MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $592,654 (100.0% shares, 0.0% debt)

Holdings (63)

MSFT Microsoft 7.5%
Value ($000) $44,250 Shares 386,906 Est. Cost $28.25 Unrealized +256.8%
NDSN Nordson 6.2%
Value ($000) $36,508 Shares 262,834 Est. Cost $60.71 Unrealized +106.7%
ADP Auto Data Processing 5.4%
Value ($000) $32,015 Shares 212,496 Est. Cost $47.04 Unrealized +156.9%
DCI Donaldson 5.2%
Value ($000) $30,813 Shares 528,889 Est. Cost $29.39 Unrealized +51.8%
ITW Illinois Tool Works 4.7%
Value ($000) $27,779 Shares 196,849 Est. Cost $51.24 Unrealized +129.2%
ECL Ecolab 4.6%
Value ($000) $27,355 Shares 174,483 Est. Cost $75.00 Unrealized +82.7%
FedEx 4.5%
Value ($000) $26,500 Shares 110,056 Est. Cost $104.75 Unrealized
INTC Intel 4.3%
Value ($000) $25,734 Shares 544,173 Est. Cost $18.01 Unrealized +130.5%
JNJ Johnson & Johnson Com 4.2%
Value ($000) $24,803 Shares 179,511 Est. Cost $61.26 Unrealized +76.4%
3M Company 4.0%
Value ($000) $23,941 Shares 113,622 Est. Cost $113.97 Unrealized
National Instr 3.8%
Value ($000) $22,765 Shares 471,022 Est. Cost $29.02 Unrealized
HON Honeywell International 3.5%
Value ($000) $21,007 Shares 126,243 Est. Cost $76.22 Unrealized +59.6%
EMR Emerson Electric 3.5%
Value ($000) $20,805 Shares 271,680 Est. Cost $40.65 Unrealized +52.4%
DOV Dover 3.3%
Value ($000) $19,556 Shares 220,896 Est. Cost $41.79 Unrealized +76.6%
PEP PepsiCo 3.3%
Value ($000) $19,544 Shares 174,811 Est. Cost $57.76 Unrealized +56.4%
BDX Becton Dickinson 3.2%
Value ($000) $18,810 Shares 72,068 Est. Cost $160.71 Unrealized +37.1%
KO Coca-Cola 3.1%
Value ($000) $18,568 Shares 401,996 Est. Cost $28.06 Unrealized +29.4%
UPS United Parcel Svc Cl B 3.0%
Value ($000) $17,916 Shares 153,456 Est. Cost $58.18 Unrealized +52.0%
PG Procter & Gamble 3.0%
Value ($000) $17,907 Shares 215,150 Est. Cost $55.77 Unrealized +21.6%
PCAR Paccar 2.9%
Value ($000) $17,350 Shares 254,435 Est. Cost $22.55 Unrealized +45.2%
NVS Novartis AG 2.9%
Value ($000) $17,043 Shares 197,807 Est. Cost $72.43 Unrealized
MKC McCormick 2.5%
Value ($000) $14,993 Shares 113,799 Est. Cost $41.11 Unrealized +30.5%
AAPL Apple Computer 2.0%
Value ($000) $11,961 Shares 52,987 Est. Cost $18.23 Unrealized +170.2%
SLB Schlumberger Ltd 2.0%
Value ($000) $11,703 Shares 192,099 Est. Cost $54.84 Unrealized -5.1%
CVS CVS Health 1.9%
Value ($000) $11,307 Shares 143,634 Est. Cost $69.48 Unrealized -18.7%
Exxon Mobil Corp 0.7%
Value ($000) $4,008 Shares 47,139 Est. Cost $90.36 Unrealized
SJT San Juan Basin Royalty Trust 0.5%
Value ($000) $3,211 Shares 647,452 Est. Cost $16.05 Unrealized
TSM Taiwan Semiconductor 0.5%
Value ($000) $2,754 Shares 62,362 Est. Cost $44.16 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,678 Shares 21,902 Est. Cost $70.36 Unrealized +24.9%
Abbvie Inc. Com 0.3%
Value ($000) $1,791 Shares 18,933 Est. Cost $50.21 Unrealized
DMLP Dorchester Minerals LP 0.3%
Value ($000) $1,490 Shares 73,023 Est. Cost $22.60 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,293 Shares 70,998 Est. Cost $17.22 Unrealized
AMZN Amazon.Com Inc 0.2%
Value ($000) $1,224 Shares 611 Est. Cost $32.52 Unrealized +189.2%
Luminex Corp 0.2%
Value ($000) $1,075 Shares 35,453 Est. Cost $20.61 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,061 Shares 14,456 Est. Cost $31.68 Unrealized +82.5%
PFE Pfizer, Inc. 0.1%
Value ($000) $779 Shares 17,674 Est. Cost $21.68 Unrealized +27.6%
D Dominion Energy Inc 0.1%
Value ($000) $751 Shares 10,680 Est. Cost $47.87 Unrealized +6.5%
Medtronic PLC 0.1%
Value ($000) $649 Shares 6,593 Est. Cost $86.97 Unrealized
Apergy Corp Com 0.1%
Value ($000) $613 Shares 14,077 Est. Cost $41.75 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $591 Shares 14,000 Est. Cost $51.64 Unrealized
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $560 Shares 975 Est. Cost $106.89 Unrealized +66.1%
IBM International Business Machine 0.1%
Value ($000) $528 Shares 3,494 Est. Cost $110.67 Unrealized -8.5%
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $507 Shares 420 Est. Cost $950.44 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $482 Shares 2,252 Est. Cost $120.10 Unrealized +70.8%
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $474 Shares 7,000 Est. Cost $75.87 Unrealized
McDermott Intl Inc 0.1%
Value ($000) $440 Shares 23,863 Est. Cost $6.02 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $404 Shares 1,000 Est. Cost $378.49 Unrealized 0.0%
A T & T Inc New 0.1%
Value ($000) $364 Shares 10,842 Est. Cost $42.95 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $364 Shares 3,166 Est. Cost $73.04 Unrealized +24.6%
Dow Dupont Inc Com 0.1%
Value ($000) $354 Shares 5,503 Est. Cost $68.99 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $350 Shares 4,774 Est. Cost $39.84 Unrealized +48.7%
PSX Phillips 66 COM 0.1%
Value ($000) $343 Shares 3,042 Est. Cost $47.47 Unrealized +81.3%
HD Home Depot Inc 0.1%
Value ($000) $340 Shares 1,643 Est. Cost $103.40 Unrealized +62.4%
BMY Bristol Myers Squibb 0.1%
Value ($000) $338 Shares 5,450 Est. Cost $49.58 Unrealized -9.3%
WM Waste Management Inc Del 0.1%
Value ($000) $316 Shares 3,500 Est. Cost $45.95 Unrealized +70.3%
Mastercard Inc Cl A 0.0%
Value ($000) $255 Shares 1,147 Est. Cost $175.24 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $251 Shares 670 Est. Cost $27.22 Unrealized +33.3%
DIS Walt Disney 0.0%
Value ($000) $232 Shares 1,983 Est. Cost $97.17 Unrealized +9.7%
Verizon Communications 0.0%
Value ($000) $223 Shares 4,168 Est. Cost $55.38 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $222 Shares 28,192 Est. Cost $12.52 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $217 Shares 3,668 Est. Cost $25.36 Unrealized 0.0%
Bellicum Pharmaceutica 0.0%
Value ($000) $104 Shares 16,900 Est. Cost $11.44 Unrealized
NOK Nokia 0.0%
Value ($000) $85 Shares 15,250 Est. Cost $6.75 Unrealized