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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 28, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
93
−6 vs. Q1 2022
Portfolio value
$810.1M
−$115.2M (−12.4%) vs. Q1 2022
Filed
Jul 28, 2022
SEC
Holdings of McDaniel Terry & Co in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock310,986$79.9M9.9%−1,546−0.5%ReducedHistory
AAPLApple Inc.Stock367,659$50.3M6.2%+2,000+0.5%AddedHistory
NDSNNordson CorpCOM219,604$44.5M5.5%+1,219+0.6%AddedHistory
ADPAutomatic Data Processing IncStock189,386$39.8M4.9%+530+0.3%AddedHistory
ITWIllinois Tool Works IncStock175,526$32.0M3.9%−230.0%ReducedHistory
JNJJohnson & JohnsonStock180,124$32.0M3.9%−260.0%ReducedHistory
PGProcter & Gamble CoStock207,294$29.8M3.7%+830+0.4%AddedHistory
PEPPepsiCo IncStock172,263$28.7M3.5%+1,881+1.1%AddedHistory
FDXFedEx CorpStock118,330$26.8M3.3%+1,299+1.1%AddedHistory
KOCoca Cola CoStock426,323$26.8M3.3%+4,866+1.2%AddedHistory
DOVDOVER CorpCOM211,254$25.6M3.2%+965+0.5%AddedHistory
ECLEcolab Inc.Stock162,121$24.9M3.1%+1,530+1.0%AddedHistory
DCIDonaldson Co IncStock513,969$24.7M3.1%+5,185+1.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR293,378$24.0M3.0%+1,648+0.6%AddedHistory
HONHoneywell International IncCOM127,188$22.1M2.7%+1,151+0.9%AddedHistory
EMREmerson Electric CoStock276,086$22.0M2.7%+3,949+1.5%AddedHistory
PCARPaccar IncCOM259,947$21.4M2.6%+4,268+1.7%AddedHistory
BDXBecton Dickinson & CoStock82,419$20.3M2.5%+1,365+1.7%AddedHistory
INTCIntel CorpStock523,417$19.6M2.4%+8,592+1.7%AddedHistory
MKCMcCormick & Co IncStock226,499$18.9M2.3%+4,334+2.0%AddedHistory
CTASCintas CorpStock45,112$16.9M2.1%+900+2.0%AddedHistory
ALCAlcon IncStock235,824$16.5M2.0%+4,186+1.8%AddedHistory
INTUIntuit Inc.Stock37,251$14.4M1.8%+1,796+5.1%AddedHistory
NATINational Instruments CorpCOM442,231$13.8M1.7%+2,104+0.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock56,236$13.5M1.7%+3,227+6.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock24,804$13.5M1.7%+2,617+11.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW65,218$13.1M1.6%+3,336+5.4%AddedHistory
AMZNAmazon Com IncStock118,034$12.5M1.5%+5,874+5.2%AddedConverted for a 20-for-1 splitHistory
SYKStryker CorpStock62,261$12.4M1.5%+2,546+4.3%AddedHistory
APHAmphenol CorpCL A184,404$11.9M1.5%+21,252+13.0%AddedHistory
ADBEAdobe Inc.Stock28,540$10.4M1.3%+3,492+13.9%AddedHistory
SJTSan Juan Basin Royalty TrustUNIT BEN INT565,191$4.91M0.6%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock26,634$4.86M0.6%−765−2.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM50,163$4.30M0.5%+2,265+4.7%AddedHistory
ABBVAbbVie Inc.Stock14,928$2.29M0.3%−2,082−12.2%ReducedHistory
BSMBlack Stone Minerals, L.P.COM UNIT142,512$1.95M0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock889$1.94M0.2%+66+8.0%AddedHistory
MAMastercard IncStock4,998$1.58M0.2%+60+1.2%AddedHistory
CVXChevron CorpStock8,891$1.29M0.2%−348−3.8%ReducedHistory
DMLPDorchester Minerals, L.P.COM UNIT52,423$1.25M0.2%00.0%UnchangedHistory
NVSNovartis AGADR12,761$1.08M0.1%−5,861−31.5%ReducedHistory
UNHUnitedHealth Group IncStock2,061$1.06M0.1%00.0%UnchangedHistory
SBRSabine Royalty TrustUNIT BEN INT14,000$852.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock7,364$829.0K0.1%+1,475+25.0%AddedHistory
LRCXLam Research CorpCOM1,919$818.0K0.1%+11+0.6%AddedHistory
CRMSalesforce, Inc.Stock4,600$759.0K0.1%+6+0.1%AddedHistory
MDTMedtronic plcStock8,288$744.0K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock4,209$735.0K0.1%+323+8.3%AddedHistory
