Fund Holdings — MCDANIEL TERRY & CO

Total Portfolio Value
$1.24B
Total Bought
$37.46M
Total Sold
$93.71M
Net Transaction
-$56.24M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Apple(AAPL)359,094357,784-1,31073,67591,1037.33%+17,427
Taiwan Semiconductor(TSM)287,231286,141-1,09065,05579,9166.43%+14,861
Amphenol408,202405,867-2,33540,31050,2264.04%+9,916
Donaldson(DCI)556,447555,848-59938,59045,4963.66%+6,907
Johnson & Johnson(JNJ)191,669192,219+55029,27735,6412.87%+6,364
Microsoft(MSFT)312,238309,124-3,114155,310160,11112.89%+4,801
Nordson(NDSN)234,966235,230+26450,37053,3854.30%+3,016
Thermo Fisher Scientific(TMO)31,59732,475+87812,81115,7511.27%+2,940
Illinois Tool Works(ITW)186,272186,354+8246,05648,5943.91%+2,538
Eaton(ETN)48,58849,728+1,14017,34518,6111.50%+1,265
Paccar(PCAR)401,596399,215-2,38138,17639,2513.16%+1,075
Alphabet Class A(GOOG)13,77913,77902,4283,3500.27%+921
Nvidia(NVDA)24,80224,746-563,9184,6170.37%+699
Ecolab(ECL)167,846167,618-22845,22445,9043.70%+679
Abbvie(ABBV)14,28214,242-402,6513,2970.27%+647
Lam Research(LRCX)13,50013,50001,3141,8080.15%+494
Berkshire Hathaway Class B25,12625,126012,20512,6321.02%+426
Micron Technology(MU)1,9223,440+1,5182375760.05%+339
American Tower Corp(AMT)01,737+1,73703340.03%+334
Exxon Mobil59,07658,949-1276,3686,6470.54%+278
Broadcom(AVGO)4,1564,15601,1461,3710.11%+226
Alphabet Class C(GOOG)3,1563,15605607690.06%+209
Sabine Royalty Trust(SBR)14,00014,00009341,1120.09%+179
ServiceNow(NOW)520774+2545357120.06%+178
Chevron Corp(CVX)12,83812,864+261,8381,9980.16%+159
Stellar Bancorp46,41946,41901,2991,4080.11%+110
Oracle(ORCL)1,1561,15602533250.03%+72
Medtronic(MDT)8,4488,44807368050.06%+68
Lowes(LOW)2,1842,185+14855490.04%+65
Sysco(SYY)9,2409,243+37007610.06%+61
Blackstone(BX)2,5002,50003744270.03%+53
SPDR Gold Shares(GLD)93993902863340.03%+48
Phillips 66(PSX)2,7302,73003263710.03%+46
Nextera Energy Inc Com(NEE)6,0926,146+544234640.04%+41
Duke Energy(DUK)6,0936,128+357197580.06%+39
Utilities Select Sector SPDR Fund
ST STR UTIL ETF
5,7445,74404695010.04%+32
Blackrock(BLK)26526502783090.02%+31
Conocophillips(COP)5,8385,83805245520.04%+28
Walmart(WMT)5,2625,26205155420.04%+28
Mastercard(MA)4,0354,03502,2672,2950.18%+28
McDonalds(MCD)2,1332,13306236480.05%+25
Home Depot(HD)998963-353663900.03%+24
Vanguard FTSE Developed Markets ETF8,3658,36504775010.04%+24
SPDR S&P Regional Banking ETF
ST STR SP REGBNK
5,6385,63803353570.03%+22
iShares Core S&P Mid-Cap ETF6,4406,44003994200.03%+21
Vanguard FTSE Emerging Markets ETF4,0784,07802022210.02%+19
San Juan Basin Royalty Trust(SJT)318,076318,07601,9021,9210.15%+19
iShares Us Transportation ETF4,8564,85603333480.03%+15
Vanguard Real Estate ETF3,4673,46703093170.03%+8
3M(MMM)2,6452,64504034100.03%+8
Black Stone Minerals(BSM)119,987119,98701,5691,5770.13%+7
Amgen(AMGN)1,0241,02402862890.02%+3
Enterprise Products(EPD)7,0207,02002182200.02%+2
Meta Platforms(META)1,2921,300+89549550.08%+1
Nokia ADR(NOK)15,30015,300079740.01%-6
Bristol-Myers Squibb(BMY)8,5508,569+193963860.03%-9
Eli Lilly(LLY)743745+25795680.05%-11
Novartis ADR(NVS)3,5003,177-3234244070.03%-16
First Financial Bankshares(FFIN)7,3367,33602642470.02%-17
S&P Global(SPGI)51551502722510.02%-21
Abbott Labs18,20618,216+102,4762,4400.20%-36
IBM(IBM)2,9852,98508808420.07%-38
Waste Management(WM)6,2756,27501,4361,3860.11%-50
Pepsico(PEP)22,11620,168-1,9482,9202,8320.23%-88
Dorchester Minerals(DMLP)52,42352,42301,4611,3570.11%-103
Netflix(NFLX)1,0001,00001,3391,1990.10%-140
WW Grainger(GWW)1,8301,83001,9041,7440.14%-160
Intel(INTC)9,2080-9,2082060—-206
Amazon(AMZN)120,748119,663-1,08526,49126,2742.12%-216
JPMorganChase(JPM)5,7454,558-1,1871,6661,4380.12%-228
FedEx(FDX)7,7676,183-1,5841,7651,4580.12%-307
Salesforce(CRM)1,2580-1,2583430—-343
United Parcel Service(UPS)18,88718,545-3421,9061,5490.12%-357
SPDR S&P 500 ETF Trust(SPY)5,2034,203-1,0003,2152,8000.23%-415
Zebra Technologies(ZBRA)51,66952,075+40615,93315,4751.25%-458
Air Products & Chemicals64,28164,656+37518,13117,6331.42%-498
Emerson Electric(EMR)286,184285,440-74438,15737,4443.01%-713
Procter & Gamble(PG)217,950218,380+43034,72433,5542.70%-1,170
Stryker(SYK)64,90765,033+12625,67924,0411.94%-1,639
Adobe Systems(ADBE)39,50738,579-92815,28413,6091.10%-1,676
Accenture
SHS CLASS A
42,75144,441+1,69012,77810,9590.88%-1,819
Texas Instruments(TXN)89,16490,305+1,14118,51216,5921.34%-1,921
Coca-Cola(KO)445,292445,493+20131,50429,5452.38%-1,959
McCormick & Co(MKC)249,953249,758-19518,95116,7111.35%-2,240
Honeywell(HON)134,936135,377+44131,42428,4972.29%-2,927
Automatic Data Processing193,992193,493-49959,82756,7904.57%-3,037
Cintas(CTAS)180,705180,306-39940,27437,0102.98%-3,264
Dover(DOV)219,843220,064+22140,28236,7132.96%-3,568
Alcon(ALC)245,280242,240-3,04021,65318,0491.45%-3,604
Intuit(INTU)39,27339,280+730,93326,8252.16%-4,108
Intuitive Surgical69,96369,209-75438,01930,9522.49%-7,066
Becton Dickinson(BDX)87,19812,841-74,35715,0202,4030.19%-12,616
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MCDANIEL TERRY & CO — 13F Holdings — Q3 2025 | TickerTrail