StockDriftsStockDriftsTop 50 Mcdaniel Terry & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft | 9.3% | 295.8K | $109.5M | +8.02%(+21.96K) | $87.60(+362.58%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor | 7.9% | 275.1K | $93.0M | +3.94%(+10.44K) | $59.19(+575.42%) | 2026-03-31 | |
| AAPL | Apple | 7.55% | 350.0K | $88.8M | +25.69%(+71.54K) | $86.99(+243.55%) | 2026-03-31 | |
| NDSN | Nordson | 5.29% | 234.3K | $62.3M | +9.01%(+19.36K) | $74.32(+275.30%) | 2026-03-31 | |
| APH | Amphenol | 4.32% | 402.9K | $50.9M | +3.96%(+15.36K) | $44.25(+181.69%) | 2026-03-31 | |
| ITW | Illinois Tool Works | 4.09% | 185.0K | $48.2M | +6.90%(+11.95K) | $91.71(+172.70%) | 2026-03-31 | |
| DCI | Donaldson | 3.99% | 553.4K | $47.0M | +10.00%(+50.30K) | $37.40(+124.44%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.86% | 186.0K | $45.5M | +7.51%(+12.99K) | $93.12(+147.44%) | 2026-03-31 | |
| DOV | Dover | 3.81% | 215.2K | $44.9M | +3.51%(+7.29K) | $57.49(+273.35%) | 2026-03-31 | |
| PCAR | Paccar | 3.78% | 384.9K | $44.5M | +2.55%(+9.58K) | $39.27(+184.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.45% |
| Top 20 Holdings Unweighted | +11.78% | +39.68% |
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