Mcdaniel Terry & Co Top Holdings and 13F Report (2025) About Mcdaniel Terry & CoInvestment ActivityMcdaniel Terry & Co has $1.24 billion in total holdings as of September 30, 2025.Mcdaniel Terry & Co owns shares of 90 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 0.24% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Mcdaniel Terry & Co has purchased 91 new stocks and bought additional shares in 26 stocks.Mcdaniel Terry & Co sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $160,111,005Apple $91,102,508Taiwan Semiconductor Manufacturing $79,916,320Automatic Data Processing $56,790,136Nordson $53,385,444 Largest New Holdings this Quarter 03027X100 - American Tower $334,060 Holding Largest Purchases this Quarter Eaton 1,140 shares (about $426.65K)Thermo Fisher Scientific 878 shares (about $425.85K)Accenture 1,690 shares (about $416.75K)American Tower 1,737 shares (about $334.06K)Micron Technology 1,518 shares (about $253.99K) Largest Sales this Quarter Becton, Dickinson and Company 74,357 shares (about $13.92M)Microsoft 3,114 shares (about $1.61M)SPDR S&P 500 ETF Trust 1,000 shares (about $666.18K)JPMorgan Chase & Co. 1,187 shares (about $374.42K)FedEx 1,584 shares (about $373.50K) 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$160,111,005$1,612,899 ▼-1.0%309,12412.9%Computer and TechnologyAAPLApple$91,102,508$333,565 ▼-0.4%357,7847.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$79,916,320$304,426 ▼-0.4%286,1416.4%Computer and TechnologyADPAutomatic Data Processing$56,790,136$146,456 ▼-0.3%193,4934.6%Computer and TechnologyNDSNNordson$53,385,444$59,915 ▲0.1%235,2304.3%IndustrialsAPHAmphenol$50,226,092$288,957 ▼-0.6%405,8674.0%Computer and TechnologyITWIllinois Tool Works$48,593,672$21,382 ▲0.0%186,3543.9%IndustrialsECLEcolab$45,903,860$62,440 ▼-0.1%167,6183.7%Basic MaterialsDCIDonaldson$45,496,174$49,028 ▼-0.1%555,8483.7%IndustrialsPCARPACCAR$39,250,777$234,100 ▼-0.6%399,2153.2%Auto/Tires/TrucksEMREmerson Electric$37,444,038$97,598 ▼-0.3%285,4403.0%IndustrialsCTASCintas$37,009,684$81,899 ▼-0.2%180,3063.0%Business ServicesDOVDover$36,713,286$36,869 ▲0.1%220,0643.0%IndustrialsJNJJohnson & Johnson$35,641,232$101,981 ▲0.3%192,2192.9%MedicalPGProcter & Gamble$33,554,153$66,070 ▲0.2%218,3802.7%Consumer StaplesISRGIntuitive Surgical$30,952,341$337,211 ▼-1.1%69,2092.5%MedicalKOCocaCola$29,545,094$13,330 ▲0.0%445,4932.4%Consumer StaplesHONHoneywell International$28,496,791$92,830 ▲0.3%135,3772.3%Multi-Sector ConglomeratesINTUIntuit$26,824,796$4,780 ▲0.0%39,2802.2%Computer and TechnologyAMZNAmazon.com$26,274,405$238,233 ▼-0.9%119,6632.1%Retail/WholesaleSYKStryker$24,040,577$46,578 ▲0.2%65,0331.9%MedicalETNEaton$18,610,704$426,645 ▲2.3%49,7281.5%IndustrialsALCAlcon$18,049,300$226,510 ▼-1.2%242,2401.5%MedicalAPDAir Products and Chemicals$17,633,006$102,270 ▲0.6%64,6561.4%Basic MaterialsMKCMcCormick & Company, Incorporated$16,711,319$13,047 ▼-0.1%249,7581.3%Consumer StaplesTXNTexas Instruments$16,591,663$209,635 ▲1.3%90,3051.3%Computer and TechnologyTMOThermo Fisher Scientific$15,751,186$425,852 ▲2.8%32,4751.3%MedicalZBRAZebra Technologies$15,474,607$120,647 ▲0.8%52,0751.2%IndustrialsADBEAdobe$13,608,742$327,352 ▼-2.3%38,5791.1%Computer and TechnologyBRK.BBerkshire Hathaway$12,631,8450.0%25,1261.0%FinanceACNAccenture$10,959,151$416,754 ▲4.0%44,4410.9%Computer and TechnologyXOMExxon Mobil$6,646,541$14,319 ▼-0.2%58,9490.5%EnergyNVDANVIDIA$4,617,109$10,448 ▼-0.2%24,7460.4%Computer and TechnologyGOOGLAlphabet$3,349,6750.0%13,7790.3%Computer and TechnologyABBVAbbVie$3,297,495$9,261 ▼-0.3%14,2420.3%MedicalPEPPepsiCo$2,832,409$273,579 ▼-8.8%20,1680.