Long-term investor
Mcdaniel Terry & Co. @mcdanielterryco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001104366).
Record
- Tracked since 2025-06-30 (454 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +27.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 10.2% · long · since 2025-06-30
- MSFT · 8.6% · long · since 2025-06-30
- AAPL · 7.9% · long · since 2025-06-30
- APH · 5.5% · long · since 2025-06-30
- NDSN · 5.5% · long · since 2025-06-30
- ITW · 3.9% · long · since 2025-06-30
- DCI · 3.9% · long · since 2025-06-30
- DOV · 3.8% · long · since 2025-06-30
- JNJ · 3.7% · long · since 2025-06-30
- PCAR · 3.6% · long · since 2025-06-30
- ECL · 3.6% · long · since 2025-06-30
- ADP · 3.4% · long · since 2025-06-30