The Analysis of MCDANIEL TERRY & CO's Holdings

Currently, MCDANIEL TERRY & CO holds 90 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in ETN (+1.1K shares, valued at $426.6K), TMO (+878 shares, valued at $425.9K), ACN (+1.7K shares, valued at $416.8K); decreased their positions in BDX (-74.4K shares, valued at $13.9M), MSFT (-3.1K shares, valued at $1.6M), SPY (-1.0K shares, valued at $666.2K); initiated new positions in AMT (+1.7K shares, valued at $334.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT Microsoft309.1K shares-1.00%2025-09-302025-10-22

AAPL Apple357.8K shares-0.36%2025-09-302025-10-22

TSM Taiwan Semiconductor286.1K shares-0.38%2025-09-302025-10-22

ADP Automatic Data Processing193.5K shares-0.26%2025-09-302025-10-22

NDSN Nordson235.2K shares0.11%2025-09-302025-10-22

APH Amphenol405.9K shares-0.57%2025-09-302025-10-22

ITW Illinois Tool Works186.4K shares0.04%2025-09-302025-10-22

ECL Ecolab167.6K shares-0.14%2025-09-302025-10-22

Sponsored

DCI Donaldson555.8K shares-0.11%2025-09-302025-10-22

PCAR Paccar399.2K shares-0.59%2025-09-302025-10-22

EMR Emerson Electric285.4K shares-0.26%2025-09-302025-10-22

CTAS Cintas180.3K shares-0.22%2025-09-302025-10-22

DOV Dover220.1K shares0.10%2025-09-302025-10-22

JNJ Johnson & Johnson192.2K shares0.29%2025-09-302025-10-22

PG Procter & Gamble218.4K shares0.20%2025-09-302025-10-22

ISRG Intuitive Surgical69.2K shares-1.08%2025-09-302025-10-22

Sponsored

KO Coca-Cola445.5K shares0.05%2025-09-302025-10-22

HON Honeywell135.4K shares0.33%2025-09-302025-10-22

INTU Intuit39.3K shares0.02%2025-09-302025-10-22

AMZN Amazon119.7K shares-0.90%2025-09-302025-10-22

SYK Stryker65.0K shares0.19%2025-09-302025-10-22

ETN Eaton49.7K shares2.35%2025-09-302025-10-22

ALC Alcon242.2K shares-1.24%2025-09-302025-10-22

APD Air Products & Chemicals64.7K shares0.58%2025-09-302025-10-22

Sponsored

MKC McCormick & Co249.8K shares-0.08%2025-09-302025-10-22

TXN Texas Instruments90.3K shares1.28%2025-09-302025-10-22

TMO Thermo Fisher Scientific32.5K shares2.78%2025-09-302025-10-22

ZBRA Zebra Technologies52.1K shares0.79%2025-09-302025-10-22

ADBE Adobe Systems38.6K shares-2.35%2025-09-302025-10-22

BRK.B Berkshire Hathaway Class B25.1K shares0.00%2025-09-302025-10-22

ACN Accenture44.4K shares3.95%2025-09-302025-10-22

XOM Exxon Mobil58.9K shares-0.21%2025-09-302025-10-22

Sponsored

NVDA Nvidia24.7K shares-0.23%2025-09-302025-10-22

GOOGL Alphabet Class A13.8K shares0.00%2025-09-302025-10-22

ABBV Abbvie14.2K shares-0.28%2025-09-302025-10-22

PEP Pepsico20.2K shares-8.81%2025-09-302025-10-22

SPY SPDR S&P 500 ETF Trust4.2K shares-19.22%2025-09-302025-10-22

ABT Abbott Labs18.2K shares0.05%2025-09-302025-10-22

BDX Becton Dickinson12.8K shares-85.27%2025-09-302025-10-22

MA Mastercard4.0K shares0.00%2025-09-302025-10-22

Sponsored

CVX Chevron Corp12.9K shares0.20%2025-09-302025-10-22

