MCDANIEL TERRY & CO

AUSTIN, TX · CIK 1104366 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.3bn reported value +8.7% vs Q1 2026

81positions

56.6%in top 10

7 new 32 added 19 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	273,518	$130.6m10.21%	10.21%	Reduced -1.6k	-1,631 -0.6%
2	MICROSOFT CORP COM MSFT	MSFT	295,851	$110.4m8.62%	8.62%	Added +28	+28 0.0%
3	APPLE INC COM AAPL	AAPL	349,854	$101.2m7.91%	7.91%	Reduced -174	-174 -0.1%
4	AMPHENOL CORP CL A APH	APH	401,779	$70.8m5.53%	5.53%	Reduced -1.1k	-1,112 -0.3%
5	NORDSON CORP COM NDSN	NDSN	233,840	$70.5m5.51%	5.51%	Reduced -412	-412 -0.2%
6	ILLINOIS TOOL WKS INC COM ITW	ITW	185,044	$50.0m3.91%	3.91%	Added +26	+26 0.0%
7	DONALDSON INC COM DCI	DCI	553,427	$49.7m3.88%	3.88%	Added +16	+16 0.0%
8	DOVER CORP COM DOV	DOV	214,867	$48.2m3.77%	3.77%	Reduced -307	-307 -0.1%
9	JOHNSON & JOHNSON COM JNJ	JNJ	186,267	$47.3m3.70%	3.70%	Added +234	+234 0.1%
10	PACCAR INC COM PCAR	PCAR	384,489	$46.2m3.61%	3.61%	Reduced -437	-437 -0.1%
11	ECOLAB INC COM ECL	ECL	164,367	$45.8m3.58%	3.58%	Added +114	+114 0.1%
12	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	192,351	$43.1m3.37%	3.37%	Reduced -116	-116 -0.1%
13	EMERSON ELEC CO COM EMR	EMR	282,826	$40.5m3.16%	3.16%	Reduced -248	-248 -0.1%
14	COCA COLA CO COM KO	KO	440,494	$35.8m2.80%	2.80%	Added +145	+145 0.0%
15	PROCTER AND GAMBLE CO COM PG	PG	217,517	$31.9m2.49%	2.49%	Added +195	+195 0.1%
16	CINTAS CORP COM CTAS	CTAS	178,058	$30.3m2.37%	2.37%	Added +643	+643 0.4%
17	TEXAS INSTRS INC COM TXN	TXN	94,421	$28.1m2.20%	2.20%	Added +2.3k	+2,310 2.5%
18	AMAZON COM INC COM AMZN	AMZN	115,854	$27.6m2.16%	2.16%	Reduced -58	-58 -0.1%
19	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	68,719	$27.3m2.14%	2.14%	Added +305	+305 0.5%
20	EATON CORP PLC SHS ETN	ETN	53,572	$22.8m1.78%	1.78%	Added +2.4k	+2,381 4.7%
21	STRYKER CORPORATION COM SYK	SYK	67,708	$21.3m1.67%	1.67%	Added +1.7k	+1,666 2.5%
22	AIR PRODS & CHEMS INC COM APD	APD	66,243	$19.4m1.52%	1.52%	Added +866	+866 1.3%
23	ALCON AG ORD SHS ALC	ALC	265,588	$17.8m1.39%	1.39%	Added +21.6k	+21,596 8.8%
24	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	35,330	$17.7m1.38%	1.38%	Added +2.6k	+2,638 8.1%
25	HONEYWELL INTL INC COM HON	HON	68,318	$15.3m1.20%	1.20%	New
26	HONEYWELL AEROSPACE INC COM HONA	HONA	68,390	$15.1m1.18%	1.18%	New
27	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	57,352	$15.1m1.18%	1.18%	Added +2.3k	+2,258 4.1%
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	25,146	$12.6m0.98%	0.98%	Added +20	+20 0.1%
29	REPUBLIC SVCS INC COM RSG	RSG	55,455	$11.8m0.92%	0.92%	Added +23.3k	+23,264 72.3%
30	INTUIT COM INTU	INTU	40,121	$10.5m0.82%	0.82%	Reduced -266	-266 -0.7%
31	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	57,973	$7.9m0.62%	0.62%	New
32	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	51,267	$6.4m0.50%	0.50%	Added +1.3k	+1,346 2.7%
33	LAM RESEARCH CORP COM NEW LRCX	LRCX	13,500	$5.8m0.46%	0.46%	Unchanged
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,218	$3.1m0.25%	0.25%	Unchanged
35	NVIDIA CORPORATION COM NVDA	NVDA	15,239	$3.0m0.24%	0.24%	Reduced -371	-371 -2.4%
36	ABBVIE INC COM ABBV	ABBV	12,069	$3.0m0.24%	0.24%	Added +10	+10 0.1%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,356	$2.6m0.21%	0.21%	Reduced -319	-319 -4.2%
38	GRAINGER W W INC COM GWW	GWW	1,830	$2.5m0.19%	0.19%	Unchanged
39	PEPSICO INC COM PEP	PEP	15,592	$2.1m0.16%	0.16%	Added +4	+4 0.0%
40	STELLAR BANCORP INC COM COM		46,419	$1.8m0.14%	0.14%	Unchanged
