MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value ($000): $918 (100.0% shares, 0.0% debt)

Holdings (92)

MSFT Microsoft 9.7%
Value ($000) $89 Shares 308,002 Est. Cost $28.25 Unrealized +782.9%
AAPL Apple 6.4%
Value ($000) $59 Shares 358,843 Est. Cost $90.32 Unrealized +61.1%
NDSN Nordson 5.3%
Value ($000) $49 Shares 219,022 Est. Cost $60.71 Unrealized +263.4%
ITW Illinois Tool Works 4.6%
Value ($000) $42 Shares 171,568 Est. Cost $53.50 Unrealized +306.9%
ADP Automatic Data Processing 4.5%
Value ($000) $42 Shares 186,918 Est. Cost $48.66 Unrealized +334.6%
DCI Donaldson 3.6%
Value ($000) $33 Shares 505,337 Est. Cost $30.11 Unrealized +99.1%
DOV Dover 3.4%
Value ($000) $32 Shares 208,402 Est. Cost $44.37 Unrealized +219.4%
PEP Pepsico 3.4%
Value ($000) $32 Shares 173,448 Est. Cost $62.40 Unrealized +154.3%
PG Procter & Gamble 3.4%
Value ($000) $31 Shares 208,461 Est. Cost $57.34 Unrealized +132.3%
PCAR Paccar 3.1%
Value ($000) $29 Shares 389,466 Est. Cost $37.88 Unrealized +69.3%
JNJ Johnson & Johnson 3.1%
Value ($000) $28 Shares 182,013 Est. Cost $64.11 Unrealized +130.7%
ECL Ecolab 3.0%
Value ($000) $27 Shares 165,681 Est. Cost $78.86 Unrealized +91.5%
TSM Taiwan Semiconductor 3.0%
Value ($000) $27 Shares 293,813 Est. Cost $43.19 Unrealized
FedEx 2.9%
Value ($000) $27 Shares 118,368 Est. Cost $111.58 Unrealized
KO Coca-Cola 2.9%
Value ($000) $26 Shares 426,044 Est. Cost $29.87 Unrealized +85.5%
HON Honeywell International 2.7%
Value ($000) $25 Shares 128,756 Est. Cost $79.67 Unrealized +121.7%
EMR Emerson Electric 2.7%
Value ($000) $24 Shares 280,442 Est. Cost $43.40 Unrealized +90.3%
National Instruments 2.5%
Value ($000) $23 Shares 435,835 Est. Cost $29.71 Unrealized
CTAS Cintas 2.3%
Value ($000) $21 Shares 45,641 Est. Cost $62.91 Unrealized +70.8%
BDX Becton Dickinson 2.3%
Value ($000) $21 Shares 83,450 Est. Cost $172.41 Unrealized +34.7%
MKC McCormick 2.1%
Value ($000) $19 Shares 231,095 Est. Cost $65.46 Unrealized +8.6%
SYK Stryker 2.0%
Value ($000) $18 Shares 64,483 Est. Cost $191.39 Unrealized +34.7%
INTC Intel 1.9%
Value ($000) $18 Shares 542,424 Est. Cost $19.87 Unrealized +38.5%
Intuitive Surgical 1.9%
Value ($000) $17 Shares 67,877 Est. Cost $292.72 Unrealized
INTU Intuit 1.9%
Value ($000) $17 Shares 38,683 Est. Cost $303.82 Unrealized +32.7%
Alcon 1.9%
Value ($000) $17 Shares 241,980 Est. Cost $78.88 Unrealized
APD Air Products 1.8%
Value ($000) $17 Shares 58,220 Est. Cost $217.55 Unrealized +24.2%
APH Amphenol 1.7%
Value ($000) $15 Shares 189,424 Est. Cost $37.37 Unrealized +3.0%
TMO Thermo Fisher 1.6%
Value ($000) $15 Shares 25,601 Est. Cost $581.37 Unrealized -3.9%
ADBE Adobe 1.4%
Value ($000) $13 Shares 32,944 Est. Cost $494.41 Unrealized -28.1%
AMZN Amazon 1.4%
Value ($000) $13 Shares 122,594 Est. Cost $123.40 Unrealized -21.7%
SJT San Juan Basin Royalty Trust 0.6%
Value ($000) $6 Shares 565,191 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 0.6%
Value ($000) $5 Shares 26,419 Est. Cost $58.18 Unrealized +171.8%
ABBV Abbvie Inc. 0.2%
Value ($000) $2 Shares 14,292 Est. Cost $126.41 Unrealized +9.3%
Black Stone Minerals L Com Uni 0.2%
Value ($000) $2 Shares 136,162 Est. Cost $15.30 Unrealized
Mastercard Inc Cl A 0.2%
Value ($000) $2 Shares 4,933 Est. Cost $282.38 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $2 Shares 17,625 Est. Cost $100.00 Unrealized 0.0%
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $2 Shares 15,945 Est. Cost $110.50 Unrealized -13.8%
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $2 Shares 52,423 Est. Cost $22.60 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $1 Shares 8,945 Est. Cost $74.44 Unrealized +99.4%
NVS Novartis Ag 0.1%
Value ($000) $1 Shares 11,523 Est. Cost $73.79 Unrealized
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $1 Shares 14,000 Est. Cost $51.64 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $1 Shares 2,104 Est. Cost $235.83 Unrealized +93.9%
PB Prosperity Bancshares 0.1%
Value ($000) $1 Shares 15,425 Est. Cost $64.28 Unrealized 0.0%
Lam Resh Corp 0.1%
Value ($000) $1 Shares 1,705 Est. Cost $278.74 Unrealized
NVDA Nvidia 0.1%
