MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $584,173 (100.0% shares, 0.0% debt)

Holdings (64)

MSFT Microsoft 7.7%
Value ($000) $44,815 Shares 379,978 Est. Cost $28.25 Unrealized +262.0%
NDSN Nordson 5.9%
Value ($000) $34,242 Shares 258,392 Est. Cost $60.71 Unrealized +99.4%
ADP Auto Data Processing 5.7%
Value ($000) $33,481 Shares 209,600 Est. Cost $47.04 Unrealized +166.7%
ECL Ecolab 5.2%
Value ($000) $30,399 Shares 172,196 Est. Cost $75.00 Unrealized +101.2%
INTC Intel 4.9%
Value ($000) $28,889 Shares 537,962 Est. Cost $18.01 Unrealized +143.4%
ITW Illinois Tool Works 4.8%
Value ($000) $27,967 Shares 194,850 Est. Cost $51.24 Unrealized +128.4%
DCI Donaldson 4.5%
Value ($000) $26,026 Shares 519,906 Est. Cost $29.39 Unrealized +47.2%
JNJ Johnson & Johnson Com 4.2%
Value ($000) $24,788 Shares 177,322 Est. Cost $61.26 Unrealized +80.1%
3M Company 4.0%
Value ($000) $23,538 Shares 113,283 Est. Cost $113.97 Unrealized
PG Procter & Gamble 3.8%
Value ($000) $22,149 Shares 212,873 Est. Cost $55.77 Unrealized +47.2%
PEP PepsiCo 3.6%
Value ($000) $21,290 Shares 173,725 Est. Cost $57.76 Unrealized +60.1%
National Instr 3.5%
Value ($000) $20,575 Shares 463,810 Est. Cost $29.02 Unrealized
DOV Dover 3.5%
Value ($000) $20,429 Shares 217,796 Est. Cost $41.79 Unrealized +87.0%
FedEx 3.4%
Value ($000) $19,921 Shares 109,812 Est. Cost $104.75 Unrealized
HON Honeywell International 3.4%
Value ($000) $19,835 Shares 124,809 Est. Cost $76.22 Unrealized +59.0%
NVS Novartis AG 3.3%
Value ($000) $19,025 Shares 197,890 Est. Cost $72.43 Unrealized
KO Coca-Cola 3.2%
Value ($000) $18,641 Shares 397,811 Est. Cost $28.06 Unrealized +34.6%
EMR Emerson Electric 3.1%
Value ($000) $18,268 Shares 266,797 Est. Cost $40.65 Unrealized +37.8%
BDX Becton Dickinson 3.1%
Value ($000) $17,896 Shares 71,663 Est. Cost $160.71 Unrealized +32.4%
PCAR Paccar 2.9%
Value ($000) $17,166 Shares 251,918 Est. Cost $22.55 Unrealized +49.7%
UPS United Parcel Svc Cl B 2.9%
Value ($000) $16,971 Shares 151,876 Est. Cost $58.18 Unrealized +39.2%
MKC McCormick 2.9%
Value ($000) $16,875 Shares 112,030 Est. Cost $41.11 Unrealized +43.7%
AAPL Apple Computer 1.7%
Value ($000) $9,793 Shares 51,554 Est. Cost $18.23 Unrealized +121.8%
TSM Taiwan Semiconductor 1.5%
Value ($000) $8,534 Shares 208,347 Est. Cost $40.16 Unrealized
CVS CVS Health 1.4%
Value ($000) $7,890 Shares 146,299 Est. Cost $69.28 Unrealized -28.6%
SLB Schlumberger Ltd 1.3%
Value ($000) $7,428 Shares 170,492 Est. Cost $52.83 Unrealized -32.4%
Exxon Mobil Corp 0.6%
Value ($000) $3,693 Shares 45,708 Est. Cost $90.36 Unrealized
SJT San Juan Basin Royalty Trust 0.6%
Value ($000) $3,477 Shares 647,452 Est. Cost $16.05 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $2,707 Shares 21,975 Est. Cost $70.36 Unrealized +24.3%
Abbvie Inc. Com 0.3%
Value ($000) $1,587 Shares 19,695 Est. Cost $51.37 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,252 Shares 70,998 Est. Cost $17.22 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,208 Shares 15,115 Est. Cost $33.51 Unrealized +97.3%
