MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 20, 2022

Total Value ($000): $998,488 (100.0% shares, 0.0% debt)

Holdings (97)

MSFT Microsoft 10.5%
Value ($000) $104,401 Shares 310,423 Est. Cost $28.25 Unrealized +1009.3%
AAPL Apple 6.5%
Value ($000) $64,440 Shares 362,898 Est. Cost $90.32 Unrealized +71.3%
NDSN Nordson 5.6%
Value ($000) $55,719 Shares 218,273 Est. Cost $60.71 Unrealized +301.0%
ADP Auto Data Processing 4.7%
Value ($000) $46,612 Shares 189,033 Est. Cost $48.66 Unrealized +325.9%
ITW Illinois Tool Works 4.3%
Value ($000) $43,361 Shares 175,693 Est. Cost $53.50 Unrealized +293.1%
DOV Dover 3.8%
Value ($000) $38,316 Shares 210,993 Est. Cost $44.37 Unrealized +262.7%
ECL Ecolab 3.7%
Value ($000) $37,425 Shares 159,535 Est. Cost $77.14 Unrealized +179.4%
TSM Taiwan Semiconductor 3.5%
Value ($000) $35,061 Shares 291,423 Est. Cost $43.19 Unrealized
PG Procter & Gamble 3.4%
Value ($000) $33,705 Shares 206,046 Est. Cost $57.34 Unrealized +133.9%
JNJ Johnson & Johnson 3.1%
Value ($000) $30,599 Shares 178,871 Est. Cost $64.11 Unrealized +126.3%
DCI Donaldson 3.0%
Value ($000) $30,040 Shares 506,913 Est. Cost $29.93 Unrealized +84.7%
FedEx 3.0%
Value ($000) $30,033 Shares 116,120 Est. Cost $110.30 Unrealized
PEP PepsiCo 3.0%
Value ($000) $29,696 Shares 170,951 Est. Cost $61.43 Unrealized +133.5%
INTC Intel 2.6%
Value ($000) $26,373 Shares 512,100 Est. Cost $19.20 Unrealized +146.3%
HON Honeywell International 2.6%
Value ($000) $26,169 Shares 125,507 Est. Cost $79.67 Unrealized +132.3%
EMR Emerson Electric 2.5%
Value ($000) $25,210 Shares 271,165 Est. Cost $42.45 Unrealized +103.8%
KO Coca-Cola 2.5%
Value ($000) $24,988 Shares 422,021 Est. Cost $29.56 Unrealized +66.4%
PCAR Paccar 2.3%
Value ($000) $22,546 Shares 255,445 Est. Cost $24.27 Unrealized +100.9%
INTU Intuit 2.2%
Value ($000) $22,226 Shares 34,554 Est. Cost $289.05 Unrealized +108.1%
MKC McCormick 2.1%
Value ($000) $21,415 Shares 221,664 Est. Cost $64.89 Unrealized +19.8%
ISRG Intuitive Surgical 2.1%
Value ($000) $20,783 Shares 57,843 Est. Cost $293.42 Unrealized +17.3%
BDX Becton Dickinson 2.0%
Value ($000) $20,389 Shares 81,075 Est. Cost $171.30 Unrealized +30.5%
ALC Alcon 2.0%
Value ($000) $19,949 Shares 228,982 Est. Cost $59.42 Unrealized +36.8%
National Instruments 1.9%
Value ($000) $19,211 Shares 439,914 Est. Cost $29.71 Unrealized
CTAS Cintas 1.9%
Value ($000) $18,864 Shares 42,566 Est. Cost $60.64 Unrealized +71.1%
AMZN Amazon 1.7%
Value ($000) $17,459 Shares 5,236 Est. Cost $114.91 Unrealized +48.9%
SYK Stryker 1.5%
Value ($000) $15,321 Shares 57,292 Est. Cost $187.16 Unrealized +34.2%
3M Company 1.5%
Value ($000) $15,296 Shares 86,114 Est. Cost $116.60 Unrealized
NVS Novartis AG 1.5%
Value ($000) $14,756 Shares 168,702 Est. Cost $73.79 Unrealized
APD Air Products 1.5%
Value ($000) $14,608 Shares 48,013 Est. Cost $215.62 Unrealized +22.3%
UPS United Parcel Svc Cl B 0.6%
Value ($000) $5,872 Shares 27,398 Est. Cost $58.18 Unrealized +189.7%
TMO Thermo Fisher 0.6%
