The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Amazon | Stock | 023135106 | 26,162,755 | 113,347 | SH | SOLE | 0 | 113,347 | 0 | 0 | ||
| Johnson & Johnson | Stock | 478160104 | 35,811,388 | 173,044 | SH | SOLE | 0 | 173,043 | 0 | 0 | ||
| Waste Management | Stock | 94106L109 | 1,378,680 | 6,275 | SH | SOLE | 0 | 6,275 | 0 | 0 | ||
| Sabine Royalty Trust | Stock | 785688102 | 479,990 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | ||
| Procter & Gamble | Stock | 742718109 | 29,737,928 | 207,508 | SH | SOLE | 0 | 207,507 | 0 | 0 | ||
| Coca-Cola | Stock | 191216100 | 28,743,936 | 411,156 | SH | SOLE | 0 | 411,156 | 0 | 0 | ||
| Enterprise Products | Stock | 293792107 | 225,061 | 7,020 | SH | SOLE | 0 | 7,020 | 0 | 0 | ||
| United Parcel Service | Stock | 911312106 | 1,627,672 | 16,410 | SH | SOLE | 0 | 16,409 | 0 | 0 | ||
| Medtronic | Stock | G5960L103 | 556,668 | 5,795 | SH | SOLE | 0 | 5,795 | 0 | 0 | ||
| Netflix | Stock | 64110L106 | 937,600 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| Paccar | Stock | 693718108 | 41,104,591 | 375,350 | SH | SOLE | 0 | 375,350 | 0 | 0 | ||
| SPDR S&P 500 ETF Trust | ETF | 78462F103 | 2,876,339 | 4,218 | SH | SOLE | 0 | 4,218 | 0 | 0 | ||
| Mastercard | Stock | 57636Q104 | 1,628,150 | 2,852 | SH | SOLE | 0 | 2,852 | 0 | 0 | ||
| Illinois Tool Works | Stock | 452308109 | 42,627,535 | 173,072 | SH | SOLE | 0 | 173,071 | 0 | 0 | ||
| Nordson | Stock | 655663102 | 51,666,720 | 214,893 | SH | SOLE | 0 | 214,892 | 0 | 0 | ||
| Emerson Electric | Stock | 291011104 | 35,746,505 | 269,338 | SH | SOLE | 0 | 269,337 | 0 | 0 | ||
| FedEx | Stock | 31428X106 | 1,762,136 | 6,100 | SH | SOLE | 0 | 6,100 | 0 | 0 | ||
| Pepsico | Stock | 713448108 | 2,441,865 | 17,014 | SH | SOLE | 0 | 17,014 | 0 | 0 | ||
| Black Stone Minerals | Stock | 09225M101 | 1,594,627 | 119,987 | SH | SOLE | 0 | 119,987 | 0 | 0 | ||
| Honeywell | Stock | 438516106 | 24,624,972 | 126,224 | SH | SOLE | 0 | 126,223 | 0 | 0 | ||
| Home Depot | Stock | 437076102 | 337,181 | 980 | SH | SOLE | 0 | 979 | 0 | 0 | ||
| Automatic Data Processing | Stock | 053015103 | 46,095,876 | 179,201 | SH | SOLE | 0 | 179,201 | 0 | 0 | ||
| SPDR Gold Shares | ETF | 78463V107 | 372,135 | 939 | SH | SOLE | 0 | 939 | 0 | 0 | ||
| Becton Dickinson | Stock | 075887109 | 1,424,474 | 7,340 | SH | SOLE | 0 | 7,340 | 0 | 0 | ||
| Stellar Bancorp | Stock | 858927106 | 1,436,204 | 46,419 | SH | SOLE | 0 | 46,419 | 0 | 0 | ||
| Berkshire Hathaway Class B | Stock | 084670702 | 12,629,584 | 25,126 | SH | SOLE | 0 | 25,126 | 0 | 0 | ||
| Adobe Systems | Stock | 00724F101 | 11,965,108 | 34,187 | SH | SOLE | 0 | 34,187 | 0 | 0 | ||
| Alphabet Class A | Stock | 02079K305 | 2,327,468 | 7,436 | SH | SOLE | 0 | 7,436 | 0 | 0 | ||
| Intuit | Stock | 461202103 | 25,518,669 | 38,523 | SH | SOLE | 0 | 38,523 | 0 | 0 | ||
| Microsoft | Stock | 594918104 | 132,447,766 | 273,867 | SH | SOLE | 0 | 273,867 | 0 | 0 | ||
| Vanguard Information Technology ETF | ETF | 92204A702 | 256,285 | 340 | SH | SOLE | 0 | 340 | 0 | 0 | ||
| Amphenol | Stock | 032095101 | 52,370,547 | 387,528 | SH | SOLE | 0 | 387,528 | 0 | 0 | ||
| Alcon | Stock | H01301128 | 18,140,225 | 230,122 | SH | SOLE | 0 | 230,122 | 0 | 0 | ||
| Eli Lilly | Stock | 532457108 | 811,383 | 755 | SH | SOLE | 0 | 755 | 0 | 0 | ||
| Air Products & Chemicals | Stock | 009158106 | 15,436,688 | 62,492 | SH | SOLE | 0 | 62,491 | 0 | 0 | ||
| Duke Energy | Stock | 26441C204 | 721,193 | 6,153 | SH | SOLE | 0 | 6,153 | 0 | 0 | ||
| Sysco | Stock | 871829107 | 681,322 | 9,246 | SH | SOLE | 0 | 9,245 | 0 | 0 | ||
| Phillips 66 | Stock | 718546104 | 352,279 | 2,730 | SH | SOLE | 0 | 2,730 | 0 | 0 | ||
| Zebra Technologies | Stock | 989207105 | 12,637,324 | 52,044 | SH | SOLE | 0 | 52,044 | 0 | 0 | ||
| Meta Platforms | Stock | 30303M102 | 281,207 | 426 | SH | SOLE | 0 | 426 | 0 | 0 | ||
| Texas Capital Bancshares | Stock | 88224Q107 | 316,890 | 3,500 | SH | SOLE | 0 | 3,500 | 0 | 0 | ||
| Broadcom | Stock | 11135F101 | 560,336 | 1,619 | SH | SOLE | 0 | 1,619 | 0 | 0 | ||
| Novartis ADR | ADR | 66987V109 | 436,910 | 3,169 | SH | SOLE | 0 | 3,169 | 0 | 0 | ||
| Accenture | Stock | G1151C101 | 12,075,646 | 45,008 | SH | SOLE | 0 | 45,008 | 0 | 0 | ||
| Nvidia | Stock | 67066G104 | 2,938,308 | 15,755 | SH | SOLE | 0 | 15,755 | 0 | 0 | ||
| WW Grainger | Stock | 384802104 | 1,846,562 | 1,830 | SH | SOLE | 0 | 1,830 | 0 | 0 | ||
| Abbvie | Stock | 00287Y109 | 2,524,822 | 11,050 | SH | SOLE | 0 | 11,050 | 0 | 0 | ||
| Taiwan Semiconductor | ADR | 874039100 | 80,443,026 | 264,711 | SH | SOLE | 0 | 264,711 | 0 | 0 | ||
| Stryker | Stock | 863667101 | 22,431,494 | 63,822 | SH | SOLE | 0 | 63,821 | 0 | 0 | ||
| Intuitive Surgical | Stock | 46120E602 | 37,948,385 | 67,004 | SH | SOLE | 0 | 67,004 | 0 | 0 | ||
| McDonalds | Stock | 580135101 | 376,231 | 1,231 | SH | SOLE | 0 | 1,231 | 0 | 0 | ||
| Dover | Stock | 260003108 | 40,587,727 | 207,886 | SH | SOLE | 0 | 207,886 | 0 | 0 | ||
| Nokia ADR | ADR | 654902204 | 96,843 | 14,968 | SH | SOLE | 0 | 14,968 | 0 | 0 | ||
| Cintas | Stock | 172908105 | 33,299,466 | 177,059 | SH | SOLE | 0 | 177,058 | 0 | 0 | ||
| Donaldson | Stock | 257651109 | 44,605,964 | 503,113 | SH | SOLE | 0 | 503,112 | 0 | 0 | ||
| Ecolab | Stock | 278865100 | 40,763,595 | 155,278 | SH | SOLE | 0 | 155,278 | 0 | 0 | ||
| McCormick & Co | Stock | 579780206 | 15,609,663 | 229,183 | SH | SOLE | 0 | 229,183 | 0 | 0 | ||
| Thermo Fisher Scientific | Stock | 883556102 | 17,919,221 | 30,925 | SH | SOLE | 0 | 30,924 | 0 | 0 | ||
| Dorchester Minerals | Stock | 25820R105 | 1,172,178 | 52,423 | SH | SOLE | 0 | 52,423 | 0 | 0 | ||
| Chevron Corp | Stock | 166764100 | 1,477,624 | 9,695 | SH | SOLE | 0 | 9,695 | 0 | 0 | ||
| Conocophillips | Stock | 20825C104 | 378,184 | 4,040 | SH | SOLE | 0 | 4,040 | 0 | 0 | ||
| First Financial Bankshares | Stock | 32020R109 | 219,126 | 7,336 | SH | SOLE | 0 | 7,336 | 0 | 0 | ||
| Walmart | Stock | 931142103 | 290,112 | 2,604 | SH | SOLE | 0 | 2,604 | 0 | 0 | ||
| IBM | Stock | 459200101 | 529,623 | 1,788 | SH | SOLE | 0 | 1,788 | 0 | 0 | ||
| Texas Instruments | Stock | 882508104 | 15,651,892 | 90,218 | SH | SOLE | 0 | 90,217 | 0 | 0 | ||
| 3M | Stock | 88579Y101 | 423,465 | 2,645 | SH | SOLE | 0 | 2,645 | 0 | 0 | ||
| Alphabet Class C | Stock | 02079K107 | 990,353 | 3,156 | SH | SOLE | 0 | 3,156 | 0 | 0 | ||
| Amgen | Stock | 031162100 | 221,262 | 676 | SH | SOLE | 0 | 676 | 0 | 0 | ||
| San Juan Basin Royalty Trust | Stock | 798241105 | 957,019 | 170,288 | SH | SOLE | 0 | 170,288 | 0 | 0 | ||
| Eaton | Stock | G29183103 | 15,802,555 | 49,614 | SH | SOLE | 0 | 49,614 | 0 | 0 | ||
| Lam Research | Stock | 512807306 | 2,310,930 | 13,500 | SH | SOLE | 0 | 13,500 | 0 | 0 | ||
| Bristol-Myers Squibb | Stock | 110122108 | 448,727 | 8,319 | SH | SOLE | 0 | 8,319 | 0 | 0 | ||
| Exxon Mobil | Stock | 30231G102 | 7,086,505 | 58,887 | SH | SOLE | 0 | 58,887 | 0 | 0 | ||
| Lowes | Stock | 548661107 | 527,104 | 2,186 | SH | SOLE | 0 | 2,185 | 0 | 0 | ||
| Apple | Stock | 037833100 | 75,709,512 | 278,487 | SH | SOLE | 0 | 278,487 | 0 | 0 | ||
| Abbott Labs | Stock | 002824100 | 1,552,099 | 12,388 | SH | SOLE | 0 | 12,388 | 0 | 0 | ||