Mcdaniel Terry & CO has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $160M, Apple Inc. with a value of $91.1M, Taiwan Semiconductor Manufacturing CO LTD with a value of $79.9M, Automatic Data Processing Inc with a value of $56.8M, and Nordson Corp with a value of $53.4M.

Examining the 13F form we can see an increase of $22.3M in the current position value, from $1.22B to 1.24B.

Below you can find more details about Mcdaniel Terry & CO portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
Technology: $474 Million
Industrials: $408 Million
Healthcare: $135 Million
Consumer Defensive: $83.9 Million
Basic Materials: $63.5 Million
Consumer Cyclical: $27.9 Million
Financial Services: $17.3 Million
Energy: $15.8 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $1.24 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Mcdaniel Terry & CO Portfolio

Follow Mcdaniel Terry & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdaniel Terry & CO, based on Form 13F filings with the SEC.

News

Stay updated on Mcdaniel Terry & CO with notifications on news.