41	CHEVRON CORP NEW COM CVX	CVX	10,218	$1.7m0.13%	0.13%	Added +7	+7 0.1%
42	BLACK STONE MINERALS L P COM UNIT BSM	BSM	119,987	$1.7m0.13%	0.13%	Unchanged
43	FEDEX CORP COM FDX	FDX	4,563	$1.4m0.11%	0.11%	Reduced -279	-279 -5.8%
44	WASTE MGMT INC DEL COM WM	WM	6,275	$1.4m0.11%	0.11%	Unchanged
45	DORCHESTER MINERALS LP COM UNIT DMLP	DMLP	52,423	$1.3m0.10%	0.10%	Unchanged
46	MASTERCARD INCORPORATED CL A MA	MA	2,545	$1.3m0.10%	0.10%	Reduced -249	-249 -8.9%
47	ABBOTT LABS COM ABT	ABT	13,281	$1.2m0.09%	0.09%	Reduced -119	-119 -0.9%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	3,157	$1.1m0.09%	0.09%	Added +1	+1 0.0%
49	SABINE RTY TR UNIT BEN INT SBR	SBR	14,000	$1.0m0.08%	0.08%	Unchanged
50	SAN JUAN BASIN RTY TR UNIT BEN INT SJT	SJT	318,076	$1.0m0.08%	0.08%	Unchanged
51	ELI LILLY & CO COM LLY	LLY	749	$898.4k0.07%	0.07%	Unchanged
52	BROADCOM INC COM AVGO	AVGO	2,097	$792.1k0.06%	0.06%	Added +80	+80 4.0%
53	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,213	$786.4k0.06%	0.06%	Added +45	+45 0.7%
54	SYSCO CORP COM SYY	SYY	9,252	$773.3k0.06%	0.06%	Added +3	+3 0.0%
55	NETFLIX INC COM NFLX	NFLX	10,009	$714.6k0.06%	0.06%	Added +9	+9 0.1%
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,988	$559.0k0.04%	0.04%	Unchanged
57	NOVARTIS AG SPONSORED ADR NVS	NVS	3,325	$521.1k0.04%	0.04%	Unchanged
58	MEDTRONIC PLC SHS MDT	MDT	6,203	$485.3k0.04%	0.04%	Unchanged
59	LOWES COS INC COM LOW	LOW	2,187	$482.3k0.04%	0.04%	Unchanged
60	PHILLIPS 66 COM PSX	PSX	2,730	$461.5k0.04%	0.04%	Unchanged
61	CONOCOPHILLIPS COM COP	COP	4,264	$443.3k0.03%	0.03%	Unchanged
62	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,670	$438.6k0.03%	0.03%	Added +790	+790 27.4%
63	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,519	$433.2k0.03%	0.03%	Reduced -800	-800 -9.6%
64	BECTON DICKINSON & CO COM BDX	BDX	2,749	$416.0k0.03%	0.03%	Reduced -9.9k	-9,926 -78.3%
65	3M CO COM MMM	MMM	2,445	$395.9k0.03%	0.03%	Unchanged
66	HOME DEPOT INC COM HD	HD	1,079	$380.4k0.03%	0.03%	Added +7	+7 0.7%
67	MCDONALDS CORP COM MCD	MCD	1,384	$374.1k0.03%	0.03%	Unchanged
68	TEXAS CAP BANCSHARES INC COM TCBI	TCBI	3,500	$361.4k0.03%	0.03%	Unchanged
69	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	2,325	$351.1k0.03%	0.03%	New
70	SPDR GOLD TR GOLD SHS GLD	GLD	939	$345.9k0.03%	0.03%	Unchanged
71	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,039	$326.7k0.03%	0.03%	Reduced -13.3k	-13,275 -81.4%
72	ADVANCED MICRO DEVICES INC COM AMD	AMD	553	$321.2k0.03%	0.03%	New
73	META PLATFORMS INC CL A META	META	562	$316.6k0.02%	0.02%	Added +35	+35 6.6%
74	WALMART INC COM WMT	WMT	2,587	$293.0k0.02%	0.02%	Added +1	+1 0.0%
75	AMGEN INC COM AMGN	AMGN	787	$285.0k0.02%	0.02%	Unchanged
76	JPMORGAN CHASE & CO COM JPM	JPM	851	$278.6k0.02%	0.02%	Added +1	+1 0.1%
77	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	7,020	$258.1k0.02%	0.02%	Unchanged
78	FIRST FINL BANKSHARES INC COM FFIN	FFIN	7,336	$253.8k0.02%	0.02%	Unchanged
79	BANK AMERICA CORP COM BAC	BAC	3,965	$225.9k0.02%	0.02%	New
80	CISCO SYS INC COM CSCO	CSCO	1,714	$201.3k0.02%	0.02%	New
81	NOKIA CORP SPONSORED ADR NOK	NOK	13,318	$176.9k0.01%	0.01%	Reduced -1.6k	-1,650 -11.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		67,398	$30.5m67.4k shares
EXXON MOBIL CORP XOM	XOM	58,887	$10.0m58.9k shares
MCCORMICK & CO INC MKC	MKC	128,534	$6.5m128.5k shares
ADOBE INC ADBE	ADBE	24,922	$6.1m24.9k shares
WATERS CORP WAT	WAT	1,737	$517.2k1.7k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	4,283	$326.2k4.3k shares
NEXTERA ENERGY INC NEE	NEE	2,254	$209.3k2.3k shares