MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 11, 2021

Total Value ($000): $867,621 (100.0% shares, 0.0% debt)

Holdings (92)

MSFT Microsoft 9.6%
Value ($000) $83,325 Shares 307,585 Est. Cost $28.25 Unrealized +766.2%
AAPL Apple 5.6%
Value ($000) $48,600 Shares 354,851 Est. Cost $89.15 Unrealized +41.8%
NDSN Nordson 5.5%
Value ($000) $47,386 Shares 215,873 Est. Cost $60.71 Unrealized +231.1%
ITW Illinois Tool Works 4.4%
Value ($000) $38,589 Shares 172,611 Est. Cost $51.24 Unrealized +300.1%
ADP Auto Data Processing 4.3%
Value ($000) $37,071 Shares 186,642 Est. Cost $47.04 Unrealized +274.8%
TSM Taiwan Semiconductor 4.0%
Value ($000) $34,357 Shares 285,930 Est. Cost $41.93 Unrealized
FedEx 3.9%
Value ($000) $33,443 Shares 112,101 Est. Cost $105.46 Unrealized
ECL Ecolab 3.7%
Value ($000) $32,128 Shares 155,982 Est. Cost $75.00 Unrealized +175.1%
DCI Donaldson 3.6%
Value ($000) $31,300 Shares 492,681 Est. Cost $29.39 Unrealized +95.1%
DOV Dover 3.6%
Value ($000) $31,212 Shares 207,250 Est. Cost $42.50 Unrealized +227.2%
JNJ Johnson & Johnson 3.3%
Value ($000) $28,539 Shares 173,239 Est. Cost $62.12 Unrealized +133.3%
INTC Intel 3.2%
Value ($000) $27,613 Shares 491,867 Est. Cost $18.01 Unrealized +197.5%
PG Procter & Gamble 3.1%
Value ($000) $27,010 Shares 200,176 Est. Cost $55.77 Unrealized +116.5%
HON Honeywell International 3.0%
Value ($000) $26,453 Shares 120,596 Est. Cost $76.22 Unrealized +152.1%
EMR Emerson Electric 2.9%
Value ($000) $25,109 Shares 260,899 Est. Cost $40.65 Unrealized +110.4%
PEP PepsiCo 2.8%
Value ($000) $24,415 Shares 164,774 Est. Cost $59.12 Unrealized +113.4%
3M Company 2.6%
Value ($000) $22,326 Shares 112,400 Est. Cost $115.55 Unrealized
KO Coca-Cola 2.5%
Value ($000) $21,625 Shares 399,645 Est. Cost $28.46 Unrealized +66.1%
PCAR Paccar 2.5%
Value ($000) $21,519 Shares 241,111 Est. Cost $22.89 Unrealized +123.6%
National Instr 2.2%
Value ($000) $18,919 Shares 447,477 Est. Cost $29.71 Unrealized
NVS Novartis AG 2.2%
Value ($000) $18,797 Shares 206,020 Est. Cost $73.54 Unrealized
BDX Becton Dickinson 2.1%
Value ($000) $18,508 Shares 76,104 Est. Cost $167.74 Unrealized +32.4%
MKC McCormick 2.1%
Value ($000) $18,436 Shares 208,745 Est. Cost $64.09 Unrealized +25.9%
ISRG Intuitive Surgical 2.0%
Value ($000) $16,935 Shares 18,415 Est. Cost $185.09 Unrealized +51.6%
INTU Intuit 1.9%
Value ($000) $16,284 Shares 33,222 Est. Cost $277.66 Unrealized +51.8%
AMZN Amazon.Com 1.9%
Value ($000) $16,241 Shares 4,721 Est. Cost $108.72 Unrealized +52.9%
CTAS Cintas Corp Com 1.8%
Value ($000) $15,439 Shares 40,415 Est. Cost $58.54 Unrealized +45.1%
ALC Alcon 1.7%
Value ($000) $14,926 Shares 212,438 Est. Cost $57.92 Unrealized +21.4%
SYK Stryker 1.5%
Value ($000) $13,426 Shares 51,693 Est. Cost $180.03 Unrealized +35.3%
APD Air Prods & Chems 1.4%
Value ($000) $11,997 Shares 41,703 Est. Cost $209.84 Unrealized +24.3%
UPS United Parcel Svc Cl B 0.7%
Value ($000) $5,702 Shares 27,420 Est. Cost $58.18 Unrealized +182.2%
Exxon Mobil Corp 0.3%
Value ($000) $2,931 Shares 46,466 Est. Cost $83.17 Unrealized
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $2,905 Shares 565,191 Est. Cost $16.05 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $1,702 Shares 14,682 Est. Cost $34.95 Unrealized +206.9%
Abbvie Inc. Com 0.2%
Value ($000) $1,698 Shares 15,078 Est. Cost $53.23 Unrealized
Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1,658 Shares 679 Est. Cost $1125.75 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,616 Shares 150,357 Est. Cost $15.30 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,552 Shares 4,251 Est. Cost $259.61 Unrealized
Lam Research Corp. 0.2%
Value ($000) $1,307 Shares 2,008 Est. Cost $225.02 Unrealized
Luminex Corp 0.1%
Value ($000) $1,188 Shares 32,275 Est. Cost $20.61 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $1,116 Shares 3,830 Est. Cost $121.05 Unrealized +117.7%
Medtronic PLC 0.1%
Value ($000) $979 Shares 7,887 Est. Cost $89.87 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $973 Shares 9,290 Est. Cost $72.32 Unrealized +20.4%
NFLX Netflix Inc 0.1%
Value ($000) $888 Shares 1,682 Est. Cost $35.16 Unrealized +45.4%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $883 Shares 52,423 Est. Cost $22.60 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $878 Shares 9,346 Est. Cost $59.79 Unrealized +35.2%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $824 Shares 2,057 Est. Cost $220.53 Unrealized +67.3%
LOW Lowes Cos Inc 0.1%
Value ($000) $782 Shares 4,033 Est. Cost $77.88 Unrealized +130.5%
Facebook Inc Cl A 0.1%
Value ($000) $766 Shares 2,204 Est. Cost $194.48 Unrealized
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $750 Shares 4,820 Est. Cost $90.87 Unrealized +53.8%
CRM Salesforce Com Inc 0.1%
Value ($000) $683 Shares 2,796 Est. Cost $221.41 Unrealized +2.8%
HD Home Depot Inc 0.1%
Value ($000) $579 Shares 1,814 Est. Cost $132.21 Unrealized +114.7%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $564 Shares 14,000 Est. Cost $51.64 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $556 Shares 2,002 Est. Cost $120.10 Unrealized +132.7%
COP ConocoPhillips 0.1%
Value ($000) $545 Shares 8,945 Est. Cost $51.61 Unrealized -8.6%
Blackrock Inc 0.1%
Value ($000) $516 Shares 590 Est. Cost $445.76 Unrealized
IBM International Business Machine 0.1%
Value ($000) $493 Shares 3,365 Est. Cost $105.83 Unrealized +7.2%
DIS Walt Disney 0.1%
Value ($000) $493 Shares 2,802 Est. Cost $123.74 Unrealized +42.0%
WM Waste Management Inc Del 0.1%
Value ($000) $490 Shares 3,500 Est. Cost $69.05 Unrealized +86.2%
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $471 Shares 3,482 Est. Cost $112.00 Unrealized
ADBE Adobe Sys Inc 0.1%
Value ($000) $470 Shares 802 Est. Cost $349.12 Unrealized +47.6%
Blackstone Group Inc. 0.1%
Value ($000) $444 Shares 4,575 Est. Cost $64.92 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $413 Shares 6,610 Est. Cost $46.69 Unrealized +17.0%
NKE Nike Inc CL B 0.0%
Value ($000) $395 Shares 2,559 Est. Cost $79.59 Unrealized +57.9%
SYY Sysco Corp 0.0%
Value ($000) $394 Shares 5,072 Est. Cost $45.18 Unrealized +57.8%
Nvidia 0.0%
Value ($000) $390 Shares 488 Est. Cost $537.44 Unrealized
MRK Merck & Co Inc New 0.0%
Value ($000) $376 Shares 4,833 Est. Cost $63.98 Unrealized +0.2%
FFIN First Financial Bankshares 0.0%
Value ($000) $360 Shares 7,336 Est. Cost $25.23 Unrealized +77.6%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $356 Shares 1,326 Est. Cost $177.98 Unrealized
PSX Phillips 66 COM 0.0%
Value ($000) $317 Shares 3,688 Est. Cost $47.97 Unrealized +47.1%
NOW ServiceNow Inc Com 0.0%
Value ($000) $314 Shares 572 Est. Cost $70.61 Unrealized +43.6%
Shopify Inc Cl A 0.0%
Value ($000) $314 Shares 215 Est. Cost $1034.71 Unrealized
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $310 Shares 200 Est. Cost $18.51 Unrealized +54.1%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $306 Shares 5,941 Est. Cost $38.71 Unrealized
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $298 Shares 119 Est. Cost $1747.90 Unrealized
CVS CVS Health 0.0%
Value ($000) $297 Shares 3,562 Est. Cost $66.84 Unrealized +5.4%
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $296 Shares 1,140 Est. Cost $198.77 Unrealized
CNC Centene Corp Del 0.0%
Value ($000) $284 Shares 3,895 Est. Cost $54.60 Unrealized +25.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $281 Shares 742 Est. Cost $319.78 Unrealized +5.9%
MCD McDonald's Corp. 0.0%
Value ($000) $264 Shares 1,142 Est. Cost $161.00 Unrealized +30.0%
VGT Vanguard World Fds Inf Tech ET 0.0%
Value ($000) $253 Shares 634 Est. Cost $215.70 Unrealized
VWO Vanguard Intl Eqty Idx Emr Mkt 0.0%
Value ($000) $239 Shares 4,409 Est. Cost $50.12 Unrealized
Target 0.0%
Value ($000) $231 Shares 955 Est. Cost $241.88 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $228 Shares 1,600 Est. Cost $105.71 Unrealized +21.9%
Workday Inc Cl A 0.0%
Value ($000) $217 Shares 911 Est. Cost $239.30 Unrealized
S&P Global Inc 0.0%
Value ($000) $214 Shares 521 Est. Cost $410.75 Unrealized
Charter Communications Cl A 0.0%
Value ($000) $207 Shares 287 Est. Cost $721.25 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $206 Shares 1,109 Est. Cost $33.93 Unrealized 0.0%
Costco Wholesale Corp New 0.0%
Value ($000) $201 Shares 508 Est. Cost $395.67 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $200 Shares 746 Est. Cost $217.14 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $69 Shares 13,000 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $61 Shares 12,983 Est. Cost $11.40 Unrealized