Mcdaniel Terry &
$1.3B 13F equity value
86 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mcdaniel Terry & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | Taiwan Semiconductor | 273,518 | $131M | 10.2% |
| MSFT | Microsoft | 295,851 | $110M | 8.6% |
| AAPL | Apple | 349,854 | $101M | 7.9% |
| APH | Amphenol | 401,779 | $71M | 5.5% |
| NDSN | Nordson | 233,840 | $71M | 5.5% |
| ITW | Illinois Tool Works | 185,044 | $50M | 3.9% |
| DCI | Donaldson | 553,427 | $50M | 3.9% |
| DOV | Dover | 214,867 | $48M | 3.8% |
| JNJ | Johnson & Johnson | 186,267 | $47M | 3.7% |
| PCAR | Paccar | 384,489 | $46M | 3.6% |
Track Mcdaniel Terry &'s 13F portfolio: $1.3B in reported holdings, 86 positions. Top holdings and quarterly changes on SentiSense.
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