MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $925,269 (100.0% shares, 0.0% debt)

Holdings (99)

MSFT Microsoft 10.4%
Value ($000) $96,357 Shares 312,532 Est. Cost $28.25 Unrealized +931.4%
AAPL Apple 6.9%
Value ($000) $63,848 Shares 365,659 Est. Cost $90.32 Unrealized +82.5%
NDSN Nordson 5.4%
Value ($000) $49,591 Shares 218,385 Est. Cost $60.71 Unrealized +261.2%
ADP Automatic Data Processing 4.6%
Value ($000) $42,972 Shares 188,856 Est. Cost $48.66 Unrealized +304.7%
ITW Illinois Tool Works 4.0%
Value ($000) $36,760 Shares 175,549 Est. Cost $53.50 Unrealized +280.7%
DOV Dover 3.6%
Value ($000) $32,994 Shares 210,289 Est. Cost $44.37 Unrealized +251.7%
JNJ Johnson & Johnson 3.5%
Value ($000) $31,928 Shares 180,150 Est. Cost $64.11 Unrealized +136.8%
PG Procter & Gamble 3.4%
Value ($000) $31,548 Shares 206,464 Est. Cost $57.34 Unrealized +147.9%
TSM Taiwan Semiconductor 3.3%
Value ($000) $30,416 Shares 291,730 Est. Cost $43.19 Unrealized
PEP Pepsico 3.1%
Value ($000) $28,519 Shares 170,382 Est. Cost $61.43 Unrealized +141.6%
ECL Ecolab 3.1%
Value ($000) $28,354 Shares 160,591 Est. Cost $77.14 Unrealized +132.7%
FedEx 2.9%
Value ($000) $27,080 Shares 117,031 Est. Cost $110.30 Unrealized
EMR Emerson Electric 2.9%
Value ($000) $26,683 Shares 272,137 Est. Cost $42.45 Unrealized +106.0%
DCI Donaldson 2.9%
Value ($000) $26,421 Shares 508,784 Est. Cost $29.93 Unrealized +70.7%
KO Coca-Cola 2.8%
Value ($000) $26,130 Shares 421,457 Est. Cost $29.56 Unrealized +82.9%
INTC Intel 2.8%
Value ($000) $25,515 Shares 514,825 Est. Cost $19.20 Unrealized +140.5%
HON Honeywell International 2.7%
Value ($000) $24,524 Shares 126,037 Est. Cost $79.67 Unrealized +113.8%
PCAR Paccar 2.4%
Value ($000) $22,518 Shares 255,679 Est. Cost $24.27 Unrealized +116.0%
MKC McCormick 2.4%
Value ($000) $22,172 Shares 222,165 Est. Cost $64.89 Unrealized +38.0%
BDX Becton Dickinson 2.3%
Value ($000) $21,560 Shares 81,054 Est. Cost $171.30 Unrealized +40.7%
CTAS Cintas 2.0%
Value ($000) $18,807 Shares 44,212 Est. Cost $61.88 Unrealized +51.7%
Intuitive Surgical 2.0%
Value ($000) $18,669 Shares 61,882 Est. Cost $301.69 Unrealized
Alcon 2.0%
Value ($000) $18,376 Shares 231,638 Est. Cost $79.33 Unrealized
AMZN Amazon 2.0%
Value ($000) $18,282 Shares 5,608 Est. Cost $117.54 Unrealized +31.5%
National Instruments 1.9%
Value ($000) $17,865 Shares 440,127 Est. Cost $29.71 Unrealized
INTU Intuit 1.8%
Value ($000) $17,048 Shares 35,455 Est. Cost $294.40 Unrealized +69.7%
SYK Stryker 1.7%
Value ($000) $15,965 Shares 59,715 Est. Cost $189.64 Unrealized +30.9%
APD Air Products 1.4%
Value ($000) $13,247 Shares 53,009 Est. Cost $217.15 Unrealized +6.8%
TMO Thermo Fisher 1.4%
Value ($000) $13,105 Shares 22,187 Est. Cost $586.73 Unrealized -3.2%
APH Amphenol 1.3%
Value ($000) $12,294 Shares 163,152 Est. Cost $37.95 Unrealized -1.7%
ADBE Adobe 1.2%
Value ($000) $11,412 Shares 25,048 Est. Cost $528.87 Unrealized -9.0%
UPS United Parcel Service 0.6%
Value ($000) $5,876 Shares 27,399 Est. Cost $58.18 Unrealized +204.5%
SJT San Juan Basin Royalty Trust 0.5%
