Mcdaniel Terry & Co Top Holdings and 13F Report (2025) About Mcdaniel Terry & CoInvestment ActivityMcdaniel Terry & Co has $1.22 billion in total holdings as of June 30, 2025.Mcdaniel Terry & Co owns shares of 91 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.80% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Mcdaniel Terry & Co has purchased 86 new stocks and bought additional shares in 9 stocks.Mcdaniel Terry & Co sold shares of 48 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $155,310,114Apple $73,675,228Taiwan Semiconductor Manufacturing $65,054,949Automatic Data Processing $59,827,028Nordson $50,369,569 Largest New Holdings this Quarter 46120E602 - Intuitive Surgical $38,018,594 HoldingH01301128 - Alcon $21,653,307 Holding30231G102 - Exxon Mobil $6,368,432 Holding57636Q104 - Mastercard $2,267,428 Holding31428X106 - FedEx $1,765,407 Holding Largest Purchases this Quarter Intuitive Surgical 69,963 shares (about $38.02M)Alcon 245,280 shares (about $21.65M)Exxon Mobil 59,076 shares (about $6.37M)Eaton 9,452 shares (about $3.37M)Accenture 8,847 shares (about $2.64M) Largest Sales this Quarter PepsiCo 23,159 shares (about $3.06M)Microsoft 3,415 shares (about $1.70M)Intuit 1,422 shares (about $1.12M)Honeywell International 2,825 shares (about $657.89K)Stryker 1,633 shares (about $646.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdaniel Terry & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$155,310,114$1,698,653 ▼-1.1%312,23812.7%Computer and TechnologyAAPLApple$73,675,228$110,176 ▼-0.1%359,0946.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$65,054,949$465,890 ▼-0.7%287,2315.3%Computer and TechnologyADPAutomatic Data Processing$59,827,028$6,785 ▼0.0%193,9924.9%Computer and TechnologyNDSNNordson$50,369,569$36,228 ▼-0.1%234,9664.1%IndustrialsITWIllinois Tool Works$46,055,679$112,251 ▼-0.2%186,2723.8%IndustrialsECLEcolab$45,224,393$180,255 ▼-0.4%167,8463.7%Basic MaterialsAPHAmphenol$40,309,973$124,129 ▼-0.3%408,2023.3%Computer and TechnologyDOVDover$40,281,756$94,180 ▼-0.2%219,8433.3%IndustrialsCTASCintas$40,273,694$82,016 ▼-0.2%180,7053.3%Business ServicesDCIDonaldson$38,589,605$248,967 ▼-0.6%556,4473.2%IndustrialsPCARPACCAR$38,175,714$10,171 ▼0.0%401,5963.1%Auto/Tires/TrucksEMREmerson Electric$38,156,867$49,732 ▼-0.1%286,1843.1%IndustrialsISRGIntuitive Surgical$38,018,594$38,018,594 ▲New Holding69,9633.1%MedicalPGProcter & Gamble$34,723,851$99,097 ▼-0.3%217,9502.8%Consumer StaplesKOCocaCola$31,504,406$176,380 ▼-0.6%445,2922.6%Consumer StaplesHONHoneywell International$31,423,968$657,888 ▼-2.1%134,9362.6%Multi-Sector ConglomeratesINTUIntuit$30,932,555$1,120,008 ▼-3.5%39,2732.5%Computer and TechnologyJNJJohnson & Johnson$29,277,403$122,811 ▼-0.4%191,6692.4%MedicalAMZNAmazon.com$26,490,904$543,868 ▼-2.0%120,7482.2%Retail/WholesaleSYKStryker$25,679,225$646,066 ▼-2.5%64,9072.1%MedicalALCAlcon$21,653,307$21,653,307 ▲New Holding245,2801.8%MedicalMKCMcCormick & Company, Incorporated$18,951,428$96,670 ▼-0.5%249,9531.6%Consumer StaplesTXNTexas Instruments$18,512,313$213,227 ▲1.2%89,1641.5%Computer and TechnologyAPDAir Products and Chemicals$18,131,235$56,130 ▼-0.3%64,2811.5%Basic MaterialsETNEaton$17,345,430$3,374,269 ▲24.2%48,5881.4%IndustrialsZBRAZebra Technologies$15,932,653$396,243 ▲2.6%51,6691.3%IndustrialsADBEAdobe$15,284,468$422,860 ▲2.8%39,5071.3%Computer and TechnologyBDXBecton, Dickinson and Company$15,019,780$122,814 ▼-0.8%87,1981.2%MedicalTMOThermo Fisher Scientific$12,811,364$374,241 ▲3.0%31,5971.0%MedicalACNAccenture$12,777,846$2,644,280 ▲26.1%42,7511.0%Computer and TechnologyBRK.BBerkshire Hathaway$12,205,457$84,524 ▼-0.7%25,1261.0%FinanceXOMExxon Mobil$6,368,432$6,368,432 ▲New Holding59,0760.5%EnergyNVDANVIDIA$3,918,468$317,244 ▼-7.5%24,8020.