MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 9, 2020

Total Value ($000): $706,624 (100.0% shares, 0.0% debt)

Holdings (82)

MSFT Microsoft 9.2%
Value ($000) $64,942 Shares 308,764 Est. Cost $28.25 Unrealized +610.5%
NDSN Nordson 5.8%
Value ($000) $41,095 Shares 214,238 Est. Cost $60.71 Unrealized +199.0%
AAPL Apple 5.7%
Value ($000) $40,270 Shares 347,721 Est. Cost $88.84 Unrealized +19.3%
ITW Illinois Tool Works 4.7%
Value ($000) $33,263 Shares 172,158 Est. Cost $51.24 Unrealized +226.5%
ECL Ecolab 4.4%
Value ($000) $30,796 Shares 154,103 Est. Cost $75.00 Unrealized +151.2%
FedEx 4.0%
Value ($000) $28,000 Shares 111,323 Est. Cost $105.46 Unrealized
PG Procter & Gamble 3.9%
Value ($000) $27,332 Shares 196,646 Est. Cost $55.77 Unrealized +108.6%
ADP Auto Data Processing 3.7%
Value ($000) $25,897 Shares 185,655 Est. Cost $47.04 Unrealized +165.8%
JNJ Johnson & Johnson 3.6%
Value ($000) $25,223 Shares 169,416 Est. Cost $61.26 Unrealized +107.3%
INTC Intel 3.5%
Value ($000) $25,080 Shares 484,358 Est. Cost $18.01 Unrealized +158.3%
TSM Taiwan Semiconductor 3.3%
Value ($000) $23,128 Shares 285,282 Est. Cost $41.93 Unrealized
DCI Donaldson 3.2%
Value ($000) $22,533 Shares 485,425 Est. Cost $29.39 Unrealized +51.9%
PEP PepsiCo 3.1%
Value ($000) $22,242 Shares 160,474 Est. Cost $57.76 Unrealized +99.4%
DOV Dover 3.1%
Value ($000) $22,099 Shares 203,976 Est. Cost $41.79 Unrealized +138.6%
PCAR Paccar 2.8%
Value ($000) $20,073 Shares 235,373 Est. Cost $22.55 Unrealized +103.8%
HON Honeywell International 2.8%
Value ($000) $19,594 Shares 119,031 Est. Cost $76.22 Unrealized +74.8%
MKC McCormick 2.7%
Value ($000) $19,399 Shares 99,945 Est. Cost $41.74 Unrealized +110.0%
KO Coca-Cola 2.7%
Value ($000) $19,057 Shares 386,007 Est. Cost $28.06 Unrealized +45.4%
3M Company 2.5%
Value ($000) $17,415 Shares 108,722 Est. Cost $114.48 Unrealized
NVS Novartis AG 2.4%
Value ($000) $17,139 Shares 197,088 Est. Cost $72.73 Unrealized
EMR Emerson Electric 2.4%
Value ($000) $16,839 Shares 256,805 Est. Cost $40.65 Unrealized +44.6%
BDX Becton Dickinson 2.4%
Value ($000) $16,765 Shares 72,050 Est. Cost $164.81 Unrealized +36.7%
National Instr 2.2%
Value ($000) $15,662 Shares 438,701 Est. Cost $29.56 Unrealized
AMZN Amazon.Com 2.0%
Value ($000) $13,961 Shares 4,434 Est. Cost $105.82 Unrealized +49.0%
CTAS Cintas Corp Com 1.7%
Value ($000) $12,328 Shares 37,041 Est. Cost $56.31 Unrealized +29.5%
ISRG Intuitive Surgical 1.7%
Value ($000) $12,024 Shares 16,946 Est. Cost $178.65 Unrealized +25.7%
ALC Alcon 1.6%
Value ($000) $11,403 Shares 200,236 Est. Cost $57.36 Unrealized +1.1%
APD Air Prods & Chems 1.5%
Value ($000) $10,825 Shares 36,343 Est. Cost $203.93 Unrealized +23.4%
INTU Intuit 1.4%
Value ($000) $9,976 Shares 30,580 Est. Cost $269.69 Unrealized +12.2%
SYK Stryker 1.4%
Value ($000) $9,779 Shares 46,933 Est. Cost $175.21 Unrealized +4.8%
UPS United Parcel Svc Cl B 0.8%
Value ($000) $5,499 Shares 33,003 Est. Cost $58.18 Unrealized +101.7%
Exxon Mobil Corp 0.2%
Value ($000) $1,626 Shares 47,369 Est. Cost $83.17 Unrealized
SJT San Juan Basin Royalty Trust 0.2%
Value ($000) $1,625 Shares 647,452 Est. Cost $16.05 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,596 Shares 14,663 Est. Cost $34.95 Unrealized +164.2%
Mastercard Inc Cl A 0.2%
Value ($000) $1,343 Shares 3,972 Est. Cost $252.78 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,316 Shares 15,021 Est. Cost $53.23 Unrealized
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $932 Shares 636 Est. Cost $1073.56 Unrealized
Black Stone Minerals L Com Uni 0.1%
Value ($000) $923 Shares 150,357 Est. Cost $15.30 Unrealized
Luminex Corp 0.1%
Value ($000) $847 Shares 32,273 Est. Cost $20.61 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $816 Shares 1,632 Est. Cost $34.69 Unrealized +43.5%
Medtronic PLC 0.1%
