MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value: $1.242B (100.0% shares, 0.0% debt)

Holdings (90)

MSFT Microsoft 12.9%
Value $160M Shares 309,124 Est. Cost $50.80 Unrealized +901.5%
AAPL Apple 7.3%
Value $91.1M Shares 357,784 Est. Cost $90.32 Unrealized +149.8%
TSM Taiwan Semiconductor 6.4%
Value $79.92M Shares 286,141 Est. Cost $44.63 Unrealized
ADP Automatic Data Processing 4.6%
Value $56.79M Shares 193,493 Est. Cost $63.33 Unrealized +370.2%
NDSN Nordson 4.3%
Value $53.39M Shares 235,230 Est. Cost $76.36 Unrealized +186.9%
APH Amphenol 4.0%
Value $50.23M Shares 405,867 Est. Cost $50.34 Unrealized +117.3%
ITW Illinois Tool Works 3.9%
Value $48.59M Shares 186,354 Est. Cost $69.74 Unrealized +269.0%
ECL Ecolab 3.7%
Value $45.9M Shares 167,618 Est. Cost $87.67 Unrealized +208.3%
DCI Donaldson 3.7%
Value $45.5M Shares 555,848 Est. Cost $34.46 Unrealized +117.1%
PCAR Paccar 3.2%
Value $39.25M Shares 399,215 Est. Cost $40.93 Unrealized +136.8%
EMR Emerson Electric 3.0%
Value $37.44M Shares 285,440 Est. Cost $48.26 Unrealized +180.7%
CTAS Cintas 3.0%
Value $37.01M Shares 180,306 Est. Cost $159.04 Unrealized +33.8%
DOV Dover 3.0%
Value $36.71M Shares 220,064 Est. Cost $52.47 Unrealized +240.4%
JNJ Johnson & Johnson 2.9%
Value $35.64M Shares 192,219 Est. Cost $71.78 Unrealized +136.1%
PG Procter & Gamble 2.7%
Value $33.55M Shares 218,380 Est. Cost $65.06 Unrealized +138.1%
ISRG Intuitive Surgical 2.5%
Value $30.95M Shares 69,209 Est. Cost $522.87 Unrealized -8.2%
KO Coca-Cola 2.4%
Value $29.55M Shares 445,493 Est. Cost $32.74 Unrealized +107.5%
HON Honeywell 2.3%
Value $28.5M Shares 135,377 Est. Cost $89.87 Unrealized +130.5%
INTU Intuit 2.2%
Value $26.82M Shares 39,280 Est. Cost $316.57 Unrealized +127.3%
AMZN Amazon 2.1%
Value $26.27M Shares 119,663 Est. Cost $125.98 Unrealized +79.7%
SYK Stryker 1.9%
Value $24.04M Shares 65,033 Est. Cost $196.91 Unrealized +95.3%
ETN Eaton 1.5%
Value $18.61M Shares 49,728 Est. Cost $309.45 Unrealized +17.4%
ALC Alcon 1.5%
Value $18.05M Shares 242,240 Est. Cost $89.55 Unrealized -6.8%
APD Air Products & Chemicals 1.4%
Value $17.63M Shares 64,656 Est. Cost $221.51 Unrealized +28.9%
MKC McCormick & Co 1.3%
Value $16.71M Shares 249,758 Est. Cost $65.87 Unrealized +4.8%
TXN Texas Instruments 1.3%
Value $16.59M Shares 90,305 Est. Cost $161.83 Unrealized +19.4%
TMO Thermo Fisher Scientific 1.3%
Value $15.75M Shares 32,475 Est. Cost $568.54 Unrealized -18.3%
ZBRA Zebra Technologies 1.2%
Value $15.47M Shares 52,075 Est. Cost $276.94 Unrealized +15.3%
ADBE Adobe Systems 1.1%
Value $13.61M Shares 38,579 Est. Cost $490.19 Unrealized -26.8%
BRK/B Berkshire Hathaway Class B 1.0%
Value $12.63M Shares 25,126 Est. Cost $332.61 Unrealized +45.6%
ACN Accenture 0.9%
Value $10.96M Shares 44,441 Est. Cost $336.80 Unrealized -22.6%
XOM Exxon Mobil 0.5%
Value $6.647M Shares 58,949 Est. Cost $104.51 Unrealized +5.0%
NVDA Nvidia 0.4%
Value $4.617M Shares 24,746 Est. Cost $93.85 Unrealized +85.7%
GOOGL Alphabet Class A 0.3%
Value $3.35M Shares 13,779 Est. Cost $116.14 Unrealized +80.1%
ABBV Abbvie 0.3%
Value $3.297M Shares 14,242 Est. Cost $128.20 Unrealized +57.5%
PEP Pepsico 0.2%
Value $2.832M Shares 20,168 Est. Cost $69.79 Unrealized +101.2%
SPY SPDR S&P 500 ETF Trust 0.2%
Value $2.8M Shares 4,203 Est. Cost $466.41 Unrealized
ABT Abbott Labs 0.2%
Value $2.44M Shares 18,216 Est. Cost $100.07 Unrealized +30.5%
BDX Becton Dickinson 0.2%
Value $2.403M Shares 12,841 Est. Cost $176.32 Unrealized +4.4%
MA Mastercard 0.2%
Value $2.295M Shares 4,035 Est. Cost $551.47 Unrealized +4.0%
CVX Chevron Corp 0.2%
Value $1.998M Shares 12,864 Est. Cost $97.76 Unrealized +55.8%
SJT San Juan Basin Royalty Trust 0.2%
Value $1.921M Shares 318,076 Est. Cost $14.64 Unrealized
LRCX Lam Research 0.1%
Value $1.808M Shares 13,500 Est. Cost $76.05 Unrealized +38.8%
GWW WW Grainger 0.1%
Value $1.744M Shares 1,830 Est. Cost $672.40 Unrealized +48.8%
