Mcdaniel Terry & Co

13F filer · CIK 0001104366

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$1.28BU.S. long equity reported on 13F

Positions793 new · 5 closed

Net flow last quarter-$5.18MBuys minus sells

Top 10 positions weight56.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202679 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$131M	10.21%	0.00%	-0.6%	Q3 2018
MSFTMicrosoft Corp	$110M	8.62%	0.00%	0.0%	Q2 2013
AAPLApple Inc.	$101M	7.91%	0.00%	-0.1%	Q2 2013
APHAmphenol Corp	$70.8M	5.53%	0.03%	-0.3%	Q4 2021
NDSNNordson Corp	$70.5M	5.51%	0.42%	-0.2%	Q2 2013
ITWIllinois Tool Works Inc	$50M	3.91%	0.07%	0.0%	Q2 2013
DCIDONALDSON Co INC	$49.7M	3.88%	0.48%	0.0%	Q2 2013
DOVDOVER Corp	$48.2M	3.77%	0.16%	-0.1%	Q2 2013
JNJJohnson & Johnson	$47.3M	3.70%	0.01%	+0.1%	Q2 2013
PCARPaccar Inc	$46.2M	3.61%	0.07%	-0.1%	Q2 2013
ECLEcolab Inc.	$45.8M	3.58%	0.06%	+0.1%	Q2 2013
ADPAutomatic Data Processing Inc	$43.1M	3.37%	0.05%	-0.1%	Q2 2013
EMREmerson Electric Co	$40.5M	3.16%	0.05%	-0.1%	Q2 2013
KOCoca Cola Co	$35.8M	2.80%	0.01%	0.0%	Q2 2013
PGPROCTER & GAMBLE Co	$31.9M	2.49%	0.01%	+0.1%	Q2 2013
CTASCintas Corp	$30.3M	2.37%	0.04%	+0.4%	Q2 2020
TXNTexas Instruments Inc	$28.1M	2.20%	0.01%	+2.5%	Q3 2021
AMZNAmazon Com Inc	$27.6M	2.16%	0.00%	-0.1%	Q1 2016
ISRGIntuitive Surgical Inc	$27.3M	2.14%	0.02%	+0.5%	Q2 2016
ETNEaton Corp plc	$22.8M	1.78%	0.01%	+4.7%	Q1 2025
SYKStryker Corp	$21.3M	1.67%	0.02%	+2.5%	Q2 2020
APDAir Products & Chemicals, Inc.	$19.4M	1.52%	0.03%	+1.3%	Q2 2020
ALCAlcon Inc	$17.8M	1.39%	0.05%	+8.9%	Q2 2019
TMOThermo Fisher Scientific Inc.	$17.7M	1.38%	0.01%	+8.1%	Q4 2021