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,799,955$666,180 ▼-19.2%4,2030.2%FinanceABTAbbott Laboratories$2,439,808$1,339 ▲0.1%18,2160.2%MedicalBDXBecton, Dickinson and Company$2,403,450$13,917,400 ▼-85.3%12,8410.2%MedicalMAMastercard$2,295,1480.0%4,0350.2%Business ServicesCVXChevron$1,997,636$4,038 ▲0.2%12,8640.2%EnergySJTSan Juan Basin Royalty Trust$1,921,1790.0%318,0760.2%EnergyLam Research$1,807,6500.0%13,5000.1%StockGWWW.W. Grainger$1,743,9170.0%1,8300.1%IndustrialsBSMBlack Stone Minerals$1,576,6290.0%119,9870.1%EnergyUPSUnited Parcel Service$1,549,030$28,567 ▼-1.8%18,5450.1%TransportationFDXFedEx$1,457,920$373,499 ▼-20.4%6,1830.1%TransportationJPMJPMorgan Chase & Co.$1,437,730$374,415 ▼-20.7%4,5580.1%FinanceSTELStellarone$1,408,3520.0%46,4190.1%FinanceWMWaste Management$1,385,7080.0%6,2750.1%Business ServicesAVGOBroadcom$1,371,1060.0%4,1560.1%Computer and TechnologyDMLPDorchester Minerals$1,357,2310.0%52,4230.1%EnergyNFLXNetflix$1,198,9200.0%1,0000.1%Consumer DiscretionarySBRSabine Royalty Trust$1,112,4400.0%14,0000.1%EnergyMETAMeta Platforms$954,703$5,875 ▲0.6%1,3000.1%Computer and TechnologyIBMInternational Business Machines$842,2480.0%2,9850.1%Computer and TechnologyMDTMedtronic$804,5880.0%8,4480.1%MedicalGOOGAlphabet$768,6440.0%3,1560.1%Computer and TechnologySYYSysco$761,060$247 ▲0.0%9,2430.1%Consumer StaplesDUKDuke Energy$758,340$4,331 ▲0.6%6,1280.1%UtilitiesNOWServiceNow$712,297$233,751 ▲48.8%7740.1%Computer and TechnologyMCDMcDonald's$648,1970.0%2,1330.1%Retail/WholesaleMUMicron Technology$575,581$253,992 ▲79.0%3,4400.0%Computer and TechnologyLLYEli Lilly and Company$568,435$1,526 ▲0.3%7450.0%MedicalCOPConocoPhillips$552,2160.0%5,8380.0%EnergyLOWLowe's Companies$549,051$251 ▲0.0%2,1850.0%Retail/WholesaleWMTWalmart$542,3020.0%5,2620.0%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$501,2310.0%8,3650.0%ETFXLUUtilities Select Sector SPDR Fund$500,9340.0%5,7440.0%ETFNEENextEra Energy$463,932$4,076 ▲0.9%6,1460.0%UtilitiesBXBlackstone$427,1250.0%2,5000.0%FinanceIJHiShares Core S&P Mid-Cap ETF$420,2740.0%6,4400.0%ETFMMM3M$410,4510.0%2,6450.0%Multi-Sector ConglomeratesNVSNovartis$407,418$41,421 ▼-9.2%3,1770.0%MedicalHDHome Depot$390,115$14,179 ▼-3.5%9630.0%Retail/WholesaleBMYBristol Myers Squibb$386,462$857 ▲0.2%8,5690.0%MedicalPSXPhillips 66$371,3350.0%2,7300.0%EnergyKRESPDR S&P Regional Banking ETF$356,8850.0%5,6380.0%ETFIYTiShares U.S. Transportation ETF$348,2240.0%4,8560.0%ETFAMTAmerican Tower$334,060$334,060 ▲New Holding1,7370.0%FinanceGLDSPDR Gold Shares$333,7860.0%9390.0%FinanceORCLOracle$325,1130.0%1,1560.0%Computer and TechnologyVNQVanguard Real Estate ETF$316,9530.0%3,4670.0%ETFBlackrock$308,9560.0%2650.0%StockAMGNAmgen$288,9730.0%1,0240.0%MedicalSPGIS&P Global$250,6560.0%5150.0%FinanceFFINFirst Financial Bankshares$246,8560.0%7,3360.0%FinanceVWOVanguard FTSE Emerging Markets ETF$220,9460.0%4,0780.0%ETFEPDEnterprise Products Partners$219,5150.0%7,0200.0%EnergyNOKNokia$73,5930.0%15,3000.0%Computer and TechnologyCRMSalesforce$0$343,095 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$206,259 ▼-100.0%00.0%Computer and TechnologyShowing 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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