BSM Black Stone Minerals 0.1%
Value $1.577M Shares 119,987 Est. Cost $13.08 Unrealized
UPS United Parcel Service 0.1%
Value $1.549M Shares 18,545 Est. Cost $60.25 Unrealized +46.3%
FDX FedEx 0.1%
Value $1.458M Shares 6,183 Est. Cost $215.22 Unrealized +6.1%
JPM JPMorganChase 0.1%
Value $1.438M Shares 4,558 Est. Cost $117.40 Unrealized +152.1%
STEL Stellar Bancorp 0.1%
Value $1.408M Shares 46,419 Est. Cost $28.48 Unrealized +6.7%
WM Waste Management 0.1%
Value $1.386M Shares 6,275 Est. Cost $109.19 Unrealized +104.9%
AVGO Broadcom 0.1%
Value $1.371M Shares 4,156 Est. Cost $190.43 Unrealized +60.5%
DMLP Dorchester Minerals 0.1%
Value $1.357M Shares 52,423 Est. Cost $22.60 Unrealized
NFLX Netflix 0.1%
Value $1.199M Shares 1,000 Est. Cost $24.21 Unrealized +404.2%
SBR Sabine Royalty Trust 0.1%
Value $1.112M Shares 14,000 Est. Cost $51.64 Unrealized
META Meta Platforms 0.1%
Value $955K Shares 1,300 Est. Cost $359.98 Unrealized +106.5%
IBM IBM 0.1%
Value $842K Shares 2,985 Est. Cost $105.83 Unrealized +145.2%
MDT Medtronic 0.1%
Value $805K Shares 8,448 Est. Cost $83.50 Unrealized +9.3%
GOOG Alphabet Class C 0.1%
Value $769K Shares 3,156 Est. Cost $164.85 Unrealized +27.3%
SYY Sysco 0.1%
Value $761K Shares 9,243 Est. Cost $56.07 Unrealized +40.6%
DUK Duke Energy 0.1%
Value $758K Shares 6,128 Est. Cost $115.43 Unrealized +3.8%
NOW ServiceNow 0.1%
Value $712K Shares 774 Est. Cost $133.17 Unrealized +40.3%
MCD McDonalds 0.1%
Value $648K Shares 2,133 Est. Cost $218.28 Unrealized +38.1%
MU Micron Technology 0.0%
Value $576K Shares 3,440 Est. Cost $108.49 Unrealized +17.8%
LLY Eli Lilly 0.0%
Value $568K Shares 745 Est. Cost $750.79 Unrealized -1.1%
COP Conocophillips 0.0%
Value $552K Shares 5,838 Est. Cost $71.88 Unrealized +29.8%
LOW Lowes 0.0%
Value $549K Shares 2,185 Est. Cost $102.66 Unrealized +137.9%
WMT Walmart 0.0%
Value $542K Shares 5,262 Est. Cost $53.26 Unrealized +86.3%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value $501K Shares 8,365 Est. Cost $45.12 Unrealized
XLU Utilities Select Sector SPDR Fund 0.0%
Value $501K Shares 5,744 Est. Cost $81.66 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value $464K Shares 6,146 Est. Cost $57.97 Unrealized +24.6%
BX Blackstone 0.0%
Value $427K Shares 2,500 Est. Cost $112.92 Unrealized +50.1%
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value $420K Shares 6,440 Est. Cost $91.10 Unrealized
MMM 3M 0.0%
Value $410K Shares 2,645 Est. Cost $128.38 Unrealized +19.3%
NVS Novartis ADR 0.0%
Value $407K Shares 3,177 Est. Cost $76.25 Unrealized
HD Home Depot 0.0%
Value $390K Shares 963 Est. Cost $209.41 Unrealized +85.8%
BMY Bristol-Myers Squibb 0.0%
Value $386K Shares 8,569 Est. Cost $61.89 Unrealized -26.5%
PSX Phillips 66 0.0%
Value $371K Shares 2,730 Est. Cost $111.77 Unrealized +13.1%
KRE SPDR S&P Regional Banking ETF 0.0%
Value $357K Shares 5,638 Est. Cost $52.50 Unrealized
IYT iShares Us Transportation ETF 0.0%
Value $348K Shares 4,856 Est. Cost $65.49 Unrealized
AMT American Tower Corp 0.0%
Value $334K Shares 1,737 Est. Cost $204.56 Unrealized 0.0%
GLD SPDR Gold Shares 0.0%
Value $334K Shares 939 Est. Cost $304.83 Unrealized
ORCL Oracle 0.0%
Value $325K Shares 1,156 Est. Cost $160.80 Unrealized +58.1%
VNQ Vanguard Real Estate ETF 0.0%
Value $317K Shares 3,467 Est. Cost $84.03 Unrealized
BLK Blackrock 0.0%
Value $309K Shares 265 Est. Cost $933.09 Unrealized +18.8%
AMGN Amgen 0.0%
Value $289K Shares 1,024 Est. Cost $258.59 Unrealized +10.8%
SPGI S&P Global 0.0%
Value $251K Shares 515 Est. Cost $496.65 Unrealized +7.5%
FFIN First Financial Bankshares 0.0%
Value $247K Shares 7,336 Est. Cost $25.26 Unrealized +40.8%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value $221K Shares 4,078 Est. Cost $49.46 Unrealized
EPD Enterprise Products 0.0%
Value $220K Shares 7,020 Est. Cost $31.33 Unrealized
NOK Nokia ADR 0.0%
Value $73,593 Shares 15,300 Est. Cost $6.48 Unrealized