MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 9, 2018

Total Value ($000): $565,250 (100.0% shares, 0.0% debt)

Holdings (61)

NDSN Nordson 6.9%
Value ($000) $38,805 Shares 265,059 Est. Cost $60.71 Unrealized +94.1%
MSFT Microsoft 6.0%
Value ($000) $33,659 Shares 393,493 Est. Cost $28.25 Unrealized +166.4%
ITW Illinois Tool Works 5.9%
Value ($000) $33,129 Shares 198,557 Est. Cost $51.24 Unrealized +155.4%
FedEx 4.9%
Value ($000) $27,949 Shares 112,003 Est. Cost $104.75 Unrealized
3M Company 4.8%
Value ($000) $26,893 Shares 114,257 Est. Cost $113.97 Unrealized
DCI Donaldson 4.6%
Value ($000) $26,073 Shares 532,644 Est. Cost $29.39 Unrealized +42.3%
INTC Intel 4.5%
Value ($000) $25,442 Shares 551,167 Est. Cost $18.01 Unrealized +103.0%
ADP Auto Data Processing 4.5%
Value ($000) $25,218 Shares 215,189 Est. Cost $47.04 Unrealized +104.5%
JNJ Johnson & Johnson 4.4%
Value ($000) $25,085 Shares 179,534 Est. Cost $61.26 Unrealized +81.2%
ECL Ecolab 4.2%
Value ($000) $23,542 Shares 175,453 Est. Cost $75.00 Unrealized +62.5%
DOV Dover 3.9%
Value ($000) $22,073 Shares 218,564 Est. Cost $41.36 Unrealized +64.7%
PEP PepsiCo 3.7%
Value ($000) $21,056 Shares 175,587 Est. Cost $57.76 Unrealized +54.1%
National Instr 3.5%
Value ($000) $20,015 Shares 480,784 Est. Cost $29.02 Unrealized
PG Procter & Gamble 3.5%
Value ($000) $19,648 Shares 213,840 Est. Cost $55.77 Unrealized +30.3%
HON Honeywell International 3.4%
Value ($000) $19,275 Shares 125,686 Est. Cost $75.56 Unrealized +50.0%
EMR Emerson Electric 3.4%
Value ($000) $19,159 Shares 274,912 Est. Cost $40.65 Unrealized +31.1%
KO Coca-Cola 3.2%
Value ($000) $18,366 Shares 400,308 Est. Cost $28.06 Unrealized +27.0%
UPS United Parcel Svc Cl B 3.2%
Value ($000) $18,312 Shares 153,686 Est. Cost $58.18 Unrealized +48.3%
PCAR Paccar 3.2%
Value ($000) $18,088 Shares 254,475 Est. Cost $22.55 Unrealized +51.7%
NVS Novartis AG 2.9%
Value ($000) $16,419 Shares 195,556 Est. Cost $72.40 Unrealized
BDX Becton Dickinson 2.7%
Value ($000) $15,380 Shares 71,849 Est. Cost $159.99 Unrealized +15.9%
SLB Schlumberger Ltd 2.3%
Value ($000) $12,987 Shares 192,721 Est. Cost $54.84 Unrealized -6.6%
MKC McCormick 2.0%
Value ($000) $11,251 Shares 110,401 Est. Cost $40.83 Unrealized +4.6%
CVS CVS Health 1.8%
Value ($000) $9,908 Shares 136,665 Est. Cost $70.24 Unrealized -19.9%
AAPL Apple Computer 1.6%
Value ($000) $8,944 Shares 52,853 Est. Cost $18.23 Unrealized +114.4%
SJT San Juan Basin Royalty Trust 0.9%
Value ($000) $5,335 Shares 647,452 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.7%
Value ($000) $4,214 Shares 50,385 Est. Cost $90.36 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,741 Shares 21,891 Est. Cost $70.36 Unrealized +18.7%
Abbvie Inc. Com 0.3%
Value ($000) $1,793 Shares 18,537 Est. Cost $49.33 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,274 Shares 70,998 Est. Cost $17.22 Unrealized
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,110 Shares 73,023 Est. Cost $22.60 Unrealized
D Dominion Energy Inc 0.2%
Value ($000) $947 Shares 11,680 Est. Cost $47.87 Unrealized +17.9%
ABT Abbott Labs 0.1%
Value ($000) $815 Shares 14,282 Est. Cost $30.82 Unrealized +56.2%
AMZN Amazon.Com Inc 0.1%
Value ($000) $795 Shares 680 Est. Cost $32.52 Unrealized +69.2%
Luminex Corp 0.1%
Value ($000) $764 Shares 38,777 Est. Cost $20.61 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $624 Shares 14,000 Est. Cost $51.64 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $579 Shares 15,994 Est. Cost $21.05 Unrealized +13.1%
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) $533 Shares 3,477 Est. Cost $110.67 Unrealized -7.7%
Medtronic PLC 0.1%
Value ($000) $505 Shares 6,257 Est. Cost $86.80 Unrealized
A T & T Inc New 0.1%
Value ($000) $495 Shares 12,743 Est. Cost $42.95 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $470 Shares 2,372 Est. Cost $120.10 Unrealized +58.1%
Dow Dupont Inc Com 0.1%
Value ($000) $441 Shares 6,187 Est. Cost $69.20 Unrealized
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $356 Shares 975 Est. Cost $106.89 Unrealized +17.1%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $344 Shares 327 Est. Cost $770.55 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $334 Shares 5,450 Est. Cost $49.58 Unrealized -6.3%
CL Colgate Palmolive 0.1%
Value ($000) $322 Shares 4,268 Est. Cost $56.89 Unrealized +6.0%
HD Home Depot Inc 0.1%
Value ($000) $307 Shares 1,619 Est. Cost $103.40 Unrealized +37.0%
McDermott Intl Inc 0.1%
Value ($000) $306 Shares 46,510 Est. Cost $5.99 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $302 Shares 3,500 Est. Cost $45.95 Unrealized +53.9%
PSX Phillips 66 COM 0.1%
Value ($000) $288 Shares 2,843 Est. Cost $45.79 Unrealized +51.3%
TELFY Telefonica de Espana 0.0%
Value ($000) $273 Shares 28,192 Est. Cost $12.52 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $261 Shares 4,290 Est. Cost $37.68 Unrealized +21.6%
Verizon Communications 0.0%
Value ($000) $259 Shares 4,884 Est. Cost $55.38 Unrealized
CLX Clorox Co Del 0.0%
Value ($000) $254 Shares 1,710 Est. Cost $98.68 Unrealized +9.0%
LOW Lowes Cos Inc 0.0%
Value ($000) $223 Shares 2,395 Est. Cost $71.24 Unrealized 0.0%
MRK Merck & Co Inc New 0.0%
Value ($000) $215 Shares 3,813 Est. Cost $40.23 Unrealized +6.9%
DIS Walt Disney 0.0%
Value ($000) $202 Shares 1,882 Est. Cost $97.30 Unrealized 0.0%
Bellicum Pharmaceutica 0.0%
Value ($000) $201 Shares 23,900 Est. Cost $12.58 Unrealized
NOK Nokia 0.0%
Value ($000) $71 Shares 15,250 Est. Cost $6.75 Unrealized
Black Box Corp Del Com 0.0%
Value ($000) $53 Shares 15,000 Est. Cost $3.53 Unrealized