MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 6, 2022

Total Value ($000): $772,024 (100.0% shares, 0.0% debt)

Holdings (90)

MSFT Microsoft 9.4%
Value ($000) $72,414 Shares 310,922 Est. Cost $28.25 Unrealized +809.2%
AAPL Apple 6.6%
Value ($000) $50,919 Shares 368,445 Est. Cost $90.32 Unrealized +70.8%
NDSN Nordson 6.1%
Value ($000) $46,750 Shares 220,237 Est. Cost $60.71 Unrealized +253.9%
ADP Automatic Data Processing 5.6%
Value ($000) $42,938 Shares 189,829 Est. Cost $48.66 Unrealized +350.2%
ITW Illinois Tool Works 4.1%
Value ($000) $31,882 Shares 176,486 Est. Cost $53.50 Unrealized +239.6%
JNJ Johnson & Johnson 3.8%
Value ($000) $29,592 Shares 181,146 Est. Cost $64.11 Unrealized +138.5%
PEP Pepsico 3.7%
Value ($000) $28,291 Shares 173,289 Est. Cost $62.40 Unrealized +147.5%
PG Procter & Gamble 3.4%
Value ($000) $26,351 Shares 208,723 Est. Cost $57.34 Unrealized +127.7%
DCI Donaldson 3.3%
Value ($000) $25,427 Shares 518,811 Est. Cost $30.11 Unrealized +64.1%
DOV Dover 3.2%
Value ($000) $24,840 Shares 213,075 Est. Cost $44.37 Unrealized +175.6%
KO Coca-Cola 3.1%
Value ($000) $24,012 Shares 428,629 Est. Cost $29.87 Unrealized +87.7%
ECL Ecolab 3.1%
Value ($000) $23,677 Shares 163,946 Est. Cost $78.02 Unrealized +100.0%
PCAR Paccar 2.8%
Value ($000) $21,913 Shares 261,831 Est. Cost $24.67 Unrealized +103.9%
HON Honeywell International 2.8%
Value ($000) $21,412 Shares 128,239 Est. Cost $79.67 Unrealized +103.5%
EMR Emerson Electric 2.6%
Value ($000) $20,446 Shares 279,241 Est. Cost $43.40 Unrealized +78.8%
TSM Taiwan Semiconductor 2.6%
Value ($000) $20,247 Shares 295,314 Est. Cost $43.19 Unrealized
BDX Becton Dickinson 2.4%
Value ($000) $18,500 Shares 83,022 Est. Cost $172.41 Unrealized +36.0%
FedEx 2.3%
Value ($000) $17,715 Shares 119,318 Est. Cost $111.58 Unrealized
CTAS Cintas 2.3%
Value ($000) $17,699 Shares 45,593 Est. Cost $62.91 Unrealized +57.5%
National Instruments 2.2%
Value ($000) $16,759 Shares 444,068 Est. Cost $29.71 Unrealized
MKC McCormick 2.1%
Value ($000) $16,348 Shares 229,379 Est. Cost $65.46 Unrealized +18.3%
INTU Intuit 1.9%
Value ($000) $14,746 Shares 38,073 Est. Cost $302.36 Unrealized +39.8%
Alcon 1.8%
Value ($000) $13,905 Shares 239,003 Est. Cost $78.88 Unrealized
INTC Intel 1.8%
Value ($000) $13,720 Shares 532,408 Est. Cost $19.77 Unrealized +63.4%
AMZN Amazon 1.8%
Value ($000) $13,687 Shares 121,126 Est. Cost $124.81 Unrealized +1.3%
APD Air Products 1.7%
Value ($000) $13,364 Shares 57,423 Est. Cost $217.55 Unrealized +4.1%
SYK Stryker 1.7%
Value ($000) $12,901 Shares 63,694 Est. Cost $191.39 Unrealized +6.1%
TMO Thermo Fisher 1.7%
Value ($000) $12,839 Shares 25,314 Est. Cost $581.73 Unrealized -4.7%
APH Amphenol 1.7%
Value ($000) $12,752 Shares 190,441 Est. Cost $37.37 Unrealized -5.8%
Intuitive Surgical 1.6%
Value ($000) $12,666 Shares 67,572 Est. Cost $292.72 Unrealized
ADBE Adobe 1.1%
Value ($000) $8,510 Shares 30,923 Est. Cost $503.51 Unrealized -24.9%
SJT San Juan Basin Royalty Trust 0.7%
Value ($000) $5,313 Shares 565,191 Est. Cost $16.05 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $4,388 Shares 50,263 Est. Cost $82.66 Unrealized
UPS United Parcel Service 0.6%
Value ($000) $4,303 Shares 26,635 Est. Cost $58.18 Unrealized +175.9%
Black Stone Minerals L Com Uni 0.3%
Value ($000) $2,230 Shares 142,512 Est. Cost $15.30 Unrealized
ABBV Abbvie Inc. 0.3%
Value ($000) $1,996 Shares 14,873 Est. Cost $126.41 Unrealized +0.6%
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1,599 Shares 16,720 Est. Cost $111.30 Unrealized -1.1%
Mastercard Inc Cl A 0.2%
Value ($000) $1,429 Shares 5,025 Est. Cost $282.38 Unrealized
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $1,310 Shares 52,423 Est. Cost $22.60 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $1,278 Shares 8,898 Est. Cost $74.44 Unrealized +78.4%
UNH Unitedhealth Group 0.1%
Value ($000) $1,041 Shares 2,061 Est. Cost $231.21 Unrealized +114.1%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $995 Shares 14,000 Est. Cost $51.64 Unrealized
NVS Novartis Ag 0.1%
Value ($000) $934 Shares 12,288 Est. Cost $73.79 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $856 Shares 8,188 Est. Cost $105.54 Unrealized +0.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $791 Shares 4,210 Est. Cost $97.85 Unrealized +86.4%
