MCDANIEL TERRY & CO
Top Portfolio Positions
79 positions ·
$1,176,024,351 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
295,823 | $109,504,799 | 9.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
275,149 | $92,986,604 | 7.91% | |
| AAPL |
Apple Inc.
Technology
|
350,028 | $88,833,606 | 7.55% | |
| NDSN |
Nordson Corp
Industrials
|
234,252 | $62,325,087 | 5.30% | |
| APH |
Amphenol Corp /De/
Technology
|
402,891 | $50,905,277 | 4.33% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
185,018 | $48,158,335 | 4.10% | |
| DCI |
DONALDSON Co INC
Industrials
|
553,411 | $46,967,991 | 3.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
186,033 | $45,473,906 | 3.87% | |
| DOV |
DOVER Corp
Industrials
|
215,174 | $44,853,020 | 3.81% | |
| PCAR |
Paccar Inc
Industrials
|
384,926 | $44,458,953 | 3.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCAR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,458,953 | 384,926 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $41,104,578 | 375,350 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $39,250,818 | 399,215 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,175,715 | 401,596 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $39,113,821 | 401,703 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $42,069,224 | 404,434 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $38,065,316 | 385,745 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $39,445,166 | 383,186 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $47,416,915 | 382,734 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $37,963,195 | 388,768 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,950,351 | 387,560 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $32,261,295 | 385,670 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $28,508,911 | 389,466 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $17,096,605 | 259,118 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $14,608,415 | 261,831 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $14,269,348 | 259,947 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,011,757 | 255,679 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $15,030,383 | 255,445 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $13,070,774 | 248,431 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $14,346,104 | 241,111 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $14,840,818 | 239,574 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,717,254 | 238,478 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,381,731 | 235,373 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,874,653 | 237,969 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,132,085 | 248,620 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||