Mcdaniel Terry &
$1.2B Assets Reported
81 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | Microsoft | 295,823 | $110M | 9.3% |
| TSM | Taiwan Semiconductor | 275,149 | $93M | 7.9% |
| AAPL | Apple | 350,028 | $89M | 7.5% |
| NDSN | Nordson | 234,252 | $62M | 5.3% |
| APH | Amphenol | 402,891 | $51M | 4.3% |
| ITW | Illinois Tool Works | 185,018 | $48M | 4.1% |
| DCI | Donaldson | 553,411 | $47M | 4.0% |
| JNJ | Johnson & Johnson | 186,033 | $45M | 3.9% |
| DOV | Dover | 215,174 | $45M | 3.8% |
| PCAR | Paccar | 384,926 | $44M | 3.8% |
Track Mcdaniel Terry &'s 13F portfolio: $1.2B in reported holdings, 81 positions. Top holdings, AUM, and quarterly changes on SentiSense.