MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value: $1.22B

Holdings (101)

MSFT Microsoft 10.9%
Value $133M Shares 315,594 Est. Cost $50.80 Unrealized +731.5%
AAPL Apple 7.4%
Value $90.48M Shares 361,332 Est. Cost $90.32 Unrealized +159.6%
TSM Taiwan Semiconductor 4.7%
Value $57.8M Shares 292,671 Est. Cost $44.63 Unrealized
ADP Auto Data Processing 4.7%
Value $57.1M Shares 195,076 Est. Cost $63.33 Unrealized +354.6%
NDSN Nordson 4.0%
Value $49.01M Shares 234,243 Est. Cost $76.36 Unrealized +217.7%
ITW Illinois Tool Works 3.9%
Value $47.6M Shares 187,715 Est. Cost $69.74 Unrealized +269.0%
PCAR Paccar 3.4%
Value $42.07M Shares 404,434 Est. Cost $40.93 Unrealized +153.8%
DOV Dover 3.4%
Value $41.6M Shares 221,736 Est. Cost $52.47 Unrealized +267.9%
ECL Ecolab 3.3%
Value $39.74M Shares 169,602 Est. Cost $87.67 Unrealized +180.0%
DCI Donaldson 3.1%
Value $37.84M Shares 561,818 Est. Cost $34.46 Unrealized +109.6%
PG Procter & Gamble 3.1%
Value $37.39M Shares 223,050 Est. Cost $65.06 Unrealized +154.7%
Intuitive Surgical 3.0%
Value $36.8M Shares 70,499 Est. Cost $295.24 Unrealized
EMR Emerson Electric 3.0%
Value $36.47M Shares 294,258 Est. Cost $48.26 Unrealized +146.6%
FedEx 2.8%
Value $33.78M Shares 120,058 Est. Cost $118.20 Unrealized
CTAS Cintas 2.7%
Value $33.41M Shares 182,882 Est. Cost $159.04 Unrealized +31.0%
HON Honeywell International 2.6%
Value $31.68M Shares 140,246 Est. Cost $89.87 Unrealized +126.5%
APH Amphenol 2.3%
Value $28.61M Shares 411,971 Est. Cost $50.34 Unrealized +37.7%
KO Coca-Cola 2.3%
Value $28.44M Shares 456,795 Est. Cost $32.74 Unrealized +92.7%
JNJ Johnson & Johnson 2.3%
Value $28.17M Shares 194,783 Est. Cost $71.78 Unrealized +108.4%
PEP Pepsico 2.3%
Value $27.7M Shares 182,145 Est. Cost $69.79 Unrealized +124.3%
AMZN Amazon 2.2%
Value $27.22M Shares 124,079 Est. Cost $125.98 Unrealized +62.4%
INTU Intuit 2.1%
Value $25.46M Shares 40,517 Est. Cost $316.57 Unrealized +100.5%
SYK Stryker 2.0%
Value $24.16M Shares 67,105 Est. Cost $196.91 Unrealized +86.0%
Alcon 1.8%
Value $21.64M Shares 254,903 Est. Cost $79.40 Unrealized
BDX Becton Dickinson 1.6%
Value $19.89M Shares 87,660 Est. Cost $176.32 Unrealized +27.7%
MKC McCormick 1.6%
Value $19.68M Shares 258,149 Est. Cost $65.87 Unrealized +15.5%
APD Air Products 1.6%
Value $18.95M Shares 65,321 Est. Cost $221.51 Unrealized +37.2%
ZBRA Zebra Technologies 1.5%
Value $18.34M Shares 47,494 Est. Cost $273.15 Unrealized +41.8%
ADBE Adobe 1.4%
Value $16.97M Shares 38,153 Est. Cost $493.18 Unrealized +0.4%
TXN Texas Instruments 1.3%
Value $15.99M Shares 85,286 Est. Cost $160.58 Unrealized +20.3%
TMO Thermo Fisher 1.3%
Value $15.73M Shares 30,240 Est. Cost $576.59 Unrealized -5.0%
BRK/B Berkshire Hathaway Cl B 1.0%
Value $11.8M Shares 26,026 Est. Cost $332.61 Unrealized +38.8%
Exxon Mobil Corp 0.7%
Value $8.104M Shares 75,333 Est. Cost $92.19 Unrealized
NVDA Nvidia 0.3%
