MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Dec 6, 2021

Total Value ($000): $857,183 (100.0% shares, 0.0% debt)

Holdings (89)

MSFT Microsoft 10.1%
Value ($000) $86,789 Shares 307,848 Est. Cost $28.25 Unrealized +893.6%
NDSN Nordson 6.0%
Value ($000) $51,480 Shares 216,166 Est. Cost $60.71 Unrealized +261.5%
AAPL Apple 5.9%
Value ($000) $50,436 Shares 356,441 Est. Cost $89.15 Unrealized +61.4%
ADP Auto Data Processing 4.4%
Value ($000) $37,407 Shares 187,111 Est. Cost $47.04 Unrealized +299.1%
ITW Illinois Tool Works 4.2%
Value ($000) $35,788 Shares 173,197 Est. Cost $51.24 Unrealized +296.0%
ECL Ecolab 3.8%
Value ($000) $32,775 Shares 157,104 Est. Cost $75.00 Unrealized +178.0%
DOV Dover 3.8%
Value ($000) $32,293 Shares 207,670 Est. Cost $42.50 Unrealized +268.5%
TSM Taiwan Semiconductor 3.7%
Value ($000) $32,012 Shares 286,713 Est. Cost $41.93 Unrealized
DCI Donaldson 3.3%
Value ($000) $28,486 Shares 496,185 Est. Cost $29.39 Unrealized +104.4%
PG Procter & Gamble 3.3%
Value ($000) $28,226 Shares 201,903 Est. Cost $55.77 Unrealized +128.2%
JNJ Johnson & Johnson 3.3%
Value ($000) $28,193 Shares 174,570 Est. Cost $62.12 Unrealized +141.9%
INTC Intel 3.1%
Value ($000) $26,591 Shares 499,088 Est. Cost $18.47 Unrealized +169.7%
HON Honeywell International 3.0%
Value ($000) $25,798 Shares 121,527 Est. Cost $76.22 Unrealized +155.3%
PEP PepsiCo 2.9%
Value ($000) $25,007 Shares 166,258 Est. Cost $59.12 Unrealized +128.3%
EMR Emerson Electric 2.9%
Value ($000) $24,922 Shares 264,561 Est. Cost $41.35 Unrealized +120.6%
FedEx 2.9%
Value ($000) $24,879 Shares 113,451 Est. Cost $106.81 Unrealized
KO Coca-Cola 2.5%
Value ($000) $21,373 Shares 407,340 Est. Cost $28.85 Unrealized +69.1%
3M Company 2.3%
Value ($000) $20,067 Shares 114,396 Est. Cost $116.60 Unrealized
PCAR Paccar 2.3%
Value ($000) $19,606 Shares 248,431 Est. Cost $23.58 Unrealized +97.1%
BDX Becton Dickinson 2.3%
Value ($000) $19,312 Shares 78,560 Est. Cost $169.63 Unrealized +34.4%
ISRG Intuitive Surgical 2.2%
Value ($000) $18,498 Shares 18,607 Est. Cost $186.65 Unrealized +79.9%
INTU Intuit 2.1%
Value ($000) $18,187 Shares 33,710 Est. Cost $281.23 Unrealized +86.5%
ALC Alcon 2.1%
Value ($000) $17,731 Shares 220,349 Est. Cost $58.57 Unrealized +29.7%
NVS Novartis AG 2.0%
Value ($000) $17,376 Shares 212,475 Est. Cost $73.79 Unrealized
MKC McCormick 2.0%
Value ($000) $17,355 Shares 214,186 Est. Cost $64.44 Unrealized +21.0%
National Instr 2.0%
Value ($000) $17,215 Shares 438,822 Est. Cost $29.71 Unrealized
AMZN Amazon.Com 1.9%
Value ($000) $16,139 Shares 4,913 Est. Cost $111.21 Unrealized +55.1%
CTAS Cintas Corp Com 1.8%
Value ($000) $15,685 Shares 41,204 Est. Cost $59.22 Unrealized +58.7%
SYK Stryker 1.7%
Value ($000) $14,315 Shares 54,280 Est. Cost $183.61 Unrealized +39.0%
APD Air Prods & Chems 1.4%
Value ($000) $11,635 Shares 45,431 Est. Cost $212.89 Unrealized +16.0%
UPS United Parcel Svc Cl B 0.6%
Value ($000) $4,989 Shares 27,397 Est. Cost $58.18 Unrealized +179.7%
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $2,860 Shares 565,191 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.3%
Value ($000) $2,733 Shares 46,466 Est. Cost $83.17 Unrealized
Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1,871 Shares 700 Est. Cost $1172.17 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,812 Shares 150,357 Est. Cost $15.30 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $1,633 Shares 15,139 Est. Cost $53.23 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,579 Shares 4,542 Est. Cost $265.25 Unrealized
Lam Research Corp. 0.1%
Value ($000) $1,130 Shares 1,985 Est. Cost $225.02 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $1,036 Shares 3,980 Est. Cost $127.16 Unrealized +122.6%
NFLX Netflix Inc 0.1%
Value ($000) $1,027 Shares 1,682 Est. Cost $35.16 Unrealized +56.5%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $1,005 Shares 52,423 Est. Cost $22.60 Unrealized
Medtronic PLC 0.1%
Value ($000) $989 Shares 7,887 Est. Cost $89.87 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $943 Shares 9,299 Est. Cost $72.32 Unrealized +15.2%
AMD Advanced Micro Devices 0.1%
