MCDANIEL TERRY & CO

data from 30/09/2025

Capitalization

$ 1.242 B 1.70 %

Average holding period

32 ans

Performance

$ 997.407 M 42 768.71 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MCDANIEL TERRY & CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT Microsoft 12.89% 160.111 M $ 309124 2008/09/30 6.413 M $ 4.13 %
2025/09/30 AAPL Apple 7.33% 91.103 M $ 357784 2008/09/30 17.761 M $ 24.11 %
2025/09/30 TSM Taiwan Semiconductor 6.43% 79.916 M $ 286141 2018/09/30 15.166 M $ 23.31 %
2025/09/30 ADP Automatic Data Processing 4.57% 56.790 M $ 193493 2008/09/30 -2.890 M $ -4.83 %
2025/09/30 NDSN Nordson 4.30% 53.385 M $ 235230 2008/09/30 2.956 M $ 5.87 %
2025/09/30 APH Amphenol 4.04% 50.226 M $ 405867 2021/12/31 10.205 M $ 25.32 %
2025/09/30 ITW Illinois Tool Works 3.91% 48.594 M $ 186354 2008/09/30 2.517 M $ 5.46 %
2025/09/30 ECL Ecolab 3.70% 45.904 M $ 167618 2008/09/30 741.879 K $ 1.64 %
2025/09/30 DCI Donaldson 3.66% 45.496 M $ 555848 2008/09/30 6.956 M $ 18.02 %
2025/09/30 PCAR Paccar 3.16% 39.251 M $ 399215 2009/06/30 1.309 M $ 3.43 %
2025/09/30 EMR Emerson Electric 3.01% 37.444 M $ 285440 2008/09/30 -615.295 K $ -1.61 %
2025/09/30 CTAS Cintas 2.98% 37.010 M $ 180306 2020/06/30 -3.182 M $ -7.90 %
2025/09/30 DOV Dover 2.96% 36.713 M $ 220064 2008/09/30 -3.605 M $ -8.95 %
2025/09/30 JNJ Johnson & Johnson 2.87% 35.641 M $ 192219 2008/09/30 6.262 M $ 21.39 %
2025/09/30 PG Procter & Gamble 2.70% 33.554 M $ 218380 2008/09/30 -1.236 M $ -3.56 %
2025/09/30 ISRG Intuitive Surgical 2.49% 30.952 M $ 69209 2016/06/30 -6.729 M $ -17.70 %
2025/09/30 KO Coca-Cola 2.38% 29.545 M $ 445493 2008/09/30 -1.973 M $ -6.26 %
2025/09/30 HON Honeywell 2.29% 28.497 M $ 135377 2015/12/31 -3.020 M $ -9.61 %
2025/09/30 INTU Intuit 2.16% 26.825 M $ 39280 2020/06/30 -4.113 M $ -13.30 %
2025/09/30 AMZN Amazon 2.12% 26.274 M $ 119663 2016/03/31 21.734 K $ 0.08 %
2025/09/30 SYK Stryker 1.94% 24.041 M $ 65033 2020/06/30 -1.685 M $ -6.56 %
2025/09/30 ETN Eaton 1.50% 18.611 M $ 49728 2025/03/31 838.628 K $ 4.83 %
2025/09/30 ALC Alcon 1.45% 18.049 M $ 242240 2019/06/30 -3.378 M $ -15.60 %
2025/09/30 APD Air Products & Chemicals 1.42% 17.633 M $ 64656 2020/06/30 -600.384 K $ -3.31 %
2025/09/30 MKC McCormick & Co 1.35% 16.711 M $ 249758 2016/12/31 -2.227 M $ -11.75 %
2025/09/30 TXN Texas Instruments 1.34% 16.592 M $ 90305 2023/03/31 -2.130 M $ -11.51 %
2025/09/30 TMO Thermo Fisher Scientific 1.27% 15.751 M $ 32475 2021/12/31 2.514 M $ 19.62 %
2025/09/30 ZBRA Zebra Technologies 1.25% 15.475 M $ 52075 2023/06/30 -578.692 K $ -3.63 %
2025/09/30 ADBE Adobe Systems 1.10% 13.609 M $ 38579 2020/03/31 -1.348 M $ -8.82 %
