Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MCDANIEL TERRY & CO (CIK 1104366) reported $1.18B across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($109.5M, 9.30%), TSM ($93.0M, 7.90%), AAPL ($88.8M, 7.55%), NDSN ($62.3M, 5.29%), APH ($50.9M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | $109.5M | 9.30% | 295,823 | Added |
| 2 | TSM | Taiwan Semiconductor | $93.0M | 7.90% | 275,149 | Added |
| 3 | AAPL | Apple | $88.8M | 7.55% | 350,028 | Added |
| 4 | NDSN | Nordson | $62.3M | 5.29% | 234,252 | Added |
| 5 | APH | Amphenol | $50.9M | 4.32% | 402,891 | Added |
| 6 | ITW | Illinois Tool Works | $48.2M | 4.09% | 185,018 | Added |
| 7 | DCI | Donaldson | $47.0M | 3.99% | 553,411 | Added |
| 8 | JNJ | Johnson & Johnson | $45.5M | 3.86% | 186,033 | Added |
| 9 | DOV | Dover | $44.9M | 3.81% | 215,174 | Added |
| 10 | PCAR | Paccar | $44.5M | 3.78% | 384,926 | Added |
| 11 | ECL | Ecolab | $43.7M | 3.71% | 164,253 | Added |
| 12 | ADP | Automatic Data Processing | $39.1M | 3.32% | 192,467 | Added |
| 13 | EMR | Emerson Electric | $37.1M | 3.15% | 283,074 | Added |
| 14 | KO | Coca-Cola | $33.5M | 2.84% | 440,349 | Added |
| 15 | ISRG | Intuitive Surgical | $31.5M | 2.68% | 68,414 | Added |
| 16 | PG | Procter & Gamble | $31.4M | 2.67% | 217,322 | Added |
| 17 | HON | Honeywell | $30.5M | 2.59% | 134,795 | Added |
| 18 | CTAS | Cintas | $30.0M | 2.55% | 177,415 | Added |
| 19 | AMZN | Amazon | $24.1M | 2.05% | 115,912 | Added |
| 20 | SYK | Stryker | $21.7M | 1.84% | 66,042 | Added |
| 21 | APD | Air Products & Chemicals | $19.0M | 1.61% | 65,377 | Added |
| 22 | ETN | Eaton | $18.3M | 1.56% | 51,191 | Added |
| 23 | ALC | Alcon | $18.4M | 1.56% | 243,992 | Added |
| 24 | TXN | Texas Instruments | $17.9M | 1.52% | 92,111 | Added |
| 25 | INTU | Intuit | $17.5M | 1.48% | 40,387 | Added |
Source: SEC Form 13F filings · as of 2026-03-31