MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 7, 2019

Total Value ($000): $622,624 (100.0% shares, 0.0% debt)

Holdings (82)

MSFT Microsoft 8.3%
Value ($000) $51,902 Shares 373,312 Est. Cost $28.25 Unrealized +359.8%
NDSN Nordson 6.0%
Value ($000) $37,373 Shares 255,522 Est. Cost $60.71 Unrealized +113.7%
ECL Ecolab 5.4%
Value ($000) $33,776 Shares 170,551 Est. Cost $75.00 Unrealized +149.5%
ADP Auto Data Processing 5.4%
Value ($000) $33,421 Shares 207,044 Est. Cost $47.04 Unrealized +206.1%
ITW Illinois Tool Works 4.9%
Value ($000) $30,280 Shares 193,493 Est. Cost $51.24 Unrealized +154.1%
INTC Intel 4.4%
Value ($000) $27,617 Shares 535,948 Est. Cost $18.01 Unrealized +138.9%
DCI Donaldson 4.3%
Value ($000) $26,942 Shares 517,324 Est. Cost $29.39 Unrealized +52.1%
PG Procter & Gamble 4.2%
Value ($000) $26,316 Shares 211,578 Est. Cost $55.77 Unrealized +81.1%
PEP PepsiCo 3.8%
Value ($000) $23,562 Shares 171,860 Est. Cost $57.76 Unrealized +89.3%
JNJ Johnson & Johnson Com 3.7%
Value ($000) $22,976 Shares 177,585 Est. Cost $61.26 Unrealized +79.6%
KO Coca-Cola 3.5%
Value ($000) $21,582 Shares 396,434 Est. Cost $28.06 Unrealized +56.7%
DOV Dover 3.4%
Value ($000) $21,475 Shares 215,702 Est. Cost $41.79 Unrealized +109.7%
HON Honeywell International 3.4%
Value ($000) $21,057 Shares 124,452 Est. Cost $76.22 Unrealized +82.8%
National Instr 3.3%
Value ($000) $20,296 Shares 483,363 Est. Cost $29.48 Unrealized
3M Company 3.0%
Value ($000) $18,440 Shares 112,167 Est. Cost $113.97 Unrealized
BDX Becton Dickinson 2.9%
Value ($000) $18,149 Shares 71,748 Est. Cost $161.38 Unrealized +38.5%
UPS United Parcel Svc Cl B 2.9%
Value ($000) $17,922 Shares 149,575 Est. Cost $58.18 Unrealized +52.9%
EMR Emerson Electric 2.9%
Value ($000) $17,760 Shares 265,624 Est. Cost $40.65 Unrealized +33.7%
PCAR Paccar 2.8%
Value ($000) $17,556 Shares 250,758 Est. Cost $22.55 Unrealized +58.3%
MKC McCormick 2.8%
Value ($000) $17,196 Shares 110,019 Est. Cost $41.11 Unrealized +72.5%
NVS Novartis AG 2.7%
Value ($000) $17,107 Shares 196,863 Est. Cost $72.43 Unrealized
FedEx 2.6%
Value ($000) $15,989 Shares 109,839 Est. Cost $104.75 Unrealized
AAPL Apple Computer 2.3%
Value ($000) $14,314 Shares 63,911 Est. Cost $23.86 Unrealized +110.5%
TSM Taiwan Semiconductor 1.8%
Value ($000) $11,041 Shares 237,538 Est. Cost $40.03 Unrealized
CVS CVS Health 1.6%
Value ($000) $9,769 Shares 154,887 Est. Cost $68.00 Unrealized -28.9%
SLB Schlumberger Ltd 1.0%
Value ($000) $5,975 Shares 174,864 Est. Cost $52.44 Unrealized -41.0%
ALC Alcon Inc 0.8%
Value ($000) $5,260 Shares 90,232 Est. Cost $58.21 Unrealized +1.6%
Exxon Mobil Corp 0.7%
Value ($000) $4,492 Shares 63,622 Est. Cost $83.17 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $3,053 Shares 25,743 Est. Cost $73.46 Unrealized +24.6%
Black Stone Minerals L Com Uni 0.5%
Value ($000) $2,853 Shares 200,357 Est. Cost $15.30 Unrealized
AMZN Amazon.Com Inc 0.4%
Value ($000) $2,715 Shares 1,564 Est. Cost $69.44 Unrealized +33.5%
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $1,955 Shares 647,452 Est. Cost $16.05 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,250 Shares 14,939 Est. Cost $34.95 Unrealized +117.7%
Mastercard Inc Cl A 0.2%
Value ($000) $1,249 Shares 4,598 Est. Cost $245.91 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,175 Shares 15,520 Est. Cost $52.14 Unrealized
ISRG Intuitive Surgical Inc Com New 0.2%
Value ($000) $1,174 Shares 2,175 Est. Cost $142.45 Unrealized +21.4%
DMLP Dorchester Minerals LP 0.2%
Value ($000) $978 Shares 52,423 Est. Cost $22.60 Unrealized
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $858 Shares 703 Est. Cost $1058.04 Unrealized
Medtronic PLC 0.1%
Value ($000) $823 Shares 7,576 Est. Cost $89.86 Unrealized
Luminex Corp 0.1%
Value ($000) $666 Shares 32,270 Est. Cost $20.61 Unrealized
DIS Walt Disney 0.1%
