MCDANIEL TERRY & CO Diversified Active

Location: Austin, TX

CIK: 0001104366 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $1.177B (100.0% shares, 0.0% debt)

Holdings (81)

MSFT Microsoft 9.3%
Value $110M Shares 295,823 Est. Cost $79.28 Unrealized +448.2%
TSM Taiwan Semiconductor 7.9%
Value $92.99M Shares 275,149 Est. Cost $55.76 Unrealized
AAPL Apple 7.5%
Value $88.83M Shares 350,028 Est. Cost $125.57 Unrealized +109.3%
NDSN Nordson 5.3%
Value $62.33M Shares 234,252 Est. Cost $92.95 Unrealized +198.2%
APH Amphenol 4.3%
Value $50.91M Shares 402,891 Est. Cost $54.00 Unrealized +171.1%
ITW Illinois Tool Works 4.1%
Value $48.16M Shares 185,018 Est. Cost $82.88 Unrealized +229.7%
DCI Donaldson 4.0%
Value $46.97M Shares 553,411 Est. Cost $40.59 Unrealized +151.1%
JNJ Johnson & Johnson 3.9%
Value $45.47M Shares 186,033 Est. Cost $82.68 Unrealized +175.6%
DOV Dover 3.8%
Value $44.85M Shares 215,174 Est. Cost $57.97 Unrealized +270.3%
PCAR Paccar 3.8%
Value $44.46M Shares 384,926 Est. Cost $42.97 Unrealized +186.2%
ECL Ecolab 3.7%
Value $43.69M Shares 164,253 Est. Cost $98.52 Unrealized +190.5%
ADP Automatic Data Processing 3.3%
Value $39.11M Shares 192,467 Est. Cost $75.56 Unrealized +218.7%
EMR Emerson Electric 3.2%
Value $37.09M Shares 283,074 Est. Cost $53.13 Unrealized +179.5%
KO Coca-Cola 2.8%
Value $33.49M Shares 440,349 Est. Cost $35.53 Unrealized +110.4%
ISRG Intuitive Surgical 2.7%
Value $31.54M Shares 68,414 Est. Cost $522.83 Unrealized -0.4%
PG Procter & Gamble 2.7%
Value $31.39M Shares 217,322 Est. Cost $68.98 Unrealized +120.0%
HON Honeywell 2.6%
Value $30.47M Shares 134,795 Est. Cost $98.52 Unrealized +129.3%
CTAS Cintas 2.5%
Value $30.01M Shares 177,415 Est. Cost $159.04 Unrealized +21.6%
AMZN Amazon 2.1%
Value $24.14M Shares 115,912 Est. Cost $128.21 Unrealized +76.9%
SYK Stryker 1.8%
Value $21.7M Shares 66,042 Est. Cost $202.55 Unrealized +80.0%
APD Air Products & Chemicals 1.6%
Value $18.99M Shares 65,377 Est. Cost $223.71 Unrealized +21.4%
ALC Alcon 1.6%
Value $18.38M Shares 243,992 Est. Cost $89.04 Unrealized -9.6%
ETN Eaton 1.6%
Value $18.31M Shares 51,191 Est. Cost $310.81 Unrealized +13.8%
TXN Texas Instruments 1.5%
Value $17.88M Shares 92,111 Est. Cost $162.75 Unrealized +26.7%
INTU Intuit 1.5%
Value $17.46M Shares 40,387 Est. Cost $324.93 Unrealized +53.1%
TMO Thermo Fisher Scientific 1.4%
Value $16.07M Shares 32,692 Est. Cost $568.87 Unrealized +1.0%
BRK/B Berkshire Hathaway Class B 1.0%
Value $12.04M Shares 25,126 Est. Cost $332.61 Unrealized +48.4%
ZBRA Zebra Technologies 1.0%
Value $11.52M Shares 55,094 Est. Cost $275.39 Unrealized -9.6%
XOM Exxon Mobil 0.8%
Value $9.991M Shares 58,887 Est. Cost $104.51 Unrealized +32.7%
ACN Accenture 0.8%
Value $9.899M Shares 49,921 Est. Cost $327.64 Unrealized -22.7%
RSG Republic Services 0.6%
Value $7.05M Shares 32,191 Est. Cost $216.60 Unrealized 0.0%
MKC McCormick & Co 0.6%
Value $6.483M Shares 128,534 Est. Cost $65.87 Unrealized +1.2%
ADBE Adobe Systems 0.5%
Value $6.058M Shares 24,922 Est. Cost $490.19 Unrealized -40.9%
LRCX Lam Research 0.2%
Value $2.884M Shares 13,500 Est. Cost $76.05 Unrealized +197.1%
SPY SPDR S&P 500 ETF Trust 0.2%
Value $2.743M Shares 4,218 Est. Cost $466.41 Unrealized
NVDA Nvidia 0.2%
Value $2.722M Shares 15,610 Est. Cost $93.85 Unrealized +98.9%
ABBV Abbvie 0.2%
Value $2.623M Shares 12,059 Est. Cost $136.09 Unrealized +63.5%
PEP Pepsico 0.2%
Value $2.421M Shares 15,588 Est. Cost $69.79 Unrealized +121.7%
GOOGL Alphabet Class A 0.2%
Value $2.207M Shares 7,675 Est. Cost $122.59 Unrealized +163.7%
