MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 21, 2023

Total Value ($000): $983 (100.0% shares, 0.0% debt)

Holdings (88)

MSFT Microsoft 10.5%
Value ($000) $103 Shares 303,529 Est. Cost $28.25 Unrealized +987.3%
AAPL Apple 7.0%
Value ($000) $69 Shares 356,330 Est. Cost $90.32 Unrealized +90.5%
NDSN Nordson 5.5%
Value ($000) $54 Shares 217,045 Est. Cost $60.71 Unrealized +255.2%
ITW Illinois Tool Works 4.3%
Value ($000) $42 Shares 169,835 Est. Cost $53.50 Unrealized +310.6%
ADP Auto Data Processing 4.1%
Value ($000) $41 Shares 185,460 Est. Cost $48.66 Unrealized +317.7%
PCAR Paccar 3.3%
Value ($000) $32 Shares 385,670 Est. Cost $37.88 Unrealized +75.6%
PEP Pepsico 3.2%
Value ($000) $32 Shares 171,326 Est. Cost $62.40 Unrealized +173.3%
PG Procter & Gamble 3.2%
Value ($000) $31 Shares 207,053 Est. Cost $57.34 Unrealized +146.4%
DCI Donaldson 3.2%
Value ($000) $31 Shares 502,392 Est. Cost $30.11 Unrealized +98.7%
ECL Ecolab 3.1%
Value ($000) $31 Shares 163,696 Est. Cost $78.86 Unrealized +112.2%
DOV Dover 3.1%
Value ($000) $31 Shares 206,772 Est. Cost $44.37 Unrealized +212.1%
JNJ Johnson & Johnson 3.0%
Value ($000) $30 Shares 180,924 Est. Cost $64.11 Unrealized +132.2%
TSM Taiwan Semiconductor 3.0%
Value ($000) $29 Shares 288,748 Est. Cost $43.19 Unrealized
FedEx 2.9%
Value ($000) $29 Shares 116,586 Est. Cost $111.58 Unrealized
HON Honeywell International 2.7%
Value ($000) $26 Shares 127,694 Est. Cost $79.67 Unrealized +120.4%
KO Coca-Cola 2.6%
Value ($000) $25 Shares 423,006 Est. Cost $29.87 Unrealized +92.0%
EMR Emerson Electric 2.6%
Value ($000) $25 Shares 279,240 Est. Cost $43.40 Unrealized +84.5%
Intuitive Surgical 2.4%
Value ($000) $23 Shares 67,585 Est. Cost $292.72 Unrealized
CTAS Cintas 2.3%
Value ($000) $22 Shares 45,209 Est. Cost $62.91 Unrealized +82.3%
BDX Becton Dickinson 2.2%
Value ($000) $22 Shares 82,939 Est. Cost $172.41 Unrealized +40.3%
National Instruments 2.2%
Value ($000) $21 Shares 373,078 Est. Cost $29.71 Unrealized
MKC McCormick 2.1%
Value ($000) $20 Shares 231,077 Est. Cost $65.46 Unrealized +26.5%
Alcon 2.0%
Value ($000) $20 Shares 239,668 Est. Cost $78.88 Unrealized
SYK Stryker 2.0%
Value ($000) $20 Shares 64,218 Est. Cost $191.39 Unrealized +47.0%
INTC Intel 1.8%
Value ($000) $18 Shares 542,645 Est. Cost $19.87 Unrealized +54.6%
INTU Intuit 1.8%
Value ($000) $18 Shares 38,466 Est. Cost $303.82 Unrealized +41.8%
APD Air Products 1.8%
Value ($000) $17 Shares 58,193 Est. Cost $217.55 Unrealized +21.9%
ADBE Adobe 1.7%
Value ($000) $17 Shares 33,928 Est. Cost $491.75 Unrealized -18.1%
APH Amphenol 1.7%
Value ($000) $16 Shares 193,704 Est. Cost $37.39 Unrealized +1.5%
AMZN Amazon 1.6%
Value ($000) $16 Shares 121,033 Est. Cost $123.40 Unrealized -7.5%
TMO Thermo Fisher 1.4%
Value ($000) $14 Shares 26,031 Est. Cost $580.61 Unrealized -7.8%
Exxon Mobil Corp 0.5%
Value ($000) $5 Shares 50,263 Est. Cost $81.19 Unrealized
UPS United Parcel Service 0.5%
Value ($000) $5 Shares 26,290 Est. Cost $58.18 Unrealized +165.7%
SJT San Juan Basin Royalty Trust 0.4%
Value ($000) $4 Shares 565,191 Est. Cost $11.17 Unrealized
TXN Texas Instruments 0.3%
Value ($000) $3 Shares 18,574 Est. Cost $159.20 Unrealized -0.1%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $2 Shares 6,852 Est. Cost $270.62 Unrealized +20.6%
Black Stone Minerals L Com Uni 0.2%
Value ($000) $2 Shares 132,962 Est. Cost $15.30 Unrealized
ABBV Abbvie Inc. 0.2%
Value ($000) $2 Shares 14,786 Est. Cost $126.65 Unrealized +5.6%
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $2 Shares 16,616 Est. Cost $110.65 Unrealized +3.2%
Mastercard Inc Cl A 0.2%
Value ($000) $2 Shares 4,995 Est. Cost $278.88 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $2 Shares 17,398 Est. Cost $100.00 Unrealized +1.5%
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $2 Shares 52,423 Est. Cost $22.60 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $1 Shares 9,316 Est. Cost $77.18 Unrealized +85.6%
NVDA Nvidia 0.1%
