MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $960 (100.0% shares, 0.0% debt)

Holdings (84)

MSFT Microsoft 10.1%
Value ($000) $97 Shares 306,422 Est. Cost $28.25 Unrealized +1048.8%
AAPL Apple 6.4%
Value ($000) $61 Shares 359,021 Est. Cost $90.32 Unrealized +100.8%
NDSN Nordson 5.1%
Value ($000) $49 Shares 220,431 Est. Cost $63.35 Unrealized +266.5%
ADP Auto Data Processing 4.7%
Value ($000) $45 Shares 187,856 Est. Cost $50.99 Unrealized +353.3%
ITW Illinois Tool Works 4.1%
Value ($000) $39 Shares 171,175 Est. Cost $53.50 Unrealized +330.0%
PCAR Paccar 3.4%
Value ($000) $33 Shares 387,560 Est. Cost $37.88 Unrealized +102.5%
FedEx 3.2%
Value ($000) $31 Shares 116,771 Est. Cost $111.58 Unrealized
PG Procter & Gamble 3.2%
Value ($000) $30 Shares 208,455 Est. Cost $57.34 Unrealized +151.3%
DCI Donaldson 3.2%
Value ($000) $30 Shares 508,178 Est. Cost $30.45 Unrealized +95.5%
PEP Pepsico 3.0%
Value ($000) $29 Shares 172,645 Est. Cost $62.40 Unrealized +167.9%
DOV Dover 3.0%
Value ($000) $29 Shares 208,304 Est. Cost $44.37 Unrealized +216.3%
JNJ Johnson & Johnson 3.0%
Value ($000) $28 Shares 182,478 Est. Cost $64.11 Unrealized +139.1%
ECL Ecolab 2.9%
Value ($000) $28 Shares 165,274 Est. Cost $78.86 Unrealized +124.8%
EMR Emerson Electric 2.8%
Value ($000) $27 Shares 281,974 Est. Cost $43.40 Unrealized +110.0%
TSM Taiwan Semiconductor 2.6%
Value ($000) $25 Shares 291,131 Est. Cost $43.19 Unrealized
HON Honeywell International 2.5%
Value ($000) $24 Shares 130,106 Est. Cost $81.41 Unrealized +113.5%
KO Coca-Cola 2.5%
Value ($000) $24 Shares 426,172 Est. Cost $29.87 Unrealized +86.6%
CTAS Cintas 2.3%
Value ($000) $22 Shares 45,589 Est. Cost $62.91 Unrealized +94.0%
BDX Becton Dickinson 2.3%
Value ($000) $22 Shares 83,782 Est. Cost $173.27 Unrealized +49.1%
Intuitive Surgical 2.1%
Value ($000) $20 Shares 68,748 Est. Cost $287.78 Unrealized
INTU Intuit 2.1%
Value ($000) $20 Shares 39,054 Est. Cost $306.75 Unrealized +62.6%
INTC Intel 2.1%
Value ($000) $20 Shares 555,582 Est. Cost $20.21 Unrealized +69.3%
Alcon 1.9%
Value ($000) $19 Shares 242,648 Est. Cost $77.92 Unrealized
SYK Stryker 1.9%
Value ($000) $18 Shares 65,304 Est. Cost $192.87 Unrealized +45.2%
MKC McCormick 1.9%
Value ($000) $18 Shares 234,836 Est. Cost $65.67 Unrealized +19.7%
ADBE Adobe 1.8%
Value ($000) $18 Shares 34,421 Est. Cost $492.22 Unrealized +6.6%
APD Air Products 1.8%
Value ($000) $17 Shares 59,810 Est. Cost $219.10 Unrealized +25.4%
APH Amphenol 1.7%
Value ($000) $17 Shares 197,832 Est. Cost $37.49 Unrealized +12.4%
AMZN Amazon 1.6%
Value ($000) $16 Shares 123,976 Est. Cost $123.65 Unrealized +8.4%
TMO Thermo Fisher 1.4%
Value ($000) $14 Shares 26,982 Est. Cost $578.79 Unrealized -8.6%
TXN Texas Instruments 1.1%
Value ($000) $11 Shares 68,574 Est. Cost $158.97 Unrealized -0.1%
National Instruments 1.0%
Value ($000) $10 Shares 166,726 Est. Cost $29.71 Unrealized
BRK/B Berkshire Hathaway Cl B 0.9%
Value ($000) $9 Shares 26,026 Est. Cost $332.61 Unrealized +6.7%
ZBRA Zebra Technologies 0.9%
Value ($000) $9 Shares 37,291 Est. Cost $272.42 Unrealized -0.3%
Exxon Mobil Corp 0.7%
Value ($000) $6 Shares 54,963 Est. Cost $74.26 Unrealized
UPS United Parcel Service 0.4%
Value ($000) $4 Shares 26,292 Est. Cost $58.18 Unrealized +160.7%
ABBV Abbvie Inc. 0.3%
Value ($000) $3 Shares 17,983 Est. Cost $128.20 Unrealized +5.6%
Black Stone Minerals L Com Uni 0.2%
Value ($000) $2 Shares 132,962 Est. Cost $15.30 Unrealized
SJT San Juan Basin Royalty Trust 0.2%
Value ($000) $2 Shares 318,076 Est. Cost $11.17 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $2 Shares 12,883 Est. Cost $96.17 Unrealized +51.6%
ABT Abbott Labs 0.2%
Value ($000) $2 Shares 20,558 Est. Cost $100.07 Unrealized +0.4%
Mastercard Inc Cl A 0.2%
Value ($000) $2 Shares 4,959 Est. Cost $278.88 Unrealized
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $2 Shares 14,906 Est. Cost $110.65 Unrealized +16.0%
SPY S&P 500 Spdr Tr Unit Ser 1 0.2%
Value ($000) $2 Shares 3,816 Est. Cost $0.43 Unrealized
DMLP Dorchester Minerals Lp 0.2%
Value ($000) $2 Shares 52,423 Est. Cost $22.60 Unrealized
NVDA Nvidia 0.1%
Value ($000) $1 Shares 2,945 Est. Cost $24.74 Unrealized +81.0%
GWW W.W. Grainger 0.1%
Value ($000) $1 Shares 1,830 Est. Cost $672.40 Unrealized +5.4%
NVS Novartis Ag 0.1%
Value ($000) $1 Shares 11,511 Est. Cost $73.79 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $1 Shares 2,244 Est. Cost $266.47 Unrealized +76.4%
Lam Resh Corp 0.1%
Value ($000) $1 Shares 1,705 Est. Cost $278.74 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $1 Shares 6,500 Est. Cost $109.19 Unrealized +42.9%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $1 Shares 14,000 Est. Cost $51.64 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $1 Shares 4,269 Est. Cost $100.31 Unrealized +114.3%
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $1 Shares 5,922 Est. Cost $105.54 Unrealized +34.8%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $1 Shares 8,210 Est. Cost $76.29 Unrealized +42.3%
PB Prosperity Bancshares 0.1%
Value ($000) $1 Shares 15,425 Est. Cost $64.28 Unrealized -17.0%
Medtronic Plc 0.1%
Value ($000) $1 Shares 8,881 Est. Cost $80.90 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $1 Shares 9,920 Est. Cost $56.07 Unrealized +19.6%
WFC Wells Fargo Co. 0.1%
Value ($000) $1 Shares 14,808 Est. Cost $40.47 Unrealized +0.5%
COP Conocophillips 0.1%
Value ($000) $1 Shares 4,789 Est. Cost $54.24 Unrealized +98.9%
BMY Bristol Myers Squibb 0.1%
Value ($000) $1 Shares 8,915 Est. Cost $62.38 Unrealized -12.9%
META Meta Platforms 0.1%
Value ($000) $1 Shares 1,688 Est. Cost $186.62 Unrealized +60.3%
MDLZ Mondelez Intl Inc Cl A 0.1%
Value ($000) $1 Shares 7,260 Est. Cost $50.69 Unrealized +32.6%
MRK Merck & Co Inc 0.0%
Value ($000) $0 Shares 4,624 Est. Cost $68.10 Unrealized +46.6%
IBM International Business Machine 0.0%
Value ($000) $0 Shares 3,365 Est. Cost $105.83 Unrealized +24.5%
VNQ Vanguard Index Fds Reit Viper 0.0%
Value ($000) $0 Shares 6,030 Est. Cost $0.08 Unrealized
HD Home Depot 0.0%
Value ($000) $0 Shares 1,468 Est. Cost $188.97 Unrealized +60.3%
Alphabet Inc Cap Sk Cl C 0.0%
Value ($000) $0 Shares 3,166 Est. Cost $196.91 Unrealized
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $0 Shares 7,060 Est. Cost $0.07 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $22.21 Unrealized +90.8%
PFE Pfizer 0.0%
Value ($000) $0 Shares 11,269 Est. Cost $33.22 Unrealized -8.0%
CMG Chipotle Mexican Grill Com 0.0%
Value ($000) $0 Shares 200 Est. Cost $20.37 Unrealized +91.4%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 1,447 Est. Cost $232.73 Unrealized -5.4%
MCD Mcdonald's Corp. 0.0%
Value ($000) $0 Shares 1,342 Est. Cost $188.01 Unrealized +43.3%
WMT Wal-Mart Stores 0.0%
Value ($000) $0 Shares 2,042 Est. Cost $46.72 Unrealized +10.9%
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
CVS Cvs Health 0.0%
Value ($000) $0 Shares 4,108 Est. Cost $73.23 Unrealized -11.8%
NOW Servicenow Inc Com 0.0%
Value ($000) $0 Shares 448 Est. Cost $87.58 Unrealized +30.3%
COST Costco Whsl Corp New 0.0%
Value ($000) $0 Shares 440 Est. Cost $500.83 Unrealized +6.3%
AMAT Applied Materials Inc 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $111.90 Unrealized +25.5%
LLY Eli Lilly 0.0%
Value ($000) $0 Shares 436 Est. Cost $411.47 Unrealized +23.2%
CRM Salesforce Inc. 0.0%
Value ($000) $0 Shares 1,093 Est. Cost $228.15 Unrealized -6.4%
NOK Nokia 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $5.75 Unrealized