MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $788,622 (100.0% shares, 0.0% debt)

Holdings (86)

MSFT Microsoft 8.7%
Value ($000) $68,668 Shares 308,730 Est. Cost $28.25 Unrealized +629.3%
AAPL Apple 5.9%
Value ($000) $46,644 Shares 351,526 Est. Cost $89.15 Unrealized +31.2%
NDSN Nordson 5.5%
Value ($000) $43,303 Shares 215,491 Est. Cost $60.71 Unrealized +212.1%
ITW Illinois Tool Works 4.4%
Value ($000) $35,066 Shares 171,995 Est. Cost $51.24 Unrealized +253.3%
ECL Ecolab 4.3%
Value ($000) $33,592 Shares 155,258 Est. Cost $75.00 Unrealized +163.3%
ADP Auto Data Processing 4.2%
Value ($000) $32,750 Shares 185,871 Est. Cost $47.04 Unrealized +213.5%
TSM Taiwan Semiconductor 4.0%
Value ($000) $31,287 Shares 286,929 Est. Cost $41.93 Unrealized
FedEx 3.7%
Value ($000) $29,151 Shares 112,285 Est. Cost $105.46 Unrealized
PG Procter & Gamble 3.5%
Value ($000) $27,565 Shares 198,111 Est. Cost $55.77 Unrealized +120.8%
DCI Donaldson 3.5%
Value ($000) $27,362 Shares 489,649 Est. Cost $29.39 Unrealized +65.4%
JNJ Johnson & Johnson 3.4%
Value ($000) $27,013 Shares 171,643 Est. Cost $62.12 Unrealized +105.3%
DOV Dover 3.3%
Value ($000) $26,020 Shares 206,099 Est. Cost $42.50 Unrealized +161.4%
HON Honeywell International 3.2%
Value ($000) $25,491 Shares 119,843 Est. Cost $76.22 Unrealized +114.8%
INTC Intel 3.1%
Value ($000) $24,337 Shares 488,502 Est. Cost $18.01 Unrealized +144.4%
PEP PepsiCo 3.1%
Value ($000) $24,074 Shares 162,330 Est. Cost $58.49 Unrealized +107.3%
KO Coca-Cola 2.7%
Value ($000) $21,442 Shares 390,983 Est. Cost $28.26 Unrealized +56.6%
EMR Emerson Electric 2.6%
Value ($000) $20,843 Shares 259,335 Est. Cost $40.65 Unrealized +64.4%
PCAR Paccar 2.6%
Value ($000) $20,576 Shares 238,478 Est. Cost $22.89 Unrealized +111.3%
MKC McCormick 2.5%
Value ($000) $19,484 Shares 203,808 Est. Cost $63.69 Unrealized +33.2%
National Instr 2.5%
Value ($000) $19,481 Shares 443,347 Est. Cost $29.71 Unrealized
3M Company 2.5%
Value ($000) $19,349 Shares 110,696 Est. Cost $115.55 Unrealized
NVS Novartis AG 2.4%
Value ($000) $18,987 Shares 201,069 Est. Cost $73.16 Unrealized
BDX Becton Dickinson 2.3%
Value ($000) $18,423 Shares 73,628 Est. Cost $165.88 Unrealized +29.4%
AMZN Amazon.Com 1.9%
Value ($000) $14,995 Shares 4,604 Est. Cost $107.80 Unrealized +48.0%
ISRG Intuitive Surgical 1.8%
Value ($000) $14,334 Shares 17,521 Est. Cost $180.93 Unrealized +37.2%
CTAS Cintas Corp Com 1.7%
Value ($000) $13,608 Shares 38,500 Est. Cost $57.30 Unrealized +44.2%
ALC Alcon 1.7%
Value ($000) $13,510 Shares 204,756 Est. Cost $57.46 Unrealized +7.3%
INTU Intuit 1.5%
Value ($000) $12,116 Shares 31,898 Est. Cost $272.60 Unrealized +24.8%
SYK Stryker 1.5%
Value ($000) $11,985 Shares 48,911 Est. Cost $176.80 Unrealized +21.4%
APD Air Prods & Chems 1.3%
Value ($000) $10,556 Shares 38,634 Est. Cost $206.52 Unrealized +19.9%
UPS United Parcel Svc Cl B 0.7%
Value ($000) $5,305 Shares 31,504 Est. Cost $58.18 Unrealized +135.3%
Exxon Mobil Corp 0.2%
Value ($000) $1,926 Shares 46,731 Est. Cost $83.17 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,612 Shares 15,045 Est. Cost $53.23 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,606 Shares 14,668 Est. Cost $34.95 Unrealized +184.0%
SJT San Juan Basin Royalty Trust 0.2%
Value ($000) $1,509 Shares 565,191 Est. Cost $16.05 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,500 Shares 4,201 Est. Cost $258.46 Unrealized
Alphabet Inc Cap Sk Cl A 0.1%
Value ($000) $1,171 Shares 668 Est. Cost $1106.11 Unrealized
Black Stone Minerals L Com Uni 0.1%
Value ($000) $1,004 Shares 150,357 Est. Cost $15.30 Unrealized
Lam Research Corp. 0.1%
Value ($000) $963 Shares 2,039 Est. Cost $225.02 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $952 Shares 10,377 Est. Cost $59.38 Unrealized +45.3%
Medtronic PLC 0.1%
Value ($000) $917 Shares 7,830 Est. Cost $89.87 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $910 Shares 1,682 Est. Cost $35.16 Unrealized +44.2%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $874 Shares 3,730 Est. Cost $117.54 Unrealized +75.9%