Value ($000) $1 Shares 2,904 Est. Cost $24.46 Unrealized +35.6%
UNH Unitedhealth Group 0.1%
Value ($000) $1 Shares 2,429 Est. Cost $266.47 Unrealized +74.5%
NVS Novartis Ag 0.1%
Value ($000) $1 Shares 11,511 Est. Cost $73.79 Unrealized
ZBRA Zebra Technologies 0.1%
Value ($000) $1 Shares 3,771 Est. Cost $280.51 Unrealized 0.0%
Lam Resh Corp 0.1%
Value ($000) $1 Shares 1,705 Est. Cost $278.74 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1 Shares 4,320 Est. Cost $100.31 Unrealized +97.2%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $1 Shares 14,000 Est. Cost $51.64 Unrealized
PB Prosperity Bancshares 0.1%
Value ($000) $1 Shares 15,425 Est. Cost $64.28 Unrealized -15.4%
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $1 Shares 5,875 Est. Cost $105.54 Unrealized +22.9%
Medtronic Plc 0.1%
Value ($000) $1 Shares 8,691 Est. Cost $82.67 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $1 Shares 5,613 Est. Cost $61.36 Unrealized +69.5%
WFC Wells Fargo Co. 0.1%
Value ($000) $1 Shares 14,808 Est. Cost $40.47 Unrealized -7.0%
WM Waste Management Inc Del 0.1%
Value ($000) $1 Shares 3,500 Est. Cost $69.05 Unrealized +129.9%
MRK Merck & Co Inc 0.1%
Value ($000) $1 Shares 4,937 Est. Cost $68.10 Unrealized +53.4%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1 Shares 7,606 Est. Cost $50.69 Unrealized +35.2%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value ($000) $1 Shares 6,030 Est. Cost $0.08 Unrealized
COP Conocophillips 0.1%
Value ($000) $0 Shares 4,789 Est. Cost $54.24 Unrealized +74.2%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $0 Shares 7,060 Est. Cost $0.07 Unrealized
HD Home Depot 0.0%
Value ($000) $0 Shares 1,462 Est. Cost $188.97 Unrealized +46.3%
IBM International Business Machine 0.0%
Value ($000) $0 Shares 3,365 Est. Cost $105.83 Unrealized +11.5%
BMY Bristol Myers Squibb 0.0%
Value ($000) $0 Shares 6,915 Est. Cost $64.70 Unrealized -8.9%
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $22.21 Unrealized +65.8%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.37 Unrealized +94.2%
META Meta Platforms 0.0%
Value ($000) $0 Shares 1,461 Est. Cost $169.12 Unrealized +44.9%
GWW W.W. Grainger 0.0%
Value ($000) $0 Shares 530 Est. Cost $583.76 Unrealized +15.3%
PFE Pfizer 0.0%
Value ($000) $0 Shares 11,310 Est. Cost $33.22 Unrealized 0.0%
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 5,518 Est. Cost $47.31 Unrealized +44.9%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $0 Shares 3,166 Est. Cost $196.91 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $0 Shares 1,245 Est. Cost $181.66 Unrealized +50.3%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 1,447 Est. Cost $232.73 Unrealized -10.3%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $0 Shares 7,372 Est. Cost $44.35 Unrealized
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $0 Shares 1,288 Est. Cost $212.63 Unrealized
WMT Wal-Mart Stores 0.0%
Value ($000) $0 Shares 2,042 Est. Cost $46.72 Unrealized +4.8%
CVS Cvs Health 0.0%
Value ($000) $0 Shares 4,272 Est. Cost $73.23 Unrealized -12.2%
NOW Servicenow Inc Com 0.0%
Value ($000) $0 Shares 472 Est. Cost $87.58 Unrealized +14.2%
AMAT Applied Materials Inc 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $111.90 Unrealized +9.3%
CRM Salesforce Inc. 0.0%
Value ($000) $0 Shares 1,135 Est. Cost $228.15 Unrealized -11.6%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 440 Est. Cost $500.83 Unrealized -2.7%
NKE Nike 0.0%
Value ($000) $0 Shares 1,951 Est. Cost $86.80 Unrealized +28.3%
PYPL Paypal 0.0%
Value ($000) $0 Shares 3,210 Est. Cost $115.22 Unrealized -41.0%
Spdr Gold Trust Gold Shs 0.0%
Value ($000) $0 Shares 1,185 Est. Cost $0.18 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $0 Shares 7,336 Est. Cost $25.23 Unrealized +6.0%
S&p Global Inc 0.0%
Value ($000) $0 Shares 515 Est. Cost $0.40 Unrealized
LLY Eli Lilly 0.0%
Value ($000) $0 Shares 436 Est. Cost $411.47 Unrealized 0.0%
NOK Nokia 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $5.75 Unrealized