Value $3.852M Shares 28,681 Est. Cost $93.85 Unrealized +46.8%
UPS United Parcel Service 0.3%
Value $3.373M Shares 26,749 Est. Cost $60.25 Unrealized +103.1%
SPY S&P 500 Spdr Tr Unit Ser 1 0.2%
Value $3.049M Shares 5,203 Est. Cost $466.41 Unrealized
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value $2.75M Shares 14,528 Est. Cost $114.01 Unrealized +52.7%
ABBV Abbvie Inc. 0.2%
Value $2.578M Shares 14,505 Est. Cost $128.20 Unrealized +38.4%
Mastercard Inc Cl A 0.2%
Value $2.127M Shares 4,040 Est. Cost $283.76 Unrealized
ABT Abbott Labs 0.2%
Value $2.056M Shares 18,178 Est. Cost $100.07 Unrealized +13.3%
GWW W.W. Grainger 0.2%
Value $1.929M Shares 1,830 Est. Cost $672.40 Unrealized +66.0%
CVX Chevron Corp 0.2%
Value $1.858M Shares 12,830 Est. Cost $97.76 Unrealized +48.8%
Black Stone Minerals L Com Uni 0.2%
Value $1.851M Shares 126,762 Est. Cost $15.30 Unrealized
DMLP Dorchester Minerals Lp 0.1%
Value $1.747M Shares 52,423 Est. Cost $22.60 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value $1.488M Shares 6,209 Est. Cost $117.40 Unrealized +94.2%
LLY Eli Lilly 0.1%
Value $1.386M Shares 1,795 Est. Cost $750.79 Unrealized +9.4%
STEL Stellar Bancorp Ord Shs 0.1%
Value $1.316M Shares 46,419 Est. Cost $28.48 Unrealized 0.0%
WM Waste Management Inc 0.1%
Value $1.291M Shares 6,400 Est. Cost $109.19 Unrealized +93.3%
META Meta Platforms 0.1%
Value $1.281M Shares 2,187 Est. Cost $359.98 Unrealized +62.4%
SJT San Juan Basin Royalty Trust 0.1%
Value $1.218M Shares 318,076 Est. Cost $14.64 Unrealized
LRCX Lam Resh Corp 0.1%
Value $1.025M Shares 14,190 Est. Cost $76.05 Unrealized -1.4%
SBR Sabine Royalty Trust Ubi 0.1%
Value $907K Shares 14,000 Est. Cost $51.64 Unrealized
NFLX Netflix Inc 0.1%
Value $898K Shares 1,007 Est. Cost $24.21 Unrealized +240.0%
LOW Lowes Cos Inc 0.1%
Value $793K Shares 3,213 Est. Cost $102.66 Unrealized +154.8%
VNQ Vanguard Index Fds Reit Viper 0.1%
Value $730K Shares 8,200 Est. Cost $84.03 Unrealized
SYY Sysco Corp 0.1%
Value $711K Shares 9,304 Est. Cost $56.07 Unrealized +31.9%
Medtronic Plc 0.1%
Value $684K Shares 8,568 Est. Cost $89.91 Unrealized
Duke Energy Corp New 0.1%
Value $659K Shares 6,117 Est. Cost $103.37 Unrealized
IBM International Business Machine 0.1%
Value $657K Shares 2,990 Est. Cost $105.83 Unrealized +104.4%
MCD Mcdonald's Corp. 0.1%
Value $631K Shares 2,175 Est. Cost $218.28 Unrealized +33.0%
Select Sector Spdr Tr Sbi Int- 0.1%
Value $612K Shares 8,088 Est. Cost $65.65 Unrealized
CRM Salesforce Inc. 0.1%
Value $610K Shares 1,823 Est. Cost $255.16 Unrealized +24.1%
DHR Danaher Corp 0.0%
Value $607K Shares 2,646 Est. Cost $237.83 Unrealized +2.6%
Alphabet Inc Cap Sk Cl C 0.0%
Value $603K Shares 3,166 Est. Cost $195.20 Unrealized
COP Conocophillips 0.0%
Value $579K Shares 5,838 Est. Cost $71.88 Unrealized +42.3%
WMT Wal-Mart Stores 0.0%
Value $496K Shares 5,492 Est. Cost $53.26 Unrealized +61.1%
BMY Bristol Myers Squibb 0.0%
Value $493K Shares 8,720 Est. Cost $61.89 Unrealized -15.0%
NOW Servicenow Inc Com 0.0%
Value $475K Shares 448 Est. Cost $92.82 Unrealized +118.2%
NEE Nextera Energy 0.0%
Value $436K Shares 6,088 Est. Cost $57.97 Unrealized +29.4%
BX Blackstone Inc Com 0.0%
Value $431K Shares 2,500 Est. Cost $112.92 Unrealized +49.5%
Talen Energy Corp Com 0.0%
Value $419K Shares 2,079 Est. Cost $178.45 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value $416K Shares 6,960 Est. Cost $51.40 Unrealized +23.7%
HD Home Depot 0.0%
Value $406K Shares 1,044 Est. Cost $209.41 Unrealized +89.7%
IJH Ishares Tr S&p Midcap 400 0.0%
Value $401K Shares 6,440 Est. Cost $91.10 Unrealized
NVS Novartis Ag 0.0%
Value $383K Shares 3,940 Est. Cost $76.25 Unrealized
AER Aercap Holdings Nv Shs 0.0%
Value $375K Shares 3,916 Est. Cost $77.35 Unrealized +22.9%
MRK Merck & Co Inc 0.0%
Value $372K Shares 3,742 Est. Cost $70.20 Unrealized +40.6%
AVGO Broadcom Inc 0.0%
Value $366K Shares 1,580 Est. Cost $158.01 Unrealized +15.7%
VEA Vanguard FTSE Developed Market 0.0%
Value $353K Shares 7,372 Est. Cost $44.35 Unrealized
MMM 3M CO 0.0%
Value $342K Shares 2,652 Est. Cost $128.38 Unrealized 0.0%
KRE Spdr Series Trust Kbw Regn Bk 0.0%
Value $340K Shares 5,638 Est. Cost $52.50 Unrealized
IYT Ishares Tr Trans Avg Etf 0.0%
Value $328K Shares 4,856 Est. Cost $65.49 Unrealized
TMUS T Mobile US Inc Com 0.0%
Value $322K Shares 1,457 Est. Cost $158.15 Unrealized +41.3%
PSX Phillips 66 Com 0.0%
Value $311K Shares 2,730 Est. Cost $111.77 Unrealized +9.2%
UNH Unitedhealth Group 0.0%
Value $308K Shares 608 Est. Cost $304.32 Unrealized +81.7%
PANW Palo Alto Networks Inc 0.0%
Value $298K Shares 1,638 Est. Cost $173.33 Unrealized +9.0%
Blackrock Inc 0.0%
Value $272K Shares 265 Est. Cost $950.94 Unrealized
AMGN Amgen 0.0%
Value $268K Shares 1,030 Est. Cost $258.59 Unrealized +10.6%
FFIN First Financial Bankshares 0.0%
Value $264K Shares 7,336 Est. Cost $25.26 Unrealized +49.7%
Sap Se Ordf 0.0%
Value $258K Shares 1,065 Est. Cost $202.82 Unrealized
S&p Global Inc 0.0%
Value $256K Shares 515 Est. Cost $438.83 Unrealized
PFE Pfizer 0.0%
Value $247K Shares 9,316 Est. Cost $24.69 Unrealized +1.7%
EPD Enterprise Prods Partn 0.0%
Value $245K Shares 7,820 Est. Cost $31.33 Unrealized
VOO Vanguard Index Fds S&p 500 Etf 0.0%
Value $241K Shares 447 Est. Cost $539.15 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value $230K Shares 1,903 Est. Cost $76.29 Unrealized +88.6%
Spdr Gold Trust Gold Shs 0.0%
Value $227K Shares 939 Est. Cost $242.74 Unrealized
QQQ Invesco Qqq Trust Series 1 0.0%
Value $207K Shares 405 Est. Cost $511.11 Unrealized
FERG1GBX Ferguson Plc New Shs 0.0%
Value $206K Shares 1,184 Est. Cost $218.60 Unrealized
VEEV Veeva Systems Inc Class A 0.0%
Value $201K Shares 956 Est. Cost $197.66 Unrealized +11.3%
NOK Nokia 0.0%
Value $68,000 Shares 15,300 Est. Cost $6.48 Unrealized
Parent Cap Corp F 0.0%
Value $0 Shares 12,559 Est. Cost Unrealized