DHR Danaher Corp 0.1%
Value ($000) $710 Shares 2,749 Est. Cost $236.69 Unrealized +1.7%
Lam Resh Corp 0.1%
Value ($000) $702 Shares 1,919 Est. Cost $278.74 Unrealized
Medtronic Plc 0.1%
Value ($000) $669 Shares 8,288 Est. Cost $91.14 Unrealized
HD Home Depot 0.1%
Value ($000) $599 Shares 2,169 Est. Cost $188.97 Unrealized +43.2%
CRM Salesforce Inc. 0.1%
Value ($000) $586 Shares 4,074 Est. Cost $228.15 Unrealized -26.6%
WM Waste Management Inc Del 0.1%
Value ($000) $561 Shares 3,500 Est. Cost $69.05 Unrealized +126.7%
DIS Walt Disney 0.1%
Value ($000) $512 Shares 5,433 Est. Cost $132.70 Unrealized -21.2%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $495 Shares 1,852 Est. Cost $120.10 Unrealized +136.9%
META Meta Platforms 0.1%
Value ($000) $484 Shares 3,570 Est. Cost $229.08 Unrealized -29.7%
COP Conocophillips 0.1%
Value ($000) $471 Shares 4,603 Est. Cost $52.33 Unrealized +68.5%
BMY Bristol Myers Squibb 0.1%
Value ($000) $470 Shares 6,615 Est. Cost $64.97 Unrealized -4.1%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $454 Shares 7,167 Est. Cost $61.36 Unrealized +38.8%
BX Blackstone Inc Com 0.1%
Value ($000) $423 Shares 5,055 Est. Cost $107.20 Unrealized -18.6%
MRK Merck & Co Inc 0.1%
Value ($000) $419 Shares 4,860 Est. Cost $66.04 Unrealized +21.8%
Spdr Gold Trust Gold Shs 0.1%
Value ($000) $410 Shares 2,650 Est. Cost $168.30 Unrealized
IBM International Business Machine 0.1%
Value ($000) $400 Shares 3,365 Est. Cost $105.83 Unrealized +9.3%
Alphabet Inc Cap Sk Cl C 0.1%
Value ($000) $398 Shares 4,140 Est. Cost $206.42 Unrealized
NVDA Nvidia 0.0%
Value ($000) $377 Shares 3,105 Est. Cost $24.55 Unrealized -35.7%
PYPL Paypal 0.0%
Value ($000) $373 Shares 4,330 Est. Cost $131.43 Unrealized -32.7%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $362 Shares 6,610 Est. Cost $48.76 Unrealized +16.1%
SYY Sysco Corp 0.0%
Value ($000) $354 Shares 5,011 Est. Cost $45.18 Unrealized +67.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $351 Shares 1,891 Est. Cost $36.96 Unrealized -0.7%
V Visa Inc-Class A Shrs 0.0%
Value ($000) $336 Shares 1,890 Est. Cost $206.34 Unrealized -3.9%
MLM Martin Marietta Matls 0.0%
Value ($000) $326 Shares 1,011 Est. Cost $374.29 Unrealized -11.4%
FFIN First Financial Bankshares 0.0%
Value ($000) $307 Shares 7,336 Est. Cost $25.23 Unrealized +58.0%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $301 Shares 200 Est. Cost $20.37 Unrealized +52.2%
Blackrock Inc 0.0%
Value ($000) $300 Shares 546 Est. Cost $565.16 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $296 Shares 1,456 Est. Cost $192.56 Unrealized +1.9%
UNP Union Pacific Corp. 0.0%
Value ($000) $296 Shares 1,520 Est. Cost $208.49 Unrealized -2.0%
S&p Global Inc 0.0%
Value ($000) $293 Shares 961 Est. Cost $384.86 Unrealized
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $291 Shares 1,326 Est. Cost $212.63 Unrealized
CVS Cvs Health 0.0%
Value ($000) $285 Shares 2,992 Est. Cost $70.32 Unrealized +24.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $273 Shares 1,665 Est. Cost $87.56 Unrealized -1.1%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $268 Shares 7,372 Est. Cost $44.35 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $264 Shares 1,142 Est. Cost $174.22 Unrealized +35.6%
CFR Cullen Frost Bank 0.0%
Value ($000) $249 Shares 1,880 Est. Cost $123.52 Unrealized -4.6%
Linde Plc Com 0.0%
Value ($000) $246 Shares 912 Est. Cost $287.28 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $239 Shares 1,017 Est. Cost $22.21 Unrealized 0.0%
NKE Nike 0.0%
Value ($000) $236 Shares 2,834 Est. Cost $86.80 Unrealized +17.0%
COST Costco Whsl Corp New 0.0%
Value ($000) $218 Shares 461 Est. Cost $500.83 Unrealized -0.6%
WFC Wells Fargo Co. 0.0%
Value ($000) $217 Shares 5,396 Est. Cost $48.49 Unrealized -18.8%
C Citigroup Inc 0.0%
Value ($000) $215 Shares 5,168 Est. Cost $53.50 Unrealized -18.4%
CL Colgate Palmolive 0.0%
Value ($000) $202 Shares 2,877 Est. Cost $72.33 Unrealized +0.2%
NOK Nokia 0.0%
Value ($000) $56 Shares 13,126 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $45 Shares 13,917 Est. Cost $10.94 Unrealized