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Disclosed positions
MCDANIEL TERRY & CO: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- Taiwan Semiconductor
- Ticker
- TSM
- Class
- ADR
- Reported value
- $130,623,991
- Reported amount
- 273,518
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104366-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Taiwan Semiconductor | TSM | ADR | $130,623,991 | 273,518 | SH | None |
| Microsoft | MSFT | Stock | $110,358,430 | 295,851 | SH | None |
| Apple | AAPL | Stock | $101,233,650 | 349,854 | SH | None |
| Amphenol | APH | Stock | $70,841,596 | 401,779 | SH | None |
| Nordson | NDSN | Stock | $70,547,247 | 233,840 | SH | None |
| Illinois Tool Works | ITW | Stock | $50,048,735 | 185,044 | SH | None |
| Donaldson | DCI | Stock | $49,681,143 | 553,427 | SH | None |
| Dover | DOV | Stock | $48,190,315 | 214,867 | SH | None |
| Johnson & Johnson | JNJ | Stock | $47,306,353 | 186,267 | SH | None |
| Paccar | PCAR | Stock | $46,184,831 | 384,489 | SH | None |
| Ecolab | ECL | Stock | $45,794,151 | 164,367 | SH | None |
| Automatic Data Processing | ADP | Stock | $43,077,067 | 192,351 | SH | None |
| Emerson Electric | EMR | Stock | $40,486,501 | 282,826 | SH | None |
| Coca-Cola | KO | Stock | $35,798,981 | 440,494 | SH | None |
| Procter & Gamble | PG | Stock | $31,896,726 | 217,517 | SH | None |
| Cintas | CTAS | Stock | $30,284,102 | 178,058 | SH | None |
| Texas Instruments | TXN | Stock | $28,143,920 | 94,421 | SH | None |
| Amazon | AMZN | Stock | $27,612,642 | 115,854 | SH | None |
| Intuitive Surgical | ISRG | Stock | $27,328,172 | 68,719 | SH | None |
| Eaton | ETN | Stock | $22,828,101 | 53,572 | SH | None |
| Stryker | SYK | Stock | $21,317,133 | 67,708 | SH | None |
| Air Products & Chemicals | APD | Stock | $19,421,261 | 66,243 | SH | None |
| Alcon | ALC | Stock | $17,823,750 | 265,588 | SH | None |
| Thermo Fisher Scientific | TMO | Stock | $17,713,010 | 35,330 | SH | None |
| Honeywell | HON | Stock | $15,296,288 | 68,318 | SH | None |
| Honeywell Aerospace | HONA | Stock | $15,119,551 | 68,390 | SH | None |
| Zebra Technologies | ZBRA | Stock | $15,098,488 | 57,352 | SH | None |
| Berkshire Hathaway Class B | BRK.B | Stock | $12,582,807 | 25,146 | SH | None |
| Republic Services | RSG | Stock | $11,816,351 | 55,455 | SH | None |
| Intuit | INTU | Stock | $10,471,621 | 40,121 | SH | None |
| Exxon Mobil | XOM | Stock | $7,926,118 | 57,973 | SH | None |
| Accenture | ACN | Stock | $6,379,665 | 51,267 | SH | None |
| Lam Research | LRCX | Stock | $5,849,955 | 13,500 | SH | None |
| SPDR S&P 500 ETF Trust | SPY | ETF | $3,149,876 | 4,218 | SH | None |
| Nvidia | NVDA | Stock | $3,049,172 | 15,239 | SH | None |
| Abbvie | ABBV | Stock | $3,037,039 | 12,069 | SH | None |
| Alphabet Class A | GOOGL | Stock | $2,628,814 | 7,356 | SH | None |
| WW Grainger | GWW | Stock | $2,489,532 | 1,830 | SH | None |
| Pepsico | PEP | Stock | $2,111,117 | 15,592 | SH | None |
| Stellar Bancorp | STEL | Stock | $1,825,195 | 46,419 | SH | None |
| Chevron Corp | CVX | Stock | $1,693,741 | 10,218 | SH | None |
| Black Stone Minerals | BSM | Stock | $1,676,218 | 119,987 | SH | None |
| FedEx | FDX | Stock | $1,428,667 | 4,563 | SH | None |
| Waste Management | WM | Stock | $1,398,572 | 6,275 | SH | None |
| Dorchester Minerals | DMLP | Stock | $1,323,681 | 52,423 | SH | None |
| Mastercard | MA | Stock | $1,307,112 | 2,545 | SH | None |
| Abbott Labs | ABT | Stock | $1,205,085 | 13,281 | SH | None |
| Alphabet Class C | GOOG | Stock | $1,115,463 | 3,157 | SH | None |
| Sabine Royalty Trust | SBR | Stock | $1,024,800 | 14,000 | SH | None |
| San Juan Basin Royalty Trust | SJT | Stock | $1,021,024 | 318,076 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.