MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $1.149B (100.0% shares, 0.0% debt)

Holdings (76)

MSFT Microsoft 11.5%
Value $132M Shares 273,867 Est. Cost $50.80 Unrealized +885.5%
TSM Taiwan Semiconductor 7.0%
Value $80.44M Shares 264,711 Est. Cost $44.63 Unrealized
AAPL Apple 6.6%
Value $75.71M Shares 278,487 Est. Cost $90.32 Unrealized +197.1%
APH Amphenol 4.6%
Value $52.37M Shares 387,528 Est. Cost $50.34 Unrealized +165.3%
NDSN Nordson 4.5%
Value $51.67M Shares 214,893 Est. Cost $76.36 Unrealized +206.8%
ADP Automatic Data Processing 4.0%
Value $46.1M Shares 179,201 Est. Cost $63.33 Unrealized +318.2%
DCI Donaldson 3.9%
Value $44.61M Shares 503,113 Est. Cost $34.46 Unrealized +150.8%
ITW Illinois Tool Works 3.7%
Value $42.63M Shares 173,072 Est. Cost $69.74 Unrealized +255.0%
PCAR Paccar 3.6%
Value $41.1M Shares 375,350 Est. Cost $40.93 Unrealized +147.3%
ECL Ecolab 3.5%
Value $40.76M Shares 155,278 Est. Cost $87.67 Unrealized +203.1%
DOV Dover 3.5%
Value $40.59M Shares 207,886 Est. Cost $52.47 Unrealized +246.5%
ISRG Intuitive Surgical 3.3%
Value $37.95M Shares 67,004 Est. Cost $522.87 Unrealized +1.8%
JNJ Johnson & Johnson 3.1%
Value $35.81M Shares 173,044 Est. Cost $71.78 Unrealized +174.5%
EMR Emerson Electric 3.1%
Value $35.75M Shares 269,338 Est. Cost $48.26 Unrealized +174.3%
CTAS Cintas 2.9%
Value $33.3M Shares 177,059 Est. Cost $159.04 Unrealized +18.3%
PG Procter & Gamble 2.6%
Value $29.74M Shares 207,508 Est. Cost $65.06 Unrealized +126.2%
KO Coca-Cola 2.5%
Value $28.74M Shares 411,156 Est. Cost $32.74 Unrealized +112.0%
AMZN Amazon 2.3%
Value $26.16M Shares 113,347 Est. Cost $125.98 Unrealized +81.6%
INTU Intuit 2.2%
Value $25.52M Shares 38,523 Est. Cost $316.57 Unrealized +108.7%
HON Honeywell 2.1%
Value $24.62M Shares 126,224 Est. Cost $89.87 Unrealized +117.0%
SYK Stryker 2.0%
Value $22.43M Shares 63,822 Est. Cost $196.91 Unrealized +84.6%
ALC Alcon 1.6%
Value $18.14M Shares 230,122 Est. Cost $89.55 Unrealized -14.0%
TMO Thermo Fisher Scientific 1.6%
Value $17.92M Shares 30,925 Est. Cost $568.54 Unrealized -0.6%
ETN Eaton 1.4%
Value $15.8M Shares 49,614 Est. Cost $309.45 Unrealized +14.5%
TXN Texas Instruments 1.4%
Value $15.65M Shares 90,218 Est. Cost $161.83 Unrealized +5.5%
MKC McCormick & Co 1.4%
Value $15.61M Shares 229,183 Est. Cost $65.87 Unrealized +0.1%
APD Air Products & Chemicals 1.3%
Value $15.44M Shares 62,492 Est. Cost $221.51 Unrealized +13.6%
ZBRA Zebra Technologies 1.1%
Value $12.64M Shares 52,044 Est. Cost $276.94 Unrealized -3.4%
BRK/B Berkshire Hathaway Class B 1.1%
Value $12.63M Shares 25,126 Est. Cost $332.61 Unrealized +49.6%
ACN Accenture 1.1%
Value $12.08M Shares 45,008 Est. Cost $335.76 Unrealized -24.3%
ADBE Adobe Systems 1.0%
Value $11.97M Shares 34,187 Est. Cost $490.19 Unrealized -30.6%
XOM Exxon Mobil 0.6%
Value $7.087M Shares 58,887 Est. Cost $104.51 Unrealized +10.5%
NVDA Nvidia 0.3%
Value $2.938M Shares 15,755 Est. Cost $93.85 Unrealized +98.3%
SPY SPDR S&P 500 ETF Trust 0.3%
Value $2.876M Shares 4,218 Est. Cost $466.41 Unrealized
ABBV Abbvie 0.2%
Value $2.525M Shares 11,050 Est. Cost $128.20 Unrealized +77.5%
PEP Pepsico 0.2%
Value $2.442M Shares 17,014 Est. Cost $69.79 Unrealized +109.1%
GOOGL Alphabet Class A 0.2%
Value $2.327M Shares 7,436 Est. Cost $116.14 Unrealized +145.9%