DHRDanaher CorpStock2,749$697.0K0.1%+185+7.2%AddedHistory
HDHome Depot, Inc.Stock2,449$672.0K0.1%−46−1.8%ReducedHistory
METAMeta Platforms, Inc.Stock3,570$576.0K0.1%+1,205+51.0%AddedHistory
AMDAdvanced Micro Devices IncStock7,047$539.0K0.1%+50+0.7%AddedHistory
WMWaste Management IncStock3,500$535.0K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock6,615$509.0K0.1%+6,615NewHistory
BRK.BBerkshire Hathaway IncStock1,852$506.0K0.1%00.0%UnchangedHistory
DISWalt Disney CoStock5,145$486.0K0.1%+250+5.1%AddedHistory
IBMInternational Business Machines CorpStock3,365$475.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock214$468.0K0.1%00.0%UnchangedHistory
BXBlackstone Inc.COM5,055$461.0K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM743$453.0K0.1%+153+25.9%AddedHistory
GLDSPDR Gold TrustETF2,650$446.0K0.1%+2,650NewHistory
NVDANVIDIA CorpStock2,943$446.0K0.1%−176−5.6%ReducedHistory
SYYSysco CorpStock5,083$431.0K0.1%+20.0%AddedHistory
MRKMerck & Co., Inc.Stock4,620$421.0K0.1%−200−4.1%ReducedHistory
COPConocoPhillipsStock4,603$413.0K0.1%−862−15.8%ReducedHistory
MDLZMondelez International, Inc.Stock6,610$410.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,890$372.0K<0.1%+780+70.3%AddedHistory
TSCOTractor Supply CoCOM1,890$366.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,424$352.0K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock4,779$334.0K<0.1%−250−5.0%ReducedHistory
SPGIS&P Global Inc.Stock961$324.0K<0.1%+440+84.5%AddedHistory
CMGChipotle Mexican Grill IncCOM238$311.0K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,420$303.0K<0.1%+1,420NewHistory
Vanguard Ftse Developed Markets ETF921943858ETF7,372$301.0K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF1,326$300.0K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock2,834$290.0K<0.1%+50+1.8%AddedHistory
FFINFirst Financial Bankshares IncCOM7,336$288.0K<0.1%00.0%UnchangedHistory
CMICummins IncStock1,456$282.0K<0.1%+437+42.9%AddedHistory
COSTCostco Wholesale CorpStock584$280.0K<0.1%−53−8.3%ReducedHistory
CVSCVS Health CorpStock2,992$277.0K<0.1%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM926$277.0K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock555$274.0K<0.1%00.0%UnchangedHistory
HALOHalozyme Therapeutics, Inc.COM6,071$267.0K<0.1%00.0%UnchangedHistory
LINLinde PLCSHS912$262.0K<0.1%+912NewHistory
CCitigroup IncStock5,168$238.0K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock2,877$231.0K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock5,690$223.0K<0.1%00.0%UnchangedHistory
CFRCullen/Frost Bankers, Inc.COM1,879$219.0K<0.1%+2+0.1%AddedHistory
NOWServiceNow, Inc.Stock445$212.0K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock3,915$205.0K<0.1%00.0%UnchangedHistory
CLVTClarivate PLCORD SHS11,512$160.0K<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR13,917$71.0K<0.1%+435+3.2%AddedHistory
NOKNokia CorpSPONSORED ADR13,000$60.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (10)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of McDaniel Terry & Co sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
NFLXNetflix IncStock1,694$635.0K0.1%History
MMM3M CoStock4,210$627.0K0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,174$385.0K<0.1%–
XYZBlock, Inc.CL A1,968$267.0K<0.1%History
BACBank of America CorpStock6,255$258.0K<0.1%History
CATCaterpillar IncStock1,125$251.0K<0.1%History
AMATApplied Materials IncStock1,600$211.0K<0.1%History
LADLithia Motors IncCOM701$210.0K<0.1%History
TXNTexas Instruments IncStock1,108$203.0K<0.1%History
TGTTarget CorpStock956$203.0K<0.1%History