McDaniel Terry & Co 13F Holdings · Q2 2026
McDaniel Terry & Co reported 81 securities worth $1.28B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (10.21%), MSFT (8.62%), AAPL (7.91%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor | $130.6M | 10.21% | 273,518 | Trimmed |
| 2 | MSFT | Microsoft | $110.4M | 8.62% | 295,851 | Added |
| 3 | AAPL | Apple | $101.2M | 7.91% | 349,854 | Trimmed |
| 4 | APH | Amphenol | $70.8M | 5.53% | 401,779 | Trimmed |
| 5 | NDSN | Nordson | $70.5M | 5.51% | 233,840 | Trimmed |
| 6 | ITW | Illinois Tool Works | $50.0M | 3.91% | 185,044 | Added |
| 7 | DCI | Donaldson | $49.7M | 3.88% | 553,427 | Added |
| 8 | DOV | Dover | $48.2M | 3.77% | 214,867 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $47.3M | 3.70% | 186,267 | Added |
| 10 | PCAR | Paccar | $46.2M | 3.61% | 384,489 | Trimmed |
| 11 | ECL | Ecolab | $45.8M | 3.58% | 164,367 | Added |
| 12 | ADP | Automatic Data Processing | $43.1M | 3.37% | 192,351 | Trimmed |
| 13 | EMR | Emerson Electric | $40.5M | 3.16% | 282,826 | Trimmed |
| 14 | KO | Coca-Cola | $35.8M | 2.80% | 440,494 | Added |
| 15 | PG | Procter & Gamble | $31.9M | 2.49% | 217,517 | Added |
| 16 | CTAS | Cintas | $30.3M | 2.37% | 178,058 | Added |
| 17 | TXN | Texas Instruments | $28.1M | 2.20% | 94,421 | Added |
| 18 | AMZN | Amazon | $27.6M | 2.16% | 115,854 | Trimmed |
| 19 | ISRG | Intuitive Surgical | $27.3M | 2.14% | 68,719 | Added |
| 20 | ETN | Eaton | $22.8M | 1.78% | 53,572 | Added |
| 21 | SYK | Stryker | $21.3M | 1.67% | 67,708 | Added |
| 22 | APD | Air Products & Chemicals | $19.4M | 1.52% | 66,243 | Added |
| 23 | ALC | Alcon | $17.8M | 1.39% | 265,588 | Added |
| 24 | TMO | Thermo Fisher Scientific | $17.7M | 1.38% | 35,330 | Added |
| 25 | HON | Honeywell | $15.3M | 1.20% | 68,318 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR