Skip to main content

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
92
+6 vs. Q1 2021
Portfolio value
$867.6M
+$50.5M (+6.2%) vs. Q1 2021
Filed
Aug 11, 2021
SEC
Holdings of McDaniel Terry & Co in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock307,585$83.3M9.6%−776−0.3%ReducedHistory
AAPLApple Inc.Stock354,851$48.6M5.6%+2,190+0.6%AddedHistory
NDSNNordson CorpCOM215,873$47.4M5.5%−231−0.1%ReducedHistory
ITWIllinois Tool Works IncStock172,611$38.6M4.4%+80.0%AddedHistory
ADPAutomatic Data Processing IncStock186,642$37.1M4.3%−126−0.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR285,930$34.4M4.0%+315+0.1%AddedHistory
FDXFedEx CorpStock112,101$33.4M3.9%+122+0.1%AddedHistory
ECLEcolab Inc.Stock155,982$32.1M3.7%+720.0%AddedHistory
DCIDonaldson Co IncStock492,681$31.3M3.6%+1,361+0.3%AddedHistory
DOVDOVER CorpCOM207,250$31.2M3.6%−310.0%ReducedHistory
JNJJohnson & JohnsonStock173,239$28.5M3.3%+604+0.3%AddedHistory
INTCIntel CorpStock491,867$27.6M3.2%+3,860+0.8%AddedHistory
PGProcter & Gamble CoStock200,176$27.0M3.1%+448+0.2%AddedHistory
HONHoneywell International IncCOM120,596$26.5M3.0%+233+0.2%AddedHistory
EMREmerson Electric CoStock260,899$25.1M2.9%+731+0.3%AddedHistory
PEPPepsiCo IncStock164,774$24.4M2.8%+696+0.4%AddedHistory
MMM3M CoStock112,400$22.3M2.6%+849+0.8%AddedHistory
KOCoca Cola CoStock399,645$21.6M2.5%+3,366+0.8%AddedHistory
PCARPaccar IncCOM241,111$21.5M2.5%+1,537+0.6%AddedHistory
NATINational Instruments CorpCOM447,477$18.9M2.2%+1,696+0.4%AddedHistory
NVSNovartis AGADR206,020$18.8M2.2%+2,861+1.4%AddedHistory
BDXBecton Dickinson & CoStock76,104$18.5M2.1%+1,683+2.3%AddedHistory
MKCMcCormick & Co IncStock208,745$18.4M2.1%+2,582+1.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW18,415$16.9M2.0%+463+2.6%AddedHistory
INTUIntuit Inc.Stock33,222$16.3M1.9%+713+2.2%AddedHistory
AMZNAmazon Com IncStock4,721$16.2M1.9%+32+0.7%AddedHistory
CTASCintas CorpStock40,415$15.4M1.8%+1,195+3.0%AddedHistory
ALCAlcon IncStock212,438$14.9M1.7%+5,510+2.7%AddedHistory
SYKStryker CorpStock51,693$13.4M1.5%+1,590+3.2%AddedHistory
APDAir Products & Chemicals, Inc.Stock41,703$12.0M1.4%+1,715+4.3%AddedHistory
UPSUnited Parcel Service IncStock27,420$5.70M0.7%−3,878−12.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM46,466$2.93M0.3%−265−0.6%ReducedHistory
SJTSan Juan Basin Royalty TrustUNIT BEN INT565,191$2.90M0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock14,682$1.70M0.2%+70.0%AddedHistory
ABBVAbbVie Inc.Stock15,078$1.70M0.2%−26−0.2%ReducedHistory
GOOGLAlphabet Inc.Stock679$1.66M0.2%−3−0.4%ReducedHistory
BSMBlack Stone Minerals, L.P.COM UNIT150,357$1.62M0.2%00.0%UnchangedHistory
MAMastercard IncStock4,251$1.55M0.2%00.0%UnchangedHistory
LRCXLam Research CorpCOM2,008$1.31M0.2%−24−1.2%ReducedHistory
LMNXLuminex CorpCOM32,275$1.19M0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock3,830$1.12M0.1%00.0%UnchangedHistory
MDTMedtronic plcStock7,887$979.0K0.1%+35+0.4%AddedHistory
CVXChevron CorpStock9,290$973.0K0.1%+9+0.1%AddedHistory
NFLXNetflix IncStock1,682$888.0K0.1%00.0%UnchangedHistory
DMLPDorchester Minerals, L.P.COM UNIT52,423$883.0K0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock9,346$878.0K0.1%+179+2.0%AddedHistory
UNHUnitedHealth Group IncStock2,057$824.0K0.1%+12+0.6%AddedHistory
LOWLowes Companies IncStock4,033$782.0K0.1%+10.0%AddedHistory
METAMeta Platforms, Inc.Stock2,204$766.0K0.1%−28−1.3%ReducedHistory
JPMJPMorgan Chase & CoStock4,820$750.0K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock2,796$683.0K0.1%+307+12.3%AddedHistory
HDHome Depot, Inc.Stock1,814$579.0K0.1%−296−14.0%ReducedHistory
SBRSabine Royalty TrustUNIT BEN INT14,000$564.0K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,002$556.0K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock8,945$545.0K0.1%+1,689+23.3%AddedHistory
BLKBlackRock, Inc.COM590$516.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock3,365$493.0K0.1%00.0%UnchangedHistory
DISWalt Disney CoStock2,802$493.0K0.1%00.0%UnchangedHistory
WMWaste Management IncStock3,500$490.0K0.1%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF3,482$471.0K0.1%00.0%Unchanged–
ADBEAdobe Inc.Stock802$470.0K0.1%+28+3.6%AddedHistory
Blackstone Group LP09253U108COM4,575$444.0K0.1%00.0%Unchanged–
MDLZMondelez International, Inc.Stock6,610$413.0K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock2,559$395.0K<0.1%−706−21.6%ReducedHistory
SYYSysco CorpStock5,072$394.0K<0.1%+20.0%AddedHistory
NVDANVIDIA CorpStock488$390.0K<0.1%−28−5.4%ReducedHistory
MRKMerck & Co., Inc.Stock4,833$376.0K<0.1%+123+2.6%AddedHistory
FFINFirst Financial Bankshares IncCOM7,336$360.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,326$356.0K<0.1%00.0%Unchanged–
PSXPhillips 66Stock3,688$317.0K<0.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock572$314.0K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock215$314.0K<0.1%−5−2.3%ReducedHistory
CMGChipotle Mexican Grill IncCOM200$310.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF5,941$306.0K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock119$298.0K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock3,562$297.0K<0.1%00.0%UnchangedHistory
iShares Tr464287192US TRSPRTION1,140$296.0K<0.1%00.0%Unchanged–
CNCCentene CorpStock3,895$284.0K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock742$281.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,142$264.0K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF634$253.0K<0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF4,409$239.0K<0.1%00.0%Unchanged–
TGTTarget CorpStock955$231.0K<0.1%+955NewHistory
AMATApplied Materials IncStock1,600$228.0K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A911$217.0K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock521$214.0K<0.1%+521NewHistory
CHTRCharter Communications, Inc.CL A287$207.0K<0.1%+287NewHistory
TSCOTractor Supply CoCOM1,109$206.0K<0.1%+1,109NewHistory
COSTCostco Wholesale CorpStock508$201.0K<0.1%+508NewHistory
DHRDanaher CorpStock746$200.0K<0.1%+746NewHistory
NOKNokia CorpSPONSORED ADR13,000$69.0K<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR12,983$61.0K<0.1%+617+5.0%AddedHistory