Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.14M
Total Bought
$47.1K
Total Sold
$121.1K
Net Transaction
-$74.0K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Eaton(ETN)039,136+39,1360110.93%+11
Accenture
SHS CLASS A
033,904+33,9040110.93%+11
Cintas(CTAS)0181,073+181,0730373.26%+37
Johnson & Johnson(JNJ)194,783192,473-2,31028322.79%+4
Coca-Cola(KO)456,795447,785-9,01028322.81%+4
Ecolab(ECL)169,602168,515-1,08740433.74%+3
Auto Data Processing195,076194,014-1,06257595.19%+2
Berkshire Hathaway Cl B26,02625,300-72612131.18%+2
Alcon0245,222+245,2220232.04%+23
McCormick(MKC)258,149251,228-6,92120211.81%+1
Stryker(SYK)67,10566,540-56524252.17%+1
San Juan Basin Royalty Trust318,076318,0760120.15%+1
Abbvie Inc.(ABBV)14,50514,371-134330.26%0
Abbott Labs18,17818,153-25220.21%0
Broadcom Inc(AVGO)1,5804,222+2,642010.06%0
Chevron Corp(CVX)12,83012,834+4220.19%0
Martin Marietta Matls(MLM)0540+540000.02%0
Becton Dickinson(BDX)87,66087,911+25120201.76%0
Intel(INTC)09,208+9,208000.02%0
Costar Group Inc(CSGP)02,557+2,557000.02%0
Waste Management Inc(WM)6,4006,275-125110.13%0
International Business Machine(IBM)2,9903,000+10110.07%0
Duke Energy Corp New(DUK)6,1176,1170110.07%0
Mastercard Inc Cl A(MA)4,0404,0400220.19%0
Medtronic Plc8,5688,5680110.07%0
Vanguard FTSE Developed Market7,3728,365+993000.04%0
Air Products65,32164,480-84119191.66%0
Mondelez Intl Inc Cl A(MDLZ)6,9606,9600000.04%0
Amgen(AMGN)1,0301,032+2000.03%0
Novartis Ag(NVS)3,9403,895-45000.04%0
Mcdonald's Corp.(MCD)2,1752,1750110.06%0
3M CO(MMM)2,6522,6520000.03%0
Netflix Inc(NFLX)1,0071,010+3110.08%0
Spdr Gold Trust Gold Shs9399390000.02%0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.08%0
Bristol Myers Squibb(BMY)8,7208,7200010.05%0
Salesforce Inc.(CRM)1,8232,420+597110.06%0
Conocophillips(COP)5,8385,8380110.05%0
Phillips 66 Com(PSX)2,7302,7300000.03%0
Jp Morgan Chase & Co(JPM)6,2096,166-43120.13%0
Sap Se Ordf1,0651,0650000.02%0
Veeva Systems Inc Class A(VEEV)9569560000.02%0
Nokia(NOK)15,30015,3000000.01%0
Lam Resh Corp(LRCX)14,19014,1900110.09%0
S&p Global Inc(SPGI)5155150000.02%0
Unitedhealth Group(UNH)608597-11000.03%0
Parent Cap Corp F12,55912,5590000.00%0
First Financial Bankshares(FFIN)7,3367,3360000.02%0
Nextera Energy(NEE)6,0886,090+2000.04%-0
Talen Energy Corp Com2,0792,0790000.04%-0
Enterprise Prods Partn(EPD)7,8207,020-800000.02%-0
Wal-Mart Stores(WMT)5,4925,4920000.04%-0
Ishares Tr Trans Avg Etf4,8564,8560000.03%-0
Sysco Corp(SYY)9,3049,247-57110.06%-0
Black Stone Minerals L Com Uni(BSM)126,762119,987-6,775220.16%-0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
5,6385,6380000.03%-0
Blackrock Inc(BLK)2652650000.02%-0
Home Depot(HD)1,0441,050+6000.03%-0
Ishares Tr S&p Midcap 4006,4406,4400000.03%-0
T Mobile US Inc Com(TMUS)1,4571,098-359000.03%-0
Stellar Bancorp Ord Shs46,41946,4190110.11%-0
Palo Alto Networks Inc(PANW)1,6381,497-141000.02%-0
Servicenow Inc Com(NOW)448522+74000.04%-0
Blackstone Inc Com(BX)2,5002,5000000.03%-0
Alphabet Inc Cap Sk Cl C3,1663,156-10100.04%-0
W.W. Grainger(GWW)1,8301,8300220.16%-0
S&P 500 Spdr Tr Unit Ser 1(SPY)5,2035,2030330.25%-0
Procter & Gamble(PG)223,050218,572-4,47837373.26%-0
Danaher Corp(DHR)2,6462,223-423100.04%-0
Texas Instruments(TXN)85,28688,137+2,85116161.39%-0
Select Sector Spdr Tr Sbi Int-8,0885,744-2,344100.04%-0
Dorchester Minerals Lp(DMLP)52,42352,4230220.14%-0
Ferguson Plc New Shs1,1840-1,18400-0
Invesco Qqq Trust Series 14050-40500-0
Advanced Micro Devices Inc(AMD)1,9030-1,90300-0
Vanguard Index Fds S&p 500 Etf4470-44700-0
Pfizer(PFE)9,3160-9,31600-0
Meta Platforms(META)2,1871,783-404110.09%-0
Vanguard Index Fds Reit Viper8,2005,179-3,021100.04%-0
Lowes Cos Inc(LOW)3,2132,195-1,018110.04%-0
Donaldson(DCI)561,818560,037-1,78138383.29%-0
Merck & Co Inc(MRK)3,7420-3,74200-0
Aercap Holdings Nv Shs(AER)3,9160-3,91600-0
Alphabet Inc Cap Sk Cl A(GOOG)14,52815,007+479320.20%-0
Thermo Fisher(TMO)030,674+30,6740151.34%+15
Intuit(INTU)40,51740,695+17825252.19%-0
Eli Lilly(LLY)1,795777-1,018110.06%-1
Nvidia(NVDA)28,68126,810-1,871430.25%-1
Exxon Mobil Corp75,33359,076-16,257870.61%-1
United Parcel Service(UPS)26,74919,592-7,157320.19%-1
Illinois Tool Works(ITW)187,715186,726-98948464.05%-1
Nordson(NDSN)0235,135+235,1350474.15%+47
Amphenol411,971409,459-2,51229272.35%-2
Intuitive Surgical70,49969,903-59637353.03%-2
Adobe(ADBE)38,15338,414+26117151.29%-2
Honeywell International(HON)140,246137,761-2,48532292.55%-3
Dover(DOV)221,736220,357-1,37942393.39%-3
Paccar(PCAR)404,434401,703-2,73142393.42%-3
Amazon(AMZN)124,079123,227-85227232.05%-4
Zebra Technologies(ZBRA)47,49450,384+2,89018141.25%-4
Page 1 of 1