McDaniel Terry & Co
82 holdingsFiling period: 2026-06-30Current AUM: $1.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor | 273.5K | $130.6M | $116.3M | 8.40% | -1,631 | 2026-06-30 |
| 2 | MSFT | Microsoft | 295.9K | $110.4M | $157.4M | 11.36% | +28 | 2026-06-30 |
| 3 | AAPL | Apple | 349.9K | $101.2M | $118.8M | 8.58% | -174 | 2026-06-30 |
| 4 | APH | Amphenol | 401.8K | $70.8M | $63.7M | 4.60% | -1,112 | 2026-06-30 |
| 5 | NDSN | Nordson | 233.8K | $70.5M | $76.5M | 5.52% | -412 | 2026-06-30 |
| 6 | ITW | Illinois Tool Works | 185.0K | $50.0M | $50.9M | 3.67% | +26 | 2026-06-30 |
| 7 | DCI | Donaldson | 553.4K | $49.7M | $48.5M | 3.50% | +16 | 2026-06-30 |
| 8 | DOV | Dover | 214.9K | $48.2M | $42.4M | 3.06% | -307 | 2026-06-30 |
| 9 | JNJ | Johnson & Johnson | 186.3K | $47.3M | $48.3M | 3.49% | +234 | 2026-06-30 |
| 10 | PCAR | Paccar | 384.5K | $46.2M | $42.3M | 3.06% | -437 | 2026-06-30 |
| 11 | ECL | Ecolab | 164.4K | $45.8M | $47.4M | 3.42% | +114 | 2026-06-30 |
| 12 | ADP | Automatic Data Processing | 192.4K | $43.1M | $56.3M | 4.07% | -116 | 2026-06-30 |
| 13 | EMR | Emerson Electric | 282.8K | $40.5M | $45.4M | 3.28% | -248 | 2026-06-30 |
| 14 | KO | Coca-Cola | 440.5K | $35.8M | $41.2M | 2.97% | +145 | 2026-06-30 |
| 15 | PG | Procter & Gamble | 217.5K | $31.9M | $34.7M | 2.50% | +195 | 2026-06-30 |
| 16 | CTAS | Cintas | 178.1K | $30.3M | $38.6M | 2.79% | +643 | 2026-06-30 |
| 17 | TXN | Texas Instruments | 94.4K | $28.1M | $26.2M | 1.89% | +2.3K | 2026-06-30 |
| 18 | AMZN | Amazon | 115.9K | $27.6M | $30.4M | 2.20% | -58 | 2026-06-30 |
| 19 | ISRG | Intuitive Surgical | 68.7K | $27.3M | $30.1M | 2.17% | +305 | 2026-06-30 |
| 20 | — | Eaton | 53.6K | $22.8M | $22.8M | 1.65% | +2.4K | 2026-06-30 |
| 21 | SYK | Stryker | 67.7K | $21.3M | $20.6M | 1.49% | +1.7K | 2026-06-30 |
| 22 | APD | Air Products & Chemicals | 66.2K | $19.4M | $20.0M | 1.45% | +866 | 2026-06-30 |
| 23 | — | Alcon | 265.6K | $17.8M | $17.8M | 1.29% | +21.6K | 2026-06-30 |
| 24 | TMO | Thermo Fisher Scientific | 35.3K | $17.7M | $24.3M | 1.75% | +2.6K | 2026-06-30 |
| 25 | HON | Honeywell | 68.3K | $15.3M | $14.6M | 1.05% | -- | 2026-06-30 |
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