Mcdaniel Terry & Co Top Holdings and 13F Report (2025) About Mcdaniel Terry & CoInvestment ActivityMcdaniel Terry & Co has $1.22 million in total holdings as of December 31, 2024.Mcdaniel Terry & Co owns shares of 101 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, Mcdaniel Terry & Co has purchased 98 new stocks and bought additional shares in 44 stocks.Mcdaniel Terry & Co sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $133,023Apple $90,485Taiwan Semiconductor Manufacturing $57,800Automatic Data Processing $57,105Nordson $49,013 Largest New Holdings this Quarter Stellarone $1,316 Holding3M $342 HoldingEnterprise Products Partners $245 HoldingVanguard S&P 500 ETF $241 HoldingInvesco QQQ $207 Holding Largest Purchases this Quarter Microsoft 18,052 shares (about $7.61K)Illinois Tool Works 14,959 shares (about $3.79K)Nordson 17,004 shares (about $3.56K)Donaldson 48,485 shares (about $3.27K)Automatic Data Processing 10,158 shares (about $2.97K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 2,195 shares (about $433.49)Lowe's Companies 1,022 shares (about $252.24)Novartis 2,250 shares (about $218.72)ConocoPhillips 876 shares (about $86.88)Phillips 66 438 shares (about $49.90) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdaniel Terry & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$133,023$7,609 ▲6.1%315,59410.9%Computer and TechnologyAAPLApple$90,485$313 ▲0.3%361,3327.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$57,800$433 ▼-0.7%292,6714.7%Computer and TechnologyADPAutomatic Data Processing$57,105$2,974 ▲5.5%195,0764.7%Business ServicesNDSNNordson$49,013$3,558 ▲7.8%234,2434.0%Industrial ProductsITWIllinois Tool Works$47,597$3,793 ▲8.7%187,7153.9%Industrial ProductsPCARPACCAR$42,069$1,944 ▲4.8%404,4343.4%Auto/Tires/TrucksDOVDover$41,598$2,268 ▲5.8%221,7363.4%Industrial ProductsECLEcolab$39,741$1,610 ▲4.2%169,6023.3%Basic MaterialsDCIDonaldson$37,838$3,265 ▲9.4%561,8183.1%Industrial ProductsPGProcter & Gamble$37,394$2,663 ▲7.7%223,0503.1%Consumer StaplesISRGIntuitive Surgical$36,798$174 ▲0.5%70,4993.0%MedicalEMREmerson Electric$36,467$1,660 ▲4.8%294,2583.0%Industrial ProductsFDXFedEx$33,776$528 ▲1.6%120,0582.8%TransportationCTASCintas$33,413$38 ▲0.1%182,8822.7%Business ServicesHONHoneywell International$31,680$1,052 ▲3.4%140,2462.6%Multi-Sector ConglomeratesAPHAmphenol$28,611$135 ▲0.5%411,9712.3%Computer and TechnologyKOCoca-Cola$28,440$2,095 ▲8.0%456,7952.3%Consumer StaplesJNJJohnson & Johnson$28,170$1,414 ▲5.3%194,7832.3%MedicalPEPPepsiCo$27,697$1,285 ▲4.9%182,1452.3%Consumer StaplesAMZNAmazon.com$27,222$121 ▲0.4%124,0792.2%Retail/WholesaleINTUIntuit$25,465$138 ▲0.5%40,5172.1%Computer and TechnologySYKStryker$24,161$87 ▲0.4%67,1052.0%MedicalALCAlcon$21,639$120 ▲0.6%254,9031.8%MedicalBDXBecton, Dickinson and Company$19,887$517 ▲2.7%87,6601.6%MedicalMKCMcCormick & Company, Incorporated$19,681$182 ▲0.9%258,1491.6%Consumer StaplesAPDAir Products and Chemicals$18,946$183 ▲1.0%65,3211.6%Basic MaterialsZBRAZebra Technologies$18,343$14 ▲0.1%47,4941.5%Industrial ProductsADBEAdobe$16,966$356 ▲2.1%38,1531.4%Computer and TechnologyTXNTexas Instruments$15,992$103 ▲0.7%85,2861.3%Computer and TechnologyTMOThermo Fisher Scientific$15,732$281 ▲1.8%30,2401.3%MedicalBRK.BBerkshire Hathaway$11,7970.0%26,0261.0%FinanceXOMExxon Mobil$8,104$2,313 ▲39.9%75,3330.7%Oils/EnergyNVDANVIDIA$3,852$34 ▲0.9%28,6810.3%Computer and TechnologyUPSUnited