Value ($000) $806 Shares 7,757 Est. Cost $89.87 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $696 Shares 3,530 Est. Cost $112.49 Unrealized +67.0%
LOW Lowes Cos Inc 0.1%
Value ($000) $668 Shares 4,030 Est. Cost $77.88 Unrealized +79.6%
AMD Advanced Micro Devices 0.1%
Value ($000) $652 Shares 7,957 Est. Cost $51.19 Unrealized +45.0%
Lam Research Corp. 0.1%
Value ($000) $647 Shares 1,950 Est. Cost $213.74 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $604 Shares 2,176 Est. Cost $128.82 Unrealized +84.5%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $601 Shares 1,927 Est. Cost $215.66 Unrealized +30.4%
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $599 Shares 1,924 Est. Cost $215.70 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $569 Shares 7,899 Est. Cost $73.59 Unrealized -9.6%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $542 Shares 52,423 Est. Cost $22.60 Unrealized
Facebook Inc Cl A 0.1%
Value ($000) $528 Shares 2,016 Est. Cost $186.89 Unrealized
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $462 Shares 4,799 Est. Cost $90.87 Unrealized -6.0%
IBM International Business Machine 0.1%
Value ($000) $456 Shares 3,747 Est. Cost $106.32 Unrealized -11.7%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $426 Shares 2,002 Est. Cost $120.10 Unrealized +70.3%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $407 Shares 14,000 Est. Cost $51.64 Unrealized
NKE Nike Inc CL B 0.1%
Value ($000) $406 Shares 3,236 Est. Cost $79.59 Unrealized +25.2%
WM Waste Management Inc Del 0.1%
Value ($000) $396 Shares 3,500 Est. Cost $69.05 Unrealized +46.8%
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $388 Shares 3,482 Est. Cost $112.00 Unrealized
MRK Merck & Co Inc New 0.1%
Value ($000) $387 Shares 4,663 Est. Cost $63.97 Unrealized +3.1%
ADBE Adobe Sys Inc 0.1%
Value ($000) $381 Shares 776 Est. Cost $343.10 Unrealized +35.6%
Verizon Communications 0.1%
Value ($000) $380 Shares 6,388 Est. Cost $60.48 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $377 Shares 6,566 Est. Cost $46.69 Unrealized +4.0%
Blackrock Inc 0.0%
Value ($000) $332 Shares 590 Est. Cost $445.76 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $315 Shares 5,064 Est. Cost $45.18 Unrealized +11.6%
LMT Lockheed Martin Corp 0.0%
Value ($000) $282 Shares 737 Est. Cost $319.78 Unrealized +2.9%
NOW ServiceNow Inc Com 0.0%
Value ($000) $277 Shares 572 Est. Cost $70.61 Unrealized +26.5%
DIS Walt Disney 0.0%
Value ($000) $253 Shares 2,037 Est. Cost $117.54 Unrealized +3.9%
CRM Salesforce Com Inc 0.0%
Value ($000) $251 Shares 1,000 Est. Cost $216.28 Unrealized 0.0%
MCD McDonald's Corp. 0.0%
Value ($000) $251 Shares 1,142 Est. Cost $161.00 Unrealized +12.7%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $249 Shares 200 Est. Cost $18.51 Unrealized +30.2%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $246 Shares 1,326 Est. Cost $177.98 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $243 Shares 5,941 Est. Cost $38.71 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $238 Shares 7,256 Est. Cost $52.64 Unrealized -40.7%
CVS CVS Health 0.0%
Value ($000) $237 Shares 4,066 Est. Cost $66.84 Unrealized -21.6%
Visa Inc Cl A 0.0%
Value ($000) $236 Shares 1,179 Est. Cost $193.40 Unrealized
CNC Centene Corp Del 0.0%
Value ($000) $227 Shares 3,885 Est. Cost $54.60 Unrealized +13.8%
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $226 Shares 1,137 Est. Cost $198.77 Unrealized
Nvidia 0.0%
Value ($000) $211 Shares 390 Est. Cost $541.03 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $205 Shares 7,336 Est. Cost $25.23 Unrealized +5.9%
Shopify Inc Cl A 0.0%
Value ($000) $205 Shares 200 Est. Cost $1025.00 Unrealized
NOK Nokia 0.0%
Value ($000) $60 Shares 15,250 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $40 Shares 11,715 Est. Cost $12.16 Unrealized