13F Insight
DOSSIER · 13F-HR · Q2 2026

MCDANIEL TERRY & CO

$1.3B in tracked AUM across 81 positions as of Q2 2026.

MT
CIK 0001104366 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
81
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MCDANIEL TERRY & CO filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
Taiwan Semiconductor
$131M274K10.2%02
MSFT
Microsoft
$110M296K8.6%03
AAPL
Apple
$101M350K7.9%04
APH
Amphenol
$71M402K5.5%05
NDSN
Nordson
$71M234K5.5%06
ITW
Illinois Tool Works
$50M185K3.9%07
DCI
Donaldson
$50M553K3.9%08
DOV
Dover
$48M215K3.8%09
JNJ
Johnson & Johnson
$47M186K3.7%10
PCAR
Paccar
$46M384K3.6%

Filing history

2026Q2Jun 30
$1.3B▲ 8.7%
81 positionsView →2026Q1Mar 31
$1.2B▲ 6.1%
81 positionsView →2025Q4Dec 31
$1.1B▼ 10.7%
76 positionsView →2025Q3Sep 30
$1.2B▲ 1.7%
90 positionsView →2025Q2Jun 30
$1.2B▲ 6.9%
91 positionsLocked2025Q1Mar 31
$1.1B▼ 6.3%
99 positionsLocked2024Q4Dec 31
$1.2B▲ 2.1%
101 positionsLocked2024Q3Sep 30
$1.2B▲ 4.2%
98 positionsLocked2024Q2Jun 30
$1.1B▲ 1.9%
94 positionsLocked2024Q1Mar 31
$1.1B▲ 7.6%
102 positionsLocked2023Q4Dec 31
$1.0B▲ 8.9%
85 positionsLocked2023Q3Sep 30
$960M▼ 2.3%
84 positionsLocked
Showing 12 of 100