Skip to main content

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
81
0 vs. Q1 2026
Portfolio value
$1.28B
+$102.7M (+8.7%) vs. Q1 2026
Filed
Jul 30, 2026
SEC
Holdings of McDaniel Terry & Co in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR273,518$130.6M10.2%−1,631−0.6%ReducedHistory
MSFTMicrosoft CorpStock295,851$110.4M8.6%+280.0%AddedHistory
AAPLApple Inc.Stock349,854$101.2M7.9%−1740.0%ReducedHistory
APHAmphenol CorpCL A401,779$70.8M5.5%−1,112−0.3%ReducedHistory
NDSNNordson CorpCOM233,840$70.5M5.5%−412−0.2%ReducedHistory
ITWIllinois Tool Works IncStock185,044$50.0M3.9%+260.0%AddedHistory
DCIDonaldson Co IncStock553,427$49.7M3.9%+160.0%AddedHistory
DOVDOVER CorpCOM214,867$48.2M3.8%−307−0.1%ReducedHistory
JNJJohnson & JohnsonStock186,267$47.3M3.7%+234+0.1%AddedHistory
PCARPaccar IncCOM384,489$46.2M3.6%−437−0.1%ReducedHistory
ECLEcolab Inc.Stock164,367$45.8M3.6%+114+0.1%AddedHistory
ADPAutomatic Data Processing IncStock192,351$43.1M3.4%−116−0.1%ReducedHistory
EMREmerson Electric CoStock282,826$40.5M3.2%−248−0.1%ReducedHistory
KOCoca Cola CoStock440,494$35.8M2.8%+1450.0%AddedHistory
PGProcter & Gamble CoStock217,517$31.9M2.5%+195+0.1%AddedHistory
CTASCintas CorpStock178,058$30.3M2.4%+643+0.4%AddedHistory
TXNTexas Instruments IncStock94,421$28.1M2.2%+2,310+2.5%AddedHistory
AMZNAmazon Com IncStock115,854$27.6M2.2%−58−0.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW68,719$27.3M2.1%+305+0.4%AddedHistory
ETNEaton Corp plcStock53,572$22.8M1.8%+2,381+4.7%AddedHistory
SYKStryker CorpStock67,708$21.3M1.7%+1,666+2.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock66,243$19.4M1.5%+866+1.3%AddedHistory
ALCAlcon IncStock265,588$17.8M1.4%+21,596+8.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock35,330$17.7M1.4%+2,638+8.1%AddedHistory
HONHoneywell International IncStock68,318$15.3M1.2%+68,318NewHistory
HONAHoneywell Aerospace Inc.COM68,390$15.1M1.2%+68,390NewHistory
ZBRAZebra Technologies CorpCL A57,352$15.1M1.2%+2,258+4.1%AddedHistory
BRK.BBerkshire Hathaway IncStock25,146$12.6M1.0%+20+0.1%AddedHistory
RSGRepublic Services, Inc.COM55,455$11.8M0.9%+23,264+72.3%AddedHistory
INTUIntuit Inc.Stock40,121$10.5M0.8%−266−0.7%ReducedHistory
XOMExxonMobil Holdings CorpStock57,973$7.93M0.6%+57,973NewHistory
ACNAccenture plcStock51,267$6.38M0.5%+1,346+2.7%AddedHistory
LRCXLam Research CorpStock13,500$5.85M0.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,218$3.15M0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock15,239$3.05M0.2%−371−2.4%ReducedHistory
ABBVAbbVie Inc.Stock12,069$3.04M0.2%+10+0.1%AddedHistory
GOOGLAlphabet Inc.Stock7,356$2.63M0.2%−319−4.2%ReducedHistory
GWWW.W. Grainger, Inc.Stock1,830$2.49M0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock15,592$2.11M0.2%+40.0%AddedHistory
STELStellar Bancorp, Inc.COM46,419$1.83M0.1%00.0%UnchangedHistory
CVXChevron CorpStock10,218$1.69M0.1%+7+0.1%AddedHistory
BSMBlack Stone Minerals, L.P.COM UNIT119,987$1.68M0.1%00.0%UnchangedHistory
FDXFedEx CorpStock4,563$1.43M0.1%−279−5.8%ReducedHistory
WMWaste Management IncStock6,275$1.40M0.1%00.0%UnchangedHistory
DMLPDorchester Minerals, L.P.COM UNIT52,423$1.32M0.1%00.0%UnchangedHistory
MAMastercard IncStock2,545$1.31M0.1%−249−8.9%ReducedHistory
ABTAbbott LaboratoriesStock13,281$1.21M0.1%−119−0.9%ReducedHistory
GOOGAlphabet Inc.Stock3,157$1.12M0.1%+10.0%AddedHistory
SBRSabine Royalty TrustUNIT BEN INT14,000$1.02M0.1%00.0%UnchangedHistory
SJTSan Juan Basin Royalty TrustUNIT BEN INT318,076$1.02M0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock749$898.4K0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,097$792.1K0.1%+80+4.0%AddedHistory
DUKDuke Energy CORPStock6,213$786.4K0.1%+45+0.7%AddedHistory
SYYSysco CorpStock9,252$773.3K0.1%+30.0%AddedHistory
NFLXNetflix IncStock10,009$714.6K0.1%+9+0.1%AddedHistory
IBMInternational Business Machines CorpStock1,988$559.0K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR3,325$521.1K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock6,203$485.3K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock2,187$482.3K<0.1%00.0%UnchangedHistory
PSXPhillips 66Stock2,730$461.5K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock4,264$443.3K<0.1%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF3,670$438.6K<0.1%+790+27.4%AddedConverted for a 8-for-1 split–
BMYBristol Myers Squibb CoStock7,519$433.2K<0.1%−800−9.6%ReducedHistory
BDXBecton Dickinson & CoStock2,749$416.0K<0.1%−9,926−78.3%ReducedHistory
MMM3M CoStock2,445$395.9K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,079$380.4K<0.1%+7+0.7%AddedHistory
MCDMcDonalds CorpStock1,384$374.1K<0.1%00.0%UnchangedHistory
TCBITexas Capital Bancshares IncCOM3,500$361.4K<0.1%00.0%UnchangedHistory
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK2,325$351.1K<0.1%+2,325NewHistory
GLDSPDR Gold TrustETF939$345.9K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock3,039$326.7K<0.1%−13,275−81.4%ReducedHistory
AMDAdvanced Micro Devices IncStock553$321.2K<0.1%+553NewHistory
METAMeta Platforms, Inc.Stock562$316.6K<0.1%+35+6.6%AddedHistory
WMTWalmart Inc.Stock2,587$293.0K<0.1%+10.0%AddedHistory
AMGNAmgen IncStock787$285.0K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock851$278.6K<0.1%+1+0.1%AddedHistory
EPDEnterprise Products Partners L.P.Stock7,020$258.1K<0.1%00.0%UnchangedHistory
FFINFirst Financial Bankshares IncCOM7,336$253.8K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock3,965$225.9K<0.1%+3,965NewHistory
CSCOCisco Systems, Inc.Stock1,714$201.3K<0.1%+1,714NewHistory
NOKNokia CorpSPONSORED ADR13,318$176.9K<0.1%−1,650−11.0%ReducedHistory

Sold out since Q1 2026 (7)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of McDaniel Terry & Co sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM134,795$30.5M2.6%History
XOMExxonMobil Holdings CorpCOM58,887$9.99M0.8%History
MKCMcCormick & Co IncStock128,534$6.48M0.6%History
ADBEAdobe Inc.Stock24,922$6.06M0.5%History
WATWaters CorpCOM1,737$517.2K<0.1%History
SOLSSolstice Advanced Materials Inc.COM SHS4,283$326.2K<0.1%History
NEENextera Energy IncStock2,254$209.3K<0.1%History