Value ($000) $941 Shares 9,144 Est. Cost $59.79 Unrealized +71.0%
CRM Salesforce Com Inc 0.1%
Value ($000) $824 Shares 3,038 Est. Cost $223.76 Unrealized +12.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $818 Shares 4,035 Est. Cost $77.88 Unrealized +135.7%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $804 Shares 2,057 Est. Cost $220.53 Unrealized +74.5%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $789 Shares 4,820 Est. Cost $90.87 Unrealized +54.4%
COP ConocoPhillips 0.1%
Value ($000) $606 Shares 8,945 Est. Cost $51.61 Unrealized -4.5%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $600 Shares 14,000 Est. Cost $51.64 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $598 Shares 1,823 Est. Cost $132.21 Unrealized +122.8%
Blackstone Group Inc. 0.1%
Value ($000) $532 Shares 4,575 Est. Cost $64.92 Unrealized
WM Waste Management Inc Del 0.1%
Value ($000) $523 Shares 3,500 Est. Cost $69.05 Unrealized +102.3%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $505 Shares 1,852 Est. Cost $120.10 Unrealized +133.9%
Blackrock Inc 0.1%
Value ($000) $495 Shares 590 Est. Cost $445.76 Unrealized
DIS Walt Disney 0.1%
Value ($000) $474 Shares 2,802 Est. Cost $123.74 Unrealized +40.7%
IBM International Business Machine 0.1%
Value ($000) $467 Shares 3,365 Est. Cost $105.83 Unrealized +5.9%
ADBE Adobe Sys Inc 0.1%
Value ($000) $462 Shares 802 Est. Cost $349.12 Unrealized +80.3%
Nvidia 0.1%
Value ($000) $447 Shares 2,157 Est. Cost $281.94 Unrealized
Spdr Series Trust S&P Biotech 0.1%
Value ($000) $438 Shares 3,482 Est. Cost $112.00 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $398 Shares 5,075 Est. Cost $45.18 Unrealized +50.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $385 Shares 6,610 Est. Cost $46.69 Unrealized +18.7%
NKE Nike Inc CL B 0.0%
Value ($000) $372 Shares 2,559 Est. Cost $79.59 Unrealized +91.7%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $364 Shares 200 Est. Cost $18.51 Unrealized +96.5%
MRK Merck & Co Inc New 0.0%
Value ($000) $363 Shares 4,833 Est. Cost $63.98 Unrealized +3.4%
IJH Ishares Tr S&P Midcap 400 0.0%
Value ($000) $349 Shares 1,326 Est. Cost $177.98 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $337 Shares 7,336 Est. Cost $25.23 Unrealized +71.8%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $317 Shares 119 Est. Cost $1747.90 Unrealized
CVS CVS Health 0.0%
Value ($000) $302 Shares 3,562 Est. Cost $66.84 Unrealized +8.5%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $300 Shares 5,941 Est. Cost $38.71 Unrealized
Shopify Inc Cl A 0.0%
Value ($000) $291 Shares 215 Est. Cost $1034.71 Unrealized
NOW ServiceNow Inc Com 0.0%
Value ($000) $277 Shares 445 Est. Cost $70.61 Unrealized +71.5%
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $277 Shares 1,140 Est. Cost $198.77 Unrealized
MCD McDonald's Corp. 0.0%
Value ($000) $275 Shares 1,142 Est. Cost $161.00 Unrealized +34.1%
PSX Phillips 66 COM 0.0%
Value ($000) $258 Shares 3,688 Est. Cost $47.97 Unrealized +27.6%
LMT Lockheed Martin Corp 0.0%
Value ($000) $256 Shares 742 Est. Cost $319.78 Unrealized +0.3%
CNC Centene Corp Del 0.0%
Value ($000) $230 Shares 3,693 Est. Cost $54.60 Unrealized +22.4%
Costco Wholesale Corp New 0.0%
Value ($000) $228 Shares 508 Est. Cost $395.67 Unrealized
Workday Inc Cl A 0.0%
Value ($000) $228 Shares 911 Est. Cost $239.30 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $227 Shares 746 Est. Cost $217.14 Unrealized +22.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $225 Shares 1,109 Est. Cost $33.93 Unrealized +6.1%
S&P Global Inc 0.0%
Value ($000) $221 Shares 521 Est. Cost $410.75 Unrealized
VWO Vanguard Intl Eqty Idx Emr Mkt 0.0%
Value ($000) $220 Shares 4,409 Est. Cost $50.12 Unrealized
Target 0.0%
Value ($000) $219 Shares 956 Est. Cost $241.88 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $211 Shares 1,100 Est. Cost $167.96 Unrealized 0.0%
Charter Communications Cl A 0.0%
Value ($000) $209 Shares 287 Est. Cost $721.25 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $206 Shares 1,600 Est. Cost $105.71 Unrealized +23.5%
NOK Nokia 0.0%
Value ($000) $71 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