StockDriftsStockDriftsTop 50 Mcdaniel Terry & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor | 10.21% | 273.5K | $130.6M | -0.59%(-1.63K) | $59.19(+621.17%) | 2026-06-30 | |
| MSFT | Microsoft | 8.62% | 295.9K | $110.4M | +0.01%(+28) | $87.60(+454.87%) | 2026-06-30 | |
| AAPL | Apple | 7.91% | 349.9K | $101.2M | -0.05%(-174) | $86.99(+251.04%) | 2026-06-30 | |
| APH | Amphenol | 5.53% | 401.8K | $70.8M | -0.28%(-1.11K) | $44.25(+280.21%) | 2026-06-30 | |
| NDSN | Nordson | 5.51% | 233.8K | $70.5M | -0.18%(-412) | $74.32(+315.39%) | 2026-06-30 | |
| ITW | Illinois Tool Works | 3.91% | 185.0K | $50.0M | +0.01%(+26) | $91.74(+215.41%) | 2026-06-30 | |
| DCI | Donaldson | 3.88% | 553.4K | $49.7M | +0.00%(+16) | $37.40(+155.61%) | 2026-06-30 | |
| DOV | Dover | 3.77% | 214.9K | $48.2M | -0.14%(-307) | $57.49(+260.22%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.7% | 186.3K | $47.3M | +0.13%(+234) | $93.33(+179.07%) | 2026-06-30 | |
| PCAR | Paccar | 3.61% | 384.5K | $46.2M | -0.11%(-437) | $39.27(+233.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.08% | +44.61% | +8.41% | +49.74% |
| Top 20 Holdings Unweighted | +12.94% | +44.07% | +8.06% | +47.33% |
Mcdaniel Terry & CO reports $1.28B in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are TSM (10.2%), MSFT (8.6%) and AAPL (7.9%). The top 20 holdings account for 82.7% of reported assets. Its disclosed equity book has returned +44.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcdaniel Terry & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1104366). View Mcdaniel Terry & CO’s 13F filings on SEC