MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 3, 2020

Total Value ($000): $669,475 (100.0% shares, 0.0% debt)

Holdings (83)

MSFT Microsoft 8.6%
Value ($000) $57,638 Shares 365,489 Est. Cost $28.25 Unrealized +392.8%
NDSN Nordson 6.1%
Value ($000) $41,154 Shares 252,725 Est. Cost $60.71 Unrealized +143.4%
ADP Auto Data Processing 5.2%
Value ($000) $34,827 Shares 204,266 Est. Cost $47.04 Unrealized +208.5%
ITW Illinois Tool Works 5.1%
Value ($000) $34,266 Shares 190,756 Est. Cost $51.24 Unrealized +185.5%
ECL Ecolab 4.8%
Value ($000) $32,390 Shares 167,832 Est. Cost $75.00 Unrealized +136.9%
INTC Intel 4.7%
Value ($000) $31,616 Shares 528,256 Est. Cost $18.01 Unrealized +173.5%
DCI Donaldson 4.4%
Value ($000) $29,533 Shares 512,547 Est. Cost $29.39 Unrealized +67.8%
PG Procter & Gamble 3.9%
Value ($000) $26,163 Shares 209,471 Est. Cost $55.77 Unrealized +88.7%
JNJ Johnson & Johnson Com 3.8%
Value ($000) $25,662 Shares 175,925 Est. Cost $61.26 Unrealized +86.3%
DOV Dover 3.7%
Value ($000) $24,504 Shares 212,596 Est. Cost $41.79 Unrealized +135.4%
PEP PepsiCo 3.4%
Value ($000) $23,083 Shares 168,898 Est. Cost $57.76 Unrealized +95.3%
HON Honeywell International 3.3%
Value ($000) $21,783 Shares 123,070 Est. Cost $76.22 Unrealized +88.8%
KO Coca-Cola 3.2%
Value ($000) $21,756 Shares 393,055 Est. Cost $28.06 Unrealized +58.6%
National Instr 3.0%
Value ($000) $20,269 Shares 478,715 Est. Cost $29.48 Unrealized
EMR Emerson Electric 3.0%
Value ($000) $20,006 Shares 262,341 Est. Cost $40.65 Unrealized +54.6%
PCAR Paccar 2.9%
Value ($000) $19,497 Shares 246,485 Est. Cost $22.55 Unrealized +80.0%
3M Company 2.9%
Value ($000) $19,434 Shares 110,159 Est. Cost $113.97 Unrealized
BDX Becton Dickinson 2.9%
Value ($000) $19,262 Shares 70,826 Est. Cost $161.38 Unrealized +40.3%
AAPL Apple Computer 2.8%
Value ($000) $18,787 Shares 63,976 Est. Cost $23.86 Unrealized +159.9%
NVS Novartis AG 2.8%
Value ($000) $18,476 Shares 195,119 Est. Cost $72.43 Unrealized
MKC McCormick 2.8%
Value ($000) $18,436 Shares 108,622 Est. Cost $41.11 Unrealized +78.3%
UPS United Parcel Svc Cl B 2.6%
Value ($000) $17,224 Shares 147,136 Est. Cost $58.18 Unrealized +59.6%
FedEx 2.4%
Value ($000) $16,328 Shares 107,984 Est. Cost $104.75 Unrealized
TSM Taiwan Semiconductor 2.1%
Value ($000) $14,355 Shares 247,081 Est. Cost $40.73 Unrealized
CVS CVS Health 1.7%
Value ($000) $11,714 Shares 157,676 Est. Cost $67.82 Unrealized -14.8%
SLB Schlumberger Ltd 1.1%
Value ($000) $7,094 Shares 176,466 Est. Cost $52.44 Unrealized -41.4%
ALC Alcon Inc 0.9%
Value ($000) $6,346 Shares 112,186 Est. Cost $57.87 Unrealized -2.4%
Exxon Mobil Corp 0.6%
Value ($000) $4,173 Shares 59,795 Est. Cost $83.17 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $2,955 Shares 24,522 Est. Cost $73.46 Unrealized +22.1%
AMZN Amazon.Com Inc 0.4%
Value ($000) $2,899 Shares 1,569 Est. Cost $69.44 Unrealized +27.5%
Black Stone Minerals L Com Uni 0.3%
Value ($000) $1,913 Shares 150,357 Est. Cost $15.30 Unrealized
SJT San Juan Basin Royalty Trust 0.2%
Value ($000) $1,645 Shares 647,452 Est. Cost $16.05 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,373 Shares 4,598 Est. Cost $245.91 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,359 Shares 15,344 Est. Cost $52.14 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,298 Shares 14,946 Est. Cost $34.95 Unrealized +115.4%
ISRG Intuitive Surgical Inc Com New 0.2%
Value ($000) $1,286 Shares 2,175 Est. Cost $142.45 Unrealized +31.4%
DMLP Dorchester Minerals LP 0.2%
Value ($000) $1,023 Shares 52,423 Est. Cost $22.60 Unrealized
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $961 Shares 718 Est. Cost $1063.90 Unrealized
Medtronic PLC 0.1%
Value ($000) $859 Shares 7,576 Est. Cost $89.86 Unrealized
Luminex Corp 0.1%
Value ($000) $747 Shares 32,271 Est. Cost $20.61 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $712 Shares 2,200 Est. Cost $34.39 Unrealized -13.8%