Value ($000) $4,957 Shares 565,191 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.4%
Value ($000) $3,956 Shares 47,898 Est. Cost $82.52 Unrealized
ABBV ABBVIE INC. 0.3%
Value ($000) $2,757 Shares 17,010 Est. Cost $126.41 Unrealized 0.0%
GOOGL Alphabet 0.2%
Value ($000) $2,289 Shares 823 Est. Cost $134.81 Unrealized 0.0%
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,918 Shares 142,512 Est. Cost $15.30 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $1,765 Shares 4,938 Est. Cost $281.98 Unrealized
NVS Novartis Ag 0.2%
Value ($000) $1,634 Shares 18,622 Est. Cost $73.79 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $1,504 Shares 9,239 Est. Cost $74.44 Unrealized +64.9%
DMLP Dorchester Minerals Lp 0.1%
Value ($000) $1,360 Shares 52,423 Est. Cost $22.60 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $1,051 Shares 2,061 Est. Cost $231.21 Unrealized +95.1%
Lam Resh Corp 0.1%
Value ($000) $1,026 Shares 1,908 Est. Cost $278.74 Unrealized
CRM Salesforce Inc. 0.1%
Value ($000) $975 Shares 4,594 Est. Cost $228.15 Unrealized -6.8%
Medtronic Plc 0.1%
Value ($000) $920 Shares 8,288 Est. Cost $91.14 Unrealized
NVDA Nvidia 0.1%
Value ($000) $851 Shares 3,119 Est. Cost $25.03 Unrealized 0.0%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $808 Shares 14,000 Est. Cost $51.64 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $803 Shares 5,889 Est. Cost $103.66 Unrealized +28.9%
LOW Lowes Cos Inc 0.1%
Value ($000) $786 Shares 3,886 Est. Cost $91.06 Unrealized +134.3%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $765 Shares 6,997 Est. Cost $60.95 Unrealized +95.9%
DHR Danaher Corp 0.1%
Value ($000) $752 Shares 2,564 Est. Cost $237.45 Unrealized +3.5%
HD Home Depot 0.1%
Value ($000) $747 Shares 2,495 Est. Cost $188.97 Unrealized +66.2%
DIS Walt Disney 0.1%
Value ($000) $671 Shares 4,895 Est. Cost $135.60 Unrealized +4.2%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $654 Shares 1,852 Est. Cost $120.10 Unrealized +169.3%
BX Blackstone Inc Com 0.1%
Value ($000) $642 Shares 5,055 Est. Cost $107.20 Unrealized 0.0%
NFLX Netflix Inc 0.1%
Value ($000) $635 Shares 1,694 Est. Cost $35.16 Unrealized +18.4%
MMM 3M CO 0.1%
Value ($000) $627 Shares 4,210 Est. Cost $114.60 Unrealized 0.0%
Alphabet Inc Cap Sk Cl C 0.1%
Value ($000) $598 Shares 214 Est. Cost $2229.69 Unrealized
PYPL Paypal 0.1%
Value ($000) $582 Shares 5,029 Est. Cost $131.43 Unrealized +1.0%
WM Waste Management Inc Del 0.1%
Value ($000) $555 Shares 3,500 Est. Cost $69.05 Unrealized +106.4%
COP Conocophillips 0.1%
Value ($000) $546 Shares 5,465 Est. Cost $52.33 Unrealized +52.2%
META Meta Platforms 0.1%
Value ($000) $526 Shares 2,365 Est. Cost $248.19 Unrealized 0.0%
Blackrock Inc 0.0%
Value ($000) $451 Shares 590 Est. Cost $553.61 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $441 Shares 1,890 Est. Cost $36.96 Unrealized +11.7%
IBM International Business Machine 0.0%
Value ($000) $438 Shares 3,365 Est. Cost $105.83 Unrealized +5.9%
SYY Sysco Corp 0.0%
