MCDANIEL TERRY & CO - Portfolio overview

MCDANIEL TERRY & CO has 95 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - Microsoft, 9.26%
2. TSM - Taiwan Semiconductor, 7.86%
3. AAPL - Apple, 7.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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