MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 8, 2020

Total Value ($000): $543,772 (100.0% shares, 0.0% debt)

Holdings (72)

MSFT Microsoft 10.5%
Value ($000) $57,271 Shares 363,139 Est. Cost $28.25 Unrealized +453.3%
NDSN Nordson 6.3%
Value ($000) $34,037 Shares 251,996 Est. Cost $60.71 Unrealized +137.9%
INTC Intel 5.2%
Value ($000) $28,544 Shares 527,428 Est. Cost $18.01 Unrealized +190.6%
ADP Auto Data Processing 5.1%
Value ($000) $27,878 Shares 203,963 Est. Cost $47.04 Unrealized +201.8%
ITW Illinois Tool Works 5.0%
Value ($000) $27,057 Shares 190,383 Est. Cost $51.24 Unrealized +188.0%
ECL Ecolab 4.8%
Value ($000) $26,345 Shares 169,061 Est. Cost $75.00 Unrealized +135.1%
JNJ Johnson & Johnson 4.3%
Value ($000) $23,178 Shares 176,758 Est. Cost $61.26 Unrealized +96.1%
PG Procter & Gamble 4.2%
Value ($000) $22,955 Shares 208,685 Est. Cost $55.77 Unrealized +86.2%
PEP PepsiCo 3.7%
Value ($000) $20,233 Shares 168,466 Est. Cost $57.76 Unrealized +95.2%
DCI Donaldson 3.7%
Value ($000) $19,882 Shares 514,666 Est. Cost $29.39 Unrealized +51.5%
DOV Dover 3.3%
Value ($000) $17,708 Shares 210,955 Est. Cost $41.79 Unrealized +134.0%
KO Coca-Cola 3.2%
Value ($000) $17,519 Shares 395,904 Est. Cost $28.06 Unrealized +60.4%
BDX Becton Dickinson 3.1%
Value ($000) $16,976 Shares 73,882 Est. Cost $164.01 Unrealized +37.2%
HON Honeywell International 3.1%
Value ($000) $16,598 Shares 124,063 Est. Cost $76.22 Unrealized +79.2%
NVS Novartis AG 3.1%
Value ($000) $16,591 Shares 201,220 Est. Cost $72.73 Unrealized
AAPL Apple 3.0%
Value ($000) $16,238 Shares 63,855 Est. Cost $23.86 Unrealized +197.8%
National Instr 2.9%
Value ($000) $15,782 Shares 477,075 Est. Cost $29.48 Unrealized
MKC McCormick 2.9%
Value ($000) $15,692 Shares 111,122 Est. Cost $41.74 Unrealized +65.2%
3M Company 2.8%
Value ($000) $15,382 Shares 112,682 Est. Cost $114.48 Unrealized
PCAR Paccar 2.8%
Value ($000) $15,198 Shares 248,620 Est. Cost $22.55 Unrealized +69.4%
TSM Taiwan Semiconductor 2.6%
Value ($000) $14,225 Shares 297,650 Est. Cost $41.93 Unrealized
FedEx 2.5%
Value ($000) $13,679 Shares 112,809 Est. Cost $105.46 Unrealized
EMR Emerson Electric 2.3%
Value ($000) $12,489 Shares 262,104 Est. Cost $40.65 Unrealized +42.1%
CVS CVS Health 1.9%
Value ($000) $10,150 Shares 171,077 Est. Cost $66.84 Unrealized -17.3%
ALC Alcon 1.8%
Value ($000) $9,986 Shares 196,496 Est. Cost $57.35 Unrealized -1.2%
UPS United Parcel Svc Cl B 1.0%
Value ($000) $5,274 Shares 56,458 Est. Cost $58.18 Unrealized +40.8%
AMZN Amazon.Com 0.6%
Value ($000) $3,053 Shares 1,566 Est. Cost $69.44 Unrealized +39.4%
Exxon Mobil Corp 0.4%
Value ($000) $2,033 Shares 53,533 Est. Cost $83.17 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,871 Shares 25,816 Est. Cost $73.59 Unrealized +3.3%
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $1,360 Shares 647,452 Est. Cost $16.05 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,190 Shares 15,078 Est. Cost $34.95 Unrealized +115.5%
Abbvie Inc. Com 0.2%
Value ($000) $1,115 Shares 14,639 Est. Cost $52.14 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,093 Shares 4,526 Est. Cost $245.91 Unrealized
ISRG Intuitive Surgical 0.2%
Value ($000) $1,077 Shares 2,175 Est. Cost $142.45 Unrealized +28.6%
Luminex Corp 0.2%
Value ($000) $888 Shares 32,272 Est. Cost $20.61 Unrealized
Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $882 Shares 759 Est. Cost $1069.20 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $826 Shares 2,200 Est. Cost $34.39 Unrealized +2.9%
Black Stone Minerals L Com Uni 0.1%
Value ($000) $704 Shares 150,357 Est. Cost $15.30 Unrealized
Medtronic PLC 0.1%
Value ($000) $696 Shares 7,716 Est. Cost $89.87 Unrealized
DMLP Dorchester Minerals LP 0.1%
Value ($000) $488 Shares 52,423 Est. Cost $22.60 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $481 Shares 1,927 Est. Cost $215.66 Unrealized +15.8%
HD Home Depot Inc 0.1%
Value ($000) $470 Shares 2,518 Est. Cost $128.82 Unrealized +47.6%
DIS Walt Disney 0.1%
Value ($000) $440 Shares 4,559 Est. Cost $117.54 Unrealized +5.1%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $432 Shares 4,799 Est. Cost $90.87 Unrealized +14.0%
Lam Research Corp. 0.1%
Value ($000) $411 Shares 1,711 Est. Cost $198.54 Unrealized
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $408 Shares 1,924 Est. Cost $215.70 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $387 Shares 14,000 Est. Cost $51.64 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $376 Shares 2,057 Est. Cost $120.10 Unrealized +77.0%
Verizon Communications 0.1%
Value ($000) $368 Shares 6,855 Est. Cost $60.48 Unrealized
MRK Merck & Co Inc New 0.1%
Value ($000) $359 Shares 4,663 Est. Cost $63.97 Unrealized +1.8%
IBM International Business Machine 0.1%
Value ($000) $353 Shares 3,182 Est. Cost $108.94 Unrealized -9.8%
LOW Lowes Cos Inc 0.1%
Value ($000) $347 Shares 4,027 Est. Cost $77.88 Unrealized +26.2%
Facebook Inc Cl A 0.1%
Value ($000) $336 Shares 2,016 Est. Cost $186.89 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $336 Shares 6,716 Est. Cost $46.69 Unrealized +0.0%
PSX Phillips 66 COM 0.1%
Value ($000) $332 Shares 6,188 Est. Cost $59.59 Unrealized +7.1%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $328 Shares 3,430 Est. Cost $110.29 Unrealized -0.1%
WM Waste Management Inc Del 0.1%
Value ($000) $324 Shares 3,500 Est. Cost $45.95 Unrealized +126.7%
AMD Advanced Micro Devices 0.1%
Value ($000) $312 Shares 6,855 Est. Cost $48.17 Unrealized 0.0%
CRM Salesforce Com Inc 0.1%
Value ($000) $288 Shares 2,000 Est. Cost $150.15 Unrealized +12.8%
NKE Nike Inc CL B 0.0%
Value ($000) $261 Shares 3,156 Est. Cost $79.08 Unrealized +8.6%
Blackrock Inc 0.0%
Value ($000) $260 Shares 590 Est. Cost $445.76 Unrealized
PFE Pfizer, Inc. 0.0%
Value ($000) $251 Shares 7,687 Est. Cost $27.01 Unrealized -4.4%
LMT Lockheed Martin Corp 0.0%
Value ($000) $250 Shares 737 Est. Cost $319.78 Unrealized +4.7%
ADBE Adobe Sys Inc 0.0%
Value ($000) $248 Shares 779 Est. Cost $342.05 Unrealized 0.0%
CNC Centene Corp Del 0.0%
Value ($000) $232 Shares 3,905 Est. Cost $54.60 Unrealized +11.1%
COP ConocoPhillips 0.0%
Value ($000) $223 Shares 7,256 Est. Cost $52.64 Unrealized -22.2%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $219 Shares 3,954 Est. Cost $64.74 Unrealized
VNQ Vanguard Index Fds Reit Viper 0.0%
Value ($000) $212 Shares 3,032 Est. Cost $93.34 Unrealized
CSCO Cisco Systems 0.0%
Value ($000) $208 Shares 5,285 Est. Cost $42.79 Unrealized -14.3%
TELFY Telefonica de Espana 0.0%
Value ($000) $129 Shares 28,192 Est. Cost $12.52 Unrealized
NOK Nokia 0.0%
Value ($000) $47 Shares 15,250 Est. Cost $6.75 Unrealized
Mcdermott Intl Inc Com 0.0%
Value ($000) $1 Shares 24,885 Est. Cost $0.67 Unrealized