Value ($000) $415 Shares 5,081 Est. Cost $45.18 Unrealized +60.8%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $415 Shares 6,610 Est. Cost $48.76 Unrealized +20.3%
MRK Merck & Co Inc 0.0%
Value ($000) $395 Shares 4,820 Est. Cost $65.29 Unrealized +7.0%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $385 Shares 5,174 Est. Cost $74.41 Unrealized
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $377 Shares 238 Est. Cost $20.37 Unrealized +47.9%
NKE Nike 0.0%
Value ($000) $375 Shares 2,784 Est. Cost $86.36 Unrealized +52.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $367 Shares 637 Est. Cost $500.83 Unrealized 0.0%
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $356 Shares 1,326 Est. Cost $212.63 Unrealized
MLM Martin Marietta Matls 0.0%
Value ($000) $356 Shares 926 Est. Cost $378.22 Unrealized 0.0%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $354 Shares 7,372 Est. Cost $44.35 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $352 Shares 1,424 Est. Cost $174.22 Unrealized +30.7%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $345 Shares 555 Est. Cost $89.50 Unrealized 0.0%
FFIN First Financial Bankshares 0.0%
Value ($000) $324 Shares 7,336 Est. Cost $25.23 Unrealized +74.4%
CVS Cvs Health 0.0%
Value ($000) $303 Shares 2,992 Est. Cost $70.32 Unrealized +30.8%
C Citigroup Inc 0.0%
Value ($000) $276 Shares 5,168 Est. Cost $53.50 Unrealized 0.0%
WFC Wells Fargo Co. 0.0%
Value ($000) $276 Shares 5,690 Est. Cost $48.49 Unrealized 0.0%
XYZ Block, Inc. 0.0%
Value ($000) $267 Shares 1,968 Est. Cost $121.07 Unrealized 0.0%
CFR Cullen Frost Bank 0.0%
Value ($000) $260 Shares 1,877 Est. Cost $123.52 Unrealized 0.0%
BAC Bank Of America Corporation Ne 0.0%
Value ($000) $258 Shares 6,255 Est. Cost $40.82 Unrealized 0.0%
CAT Caterpillar Inc Del 0.0%
Value ($000) $251 Shares 1,125 Est. Cost $195.46 Unrealized 0.0%
NOW Servicenow Inc Com 0.0%
Value ($000) $248 Shares 445 Est. Cost $81.75 Unrealized +37.1%
V VISA INC-CLASS A SHRS 0.0%
Value ($000) $246 Shares 1,110 Est. Cost $210.05 Unrealized 0.0%
Halozyme Therapeutics Com 0.0%
Value ($000) $242 Shares 6,071 Est. Cost $39.86 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $218 Shares 2,877 Est. Cost $72.33 Unrealized 0.0%
S&p Global Inc 0.0%
Value ($000) $214 Shares 521 Est. Cost $425.15 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $211 Shares 1,600 Est. Cost $105.71 Unrealized +25.7%
LAD Lithia Mtrs Inc Com 0.0%
Value ($000) $210 Shares 701 Est. Cost $312.17 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $209 Shares 1,019 Est. Cost $196.64 Unrealized 0.0%
PFE Pfizer 0.0%
Value ($000) $203 Shares 3,915 Est. Cost $40.23 Unrealized +5.6%
Target 0.0%
Value ($000) $203 Shares 956 Est. Cost $241.88 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $203 Shares 1,108 Est. Cost $167.96 Unrealized -6.4%
CLVT Clarivate Plc Ord Shs 0.0%
Value ($000) $193 Shares 11,512 Est. Cost $16.58 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $71 Shares 13,000 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $65 Shares 13,482 Est. Cost $11.13 Unrealized