AMZN Amazon.Com Inc 0.2%
Value ($000) $1,138 Shares 639 Est. Cost $35.34 Unrealized +135.5%
DMLP Dorchester Minerals LP 0.2%
Value ($000) $968 Shares 53,023 Est. Cost $22.60 Unrealized
Luminex Corp 0.1%
Value ($000) $805 Shares 34,999 Est. Cost $20.61 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $756 Shares 17,794 Est. Cost $21.95 Unrealized +33.2%
D Dominion Energy Inc 0.1%
Value ($000) $695 Shares 9,064 Est. Cost $47.87 Unrealized +12.6%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $652 Shares 14,000 Est. Cost $51.64 Unrealized
Medtronic PLC 0.1%
Value ($000) $599 Shares 6,581 Est. Cost $86.97 Unrealized
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $556 Shares 975 Est. Cost $106.89 Unrealized +66.3%
PSX Phillips 66 COM 0.1%
Value ($000) $548 Shares 5,755 Est. Cost $59.00 Unrealized +21.9%
IBM International Business Machine 0.1%
Value ($000) $494 Shares 3,502 Est. Cost $109.05 Unrealized -13.2%
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $479 Shares 407 Est. Cost $950.44 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $447 Shares 2,227 Est. Cost $120.10 Unrealized +68.1%
COP ConocoPhillips 0.1%
Value ($000) $440 Shares 6,600 Est. Cost $52.98 Unrealized 0.0%
Magellan Midstream Prt Unit Rp 0.1%
Value ($000) $424 Shares 7,000 Est. Cost $75.87 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $364 Shares 3,500 Est. Cost $45.95 Unrealized +89.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $347 Shares 3,172 Est. Cost $73.04 Unrealized +20.6%
HD Home Depot Inc 0.1%
Value ($000) $319 Shares 1,663 Est. Cost $103.40 Unrealized +49.6%
Dow Dupont Inc Com 0.1%
Value ($000) $318 Shares 5,969 Est. Cost $67.12 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $296 Shares 4,430 Est. Cost $39.84 Unrealized +35.8%
Verizon Communications 0.0%
Value ($000) $292 Shares 4,935 Est. Cost $55.67 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $286 Shares 6,003 Est. Cost $48.54 Unrealized -21.1%
Mastercard Inc Cl A 0.0%
Value ($000) $255 Shares 1,083 Est. Cost $175.24 Unrealized
JPM J.P. Morgan Chase & Co. 0.0%
Value ($000) $249 Shares 2,464 Est. Cost $85.34 Unrealized 0.0%
DIS Walt Disney 0.0%
Value ($000) $248 Shares 2,236 Est. Cost $98.50 Unrealized +9.5%
TELFY Telefonica de Espana 0.0%
Value ($000) $236 Shares 28,192 Est. Cost $12.52 Unrealized
A T & T Inc New 0.0%
Value ($000) $230 Shares 7,322 Est. Cost $42.95 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $214 Shares 600 Est. Cost $34.67 Unrealized 0.0%
FFIN First Financial Bankshares 0.0%
Value ($000) $212 Shares 3,668 Est. Cost $25.36 Unrealized +6.0%
McDermott Intl Inc 0.0%
Value ($000) $210 Shares 28,270 Est. Cost $6.24 Unrealized
BA Boeing Co. 0.0%
Value ($000) $207 Shares 543 Est. Cost $375.20 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $87 Shares 15,250 Est. Cost $6.75 Unrealized
Bellicum Pharmaceutica 0.0%
Value ($000) $47 Shares 13,900 Est. Cost $11.44 Unrealized