MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $544,109 (100.0% shares, 0.0% debt)

Holdings (67)

MSFT Microsoft 7.1%
Value ($000) $38,866 Shares 394,139 Est. Cost $28.25 Unrealized +217.7%
NDSN Nordson 6.2%
Value ($000) $33,860 Shares 263,684 Est. Cost $60.71 Unrealized +100.3%
ADP Auto Data Processing 5.3%
Value ($000) $28,768 Shares 214,462 Est. Cost $47.04 Unrealized +129.1%
ITW Illinois Tool Works 5.0%
Value ($000) $27,406 Shares 197,822 Est. Cost $51.24 Unrealized +139.4%
INTC Intel 5.0%
Value ($000) $27,250 Shares 548,189 Est. Cost $18.01 Unrealized +150.1%
FedEx 4.6%
Value ($000) $25,160 Shares 110,806 Est. Cost $104.75 Unrealized
ECL Ecolab 4.5%
Value ($000) $24,551 Shares 174,949 Est. Cost $75.00 Unrealized +77.2%
DCI Donaldson 4.4%
Value ($000) $23,987 Shares 531,629 Est. Cost $29.39 Unrealized +38.9%
3M Company 4.1%
Value ($000) $22,346 Shares 113,591 Est. Cost $113.97 Unrealized
JNJ Johnson & Johnson Com 4.0%
Value ($000) $21,878 Shares 180,305 Est. Cost $61.26 Unrealized +64.4%
National Instr 3.7%
Value ($000) $20,024 Shares 476,981 Est. Cost $29.02 Unrealized
PEP PepsiCo 3.5%
Value ($000) $19,146 Shares 175,857 Est. Cost $57.76 Unrealized +41.5%
EMR Emerson Electric 3.5%
Value ($000) $18,973 Shares 274,416 Est. Cost $40.65 Unrealized +44.3%
HON Honeywell International 3.4%
Value ($000) $18,482 Shares 128,306 Est. Cost $76.22 Unrealized +49.0%
KO Coca-Cola 3.2%
Value ($000) $17,651 Shares 402,443 Est. Cost $28.06 Unrealized +21.2%
BDX Becton Dickinson 3.2%
Value ($000) $17,506 Shares 73,074 Est. Cost $160.71 Unrealized +23.5%
PG Procter & Gamble 3.1%
Value ($000) $16,777 Shares 214,921 Est. Cost $55.77 Unrealized +10.8%
UPS United Parcel Svc Cl B 3.0%
Value ($000) $16,361 Shares 154,011 Est. Cost $58.18 Unrealized +44.0%
DOV Dover 3.0%
Value ($000) $16,183 Shares 221,082 Est. Cost $41.79 Unrealized +62.7%
PCAR Paccar 2.9%
Value ($000) $15,797 Shares 254,952 Est. Cost $22.55 Unrealized +41.6%
NVS Novartis AG 2.7%
Value ($000) $14,891 Shares 197,130 Est. Cost $72.43 Unrealized
SLB Schlumberger Ltd 2.4%
Value ($000) $13,114 Shares 195,640 Est. Cost $54.84 Unrealized +0.4%
MKC McCormick 2.4%
Value ($000) $12,975 Shares 111,770 Est. Cost $40.88 Unrealized +11.1%
AAPL Apple Computer 1.8%
Value ($000) $9,868 Shares 53,308 Est. Cost $18.23 Unrealized +134.5%
CVS CVS Health 1.6%
Value ($000) $8,931 Shares 138,783 Est. Cost $69.93 Unrealized -26.1%
Exxon Mobil Corp 0.7%
Value ($000) $4,041 Shares 48,848 Est. Cost $90.36 Unrealized
SJT San Juan Basin Royalty Trust 0.7%
Value ($000) $3,749 Shares 647,452 Est. Cost $16.05 Unrealized
Apergy Corp Com 0.7%
Value ($000) $3,572 Shares 85,554 Est. Cost $41.75 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,769 Shares 21,899 Est. Cost $70.36 Unrealized +26.7%
Abbvie Inc. Com 0.3%
Value ($000) $1,720 Shares 18,565 Est. Cost $49.33 Unrealized
DMLP Dorchester Minerals LP 0.3%
Value ($000) $1,504 Shares 73,023 Est. Cost $22.60 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,313 Shares 70,998 Est. Cost $17.22 Unrealized
Luminex Corp 0.2%
Value ($000) $1,145 Shares 38,778 Est. Cost $20.61 Unrealized