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,214,6740.0%5,2030.3%FinancePEPPepsiCo$2,920,167$3,057,883 ▼-51.2%22,1160.2%Consumer StaplesABBVAbbVie$2,650,970$16,520 ▼-0.6%14,2820.2%MedicalABTAbbott Laboratories$2,476,246$7,209 ▲0.3%18,2060.2%MedicalGOOGLAlphabet$2,428,273$216,410 ▼-8.2%13,7790.2%Computer and TechnologyMAMastercard$2,267,428$2,267,428 ▲New Holding4,0350.2%Business ServicesUPSUnited Parcel Service$1,906,448$71,162 ▼-3.6%18,8870.2%TransportationGWWW.W. Grainger$1,903,6390.0%1,8300.2%IndustrialsSJTSan Juan Basin Royalty Trust$1,902,0940.0%318,0760.2%EnergyCVXChevron$1,838,268$573 ▲0.0%12,8380.2%EnergyFDXFedEx$1,765,407$1,765,407 ▲New Holding7,7670.1%TransportationJPMJPMorgan Chase & Co.$1,665,533$122,052 ▼-6.8%5,7450.1%FinanceBSMBlack Stone Minerals$1,569,430$1,569,430 ▲New Holding119,9870.1%EnergyDMLPDorchester Minerals$1,460,5050.0%52,4230.1%EnergyWMWaste Management$1,435,8460.0%6,2750.1%Business ServicesNFLXNetflix$1,339,130$13,391 ▼-1.0%1,0000.1%Consumer DiscretionaryLam Research$1,314,090$67,165 ▼-4.9%13,5000.1%StockSTELStellarone$1,298,8040.0%46,4190.1%FinanceAVGOBroadcom$1,145,601$18,193 ▼-1.6%4,1560.1%Computer and TechnologyMETAMeta Platforms$953,620$362,405 ▼-27.5%1,2920.1%Computer and TechnologySBRSabine Royalty Trust$933,5200.0%14,0000.1%EnergyIBMInternational Business Machines$879,918$4,422 ▼-0.5%2,9850.1%Computer and TechnologyMDTMedtronic$736,412$736,412 ▲New Holding8,4480.1%MedicalDUKDuke Energy$718,974$718,974 ▲New Holding6,0930.1%UtilitiesSYYSysco$699,844$530 ▼-0.1%9,2400.1%Consumer StaplesMCDMcDonald's$623,199$12,271 ▼-1.9%2,1330.1%Retail/WholesaleLLYEli Lilly and Company$579,191$26,504 ▼-4.4%7430.0%MedicalGOOGAlphabet$559,843$559,843 ▲New Holding3,1560.0%Computer and TechnologyNOWServiceNow$534,602$2,056 ▼-0.4%5200.0%Computer and TechnologyCOPConocoPhillips$523,9020.0%5,8380.0%EnergyWMTWalmart$514,518$22,489 ▼-4.2%5,2620.0%Retail/WholesaleLOWLowe's Companies$484,527$2,440 ▼-0.5%2,1840.0%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$476,8890.0%8,3650.0%ETFXLUUtilities Select Sector SPDR Fund$469,055$469,055 ▲New Holding5,7440.0%ETFNVSNovartis$423,535$47,799 ▼-10.1%3,5000.0%MedicalNEENextEra Energy$422,932$139 ▲0.0%6,0920.0%UtilitiesMMM3M$402,675$1,066 ▼-0.3%2,6450.0%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$399,4090.0%6,4400.0%ETFBMYBristol Myers Squibb$395,780$7,869 ▼-1.9%8,5500.0%MedicalBXBlackstone$373,9500.0%2,5000.0%FinanceHDHome Depot$365,743$19,057 ▼-5.0%9980.0%Retail/WholesaleCRMSalesforce$343,095$316,913 ▼-48.0%1,2580.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$334,8410.0%5,6380.0%ETFIYTiShares U.S. Transportation ETF$332,8300.0%4,8560.0%ETFPSXPhillips 66$325,6890.0%2,7300.0%EnergyVNQVanguard Real Estate ETF$308,771$152,471 ▼-33.1%3,4670.0%ETFGLDSPDR Gold Shares$286,235$286,235 ▲New Holding9390.0%FinanceAMGNAmgen$285,911$2,234 ▼-0.8%1,0240.0%MedicalBlackrock$278,051$278,051 ▲New Holding2650.0%StockSPGIS&P Global$271,554$271,554 ▲New Holding5150.0%FinanceFFINFirst Financial Bankshares$263,9490.0%7,3360.0%FinanceORCLOracle$252,736$252,736 ▲New Holding1,1560.0%Computer and TechnologyMUMicron Technology$236,887$236,887 ▲New Holding1,9220.0%Computer and TechnologyEPDEnterprise Products Partners$217,6900.0%7,0200.0%EnergyINTCIntel$206,2590.0%9,2080.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$201,698$201,698 ▲New Holding4,0780.0%ETFNOKNokia$79,2540.0%15,3000.0%Computer and TechnologyMDLZMondelez International$0$472 ▼-100.0%00.0%Consumer StaplesDHRDanaher$0$456 ▼-100.0%00.0%MedicalTalen Energy Corp Com$0$415 ▼-100.0%00.0%COMUNHUnitedHealth Group$0$313 ▼-100.0%00.0%MedicalTMUST-Mobile US$0$293 ▼-100.0%00.0%Computer and TechnologySap Se Ordf$0$282 ▼-100.0%00.0%COMMLMMartin Marietta Materials$0$258 ▼-100.0%00.0%ConstructionPANWPalo Alto Networks$0$255 ▼-100.0%00.0%Computer and TechnologyVEEVVeeva Systems$0$221 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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