§ 13F · FUND PROFILE
MCDANIEL TERRY & CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1221.5T (13F)Positions · 91Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$573.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | 274K | $132.4T | 11.5% | −11% |
| 2 | TSM | Taiwan Semiconductor | 265K | $80.4T | 7.0% | −7% |
| 3 | AAPL | Apple | 278K | $75.7T | 6.6% | −22% |
| 4 | APH | Amphenol | 388K | $52.4T | 4.6% | −5% |
| 5 | NDSN | Nordson | 215K | $51.7T | 4.5% | −9% |
| 6 | ADP | Automatic Data Processing | 179K | $46.1T | 4.0% | −7% |
| 7 | DCI | Donaldson | 503K | $44.6T | 3.9% | −9% |
| 8 | ITW | Illinois Tool Works | 173K | $42.6T | 3.7% | −7% |
| 9 | PCAR | Paccar | 375K | $41.1T | 3.6% | −6% |
| 10 | ECL | Ecolab | 155K | $40.8T | 3.5% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDANIEL SIGNAL
AC read
MCDANIEL TERRY & CO is a Other fund managing $1221467.7 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed