MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 23, 2023

Total Value ($000): $860 (100.0% shares, 0.0% debt)

Holdings (89)

MSFT Microsoft 8.6%
Value ($000) $74 Shares 308,668 Est. Cost $28.25 Unrealized +728.4%
NDSN Nordson 6.1%
Value ($000) $52 Shares 219,084 Est. Cost $60.71 Unrealized +261.3%
AAPL Apple 5.6%
Value ($000) $48 Shares 367,793 Est. Cost $90.32 Unrealized +55.8%
ADP Automatic Data Processing 5.3%
Value ($000) $45 Shares 189,442 Est. Cost $48.66 Unrealized +370.6%
ITW Illinois Tool Works 4.5%
Value ($000) $39 Shares 176,258 Est. Cost $53.50 Unrealized +269.2%
JNJ Johnson & Johnson 3.7%
Value ($000) $32 Shares 181,702 Est. Cost $64.11 Unrealized +145.0%
PG Procter & Gamble 3.7%
Value ($000) $32 Shares 208,478 Est. Cost $57.34 Unrealized +126.3%
PEP Pepsico 3.6%
Value ($000) $31 Shares 172,688 Est. Cost $62.40 Unrealized +157.8%
DCI Donaldson 3.5%
Value ($000) $31 Shares 518,193 Est. Cost $30.11 Unrealized +80.6%
DOV Dover 3.3%
Value ($000) $29 Shares 212,738 Est. Cost $44.37 Unrealized +188.0%
HON Honeywell International 3.2%
Value ($000) $27 Shares 128,034 Est. Cost $79.67 Unrealized +124.4%
KO Coca-Cola 3.2%
Value ($000) $27 Shares 427,479 Est. Cost $29.87 Unrealized +83.9%
EMR Emerson Electric 3.1%
Value ($000) $27 Shares 278,962 Est. Cost $43.40 Unrealized +94.8%
PCAR Paccar 3.0%
Value ($000) $26 Shares 259,118 Est. Cost $24.67 Unrealized +131.1%
ECL Ecolab 2.8%
Value ($000) $24 Shares 163,775 Est. Cost $78.02 Unrealized +81.8%
TSM Taiwan Semiconductor 2.5%
Value ($000) $22 Shares 294,069 Est. Cost $43.19 Unrealized
BDX Becton Dickinson 2.5%
Value ($000) $21 Shares 83,131 Est. Cost $172.41 Unrealized +29.5%
CTAS Cintas 2.4%
Value ($000) $21 Shares 45,404 Est. Cost $62.91 Unrealized +67.2%
FedEx 2.4%
Value ($000) $20 Shares 117,422 Est. Cost $111.58 Unrealized
MKC McCormick 2.2%
Value ($000) $19 Shares 229,558 Est. Cost $65.46 Unrealized +14.3%
Intuitive Surgical 2.1%
Value ($000) $18 Shares 67,622 Est. Cost $292.72 Unrealized
APD Air Products 2.1%
Value ($000) $18 Shares 57,681 Est. Cost $217.55 Unrealized +19.3%
Alcon 1.9%
Value ($000) $16 Shares 239,628 Est. Cost $78.88 Unrealized
National Instruments 1.9%
Value ($000) $16 Shares 442,980 Est. Cost $29.71 Unrealized
SYK Stryker 1.8%
Value ($000) $16 Shares 64,009 Est. Cost $191.39 Unrealized +14.8%
INTU Intuit 1.7%
Value ($000) $15 Shares 38,125 Est. Cost $302.36 Unrealized +28.6%
APH Amphenol 1.7%
Value ($000) $14 Shares 188,858 Est. Cost $37.37 Unrealized -1.6%
INTC Intel 1.6%
Value ($000) $14 Shares 535,266 Est. Cost $19.77 Unrealized +34.8%
TMO Thermo Fisher 1.6%
Value ($000) $14 Shares 25,206 Est. Cost $581.73 Unrealized -9.8%
ADBE Adobe 1.2%
Value ($000) $10 Shares 30,919 Est. Cost $503.51 Unrealized -36.5%
AMZN Amazon 1.1%
Value ($000) $10 Shares 116,449 Est. Cost $124.81 Unrealized -20.9%
SJT San Juan Basin Royalty Trust 1.1%
Value ($000) $9 Shares 812,306 Est. Cost $11.17 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $5 Shares 49,371 Est. Cost $82.66 Unrealized
UPS United Parcel Service 0.5%
Value ($000) $5 Shares 26,537 Est. Cost $58.18 Unrealized +154.4%
Black Stone Minerals L Com Uni 0.3%
Value ($000) $2 Shares 142,512 Est. Cost $15.30 Unrealized
ABBV Abbvie Inc. 0.3%
Value ($000) $2 Shares 14,243 Est. Cost $126.41 Unrealized +8.6%
Mastercard Inc Cl A 0.2%
Value ($000) $2 Shares 5,025 Est. Cost $282.38 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $2 Shares 8,905 Est. Cost $74.44 Unrealized +105.9%
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $2 Shares 52,423 Est. Cost $22.60 Unrealized
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $1 Shares 15,150 Est. Cost $111.30 Unrealized -15.3%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $1 Shares 14,000 Est. Cost $51.64 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $1 Shares 8,188 Est. Cost $105.54 Unrealized +11.5%
UNH Unitedhealth Group 0.1%
Value ($000) $1 Shares 2,061 Est. Cost $231.21 Unrealized +116.4%
NVS Novartis Ag 0.1%
Value ($000) $1 Shares 11,698 Est. Cost $73.79 Unrealized
