MCDANIEL TERRY & CO
82 holdingsFiling period: 2026-03-31Current AUM: $1.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | 295.8K | $109.5M | $137.5M | 10.41% | +22.0K | 2026-03-31 |
| 2 | TSM | Taiwan Semiconductor | 275.1K | $93.0M | $111.2M | 8.42% | +10.4K | 2026-03-31 |
| 3 | AAPL | Apple | 350.0K | $88.8M | $108.1M | 8.19% | +71.5K | 2026-03-31 |
| 4 | NDSN | Nordson | 234.3K | $62.3M | $69.8M | 5.28% | +19.4K | 2026-03-31 |
| 5 | APH | Amphenol | 402.9K | $50.9M | $64.7M | 4.90% | +15.4K | 2026-03-31 |
| 6 | ITW | Illinois Tool Works | 185.0K | $48.2M | $53.1M | 4.02% | +11.9K | 2026-03-31 |
| 7 | DCI | Donaldson | 553.4K | $47.0M | $52.2M | 3.95% | +50.3K | 2026-03-31 |
| 8 | JNJ | Johnson & Johnson | 186.0K | $45.5M | $47.7M | 3.61% | +13.0K | 2026-03-31 |
| 9 | DOV | Dover | 215.2K | $44.9M | $44.0M | 3.33% | +7.3K | 2026-03-31 |
| 10 | PCAR | Paccar | 384.9K | $44.5M | $51.1M | 3.87% | +9.6K | 2026-03-31 |
| 11 | ECL | Ecolab | 164.3K | $43.7M | $45.6M | 3.45% | +9.0K | 2026-03-31 |
| 12 | ADP | Automatic Data Processing | 192.5K | $39.1M | $51.3M | 3.88% | +13.3K | 2026-03-31 |
| 13 | EMR | Emerson Electric | 283.1K | $37.1M | $42.4M | 3.21% | +13.7K | 2026-03-31 |
| 14 | KO | Coca-Cola | 440.3K | $33.5M | $38.6M | 2.92% | +29.2K | 2026-03-31 |
| 15 | ISRG | Intuitive Surgical | 68.4K | $31.5M | $24.2M | 1.83% | +1.4K | 2026-03-31 |
| 16 | PG | Procter & Gamble | 217.3K | $31.4M | $31.4M | 2.38% | +9.8K | 2026-03-31 |
| 17 | HON | Honeywell | 134.8K | $30.5M | $16.4M | 1.24% | +8.6K | 2026-03-31 |
| 18 | CTAS | Cintas | 177.4K | $30.0M | $36.3M | 2.75% | +356 | 2026-03-31 |
| 19 | AMZN | Amazon | 115.9K | $24.1M | $31.5M | 2.38% | +2.6K | 2026-03-31 |
| 20 | SYK | Stryker | 66.0K | $21.7M | $21.5M | 1.63% | +2.2K | 2026-03-31 |
| 21 | APD | Air Products & Chemicals | 65.4K | $19.0M | $19.3M | 1.46% | +2.9K | 2026-03-31 |
| 22 | — | Alcon | 244.0K | $18.4M | $18.4M | 1.39% | +13.9K | 2026-03-31 |
| 23 | — | Eaton | 51.2K | $18.3M | $18.3M | 1.39% | +1.6K | 2026-03-31 |
| 24 | TXN | Texas Instruments | 92.1K | $17.9M | $25.4M | 1.92% | +1.9K | 2026-03-31 |
| 25 | INTU | Intuit | 40.4K | $17.5M | $12.8M | 0.97% | +1.9K | 2026-03-31 |
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