Value ($000) $5,600 Shares 8,393 Est. Cost $617.25 Unrealized 0.0%
APH Amphenol 0.6%
Value ($000) $5,591 Shares 63,922 Est. Cost $38.92 Unrealized 0.0%
ADBE Adobe 0.6%
Value ($000) $5,584 Shares 9,848 Est. Cost $602.60 Unrealized +3.7%
IWB Ishares Tr Russell 1000 ETF 0.4%
Value ($000) $4,084 Shares 15,444 Est. Cost $264.44 Unrealized
SJT San Juan Basin Royalty Trust 0.3%
Value ($000) $3,442 Shares 565,191 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.3%
Value ($000) $2,931 Shares 47,898 Est. Cost $82.52 Unrealized
Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $2,323 Shares 802 Est. Cost $1391.47 Unrealized
Abbvie Inc. Com 0.2%
Value ($000) $2,057 Shares 15,188 Est. Cost $53.23 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,985 Shares 5,524 Est. Cost $281.98 Unrealized
Lam Research Corp. 0.2%
Value ($000) $1,602 Shares 2,227 Est. Cost $278.74 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,553 Shares 150,357 Est. Cost $15.30 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $1,337 Shares 9,289 Est. Cost $60.95 Unrealized +120.5%
EFA Ishares Tr MSCI Eafe Idx 0.1%
Value ($000) $1,207 Shares 15,337 Est. Cost $78.70 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $1,198 Shares 10,210 Est. Cost $74.44 Unrealized +29.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $1,150 Shares 4,448 Est. Cost $91.06 Unrealized +141.4%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $1,091 Shares 2,172 Est. Cost $231.21 Unrealized +82.6%
DMLP Dorchester Minerals LP 0.1%
Value ($000) $1,037 Shares 52,423 Est. Cost $22.60 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $1,022 Shares 1,697 Est. Cost $35.16 Unrealized +81.7%
JPM J.P. Morgan Chase & Co. 0.1%
Value ($000) $984 Shares 6,215 Est. Cost $103.66 Unrealized +42.6%
IWR Ishares Tr Rus Mid Cap ETF 0.1%
Value ($000) $939 Shares 11,317 Est. Cost $82.97 Unrealized
CRM Salesforce Com Inc 0.1%
Value ($000) $919 Shares 3,615 Est. Cost $232.36 Unrealized +19.5%
Medtronic PLC 0.1%
Value ($000) $900 Shares 8,699 Est. Cost $91.14 Unrealized
Meta Platforms, Inc. 0.1%
Value ($000) $830 Shares 2,467 Est. Cost $336.44 Unrealized
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $786 Shares 4,168 Est. Cost $131.16 Unrealized +64.6%
Blackstone Group Inc. 0.1%
Value ($000) $742 Shares 5,736 Est. Cost $77.96 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $712 Shares 1,716 Est. Cost $132.21 Unrealized +159.6%
Blackrock Inc 0.1%
Value ($000) $701 Shares 766 Est. Cost $553.61 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $691 Shares 9,567 Est. Cost $52.33 Unrealized +19.7%
Nvidia 0.1%
Value ($000) $648 Shares 2,202 Est. Cost $282.19 Unrealized
DIS Walt Disney 0.1%
Value ($000) $635 Shares 4,097 Est. Cost $134.50 Unrealized +17.3%
WM Waste Management Inc Del 0.1%
Value ($000) $584 Shares 3,500 Est. Cost $69.05 Unrealized +118.2%
SBR Sabine Royalty Trust UBI 0.1%
Value ($000) $584 Shares 14,000 Est. Cost $51.64 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $576 Shares 8,694 Est. Cost $48.76 Unrealized +13.4%
