MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $515,565 (100.0% shares, 0.0% debt)

Holdings (62)

NDSN Nordson 6.3%
Value ($000) $32,630 Shares 268,961 Est. Cost $60.71 Unrealized +83.7%
ITW Illinois Tool Works 5.6%
Value ($000) $28,906 Shares 201,789 Est. Cost $51.24 Unrealized +121.2%
MSFT Microsoft 5.3%
Value ($000) $27,581 Shares 400,135 Est. Cost $28.25 Unrealized +120.6%
DCI Donaldson 4.8%
Value ($000) $24,822 Shares 545,063 Est. Cost $29.39 Unrealized +36.4%
FedEx 4.8%
Value ($000) $24,663 Shares 113,483 Est. Cost $104.75 Unrealized
3M Company 4.7%
Value ($000) $24,103 Shares 115,774 Est. Cost $113.97 Unrealized
JNJ Johnson & Johnson 4.7%
Value ($000) $24,051 Shares 181,806 Est. Cost $61.26 Unrealized +63.9%
ECL Ecolab 4.6%
Value ($000) $23,495 Shares 176,984 Est. Cost $75.00 Unrealized +56.9%
ADP Auto Data Processing 4.3%
Value ($000) $22,301 Shares 217,660 Est. Cost $47.04 Unrealized +79.1%
PEP PepsiCo 4.0%
Value ($000) $20,672 Shares 178,996 Est. Cost $57.76 Unrealized +52.7%
National Instr 3.9%
Value ($000) $20,171 Shares 501,517 Est. Cost $29.02 Unrealized
INTC Intel 3.7%
Value ($000) $19,202 Shares 569,115 Est. Cost $18.01 Unrealized +64.2%
PG Procter & Gamble 3.7%
Value ($000) $19,028 Shares 218,337 Est. Cost $55.77 Unrealized +25.8%
KO Coca-Cola 3.6%
Value ($000) $18,400 Shares 410,261 Est. Cost $28.06 Unrealized +20.0%
DOV Dover 3.5%
Value ($000) $17,892 Shares 223,034 Est. Cost $41.36 Unrealized +37.3%
UPS United Parcel Svc Cl B 3.4%
Value ($000) $17,611 Shares 159,247 Est. Cost $58.18 Unrealized +32.9%
HON Honeywell International 3.4%
Value ($000) $17,391 Shares 130,478 Est. Cost $75.56 Unrealized +30.7%
PCAR Paccar 3.4%
Value ($000) $17,370 Shares 263,019 Est. Cost $22.55 Unrealized +37.0%
EMR Emerson Electric 3.3%
Value ($000) $16,886 Shares 283,221 Est. Cost $40.65 Unrealized +18.1%
NVS Novartis AG 3.3%
Value ($000) $16,833 Shares 201,665 Est. Cost $72.40 Unrealized
SLB Schlumberger Ltd 2.5%
Value ($000) $12,903 Shares 195,970 Est. Cost $54.84 Unrealized +1.8%
BDX Becton Dickinson 2.3%
Value ($000) $11,737 Shares 60,157 Est. Cost $157.85 Unrealized +1.7%
MKC McCormick 2.0%
Value ($000) $10,392 Shares 106,573 Est. Cost $40.82 Unrealized +5.2%
CVS CVS Health 1.5%
Value ($000) $7,652 Shares 95,106 Est. Cost $74.68 Unrealized -19.2%
AAPL Apple Computer 1.5%
Value ($000) $7,636 Shares 53,021 Est. Cost $18.23 Unrealized +88.2%
GWW W.W. Grainger 0.9%
Value ($000) $4,632 Shares 25,656 Est. Cost $201.31 Unrealized -17.5%
SJT San Juan Basin Royalty Trust 0.9%
Value ($000) $4,409 Shares 647,452 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.9%
Value ($000) $4,405 Shares 54,567 Est. Cost $90.36 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,469 Shares 23,668 Est. Cost $70.36 Unrealized +4.0%
Abbvie Inc. Com 0.3%
Value ($000) $1,351 Shares 18,634 Est. Cost $49.33 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,119 Shares 70,998 Est. Cost $17.22 Unrealized