Parcel Service$3,373$109 ▲3.3%26,7490.3%TransportationSPYSPDR S&P 500 ETF Trust$3,0490.0%5,2030.2%FinanceGOOGLAlphabet$2,750$1 ▼0.0%14,5280.2%Computer and TechnologyABBVAbbVie$2,578$0 ▼0.0%14,5050.2%MedicalMAMastercard$2,1270.0%4,0400.2%Business ServicesABTAbbott Laboratories$2,056$1 ▲0.1%18,1780.2%MedicalGWWW.W. Grainger$1,9290.0%1,8300.2%Industrial ProductsCVXChevron$1,858$1 ▲0.0%12,8300.2%Oils/EnergyBSMBlack Stone Minerals$1,8510.0%126,7620.2%Oils/EnergyDMLPDorchester Minerals$1,7470.0%52,4230.1%Oils/EnergyJPMJPMorgan Chase & Co.$1,4880.0%6,2090.1%FinanceLLYEli Lilly and Company$1,386$772 ▲125.8%1,7950.1%MedicalSTELStellarone$1,316$1,316 ▲New Holding46,4190.1%FinanceWMWaste Management$1,2910.0%6,4000.1%Business ServicesMETAMeta Platforms$1,281$220 ▲20.8%2,1870.1%Computer and TechnologySJTSan Juan Basin Royalty Trust$1,2180.0%318,0760.1%Oils/EnergyLam Resh Corp$1,025$922 ▲896.5%14,1900.1%COMSBRSabine Royalty Trust$9070.0%14,0000.1%Oils/EnergyNFLXNetflix$8980.0%1,0070.1%Consumer DiscretionaryLOWLowe's Companies$793$252 ▼-24.1%3,2130.1%Retail/WholesaleVNQVanguard Real Estate ETF$730$7 ▼-0.9%8,2000.1%ETFSYYSysco$711$0 ▲0.0%9,3040.1%Consumer StaplesMDTMedtronic$6840.0%8,5680.1%MedicalDUKDuke Energy$659$271 ▲69.7%6,1170.1%UtilitiesIBMInternational Business Machines$6570.0%2,9900.1%Computer and TechnologyMCDMcDonald's$6310.0%2,1750.1%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$612$3 ▼-0.6%8,0880.1%ETFCRMSalesforce$6100.0%1,8230.1%Computer and TechnologyDHRDanaher$607$3 ▼-0.5%2,6460.0%MedicalGOOGAlphabet$6030.0%3,1660.0%Computer and TechnologyCOPConocoPhillips$579$87 ▼-13.0%5,8380.0%Oils/EnergyWMTWalmart$4960.0%5,4920.0%Retail/WholesaleBMYBristol-Myers Squibb$4930.0%8,7200.0%MedicalNOWServiceNow$4750.0%4480.0%Computer and TechnologyNEENextEra Energy$436$0 ▲0.0%6,0880.0%UtilitiesBXBlackstone$4310.0%2,5000.0%FinanceTalen Energy Corp Com$4190.0%2,0790.0%COMMDLZMondelez International$416$5 ▼-1.3%6,9600.0%Consumer StaplesHDHome Depot$406$2 ▲0.5%1,0440.0%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$4010.0%6,4400.0%ETFNVSNovartis$383$219 ▼-36.3%3,9400.0%MedicalAERAerCap$3750.0%3,9160.0%FinanceMRKMerck & Co., Inc.$372$1 ▼-0.2%3,7420.0%MedicalAVGOBroadcom$3660.0%1,5800.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3530.0%7,3720.0%ETFMMM3M$342$342 ▲New Holding2,6520.0%Multi-Sector ConglomeratesKRESPDR S&P Regional Banking ETF$3400.0%5,6380.0%ETFIYTiShares U.S. Transportation ETF$3280.0%4,8560.0%ETFTMUST-Mobile US$3220.0%1,4570.0%Computer and TechnologyPSXPhillips 66$311$50 ▼-13.8%2,7300.0%Oils/EnergyUNHUnitedHealth Group$3080.0%6080.0%MedicalPANWPalo Alto Networks$298$149 ▲100.0%1,6380.0%Computer and TechnologyBlackrock Inc$2720.0%2650.0%COMAMGNAmgen$268$3 ▼-1.2%1,0300.0%MedicalFFINFirst Financial Bankshares$2640.0%7,3360.0%FinanceSap Se Ordf$2580.0%1,0650.0%COMSPGIS&P Global$2560.0%5150.0%Business ServicesPFEPfizer$247$17 ▲7.6%9,3160.0%MedicalEPDEnterprise Products Partners$245$245 ▲New Holding7,8200.0%Oils/EnergyVOOVanguard S&P 500 ETF$241$241 ▲New Holding4470.0%ETFAMDAdvanced Micro Devices$2300.0%1,9030.0%Computer and TechnologyGLDSPDR Gold Shares$227$6 ▼-2.6%9390.0%FinanceQQQInvesco QQQ$207$207 ▲New Holding4050.0%FinanceFERGFerguson$2060.0%1,1840.0%Industrial ProductsVEEVVeeva Systems$2010.0%9560.0%MedicalNOKNokia Oyj$680.0%15,3000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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