IJH Ishares Tr S&P Midcap 400 0.1%
Value ($000) $560 Shares 1,978 Est. Cost $212.63 Unrealized
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $559 Shares 10,955 Est. Cost $44.35 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $554 Shares 1,852 Est. Cost $120.10 Unrealized +138.5%
VWO Vanguard Intl Eqty Idx Emr Mkt 0.1%
Value ($000) $512 Shares 10,349 Est. Cost $49.75 Unrealized
CVS CVS Health 0.0%
Value ($000) $493 Shares 4,783 Est. Cost $70.32 Unrealized +14.5%
MRK Merck & Co Inc New 0.0%
Value ($000) $476 Shares 6,216 Est. Cost $65.29 Unrealized +7.0%
NKE Nike Inc CL B 0.0%
Value ($000) $469 Shares 2,813 Est. Cost $86.36 Unrealized +79.0%
IBM International Business Machine 0.0%
Value ($000) $450 Shares 3,365 Est. Cost $105.83 Unrealized +0.6%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $449 Shares 155 Est. Cost $2014.73 Unrealized
IYT IShares Tr Trans Avg ETF 0.0%
Value ($000) $425 Shares 1,537 Est. Cost $218.85 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $399 Shares 5,078 Est. Cost $45.18 Unrealized +52.2%
CNC Centene Corp Del 0.0%
Value ($000) $393 Shares 4,768 Est. Cost $58.81 Unrealized +24.6%
Spdr Series Trust S&P Biotech 0.0%
Value ($000) $373 Shares 3,336 Est. Cost $112.00 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $373 Shares 7,336 Est. Cost $25.23 Unrealized +84.7%
IJR Ishares Tr S&P Sml Cap 600 0.0%
Value ($000) $368 Shares 3,215 Est. Cost $114.46 Unrealized
VB Vanguard Index Fds Small Cp ET 0.0%
Value ($000) $362 Shares 1,600 Est. Cost $226.25 Unrealized
NOW ServiceNow Inc Com 0.0%
Value ($000) $354 Shares 545 Est. Cost $81.75 Unrealized +60.6%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $350 Shares 200 Est. Cost $18.51 Unrealized +90.2%
Workday Inc Cl A 0.0%
Value ($000) $344 Shares 1,261 Est. Cost $248.60 Unrealized
S&P Global Inc 0.0%
Value ($000) $322 Shares 683 Est. Cost $425.15 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $314 Shares 883 Est. Cost $318.05 Unrealized -2.9%
MCD McDonald's Corp. 0.0%
Value ($000) $306 Shares 1,142 Est. Cost $161.00 Unrealized +42.6%
Shopify Inc Cl A 0.0%
Value ($000) $296 Shares 215 Est. Cost $1034.71 Unrealized
Costco Wholesale Corp New 0.0%
Value ($000) $292 Shares 514 Est. Cost $397.68 Unrealized
PSX Phillips 66 COM 0.0%
Value ($000) $267 Shares 3,688 Est. Cost $47.97 Unrealized +34.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $265 Shares 1,109 Est. Cost $33.93 Unrealized +20.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $252 Shares 1,600 Est. Cost $105.71 Unrealized +32.1%
DHR Danaher Corp 0.0%
Value ($000) $244 Shares 743 Est. Cost $217.14 Unrealized +24.4%
PFE Pfizer, Inc. 0.0%
Value ($000) $231 Shares 3,915 Est. Cost $40.23 Unrealized 0.0%
Target 0.0%
Value ($000) $221 Shares 956 Est. Cost $241.88 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $209 Shares 1,108 Est. Cost $167.96 Unrealized +1.3%
NOK Nokia 0.0%
Value ($000) $81 Shares 13,000 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $57 Shares 13,482 Est. Cost $11.13 Unrealized