MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 11, 2018

Total Value ($000): $547,106 (100.0% shares, 0.0% debt)

Holdings (62)

NDSN Nordson 6.6%
Value ($000) $35,972 Shares 263,840 Est. Cost $60.71 Unrealized +114.0%
MSFT Microsoft 6.5%
Value ($000) $35,717 Shares 391,332 Est. Cost $28.25 Unrealized +198.4%
ITW Illinois Tool Works 5.7%
Value ($000) $30,925 Shares 197,400 Est. Cost $51.24 Unrealized +167.1%
INTC Intel 5.2%
Value ($000) $28,575 Shares 548,667 Est. Cost $18.01 Unrealized +122.5%
FedEx 4.9%
Value ($000) $26,615 Shares 110,845 Est. Cost $104.75 Unrealized
3M Company 4.5%
Value ($000) $24,846 Shares 113,183 Est. Cost $113.97 Unrealized
ADP Auto Data Processing 4.4%
Value ($000) $24,331 Shares 214,406 Est. Cost $47.04 Unrealized +109.6%
National Instr 4.4%
Value ($000) $24,074 Shares 476,044 Est. Cost $29.02 Unrealized
ECL Ecolab 4.4%
Value ($000) $23,976 Shares 174,919 Est. Cost $75.00 Unrealized +64.7%
DCI Donaldson 4.4%
Value ($000) $23,939 Shares 531,377 Est. Cost $29.39 Unrealized +43.6%
JNJ Johnson & Johnson Com 4.2%
Value ($000) $22,946 Shares 179,059 Est. Cost $61.26 Unrealized +76.9%
DOV Dover 3.9%
Value ($000) $21,371 Shares 217,581 Est. Cost $41.36 Unrealized +75.2%
PEP PepsiCo 3.5%
Value ($000) $19,102 Shares 175,010 Est. Cost $57.76 Unrealized +54.5%
EMR Emerson Electric 3.4%
Value ($000) $18,686 Shares 273,582 Est. Cost $40.65 Unrealized +45.1%
HON Honeywell International 3.3%
Value ($000) $18,223 Shares 126,099 Est. Cost $75.56 Unrealized +55.5%
KO Coca-Cola 3.2%
Value ($000) $17,359 Shares 399,700 Est. Cost $28.06 Unrealized +25.0%
PG Procter & Gamble 3.1%
Value ($000) $16,903 Shares 213,201 Est. Cost $55.77 Unrealized +21.7%
PCAR Paccar 3.1%
Value ($000) $16,767 Shares 253,397 Est. Cost $22.55 Unrealized +54.3%
UPS United Parcel Svc Cl B 2.9%
Value ($000) $16,065 Shares 153,499 Est. Cost $58.18 Unrealized +46.9%
NVS Novartis AG 2.9%
Value ($000) $15,775 Shares 195,112 Est. Cost $72.40 Unrealized
BDX Becton Dickinson 2.8%
Value ($000) $15,542 Shares 71,722 Est. Cost $159.99 Unrealized +21.6%
SLB Schlumberger Ltd 2.3%
Value ($000) $12,595 Shares 194,429 Est. Cost $54.84 Unrealized +1.6%
MKC McCormick 2.1%
Value ($000) $11,740 Shares 110,347 Est. Cost $40.83 Unrealized +10.9%
AAPL Apple Computer 1.6%
Value ($000) $8,865 Shares 52,838 Est. Cost $18.23 Unrealized +121.7%
CVS CVS Health 1.6%
Value ($000) $8,691 Shares 139,697 Est. Cost $69.93 Unrealized -20.1%
SJT San Juan Basin Royalty Trust 0.9%
Value ($000) $5,115 Shares 647,452 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.7%
Value ($000) $3,725 Shares 49,927 Est. Cost $90.36 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,497 Shares 21,894 Est. Cost $70.36 Unrealized +20.9%
Abbvie Inc. Com 0.3%
Value ($000) $1,756 Shares 18,548 Est. Cost $49.33 Unrealized
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,176 Shares 73,023 Est. Cost $22.60 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,175 Shares 70,998 Est. Cost $17.22 Unrealized
AMZN Amazon.Com Inc 0.2%
Value ($000) $958 Shares 662 Est. Cost $32.52 Unrealized +119.9%
ABT Abbott Labs 0.2%
Value ($000) $856 Shares 14,290 Est. Cost $30.82 Unrealized +70.6%
Luminex Corp 0.1%
Value ($000) $817 Shares 38,777 Est. Cost $20.61 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $788 Shares 11,680 Est. Cost $47.87 Unrealized +8.5%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $615 Shares 14,000 Est. Cost $51.64 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $568 Shares 15,994 Est. Cost $21.05 Unrealized +15.1%
IBM International Business Machine 0.1%
Value ($000) $534 Shares 3,481 Est. Cost $110.67 Unrealized -3.0%
Medtronic PLC 0.1%
Value ($000) $502 Shares 6,257 Est. Cost $86.80 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $473 Shares 2,372 Est. Cost $120.10 Unrealized +71.0%
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $467 Shares 8,000 Est. Cost $75.87 Unrealized
McDermott Intl Inc 0.1%
Value ($000) $429 Shares 70,436 Est. Cost $6.02 Unrealized
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $403 Shares 975 Est. Cost $106.89 Unrealized +30.6%
A T & T Inc New 0.1%
Value ($000) $395 Shares 11,068 Est. Cost $42.95 Unrealized
Dow Dupont Inc Com 0.1%
Value ($000) $394 Shares 6,188 Est. Cost $69.20 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $345 Shares 5,450 Est. Cost $49.58 Unrealized -3.0%
Alphabet Inc Cap Stk Cl A 0.1%
Value ($000) $339 Shares 327 Est. Cost $770.55 Unrealized
CL Colgate Palmolive 0.1%
Value ($000) $306 Shares 4,268 Est. Cost $56.89 Unrealized +5.0%
WM Waste Management Inc Del 0.1%
Value ($000) $294 Shares 3,500 Est. Cost $45.95 Unrealized +63.0%
PSX Phillips 66 COM 0.1%
Value ($000) $292 Shares 3,042 Est. Cost $47.47 Unrealized +50.5%
HD Home Depot Inc 0.1%
Value ($000) $290 Shares 1,628 Est. Cost $103.40 Unrealized +49.6%
TELFY Telefonica de Espana 0.1%
Value ($000) $278 Shares 28,192 Est. Cost $12.52 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $257 Shares 4,293 Est. Cost $37.68 Unrealized +30.7%
CLX Clorox Co Del 0.0%
Value ($000) $228 Shares 1,710 Est. Cost $98.68 Unrealized +8.2%
NFLX Netflix Inc 0.0%
Value ($000) $219 Shares 740 Est. Cost $27.22 Unrealized 0.0%
LOW Lowes Cos Inc 0.0%
Value ($000) $210 Shares 2,396 Est. Cost $71.24 Unrealized +15.0%
MRK Merck & Co Inc New 0.0%
Value ($000) $208 Shares 3,813 Est. Cost $40.23 Unrealized +5.0%
Verizon Communications 0.0%
Value ($000) $202 Shares 4,227 Est. Cost $55.38 Unrealized
Mastercard Inc Cl A 0.0%
Value ($000) $201 Shares 1,147 Est. Cost $175.24 Unrealized
Bellicum Pharmaceutica 0.0%
Value ($000) $91 Shares 13,900 Est. Cost $12.58 Unrealized
NOK Nokia 0.0%
Value ($000) $83 Shares 15,250 Est. Cost $6.75 Unrealized
Black Box Corp Del Com 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $3.53 Unrealized