MCDANIEL TERRY & CO Diversified Active

CIK: 0001104366 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 5, 2024

Total Value ($000): $1,146 (100.0% shares, 0.0% debt)

Holdings (94)

MSFT Microsoft 11.6%
Value ($000) $133 Shares 297,489 Est. Cost $28.25 Unrealized +1376.9%
AAPL Apple 6.6%
Value ($000) $76 Shares 359,556 Est. Cost $90.32 Unrealized +105.0%
TSM Taiwan Semiconductor 4.5%
Value ($000) $51 Shares 293,887 Est. Cost $42.72 Unrealized
NDSN Nordson 4.4%
Value ($000) $50 Shares 215,709 Est. Cost $63.35 Unrealized +289.0%
ADP Auto Data Processing 3.8%
Value ($000) $44 Shares 184,180 Est. Cost $50.99 Unrealized +364.0%
ITW Illinois Tool Works 3.5%
Value ($000) $41 Shares 171,138 Est. Cost $53.50 Unrealized +342.6%
PCAR Paccar 3.4%
Value ($000) $39 Shares 383,186 Est. Cost $37.88 Unrealized +173.7%
ECL Ecolab 3.4%
Value ($000) $39 Shares 161,789 Est. Cost $81.01 Unrealized +180.4%
DOV Dover 3.3%
Value ($000) $38 Shares 208,638 Est. Cost $44.37 Unrealized +296.3%
DCI Donaldson 3.2%
Value ($000) $36 Shares 509,241 Est. Cost $30.89 Unrealized +130.8%
FedEx 3.1%
Value ($000) $35 Shares 117,024 Est. Cost $109.20 Unrealized
PG Procter & Gamble 3.0%
Value ($000) $34 Shares 205,698 Est. Cost $57.34 Unrealized +174.1%
CTAS Cintas 2.8%
Value ($000) $32 Shares 45,453 Est. Cost $62.91 Unrealized +167.9%
Intuitive Surgical 2.7%
Value ($000) $31 Shares 69,706 Est. Cost $283.01 Unrealized
EMR Emerson Electric 2.7%
Value ($000) $31 Shares 277,952 Est. Cost $44.26 Unrealized +142.8%
HON Honeywell International 2.5%
Value ($000) $28 Shares 133,020 Est. Cost $83.99 Unrealized +118.8%
PEP Pepsico 2.5%
Value ($000) $28 Shares 170,866 Est. Cost $63.95 Unrealized +153.8%
APH Amphenol 2.4%
Value ($000) $27 Shares 405,304 Est. Cost $50.18 Unrealized +24.0%
KO Coca-Cola 2.3%
Value ($000) $27 Shares 419,543 Est. Cost $30.33 Unrealized +94.2%
JNJ Johnson & Johnson 2.3%
Value ($000) $27 Shares 181,432 Est. Cost $65.99 Unrealized +114.3%
INTU Intuit 2.3%
Value ($000) $26 Shares 39,821 Est. Cost $312.79 Unrealized +96.4%
AMZN Amazon 2.1%
Value ($000) $24 Shares 122,704 Est. Cost $125.98 Unrealized +45.8%
SYK Stryker 2.0%
Value ($000) $22 Shares 65,885 Est. Cost $194.78 Unrealized +71.1%
Alcon 1.9%
Value ($000) $22 Shares 250,278 Est. Cost $75.83 Unrealized
ADBE Adobe 1.8%
Value ($000) $20 Shares 36,428 Est. Cost $491.73 Unrealized -1.5%
BDX Becton Dickinson 1.7%
Value ($000) $19 Shares 82,646 Est. Cost $173.27 Unrealized +31.5%
MKC McCormick 1.6%
Value ($000) $18 Shares 252,292 Est. Cost $65.74 Unrealized +6.0%
INTC Intel 1.5%
Value ($000) $18 Shares 566,930 Est. Cost $20.90 Unrealized +55.5%
APD Air Products 1.4%
Value ($000) $16 Shares 63,003 Est. Cost $220.39 Unrealized +10.0%
TXN Texas Instruments 1.4%
Value ($000) $16 Shares 82,213 Est. Cost $159.59 Unrealized +10.4%
TMO Thermo Fisher 1.4%
Value ($000) $16 Shares 28,789 Est. Cost $576.74 Unrealized -1.2%
