The Analysis of MCDANIEL TERRY & CO's Holdings
Currently, MCDANIEL TERRY & CO holds 76 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in NFLX (+9.0K shares, valued at $843.8K), TCBI (+3.5K shares, valued at $316.9K), VGT (+340 shares, valued at $256.3K); decreased their positions in AAPL (-79.3K shares, valued at $21.6M), MSFT (-35.3K shares, valued at $17.1M), TSM (-21.4K shares, valued at $6.5M); initiated new positions in TCBI (+3.5K shares, valued at $316.9K), VGT (+340 shares, valued at $256.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft273.9K shares-11.41%2025-12-312026-02-10
TSM Taiwan Semiconductor264.7K shares-7.49%2025-12-312026-02-10
AAPL Apple278.5K shares-22.16%2025-12-312026-02-10
APH Amphenol387.5K shares-4.52%2025-12-312026-02-10
NDSN Nordson214.9K shares-8.65%2025-12-312026-02-10
ADP Automatic Data Processing179.2K shares-7.39%2025-12-312026-02-10
DCI Donaldson503.1K shares-9.49%2025-12-312026-02-10
ITW Illinois Tool Works173.1K shares-7.13%2025-12-312026-02-10
PCAR Paccar375.4K shares-5.98%2025-12-312026-02-10
ECL Ecolab155.3K shares-7.36%2025-12-312026-02-10
DOV Dover207.9K shares-5.53%2025-12-312026-02-10
ISRG Intuitive Surgical67.0K shares-3.19%2025-12-312026-02-10
JNJ Johnson & Johnson173.0K shares-9.98%2025-12-312026-02-10
EMR Emerson Electric269.3K shares-5.64%2025-12-312026-02-10
CTAS Cintas177.1K shares-1.80%2025-12-312026-02-10
PG Procter & Gamble207.5K shares-4.98%2025-12-312026-02-10
KO Coca-Cola411.2K shares-7.71%2025-12-312026-02-10
AMZN Amazon113.3K shares-5.28%2025-12-312026-02-10
INTU Intuit38.5K shares-1.93%2025-12-312026-02-10
HON Honeywell126.2K shares-6.76%2025-12-312026-02-10
SYK Stryker63.8K shares-1.86%2025-12-312026-02-10
ALC Alcon230.1K shares-5.00%2025-12-312026-02-10
TMO Thermo Fisher Scientific30.9K shares-4.77%2025-12-312026-02-10
Eaton Eaton49.6K shares-0.23%2025-12-312026-02-10
TXN Texas Instruments90.2K shares-0.10%2025-12-312026-02-10
MKC McCormick & Co229.2K shares-8.24%2025-12-312026-02-10
APD Air Products & Chemicals62.5K shares-3.35%2025-12-312026-02-10
ZBRA Zebra Technologies52.0K shares-0.06%2025-12-312026-02-10
Accenture Accenture45.0K shares1.28%2025-12-312026-02-10
ADBE Adobe Systems34.2K shares-11.38%2025-12-312026-02-10
XOM Exxon Mobil58.9K shares-0.11%2025-12-312026-02-10
NVDA Nvidia15.8K shares-36.33%2025-12-312026-02-10
SPY SPDR S&P 500 ETF Trust4.2K shares0.36%2025-12-312026-02-10
ABBV Abbvie11.1K shares-22.41%2025-12-312026-02-10
PEP Pepsico17.0K shares-15.64%2025-12-312026-02-10
Lam Research Lam Research13.5K shares0.00%2025-12-312026-02-10
GWW WW Grainger1.8K shares0.00%2025-12-312026-02-10
FDX FedEx6.1K shares-1.34%2025-12-312026-02-10
MA Mastercard2.9K shares-29.32%2025-12-312026-02-10
UPS United Parcel Service16.4K shares-11.51%2025-12-312026-02-10
BSM Black Stone Minerals120.0K shares0.00%2025-12-312026-02-10
ABT Abbott Labs12.4K shares-31.99%2025-12-312026-02-10
CVX Chevron Corp9.7K shares-24.63%2025-12-312026-02-10
STEL Stellar Bancorp46.4K shares0.00%2025-12-312026-02-10
BDX Becton Dickinson7.3K shares-42.84%2025-12-312026-02-10
WM Waste Management6.3K shares0.00%2025-12-312026-02-10
DMLP Dorchester Minerals52.4K shares0.00%2025-12-312026-02-10
SJT San Juan Basin Royalty Trust170.3K shares-46.46%2025-12-312026-02-10
NFLX Netflix10.0K shares900.00%2025-12-312026-02-10
LLY Eli Lilly755 shares1.34%2025-12-312026-02-10
Duke Energy Duke Energy6.2K shares0.41%2025-12-312026-02-10
SYY Sysco9.2K shares0.03%2025-12-312026-02-10
Broadcom Broadcom1.6K shares-61.04%2025-12-312026-02-10
Medtronic Medtronic5.8K shares-31.40%2025-12-312026-02-10
IBM IBM1.8K shares-40.10%2025-12-312026-02-10
LOW Lowes2.2K shares0.05%2025-12-312026-02-10
SBR Sabine Royalty Trust7.0K shares-50.00%2025-12-312026-02-10
BMY Bristol-Myers Squibb8.3K shares-2.92%2025-12-312026-02-10
NVS Novartis ADR3.2K shares-0.25%2025-12-312026-02-10
MMM 3M2.6K shares0.00%2025-12-312026-02-10
COP Conocophillips4.0K shares-30.80%2025-12-312026-02-10
MCD McDonalds1.2K shares-42.29%2025-12-312026-02-10
GLD SPDR Gold Shares939 shares0.00%2025-12-312026-02-10
PSX Phillips 662.7K shares0.00%2025-12-312026-02-10
HD Home Depot980 shares1.77%2025-12-312026-02-10
TCBI Texas Capital Bancshares3.5K sharesnew addition2025-12-312026-02-10
WMT Walmart2.6K shares-50.51%2025-12-312026-02-10
META Meta Platforms426 shares-67.23%2025-12-312026-02-10
VGT Vanguard Information Technology ETF340 sharesnew addition2025-12-312026-02-10
EPD Enterprise Products7.0K shares0.00%2025-12-312026-02-10
AMGN Amgen676 shares-33.98%2025-12-312026-02-10
FFIN First Financial Bankshares7.3K shares0.00%2025-12-312026-02-10
NOK Nokia ADR15.0K shares-2.17%2025-12-312026-02-10
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available