SEC Form 13F

MCDANIEL TERRY & CO 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$1,279,918,811
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Taiwan SemiconductorTSMADR$130,623,991273,518
MicrosoftMSFTStock$110,358,430295,851
AppleAAPLStock$101,233,650349,854
AmphenolAPHStock$70,841,596401,779
NordsonNDSNStock$70,547,247233,840
Illinois Tool WorksITWStock$50,048,735185,044
DonaldsonDCIStock$49,681,143553,427
DoverDOVStock$48,190,315214,867
Johnson & JohnsonJNJStock$47,306,353186,267
PaccarPCARStock$46,184,831384,489

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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