Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.12M
Total Bought
$25.0K
Total Sold
$93.2K
Net Transaction
-$68.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Microsoft(MSFT)302,932297,569-5,36311412511.13%+11
Paccar(PCAR)388,768382,734-6,03438474.22%+9
Taiwan Semiconductor(TSM)292,985290,647-2,33830403.52%+9
Dover(DOV)209,253206,741-2,51232373.26%+4
Donaldson(DCI)508,982503,690-5,29233383.35%+4
Ecolab(ECL)165,333159,448-5,88533373.27%+4
Intuitive Surgical69,36168,549-81223272.43%+4
Emerson Electric(EMR)279,955274,238-5,71727312.77%+4
Stryker(SYK)65,54264,989-55320232.07%+4
FedEx117,144114,517-2,62730332.95%+4
Cintas(CTAS)45,73545,229-50628312.76%+4
Amazon(AMZN)117,154117,954+80018211.89%+3
Amphenol199,068197,326-1,74220232.02%+3
Procter & Gamble(PG)207,795203,793-4,00230332.94%+3
McCormick(MKC)239,651242,855+3,20416191.66%+2
Auto Data Processing187,001183,335-3,66644464.07%+2
Berkshire Hathaway Cl B26,02626,218+1929110.98%+2
Zebra Technologies(ZBRA)40,85242,374+1,52211131.14%+2
Nvidia(NVDA)2,9253,256+331130.26%+1
Thermo Fisher(TMO)27,46027,435-2515161.42%+1
Alcon244,605243,581-1,02419201.80%+1
Ishares Tr Msci Eafe Idx012,574+12,574010.09%+1
Intuit(INTU)39,11539,039-7624252.26%+1
Exxon Mobil Corp54,92354,942+19560.57%+1
Nordson(NDSN)220,211215,043-5,16858595.25%+1
Ishares Tr S&p Midcp Valu05,646+5,646010.06%+1
Texas Instruments(TXN)73,24475,456+2,21212131.17%+1
Meta Platforms(META)1,0882,106+1,018010.09%+1
Illinois Tool Works(ITW)171,583169,743-1,84045464.05%+1
Pepsico(PEP)170,039168,208-1,83129292.62%+1
Select Sector Spdr Tr Sbi Int-08,088+8,088010.05%+1
Alphabet Inc Cap Sk Cl A(GOOG)14,90616,697+1,791230.22%0
Ishares Tr Sp Sm Cp 600 Vl Etf04,261+4,261000.04%0
Danaher Corp(DHR)1,1042,651+1,547010.06%0
Nextera Energy(NEE)06,143+6,143000.03%0
Vanguard Intl Eqty Idx Emr Mkt08,364+8,364000.03%0
W.W. Grainger(GWW)1,8301,831+1220.17%0
Aercap Holdings Nv Shs(AER)03,922+3,922000.03%0
Paypal(PYPL)04,965+4,965000.03%0
Coca-Cola(KO)423,289412,888-10,40125252.25%0
Palo Alto Networks Inc(PANW)0995+995000.03%0
Salesforce Inc.(CRM)9301,742+812010.05%0
Sherwin Williams Co(SHW)0804+804000.02%0
Entegris Ord Shs(ENTG)01,973+1,973000.02%0
Ball Corp03,987+3,987000.02%0
Ferguson Plc New Shs01,226+1,226000.02%0
Ishares North American Natural05,853+5,853000.02%0
Jp Morgan Chase & Co(JPM)5,6586,108+450110.11%0
Lam Resh Corp(LRCX)1,7051,642-63120.14%0
Schwab Charles Cp New(SCHW)03,558+3,558000.02%0
T Mobile US Inc Com(TMUS)01,558+1,558000.02%0
Pfizer(PFE)08,703+8,703000.02%0
Eli Lilly(LLY)436636+200000.04%0
Waste Management Inc(WM)6,5006,505+5110.12%0
Mastercard Inc Cl A(MA)4,5694,503-66220.19%0
Iqvia Hldgs Inc Com(IQV)0852+852000.02%0
S&P 500 Spdr Tr Unit Ser 1(SPY)3,8163,8160220.18%0
Lowes Cos Inc(LOW)4,2704,354+84110.10%0
Netflix Inc(NFLX)1,0001,062+62010.06%0
Wells Fargo Co.(WFC)14,40814,700+292110.08%0
Chevron Corp(CVX)12,99113,166+175220.18%0
Merck & Co Inc(MRK)3,8654,043+178010.05%0
Phillips 66 Com(PSX)3,1683,267+99010.05%0
Alphabet Inc Cap Sk Cl C3,1663,645+479010.05%0
Conocophillips(COP)6,8147,032+218110.08%0
Dorchester Minerals Lp(DMLP)52,42352,4230220.16%0
Home Depot(HD)9731,116+143000.04%0
Wal-Mart Stores(WMT)1,7425,847+4,105000.03%0
Sysco Corp(SYY)9,2239,226+3110.07%0
San Juan Basin Royalty Trust318,076318,0760220.15%0
Servicenow Inc Com(NOW)448488+40000.03%0
Amgen(AMGN)9301,116+186000.03%0
Unitedhealth Group(UNH)644776+132000.03%0
Bristol Myers Squibb(BMY)8,5508,818+268000.04%0
International Business Machine(IBM)3,3653,074-291110.05%0
Medtronic Plc8,6568,591-65110.07%0
Ishares Tr S&p Midcap 4001,2886,440+5,152000.03%0
S&p Global Inc(SPGI)515590+75000.02%0
First Financial Bankshares(FFIN)7,3367,3360000.02%0
Blackrock Inc265280+15000.02%0
Vanguard FTSE Developed Market7,3727,3720000.03%0
Blackstone Inc Com(BX)1,7001,818+118000.02%0
Mondelez Intl Inc Cl A(MDLZ)6,9607,245+285110.05%0
Nokia(NOK)15,30015,3000000.00%0
Mcdonald's Corp.(MCD)1,2121,268+56000.03%-0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
5,6385,6380000.03%-0
Abbvie Inc.(ABBV)17,61214,905-2,707330.24%-0
Vanguard Index Fds Reit Viper8,2008,2000110.06%-0
Prosperity Bancshares(PB)15,42515,4250110.09%-0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.08%-0
Johnson & Johnson(JNJ)179,116177,012-2,10428282.49%-0
Becton Dickinson(BDX)84,00582,478-1,52720201.81%-0
Abbott Labs19,64818,338-1,310220.19%-0
Advanced Micro Devices Inc(AMD)3,2902,175-1,115000.03%-0
Black Stone Minerals L Com Uni(BSM)132,962126,762-6,200220.18%-0
United Parcel Service(UPS)26,29526,271-24440.35%-0
Novartis Ag(NVS)11,5115,984-5,527110.05%-1
Honeywell International(HON)130,841129,679-1,16227272.37%-1
Vanguard Index Fds S&p 500 Etf2,5670-2,56710-1
Air Products60,68761,042+35517151.32%-2
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