2025/09/30 BRK-B Berkshire Hathaway Class B 1.02% 12.632 M $ 25126 2013/06/30 426.388 K $ 3.49 %
2025/09/30 ACN Accenture 0.88% 10.959 M $ 44441 2025/03/31 -2.235 M $ -17.49 %
2025/09/30 XOM Exxon Mobil 0.54% 6.647 M $ 58949 2008/09/30 292.426 K $ 4.59 %
2025/09/30 NVDA Nvidia 0.37% 4.617 M $ 24746 2020/09/30 709.089 K $ 18.10 %
2025/09/30 GOOGL Alphabet Class A 0.27% 3.350 M $ 13779 2016/03/31 921.401 K $ 37.94 %
2025/09/30 ABBV Abbvie 0.27% 3.297 M $ 14242 2013/03/31 655.829 K $ 24.74 %
2025/09/30 PEP Pepsico 0.23% 2.832 M $ 20168 2008/09/30 185.774 K $ 6.36 %
2025/09/30 SPY SPDR S&P 500 ETF Trust 0.23% 2.800 M $ 4203 2023/09/30 251.460 K $ 7.82 %
2025/09/30 ABT Abbott Labs 0.20% 2.440 M $ 18216 2023/03/31 -37.686 K $ -1.52 %
2025/09/30 BDX Becton Dickinson 0.19% 2.403 M $ 12841 2013/09/30 1.301 M $ 8.66 %
2025/09/30 MA Mastercard 0.18% 2.295 M $ 4035 2018/03/31 27.720 K $ 1.22 %
2025/09/30 CVX Chevron Corp 0.16% 1.998 M $ 12864 2010/06/30 155.339 K $ 8.45 %
2025/09/30 SJT San Juan Basin Royalty Trust 0.15% 1.921 M $ 318076 2008/09/30 19.084 K $ 1.00 %
2025/09/30 LRCX Lam Research 0.15% 1.808 M $ 13500 2024/09/30 493.560 K $ 37.56 %
2025/09/30 GWW WW Grainger 0.14% 1.744 M $ 1830 2022/12/31 -159.722 K $ -8.39 %
2025/09/30 BSM Black Stone Minerals 0.13% 1.577 M $ 119987 2015/06/30 7.199 K $ 0.46 %
2025/09/30 UPS United Parcel Service 0.12% 1.549 M $ 18545 2008/09/30 -328.822 K $ -17.25 %
2025/09/30 FDX FedEx 0.12% 1.458 M $ 6183 2008/09/30 66.019 K $ 3.74 %
2025/09/30 JPM JPMorganChase 0.12% 1.438 M $ 4558 2019/03/31 146.612 K $ 8.80 %
2025/09/30 STEL Stellar Bancorp 0.11% 1.408 M $ 46419 2024/12/31 109.548 K $ 8.43 %
2025/09/30 WM Waste Management 0.11% 1.386 M $ 6275 2016/03/31 -50.137 K $ -3.49 %
2025/09/30 AVGO Broadcom 0.11% 1.371 M $ 4156 2024/09/30 225.504 K $ 19.68 %
2025/09/30 DMLP Dorchester Minerals 0.11% 1.357 M $ 52423 2010/06/30 -103.273 K $ -7.07 %
2025/09/30 NFLX Netflix 0.10% 1.199 M $ 1000 2018/03/31 -140.210 K $ -10.47 %
2025/09/30 SBR Sabine Royalty Trust 0.09% 1.112 M $ 14000 2008/09/30 178.919 K $ 19.17 %
2025/09/30 META Meta Platforms 0.08% 954.703 K $ 1300 2019/06/30 -4.793 K $ -0.50 %
2025/09/30 IBM IBM 0.07% 842.248 K $ 2985 2011/06/30 -37.670 K $ -4.28 %
2025/09/30 MDT Medtronic 0.06% 804.588 K $ 8448 2016/06/30 68.175 K $ 9.26 %
2025/09/30 GOOG Alphabet Class C 0.06% 768.644 K $ 3156 2020/12/31 208.800 K $ 37.30 %
2025/09/30 SYY Sysco 0.06% 761.060 K $ 9243 2016/06/30 60.984 K $ 8.71 %
2025/09/30 DUK Duke Energy 0.06% 758.340 K $ 6128 2024/06/30 35.034 K $ 4.87 %
2025/09/30 NOW ServiceNow 0.06% 712.297 K $ 774 2023/03/31 -56.055 K $ -10.49 %