Value ($000) $623 Shares 4,784 Est. Cost $117.54 Unrealized +14.2%
PSX Phillips 66 COM 0.1%
Value ($000) $623 Shares 6,081 Est. Cost $59.51 Unrealized +29.8%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $607 Shares 14,000 Est. Cost $51.64 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $589 Shares 2,200 Est. Cost $34.39 Unrealized -9.0%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $565 Shares 4,799 Est. Cost $90.87 Unrealized +4.6%
HD Home Depot Inc 0.1%
Value ($000) $513 Shares 2,212 Est. Cost $120.13 Unrealized +55.7%
BA Boeing Co. 0.1%
Value ($000) $471 Shares 1,238 Est. Cost $364.35 Unrealized -3.3%
IBM International Business Machine 0.1%
Value ($000) $468 Shares 3,218 Est. Cost $108.94 Unrealized -5.9%
LOW Lowes Cos Inc 0.1%
Value ($000) $453 Shares 4,124 Est. Cost $77.88 Unrealized +20.7%
MRK Merck & Co Inc New 0.1%
Value ($000) $450 Shares 5,343 Est. Cost $63.97 Unrealized +2.4%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $428 Shares 2,057 Est. Cost $120.10 Unrealized +71.6%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $420 Shares 7,596 Est. Cost $46.69 Unrealized 0.0%
UNH United Healthcare Corp 0.1%
Value ($000) $419 Shares 1,927 Est. Cost $215.66 Unrealized +0.7%
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $415 Shares 1,924 Est. Cost $215.70 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $413 Shares 7,256 Est. Cost $52.64 Unrealized -13.9%
WM Waste Management Inc Del 0.1%
Value ($000) $402 Shares 3,500 Est. Cost $45.95 Unrealized +128.7%
Verizon Communications 0.1%
Value ($000) $365 Shares 6,050 Est. Cost $60.33 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $352 Shares 4,436 Est. Cost $44.80 Unrealized +37.9%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $340 Shares 3,280 Est. Cost $110.58 Unrealized -0.6%
Lam Research Corp. 0.1%
Value ($000) $337 Shares 1,459 Est. Cost $191.35 Unrealized
A T & T Inc New 0.1%
Value ($000) $334 Shares 8,838 Est. Cost $42.03 Unrealized
Facebook Inc Cl A 0.1%
Value ($000) $321 Shares 1,800 Est. Cost $188.86 Unrealized
CRM Salesforce Com Inc 0.0%
Value ($000) $297 Shares 2,000 Est. Cost $150.15 Unrealized 0.0%
PNC PNC Financial Services Group 0.0%
Value ($000) $286 Shares 2,043 Est. Cost $107.66 Unrealized 0.0%
NKE Nike Inc CL B 0.0%
Value ($000) $283 Shares 3,016 Est. Cost $78.77 Unrealized 0.0%
VNQ Vanguard Index Fds Reit Viper 0.0%
Value ($000) $283 Shares 3,032 Est. Cost $93.34 Unrealized
PFE Pfizer, Inc. 0.0%
Value ($000) $271 Shares 7,550 Est. Cost $27.02 Unrealized 0.0%
Blackrock Inc 0.0%
Value ($000) $263 Shares 590 Est. Cost $445.76 Unrealized
CSCO Cisco Systems 0.0%
Value ($000) $261 Shares 5,285 Est. Cost $42.79 Unrealized 0.0%
MCD McDonald's Corp. 0.0%
Value ($000) $256 Shares 1,192 Est. Cost $184.76 Unrealized 0.0%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $256 Shares 3,954 Est. Cost $64.74 Unrealized
VAW Vanguard World Fds Materials E 0.0%
Value ($000) $251 Shares 1,990 Est. Cost $126.13 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $245 Shares 7,336 Est. Cost $25.97 Unrealized +7.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $236 Shares 604 Est. Cost $316.45 Unrealized 0.0%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $235 Shares 1,215 Est. Cost $193.42 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $230 Shares 5,596 Est. Cost $41.10 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $214 Shares 28,192 Est. Cost $12.52 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $208 Shares 2,326 Est. Cost $89.42 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $201 Shares 5,300 Est. Cost $37.92 Unrealized
NOK Nokia 0.0%
Value ($000) $77 Shares 15,250 Est. Cost $6.75 Unrealized
McDermott Intl Inc 0.0%
Value ($000) $57 Shares 28,270 Est. Cost $6.24 Unrealized
Bellicum Pharmaceutica 0.0%
Value ($000) $12 Shares 11,270 Est. Cost $11.44 Unrealized