MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 24, 2024

Total Value: $1.045B

Holdings (85)

MSFT Microsoft 10.9%
Value $114M Shares 302,932 Est. Cost $28.25 Unrealized +1140.1%
AAPL Apple 6.6%
Value $69.06M Shares 358,706 Est. Cost $90.32 Unrealized +102.4%
NDSN Nordson 5.6%
Value $58.17M Shares 220,211 Est. Cost $63.35 Unrealized +255.7%
ITW Illinois Tool Works 4.3%
Value $44.94M Shares 171,583 Est. Cost $53.50 Unrealized +324.9%
ADP Auto Data Processing 4.2%
Value $43.57M Shares 187,001 Est. Cost $50.99 Unrealized +335.4%
PCAR Paccar 3.6%
Value $37.96M Shares 388,768 Est. Cost $37.88 Unrealized +115.9%
DCI Donaldson 3.2%
Value $33.26M Shares 508,982 Est. Cost $30.45 Unrealized +93.0%
ECL Ecolab 3.1%
Value $32.79M Shares 165,333 Est. Cost $78.86 Unrealized +123.0%
DOV Dover 3.1%
Value $32.19M Shares 209,253 Est. Cost $44.37 Unrealized +208.1%
TSM Taiwan Semiconductor 2.9%
Value $30.47M Shares 292,985 Est. Cost $43.19 Unrealized
PG Procter & Gamble 2.9%
Value $30.45M Shares 207,795 Est. Cost $57.34 Unrealized +145.2%
FedEx 2.8%
Value $29.63M Shares 117,144 Est. Cost $111.58 Unrealized
PEP Pepsico 2.8%
Value $28.88M Shares 170,039 Est. Cost $62.40 Unrealized +146.4%
JNJ Johnson & Johnson 2.7%
Value $28.07M Shares 179,116 Est. Cost $64.11 Unrealized +124.0%
CTAS Cintas 2.6%
Value $27.56M Shares 45,735 Est. Cost $62.91 Unrealized +109.3%
HON Honeywell International 2.6%
Value $27.44M Shares 130,841 Est. Cost $81.41 Unrealized +111.7%
INTC Intel 2.6%
Value $27.44M Shares 546,057 Est. Cost $20.21 Unrealized +98.2%
EMR Emerson Electric 2.6%
Value $27.25M Shares 279,955 Est. Cost $43.40 Unrealized +103.0%
KO Coca-Cola 2.4%
Value $24.94M Shares 423,289 Est. Cost $29.87 Unrealized +78.3%
INTU Intuit 2.3%
Value $24.45M Shares 39,115 Est. Cost $306.75 Unrealized +77.6%
Intuitive Surgical 2.2%
Value $23.4M Shares 69,361 Est. Cost $292.71 Unrealized
ADBE Adobe 2.0%
Value $20.56M Shares 34,460 Est. Cost $492.22 Unrealized +17.2%
BDX Becton Dickinson 2.0%
Value $20.48M Shares 84,005 Est. Cost $173.27 Unrealized +36.5%
APH Amphenol 1.9%
Value $19.73M Shares 199,068 Est. Cost $37.49 Unrealized +15.7%
SYK Stryker 1.9%
Value $19.63M Shares 65,542 Est. Cost $192.87 Unrealized +42.5%
Alcon 1.8%
Value $19.11M Shares 244,605 Est. Cost $78.86 Unrealized
AMZN Amazon 1.7%
Value $17.8M Shares 117,154 Est. Cost $123.65 Unrealized +13.4%
APD Air Products 1.6%
Value $16.62M Shares 60,687 Est. Cost $219.68 Unrealized +18.0%
MKC McCormick 1.6%
Value $16.4M Shares 239,651 Est. Cost $65.60 Unrealized -5.6%
TMO Thermo Fisher 1.4%
Value $14.57M Shares 27,460 Est. Cost $577.08 Unrealized -16.7%
TXN Texas Instruments 1.2%
Value $12.48M Shares 73,244 Est. Cost $158.11 Unrealized -8.0%
ZBRA Zebra Technologies 1.1%
Value $11.17M Shares 40,852 Est. Cost $268.57 Unrealized -15.0%
BRK/B Berkshire Hathaway Cl B 0.9%
Value $9.282M Shares 26,026 Est. Cost $332.61 Unrealized +5.5%
Exxon Mobil Corp 0.5%
Value $5.491M Shares 54,923 Est. Cost $86.04 Unrealized
UPS United Parcel Service 0.4%
Value $4.134M Shares 26,295 Est. Cost $58.18 Unrealized +130.8%
ABBV Abbvie Inc. 0.3%
Value $2.729M Shares 17,612 Est. Cost $128.20 Unrealized +5.9%
ABT Abbott Labs 0.2%
Value $2.163M Shares 19,648 Est. Cost $100.07 Unrealized -4.0%
Black Stone Minerals L Com Uni 0.2%
Value $2.122M Shares 132,962 Est. Cost $15.30 Unrealized
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value $2.082M Shares 14,906 Est. Cost $110.65 Unrealized +20.5%
Mastercard Inc Cl A 0.2%
Value $1.949M Shares 4,569 Est. Cost $283.76 Unrealized
CVX Chevron Corp 0.2%
Value $1.938M Shares 12,991 Est. Cost $96.17 Unrealized +43.3%
SPY S&P 500 Spdr Tr Unit Ser 1 0.2%
Value $1.814M Shares 3,816 Est. Cost $427.41 Unrealized