HONHoneywell International Inc	$15.3M	1.20%	0.02%	+1.4%	Q4 2015
HONAHoneywell Aerospace Inc.	$15.1M	1.18%	Not reported	+1.5%	Q2 2026
ZBRAZebra Technologies Corp	$15.1M	1.18%	0.12%	+4.1%	Q2 2023
BRK.BBerkshire Hathaway Inc	$12.6M	0.98%	Not reported	+0.1%	Q2 2013
RSGRepublic Services, Inc.	$11.8M	0.92%	0.02%	+72.3%	Q1 2026
INTUIntuit Inc.	$10.5M	0.82%	0.01%	-0.7%	Q2 2016
XOMExxonMobil Holdings Corp	$7.93M	0.62%	0.00%	-1.6%	Q2 2013
ACNAccenture plc	$6.38M	0.50%	0.01%	+2.7%	Q1 2025
LRCXLam Research Corp	$5.85M	0.46%	0.00%	Not reported	Q2 2019
SPYSPDR S&P 500 ETF Trust	$3.15M	0.25%	Not reported	Not reported	Q3 2023
NVDANvidia Corp	$3.05M	0.24%	0.00%	-2.4%	Q3 2020
ABBVAbbVie Inc.	$3.04M	0.24%	0.00%	+0.1%	Q2 2013
GOOGLAlphabet Inc.	$2.63M	0.21%	0.00%	-4.2%	Q1 2016
GWWW.W. Grainger, Inc.	$2.49M	0.19%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.11M	0.16%	0.00%	0.0%	Q2 2013
CVXChevron Corp	$1.69M	0.13%	0.00%	+0.1%	Q2 2013
BSMBlack Stone Minerals, L.P.	$1.68M	0.13%	Not reported	Not reported	Q2 2015
FDXFedex Corp	$1.43M	0.11%	0.00%	-5.8%	Q2 2013
WMWaste Management Inc	$1.4M	0.11%	0.00%	Not reported	Q1 2015
DMLPDorchester Minerals, L.P.	$1.32M	0.10%	0.11%	Not reported	Q2 2013
MAMastercard Inc	$1.31M	0.10%	0.00%	-8.9%	Q1 2018
ABTAbbott Laboratories	$1.21M	0.09%	0.00%	-0.9%	Q2 2013
GOOGAlphabet Inc.	$1.12M	0.09%	Not reported	0.0%	Q4 2020
SBRSabine Royalty Trust	$1.02M	0.08%	Not reported	Not reported	Q2 2013
SJTSan Juan Basin Royalty Trust	$1.02M	0.08%	Not reported	Not reported	Q2 2013
LLYELI LILLY & Co	$898K	0.07%	0.00%	Not reported	Q2 2023

