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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Institution overview
Positions
86
No 13F data for Q4 2020
Portfolio value
$817.1M
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of McDaniel Terry & Co in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock308,361$72.7M8.9%––History
AAPLApple Inc.Stock352,661$43.1M5.3%––History
NDSNNordson CorpCOM216,104$42.9M5.3%––History
ITWIllinois Tool Works IncStock172,603$38.2M4.7%––History
ADPAutomatic Data Processing IncStock186,768$35.2M4.3%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR285,615$33.8M4.1%––History
ECLEcolab Inc.Stock155,910$33.4M4.1%––History
FDXFedEx CorpStock111,979$31.8M3.9%––History
INTCIntel CorpStock488,007$31.2M3.8%––History
DCIDonaldson Co IncStock491,320$28.6M3.5%––History
DOVDOVER CorpCOM207,281$28.4M3.5%––History
JNJJohnson & JohnsonStock172,635$28.4M3.5%––History
PGProcter & Gamble CoStock199,728$27.0M3.3%––History
HONHoneywell International IncCOM120,363$26.1M3.2%––History
EMREmerson Electric CoStock260,168$23.5M2.9%––History
PEPPepsiCo IncStock164,078$23.2M2.8%––History
PCARPaccar IncCOM239,574$22.3M2.7%––History
MMM3M CoStock111,551$21.5M2.6%––History
KOCoca Cola CoStock396,279$20.9M2.6%––History
NATINational Instruments CorpCOM445,781$19.3M2.4%––History
MKCMcCormick & Co IncStock206,163$18.4M2.2%––History
BDXBecton Dickinson & CoStock74,421$18.1M2.2%––History
NVSNovartis AGADR203,159$17.4M2.1%––History
ALCAlcon IncStock206,928$14.5M1.8%––History
AMZNAmazon Com IncStock4,689$14.5M1.8%––History
CTASCintas CorpStock39,220$13.4M1.6%––History
ISRGIntuitive Surgical IncCOM NEW17,952$13.3M1.6%––History
INTUIntuit Inc.Stock32,509$12.5M1.5%––History
SYKStryker CorpStock50,103$12.2M1.5%––History
APDAir Products & Chemicals, Inc.Stock39,988$11.3M1.4%––History
UPSUnited Parcel Service IncStock31,298$5.32M0.7%––History
XOMExxonMobil Holdings CorpCOM46,731$2.61M0.3%––History
SJTSan Juan Basin Royalty TrustUNIT BEN INT565,191$2.24M0.3%––History
ABTAbbott LaboratoriesStock14,675$1.76M0.2%––History
ABBVAbbVie Inc.Stock15,104$1.64M0.2%––History
MAMastercard IncStock4,251$1.51M0.2%––History
GOOGLAlphabet Inc.Stock682$1.41M0.2%––History
BSMBlack Stone Minerals, L.P.COM UNIT150,357$1.31M0.2%––History
LRCXLam Research CorpCOM2,032$1.21M0.1%––History
LMNXLuminex CorpCOM32,275$1.03M0.1%––History
CVXChevron CorpStock9,281$973.0K0.1%––History
PYPLPayPal Holdings, Inc.Stock3,830$930.0K0.1%––History
MDTMedtronic plcStock7,852$928.0K0.1%––History
NFLXNetflix IncStock1,682$877.0K0.1%––History
LOWLowes Companies IncStock4,032$767.0K0.1%––History
UNHUnitedHealth Group IncStock2,045$761.0K0.1%––History
JPMJPMorgan Chase & CoStock4,820$734.0K0.1%––History
AMDAdvanced Micro Devices IncStock9,167$720.0K0.1%––History
DMLPDorchester Minerals, L.P.COM UNIT52,423$716.0K0.1%––History
METAMeta Platforms, Inc.Stock2,232$657.0K0.1%––History
HDHome Depot, Inc.Stock2,110$644.0K0.1%––History
CRMSalesforce, Inc.Stock2,489$527.0K0.1%––History
DISWalt Disney CoStock2,802$517.0K0.1%––History
BRK.BBerkshire Hathaway IncStock2,002$511.0K0.1%––History
State Street SPDR S&P Biotech ETF78464A870ETF3,482$472.0K0.1%–––
WMWaste Management IncStock3,500$452.0K0.1%––History
IBMInternational Business Machines CorpStock3,365$448.0K0.1%––History
BLKBlackRock, Inc.COM590$445.0K0.1%––History
NKENIKE, Inc.Stock3,265$434.0K0.1%––History
SBRSabine Royalty TrustUNIT BEN INT14,000$425.0K0.1%––History
SYYSysco CorpStock5,070$399.0K<0.1%––History
MDLZMondelez International, Inc.Stock6,610$387.0K<0.1%––History
COPConocoPhillipsStock7,256$384.0K<0.1%––History
ADBEAdobe Inc.Stock774$368.0K<0.1%––History
MRKMerck & Co., Inc.Stock4,710$363.0K<0.1%––History
iShares Core S&P Mid-Cap ETF464287507ETF1,326$345.0K<0.1%–––
FFINFirst Financial Bankshares IncCOM7,336$343.0K<0.1%––History
Blackstone Group LP09253U108COM4,575$341.0K<0.1%–––
PSXPhillips 66Stock3,688$301.0K<0.1%––History
iShares Tr464287192US TRSPRTION1,140$294.0K<0.1%–––
Vanguard Ftse Developed Markets ETF921943858ETF5,941$292.0K<0.1%–––
NOWServiceNow, Inc.Stock572$286.0K<0.1%––History
CMGChipotle Mexican Grill IncCOM200$284.0K<0.1%––History
NVDANVIDIA CorpStock516$276.0K<0.1%––History
LMTLockheed Martin CorpStock742$274.0K<0.1%––History
CVSCVS Health CorpStock3,562$268.0K<0.1%––History
MCDMcDonalds CorpStock1,142$256.0K<0.1%––History
CNCCentene CorpStock3,895$249.0K<0.1%––History
GOOGAlphabet Inc.Stock119$246.0K<0.1%––History
SHOPShopify Inc.Stock220$243.0K<0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF4,409$229.0K<0.1%–––
Vanguard Information Technology ETF92204A702ETF634$227.0K<0.1%–––
WDAYWorkday, Inc.CL A911$226.0K<0.1%––History
AMATApplied Materials IncStock1,600$214.0K<0.1%––History
TELFYTelefonica S ASPONSORED ADR12,366$56.0K<0.1%––History
NOKNokia CorpSPONSORED ADR13,000$51.0K<0.1%––History