DMLP Dorchester Minerals Lp 0.2%
Value $1.669M Shares 52,423 Est. Cost $22.60 Unrealized
SJT San Juan Basin Royalty Trust 0.2%
Value $1.616M Shares 318,076 Est. Cost $14.64 Unrealized
GWW W.W. Grainger 0.1%
Value $1.517M Shares 1,830 Est. Cost $672.40 Unrealized +12.5%
NVDA Nvidia 0.1%
Value $1.449M Shares 2,925 Est. Cost $24.74 Unrealized +87.2%
Lam Resh Corp 0.1%
Value $1.335M Shares 1,705 Est. Cost $278.74 Unrealized
WM Waste Management Inc 0.1%
Value $1.164M Shares 6,500 Est. Cost $109.19 Unrealized +48.8%
NVS Novartis Ag 0.1%
Value $1.162M Shares 11,511 Est. Cost $73.79 Unrealized
VOO Vanguard Index Fds S&p 500 Etf 0.1%
Value $1.121M Shares 2,567 Est. Cost $436.70 Unrealized
PB Prosperity Bancshares 0.1%
Value $1.045M Shares 15,425 Est. Cost $64.28 Unrealized -15.6%
JPM Jp Morgan Chase & Co 0.1%
Value $962K Shares 5,658 Est. Cost $105.54 Unrealized +37.3%
SBR Sabine Royalty Trust Ubi 0.1%
Value $950K Shares 14,000 Est. Cost $51.64 Unrealized
LOW Lowes Cos Inc 0.1%
Value $950K Shares 4,270 Est. Cost $100.31 Unrealized +94.1%
COP Conocophillips 0.1%
Value $791K Shares 6,814 Est. Cost $70.73 Unrealized +55.1%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value $725K Shares 8,200 Est. Cost $84.03 Unrealized
Medtronic Plc 0.1%
Value $713K Shares 8,656 Est. Cost $89.91 Unrealized
WFC Wells Fargo Co. 0.1%
Value $709K Shares 14,408 Est. Cost $40.47 Unrealized +1.4%
SYY Sysco Corp 0.1%
Value $675K Shares 9,223 Est. Cost $56.07 Unrealized +15.7%
IBM International Business Machine 0.1%
Value $550K Shares 3,365 Est. Cost $105.83 Unrealized +33.7%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value $504K Shares 6,960 Est. Cost $50.69 Unrealized +26.9%
NFLX Netflix Inc 0.0%
Value $487K Shares 1,000 Est. Cost $22.21 Unrealized +96.5%
AMD Advanced Micro Devices Inc 0.0%
Value $485K Shares 3,290 Est. Cost $76.29 Unrealized +54.5%
Alphabet Inc Cap Sk Cl C 0.0%
Value $446K Shares 3,166 Est. Cost $201.70 Unrealized
BMY Bristol Myers Squibb 0.0%
Value $439K Shares 8,550 Est. Cost $62.38 Unrealized -24.6%
PSX Phillips 66 Com 0.0%
Value $422K Shares 3,168 Est. Cost $111.04 Unrealized 0.0%
MRK Merck & Co Inc 0.0%
Value $421K Shares 3,865 Est. Cost $68.10 Unrealized +42.2%
META Meta Platforms 0.0%
Value $385K Shares 1,088 Est. Cost $186.62 Unrealized +73.3%
MCD Mcdonald's Corp. 0.0%
Value $359K Shares 1,212 Est. Cost $188.01 Unrealized +37.6%
IJH Ishares Tr S&p Midcap 400 0.0%
Value $357K Shares 1,288 Est. Cost $212.63 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value $353K Shares 7,372 Est. Cost $44.35 Unrealized
UNH Unitedhealth Group 0.0%
Value $339K Shares 644 Est. Cost $266.47 Unrealized +91.9%
HD Home Depot 0.0%
Value $337K Shares 973 Est. Cost $188.97 Unrealized +55.4%
NOW Servicenow Inc Com 0.0%
Value $317K Shares 448 Est. Cost $87.58 Unrealized +43.9%
KRE Spdr Series Trust Kbw Regn Bk 0.0%
Value $296K Shares 5,638 Est. Cost $52.50 Unrealized
WMT Wal-Mart Stores 0.0%
Value $275K Shares 1,742 Est. Cost $46.72 Unrealized +10.5%
AMGN Amgen 0.0%
Value $268K Shares 930 Est. Cost $255.10 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value $255K Shares 1,104 Est. Cost $232.73 Unrealized -9.6%
LLY Eli Lilly 0.0%
Value $254K Shares 436 Est. Cost $411.47 Unrealized +39.8%
CRM Salesforce Inc. 0.0%
Value $245K Shares 930 Est. Cost $228.15 Unrealized -2.0%
S&p Global Inc 0.0%
Value $227K Shares 515 Est. Cost $440.78 Unrealized
BX Blackstone Inc Com 0.0%
Value $223K Shares 1,700 Est. Cost $102.08 Unrealized 0.0%
FFIN First Financial Bankshares 0.0%
Value $222K Shares 7,336 Est. Cost $25.26 Unrealized 0.0%
Blackrock Inc 0.0%
Value $215K Shares 265 Est. Cost $811.32 Unrealized
NOK Nokia 0.0%
Value $52,000 Shares 15,300 Est. Cost $6.48 Unrealized