McDaniel Terry & Co
- SEC CIK
- 0001104366
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 3, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 101
- +3 vs. Q3 2024
- Portfolio value
- $1.22B
- +$25.6M (+2.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 315,594 | $133.0M | 10.9% | +18,052+6.1% | Added | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.