Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.05M
Total Bought
$64.6K
Total Sold
$62.2K
Net Transaction
+$2.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Microsoft(MSFT)306,422302,932-3,4909711410.90%+17
Nordson(NDSN)220,431220,211-22049585.56%+9
Intel(INTC)555,582546,057-9,52520272.62%+8
Apple(AAPL)359,021358,706-31561696.61%+8
Cintas(CTAS)45,58945,735+14622282.64%+6
Illinois Tool Works(ITW)171,175171,583+40839454.30%+6
Taiwan Semiconductor(TSM)291,131292,985+1,85425302.91%+5
Paccar(PCAR)387,560388,768+1,20833383.63%+5
Ecolab(ECL)165,274165,333+5928333.14%+5
Intuit(INTU)39,05439,115+6120242.34%+4
Honeywell International(HON)130,106130,841+73524272.62%+3
Intuitive Surgical68,74869,361+61320232.24%+3
Dover(DOV)208,304209,253+94929323.08%+3
Amphenol197,832199,068+1,23617201.89%+3
Adobe(ADBE)34,42134,460+3918211.97%+3
Donaldson(DCI)508,178508,982+80430333.18%+3
Zebra Technologies(ZBRA)37,29140,852+3,5619111.07%+2
Amazon(AMZN)123,976117,154-6,82216181.70%+2
Stryker(SYK)65,30465,542+23818201.88%+2
Texas Instruments(TXN)68,57473,244+4,67011121.19%+2
Vanguard Index Fds S&p 500 Etf02,567+2,567010.11%+1
Coca-Cola(KO)426,172423,289-2,88324252.39%+1
Thermo Fisher(TMO)26,98227,460+47814151.39%+1
Phillips 66 Com(PSX)03,168+3,168000.04%0
Alcon242,648244,605+1,95719191.83%0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
05,638+5,638000.03%0
Vanguard Index Fds Reit Viper6,0308,200+2,170010.07%0
Amgen(AMGN)0930+930000.03%0
Lam Resh Corp(LRCX)1,7051,7050110.13%0
W.W. Grainger(GWW)1,8301,8300120.15%0
S&p Global Inc(SPGI)0515+515000.02%0
Blackstone Inc Com(BX)01,700+1,700000.02%0
First Financial Bankshares(FFIN)07,336+7,336000.02%0
Conocophillips(COP)4,7896,814+2,025110.08%0
Blackrock Inc0265+265000.02%0
Prosperity Bancshares(PB)15,42515,4250110.10%0
S&P 500 Spdr Tr Unit Ser 1(SPY)3,8163,8160220.17%0
Waste Management Inc(WM)6,5006,5000110.11%0
Abbott Labs20,55819,648-910220.21%0
Nvidia(NVDA)2,9452,925-20110.14%0
Berkshire Hathaway Cl B26,02626,0260990.89%0
Dorchester Minerals Lp(DMLP)52,42352,4230220.16%0
Alphabet Inc Cap Sk Cl A(GOOG)14,90614,9060220.20%0
Netflix Inc(NFLX)1,0001,0000000.05%0
Wells Fargo Co.(WFC)14,80814,408-400110.07%0
Jp Morgan Chase & Co(JPM)5,9225,658-264110.09%0
International Business Machine(IBM)3,3653,3650010.05%0
Servicenow Inc Com(NOW)4484480000.03%0
Lowes Cos Inc(LOW)4,2694,270+1110.09%0
Abbvie Inc.(ABBV)17,98317,612-371330.26%0
Procter & Gamble(PG)208,455207,795-66030302.91%0
Ishares Tr S&p Midcap 4001,2881,2880000.03%0
United Parcel Service(UPS)26,29226,295+3440.40%0
Vanguard FTSE Developed Market7,3727,3720000.03%0
Alphabet Inc Cap Sk Cl C3,1663,1660000.04%0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.09%0
Salesforce Inc.(CRM)1,093930-163000.02%0
Eli Lilly(LLY)4364360000.02%0
Sysco Corp(SYY)9,9209,223-697110.06%0
Emerson Electric(EMR)281,974279,955-2,01927272.61%0
Medtronic Plc8,8818,656-225110.07%0
Mcdonald's Corp.(MCD)1,3421,212-130000.03%0
Mondelez Intl Inc Cl A(MDLZ)7,2606,960-300110.05%0
Nokia(NOK)15,30015,3000000.00%-0
Novartis Ag(NVS)11,51111,5110110.11%-0
Mastercard Inc Cl A(MA)4,9594,569-390220.19%-0
Wal-Mart Stores(WMT)2,0421,742-300000.03%-0
Merck & Co Inc(MRK)4,6243,865-759000.04%-0
Bristol Myers Squibb(BMY)8,9158,550-365100.04%-0
Danaher Corp(DHR)1,4471,104-343000.02%-0
Home Depot(HD)1,468973-495000.03%-0
Meta Platforms(META)1,6881,088-600100.04%-0
Black Stone Minerals L Com Uni(BSM)132,962132,9620220.20%-0
Chevron Corp(CVX)12,88312,991+108220.19%-0
Applied Materials Inc1,8000-1,80000-0
Costco Whsl Corp New(COST)4400-44000-0
Cvs Health(CVS)4,1080-4,10800-0
Air Products59,81060,687+87717171.59%-0
Johnson & Johnson(JNJ)182,478179,116-3,36228282.69%-0
Advanced Micro Devices Inc(AMD)8,2103,290-4,920100.05%-0
Chipotle Mexican Grill Com(CMG)2000-20000-0
Pepsico(PEP)172,645170,039-2,60629292.76%-0
Pfizer(PFE)11,2690-11,26900-0
Select Sector Spdr Tr Sbi Int-7,0600-7,06000-0
San Juan Basin Royalty Trust318,076318,0760220.15%-1
Unitedhealth Group(UNH)2,244644-1,600100.03%-1
Exxon Mobil Corp54,96354,923-40650.53%-1
Becton Dickinson(BDX)83,78284,005+22322201.96%-1
FedEx116,771117,144+37331302.83%-1
McCormick(MKC)234,836239,651+4,81518161.57%-1
Auto Data Processing187,856187,001-85545444.17%-2
National Instruments166,7260-166,726100-10
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