AMZN Amazon.Com Inc 0.2%
Value ($000) $1,078 Shares 634 Est. Cost $32.52 Unrealized +144.1%
ABT Abbott Labs 0.2%
Value ($000) $907 Shares 14,868 Est. Cost $31.68 Unrealized +67.7%
D Dominion Energy Inc 0.1%
Value ($000) $796 Shares 11,680 Est. Cost $47.87 Unrealized -3.2%
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $740 Shares 655 Est. Cost $950.44 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $659 Shares 14,000 Est. Cost $51.64 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $580 Shares 15,994 Est. Cost $21.05 Unrealized +15.4%
Medtronic PLC 0.1%
Value ($000) $554 Shares 6,473 Est. Cost $86.76 Unrealized
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $553 Shares 8,000 Est. Cost $75.87 Unrealized
IBM International Business Machine 0.1%
Value ($000) $487 Shares 3,489 Est. Cost $110.67 Unrealized -9.7%
McDermott Intl Inc 0.1%
Value ($000) $469 Shares 23,863 Est. Cost $6.02 Unrealized
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $467 Shares 975 Est. Cost $106.89 Unrealized +42.7%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $438 Shares 2,347 Est. Cost $120.10 Unrealized +62.3%
Dow Dupont Inc Com 0.1%
Value ($000) $437 Shares 6,625 Est. Cost $68.99 Unrealized
A T & T Inc New 0.1%
Value ($000) $355 Shares 11,068 Est. Cost $42.95 Unrealized
PSX Phillips 66 COM 0.1%
Value ($000) $342 Shares 3,042 Est. Cost $47.47 Unrealized +75.1%
EOG EOG Resources 0.1%
Value ($000) $333 Shares 2,673 Est. Cost $87.22 Unrealized 0.0%
HD Home Depot Inc 0.1%
Value ($000) $319 Shares 1,635 Est. Cost $103.40 Unrealized +49.9%
BMY Bristol Myers Squibb 0.1%
Value ($000) $302 Shares 5,450 Est. Cost $49.58 Unrealized -18.0%
LOW Lowes Cos Inc 0.1%
Value ($000) $302 Shares 3,164 Est. Cost $73.04 Unrealized +7.7%
SYY Sysco Corp 0.1%
Value ($000) $293 Shares 4,296 Est. Cost $37.68 Unrealized +38.7%
NFLX Netflix Inc 0.1%
Value ($000) $290 Shares 740 Est. Cost $27.22 Unrealized +25.2%
WM Waste Management Inc Del 0.1%
Value ($000) $285 Shares 3,500 Est. Cost $45.95 Unrealized +58.2%
CL Colgate Palmolive 0.1%
Value ($000) $277 Shares 4,268 Est. Cost $56.89 Unrealized -4.0%
Activision Blizzard In Com 0.0%
Value ($000) $267 Shares 3,500 Est. Cost $76.29 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $266 Shares 900 Est. Cost $262.53 Unrealized 0.0%
TELFY Telefonica de Espana 0.0%
Value ($000) $240 Shares 28,192 Est. Cost $12.52 Unrealized
MRK Merck & Co Inc New 0.0%
Value ($000) $232 Shares 3,815 Est. Cost $40.23 Unrealized +10.7%
CLX Clorox Co Del 0.0%
Value ($000) $231 Shares 1,710 Est. Cost $98.68 Unrealized +0.2%
Mastercard Inc Cl A 0.0%
Value ($000) $225 Shares 1,147 Est. Cost $175.24 Unrealized
Verizon Communications 0.0%
Value ($000) $213 Shares 4,227 Est. Cost $55.38 Unrealized
Visa Inc Cl A 0.0%
Value ($000) $209 Shares 1,578 Est. Cost $132.45 Unrealized
DIS Walt Disney 0.0%
Value ($000) $208 Shares 1,983 Est. Cost $97.17 Unrealized 0.0%
Bellicum Pharmaceutica 0.0%
Value ($000) $103 Shares 13,900 Est. Cost $12.58 Unrealized
NOK Nokia 0.0%
Value ($000) $88 Shares 15,250 Est. Cost $6.75 Unrealized