Q1 2026Reported May 5, 202679 positions
MSFTMicrosoft Corp	$110M	9.30%	0.00%	+8.0%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$93M	7.90%	0.00%	+3.9%	Q3 2018
AAPLApple Inc.	$88.8M	7.55%	0.00%	+25.7%	Q2 2013
NDSNNordson Corp	$62.3M	5.29%	0.42%	+9.0%	Q2 2013
APHAmphenol Corp	$50.9M	4.32%	0.03%	+4.0%	Q4 2021
ITWIllinois Tool Works Inc	$48.2M	4.09%	0.06%	+6.9%	Q2 2013
DCIDONALDSON Co INC	$47M	3.99%	0.48%	+10.0%	Q2 2013
JNJJohnson & Johnson	$45.5M	3.86%	0.01%	+7.5%	Q2 2013
DOVDOVER Corp	$44.9M	3.81%	0.16%	+3.5%	Q2 2013
PCARPaccar Inc	$44.5M	3.78%	0.07%	+2.6%	Q2 2013
ECLEcolab Inc.	$43.7M	3.71%	0.06%	+5.8%	Q2 2013
ADPAutomatic Data Processing Inc	$39.1M	3.32%	0.05%	+7.4%	Q2 2013
EMREmerson Electric Co	$37.1M	3.15%	0.05%	+5.1%	Q2 2013
KOCoca Cola Co	$33.5M	2.84%	0.01%	+7.1%	Q2 2013
ISRGIntuitive Surgical Inc	$31.5M	2.68%	0.02%	+2.1%	Q2 2016
PGPROCTER & GAMBLE Co	$31.4M	2.67%	0.01%	+4.7%	Q2 2013
HONHoneywell International Inc	$30.5M	2.59%	0.02%	+6.8%	Q4 2015
CTASCintas Corp	$30M	2.55%	0.04%	+0.2%	Q2 2020
AMZNAmazon Com Inc	$24.1M	2.05%	0.00%	+2.3%	Q1 2016
SYKStryker Corp	$21.7M	1.84%	0.02%	+3.5%	Q2 2020
APDAir Products & Chemicals, Inc.	$19M	1.61%	0.03%	+4.6%	Q2 2020
ALCAlcon Inc	$18.4M	1.56%	0.05%	+6.0%	Q2 2019
ETNEaton Corp plc	$18.3M	1.56%	0.01%	+3.2%	Q1 2025
TXNTexas Instruments Inc	$17.9M	1.52%	0.01%	+2.1%	Q3 2021
INTUIntuit Inc.	$17.5M	1.48%	0.01%	+4.8%	Q2 2016
TMOThermo Fisher Scientific Inc.	$16.1M	1.37%	0.01%	+5.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$12M	1.02%	Not reported	Not reported	Q2 2013
ZBRAZebra Technologies Corp	$11.5M	0.98%	0.11%	+5.9%	Q2 2023
XOMExxonMobil Holdings Corp	$9.99M	0.85%	0.00%	Not reported	Q2 2013
ACNAccenture plc	$9.9M	0.84%	0.01%	+10.9%	Q1 2025
RSGRepublic Services, Inc.	$7.05M	0.60%	0.01%	New	Q1 2026
MKCMccormick & Co Inc	$6.48M	0.55%	Not reported	-43.9%	Q4 2016
ADBEAdobe Inc.	$6.06M	0.51%	0.01%	-27.1%	Q1 2020
LRCXLam Research Corp	$2.88M	0.25%	0.00%	Not reported	Q2 2019
SPYSPDR S&P 500 ETF Trust	$2.74M	0.23%	Not reported	Not reported	Q3 2023
NVDANvidia Corp	$2.72M	0.23%	0.00%	-0.9%	Q3 2020
ABBVAbbVie Inc.	$2.62M	0.22%	0.00%	+9.1%	Q2 2013
PEPPepsico Inc	$2.42M	0.21%	0.00%	-8.4%	Q2 2013
GOOGLAlphabet Inc.	$2.21M	0.19%	0.00%	+3.2%	Q1 2016
CVXChevron Corp	$2.11M	0.18%	0.00%	+5.3%	Q2 2013
GWWW.W. Grainger, Inc.	$2M	0.17%	0.00%	Not reported	Q2 2013
BDXBecton Dickinson & Co	$1.99M	0.17%	0.00%	+72.7%	Q3 2013
BSMBlack Stone Minerals, L.P.	$1.81M	0.15%	Not reported	Not reported	Q2 2015
FDXFedex Corp	$1.72M	0.15%	0.00%	-20.6%	Q2 2013
UPSUnited Parcel Service Inc	$1.6M	0.14%	0.00%	-0.6%	Q2 2013
SJTSan Juan Basin Royalty Trust	$1.53M	0.13%	Not reported	+86.8%	Q2 2013
WMWaste Management Inc	$1.44M	0.12%	0.00%	Not reported	Q1 2015
DMLPDorchester Minerals, L.P.	$1.42M	0.12%	0.11%	Not reported	Q2 2013
MAMastercard Inc	$1.4M	0.12%	0.00%	-2.0%	Q1 2018
ABTAbbott Laboratories	$1.38M	0.12%	0.00%	+8.2%	Q2 2013

