MCDANIEL TERRY & CO: 13F holdings
CIK 11043662026Q2
| Positions | 81 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 81 (+0 vs prior quarter) |
|---|
| Reported value | $1.3bn (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM Taiwan Semiconductor | 273,518 | $130.6m | 10.2% |
| MSFT Microsoft | 295,851 | $110.4m | 8.6% |
| AAPL Apple | 349,854 | $101.2m | 7.9% |
| APH Amphenol | 401,779 | $70.8m | 5.5% |
| NDSN Nordson | 233,840 | $70.5m | 5.5% |
| ITW Illinois Tool Works | 185,044 | $50.0m | 3.9% |
| DCI Donaldson | 553,427 | $49.7m | 3.9% |
| DOV Dover | 214,867 | $48.2m | 3.8% |
| JNJ Johnson & Johnson | 186,267 | $47.3m | 3.7% |
| PCAR Paccar | 384,489 | $46.2m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1104366")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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