MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 28, 2022

Total Value ($000): $810,093 (100.0% shares, 0.0% debt)

Holdings (93)

MSFT Microsoft 9.9%
Value ($000) $79,871 Shares 310,986 Est. Cost $28.25 Unrealized +832.4%
AAPL Apple 6.2%
Value ($000) $50,266 Shares 367,659 Est. Cost $90.32 Unrealized +64.6%
NDSN Nordson 5.5%
Value ($000) $44,457 Shares 219,604 Est. Cost $60.71 Unrealized +236.1%
ADP Automatic Data Processing 4.9%
Value ($000) $39,779 Shares 189,386 Est. Cost $48.66 Unrealized +316.1%
ITW Illinois Tool Works 3.9%
Value ($000) $31,990 Shares 175,526 Est. Cost $53.50 Unrealized +242.0%
JNJ Johnson & Johnson 3.9%
Value ($000) $31,974 Shares 180,124 Est. Cost $64.11 Unrealized +149.5%
PG Procter & Gamble 3.7%
Value ($000) $29,807 Shares 207,294 Est. Cost $57.34 Unrealized +139.4%
PEP Pepsico 3.5%
Value ($000) $28,709 Shares 172,263 Est. Cost $62.40 Unrealized +140.1%
FedEx 3.3%
Value ($000) $26,827 Shares 118,330 Est. Cost $111.58 Unrealized
KO Coca-Cola 3.3%
Value ($000) $26,820 Shares 426,323 Est. Cost $29.87 Unrealized +90.1%
DOV Dover 3.2%
Value ($000) $25,629 Shares 211,254 Est. Cost $44.37 Unrealized +190.9%
ECL Ecolab 3.1%
Value ($000) $24,928 Shares 162,121 Est. Cost $77.14 Unrealized +106.1%
DCI Donaldson 3.1%
Value ($000) $24,742 Shares 513,969 Est. Cost $30.11 Unrealized +57.5%
TSM Taiwan Semiconductor 3.0%
Value ($000) $23,984 Shares 293,378 Est. Cost $43.19 Unrealized
HON Honeywell International 2.7%
Value ($000) $22,107 Shares 127,188 Est. Cost $79.67 Unrealized +108.7%
EMR Emerson Electric 2.7%
Value ($000) $21,960 Shares 276,086 Est. Cost $43.01 Unrealized +90.4%
PCAR Paccar 2.6%
Value ($000) $21,404 Shares 259,947 Est. Cost $24.67 Unrealized +96.8%
BDX Becton Dickinson 2.5%
Value ($000) $20,319 Shares 82,419 Est. Cost $172.41 Unrealized +38.3%
INTC Intel 2.4%
Value ($000) $19,581 Shares 523,417 Est. Cost $19.55 Unrealized +107.8%
MKC McCormick 2.3%
Value ($000) $18,856 Shares 226,499 Est. Cost $65.31 Unrealized +33.3%
CTAS Cintas 2.1%
Value ($000) $16,851 Shares 45,112 Est. Cost $62.53 Unrealized +50.8%
Alcon 2.0%
Value ($000) $16,482 Shares 235,824 Est. Cost $79.16 Unrealized
INTU Intuit 1.8%
Value ($000) $14,358 Shares 37,251 Est. Cost $299.71 Unrealized +35.0%
National Instruments 1.7%
Value ($000) $13,811 Shares 442,231 Est. Cost $29.71 Unrealized
APD Air Products 1.7%
Value ($000) $13,524 Shares 56,236 Est. Cost $217.37 Unrealized +1.6%
TMO Thermo Fisher 1.7%
Value ($000) $13,476 Shares 24,804 Est. Cost $582.29 Unrealized -6.5%
Intuitive Surgical 1.6%
Value ($000) $13,090 Shares 65,218 Est. Cost $296.52 Unrealized
AMZN Amazon 1.5%
Value ($000) $12,536 Shares 118,034 Est. Cost $124.77 Unrealized +0.3%
SYK Stryker 1.5%
Value ($000) $12,386 Shares 62,261 Est. Cost $191.12 Unrealized +18.2%
APH Amphenol 1.5%
Value ($000) $11,872 Shares 184,404 Est. Cost $37.44 Unrealized -10.3%
ADBE Adobe 1.3%
Value ($000) $10,447 Shares 28,540 Est. Cost $513.96 Unrealized -20.8%
SJT San Juan Basin Royalty Trust 0.6%
Value ($000) $4,906 Shares 565,191 Est. Cost $16.05 Unrealized
UPS United Parcel Service 0.6%
Value ($000) $4,862 Shares 26,634 Est. Cost $58.18 Unrealized +163.6%
Exxon Mobil Corp 0.5%
Value ($000) $4,296 Shares 50,163 Est. Cost $82.66 Unrealized
ABBV Abbvie Inc. 0.3%
Value ($000) $2,286 Shares 14,928 Est. Cost $126.41 Unrealized +6.1%
Black Stone Minerals L Com Uni 0.2%
Value ($000) $1,951 Shares 142,512 Est. Cost $15.30 Unrealized
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1,937 Shares 889 Est. Cost $133.48 Unrealized -12.5%
Mastercard Inc Cl A 0.2%
Value ($000) $1,577 Shares 4,998 Est. Cost $282.38 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $1,287 Shares 8,891 Est. Cost $74.44 Unrealized +91.7%
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $1,250 Shares 52,423 Est. Cost $22.60 Unrealized
NVS Novartis Ag 0.1%
Value ($000) $1,079 Shares 12,761 Est. Cost $73.79 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $1,059 Shares 2,061 Est. Cost $231.21 Unrealized +103.7%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $852 Shares 14,000 Est. Cost $51.64 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $829 Shares 7,364 Est. Cost $105.53 Unrealized +7.1%
Lam Resh Corp 0.1%
Value ($000) $818 Shares 1,919 Est. Cost $278.74 Unrealized
CRM Salesforce Inc. 0.1%
Value ($000) $759 Shares 4,600 Est. Cost $228.15 Unrealized -23.5%
Medtronic Plc 0.1%
Value ($000) $744 Shares 8,288 Est. Cost $91.14 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $735 Shares 4,209 Est. Cost $97.85 Unrealized +83.5%
DHR Danaher Corp 0.1%
Value ($000) $697 Shares 2,749 Est. Cost $236.69 Unrealized -4.4%
HD Home Depot 0.1%
Value ($000) $672 Shares 2,449 Est. Cost $188.97 Unrealized +42.4%
META Meta Platforms 0.1%
Value ($000) $576 Shares 3,570 Est. Cost $229.08 Unrealized -16.4%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $539 Shares 7,047 Est. Cost $60.95 Unrealized +53.6%
WM Waste Management Inc Del 0.1%
Value ($000) $535 Shares 3,500 Est. Cost $69.05 Unrealized +114.3%
BMY Bristol Myers Squibb 0.1%
Value ($000) $509 Shares 6,615 Est. Cost $64.97 Unrealized 0.0%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $506 Shares 1,852 Est. Cost $120.10 Unrealized +161.2%
DIS Walt Disney 0.1%
Value ($000) $486 Shares 5,145 Est. Cost $134.28 Unrealized -19.2%
IBM International Business Machine 0.1%
Value ($000) $475 Shares 3,365 Est. Cost $105.83 Unrealized +11.0%
Alphabet Inc Cap Sk Cl C 0.1%
Value ($000) $468 Shares 214 Est. Cost $2229.69 Unrealized
BX Blackstone Inc Com 0.1%
Value ($000) $461 Shares 5,055 Est. Cost $107.20 Unrealized -10.4%
Blackrock Inc 0.1%
Value ($000) $453 Shares 743 Est. Cost $565.16 Unrealized
Spdr Gold Trust Gold Shs 0.1%
Value ($000) $446 Shares 2,650 Est. Cost $168.30 Unrealized
NVDA Nvidia 0.1%
