account_balance

Investment manager · 13F filer · SEC CIK 1104366

McDaniel Terry & Co

Reported value$1.34Bas of Sep 30, 2026
Positions81 2 new, 2 sold out
Top 10 weight57.7%MSFT alone is 11%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 11.3% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 9.2% HeldAAPL Apple Inc. 8.7% HeldNDSN Nordson Corp 5.7% HeldAPH Amphenol Corp 5.0% HeldADP Automatic Data Processing Inc 3.7% HeldJNJ Johnson & Johnson 3.7% HeldDCI Donaldson Co INC 3.6% HeldITW Illinois Tool Works Inc 3.5% HeldECL Ecolab Inc. 3.4% HeldEMR Emerson Electric Co 3.3% HeldPCAR Paccar Inc 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • PB $1.17M
  • IWF $210K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • STEL $1.83M
  • CSCO $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast