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Home > Institutional Investor > Mcdaniel Terry & Co > Profile

Instuitional Investor - Mcdaniel Terry & Co

Fund Profile
Filing Period:
Fund Name: Mcdaniel Terry & Co
Portfolio Value $1,219,767
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 315,594 $133,023 10.9%
2.
Apple Inc.
 AAPL 361,332 $90,485 7.41%
3.
Taiwan Semiconductor Mfg Co Ltd
 TSM 292,671 $57,800 4.73%
4.
Automatic Data Processing Inc
 ADP 195,076 $57,105 4.68%
5.
Nordson Corp
 NDSN 234,243 $49,013 4.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)