Q4 2025Reported Feb 10, 202674 positions
MSFTMicrosoft Corp	$132M	11.53%	0.00%	-11.4%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$80.4M	7.00%	0.00%	-7.5%	Q3 2018
AAPLApple Inc.	$75.7M	6.59%	0.00%	-22.2%	Q2 2013
APHAmphenol Corp	$52.4M	4.56%	0.03%	-4.5%	Q4 2021
NDSNNordson Corp	$51.7M	4.50%	0.39%	-8.7%	Q2 2013
ADPAutomatic Data Processing Inc	$46.1M	4.01%	0.04%	-7.4%	Q2 2013
DCIDONALDSON Co INC	$44.6M	3.88%	0.44%	-9.5%	Q2 2013
ITWIllinois Tool Works Inc	$42.6M	3.71%	0.06%	-7.1%	Q2 2013
PCARPaccar Inc	$41.1M	3.58%	0.07%	-6.0%	Q2 2013
ECLEcolab Inc.	$40.8M	3.55%	0.06%	-7.4%	Q2 2013
DOVDOVER Corp	$40.6M	3.53%	0.15%	-5.5%	Q2 2013
ISRGIntuitive Surgical Inc	$37.9M	3.30%	0.02%	-3.2%	Q2 2016
JNJJohnson & Johnson	$35.8M	3.12%	0.01%	-10.0%	Q2 2013
EMREmerson Electric Co	$35.7M	3.11%	0.05%	-5.6%	Q2 2013
CTASCintas Corp	$33.3M	2.90%	0.04%	-1.8%	Q2 2020
PGPROCTER & GAMBLE Co	$29.7M	2.59%	0.01%	-5.0%	Q2 2013
KOCoca Cola Co	$28.7M	2.50%	0.01%	-7.7%	Q2 2013
AMZNAmazon Com Inc	$26.2M	2.28%	0.00%	-5.3%	Q1 2016
INTUIntuit Inc.	$25.5M	2.22%	0.01%	-1.9%	Q2 2016
HONHoneywell International Inc	$24.6M	2.14%	0.02%	-6.8%	Q4 2015
SYKStryker Corp	$22.4M	1.95%	0.02%	-1.9%	Q2 2020
ALCAlcon Inc	$18.1M	1.58%	0.05%	-5.0%	Q2 2019
TMOThermo Fisher Scientific Inc.	$17.9M	1.56%	0.01%	-4.8%	Q4 2021
ETNEaton Corp plc	$15.8M	1.38%	0.01%	-0.2%	Q1 2025
TXNTexas Instruments Inc	$15.7M	1.36%	0.01%	-0.1%	Q3 2021
MKCMccormick & Co Inc	$15.6M	1.36%	Not reported	-8.2%	Q4 2016
APDAir Products & Chemicals, Inc.	$15.4M	1.34%	0.03%	-3.4%	Q2 2020
ZBRAZebra Technologies Corp	$12.6M	1.10%	0.10%	-0.1%	Q2 2023
BRK.BBerkshire Hathaway Inc	$12.6M	1.10%	Not reported	Not reported	Q2 2013
ACNAccenture plc	$12.1M	1.05%	0.01%	+1.3%	Q1 2025
ADBEAdobe Inc.	$12M	1.04%	0.01%	-11.4%	Q1 2020
XOMExxonMobil Holdings Corp	$7.09M	0.62%	0.00%	-0.1%	Q2 2013
NVDANvidia Corp	$2.94M	0.26%	0.00%	-36.3%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$2.88M	0.25%	Not reported	+0.4%	Q3 2023
ABBVAbbVie Inc.	$2.52M	0.22%	0.00%	-22.4%	Q2 2013
PEPPepsico Inc	$2.44M	0.21%	0.00%	-15.6%	Q2 2013
GOOGLAlphabet Inc.	$2.33M	0.20%	0.00%	-46.0%	Q1 2016
LRCXLam Research Corp	$2.31M	0.20%	0.00%	Not reported	Q2 2019
GWWW.W. Grainger, Inc.	$1.85M	0.16%	0.00%	Not reported	Q2 2013
FDXFedex Corp	$1.76M	0.15%	0.00%	-1.3%	Q2 2013
MAMastercard Inc	$1.63M	0.14%	0.00%	-29.3%	Q1 2018
UPSUnited Parcel Service Inc	$1.63M	0.14%	0.00%	-11.5%	Q2 2013
BSMBlack Stone Minerals, L.P.	$1.59M	0.14%	Not reported	Not reported	Q2 2015
ABTAbbott Laboratories	$1.55M	0.14%	0.00%	-32.0%	Q2 2013
CVXChevron Corp	$1.48M	0.13%	0.00%	-24.6%	Q2 2013
BDXBecton Dickinson & Co	$1.42M	0.12%	0.00%	-42.8%	Q3 2013
WMWaste Management Inc	$1.38M	0.12%	0.00%	Not reported	Q1 2015
DMLPDorchester Minerals, L.P.	$1.17M	0.10%	0.11%	Not reported	Q2 2013
GOOGAlphabet Inc.	$990K	0.09%	Not reported	Not reported	Q4 2020
SJTSan Juan Basin Royalty Trust	$957K	0.08%	Not reported	-46.5%	Q2 2013