Value ($000) $446 Shares 2,943 Est. Cost $25.03 Unrealized -24.7%
SYY Sysco Corp 0.1%
Value ($000) $431 Shares 5,083 Est. Cost $45.18 Unrealized +67.6%
MRK Merck & Co Inc 0.1%
Value ($000) $421 Shares 4,620 Est. Cost $65.29 Unrealized +21.3%
COP Conocophillips 0.1%
Value ($000) $413 Shares 4,603 Est. Cost $52.33 Unrealized +71.9%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $410 Shares 6,610 Est. Cost $48.76 Unrealized +17.4%
V Visa Inc-Class A Shrs 0.0%
Value ($000) $372 Shares 1,890 Est. Cost $206.34 Unrealized -2.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $366 Shares 1,890 Est. Cost $36.96 Unrealized +3.1%
MCD Mcdonald's Corp. 0.0%
Value ($000) $352 Shares 1,424 Est. Cost $174.22 Unrealized +29.9%
PYPL Paypal 0.0%
Value ($000) $334 Shares 4,779 Est. Cost $131.43 Unrealized -34.1%
S&p Global Inc 0.0%
Value ($000) $324 Shares 961 Est. Cost $384.86 Unrealized
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $311 Shares 238 Est. Cost $20.37 Unrealized +36.8%
UNP Union Pacific Corp. 0.0%
Value ($000) $303 Shares 1,420 Est. Cost $208.79 Unrealized 0.0%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $301 Shares 7,372 Est. Cost $44.35 Unrealized
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $300 Shares 1,326 Est. Cost $212.63 Unrealized
NKE Nike 0.0%
Value ($000) $290 Shares 2,834 Est. Cost $86.80 Unrealized +28.2%
FFIN First Financial Bankshares 0.0%
Value ($000) $288 Shares 7,336 Est. Cost $25.23 Unrealized +49.8%
CMI Cummins Inc 0.0%
Value ($000) $282 Shares 1,456 Est. Cost $192.56 Unrealized -4.9%
COST Costco Whsl Corp New 0.0%
Value ($000) $280 Shares 584 Est. Cost $500.83 Unrealized -3.2%
MLM Martin Marietta Matls 0.0%
Value ($000) $277 Shares 926 Est. Cost $378.22 Unrealized -11.8%
CVS Cvs Health 0.0%
Value ($000) $277 Shares 2,992 Est. Cost $70.32 Unrealized +22.2%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $274 Shares 555 Est. Cost $89.50 Unrealized -0.9%
Halozyme Therapeutics Com 0.0%
Value ($000) $267 Shares 6,071 Est. Cost $39.86 Unrealized
Linde Plc Com 0.0%
Value ($000) $262 Shares 912 Est. Cost $287.28 Unrealized
C Citigroup Inc 0.0%
Value ($000) $238 Shares 5,168 Est. Cost $53.50 Unrealized -18.2%
CL Colgate Palmolive 0.0%
Value ($000) $231 Shares 2,877 Est. Cost $72.33 Unrealized -0.7%
WFC Wells Fargo Co. 0.0%
Value ($000) $223 Shares 5,690 Est. Cost $48.49 Unrealized -17.6%
CFR Cullen Frost Bank 0.0%
Value ($000) $219 Shares 1,879 Est. Cost $123.52 Unrealized -7.7%
NOW Servicenow Inc Com 0.0%
Value ($000) $212 Shares 445 Est. Cost $81.75 Unrealized +16.6%
PFE Pfizer 0.0%
Value ($000) $205 Shares 3,915 Est. Cost $40.23 Unrealized +4.4%
CLVT Clarivate Plc Ord Shs 0.0%
Value ($000) $160 Shares 11,512 Est. Cost $16.58 Unrealized -9.8%
TELFY Telefonica de Espana 0.0%
Value ($000) $71 Shares 13,917 Est. Cost $10.94 Unrealized
NOK Nokia 0.0%
Value ($000) $60 Shares 13,000 Est. Cost $6.75 Unrealized