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McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
81
+5 vs. Q4 2025
Portfolio value
$1.18B
+$28.7M (+2.5%) vs. Q4 2025
Filed
May 5, 2026
SEC
Holdings of McDaniel Terry & Co in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock295,823$109.5M9.3%+21,956+8.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR275,149$93.0M7.9%+10,438+3.9%AddedHistory
AAPLApple Inc.Stock350,028$88.8M7.5%+71,541+25.7%AddedHistory
NDSNNordson CorpCOM234,252$62.3M5.3%+19,359+9.0%AddedHistory
APHAmphenol CorpCL A402,891$50.9M4.3%+15,363+4.0%AddedHistory
ITWIllinois Tool Works IncStock185,018$48.2M4.1%+11,946+6.9%AddedHistory
DCIDonaldson Co IncStock553,411$47.0M4.0%+50,298+10.0%AddedHistory
JNJJohnson & JohnsonStock186,033$45.5M3.9%+12,989+7.5%AddedHistory
DOVDOVER CorpCOM215,174$44.9M3.8%+7,288+3.5%AddedHistory
PCARPaccar IncCOM384,926$44.5M3.8%+9,576+2.6%AddedHistory
ECLEcolab Inc.Stock164,253$43.7M3.7%+8,975+5.8%AddedHistory
ADPAutomatic Data Processing IncStock192,467$39.1M3.3%+13,266+7.4%AddedHistory
EMREmerson Electric CoStock283,074$37.1M3.2%+13,736+5.1%AddedHistory
KOCoca Cola CoStock440,349$33.5M2.8%+29,193+7.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW68,414$31.5M2.7%+1,410+2.1%AddedHistory
PGProcter & Gamble CoStock217,322$31.4M2.7%+9,814+4.7%AddedHistory
HONHoneywell International IncCOM134,795$30.5M2.6%+8,571+6.8%AddedHistory
CTASCintas CorpStock177,415$30.0M2.5%+356+0.2%AddedHistory
AMZNAmazon Com IncStock115,912$24.1M2.1%+2,565+2.3%AddedHistory
SYKStryker CorpStock66,042$21.7M1.8%+2,220+3.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock65,377$19.0M1.6%+2,885+4.6%AddedHistory
ALCAlcon IncStock243,992$18.4M1.6%+13,870+6.0%AddedHistory
ETNEaton Corp plcStock51,191$18.3M1.6%+1,577+3.2%AddedHistory
TXNTexas Instruments IncStock92,111$17.9M1.5%+1,893+2.1%AddedHistory
INTUIntuit Inc.Stock40,387$17.5M1.5%+1,864+4.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock32,692$16.1M1.4%+1,767+5.7%AddedHistory
BRK.BBerkshire Hathaway IncStock25,126$12.0M1.0%00.0%UnchangedHistory
ZBRAZebra Technologies CorpCL A55,094$11.5M1.0%+3,050+5.9%AddedHistory
XOMExxonMobil Holdings CorpCOM58,887$9.99M0.8%00.0%UnchangedHistory
ACNAccenture plcStock49,921$9.90M0.8%+4,913+10.9%AddedHistory
RSGRepublic Services, Inc.COM32,191$7.05M0.6%+32,191NewHistory
MKCMcCormick & Co IncStock128,534$6.48M0.6%−100,649−43.9%ReducedHistory
ADBEAdobe Inc.Stock24,922$6.06M0.5%−9,265−27.1%ReducedHistory
LRCXLam Research CorpStock13,500$2.88M0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,218$2.74M0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock15,610$2.72M0.2%−145−0.9%ReducedHistory
ABBVAbbVie Inc.Stock12,059$2.62M0.2%+1,009+9.1%AddedHistory
PEPPepsiCo IncStock15,588$2.42M0.2%−1,426−8.4%ReducedHistory
GOOGLAlphabet Inc.Stock7,675$2.21M0.2%+239+3.2%AddedHistory
CVXChevron CorpStock10,211$2.11M0.2%+516+5.3%AddedHistory
GWWW.W. Grainger, Inc.Stock1,830$2.00M0.2%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock12,675$1.99M0.2%+5,335+72.7%AddedHistory
BSMBlack Stone Minerals, L.P.COM UNIT119,987$1.81M0.2%00.0%UnchangedHistory
FDXFedEx CorpStock4,842$1.72M0.1%−1,258−20.6%ReducedHistory
STELStellar Bancorp, Inc.COM46,419$1.70M0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock16,314$1.60M0.1%−96−0.6%ReducedHistory
SJTSan Juan Basin Royalty TrustUNIT BEN INT318,076$1.53M0.1%+147,788+86.8%AddedHistory
WMWaste Management IncStock6,275$1.44M0.1%00.0%UnchangedHistory
DMLPDorchester Minerals, L.P.COM UNIT52,423$1.42M0.1%00.0%UnchangedHistory
MAMastercard IncStock2,794$1.40M0.1%−58−2.0%ReducedHistory
ABTAbbott LaboratoriesStock13,400$1.38M0.1%+1,012+8.2%AddedHistory
SBRSabine Royalty TrustUNIT BEN INT14,000$1.05M0.1%+7,000+100.0%AddedHistory
NFLXNetflix IncStock10,000$961.5K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,156$905.3K0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock6,168$807.6K0.1%+15+0.2%AddedHistory
LLYEli Lilly & CoStock749$688.9K0.1%−6−0.8%ReducedHistory
SYYSysco CorpStock9,249$659.7K0.1%+30.0%AddedHistory
AVGOBroadcom Inc.Stock2,017$624.3K0.1%+398+24.6%AddedHistory
COPConocoPhillipsStock4,264$562.8K<0.1%+224+5.5%AddedHistory
MDTMedtronic plcStock6,203$537.5K<0.1%+408+7.0%AddedHistory
WATWaters CorpCOM1,737$517.2K<0.1%+1,737NewHistory
LOWLowes Companies IncStock2,187$516.6K<0.1%+10.0%AddedHistory
NVSNovartis AGADR3,325$507.9K<0.1%+156+4.9%AddedHistory
BMYBristol Myers Squibb CoStock8,319$504.5K<0.1%00.0%UnchangedHistory
PSXPhillips 66Stock2,730$497.4K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,988$481.9K<0.1%+200+11.2%AddedHistory
MCDMcDonalds CorpStock1,384$430.1K<0.1%+153+12.4%AddedHistory
GLDSPDR Gold TrustETF939$404.0K<0.1%00.0%UnchangedHistory
MMM3M CoStock2,445$355.1K<0.1%−200−7.6%ReducedHistory
HDHome Depot, Inc.Stock1,072$352.5K<0.1%+92+9.4%AddedHistory
TCBITexas Capital Bancshares IncCOM3,500$332.1K<0.1%00.0%UnchangedHistory
SOLSSolstice Advanced Materials Inc.COM SHS4,283$326.2K<0.1%+4,283NewHistory
WMTWalmart Inc.Stock2,586$321.4K<0.1%−18−0.7%ReducedHistory
METAMeta Platforms, Inc.Stock527$301.5K<0.1%+101+23.7%AddedHistory
AMGNAmgen IncStock787$276.9K<0.1%+111+16.4%AddedHistory
EPDEnterprise Products Partners L.P.Stock7,020$265.6K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF360$251.2K<0.1%+20+5.9%Added–
JPMJPMorgan Chase & CoStock850$250.0K<0.1%+850NewHistory
FFINFirst Financial Bankshares IncCOM7,336$216.0K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock2,254$209.3K<0.1%+2,254NewHistory
NOKNokia CorpSPONSORED ADR14,968$120.3K<0.1%00.0%UnchangedHistory