CVX Chevron Corp 0.2%
Value $2.113M Shares 10,211 Est. Cost $101.51 Unrealized +69.3%
GWW WW Grainger 0.2%
Value $1.996M Shares 1,830 Est. Cost $672.40 Unrealized +62.8%
BDX Becton Dickinson 0.2%
Value $1.993M Shares 12,675 Est. Cost $172.75 Unrealized -2.8%
BSM Black Stone Minerals 0.2%
Value $1.814M Shares 119,987 Est. Cost $13.08 Unrealized
FDX FedEx 0.1%
Value $1.725M Shares 4,842 Est. Cost $215.22 Unrealized +57.5%
STEL Stellar Bancorp 0.1%
Value $1.699M Shares 46,419 Est. Cost $28.48 Unrealized +24.9%
UPS United Parcel Service 0.1%
Value $1.605M Shares 16,314 Est. Cost $60.25 Unrealized +82.4%
SJT San Juan Basin Royalty Trust 0.1%
Value $1.53M Shares 318,076 Est. Cost $10.07 Unrealized
WM Waste Management 0.1%
Value $1.442M Shares 6,275 Est. Cost $109.19 Unrealized +107.0%
DMLP Dorchester Minerals 0.1%
Value $1.421M Shares 52,423 Est. Cost $22.60 Unrealized
MA Mastercard 0.1%
Value $1.396M Shares 2,794 Est. Cost $551.47 Unrealized -2.3%
ABT Abbott Labs 0.1%
Value $1.376M Shares 13,400 Est. Cost $101.23 Unrealized +14.0%
SBR Sabine Royalty Trust 0.1%
Value $1.055M Shares 14,000 Est. Cost $63.49 Unrealized
NFLX Netflix 0.1%
Value $962K Shares 10,000 Est. Cost $99.45 Unrealized -15.7%
GOOG Alphabet Class C 0.1%
Value $905K Shares 3,156 Est. Cost $164.85 Unrealized +96.3%
DUK Duke Energy 0.1%
Value $808K Shares 6,168 Est. Cost $115.43 Unrealized +4.7%
LLY Eli Lilly 0.1%
Value $689K Shares 749 Est. Cost $753.50 Unrealized +39.0%
SYY Sysco 0.1%
Value $660K Shares 9,249 Est. Cost $56.07 Unrealized +46.7%
AVGO Broadcom 0.1%
Value $624K Shares 2,017 Est. Cost $218.79 Unrealized +52.7%
COP Conocophillips 0.0%
Value $563K Shares 4,264 Est. Cost $73.49 Unrealized +39.7%
MDT Medtronic 0.0%
Value $537K Shares 6,203 Est. Cost $84.55 Unrealized +17.7%
WAT Waters 0.0%
Value $517K Shares 1,737 Est. Cost $367.10 Unrealized 0.0%
LOW Lowes 0.0%
Value $517K Shares 2,187 Est. Cost $102.66 Unrealized +164.5%
NVS Novartis 0.0%
Value $508K Shares 3,325 Est. Cost $79.84 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value $505K Shares 8,319 Est. Cost $61.89 Unrealized -7.2%
PSX Phillips 66 0.0%
Value $497K Shares 2,730 Est. Cost $111.77 Unrealized +31.6%
IBM IBM 0.0%
Value $482K Shares 1,988 Est. Cost $123.75 Unrealized +129.4%
MCD McDonalds 0.0%
Value $430K Shares 1,384 Est. Cost $229.22 Unrealized +38.4%
GLD SPDR Gold Shares 0.0%
Value $404K Shares 939 Est. Cost $304.83 Unrealized
MMM 3M 0.0%
Value $355K Shares 2,445 Est. Cost $128.38 Unrealized +27.7%
HD Home Depot 0.0%
Value $352K Shares 1,072 Est. Cost $226.26 Unrealized +66.6%
TCBI Texas Capital Bancshares 0.0%
Value $332K Shares 3,500 Est. Cost $87.79 Unrealized +14.0%
SOLS Solstice Advanced Materials 0.0%
Value $326K Shares 4,283 Est. Cost $65.21 Unrealized 0.0%
WMT Walmart 0.0%
Value $321K Shares 2,586 Est. Cost $53.26 Unrealized +129.1%
META Meta Platforms 0.0%
Value $302K Shares 527 Est. Cost $416.63 Unrealized +57.3%
AMGN Amgen 0.0%
Value $277K Shares 787 Est. Cost $271.44 Unrealized +28.8%
EPD Enterprise Products 0.0%
Value $266K Shares 7,020 Est. Cost $31.33 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value $251K Shares 360 Est. Cost $750.66 Unrealized
JPM JPMorganChase 0.0%
Value $250K Shares 850 Est. Cost $311.42 Unrealized 0.0%
FFIN First Financial Bankshares 0.0%
Value $216K Shares 7,336 Est. Cost $25.26 Unrealized +29.1%
NEE Nextera Energy 0.0%
Value $209K Shares 2,254 Est. Cost $87.17 Unrealized 0.0%
NOK Nokia ADR 0.0%
Value $120K Shares 14,968 Est. Cost $6.48 Unrealized