Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.15M
Total Bought
$96.7K
Total Sold
$17.4K
Net Transaction
+$79.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Apple(AAPL)0359,556+359,5560766.61%+76
Taiwan Semiconductor(TSM)290,647293,887+3,24040514.46%+12
Microsoft(MSFT)297,569297,489-8012513311.61%+8
Amphenol197,326405,304+207,97823272.38%+5
Intuitive Surgical68,54969,706+1,15727312.71%+4
Adobe(ADBE)036,428+36,4280201.77%+20
Texas Instruments(TXN)75,45682,213+6,75713161.40%+3
Amazon(AMZN)117,954122,704+4,75021242.07%+2
Alcon243,581250,278+6,69720221.95%+2
FedEx114,517117,024+2,50733353.06%+2
Honeywell International(HON)129,679133,020+3,34127282.48%+2
Ecolab(ECL)159,448161,789+2,34137393.36%+2
Zebra Technologies(ZBRA)42,37446,260+3,88613141.25%+2
Air Products61,04263,003+1,96115161.42%+1
Coca-Cola(KO)412,888419,543+6,65525272.33%+1
Nvidia(NVDA)3,25632,278+29,022340.35%+1
Dover(DOV)206,741208,638+1,89737383.29%+1
Procter & Gamble(PG)203,793205,698+1,90533342.96%+1
Intuit(INTU)39,03939,821+78225262.28%+1
Cintas(CTAS)45,22945,453+22431322.78%+1
Duke Energy Corp New(DUK)03,578+3,578000.03%0
Ishares Tr Trans Avg Etf04,856+4,856000.03%0
Sap Se Ordf01,065+1,065000.02%0
Mcdonald's Corp.(MCD)1,2682,175+907010.05%0
Alphabet Inc Cap Sk Cl A(GOOG)16,69714,845-1,852330.24%0
Lam Resh Corp(LRCX)1,6421,619-23220.15%0
S&P 500 Spdr Tr Unit Ser 1(SPY)3,8163,8160220.18%0
Palo Alto Networks Inc(PANW)995968-27000.03%0
Novartis Ag(NVS)5,9845,820-164110.05%0
Netflix Inc(NFLX)1,0621,007-55110.06%0
Alphabet Inc Cap Sk Cl C3,6453,166-479110.05%0
Aercap Holdings Nv Shs(AER)3,9223,916-6000.03%0
Select Sector Spdr Tr Sbi Int-8,0888,0880110.05%0
Wal-Mart Stores(WMT)5,8475,492-355000.03%0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.08%0
Amgen(AMGN)1,1161,041-75000.03%0
Nokia(NOK)15,30015,3000000.01%0
Pfizer(PFE)8,7038,799+96000.02%0
T Mobile US Inc Com(TMUS)1,5581,457-101000.02%0
Danaher Corp(DHR)2,6512,659+8110.06%0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
5,6385,6380000.02%-0
Vanguard FTSE Developed Market7,3727,3720000.03%-0
Schwab Charles Cp New(SCHW)3,5583,396-162000.02%-0
Exxon Mobil Corp54,94255,386+444660.56%-0
Ishares Tr S&p Midcap 4006,4406,4400000.03%-0
Nextera Energy(NEE)6,1435,285-858000.03%-0
Servicenow Inc Com(NOW)488448-40000.03%-0
Waste Management Inc(WM)6,5056,409-96110.12%-0
S&p Global Inc(SPGI)590515-75000.02%-0
Vanguard Index Fds Reit Viper8,2008,2000110.06%-0
Blackrock Inc280265-15000.02%-0
First Financial Bankshares(FFIN)7,3367,3360000.02%-0
Thermo Fisher(TMO)27,43528,789+1,35416161.39%-0
Blackstone Inc Com(BX)1,8181,700-118000.02%-0
Ferguson Plc New Shs1,2261,184-42000.02%-0
Black Stone Minerals L Com Uni(BSM)126,762126,7620220.17%-0
Mondelez Intl Inc Cl A(MDLZ)7,2457,089-156100.04%-0
Entegris Ord Shs(ENTG)1,9731,719-254000.02%-0
Salesforce Inc.(CRM)1,7421,822+80100.04%-0
Jp Morgan Chase & Co(JPM)6,1085,759-349110.10%-0
Merck & Co Inc(MRK)4,0433,831-212100.04%-0
Eli Lilly(LLY)636468-168000.04%-0
International Business Machine(IBM)3,0742,985-89110.05%-0
Home Depot(HD)1,1161,034-82000.03%-0
Unitedhealth Group(UNH)776608-168000.03%-0
Advanced Micro Devices Inc(AMD)2,1751,903-272000.03%-0
Sysco Corp(SYY)9,2269,299+73110.06%-0
Phillips 66 Com(PSX)3,2673,168-99100.04%-0
Medtronic Plc8,5918,318-273110.06%-0
Bristol Myers Squibb(BMY)8,8188,720-98000.03%-0
Chevron Corp(CVX)13,16612,522-644220.17%-0
Meta Platforms(META)2,1061,787-319110.08%-0
Conocophillips(COP)7,0326,714-318110.07%-0
Dorchester Minerals Lp(DMLP)52,42352,4230220.14%-0
Lowes Cos Inc(LOW)4,3544,284-70110.08%-0
Abbott Labs18,33818,298-40220.17%-0
W.W. Grainger(GWW)1,8311,830-1220.14%-0
Abbvie Inc.(ABBV)14,90514,570-335320.22%-0
Iqvia Hldgs Inc Com(IQV)8520-85200-0
Ishares North American Natural5,8530-5,85300-0
Ball Corp3,9870-3,98700-0
Sherwin Williams Co(SHW)8040-80400-0
Paypal(PYPL)4,9650-4,96500-0
Vanguard Intl Eqty Idx Emr Mkt8,3640-8,36400-0
United Parcel Service(UPS)26,27125,909-362440.31%-0
Mastercard Inc Cl A(MA)4,5034,035-468220.16%-0
San Juan Basin Royalty Trust318,076318,0760210.11%-0
Berkshire Hathaway Cl B26,21826,026-19211110.92%-0
Ishares Tr Sp Sm Cp 600 Vl Etf4,2610-4,26100-0
Emerson Electric(EMR)274,238277,952+3,71431312.67%-0
Ishares Tr S&p Midcp Valu5,6460-5,64610-1
McCormick(MKC)242,855252,292+9,43719181.56%-1
Stryker(SYK)64,98965,885+89623221.96%-1
Wells Fargo Co.(WFC)14,7000-14,70010-1
Ishares Tr Msci Eafe Idx12,5740-12,57410-1
Prosperity Bancshares(PB)15,4250-15,42510-1
Becton Dickinson(BDX)82,47882,646+16820191.69%-1
Donaldson(DCI)503,690509,241+5,55138363.18%-1
Pepsico(PEP)168,208170,866+2,65829282.46%-1
Johnson & Johnson(JNJ)177,012181,432+4,42028272.31%-1
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