2025/09/30 MCD McDonalds 0.05% 648.197 K $ 2133 2019/09/30 24.998 K $ 4.01 %
2025/09/30 MU Micron Technology 0.05% 575.581 K $ 3440 2025/06/30 84.702 K $ 35.76 %
2025/09/30 LLY Eli Lilly 0.05% 568.435 K $ 745 2023/06/30 -12.281 K $ -2.12 %
2025/09/30 COP Conocophillips 0.04% 552.216 K $ 5838 2019/03/31 28.314 K $ 5.40 %
2025/09/30 LOW Lowes 0.04% 549.051 K $ 2185 2017/12/31 64.296 K $ 13.27 %
2025/09/30 WMT Walmart 0.04% 542.302 K $ 5262 2023/03/31 27.783 K $ 5.40 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 0.04% 501.231 K $ 8365 2019/09/30 24.342 K $ 5.10 %
2025/09/30 XLU Utilities Select Sector SPDR Fund 0.04% 500.934 K $ 5744 2022/12/31 31.879 K $ 6.80 %
2025/09/30 NEE Nextera Energy Inc Com 0.04% 463.932 K $ 6146 2024/03/31 36.978 K $ 8.74 %
2025/09/30 BX Blackstone 0.03% 427.125 K $ 2500 2023/12/31 53.174 K $ 14.22 %
2025/09/30 IJH iShares Core S&P Mid-Cap ETF 0.03% 420.274 K $ 6440 2019/09/30 20.865 K $ 5.22 %
2025/09/30 MMM 3M 0.03% 410.451 K $ 2645 2024/12/31 7.776 K $ 1.93 %
2025/09/30 NVS Novartis ADR 0.03% 407.418 K $ 3177 2008/09/30 25.305 K $ 5.97 %
2025/09/30 HD Home Depot 0.03% 390.115 K $ 963 2016/12/31 38.472 K $ 10.52 %
2025/09/30 BMY Bristol-Myers Squibb 0.03% 386.462 K $ 8569 2022/06/30 -10.174 K $ -2.57 %
2025/09/30 PSX Phillips 66 0.03% 371.335 K $ 2730 2023/12/31 45.645 K $ 14.02 %
2025/09/30 KRE SPDR S&P Regional Banking ETF 0.03% 356.885 K $ 5638 2023/12/31 22.044 K $ 6.58 %
2025/09/30 IYT iShares Us Transportation ETF 0.03% 348.224 K $ 4856 2024/06/30 15.393 K $ 4.63 %
2025/09/30 AMT American Tower Corp 0.03% 334.060 K $ 1737 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR Gold Shares 0.03% 333.786 K $ 939 2024/09/30 47.550 K $ 16.61 %
2025/09/30 ORCL Oracle 0.03% 325.113 K $ 1156 2025/06/30 72.377 K $ 28.64 %
2025/09/30 VNQ Vanguard Real Estate ETF 0.03% 316.953 K $ 3467 2022/12/31 8.182 K $ 2.65 %
2025/09/30 BLK Blackrock 0.02% 308.956 K $ 265 2024/09/30 30.904 K $ 11.11 %
2025/09/30 AMGN Amgen 0.02% 288.973 K $ 1024 2023/12/31 3.061 K $ 1.07 %
2025/09/30 SPGI S&P Global 0.02% 250.656 K $ 515 2021/06/30 -20.898 K $ -7.70 %
2025/09/30 FFIN First Financial Bankshares 0.02% 246.856 K $ 7336 2018/09/30 -17.092 K $ -6.48 %
2025/09/30 VWO Vanguard FTSE Emerging Markets ETF 0.02% 220.946 K $ 4078 2025/06/30 19.248 K $ 9.54 %
2025/09/30 EPD Enterprise Products 0.02% 219.515 K $ 7020 2024/12/31 1.825 K $ 0.84 %
2025/09/30 NOK Nokia ADR 0.01% 73.593 K $ 15300 2015/09/30 -5.661 K $ -7.14 %
2025/09/30 INTC Intel 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2025/09/30 CRM Salesforce 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %