Filed: 2/10/2026ACC: 0001104366-26-000002
📋 What this filing means
MCDANIEL TERRY & CO filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$1.15B
Total AUM (reported)
6.20M
Total Shares
Allocation by class
STOCK$1.06B92.6%
ADR$80.98M7.1%
ETF$3.50M0.3%
Portfolio Concentration
Top 3$288.60M25.1%
4–10$319.23M27.8%
11–25$408.13M35.5%
Rest$132.55M11.5%
Top 3 weight
25.1%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 6.20M
Sole
Full voting authority
6.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
Microsoft
SOLEShares273.87K
TypeSH
Market value$132.45M
11.53%
Sole
273.87K
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares264.71K
TypeSH
Market value$80.44M
7.00%
Sole
264.71K
Shared
0.00
None
0.00
Apple
SOLEShares278.49K
TypeSH
Market value$75.71M
6.59%
Sole
278.49K
Shared
0.00
None
0.00
Amphenol
SOLEShares387.53K
TypeSH
Market value$52.37M
4.56%
Sole
387.53K
Shared
0.00
None
0.00
Nordson
SOLEShares214.89K
TypeSH
Market value$51.67M
4.50%
Sole
214.89K
Shared
0.00
None
0.00
Automatic Data Processing
SOLEShares179.20K
TypeSH
Market value$46.10M
4.01%
Sole
179.20K
Shared
0.00
None
0.00
Donaldson
SOLEShares503.11K
TypeSH
Market value$44.61M
3.88%
Sole
503.11K
Shared
0.00
None
0.00
Illinois Tool Works
SOLEShares173.07K
TypeSH
Market value$42.63M
3.71%
Sole
173.07K
Shared
0.00
None
0.00
Paccar
SOLEShares375.35K
TypeSH
Market value$41.10M
3.58%
Sole
375.35K
Shared
0.00
None
0.00
Ecolab
SOLEShares155.28K
TypeSH
Market value$40.76M
3.55%
Sole
155.28K
Shared
0.00
None
0.00
Dover
SOLEShares207.89K
TypeSH
Market value$40.59M
3.53%
Sole
207.89K
Shared
0.00
None
0.00
Intuitive Surgical
SOLEShares67K
TypeSH
Market value$37.95M
3.30%
Sole
67K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares173.04K
TypeSH
Market value$35.81M
3.12%
Sole
173.04K
Shared
0.00
None
0.00
Emerson Electric
SOLEShares269.34K
TypeSH
Market value$35.75M
3.11%
Sole
269.34K
Shared
0.00
None
0.00
Cintas
SOLEShares177.06K
TypeSH
Market value$33.30M
2.90%
Sole
177.06K
Shared
0.00
None
0.00
Procter & Gamble
SOLEShares207.51K
TypeSH
Market value$29.74M
2.59%
Sole
207.51K
Shared
0.00
None
0.00
Coca-Cola
SOLEShares411.16K
TypeSH
Market value$28.74M
2.50%
Sole
411.16K
Shared
0.00
None
0.00
Amazon
SOLEShares113.35K
TypeSH
Market value$26.16M
2.28%
Sole
113.35K
Shared
0.00
None
0.00
Intuit
SOLEShares38.52K
TypeSH
Market value$25.52M
2.22%
Sole
38.52K
Shared
0.00
None
0.00
Honeywell
SOLEShares126.22K
TypeSH
Market value$24.62M
2.14%
Sole
126.22K
Shared
0.00
None
0.00
Stryker
SOLEShares63.82K
TypeSH
Market value$22.43M
1.95%
Sole
63.82K
Shared
0.00
None
0.00
Alcon
SOLEShares230.12K
TypeSH
Market value$18.14M
1.58%
Sole
230.12K
Shared
0.00
None
0.00
Thermo Fisher Scientific
SOLEShares30.93K
TypeSH
Market value$17.92M
1.56%
Sole
30.92K
Shared
0.00
None
0.00
Eaton
SOLEShares49.61K
TypeSH
Market value$15.80M
1.38%
Sole
49.61K
Shared
0.00
None
0.00
Texas Instruments
SOLEShares90.22K
TypeSH
Market value$15.65M
1.36%
Sole
90.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MicrosoftSOLE | Stock | 273.87K | SH | $132.45M 11.53% | 273.87K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | ADR | 264.71K | SH | $80.44M 7.00% | 264.71K | 0.00 | 0.00 |
AppleSOLE | Stock | 278.49K | SH | $75.71M 6.59% | 278.49K | 0.00 | 0.00 |
AmphenolSOLE | Stock | 387.53K | SH | $52.37M 4.56% | 387.53K | 0.00 | 0.00 |
NordsonSOLE | Stock | 214.89K | SH | $51.67M 4.50% | 214.89K | 0.00 | 0.00 |
Automatic Data ProcessingSOLE | Stock | 179.20K | SH | $46.10M 4.01% | 179.20K | 0.00 | 0.00 |
DonaldsonSOLE | Stock | 503.11K | SH | $44.61M 3.88% | 503.11K | 0.00 | 0.00 |
Illinois Tool WorksSOLE | Stock | 173.07K | SH | $42.63M 3.71% | 173.07K | 0.00 | 0.00 |
PaccarSOLE | Stock | 375.35K | SH | $41.10M 3.58% | 375.35K | 0.00 | 0.00 |
EcolabSOLE | Stock | 155.28K | SH | $40.76M 3.55% | 155.28K | 0.00 | 0.00 |
DoverSOLE | Stock | 207.89K | SH | $40.59M 3.53% | 207.89K | 0.00 | 0.00 |
Intuitive SurgicalSOLE | Stock | 67K | SH | $37.95M 3.30% | 67K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 173.04K | SH | $35.81M 3.12% | 173.04K | 0.00 | 0.00 |
Emerson ElectricSOLE | Stock | 269.34K | SH | $35.75M 3.11% | 269.34K | 0.00 | 0.00 |
CintasSOLE | Stock | 177.06K | SH | $33.30M 2.90% | 177.06K | 0.00 | 0.00 |
Procter & GambleSOLE | Stock | 207.51K | SH | $29.74M 2.59% | 207.51K | 0.00 | 0.00 |
Coca-ColaSOLE | Stock | 411.16K | SH | $28.74M 2.50% | 411.16K | 0.00 | 0.00 |
AmazonSOLE | Stock | 113.35K | SH | $26.16M 2.28% | 113.35K | 0.00 | 0.00 |
IntuitSOLE | Stock | 38.52K | SH | $25.52M 2.22% | 38.52K | 0.00 | 0.00 |
HoneywellSOLE | Stock | 126.22K | SH | $24.62M 2.14% | 126.22K | 0.00 | 0.00 |
StrykerSOLE | Stock | 63.82K | SH | $22.43M 1.95% | 63.82K | 0.00 | 0.00 |
AlconSOLE | Stock | 230.12K | SH | $18.14M 1.58% | 230.12K | 0.00 | 0.00 |
Thermo Fisher ScientificSOLE | Stock | 30.93K | SH | $17.92M 1.56% | 30.92K | 0.00 | 0.00 |
EatonSOLE | Stock | 49.61K | SH | $15.80M 1.38% | 49.61K | 0.00 | 0.00 |
Texas InstrumentsSOLE | Stock | 90.22K | SH | $15.65M 1.36% | 90.22K | 0.00 | 0.00 |
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