ZBRA Zebra Technologies 1.2%
Value ($000) $14 Shares 46,260 Est. Cost $271.52 Unrealized +12.0%
BRK/B Berkshire Hathaway Cl B 0.9%
Value ($000) $11 Shares 26,026 Est. Cost $332.61 Unrealized +22.9%
Exxon Mobil Corp 0.6%
Value ($000) $6 Shares 55,386 Est. Cost $74.26 Unrealized
NVDA Nvidia 0.3%
Value ($000) $4 Shares 32,278 Est. Cost $93.85 Unrealized +7.7%
UPS United Parcel Service 0.3%
Value ($000) $4 Shares 25,909 Est. Cost $58.18 Unrealized +123.4%
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value ($000) $3 Shares 14,845 Est. Cost $114.01 Unrealized +46.8%
ABBV Abbvie Inc. 0.2%
Value ($000) $2 Shares 14,570 Est. Cost $128.20 Unrealized +22.6%
SPY S&P 500 Spdr Tr Unit Ser 1 0.2%
Value ($000) $2 Shares 3,816 Est. Cost $0.43 Unrealized
Black Stone Minerals L Com Uni 0.2%
Value ($000) $2 Shares 126,762 Est. Cost $15.30 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $2 Shares 12,522 Est. Cost $96.74 Unrealized +53.4%
ABT Abbott Labs 0.2%
Value ($000) $2 Shares 18,298 Est. Cost $100.07 Unrealized +2.9%
Mastercard Inc Cl A 0.2%
Value ($000) $2 Shares 4,035 Est. Cost $278.88 Unrealized
Lam Resh Corp 0.2%
Value ($000) $2 Shares 1,619 Est. Cost $278.74 Unrealized
GWW W.W. Grainger 0.1%
Value ($000) $2 Shares 1,830 Est. Cost $672.40 Unrealized +38.0%
DMLP Dorchester Minerals Lp 0.1%
Value ($000) $2 Shares 52,423 Est. Cost $22.60 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $1 Shares 6,409 Est. Cost $109.19 Unrealized +85.8%
SJT San Juan Basin Royalty Trust 0.1%
Value ($000) $1 Shares 318,076 Est. Cost $11.17 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value ($000) $1 Shares 5,759 Est. Cost $110.56 Unrealized +71.1%
LOW Lowes Cos Inc 0.1%
Value ($000) $1 Shares 4,284 Est. Cost $102.66 Unrealized +115.6%
SBR Sabine Royalty Trust Ubi 0.1%
Value ($000) $1 Shares 14,000 Est. Cost $51.64 Unrealized
META Meta Platforms 0.1%
Value ($000) $1 Shares 1,787 Est. Cost $310.65 Unrealized +55.6%
COP Conocophillips 0.1%
Value ($000) $1 Shares 6,714 Est. Cost $71.88 Unrealized +60.5%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value ($000) $1 Shares 8,200 Est. Cost $0.08 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $1 Shares 1,007 Est. Cost $24.21 Unrealized +158.0%
DHR Danaher Corp 0.1%
Value ($000) $1 Shares 2,659 Est. Cost $237.83 Unrealized +5.2%
SYY Sysco Corp 0.1%
Value ($000) $1 Shares 9,299 Est. Cost $56.07 Unrealized +26.9%
Medtronic Plc 0.1%
Value ($000) $1 Shares 8,318 Est. Cost $80.90 Unrealized
NVS Novartis Ag 0.1%
Value ($000) $1 Shares 5,820 Est. Cost $73.79 Unrealized
Alphabet Inc Cap Sk Cl C 0.1%
Value ($000) $1 Shares 3,166 Est. Cost $171.06 Unrealized
MCD Mcdonald's Corp. 0.0%
Value ($000) $1 Shares 2,175 Est. Cost $218.28 Unrealized +16.8%
Select Sector Spdr Tr Sbi Int- 0.0%
Value ($000) $1 Shares 8,088 Est. Cost $0.07 Unrealized
