MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $817,073 (100.0% shares, 0.0% debt)

Holdings (86)

MSFT Microsoft 8.9%
Value ($000) $72,702 Shares 308,361 Est. Cost $28.25 Unrealized +688.9%
AAPL Apple 5.3%
Value ($000) $43,077 Shares 352,661 Est. Cost $89.15 Unrealized +40.3%
NDSN Nordson 5.3%
Value ($000) $42,936 Shares 216,104 Est. Cost $60.71 Unrealized +203.6%
ITW Illinois Tool Works 4.7%
Value ($000) $38,235 Shares 172,603 Est. Cost $51.24 Unrealized +261.0%
ADP Auto Data Processing 4.3%
Value ($000) $35,200 Shares 186,768 Est. Cost $47.04 Unrealized +233.1%
TSM Taiwan Semiconductor 4.1%
Value ($000) $33,783 Shares 285,615 Est. Cost $41.93 Unrealized
ECL Ecolab 4.1%
Value ($000) $33,376 Shares 155,910 Est. Cost $75.00 Unrealized +168.7%
FedEx 3.9%
Value ($000) $31,806 Shares 111,979 Est. Cost $105.46 Unrealized
INTC Intel 3.8%
Value ($000) $31,232 Shares 488,007 Est. Cost $18.01 Unrealized +200.4%
DCI Donaldson 3.5%
Value ($000) $28,575 Shares 491,320 Est. Cost $29.39 Unrealized +88.3%
DOV Dover 3.5%
Value ($000) $28,424 Shares 207,281 Est. Cost $42.50 Unrealized +181.4%
JNJ Johnson & Johnson 3.5%
Value ($000) $28,373 Shares 172,635 Est. Cost $62.12 Unrealized +126.6%
PG Procter & Gamble 3.3%
Value ($000) $27,049 Shares 199,728 Est. Cost $55.77 Unrealized +107.4%
HON Honeywell International 3.2%
Value ($000) $26,127 Shares 120,363 Est. Cost $76.22 Unrealized +131.8%
EMR Emerson Electric 2.9%
Value ($000) $23,472 Shares 260,168 Est. Cost $40.65 Unrealized +91.4%
PEP PepsiCo 2.8%
Value ($000) $23,209 Shares 164,078 Est. Cost $59.12 Unrealized +99.5%
PCAR Paccar 2.7%
Value ($000) $22,261 Shares 239,574 Est. Cost $22.89 Unrealized +127.2%
3M Company 2.6%
Value ($000) $21,494 Shares 111,551 Est. Cost $115.55 Unrealized
KO Coca-Cola 2.6%
Value ($000) $20,888 Shares 396,279 Est. Cost $28.46 Unrealized +52.4%
National Instr 2.4%
Value ($000) $19,251 Shares 445,781 Est. Cost $29.71 Unrealized
MKC McCormick 2.2%
Value ($000) $18,381 Shares 206,163 Est. Cost $63.88 Unrealized +25.6%
BDX Becton Dickinson 2.2%
Value ($000) $18,095 Shares 74,421 Est. Cost $166.51 Unrealized +35.5%
NVS Novartis AG 2.1%
Value ($000) $17,366 Shares 203,159 Est. Cost $73.29 Unrealized
ALC Alcon 1.8%
Value ($000) $14,522 Shares 206,928 Est. Cost $57.59 Unrealized +21.2%
AMZN Amazon.Com 1.8%
Value ($000) $14,508 Shares 4,689 Est. Cost $108.72 Unrealized +45.8%
CTAS Cintas Corp Com 1.6%
Value ($000) $13,386 Shares 39,220 Est. Cost $57.74 Unrealized +40.2%
ISRG Intuitive Surgical 1.6%
Value ($000) $13,265 Shares 17,952 Est. Cost $182.63 Unrealized +37.8%
INTU Intuit 1.5%
Value ($000) $12,453 Shares 32,509 Est. Cost $274.50 Unrealized +36.1%
SYK Stryker 1.5%
Value ($000) $12,204 Shares 50,103 Est. Cost $178.02 Unrealized +27.9%
APD Air Prods & Chems 1.4%
Value ($000) $11,250 Shares 39,988 Est. Cost $207.66 Unrealized +15.7%
UPS United Parcel Svc Cl B 0.7%
Value ($000) $5,320 Shares 31,298 Est. Cost $58.18 Unrealized +126.9%
Exxon Mobil Corp 0.3%
Value ($000) $2,609 Shares 46,731 Est. Cost $83.17 Unrealized
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $2,238 Shares 565,191 Est. Cost $16.05 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,759 Shares 14,675 Est. Cost $34.95 Unrealized +210.8%
Abbvie Inc. Com 0.2%
Value ($000) $1,635 Shares 15,104 Est. Cost $53.23 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,514 Shares 4,251 Est. Cost $259.61 Unrealized
Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1,407 Shares 682 Est. Cost $1125.75 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,311 Shares 150,357 Est. Cost $15.30 Unrealized
Lam Research Corp. 0.1%
Value ($000) $1,210 Shares 2,032 Est. Cost $225.02 Unrealized
Luminex Corp 0.1%
Value ($000) $1,030 Shares 32,275 Est. Cost $20.61 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $973 Shares 9,281 Est. Cost $72.32 Unrealized +10.0%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $930 Shares 3,830 Est. Cost $121.05 Unrealized +108.1%
Medtronic PLC 0.1%
Value ($000) $928 Shares 7,852 Est. Cost $89.87 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $877 Shares 1,682 Est. Cost $35.16 Unrealized +50.8%
LOW Lowes Cos Inc 0.1%
Value ($000) $767 Shares 4,032 Est. Cost $77.88 Unrealized +101.6%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $761 Shares 2,045 Est. Cost $220.53 Unrealized +45.0%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $734 Shares 4,820 Est. Cost $90.87 Unrealized +40.0%
AMD Advanced Micro Devices 0.1%
Value ($000) $720 Shares 9,167 Est. Cost $59.38 Unrealized +45.0%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $716 Shares 52,423 Est. Cost $22.60 Unrealized
Facebook Inc Cl A 0.1%
Value ($000) $657 Shares 2,232 Est. Cost $194.48 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $644 Shares 2,110 Est. Cost $132.21 Unrealized +84.9%
CRM Salesforce Com Inc 0.1%
Value ($000) $527 Shares 2,489 Est. Cost $220.64 Unrealized -0.3%
DIS Walt Disney 0.1%
Value ($000) $517 Shares 2,802 Est. Cost $123.74 Unrealized +45.6%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $511 Shares 2,002 Est. Cost $120.10 Unrealized +102.2%
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $472 Shares 3,482 Est. Cost $112.00 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $452 Shares 3,500 Est. Cost $69.05 Unrealized +56.7%
IBM International Business Machine 0.1%
Value ($000) $448 Shares 3,365 Est. Cost $105.83 Unrealized -7.3%
Blackrock Inc 0.1%
Value ($000) $445 Shares 590 Est. Cost $445.76 Unrealized
NKE Nike Inc CL B 0.1%
Value ($000) $434 Shares 3,265 Est. Cost $79.59 Unrealized +62.8%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $425 Shares 14,000 Est. Cost $51.64 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $399 Shares 5,070 Est. Cost $45.18 Unrealized +50.7%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $387 Shares 6,610 Est. Cost $46.69 Unrealized +6.6%
COP ConocoPhillips 0.0%
Value ($000) $384 Shares 7,256 Est. Cost $52.64 Unrealized -21.4%
ADBE Adobe Sys Inc 0.0%
Value ($000) $368 Shares 774 Est. Cost $343.10 Unrealized +36.2%
MRK Merck & Co Inc New 0.0%
Value ($000) $363 Shares 4,710 Est. Cost $63.97 Unrealized -1.4%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $345 Shares 1,326 Est. Cost $177.98 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $343 Shares 7,336 Est. Cost $25.23 Unrealized +56.9%
Blackstone Group Inc. 0.0%
Value ($000) $341 Shares 4,575 Est. Cost $64.92 Unrealized
PSX Phillips 66 COM 0.0%
Value ($000) $301 Shares 3,688 Est. Cost $47.97 Unrealized +35.3%
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $294 Shares 1,140 Est. Cost $198.77 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $292 Shares 5,941 Est. Cost $38.71 Unrealized
NOW ServiceNow Inc Com 0.0%
Value ($000) $286 Shares 572 Est. Cost $70.61 Unrealized +49.5%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $284 Shares 200 Est. Cost $18.51 Unrealized +56.2%
Nvidia 0.0%
Value ($000) $276 Shares 516 Est. Cost $537.44 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $274 Shares 742 Est. Cost $319.78 Unrealized -6.2%
CVS CVS Health 0.0%
Value ($000) $268 Shares 3,562 Est. Cost $66.84 Unrealized -6.8%
MCD McDonald's Corp. 0.0%
Value ($000) $256 Shares 1,142 Est. Cost $161.00 Unrealized +18.8%
CNC Centene Corp Del 0.0%
Value ($000) $249 Shares 3,895 Est. Cost $54.60 Unrealized +13.4%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $246 Shares 119 Est. Cost $1747.90 Unrealized
Shopify Inc Cl A 0.0%
Value ($000) $243 Shares 220 Est. Cost $1034.71 Unrealized
VWO Vanguard Intl Eqty Idx Emr Mkt 0.0%
Value ($000) $229 Shares 4,409 Est. Cost $50.12 Unrealized
VGT Vanguard World Fds Inf Tech ET 0.0%
Value ($000) $227 Shares 634 Est. Cost $215.70 Unrealized
Workday Inc Cl A 0.0%
Value ($000) $226 Shares 911 Est. Cost $239.30 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $214 Shares 1,600 Est. Cost $105.71 Unrealized 0.0%
TELFY Telefonica de Espana 0.0%
Value ($000) $56 Shares 12,366 Est. Cost $11.73 Unrealized
NOK Nokia 0.0%
Value ($000) $51 Shares 13,000 Est. Cost $6.75 Unrealized