LRCX Lam Research 0.2%
Value $2.311M Shares 13,500 Est. Cost $76.05 Unrealized +104.3%
GWW WW Grainger 0.2%
Value $1.847M Shares 1,830 Est. Cost $672.40 Unrealized +44.1%
FDX FedEx 0.2%
Value $1.762M Shares 6,100 Est. Cost $215.22 Unrealized +21.5%
MA Mastercard 0.1%
Value $1.628M Shares 2,852 Est. Cost $551.47 Unrealized +1.4%
UPS United Parcel Service 0.1%
Value $1.628M Shares 16,410 Est. Cost $60.25 Unrealized +53.9%
BSM Black Stone Minerals 0.1%
Value $1.595M Shares 119,987 Est. Cost $13.08 Unrealized
ABT Abbott Labs 0.1%
Value $1.552M Shares 12,388 Est. Cost $100.07 Unrealized +27.2%
CVX Chevron Corp 0.1%
Value $1.478M Shares 9,695 Est. Cost $97.76 Unrealized +54.9%
STEL Stellar Bancorp 0.1%
Value $1.436M Shares 46,419 Est. Cost $28.48 Unrealized +7.9%
BDX Becton Dickinson 0.1%
Value $1.424M Shares 7,340 Est. Cost $176.32 Unrealized +7.5%
WM Waste Management 0.1%
Value $1.379M Shares 6,275 Est. Cost $109.19 Unrealized +94.7%
DMLP Dorchester Minerals 0.1%
Value $1.172M Shares 52,423 Est. Cost $22.60 Unrealized
GOOG Alphabet Class C 0.1%
Value $990K Shares 3,156 Est. Cost $164.85 Unrealized +73.7%
SJT San Juan Basin Royalty Trust 0.1%
Value $957K Shares 170,288 Est. Cost $14.64 Unrealized
NFLX Netflix 0.1%
Value $938K Shares 10,000 Est. Cost $99.45 Unrealized +8.4%
LLY Eli Lilly 0.1%
Value $811K Shares 755 Est. Cost $753.50 Unrealized +26.8%
DUK Duke Energy 0.1%
Value $721K Shares 6,153 Est. Cost $115.43 Unrealized +5.3%
SYY Sysco 0.1%
Value $681K Shares 9,246 Est. Cost $56.07 Unrealized +34.7%
AVGO Broadcom 0.0%
Value $560K Shares 1,619 Est. Cost $190.43 Unrealized +87.5%
MDT Medtronic 0.0%
Value $557K Shares 5,795 Est. Cost $83.50 Unrealized +16.3%
IBM IBM 0.0%
Value $530K Shares 1,788 Est. Cost $105.83 Unrealized +182.3%
LOW Lowes 0.0%
Value $527K Shares 2,186 Est. Cost $102.66 Unrealized +133.6%
SBR Sabine Royalty Trust 0.0%
Value $480K Shares 7,000 Est. Cost $51.64 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value $449K Shares 8,319 Est. Cost $61.89 Unrealized -23.2%
NVS Novartis ADR 0.0%
Value $437K Shares 3,169 Est. Cost $76.25 Unrealized
MMM 3M 0.0%
Value $423K Shares 2,645 Est. Cost $128.38 Unrealized +27.1%
COP Conocophillips 0.0%
Value $378K Shares 4,040 Est. Cost $71.88 Unrealized +25.2%
MCD McDonalds 0.0%
Value $376K Shares 1,231 Est. Cost $218.28 Unrealized +39.8%
GLD SPDR Gold Shares 0.0%
Value $372K Shares 939 Est. Cost $304.83 Unrealized
PSX Phillips 66 0.0%
Value $352K Shares 2,730 Est. Cost $111.77 Unrealized +19.9%
HD Home Depot 0.0%
Value $337K Shares 980 Est. Cost $212.11 Unrealized +71.9%
TCBI Texas Capital Bancshares 0.0%
Value $317K Shares 3,500 Est. Cost $87.79 Unrealized 0.0%
WMT Walmart 0.0%
Value $290K Shares 2,604 Est. Cost $53.26 Unrealized +101.3%
META Meta Platforms 0.0%
Value $281K Shares 426 Est. Cost $359.98 Unrealized +85.4%
VGT Vanguard Information Technology ETF 0.0%
Value $256K Shares 340 Est. Cost $753.78 Unrealized
EPD Enterprise Products 0.0%
Value $225K Shares 7,020 Est. Cost $31.33 Unrealized
AMGN Amgen 0.0%
Value $221K Shares 676 Est. Cost $258.59 Unrealized +22.2%
FFIN First Financial Bankshares 0.0%
Value $219K Shares 7,336 Est. Cost $25.26 Unrealized +24.2%
NOK Nokia ADR 0.0%
Value $96,843 Shares 14,968 Est. Cost $6.48 Unrealized