MCDANIEL TERRY & CO 13F Holdings

CIK 0001104366 · AUSTIN, TX

As of Sep 30, 2025, MCDANIEL TERRY & CO reported 90 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology309,124 60.1M12.89%
APPLE INCAAPLTechnology357,784$91.1M7.33%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology286,141$79.9M6.43%
AUTOMATIC DATA PROCESSING INCADPIndustrials193,493$56.8M4.57%
NORDSON CORPNDSNIndustrials235,230$53.4M4.30%
AMPHENOL CORP-CL AAPHTechnology405,867$50.2M4.04%
ILLINOIS TOOL WORKS INCITWIndustrials186,354$48.6M3.91%
ECOLAB INCECLBasic Materials167,618$45.9M3.70%
DONALDSON CO INCDCIIndustrials555,848$45.5M3.66%
PACCAR INCPCARIndustrials399,215$39.3M3.16%
EMERSON ELECTRIC COEMRIndustrials285,440$37.4M3.01%
CINTAS CORPCTASIndustrials180,306$37.0M2.98%
DOVER CORPDOVIndustrials220,064$36.7M2.96%
JOHNSON & JOHNSONJNJHealthcare192,219$35.6M2.87%
PROCTER & GAMBLE COPGConsumer Defensive218,380$33.6M2.70%
INTUITIVE SURGICAL INCISRGHealthcare69,209$31.0M2.49%
COCA COLA COKOConsumer Defensive445,493$29.5M2.38%
HONEYWELL INTERNATIONAL INCHONIndustrials135,377$28.5M2.29%
INTUIT INCINTUTechnology39,280$26.8M2.16%
AMAZON.COM INCAMZNEquity119,663$26.3M2.12%
STRYKER CORPSYKHealthcare65,033$24.0M1.94%
EATON CORP PLCETNIndustrials49,728 8.6M1.50%
ALCON INCALCHealthcare242,240 8.0M1.45%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials64,656 7.6M1.42%
MCCORMICK & CO INCMKCConsumer Defensive249,758 6.7M1.35%