Mcdaniel Terry & CO Portfolio Holdings
Mcdaniel Terry & CO
- $1.22 Billion
- Q2 2025
Mcdaniel Terry & CO has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $155M, Apple Inc. with a value of $73.7M, Taiwan Semiconductor Manufacturing CO LTD with a value of $65.1M, Automatic Data Processing Inc with a value of $59.8M, and Nordson Corp with a value of $50.4M.
Examining the 13F form we can see an increase of $74.4M in the current position value, from $1.14B to 1.22B.
Below you can find more details about Mcdaniel Terry & CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
Technology: $434 Million
Industrials: $408 Million
Healthcare: $150 Million
Consumer Defensive: $89.3 Million
Basic Materials: $63.4 Million
Consumer Cyclical: $28 Million
Financial Services: $17 Million
Energy: $15.1 Million
Other: $12.4 Million