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%Positions
81+6.6%Top holdings
Mar 31, 2026View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $109.50M | 9.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $92.99M | 7.9% |
| Apple Inc. | $88.83M | 7.5% |
| Nordson Corp | $62.33M | 5.3% |
| Amphenol Corp /De | $50.91M | 4.3% |
| Illinois Tool Works Inc | $48.16M | 4.1% |
| DONALDSON Co INC | $46.97M | 4.0% |
| Johnson & Johnson | $45.47M | 3.9% |
| DOVER Corp | $44.85M | 3.8% |
| Paccar Inc | $44.46M | 3.8% |
| Ecolab Inc. | $43.69M | 3.7% |
| Automatic Data Processing Inc | $39.11M | 3.3% |
| Emerson Electric Co | $37.09M | 3.2% |
| Coca Cola Co | $33.49M | 2.8% |
| Intuitive Surgical Inc | $31.54M | 2.7% |
| PROCTER & GAMBLE Co | $31.39M | 2.7% |
| Honeywell International Inc | $30.47M | 2.6% |
| Cintas Corp | $30.01M | 2.5% |
| Amazon.com Inc | $24.14M | 2.1% |
| Stryker Corp | $21.70M | 1.8% |
| Air Products & Chemicals, Inc. | $18.99M | 1.6% |
| Alcon | $18.38M | 1.6% |
| Eaton Corp plc | $18.31M | 1.6% |
| Texas Instruments Inc | $17.88M | 1.5% |
| Intuit Inc. | $17.46M | 1.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Apple Inc. | $18.16M | +72K +25.69% | 350,028 7.55% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp | $8.13M | +22K +8.02% | 295,823 9.30% of portfolio | medium |
| Q1 2026 as of | New | Republic Services, Inc. | $7.05M | +32K | 32,191 0.60% of portfolio | medium |
| Q1 2026 as of | Add | Nordson Corp | $5.15M | +19K +9.01% | 234,252 5.29% of portfolio | medium |
| Q1 2026 as of | Trim | McCormick & Co Inc | $-5.08M | -101K -43.92% | 128,534 0.55% of portfolio | medium |
| Q1 2026 as of | Add | DONALDSON Co INC | $4.27M | +50K +10.00% | 553,411 3.99% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $3.53M | +10K +3.94% | 275,149 7.90% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson | $3.18M | +13K +7.51% | 186,033 3.86% of portfolio | low |
| Q1 2026 as of | Add | Illinois Tool Works Inc | $3.11M | +12K +6.90% | 185,018 4.09% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc | $2.70M | +13K +7.40% | 192,467 3.32% of portfolio | low |