Institutions / McDaniel Terry & Co

McDaniel Terry & Co

CIK 1104366 · Institution · as of Mar 31, 2026
Portfolio value
$1.18B
Positions
81
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.18B+2.5%
$1.18B$1.16B$1.15BQ4 '25Q1 '26

Positions

81+6.6%
817976Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 81 →
CompanyClassValueShares% of portfolio
Microsoft Corp$109.50M295,8239.3%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$92.99M275,1497.9%
Apple Inc.$88.83M350,0287.5%
Nordson Corp$62.33M234,2525.3%
Amphenol Corp /De$50.91M402,8914.3%
Illinois Tool Works Inc$48.16M185,0184.1%
DONALDSON Co INC$46.97M553,4114.0%
Johnson & Johnson$45.47M186,0333.9%
DOVER Corp$44.85M215,1743.8%
Paccar Inc$44.46M384,9263.8%
Ecolab Inc.$43.69M164,2533.7%
Automatic Data Processing Inc$39.11M192,4673.3%
Emerson Electric Co$37.09M283,0743.2%
Coca Cola Co$33.49M440,3492.8%
Intuitive Surgical Inc$31.54M68,4142.7%
PROCTER & GAMBLE Co$31.39M217,3222.7%
Honeywell International Inc$30.47M134,7952.6%
Cintas Corp$30.01M177,4152.5%
Amazon.com Inc$24.14M115,9122.1%
Stryker Corp$21.70M66,0421.8%
Air Products & Chemicals, Inc.$18.99M65,3771.6%
Alcon$18.38M243,9921.6%
Eaton Corp plc$18.31M51,1911.6%
Texas Instruments Inc$17.88M92,1111.5%
Intuit Inc.$17.46M40,3871.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddApple Inc.$18.16M+72K
+25.69%
350,028
7.55% of portfolio
medium
Q1 2026
as of
AddMicrosoft Corp$8.13M+22K
+8.02%
295,823
9.30% of portfolio
medium
Q1 2026
as of
NewRepublic Services, Inc.$7.05M+32K
32,191
0.60% of portfolio
medium
Q1 2026
as of
AddNordson Corp$5.15M+19K
+9.01%
234,252
5.29% of portfolio
medium
Q1 2026
as of
TrimMcCormick & Co Inc$-5.08M-101K
-43.92%
128,534
0.55% of portfolio
medium
Q1 2026
as of
AddDONALDSON Co INC$4.27M+50K
+10.00%
553,411
3.99% of portfolio
low
Q1 2026
as of
AddTSM
Taiwan Semiconductor Manufacturing Co Ltd
ADR
$3.53M+10K
+3.94%
275,149
7.90% of portfolio
low
Q1 2026
as of
AddJohnson & Johnson$3.18M+13K
+7.51%
186,033
3.86% of portfolio
low
Q1 2026
as of
AddIllinois Tool Works Inc$3.11M+12K
+6.90%
185,018
4.09% of portfolio
low
Q1 2026
as of
AddAutomatic Data Processing Inc$2.70M+13K
+7.40%
192,467
3.32% of portfolio
low