SJT San Juan Basin Royalty Trust318.1K shares0.00%2025-09-302025-10-22

LRCX Lam Research13.5K shares0.00%2025-09-302025-10-22

GWW WW Grainger1.8K shares0.00%2025-09-302025-10-22

BSM Black Stone Minerals120.0K shares0.00%2025-09-302025-10-22

UPS United Parcel Service18.5K shares-1.81%2025-09-302025-10-22

FDX FedEx6.2K shares-20.39%2025-09-302025-10-22

JPM JPMorganChase4.6K shares-20.66%2025-09-302025-10-22

Sponsored

STEL Stellar Bancorp46.4K shares0.00%2025-09-302025-10-22

WM Waste Management6.3K shares0.00%2025-09-302025-10-22

AVGO Broadcom4.2K shares0.00%2025-09-302025-10-22

DMLP Dorchester Minerals52.4K shares0.00%2025-09-302025-10-22

NFLX Netflix1.0K shares0.00%2025-09-302025-10-22

SBR Sabine Royalty Trust14.0K shares0.00%2025-09-302025-10-22

META Meta Platforms1.3K shares0.62%2025-09-302025-10-22

IBM IBM3.0K shares0.00%2025-09-302025-10-22

Sponsored

MDT Medtronic8.4K shares0.00%2025-09-302025-10-22

GOOG Alphabet Class C3.2K shares0.00%2025-09-302025-10-22

SYY Sysco9.2K shares0.03%2025-09-302025-10-22

DUK Duke Energy6.1K shares0.57%2025-09-302025-10-22

NOW ServiceNow774 shares48.85%2025-09-302025-10-22

MCD McDonalds2.1K shares0.00%2025-09-302025-10-22

MU Micron Technology3.4K shares78.98%2025-09-302025-10-22

LLY Eli Lilly745 shares0.27%2025-09-302025-10-22

Sponsored

COP Conocophillips5.8K shares0.00%2025-09-302025-10-22

LOW Lowes2.2K shares0.05%2025-09-302025-10-22

WMT Walmart5.3K shares0.00%2025-09-302025-10-22

VEA Vanguard FTSE Developed Markets ETF8.4K shares0.00%2025-09-302025-10-22

XLU Utilities Select Sector SPDR Fund5.7K shares0.00%2025-09-302025-10-22

NEE Nextera Energy Inc Com6.1K shares0.89%2025-09-302025-10-22

BX Blackstone2.5K shares0.00%2025-09-302025-10-22

IJH iShares Core S&P Mid-Cap ETF6.4K shares0.00%2025-09-302025-10-22

Sponsored

MMM 3M2.6K shares0.00%2025-09-302025-10-22

NVS Novartis ADR3.2K shares-9.23%2025-09-302025-10-22

HD Home Depot963 shares-3.51%2025-09-302025-10-22

BMY Bristol-Myers Squibb8.6K shares0.22%2025-09-302025-10-22

PSX Phillips 662.7K shares0.00%2025-09-302025-10-22

KRE SPDR S&P Regional Banking ETF5.6K shares0.00%2025-09-302025-10-22

IYT iShares Us Transportation ETF4.9K shares0.00%2025-09-302025-10-22

AMT American Tower Corp1.7K sharesnew addition2025-09-302025-10-22

Sponsored

GLD SPDR Gold Shares939 shares0.00%2025-09-302025-10-22

ORCL Oracle1.2K shares0.00%2025-09-302025-10-22

VNQ Vanguard Real Estate ETF3.5K shares0.00%2025-09-302025-10-22

BLK Blackrock265 shares0.00%2025-09-302025-10-22

AMGN Amgen1.0K shares0.00%2025-09-302025-10-22

SPGI S&P Global515 shares0.00%2025-09-302025-10-22

FFIN First Financial Bankshares7.3K shares0.00%2025-09-302025-10-22

VWO Vanguard FTSE Emerging Markets ETF4.1K shares0.00%2025-09-302025-10-22

Sponsored

EPD Enterprise Products7.0K shares0.00%2025-09-302025-10-22

NOK Nokia ADR15.3K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available