TraderTrends

Manager Profile

MCDANIEL TERRY & CO

Diversified · Technology 31%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

AUSTIN, TX

Portfolio Value

$1.3B

Latest reported 13F value

Holdings

81

Distinct positions in last filing

Top Position

Taiwan Semiconductor

Latest disclosed holding

Top 4

874039100 MSFT AAPL APH NDSN

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
30.9%
Industrials
29.3%
Healthcare
10.7%
Consumer Defensive
5.5%
Basic Materials
5%
Consumer Cyclical
2.1%
Financial Services
1.6%
Energy
1.1%
Communication Services
0.3%
Utilities
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Taiwan Semiconductor

Shares: 273.5K

130.6M

Position Value
2
Microsoft Corp

Shares: 295.9K

110.4M

Position Value
3
Apple Inc

Shares: 349.9K

101.2M

Position Value
4
Amphenol Corp

Shares: 401.8K

70.8M

Position Value
5
Nordson Corp

Shares: 233.8K

70.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID