MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value: $1.143B

Holdings (99)

MSFT Microsoft 10.4%
Value $118M Shares 315,653 Est. Cost $50.80 Unrealized +697.5%
AAPL Apple 7.0%
Value $79.89M Shares 359,631 Est. Cost $90.32 Unrealized +155.5%
ADP Auto Data Processing 5.2%
Value $59.28M Shares 194,014 Est. Cost $63.33 Unrealized +366.5%
TSM Taiwan Semiconductor 4.2%
Value $48.02M Shares 289,288 Est. Cost $44.63 Unrealized
NDSN Nordson 4.1%
Value $47.43M Shares 235,135 Est. Cost $76.36 Unrealized +173.3%
ITW Illinois Tool Works 4.1%
Value $46.31M Shares 186,726 Est. Cost $69.74 Unrealized +259.5%
ECL Ecolab 3.7%
Value $42.72M Shares 168,515 Est. Cost $87.67 Unrealized +184.7%
PCAR Paccar 3.4%
Value $39.11M Shares 401,703 Est. Cost $40.93 Unrealized +151.6%
DOV Dover 3.4%
Value $38.71M Shares 220,357 Est. Cost $52.47 Unrealized +262.7%
DCI Donaldson 3.3%
Value $37.56M Shares 560,037 Est. Cost $34.46 Unrealized +97.5%
PG Procter & Gamble 3.3%
Value $37.25M Shares 218,572 Est. Cost $65.06 Unrealized +152.0%
CTAS Cintas 3.3%
Value $37.22M Shares 181,073 Est. Cost $159.04 Unrealized +24.4%
Intuitive Surgical 3.0%
Value $34.62M Shares 69,903 Est. Cost $295.24 Unrealized
KO Coca-Cola 2.8%
Value $32.07M Shares 447,785 Est. Cost $32.74 Unrealized +98.4%
JNJ Johnson & Johnson 2.8%
Value $31.92M Shares 192,473 Est. Cost $71.78 Unrealized +112.4%
EMR Emerson Electric 2.7%
Value $31.42M Shares 286,557 Est. Cost $48.26 Unrealized +146.1%
HON Honeywell International 2.6%
Value $29.17M Shares 137,761 Est. Cost $89.87 Unrealized +120.8%
APH Amphenol 2.3%
Value $26.86M Shares 409,459 Est. Cost $50.34 Unrealized +34.5%
INTU Intuit 2.2%
Value $24.99M Shares 40,695 Est. Cost $316.57 Unrealized +88.7%
SYK Stryker 2.2%
Value $24.77M Shares 66,540 Est. Cost $196.91 Unrealized +91.5%
AMZN Amazon 2.1%
Value $23.45M Shares 123,227 Est. Cost $125.98 Unrealized +72.3%
Alcon 2.0%
Value $23.28M Shares 245,222 Est. Cost $79.40 Unrealized
MKC McCormick 1.8%
Value $20.68M Shares 251,228 Est. Cost $65.87 Unrealized +15.9%
BDX Becton Dickinson 1.8%
Value $20.14M Shares 87,911 Est. Cost $176.32 Unrealized +29.0%
APD Air Products 1.7%
Value $19.02M Shares 64,480 Est. Cost $221.51 Unrealized +35.6%
TXN Texas Instruments 1.4%
Value $15.84M Shares 88,137 Est. Cost $161.28 Unrealized +13.0%
TMO Thermo Fisher 1.3%
Value $15.26M Shares 30,674 Est. Cost $576.07 Unrealized -6.3%
ADBE Adobe 1.3%
Value $14.73M Shares 38,414 Est. Cost $493.18 Unrealized -13.0%
ZBRA Zebra Technologies 1.2%
Value $14.24M Shares 50,384 Est. Cost $277.08 Unrealized +23.3%
BRK/B Berkshire Hathaway Cl B 1.2%
Value $13.47M Shares 25,300 Est. Cost $332.61 Unrealized +46.2%
ETN Eaton 0.9%
Value $10.64M Shares 39,136 Est. Cost $308.54 Unrealized 0.0%
ACN Accenture 0.9%
Value $10.58M Shares 33,904 Est. Cost $349.45 Unrealized 0.0%
Exxon Mobil Corp 0.6%
