MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $656,494 (100.0% shares, 0.0% debt)

Holdings (79)

MSFT Microsoft 9.8%
Value ($000) $64,521 Shares 317,042 Est. Cost $28.25 Unrealized +512.5%
NDSN Nordson 6.3%
Value ($000) $41,563 Shares 219,089 Est. Cost $60.71 Unrealized +162.7%
AAPL Apple 4.8%
Value ($000) $31,691 Shares 86,872 Est. Cost $37.44 Unrealized +100.6%
ECL Ecolab 4.7%
Value ($000) $30,959 Shares 155,613 Est. Cost $75.00 Unrealized +142.9%
ITW Illinois Tool Works 4.6%
Value ($000) $30,433 Shares 174,052 Est. Cost $51.24 Unrealized +178.9%
INTC Intel 4.4%
Value ($000) $28,922 Shares 483,409 Est. Cost $18.01 Unrealized +195.4%
ADP Auto Data Processing 4.2%
Value ($000) $27,656 Shares 185,749 Est. Cost $47.04 Unrealized +170.0%
JNJ Johnson & Johnson 3.6%
Value ($000) $23,934 Shares 170,190 Est. Cost $61.26 Unrealized +102.8%
PG Procter & Gamble 3.6%
Value ($000) $23,613 Shares 197,483 Est. Cost $55.77 Unrealized +82.1%
DCI Donaldson 3.5%
Value ($000) $23,260 Shares 499,991 Est. Cost $29.39 Unrealized +37.3%
PEP PepsiCo 3.2%
Value ($000) $21,170 Shares 160,062 Est. Cost $57.76 Unrealized +91.8%
DOV Dover 3.0%
Value ($000) $19,820 Shares 205,266 Est. Cost $41.79 Unrealized +104.8%
MKC McCormick 2.7%
Value ($000) $17,835 Shares 99,407 Est. Cost $41.74 Unrealized +76.1%
PCAR Paccar 2.7%
Value ($000) $17,812 Shares 237,969 Est. Cost $22.55 Unrealized +69.2%
HON Honeywell International 2.6%
Value ($000) $17,293 Shares 119,597 Est. Cost $76.22 Unrealized +54.7%
KO Coca-Cola 2.6%
Value ($000) $17,173 Shares 384,347 Est. Cost $28.06 Unrealized +38.0%
NVS Novartis AG 2.6%
Value ($000) $17,132 Shares 196,154 Est. Cost $72.73 Unrealized
BDX Becton Dickinson 2.6%
Value ($000) $17,015 Shares 71,111 Est. Cost $164.01 Unrealized +34.3%
3M Company 2.6%
Value ($000) $16,974 Shares 108,817 Est. Cost $114.48 Unrealized
National Instr 2.6%
Value ($000) $16,753 Shares 432,772 Est. Cost $29.48 Unrealized
TSM Taiwan Semiconductor 2.5%
Value ($000) $16,247 Shares 286,197 Est. Cost $41.93 Unrealized
EMR Emerson Electric 2.4%
Value ($000) $15,993 Shares 257,821 Est. Cost $40.65 Unrealized +23.7%
FedEx 2.4%
Value ($000) $15,670 Shares 111,751 Est. Cost $105.46 Unrealized
ALC Alcon 1.7%
Value ($000) $11,273 Shares 196,674 Est. Cost $57.35 Unrealized -2.7%
AMZN Amazon.Com 1.7%
Value ($000) $11,181 Shares 4,053 Est. Cost $100.94 Unrealized +19.7%
CVS CVS Health 1.6%
Value ($000) $10,282 Shares 158,250 Est. Cost $66.84 Unrealized -21.3%
CTAS Cintas Corp Com 1.4%
Value ($000) $8,978 Shares 33,705 Est. Cost $54.66 Unrealized 0.0%
ISRG Intuitive Surgical 1.3%
Value ($000) $8,779 Shares 15,407 Est. Cost $174.06 Unrealized +3.0%
INTU Intuit 1.2%
Value ($000) $7,906 Shares 26,694 Est. Cost $264.89 Unrealized 0.0%
APD Air Prods & Chems 1.2%
Value ($000) $7,905 Shares 32,739 Est. Cost $198.67 Unrealized 0.0%
SYK Stryker 1.1%
Value ($000) $7,160 Shares 39,738 Est. Cost $173.69 Unrealized 0.0%
UPS United Parcel Svc Cl B 0.6%
Value ($000) $3,910 Shares 35,171 Est. Cost $58.18 Unrealized +37.1%
Exxon Mobil Corp 0.3%
Value ($000) $2,179 Shares 48,736 Est. Cost $83.17 Unrealized
SJT San Juan Basin Royalty Trust 0.2%
Value ($000) $1,476 Shares 647,452 Est. Cost $16.05 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,472 Shares 14,996 Est. Cost $53.23 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,344 Shares 14,696 Est. Cost $34.95 Unrealized +134.4%
Mastercard Inc Cl A 0.2%
Value ($000) $1,087 Shares 3,676 Est. Cost $245.91 Unrealized
Luminex Corp 0.2%
Value ($000) $1,050 Shares 32,273 Est. Cost $20.61 Unrealized
Black Stone Minerals L Com Uni 0.1%
Value ($000) $977 Shares 150,357 Est. Cost $15.30 Unrealized
