MCDANIEL TERRY & CO
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Intuitive Surgical | 69,209 | 67,004 | -2,205 | 30,952,341 | 37,948,385 | +6,996,044 |
| Dover | 220,064 | 207,886 | -12,178 | 36,713,286 | 40,587,727 | +3,874,441 |
| Thermo Fisher Scientific | 32,475 | 30,925 | -1,550 | 15,751,186 | 17,919,221 | +2,168,035 |
| Amphenol | 405,867 | 387,528 | -18,339 | 50,226,092 | 52,370,547 | +2,144,455 |
| Paccar | 399,215 | 375,350 | -23,865 | 39,250,777 | 41,104,591 | +1,853,814 |
| Accenture | 44,441 | 45,008 | +567 | 10,959,151 | 12,075,646 | +1,116,495 |
| Taiwan Semiconductor | 286,141 | 264,711 | -21,430 | 79,916,320 | 80,443,026 | +526,706 |
| Lam Research | 13,500 | 13,500 | 0 | 1,807,650 | 2,310,930 | +503,280 |
| Exxon Mobil | 58,949 | 58,887 | -62 | 6,646,541 | 7,086,505 | +439,964 |
| Texas Capital Bancshares | 0 | 3,500 | +3,500 | 0 | 316,890 | +316,890 |
| FedEx | 6,183 | 6,100 | -83 | 1,457,920 | 1,762,136 | +304,216 |
| Vanguard Information Technology ETF | 0 | 340 | +340 | 0 | 256,285 | +256,285 |
| Eli Lilly | 745 | 755 | +10 | 568,435 | 811,383 | +242,948 |
| Alphabet Class C | 3,156 | 3,156 | 0 | 768,644 | 990,353 | +221,709 |
| Johnson & Johnson | 192,219 | 173,044 | -19,175 | 35,641,232 | 35,811,388 | +170,156 |
| WW Grainger | 1,830 | 1,830 | 0 | 1,743,917 | 1,846,562 | +102,645 |
| Alcon | 242,240 | 230,122 | -12,118 | 18,049,300 | 18,140,225 | +90,925 |
| United Parcel Service | 18,545 | 16,410 | -2,135 | 1,549,030 | 1,627,672 | +78,642 |
| SPDR S&P 500 ETF Trust | 4,203 | 4,218 | +15 | 2,799,955 | 2,876,339 | +76,384 |
| Bristol-Myers Squibb | 8,569 | 8,319 | -250 | 386,462 | 448,727 | +62,265 |
| SPDR Gold Shares | 939 | 939 | 0 | 333,786 | 372,135 | +38,349 |
| Novartis ADR | 3,177 | 3,169 | -8 | 407,418 | 436,910 | +29,492 |
| Stellar Bancorp | 46,419 | 46,419 | 0 | 1,408,352 | 1,436,204 | +27,852 |
| Nokia ADR | 15,300 | 14,968 | -332 | 73,593 | 96,843 | +23,250 |
| Black Stone Minerals | 119,987 | 119,987 | 0 | 1,576,629 | 1,594,627 | +17,998 |
| 3M | 2,645 | 2,645 | 0 | 410,451 | 423,465 | +13,014 |
| Enterprise Products | 7,020 | 7,020 | 0 | 219,515 | 225,061 | +5,546 |
| Berkshire Hathaway Class B | 25,126 | 25,126 | 0 | 12,631,845 | 12,629,584 | -2,261 |
| Waste Management | 6,275 | 6,275 | 0 | 1,385,708 | 1,378,680 | -7,028 |
| Phillips 66 | 2,730 | 2,730 | 0 | 371,335 | 352,279 | -19,056 |
| Lowes | 2,185 | 2,186 | +1 | 549,051 | 527,104 | -21,947 |
| First Financial Bankshares | 7,336 | 7,336 | 0 | 246,856 | 219,126 | -27,730 |
| Duke Energy | 6,128 | 6,153 | +25 | 758,340 | 721,193 | -37,147 |
| Home Depot | 963 | 980 | +17 | 390,115 | 337,181 | -52,934 |
| Amgen | 1,024 | 676 | -348 | 288,973 | 221,262 | -67,711 |
| Sysco | 9,243 | 9,246 | +3 | 761,060 | 681,322 | -79,738 |
| Amazon | 119,663 | 113,347 | -6,316 | 26,274,405 | 26,162,755 | -111,650 |
| Conocophillips | 5,838 | 4,040 | -1,798 | 552,216 | 378,184 | -174,032 |
| Dorchester Minerals | 52,423 | 52,423 | 0 | 1,357,231 | 1,172,178 | -185,053 |
| Medtronic | 8,448 | 5,795 | -2,653 | 804,588 | 556,668 | -247,920 |
| Walmart | 5,262 | 2,604 | -2,658 | 542,302 | 290,112 | -252,190 |
| Netflix | 1,000 | 10,000 | +9,000 | 1,198,920 | 937,600 | -261,320 |
| McDonalds | 2,133 | 1,231 | -902 | 648,197 | 376,231 | -271,966 |
| IBM | 2,985 | 1,788 | -1,197 | 842,248 | 529,623 | -312,625 |
| Pepsico | 20,168 | 17,014 | -3,154 | 2,832,409 | 2,441,865 | -390,544 |
| Chevron Corp | 12,864 | 9,695 | -3,169 | 1,997,636 | 1,477,624 | -520,012 |
| Sabine Royalty Trust | 14,000 | 7,000 | -7,000 | 1,112,440 | 479,990 | -632,450 |
| Mastercard | 4,035 | 2,852 | -1,183 | 2,295,148 | 1,628,150 | -666,998 |
| Meta Platforms | 1,300 | 426 | -874 | 954,703 | 281,207 | -673,496 |
| Abbvie | 14,242 | 11,050 | -3,192 | 3,297,495 | 2,524,822 | -772,673 |
| Coca-Cola | 445,493 | 411,156 | -34,337 | 29,545,094 | 28,743,936 | -801,158 |
| Broadcom | 4,156 | 1,619 | -2,537 | 1,371,106 | 560,336 | -810,770 |
| Abbott Labs | 18,216 | 12,388 | -5,828 | 2,439,808 | 1,552,099 | -887,709 |
| Donaldson | 555,848 | 503,113 | -52,735 | 45,496,174 | 44,605,964 | -890,210 |
| Texas Instruments | 90,305 | 90,218 | -87 | 16,591,663 | 15,651,892 | -939,771 |
| San Juan Basin Royalty Trust | 318,076 | 170,288 | -147,788 | 1,921,179 | 957,019 | -964,160 |
| Becton Dickinson | 12,841 | 7,340 | -5,501 | 2,403,450 | 1,424,474 | -978,976 |
| Alphabet Class A | 13,779 | 7,436 | -6,343 | 3,349,675 | 2,327,468 | -1,022,207 |
| McCormick & Co | 249,758 | 229,183 | -20,575 | 16,711,319 | 15,609,663 | -1,101,656 |
| Intuit | 39,280 | 38,523 | -757 | 26,824,796 | 25,518,669 | -1,306,127 |
| Stryker | 65,033 | 63,822 | -1,211 | 24,040,577 | 22,431,494 | -1,609,083 |
| Adobe Systems | 38,579 | 34,187 | -4,392 | 13,608,742 | 11,965,108 | -1,643,634 |
| Nvidia | 24,746 | 15,755 | -8,991 | 4,617,109 | 2,938,308 | -1,678,801 |
| Emerson Electric | 285,440 | 269,338 | -16,102 | 37,444,038 | 35,746,505 | -1,697,533 |
| Nordson | 235,230 | 214,893 | -20,337 | 53,385,444 | 51,666,720 | -1,718,724 |
| Air Products & Chemicals | 64,656 | 62,492 | -2,164 | 17,633,006 | 15,436,688 | -2,196,318 |
| Eaton | 49,728 | 49,614 | -114 | 18,610,704 | 15,802,555 | -2,808,149 |
| Zebra Technologies | 52,075 | 52,044 | -31 | 15,474,607 | 12,637,324 | -2,837,283 |
| Cintas | 180,306 | 177,059 | -3,247 | 37,009,684 | 33,299,466 | -3,710,218 |
| Procter & Gamble | 218,380 | 207,508 | -10,872 | 33,554,153 | 29,737,928 | -3,816,225 |
| Honeywell | 135,377 | 126,224 | -9,153 | 28,496,791 | 24,624,972 | -3,871,819 |
| Ecolab | 167,618 | 155,278 | -12,340 | 45,903,860 | 40,763,595 | -5,140,265 |
| Illinois Tool Works | 186,354 | 173,072 | -13,282 | 48,593,672 | 42,627,535 | -5,966,137 |
| Automatic Data Processing | 193,493 | 179,201 | -14,292 | 56,790,136 | 46,095,876 | -10,694,260 |
| Apple | 357,784 | 278,487 | -79,297 | 91,102,508 | 75,709,512 | -15,392,996 |
| Microsoft | 309,124 | 273,867 | -35,257 | 160,111,005 | 132,447,766 | -27,663,239 |