CVX Chevron Corp 0.1%
Value ($000) $783 Shares 9,273 Est. Cost $72.32 Unrealized -10.1%
Luminex Corp 0.1%
Value ($000) $746 Shares 32,274 Est. Cost $20.61 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $713 Shares 2,034 Est. Cost $220.53 Unrealized +39.8%
VGT Vanguard World Fds Inf Tech ET 0.1%
Value ($000) $681 Shares 1,924 Est. Cost $215.70 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $647 Shares 4,031 Est. Cost $77.88 Unrealized +90.1%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $612 Shares 4,820 Est. Cost $90.87 Unrealized +8.0%
Facebook Inc Cl A 0.1%
Value ($000) $604 Shares 2,210 Est. Cost $194.48 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $596 Shares 2,243 Est. Cost $132.21 Unrealized +83.4%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $572 Shares 52,423 Est. Cost $22.60 Unrealized
DIS Walt Disney 0.1%
Value ($000) $508 Shares 2,802 Est. Cost $123.74 Unrealized +13.3%
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $490 Shares 3,482 Est. Cost $112.00 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $464 Shares 2,002 Est. Cost $120.10 Unrealized +83.4%
NKE Nike Inc CL B 0.1%
Value ($000) $458 Shares 3,236 Est. Cost $79.59 Unrealized +54.8%
Blackrock Inc 0.1%
Value ($000) $426 Shares 590 Est. Cost $445.76 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $413 Shares 3,500 Est. Cost $69.05 Unrealized +55.6%
IBM International Business Machine 0.1%
Value ($000) $398 Shares 3,165 Est. Cost $106.32 Unrealized -12.1%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $395 Shares 14,000 Est. Cost $51.64 Unrealized
ADBE Adobe Sys Inc 0.0%
Value ($000) $388 Shares 776 Est. Cost $343.10 Unrealized +40.8%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $386 Shares 6,610 Est. Cost $46.69 Unrealized +7.4%
MRK Merck & Co Inc New 0.0%
Value ($000) $385 Shares 4,710 Est. Cost $63.97 Unrealized +1.4%
SYY Sysco Corp 0.0%
Value ($000) $376 Shares 5,067 Est. Cost $45.18 Unrealized +32.8%
NOW ServiceNow Inc Com 0.0%
Value ($000) $315 Shares 572 Est. Cost $70.61 Unrealized +47.3%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $305 Shares 1,326 Est. Cost $177.98 Unrealized
Blackstone Group Inc. 0.0%
Value ($000) $297 Shares 4,575 Est. Cost $64.92 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $290 Shares 7,256 Est. Cost $52.64 Unrealized -41.6%
CRM Salesforce Com Inc 0.0%
Value ($000) $282 Shares 1,265 Est. Cost $221.30 Unrealized +8.6%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $280 Shares 5,941 Est. Cost $38.71 Unrealized
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $277 Shares 200 Est. Cost $18.51 Unrealized +41.7%
FFIN First Financial Bankshares 0.0%
Value ($000) $265 Shares 7,336 Est. Cost $25.23 Unrealized +17.8%
LMT Lockheed Martin Corp 0.0%
Value ($000) $263 Shares 742 Est. Cost $319.78 Unrealized -0.3%
Visa Inc Cl A 0.0%
Value ($000) $258 Shares 1,179 Est. Cost $193.40 Unrealized
PSX Phillips 66 COM 0.0%
Value ($000) $258 Shares 3,688 Est. Cost $47.97 Unrealized 0.0%
Nvidia 0.0%
Value ($000) $251 Shares 480 Est. Cost $537.63 Unrealized
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $251 Shares 1,140 Est. Cost $198.77 Unrealized
Shopify Inc Cl A 0.0%
Value ($000) $249 Shares 220 Est. Cost $1034.71 Unrealized
MCD McDonald's Corp. 0.0%
Value ($000) $245 Shares 1,142 Est. Cost $161.00 Unrealized +20.0%
CVS CVS Health 0.0%
Value ($000) $243 Shares 3,562 Est. Cost $66.84 Unrealized -17.4%
CNC Centene Corp Del 0.0%
Value ($000) $234 Shares 3,895 Est. Cost $54.60 Unrealized +16.4%
VWO Vanguard Intl Eqty Idx Emr Mkt 0.0%
Value ($000) $221 Shares 4,409 Est. Cost $50.12 Unrealized
Workday Inc Cl A 0.0%
Value ($000) $218 Shares 911 Est. Cost $239.30 Unrealized
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $208 Shares 119 Est. Cost $1747.90 Unrealized
NOK Nokia 0.0%
Value ($000) $60 Shares 15,250 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $50 Shares 12,366 Est. Cost $11.73 Unrealized