Fund HoldingsMCDANIEL TERRY & CO

Total Portfolio Value
$1.22M
Total Bought
$85.7K
Total Sold
$9.3K
Net Transaction
+$76.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Taiwan Semiconductor(TSM)294,866292,671-2,19551584.74%+7
Apple(AAPL)360,084361,332+1,24884907.42%+7
Auto Data Processing184,918195,076+10,15851574.68%+6
Emerson Electric(EMR)280,867294,258+13,39131362.99%+6
Microsoft(MSFT)0315,594+315,594013310.91%+133
Amazon(AMZN)123,529124,079+55023272.23%+4
Paccar(PCAR)385,745404,434+18,68938423.45%+4
Honeywell International(HON)135,590140,246+4,65628322.60%+4
Intuitive Surgical70,16570,499+33434373.02%+2
Illinois Tool Works(ITW)172,756187,715+14,95945483.90%+2
Amphenol410,021411,971+1,95027292.35%+2
Exxon Mobil Corp53,83275,333+21,501680.66%+2
Procter & Gamble(PG)207,166223,050+15,88436373.07%+2
FedEx118,181120,058+1,87732342.77%+1
Dover(DOV)209,648221,736+12,08840423.41%+1
Stellar Bancorp Ord Shs046,419+46,419010.11%+1
Zebra Technologies(ZBRA)47,45847,494+3618181.50%+1
Eli Lilly(LLY)7951,795+1,000110.11%+1
Intuit(INTU)40,29740,517+22025252.09%0
Nvidia(NVDA)28,42728,681+254340.32%0
3M CO(MMM)02,652+2,652000.03%0
Alphabet Inc Cap Sk Cl A(GOOG)14,53414,528-6230.23%0
Enterprise Prods Partn(EPD)07,820+7,820000.02%0
Meta Platforms(META)1,8112,187+376110.11%0
Duke Energy Corp New(DUK)3,6056,117+2,512010.05%0
Vanguard Index Fds S&p 500 Etf0447+447000.02%0
Invesco Qqq Trust Series 10405+405000.02%0
Netflix Inc(NFLX)1,0071,0070110.07%0
Jp Morgan Chase & Co(JPM)6,2096,2090110.12%0
Dorchester Minerals Lp(DMLP)52,42352,4230220.14%0
Mastercard Inc Cl A(MA)4,0404,0400220.17%0
Salesforce Inc.(CRM)1,8231,8230010.05%0
Broadcom Inc(AVGO)1,5801,5800000.03%0
Alphabet Inc Cap Sk Cl C3,1663,1660110.05%0
Servicenow Inc Com(NOW)4484480000.04%0
S&P 500 Spdr Tr Unit Ser 1(SPY)5,2035,2030330.25%0
Wal-Mart Stores(WMT)5,4925,4920000.04%0
Blackstone Inc Com(BX)2,5002,5000000.04%0
Talen Energy Corp Com2,0792,0790000.03%0
Bristol Myers Squibb(BMY)8,7208,7200000.04%0
Sabine Royalty Trust Ubi(SBR)14,00014,0000110.07%0
San Juan Basin Royalty Trust318,076318,0760110.10%0
W.W. Grainger(GWW)1,8301,8300220.16%0
Spdr Series Trust Kbw Regn Bk
ST STR SP REGBNK
5,6385,6380000.03%0
T Mobile US Inc Com(TMUS)1,4571,4570000.03%0
Blackrock Inc(BLK)2652650000.02%0
Palo Alto Networks Inc(PANW)8191,638+819000.02%0
Sap Se Ordf1,0651,0650000.02%0
Stryker(SYK)66,86367,105+24224241.98%0
Donaldson(DCI)513,333561,818+48,48538383.10%0
Aercap Holdings Nv Shs(AER)3,9163,9160000.03%0
Nokia(NOK)15,30015,3000000.01%0
Ishares Tr S&p Midcap 4006,4406,4400000.03%0
Parent Cap Corp F012,559+12,559000
Veeva Systems Inc Class A(VEEV)9569560000.02%0
International Business Machine(IBM)2,9902,9900110.05%-0
Pfizer(PFE)8,6569,316+660000.02%-0
Ishares Tr Trans Avg Etf4,8564,8560000.03%-0
Spdr Gold Trust Gold Shs964939-25000.02%-0
First Financial Bankshares(FFIN)7,3367,3360000.02%-0
S&p Global Inc(SPGI)5155150000.02%-0
Abbott Labs18,16818,178+10220.17%-0
Home Depot(HD)1,0391,044+5000.03%-0
Sysco Corp(SYY)9,3029,304+2110.06%-0
Ferguson Plc New Shs1,1841,1840000.02%-0
Chevron Corp(CVX)12,82612,830+4220.15%-0
Mcdonald's Corp.(MCD)2,1752,1750110.05%-0
Vanguard FTSE Developed Market7,3727,3720000.03%-0
Waste Management Inc(WM)6,4006,4000110.11%-0
Select Sector Spdr Tr Sbi Int-8,1338,088-45110.05%-0
Unitedhealth Group(UNH)6086080000.03%-0
Merck & Co Inc(MRK)3,7503,742-8000.03%-0
Black Stone Minerals L Com Uni(BSM)126,762126,7620220.15%-0
Amgen(AMGN)1,0421,030-12000.02%-0
Vanguard Index Fds Reit Viper8,2758,200-75110.06%-0
Nextera Energy(NEE)6,0876,088+1100.04%-0
Advanced Micro Devices Inc(AMD)1,9031,9030000.02%-0
Medtronic Plc8,5688,5680110.06%-0
Mondelez Intl Inc Cl A(MDLZ)7,0506,960-90100.03%-0
Phillips 66 Com(PSX)3,1682,730-438000.03%-0
Conocophillips(COP)6,7145,838-876110.05%-0
Danaher Corp(DHR)2,6592,646-13110.05%-0
Lam Resh Corp(LRCX)1,42414,190+12,766110.08%-0
United Parcel Service(UPS)25,88626,749+863430.28%-0
Berkshire Hathaway Cl B26,02626,026012120.97%-0
Colgate Palmolive(CL)1,9320-1,93200-0
Realty Income Corp(O)3,2690-3,26900-0
Intel(INTC)000000
Abbvie Inc.(ABBV)14,50714,505-2330.21%-0
Air Products64,69165,321+63019191.55%-0
Novartis Ag(NVS)6,1903,940-2,250100.03%-0
Lowes Cos Inc(LOW)4,2353,213-1,022110.07%-0
Becton Dickinson(BDX)85,38387,660+2,27721201.63%-1
McCormick(MKC)255,762258,149+2,38721201.61%-1
Texas Instruments(TXN)84,73585,286+55118161.31%-2
Ecolab(ECL)162,732169,602+6,87042403.26%-2
Johnson & Johnson(JNJ)185,003194,783+9,78030282.31%-2
Pepsico(PEP)173,693182,145+8,45230282.27%-2
Coca-Cola(KO)423,150456,795+33,64530282.33%-2
Adobe(ADBE)37,35238,153+80119171.39%-2
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