Q3 2025Reported Oct 22, 202582 positions
MSFTMicrosoft Corp	$160M	12.89%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$91.1M	7.33%	0.00%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$79.9M	6.43%	0.00%	Not reported	Q3 2018
ADPAutomatic Data Processing Inc	$56.8M	4.57%	0.05%	Not reported	Q2 2013
NDSNNordson Corp	$53.4M	4.30%	0.42%	Not reported	Q2 2013
APHAmphenol Corp	$50.2M	4.04%	0.03%	Not reported	Q4 2021
ITWIllinois Tool Works Inc	$48.6M	3.91%	0.06%	Not reported	Q2 2013
ECLEcolab Inc.	$45.9M	3.70%	0.06%	Not reported	Q2 2013
DCIDONALDSON Co INC	$45.5M	3.66%	0.48%	Not reported	Q2 2013
PCARPaccar Inc	$39.3M	3.16%	0.08%	Not reported	Q2 2013
EMREmerson Electric Co	$37.4M	3.01%	0.05%	Not reported	Q2 2013
CTASCintas Corp	$37M	2.98%	0.04%	Not reported	Q2 2020
DOVDOVER Corp	$36.7M	2.96%	0.16%	Not reported	Q2 2013
JNJJohnson & Johnson	$35.6M	2.87%	0.01%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$33.6M	2.70%	0.01%	Not reported	Q2 2013
ISRGIntuitive Surgical Inc	$31M	2.49%	0.02%	Not reported	Q2 2016
KOCoca Cola Co	$29.5M	2.38%	0.01%	Not reported	Q2 2013
HONHoneywell International Inc	$28.5M	2.29%	0.02%	Not reported	Q4 2015
INTUIntuit Inc.	$26.8M	2.16%	0.01%	Not reported	Q2 2016
AMZNAmazon Com Inc	$26.3M	2.12%	0.00%	Not reported	Q1 2016
SYKStryker Corp	$24M	1.94%	0.02%	Not reported	Q2 2020
ETNEaton Corp plc	$18.6M	1.50%	0.01%	Not reported	Q1 2025
ALCAlcon Inc	$18M	1.45%	0.05%	Not reported	Q2 2019
APDAir Products & Chemicals, Inc.	$17.6M	1.42%	0.03%	Not reported	Q2 2020
MKCMccormick & Co Inc	$16.7M	1.35%	Not reported	Not reported	Q4 2016
TXNTexas Instruments Inc	$16.6M	1.34%	0.01%	Not reported	Q3 2021
TMOThermo Fisher Scientific Inc.	$15.8M	1.27%	0.01%	Not reported	Q4 2021
ZBRAZebra Technologies Corp	$15.5M	1.25%	0.10%	Not reported	Q2 2023
ADBEAdobe Inc.	$13.6M	1.10%	0.01%	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$12.6M	1.02%	Not reported	Not reported	Q2 2013
ACNAccenture plc	$11M	0.88%	0.01%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$6.65M	0.54%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$4.62M	0.37%	0.00%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$3.35M	0.27%	0.00%	Not reported	Q1 2016
ABBVAbbVie Inc.	$3.3M	0.27%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.83M	0.23%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.8M	0.23%	Not reported	Not reported	Q3 2023
ABTAbbott Laboratories	$2.44M	0.20%	0.00%	Not reported	Q2 2013
BDXBecton Dickinson & Co	$2.4M	0.19%	0.00%	Not reported	Q3 2013
MAMastercard Inc	$2.3M	0.18%	0.00%	Not reported	Q1 2018
CVXChevron Corp	$2M	0.16%	0.00%	Not reported	Q2 2013
SJTSan Juan Basin Royalty Trust	$1.92M	0.15%	Not reported	Not reported	Q2 2013
LRCXLam Research Corp	$1.81M	0.15%	0.00%	Not reported	Q2 2019
GWWW.W. Grainger, Inc.	$1.74M	0.14%	0.00%	Not reported	Q2 2013
BSMBlack Stone Minerals, L.P.	$1.58M	0.13%	Not reported	Not reported	Q2 2015
UPSUnited Parcel Service Inc	$1.55M	0.12%	0.00%	Not reported	Q2 2013
FDXFedex Corp	$1.46M	0.12%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$1.44M	0.12%	0.00%	Not reported	Q2 2016
WMWaste Management Inc	$1.39M	0.11%	0.00%	Not reported	Q1 2015
AVGOBroadcom Inc.	$1.37M	0.11%	0.00%	Not reported	Q3 2024

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