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MCDANIEL TERRY & CO13F | |
| MCDANIEL TERRY & CO | |
| Last update 2025-04-24 | 98 Stocks (5 new) |
| Value $1.14 Bil | Turnover 2 % |
MCDANIEL TERRY & CO Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 315,653 | 118,490.0 | +0.02% | 10.370 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 359,631 | 79,890.0 | -0.47% | 6.990 | -0.03% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
ADP | Automatic Data Processing Inc | 194,014 | 59,280.0 | -0.54% | 5.190 | -0.03% | 0.050 | +1.75% | +6.72% | 125,511.3 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 289,288 | 48,020.0 | -1.16% | 4.200 | -0.05% | 0.010 | +49.72% | +19.77% | 1,217,794.9 | Semiconductors | |
NDSN | Nordson Corp | 235,135 | 47,430.0 | +0.38% | 4.150 | +0.02% | 0.410 | +19.96% | +7.66% | 12,589.1 | Industrial Products | |
ITW | Illinois Tool Works Inc | 186,726 | 46,310.0 | -0.53% | 4.050 | -0.02% | 0.060 | +8.62% | +3.20% | 75,835.1 | Industrial Products | |
ECL | Ecolab Inc | 168,515 | 42,720.0 | -0.64% | 3.740 | -0.02% | 0.060 | +9.80% | +17.56% | 77,708.0 | Chemicals | |
PCAR | PACCAR Inc | 401,703 | 39,110.0 | -0.68% | 3.420 | -0.02% | 0.080 | +6.10% | -5.50% | 51,267.5 | Farm & Heavy Construction Machinery | |
DOV | Dover Corp | 220,357 | 38,710.0 | -0.62% | 3.390 | -0.02% | 0.160 | +16.25% | +1.10% | 25,862.0 | Industrial Products | |
DCI | Donaldson Co Inc | 560,037 | 37,560.0 | -0.32% | 3.290 | -0.01% | 0.470 | +12.31% | +6.68% | 8,303.2 | Industrial Products |
MCDANIEL TERRY & CO's Historical Top Holdings Breakdowns
MCDANIEL TERRY & CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FDX | FedEx Corp | 2025-03-31 | Reduce Reduce | -2.17% | 230.33 ($259.24) 281.53 | $241.23 | -6.95% | Reduce -78.31% | 26,046 | -94,012 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -1.71% | 142.64 ($148.84) 156.42 | $135.38 | -9.04% | Reduce -75.14% | 45,275 | -136,870 | |
ACN | Accenture PLC | 2025-03-31 | New Buy New Buy | +0.93% | 300.91 ($353.16) 398.25 | $304.78 | -13.70% | New holding | 33,904 | 33,904 | |
ETN | Eaton Corp PLC | 2025-03-31 | New Buy New Buy | +0.93% | 271.83 ($311.37) 371.23 | $362.22 | 16.33% | New holding | 39,136 | 39,136 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.14% | 105.44 ($110.59) 118.93 | $112.20 | 1.46% | Reduce -21.58% | 59,076 | -16,257 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -0.08% | 108.64 ($120.56) 131.17 | $139.76 | 15.93% | Reduce -2.62% | 286,557 | -7,701 | |
ALC | Alcon Inc | 2025-03-31 | Reduce Reduce | -0.07% | 82.73 ($89.71) 96.8 | $87.78 | -2.15% | Reduce -3.8% | 245,222 | -9,681 | |
UPS | United Parcel Service Inc | 2025-03-31 | Reduce Reduce | -0.07% | 109.66 ($119.57) 136.26 | $104.13 | -12.91% | Reduce -26.76% | 19,592 | -7,157 | |
ZBRA | Zebra Technologies Corp | 2025-03-31 | Add Add | +0.07% | 271.72 ($341.7) 421.11 | $323.72 | -5.26% | Add 6.08% | 50,384 | 2,890 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.06% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Reduce -56.71% | 777 | -1,018 |
MCDANIEL TERRY & CO Total Holding History ($B)
MCDANIEL TERRY & CO's Asset Allocation
MCDANIEL TERRY & CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MCDANIEL TERRY & CO's Hypothetical Growth since 2025-03-31
MCDANIEL TERRY & CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MCDANIEL TERRY & CO's Holdings Heat Map
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MCDANIEL TERRY & CO's Holdings Bubble Chart
MCDANIEL TERRY & CO News
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