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $892 Shares 629 Est. Cost $1069.20 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $741 Shares 7,000 Est. Cost $69.05 Unrealized +33.4%
NFLX Netflix Inc 0.1%
Value ($000) $728 Shares 1,600 Est. Cost $34.39 Unrealized +23.8%
Medtronic PLC 0.1%
Value ($000) $714 Shares 7,782 Est. Cost $89.87 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $704 Shares 7,888 Est. Cost $73.59 Unrealized -5.1%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $670 Shares 52,423 Est. Cost $22.60 Unrealized
Lam Research Corp. 0.1%
Value ($000) $630 Shares 1,948 Est. Cost $213.74 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $600 Shares 2,395 Est. Cost $128.82 Unrealized +55.0%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $598 Shares 3,430 Est. Cost $110.29 Unrealized +25.0%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $568 Shares 1,927 Est. Cost $215.66 Unrealized +21.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $544 Shares 4,029 Est. Cost $77.88 Unrealized +32.7%
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $536 Shares 1,924 Est. Cost $215.70 Unrealized
Facebook Inc Cl A 0.1%
Value ($000) $458 Shares 2,016 Est. Cost $186.89 Unrealized
IBM International Business Machine 0.1%
Value ($000) $452 Shares 3,739 Est. Cost $106.32 Unrealized -14.0%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $451 Shares 4,799 Est. Cost $90.87 Unrealized -10.0%
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $390 Shares 3,482 Est. Cost $112.00 Unrealized
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $388 Shares 14,000 Est. Cost $51.64 Unrealized
Verizon Communications 0.1%
Value ($000) $374 Shares 6,782 Est. Cost $60.48 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $372 Shares 7,077 Est. Cost $48.32 Unrealized +9.7%
MRK Merck & Co Inc New 0.1%
Value ($000) $361 Shares 4,663 Est. Cost $63.97 Unrealized -1.7%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $357 Shares 2,002 Est. Cost $120.10 Unrealized +52.1%
ADBE Adobe Sys Inc 0.1%
Value ($000) $352 Shares 809 Est. Cost $343.10 Unrealized +8.0%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $336 Shares 6,566 Est. Cost $46.69 Unrealized -4.6%
Blackrock Inc 0.0%
Value ($000) $321 Shares 590 Est. Cost $445.76 Unrealized
NKE Nike Inc CL B 0.0%
Value ($000) $309 Shares 3,156 Est. Cost $79.08 Unrealized +8.1%
COP ConocoPhillips 0.0%
Value ($000) $305 Shares 7,256 Est. Cost $52.64 Unrealized -37.5%
SYY Sysco Corp 0.0%
Value ($000) $277 Shares 5,061 Est. Cost $45.18 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $269 Shares 737 Est. Cost $319.78 Unrealized +1.2%
PSX Phillips 66 COM 0.0%
Value ($000) $265 Shares 3,688 Est. Cost $59.59 Unrealized -5.7%
CNC Centene Corp Del 0.0%
Value ($000) $247 Shares 3,885 Est. Cost $54.60 Unrealized +19.2%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $236 Shares 1,326 Est. Cost $177.98 Unrealized
NOW ServiceNow Inc Com 0.0%
Value ($000) $232 Shares 572 Est. Cost $70.61 Unrealized 0.0%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $230 Shares 5,941 Est. Cost $38.71 Unrealized
DIS Walt Disney 0.0%
Value ($000) $227 Shares 2,037 Est. Cost $117.54 Unrealized -8.2%
FFIN First Financial Bankshares 0.0%
Value ($000) $212 Shares 7,336 Est. Cost $25.23 Unrealized 0.0%
MCD McDonald's Corp. 0.0%
Value ($000) $211 Shares 1,142 Est. Cost $161.00 Unrealized 0.0%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $210 Shares 200 Est. Cost $18.51 Unrealized 0.0%
Visa Inc Cl A 0.0%
Value ($000) $208 Shares 1,079 Est. Cost $192.77 Unrealized
NOK Nokia 0.0%
Value ($000) $67 Shares 15,250 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $54 Shares 11,247 Est. Cost $12.52 Unrealized