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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 $1,045,392
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 302,932 $113,915 10.89%
2.
Apple Inc.
 AAPL 358,706 $69,062 6.6%
3.
Nordson Corp
 NDSN 220,211 $58,171 5.56%
4.
Illinois Tool Works Inc
 ITW 171,583 $44,944 4.29%
5.
Automatic Data Processing Inc
 ADP 187,001 $43,566 4.16%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)