Value ($000) $1 Shares 3,206 Est. Cost $24.46 Unrealized -11.6%
LOW Lowes Cos Inc 0.1%
Value ($000) $1 Shares 4,259 Est. Cost $98.91 Unrealized +94.3%
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $1 Shares 6,467 Est. Cost $105.54 Unrealized +21.4%
Medtronic Plc 0.1%
Value ($000) $1 Shares 9,107 Est. Cost $82.67 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $1 Shares 2,756 Est. Cost $232.73 Unrealized -3.7%
HD Home Depot 0.1%
Value ($000) $1 Shares 2,047 Est. Cost $188.97 Unrealized +50.6%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $1 Shares 1,852 Est. Cost $120.10 Unrealized +156.6%
WM Waste Management Inc Del 0.1%
Value ($000) $1 Shares 3,500 Est. Cost $69.05 Unrealized +112.0%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $1 Shares 5,653 Est. Cost $61.36 Unrealized +32.6%
WFC Wells Fargo Co. 0.1%
Value ($000) $1 Shares 14,808 Est. Cost $40.47 Unrealized 0.0%
MRK Merck & Co Inc 0.1%
Value ($000) $1 Shares 5,106 Est. Cost $68.10 Unrealized +44.9%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1 Shares 7,286 Est. Cost $49.90 Unrealized +22.5%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value ($000) $0 Shares 6,002 Est. Cost $0.08 Unrealized
COP Conocophillips 0.1%
Value ($000) $0 Shares 4,776 Est. Cost $54.24 Unrealized +83.4%
PYPL Paypal 0.1%
Value ($000) $0 Shares 6,159 Est. Cost $115.22 Unrealized -33.3%
BMY Bristol Myers Squibb 0.0%
Value ($000) $0 Shares 6,615 Est. Cost $64.97 Unrealized -5.3%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $0 Shares 4,340 Est. Cost $196.91 Unrealized
IBM International Business Machine 0.0%
Value ($000) $0 Shares 3,365 Est. Cost $105.83 Unrealized +14.1%
DIS Walt Disney 0.0%
Value ($000) $0 Shares 4,345 Est. Cost $132.70 Unrealized -25.8%
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 5,015 Est. Cost $45.18 Unrealized +56.4%
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 1,017 Est. Cost $22.21 Unrealized +49.0%
NKE Nike 0.0%
Value ($000) $0 Shares 2,804 Est. Cost $86.80 Unrealized +34.4%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.37 Unrealized +54.3%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $0 Shares 4,981 Est. Cost $0.07 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $0 Shares 7,372 Est. Cost $44.35 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $176.22 Unrealized +42.2%
MLM Martin Marietta Matls 0.0%
Value ($000) $0 Shares 926 Est. Cost $344.80 Unrealized 0.0%
META Meta Platforms 0.0%
Value ($000) $0 Shares 1,526 Est. Cost $169.12 Unrealized 0.0%
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $0 Shares 1,288 Est. Cost $212.63 Unrealized
CVS Cvs Health 0.0%
Value ($000) $0 Shares 4,243 Est. Cost $73.23 Unrealized +2.7%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 1,553 Est. Cost $84.74 Unrealized 0.0%
BX Blackstone Inc Com 0.0%
Value ($000) $0 Shares 3,507 Est. Cost $107.20 Unrealized -24.3%
V Visa Inc-Class A Shrs 0.0%
Value ($000) $0 Shares 1,210 Est. Cost $205.06 Unrealized +6.2%
GWW W.W. Grainger 0.0%
Value ($000) $0 Shares 380 Est. Cost $548.52 Unrealized +13.3%
FFIN First Financial Bankshares 0.0%
Value ($000) $0 Shares 7,336 Est. Cost $25.23 Unrealized +29.0%
CRM Salesforce Inc. 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $228.15 Unrealized -26.9%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 461 Est. Cost $500.83 Unrealized -5.9%
BALL Ball Corp 0.0%
Value ($000) $0 Shares 4,094 Est. Cost $53.37 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $111.90 Unrealized 0.0%
CL Colgate Palmolive 0.0%
Value ($000) $0 Shares 2,877 Est. Cost $72.33 Unrealized -3.8%
WMT Wal-Mart Stores 0.0%
Value ($000) $0 Shares 1,442 Est. Cost $45.79 Unrealized 0.0%
NOW Servicenow Inc Com 0.0%
Value ($000) $0 Shares 454 Est. Cost $87.09 Unrealized 0.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $0 Shares 892 Est. Cost $36.96 Unrealized +17.1%
TXN Texas Instruments 0.0%
Value ($000) $0 Shares 1,108 Est. Cost $161.35 Unrealized 0.0%
CLVT Clarivate Plc Ord Shs 0.0%
Value ($000) $0 Shares 11,840 Est. Cost $10.31 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $0 Shares 15,426 Est. Cost $5.75 Unrealized