MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $528,688 (100.0% shares, 0.0% debt)

Holdings (59)

NDSN Nordson 6.0%
Value ($000) $31,535 Shares 266,118 Est. Cost $60.71 Unrealized +80.2%
MSFT Microsoft 5.6%
Value ($000) $29,625 Shares 397,704 Est. Cost $28.25 Unrealized +136.0%
ITW Illinois Tool Works 5.6%
Value ($000) $29,580 Shares 199,918 Est. Cost $51.24 Unrealized +126.5%
FedEx 4.8%
Value ($000) $25,454 Shares 112,838 Est. Cost $104.75 Unrealized
DCI Donaldson 4.6%
Value ($000) $24,573 Shares 534,895 Est. Cost $29.39 Unrealized +37.8%
3M Company 4.6%
Value ($000) $24,157 Shares 115,090 Est. Cost $113.97 Unrealized
ADP Auto Data Processing 4.5%
Value ($000) $23,664 Shares 216,465 Est. Cost $47.04 Unrealized +90.5%
JNJ Johnson & Johnson 4.4%
Value ($000) $23,506 Shares 180,803 Est. Cost $61.26 Unrealized +71.4%
ECL Ecolab 4.3%
Value ($000) $22,668 Shares 176,255 Est. Cost $75.00 Unrealized +60.1%
INTC Intel 4.0%
Value ($000) $21,111 Shares 554,385 Est. Cost $18.01 Unrealized +64.3%
National Instr 3.9%
Value ($000) $20,377 Shares 483,209 Est. Cost $29.02 Unrealized
DOV Dover 3.8%
Value ($000) $20,143 Shares 220,411 Est. Cost $41.36 Unrealized +47.1%
PEP PepsiCo 3.7%
Value ($000) $19,656 Shares 176,396 Est. Cost $57.76 Unrealized +54.8%
PG Procter & Gamble 3.7%
Value ($000) $19,532 Shares 214,685 Est. Cost $55.77 Unrealized +30.9%
UPS United Parcel Svc Cl B 3.5%
Value ($000) $18,582 Shares 154,736 Est. Cost $58.18 Unrealized +42.4%
PCAR Paccar 3.5%
Value ($000) $18,468 Shares 255,297 Est. Cost $22.55 Unrealized +43.6%
KO Coca-Cola 3.4%
Value ($000) $18,099 Shares 402,112 Est. Cost $28.06 Unrealized +24.5%
HON Honeywell International 3.4%
Value ($000) $17,964 Shares 126,738 Est. Cost $75.56 Unrealized +38.1%
EMR Emerson Electric 3.3%
Value ($000) $17,342 Shares 275,975 Est. Cost $40.65 Unrealized +21.1%
NVS Novartis AG 3.2%
Value ($000) $16,836 Shares 196,115 Est. Cost $72.40 Unrealized
BDX Becton Dickinson 2.7%
Value ($000) $14,069 Shares 71,800 Est. Cost $159.99 Unrealized +6.9%
SLB Schlumberger Ltd 2.5%
Value ($000) $13,480 Shares 193,228 Est. Cost $54.84 Unrealized -5.4%
CVS CVS Health 2.2%
Value ($000) $11,371 Shares 139,831 Est. Cost $70.24 Unrealized -13.4%
MKC McCormick 2.1%
Value ($000) $11,347 Shares 110,549 Est. Cost $40.83 Unrealized +0.7%
AAPL Apple Computer 1.5%
Value ($000) $8,172 Shares 53,021 Est. Cost $18.23 Unrealized +98.3%
SJT San Juan Basin Royalty Trust 1.0%
Value ($000) $5,076 Shares 647,452 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.8%
Value ($000) $4,213 Shares 51,389 Est. Cost $90.36 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,766 Shares 23,538 Est. Cost $70.36 Unrealized +8.3%
Abbvie Inc. Com 0.3%
Value ($000) $1,657 Shares 18,650 Est. Cost $49.33 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,231 Shares 70,998 Est. Cost $17.22 Unrealized
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,099 Shares 73,023 Est. Cost $22.60 Unrealized
D Dominion Energy Inc 0.2%
Value ($000) $899 Shares 11,680 Est. Cost $47.87 Unrealized +12.1%
Luminex Corp 0.1%
Value ($000) $788 Shares 38,776 Est. Cost $20.61 Unrealized
ABT Abbott Labs 0.1%
Value ($000) $762 Shares 14,273 Est. Cost $30.82 Unrealized +40.7%
AMZN Amazon.Com Inc 0.1%
Value ($000) $585 Shares 608 Est. Cost $29.86 Unrealized +64.5%
PFE Pfizer, Inc. 0.1%
Value ($000) $580 Shares 16,257 Est. Cost $21.05 Unrealized +5.7%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $571 Shares 14,000 Est. Cost $51.64 Unrealized
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $568 Shares 8,000 Est. Cost $75.87 Unrealized
IBM International Business Machine 0.1%
Value ($000) $504 Shares 3,472 Est. Cost $110.67 Unrealized -12.5%
A T & T Inc New 0.1%
Value ($000) $499 Shares 12,743 Est. Cost $42.95 Unrealized
Medtronic PLC 0.1%
Value ($000) $487 Shares 6,257 Est. Cost $86.80 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $440 Shares 2,402 Est. Cost $120.10 Unrealized +47.2%
Dow Dupont Inc Com 0.1%
Value ($000) $428 Shares 6,185 Est. Cost $69.20 Unrealized
Bellicum Pharmaceutica 0.1%
Value ($000) $415 Shares 35,900 Est. Cost $12.58 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $347 Shares 5,450 Est. Cost $49.58 Unrealized -13.0%
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $340 Shares 325 Est. Cost $70.37 Unrealized +54.8%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $320 Shares 329 Est. Cost $770.55 Unrealized
CL Colgate Palmolive 0.1%
Value ($000) $311 Shares 4,268 Est. Cost $56.89 Unrealized +4.1%
TELFY Telefonica de Espana 0.1%
Value ($000) $304 Shares 28,192 Est. Cost $12.52 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $290 Shares 5,786 Est. Cost $37.91 Unrealized -9.2%
HD Home Depot Inc 0.1%
Value ($000) $276 Shares 1,686 Est. Cost $103.40 Unrealized +21.0%
WM Waste Management Inc Del 0.1%
Value ($000) $274 Shares 3,500 Est. Cost $45.95 Unrealized +42.8%
PSX Phillips 66 COM 0.0%
Value ($000) $260 Shares 2,843 Est. Cost $45.79 Unrealized +33.8%
Verizon Communications 0.0%
Value ($000) $242 Shares 4,884 Est. Cost $55.38 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $231 Shares 4,287 Est. Cost $37.68 Unrealized +11.0%
CLX Clorox Co Del 0.0%
Value ($000) $226 Shares 1,710 Est. Cost $98.68 Unrealized +7.0%
MRK Merck & Co Inc New 0.0%
Value ($000) $218 Shares 3,408 Est. Cost $39.90 Unrealized +17.0%
NOK Nokia 0.0%
Value ($000) $91 Shares 15,250 Est. Cost $6.75 Unrealized
McDermott Intl Inc 0.0%
Value ($000) $79 Shares 10,850 Est. Cost $4.06 Unrealized