VOO Vanguard Index Fds S&p 500 Etf 0.1%
Value ($000) $1 Shares 2,509 Est. Cost $0.35 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1 Shares 4,211 Est. Cost $97.85 Unrealized +92.3%
Lam Resh Corp 0.1%
Value ($000) $1 Shares 1,711 Est. Cost $278.74 Unrealized
HD Home Depot 0.1%
Value ($000) $1 Shares 2,183 Est. Cost $188.97 Unrealized +48.8%
Medtronic Plc 0.1%
Value ($000) $1 Shares 8,260 Est. Cost $91.14 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $1 Shares 5,265 Est. Cost $68.10 Unrealized +36.3%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $1 Shares 1,852 Est. Cost $120.10 Unrealized +147.3%
COP Conocophillips 0.1%
Value ($000) $1 Shares 4,703 Est. Cost $53.54 Unrealized +104.3%
WM Waste Management Inc Del 0.1%
Value ($000) $1 Shares 3,500 Est. Cost $69.05 Unrealized +121.9%
DHR Danaher Corp 0.1%
Value ($000) $1 Shares 1,891 Est. Cost $236.69 Unrealized -3.6%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value ($000) $0 Shares 5,931 Est. Cost $0.08 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $0 Shares 6,615 Est. Cost $64.97 Unrealized +0.4%
IBM International Business Machine 0.1%
Value ($000) $0 Shares 3,365 Est. Cost $105.83 Unrealized +16.3%
V Visa Inc-Class A Shrs 0.1%
Value ($000) $0 Shares 2,190 Est. Cost $205.06 Unrealized -3.9%
NVDA Nvidia 0.1%
Value ($000) $0 Shares 3,105 Est. Cost $24.55 Unrealized -40.3%
Spdr Gold Trust Gold Shs 0.1%
Value ($000) $0 Shares 2,650 Est. Cost $168.30 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $0 Shares 6,610 Est. Cost $48.76 Unrealized +19.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $0 Shares 1,891 Est. Cost $36.96 Unrealized +8.8%
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 5,013 Est. Cost $45.18 Unrealized +63.6%
DIS Walt Disney 0.0%
Value ($000) $0 Shares 4,327 Est. Cost $132.70 Unrealized -29.6%
BX Blackstone Inc Com 0.0%
Value ($000) $0 Shares 5,055 Est. Cost $107.20 Unrealized -26.6%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $0 Shares 4,140 Est. Cost $206.42 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $0 Shares 5,665 Est. Cost $61.36 Unrealized +7.6%
S&p Global Inc 0.0%
Value ($000) $0 Shares 1,051 Est. Cost $351.93 Unrealized
CVS Cvs Health 0.0%
Value ($000) $0 Shares 3,571 Est. Cost $72.86 Unrealized +18.0%
NKE Nike 0.0%
Value ($000) $0 Shares 2,804 Est. Cost $86.80 Unrealized +9.8%
UNP Union Pacific Corp. 0.0%
Value ($000) $0 Shares 1,520 Est. Cost $208.49 Unrealized -8.8%
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $0 Shares 1,288 Est. Cost $212.63 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $176.22 Unrealized +39.2%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $0 Shares 7,372 Est. Cost $44.35 Unrealized
PYPL Paypal 0.0%
Value ($000) $0 Shares 4,330 Est. Cost $131.43 Unrealized -39.2%
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 1,017 Est. Cost $22.21 Unrealized +26.3%
Linde Plc Com 0.0%
Value ($000) $0 Shares 912 Est. Cost $287.28 Unrealized
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.37 Unrealized +46.7%
FFIN First Financial Bankshares 0.0%
Value ($000) $0 Shares 7,336 Est. Cost $25.23 Unrealized +39.7%
CFR Cullen Frost Bank 0.0%
Value ($000) $0 Shares 1,807 Est. Cost $123.52 Unrealized +4.0%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $0 Shares 3,373 Est. Cost $0.07 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $0 Shares 2,877 Est. Cost $72.33 Unrealized -3.6%
CRM Salesforce Inc. 0.0%
Value ($000) $0 Shares 1,676 Est. Cost $228.15 Unrealized -36.8%
PFE Pfizer 0.0%
Value ($000) $0 Shares 4,265 Est. Cost $40.19 Unrealized 0.0%
GWW W.W. Grainger 0.0%
Value ($000) $0 Shares 380 Est. Cost $548.52 Unrealized 0.0%
BAC Bank Of America Corporation Ne 0.0%
Value ($000) $0 Shares 6,342 Est. Cost $31.71 Unrealized 0.0%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 461 Est. Cost $500.83 Unrealized -6.4%
NOK Nokia 0.0%
Value ($000) $0 Shares 13,126 Est. Cost $6.75 Unrealized
TELFY Telefonica de Espana 0.0%
Value ($000) $0 Shares 13,916 Est. Cost $10.94 Unrealized