PSX Phillips 66 COM 0.1%
Value ($000) $677 Shares 6,081 Est. Cost $59.51 Unrealized +46.8%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $669 Shares 4,799 Est. Cost $90.87 Unrealized +19.6%
DIS Walt Disney 0.1%
Value ($000) $659 Shares 4,559 Est. Cost $117.54 Unrealized +15.5%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $566 Shares 1,927 Est. Cost $215.66 Unrealized +9.7%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $564 Shares 14,000 Est. Cost $51.64 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $504 Shares 2,306 Est. Cost $123.18 Unrealized +58.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $494 Shares 4,126 Est. Cost $77.88 Unrealized +31.4%
COP ConocoPhillips 0.1%
Value ($000) $472 Shares 7,256 Est. Cost $52.64 Unrealized -10.4%
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $471 Shares 1,924 Est. Cost $215.70 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $466 Shares 2,057 Est. Cost $120.10 Unrealized +80.8%
MRK Merck & Co Inc New 0.1%
Value ($000) $428 Shares 4,703 Est. Cost $63.97 Unrealized +5.6%
Verizon Communications 0.1%
Value ($000) $427 Shares 6,949 Est. Cost $60.48 Unrealized
Lam Research Corp. 0.1%
Value ($000) $427 Shares 1,459 Est. Cost $191.35 Unrealized
IBM International Business Machine 0.1%
Value ($000) $426 Shares 3,174 Est. Cost $108.94 Unrealized -8.3%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $408 Shares 7,406 Est. Cost $46.69 Unrealized -1.7%
WM Waste Management Inc Del 0.1%
Value ($000) $399 Shares 3,500 Est. Cost $45.95 Unrealized +122.2%
Facebook Inc Cl A 0.1%
Value ($000) $374 Shares 1,821 Est. Cost $189.06 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $371 Shares 3,430 Est. Cost $110.29 Unrealized -5.7%
BA Boeing Co. 0.1%
Value ($000) $370 Shares 1,137 Est. Cost $364.35 Unrealized -3.7%
SYY Sysco Corp 0.1%
Value ($000) $369 Shares 4,314 Est. Cost $44.80 Unrealized +52.9%
A T & T Inc New 0.1%
Value ($000) $350 Shares 8,967 Est. Cost $41.99 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $326 Shares 2,043 Est. Cost $107.66 Unrealized +11.6%
CRM Salesforce Com Inc 0.0%
Value ($000) $325 Shares 2,000 Est. Cost $150.15 Unrealized +3.2%
NKE Nike Inc CL B 0.0%
Value ($000) $306 Shares 3,016 Est. Cost $78.77 Unrealized +10.2%
PFE Pfizer, Inc. 0.0%
Value ($000) $301 Shares 7,690 Est. Cost $27.01 Unrealized -1.1%
Blackrock Inc 0.0%
Value ($000) $297 Shares 590 Est. Cost $445.76 Unrealized
VNQ Vanguard Index Fds Reit Viper 0.0%
Value ($000) $281 Shares 3,032 Est. Cost $93.34 Unrealized
VAW Vanguard World Fds Materials E 0.0%
Value ($000) $267 Shares 1,990 Est. Cost $126.13 Unrealized
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $266 Shares 1,293 Est. Cost $194.16 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $257 Shares 7,336 Est. Cost $25.97 Unrealized +18.1%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $256 Shares 3,954 Est. Cost $64.74 Unrealized
CSCO Cisco Systems 0.0%
Value ($000) $253 Shares 5,285 Est. Cost $42.79 Unrealized -9.9%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $247 Shares 5,596 Est. Cost $41.10 Unrealized
MCD McDonald's Corp. 0.0%
Value ($000) $236 Shares 1,192 Est. Cost $184.76 Unrealized -6.9%
LMT Lockheed Martin Corp 0.0%
Value ($000) $235 Shares 604 Est. Cost $316.45 Unrealized +2.6%
CNC Centene Corp Del 0.0%
Value ($000) $232 Shares 3,693 Est. Cost $54.25 Unrealized 0.0%
AMGN Amgen 0.0%
Value ($000) $203 Shares 842 Est. Cost $182.69 Unrealized 0.0%
BP BP PLC ADR 0.0%
Value ($000) $200 Shares 5,300 Est. Cost $37.92 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $196 Shares 28,192 Est. Cost $12.52 Unrealized
NOK Nokia 0.0%
Value ($000) $57 Shares 15,250 Est. Cost $6.75 Unrealized
Mcdermott Intl Inc Com 0.0%
Value ($000) $19 Shares 28,270 Est. Cost $0.67 Unrealized
Bellicum Pharmaceutica 0.0%
Value ($000) $18 Shares 13,900 Est. Cost $9.52 Unrealized