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,055 Shares 73,023 Est. Cost $22.60 Unrealized
D Dominion Energy Inc 0.2%
Value ($000) $895 Shares 11,680 Est. Cost $47.87 Unrealized +12.3%
Luminex Corp 0.2%
Value ($000) $819 Shares 38,776 Est. Cost $20.61 Unrealized
Bellicum Pharmaceutica 0.2%
Value ($000) $797 Shares 68,271 Est. Cost $12.58 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $693 Shares 14,263 Est. Cost $30.82 Unrealized +26.2%
AMZN Amazon.Com Inc 0.1%
Value ($000) $573 Shares 592 Est. Cost $29.34 Unrealized +62.6%
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $570 Shares 8,000 Est. Cost $75.87 Unrealized
Medtronic PLC 0.1%
Value ($000) $555 Shares 6,257 Est. Cost $86.80 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $546 Shares 16,257 Est. Cost $21.05 Unrealized +2.6%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $542 Shares 14,000 Est. Cost $51.64 Unrealized
IBM International Business Machine 0.1%
Value ($000) $525 Shares 3,414 Est. Cost $110.90 Unrealized -6.4%
A T & T Inc New 0.1%
Value ($000) $460 Shares 12,180 Est. Cost $43.13 Unrealized
Dupont de Nemours 0.1%
Value ($000) $389 Shares 4,825 Est. Cost $64.87 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $381 Shares 2,252 Est. Cost $116.32 Unrealized +43.0%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $349 Shares 375 Est. Cost $770.55 Unrealized
CL Colgate Palmolive 0.1%
Value ($000) $321 Shares 4,331 Est. Cost $56.89 Unrealized +6.6%
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $304 Shares 325 Est. Cost $70.37 Unrealized +36.6%
BMY Bristol Myers Squibb 0.1%
Value ($000) $304 Shares 5,450 Est. Cost $49.58 Unrealized -19.5%
TELFY Telefonica de Espana 0.1%
Value ($000) $293 Shares 28,192 Est. Cost $12.52 Unrealized
HD Home Depot Inc 0.0%
Value ($000) $257 Shares 1,678 Est. Cost $103.40 Unrealized +20.4%
WM Waste Management Inc Del 0.0%
Value ($000) $257 Shares 3,500 Est. Cost $45.95 Unrealized +36.1%
COP ConocoPhillips 0.0%
Value ($000) $254 Shares 5,786 Est. Cost $37.91 Unrealized -6.4%
PSX Phillips 66 COM 0.0%
Value ($000) $235 Shares 2,843 Est. Cost $45.79 Unrealized +22.9%
CLX Clorox Co Del 0.0%
Value ($000) $228 Shares 1,710 Est. Cost $98.68 Unrealized +6.8%
General Electric 0.0%
Value ($000) $223 Shares 8,273 Est. Cost $31.46 Unrealized
Verizon Communications 0.0%
Value ($000) $218 Shares 4,884 Est. Cost $55.38 Unrealized
MRK Merck & Co Inc New 0.0%
Value ($000) $218 Shares 3,408 Est. Cost $39.90 Unrealized +16.7%
SYY Sysco Corp 0.0%
Value ($000) $216 Shares 4,283 Est. Cost $37.68 Unrealized +13.1%
KMB Kimberly Clark Corp. 0.0%
Value ($000) $203 Shares 1,575 Est. Cost $93.94 Unrealized +2.4%
NOK Nokia 0.0%
Value ($000) $94 Shares 15,250 Est. Cost $6.75 Unrealized
McDermott Intl Inc 0.0%
Value ($000) $78 Shares 10,850 Est. Cost $4.06 Unrealized