 66 COM 0.0%
Value ($000) $225 Shares 2,843 Est. Cost $45.79 Unrealized +25.1%
SYY Sysco Corp 0.0%
Value ($000) $222 Shares 4,280 Est. Cost $37.68 Unrealized +11.6%
KMB Kimberly Clark Corp. 0.0%
Value ($000) $207 Shares 1,575 Est. Cost $93.94 Unrealized -1.4%
DIS Walt Disney 0.0%
Value ($000) $202 Shares 1,782 Est. Cost $103.01 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $83 Shares 15,250 Est. Cost $6.75 Unrealized
McDermott Intl Inc 0.0%
Value ($000) $73 Shares 10,850 Est. Cost $4.06 Unrealized