Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.19M
Total Bought
$92.1K
Total Sold
$21.5K
Net Transaction
+$70.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Apple(AAPL)359,556360,084+52876847.03%+8
Auto Data Processing0184,918+184,9180514.29%+51
Nordson(NDSN)0217,239+217,2390574.78%+57
Cintas(CTAS)45,453182,673+137,22032383.15%+6
Illinois Tool Works(ITW)0172,756+172,7560453.79%+45
Coca-Cola(KO)419,543423,150+3,60727302.55%+4
Johnson & Johnson(JNJ)181,432185,003+3,57127302.51%+3
Intuitive Surgical69,70670,165+45931342.89%+3
Zebra Technologies(ZBRA)46,26047,458+1,19814181.47%+3
McCormick(MKC)252,292255,762+3,47018211.76%+3
Alcon250,278253,493+3,21522252.12%+3
Ecolab(ECL)161,789162,732+94339423.48%+3
Air Products63,00364,691+1,68816191.61%+3
Dover(DOV)208,638209,648+1,01038403.37%+3
Thermo Fisher(TMO)28,78929,700+91116181.54%+2
Procter & Gamble(PG)205,698207,166+1,46834363.00%+2
Stryker(SYK)65,88566,863+97822242.02%+2
Texas Instruments(TXN)82,21384,735+2,52216181.47%+2
Berkshire Hathaway Cl B26,02626,026011121.00%+1
Donaldson(DCI)509,241513,333+4,09236383.17%+1
Pepsico(PEP)170,866173,693+2,82728302.47%+1
Becton Dickinson(BDX)82,64685,383+2,73719211.72%+1
Lam Resh Corp(LRCX)01,424+1,424010.10%+1
S&P 500 Spdr Tr Unit Ser 1(SPY)3,8165,203+1,387230.25%+1
Talen Energy Corp Com02,079+2,079000.03%0
Abbvie Inc.(ABBV)14,57014,507-63230.24%0
Eli Lilly(LLY)468795+327010.06%0
Broadcom Inc(AVGO)01,580+1,580000.02%0
Blackrock Inc(BLK)0265+265000.02%0
W.W. Grainger(GWW)1,8301,8300220.16%0
Spdr Gold Trust Gold Shs0964+964000.02%0
Mastercard Inc Cl A(MA)4,0354,040+5220.17%0
Realty Income Corp(O)03,269+3,269000.02%0
Lowes Cos Inc(LOW)4,2844,235-49110.10%0
Colgate Palmolive(CL)01,932+1,932000.02%0
Veeva Systems Inc Class A(VEEV)0956+956000.02%0
Blackstone Inc Com(BX)1,7002,500+800000.03%0
Abbott Labs18,29818,168-130220.17%0
International Business Machine(IBM)2,9852,990+5110.06%0
Jp Morgan Chase & Co(JPM)5,7596,209+450110.11%0
Nextera Energy(NEE)5,2856,087+802010.04%0
Meta Platforms(META)1,7871,811+24110.09%0
Taiwan Semiconductor(TSM)293,887294,866+97951514.29%0
Vanguard Index Fds Reit Viper8,2008,275+75110.07%0
Medtronic Plc8,3188,568+250110.06%0
Mcdonald's Corp.(MCD)2,1752,1750110.06%0
Select Sector Spdr Tr Sbi Int-8,0888,133+45110.06%0
Emerson Electric(EMR)277,952280,867+2,91531312.57%0
Novartis Ag(NVS)5,8206,190+370110.06%0
Bristol Myers Squibb(BMY)8,7208,7200000.04%0
Danaher Corp(DHR)2,6592,6590110.06%0
Wal-Mart Stores(WMT)5,4925,4920000.04%0
Home Depot(HD)1,0341,039+5000.04%0
Sysco Corp(SYY)9,2999,302+3110.06%0
Duke Energy Corp New(DUK)3,5783,605+27000.03%0
First Financial Bankshares(FFIN)7,3367,3360000.02%0
Mondelez Intl Inc Cl A(MDLZ)7,0897,050-39010.04%0
Servicenow Inc Com(NOW)4484480000.03%0
Unitedhealth Group(UNH)6086080000.03%0
T Mobile US Inc Com(TMUS)1,4571,4570000.03%0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
5,6385,6380000.03%0
S&p Global Inc(SPGI)5155150000.02%0
Netflix Inc(NFLX)1,0071,0070110.06%0
Salesforce Inc.(CRM)1,8221,823+1000.04%0
Sap Se Ordf1,0651,0650000.02%0
Vanguard FTSE Developed Market7,3727,3720000.03%0
Ishares Tr S&p Midcap 4006,4406,4400000.03%0
Ishares Tr Trans Avg Etf4,8564,8560000.03%0
Amgen(AMGN)1,0411,042+1000.03%0
Nokia(NOK)15,30015,3000000.01%0
Aercap Holdings Nv Shs(AER)3,9163,9160000.03%0
Ferguson Plc New Shs1,1841,1840000.02%0
Pfizer(PFE)8,7998,656-143000.02%0
Advanced Micro Devices Inc(AMD)1,9031,9030000.03%0
United Parcel Service(UPS)25,90925,886-23440.30%-0
Phillips 66 Com(PSX)3,1683,1680000.03%-0
Dorchester Minerals Lp(DMLP)52,42352,4230220.13%-0
Waste Management Inc(WM)6,4096,400-9110.11%-0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.07%-0
Merck & Co Inc(MRK)3,8313,750-81000.04%-0
Palo Alto Networks Inc(PANW)968819-149000.02%-0
Alphabet Inc Cap Sk Cl C3,1663,1660110.04%-0
Conocophillips(COP)6,7146,7140110.06%-0
Exxon Mobil Corp55,38653,832-1,554660.53%-0
Chevron Corp(CVX)12,52212,826+304220.16%-0
Black Stone Minerals L Com Uni(BSM)126,762126,7620220.16%-0
San Juan Basin Royalty Trust318,076318,0760110.10%-0
Blackrock Inc2650-26500-0
Entegris Ord Shs(ENTG)1,7190-1,71900-0
Schwab Charles Cp New(SCHW)3,3960-3,39600-0
Alphabet Inc Cap Sk Cl A(GOOG)14,84514,534-311320.20%-0
Honeywell International(HON)133,020135,590+2,57028282.35%-0
Nvidia(NVDA)32,27828,427-3,851430.29%-1
Amphenol405,304410,021+4,71727272.24%-1
Amazon(AMZN)122,704123,529+82524231.93%-1
Adobe(ADBE)36,42837,352+92420191.62%-1
Intuit(INTU)39,82140,297+47626252.10%-1
Paccar(PCAR)0385,745+385,7450383.19%+38
Lam Resh Corp(LRCX)1,6190-1,61920-2
FedEx117,024118,181+1,15735322.71%-3
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