IBM International Business Machine 0.0%
Value ($000) $1 Shares 2,985 Est. Cost $105.83 Unrealized +56.7%
MRK Merck & Co Inc 0.0%
Value ($000) $0 Shares 3,831 Est. Cost $70.20 Unrealized +73.4%
CRM Salesforce Inc. 0.0%
Value ($000) $0 Shares 1,822 Est. Cost $255.16 Unrealized +3.7%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $0 Shares 7,089 Est. Cost $51.40 Unrealized +26.7%
PSX Phillips 66 Com 0.0%
Value ($000) $0 Shares 3,168 Est. Cost $111.77 Unrealized +24.9%
LLY Eli Lilly 0.0%
Value ($000) $0 Shares 468 Est. Cost $502.99 Unrealized +57.2%
IJH Ishares Tr S&p Midcap 400 0.0%
Value ($000) $0 Shares 6,440 Est. Cost $42.58 Unrealized
NEE Nextera Energy 0.0%
Value ($000) $0 Shares 5,285 Est. Cost $55.40 Unrealized +22.0%
WMT Wal-Mart Stores 0.0%
Value ($000) $0 Shares 5,492 Est. Cost $53.26 Unrealized +16.3%
AER Aercap Holdings Nv Shs 0.0%
Value ($000) $0 Shares 3,916 Est. Cost $77.35 Unrealized +13.5%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $0 Shares 7,372 Est. Cost $44.35 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $0 Shares 8,720 Est. Cost $61.89 Unrealized -33.7%
Duke Energy Corp New 0.0%
Value ($000) $0 Shares 3,578 Est. Cost $0.10 Unrealized
HD Home Depot 0.0%
Value ($000) $0 Shares 1,034 Est. Cost $209.41 Unrealized +56.4%
NOW Servicenow Inc Com 0.0%
Value ($000) $0 Shares 448 Est. Cost $92.82 Unrealized +58.1%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 968 Est. Cost $157.74 Unrealized -5.2%
AMGN Amgen 0.0%
Value ($000) $0 Shares 1,041 Est. Cost $258.59 Unrealized +8.0%
IYT Ishares Tr Trans Avg Etf 0.0%
Value ($000) $0 Shares 4,856 Est. Cost $0.07 Unrealized
UNH Unitedhealth Group 0.0%
Value ($000) $0 Shares 608 Est. Cost $304.32 Unrealized +55.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $0 Shares 1,903 Est. Cost $76.29 Unrealized +110.9%
KRE Spdr Series Trust Kbw Regn Bk 0.0%
Value ($000) $0 Shares 5,638 Est. Cost $0.05 Unrealized
TMUS T Mobile US Inc Com 0.0%
Value ($000) $0 Shares 1,457 Est. Cost $158.15 Unrealized +3.4%
SCHW Schwab Charles Cp New 0.0%
Value ($000) $0 Shares 3,396 Est. Cost $64.26 Unrealized +12.6%
PFE Pfizer 0.0%
Value ($000) $0 Shares 8,799 Est. Cost $24.65 Unrealized +0.5%
Entegris Ord Shs 0.0%
Value ($000) $0 Shares 1,719 Est. Cost $0.14 Unrealized
S&p Global Inc 0.0%
Value ($000) $0 Shares 515 Est. Cost $0.44 Unrealized
FERG1GBX Ferguson Plc New Shs 0.0%
Value ($000) $0 Shares 1,184 Est. Cost $0.22 Unrealized
FFIN First Financial Bankshares 0.0%
Value ($000) $0 Shares 7,336 Est. Cost $25.26 Unrealized +14.3%
Sap Se Ordf 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $0.20 Unrealized
BX Blackstone Inc Com 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $103.16 Unrealized +14.2%
Blackrock Inc 0.0%
Value ($000) $0 Shares 265 Est. Cost $0.81 Unrealized
NOK Nokia 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $5.75 Unrealized