Value $7.026M Shares 59,076 Est. Cost $92.19 Unrealized
PEP Pepsico 0.6%
Value $6.789M Shares 45,275 Est. Cost $69.79 Unrealized +105.6%
FedEx 0.6%
Value $6.349M Shares 26,046 Est. Cost $118.20 Unrealized
ABBV Abbvie Inc. 0.3%
Value $3.011M Shares 14,371 Est. Cost $128.20 Unrealized +47.7%
SPY S&P 500 Spdr Tr Unit Ser 1 0.3%
Value $2.911M Shares 5,203 Est. Cost $466.41 Unrealized
NVDA Nvidia 0.3%
Value $2.906M Shares 26,810 Est. Cost $93.85 Unrealized +35.0%
ABT Abbott Labs 0.2%
Value $2.408M Shares 18,153 Est. Cost $100.07 Unrealized +25.4%
GOOGL Alphabet Inc Cap Sk Cl A 0.2%
Value $2.321M Shares 15,007 Est. Cost $116.14 Unrealized +55.6%
Mastercard Inc Cl A 0.2%
Value $2.214M Shares 4,040 Est. Cost $283.76 Unrealized
UPS United Parcel Service 0.2%
Value $2.155M Shares 19,592 Est. Cost $60.25 Unrealized +87.0%
CVX Chevron Corp 0.2%
Value $2.147M Shares 12,834 Est. Cost $97.76 Unrealized +53.9%
Black Stone Minerals L Com Uni 0.2%
Value $1.832M Shares 119,987 Est. Cost $15.30 Unrealized
GWW W.W. Grainger 0.2%
Value $1.808M Shares 1,830 Est. Cost $672.40 Unrealized +52.6%
SJT San Juan Basin Royalty Trust 0.2%
Value $1.759M Shares 318,076 Est. Cost $14.64 Unrealized
DMLP Dorchester Minerals Lp 0.1%
Value $1.577M Shares 52,423 Est. Cost $22.60 Unrealized
JPM Jp Morgan Chase & Co 0.1%
Value $1.513M Shares 6,166 Est. Cost $117.40 Unrealized +113.7%
WM Waste Management Inc 0.1%
Value $1.453M Shares 6,275 Est. Cost $109.19 Unrealized +100.0%
STEL Stellar Bancorp Ord Shs 0.1%
Value $1.284M Shares 46,419 Est. Cost $28.48 Unrealized -1.1%
LRCX Lam Resh Corp 0.1%
Value $1.032M Shares 14,190 Est. Cost $76.05 Unrealized +2.7%
META Meta Platforms 0.1%
Value $1.028M Shares 1,783 Est. Cost $359.98 Unrealized +78.7%
SBR Sabine Royalty Trust Ubi 0.1%
Value $948K Shares 14,000 Est. Cost $51.64 Unrealized
NFLX Netflix Inc 0.1%
Value $942K Shares 1,010 Est. Cost $24.21 Unrealized +292.9%
Medtronic Plc 0.1%
Value $770K Shares 8,568 Est. Cost $89.91 Unrealized
IBM International Business Machine 0.1%
Value $746K Shares 3,000 Est. Cost $105.83 Unrealized +126.2%
Duke Energy Corp New 0.1%
Value $746K Shares 6,117 Est. Cost $103.37 Unrealized
AVGO Broadcom Inc 0.1%
Value $707K Shares 4,222 Est. Cost $190.43 Unrealized +10.2%
SYY Sysco Corp 0.1%
Value $694K Shares 9,247 Est. Cost $56.07 Unrealized +27.2%
MCD Mcdonald's Corp. 0.1%
Value $679K Shares 2,175 Est. Cost $218.28 Unrealized +34.2%
CRM Salesforce Inc. 0.1%
Value $649K Shares 2,420 Est. Cost $268.44 Unrealized +15.1%
LLY Eli Lilly 0.1%
Value $642K Shares 777 Est. Cost $750.79 Unrealized +10.1%
COP Conocophillips 0.1%
Value $613K Shares 5,838 Est. Cost $71.88 Unrealized +34.7%
BMY Bristol Myers Squibb 0.0%
Value $532K Shares 8,720 Est. Cost $61.89 Unrealized -10.4%
LOW Lowes Cos Inc 0.0%
Value $512K Shares 2,195 Est. Cost $102.66 Unrealized +135.8%
Alphabet Inc Cap Sk Cl C 0.0%
Value $493K Shares 3,156 Est. Cost $195.20 Unrealized
WMT Wal-Mart Stores 0.0%
Value $482K Shares 5,492 Est. Cost $53.26 Unrealized +74.5%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value $472K Shares 6,960 Est. Cost $51.40 Unrealized +16.2%
VNQ Vanguard Index Fds Reit Viper 0.0%
Value $469K Shares 5,179 Est. Cost $84.03 Unrealized
DHR Danaher Corp 0.0%
Value $456K Shares 2,223 Est. Cost $237.83 Unrealized -8.8%
Select Sector Spdr Tr Sbi Int- 0.0%
Value $453K Shares 5,744 Est. Cost $65.65 Unrealized
NVS Novartis Ag 0.0%
Value $434K Shares 3,895 Est. Cost $76.25 Unrealized
NEE Nextera Energy 0.0%
Value $432K Shares 6,090 Est. Cost $57.97 Unrealized +18.4%
VEA Vanguard FTSE Developed Market 0.0%
Value $425K Shares 8,365 Est. Cost $45.12 Unrealized
NOW Servicenow Inc Com 0.0%
Value $416K Shares 522 Est. Cost $106.99 Unrealized +80.2%
Talen Energy Corp Com 0.0%
Value $415K Shares 2,079 Est. Cost $178.45 Unrealized
MMM 3M CO 0.0%
Value $389K Shares 2,652 Est. Cost $128.38 Unrealized +12.6%
HD Home Depot 0.0%
Value $385K Shares 1,050 Est. Cost $209.41 Unrealized +81.8%
IJH Ishares Tr S&p Midcap 400 0.0%
Value $376K Shares 6,440 Est. Cost $91.10 Unrealized
BX Blackstone Inc Com 0.0%
Value $349K Shares 2,500 Est. Cost $112.92 Unrealized +40.1%
PSX Phillips 66 Com 0.0%
Value $337K Shares 2,730 Est. Cost $111.77 Unrealized +6.7%
AMGN Amgen 0.0%
Value $322K Shares 1,032 Est. Cost $258.59 Unrealized +11.1%
KRE Spdr Series Trust Kbw Regn Bk 0.0%
Value $321K Shares 5,638 Est. Cost $52.50 Unrealized
UNH Unitedhealth Group 0.0%
Value $313K Shares 597 Est. Cost $304.32 Unrealized +64.1%
IYT Ishares Tr Trans Avg Etf 0.0%
Value $311K Shares 4,856 Est. Cost $65.49 Unrealized
TMUS T Mobile US Inc Com 0.0%
Value $293K Shares 1,098 Est. Cost $158.15 Unrealized +53.7%
Sap Se Ordf 0.0%
Value $282K Shares 1,065 Est. Cost $202.82 Unrealized
Spdr Gold Trust Gold Shs 0.0%
Value $271K Shares 939 Est. Cost $242.74 Unrealized
FFIN First Financial Bankshares 0.0%
Value $264K Shares 7,336 Est. Cost $25.26 Unrealized +42.4%
S&p Global Inc 0.0%
Value $262K Shares 515 Est. Cost $438.83 Unrealized
MLM Martin Marietta Matls 0.0%
Value $258K Shares 540 Est. Cost $505.20 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.0%
Value $255K Shares 1,497 Est. Cost $173.33 Unrealized +6.7%
Blackrock Inc 0.0%
Value $251K Shares 265 Est. Cost $950.94 Unrealized
EPD Enterprise Prods Partn 0.0%
Value $240K Shares 7,020 Est. Cost $31.33 Unrealized
VEEV Veeva Systems Inc Class A 0.0%
Value $221K Shares 956 Est. Cost $197.66 Unrealized +15.6%
INTC Intel 0.0%
Value $209K Shares 9,208 Est. Cost $21.88 Unrealized 0.0%
CSGP Costar Group Inc 0.0%
Value $203K Shares 2,557 Est. Cost $76.08 Unrealized 0.0%
NOK Nokia 0.0%
Value $81,000 Shares 15,300 Est. Cost $6.48 Unrealized
Parent Cap Corp F 0.0%
Value $1,000 Shares 12,559 Est. Cost Unrealized