§ 13F · FUND PROFILE
MCDANIEL TERRY & CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 90Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | 296K | $110M | 9.3% | +8% |
| 2 | TSM | Taiwan Semiconductor | 275K | $93M | 7.9% | +4% |
| 3 | AAPL | Apple | 350K | $89M | 7.5% | +26% |
| 4 | NDSN | Nordson | 234K | $62M | 5.3% | +9% |
| 5 | APH | Amphenol | 403K | $51M | 4.3% | +4% |
| 6 | ITW | Illinois Tool Works | 185K | $48M | 4.1% | +7% |
| 7 | DCI | Donaldson | 553K | $47M | 4.0% | +10% |
| 8 | JNJ | Johnson & Johnson | 186K | $45M | 3.9% | +8% |
| 9 | DOV | Dover | 215K | $45M | 3.8% | +4% |
| 10 | PCAR | Paccar | 385K | $44M | 3.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDANIEL SIGNAL
AC read
MCDANIEL TERRY & CO is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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