§ 13F · FUND PROFILE
MCDANIEL TERRY & CO.
AUM · $1.3B (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor | 274K | $131M | 10.2% | −1% |
| 2 | MSFT | Microsoft | 296K | $110M | 8.6% | ±0% |
| 3 | AAPL | Apple | 350K | $101M | 7.9% | ±0% |
| 4 | APH | Amphenol | 402K | $71M | 5.5% | ±0% |
| 5 | NDSN | Nordson | 234K | $71M | 5.5% | ±0% |
| 6 | ITW | Illinois Tool Works | 185K | $50M | 3.9% | ±0% |
| 7 | DCI | Donaldson | 553K | $50M | 3.9% | ±0% |
| 8 | DOV | Dover | 215K | $48M | 3.8% | ±0% |
| 9 | JNJ | Johnson & Johnson | 186K | $47M | 3.7% | ±0% |
| 10 | PCAR | Paccar | 384K | $46M | 3.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCDANIEL SIGNAL
AC read
MCDANIEL TERRY & CO is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 81 positions.
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