Mcdaniel Terry & Co

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.18B
Q ending 2026-03-31
Prior quarter
$1.15B
Q ending 2025-12-31
Change
+2.5% QoQ · +102893.5% YoY
Positions
81
reported holdings

Largest positions

All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
MicrosoftMSFTShares$109.5M296K
Taiwan SemiconductorTSMShares$93.0M275K
AppleAAPLShares$88.8M350K
NordsonNDSNShares$62.3M234K
AmphenolAPHShares$50.9M403K
Illinois Tool WorksITWShares$48.2M185K
DonaldsonDCIShares$47.0M553K
Johnson & JohnsonJNJShares$45.5M186K
DoverDOVShares$44.9M215K
PaccarPCARShares$44.5M385K
EcolabECLShares$43.7M164K
Automatic Data ProcessingADPShares$39.1M192K
Emerson ElectricEMRShares$37.1M283K
Coca-ColaKOShares$33.5M440K
Intuitive SurgicalISRGShares$31.5M68K
Procter & GamblePGShares$31.4M217K
HoneywellHONGBPShares$30.5M135K
CintasCTASShares$30.0M177K
AmazonAMZNShares$24.1M116K
StrykerSYKShares$21.7M66K
Air Products & ChemicalsAPDShares$19.0M65K
AlconShares$18.4M244K
EatonShares$18.3M51K
Texas InstrumentsTXNShares$17.9M92K
IntuitINTUShares$17.5M40K
Thermo Fisher ScientificTMOShares$16.1M33K
Berkshire Hathaway Class BBRK/BShares$12.0M25K
Zebra TechnologiesZBRAShares$11.5M55K
Exxon MobilXOMShares$10.0M59K
AccentureShares$9.9M50K
Republic ServicesRSGShares$7.1M32K
Mccormick & CoMKCShares$6.5M129K
Adobe SystemsADBEShares$6.1M25K
Lam ResearchLRCXShares$2.9M14K
Spdr S&P 500 Etf TrustSPYShares$2.7M4K
NvidiaNVDAShares$2.7M16K
AbbvieABBVShares$2.6M12K
PepsicoPEPShares$2.4M16K
Alphabet Class AGOOGLShares$2.2M8K
Chevron CorpCVXShares$2.1M10K
Ww GraingerGWWShares$2.0M2K
Becton DickinsonBDXShares$2.0M13K
Black Stone MineralsBSMShares$1.8M120K
FedexFDXShares$1.7M5K
Stellar BancorpShares$1.7M46K
United Parcel ServiceUPSShares$1.6M16K
San Juan Basin Royalty TrustSJTShares$1.5M318K
Waste ManagementWMShares$1.4M6K
Dorchester MineralsDMLPShares$1.4M52K
MastercardMAShares$1.4M3K
Abbott LabsABTShares$1.4M13K
Sabine Royalty TrustSBRShares$1.1M14K
NetflixNFLXShares$962K10K
Alphabet Class CGOOGShares$905K3K
Duke EnergyDUKShares$808K6K
Eli LillyLLYShares$689K749
SyscoSYYShares$660K9K
BroadcomAVGOShares$624K2K
ConocophillipsCOPShares$563K4K
MedtronicShares$537K6K
WatersWATShares$517K2K
LowesLOWShares$517K2K
NovartisNVSShares$508K3K
Bristol-Myers SquibbBMYShares$505K8K
Phillips 66PSXShares$497K3K
IbmIBMShares$482K2K
McdonaldsMCDShares$430K1K
Spdr Gold SharesGLDShares$404K939
3MMMMShares$355K2K
Home DepotHDShares$352K1K
Texas Capital BancsharesTCBIShares$332K4K
Solstice Advanced MaterialsSOLSShares$326K4K
WalmartWMTShares$321K3K
Meta PlatformsMETAShares$302K527
AmgenAMGNShares$277K787
Enterprise ProductsEPDShares$266K7K
Vanguard Information Technology EtVGTShares$251K360
JpmorganchaseJPMShares$250K850
First Financial BanksharesFFINShares$216K7K
Nextera EnergyNEEShares$209K2K
Nokia AdrNOKShares$120K15K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.