Current Market Value 1,221,467,697
Current Holdings 91
Most Recent File Date 2025-07-31
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Mcdaniel Terry & Co . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 91 1,221,468
2025-04-24 2025-03-31 13F-HR 99 1,143
2025-02-03 2024-12-31 13F-HR 101 1,220
2024-10-23 2024-09-30 13F-HR 98 1,194
2024-08-05 2024-06-30 13F-HR 94 1,146
2024-04-29 2024-03-31 13F-HR 102 1,125
2024-01-24 2023-12-31 13F-HR 85 1,045
2023-10-23 2023-09-30 13F-HR 84 960
2023-07-21 2023-06-30 13F-HR 88 983
2023-05-05 2023-03-31 13F-HR 92 918
2023-01-23 2022-12-31 13F-HR 89 860
2022-10-06 2022-09-30 13F-HR 90 772,024
2022-07-28 2022-06-30 13F-HR 93 810,093
2022-04-27 2022-03-31 13F-HR 99 925,269
2022-01-20 2021-12-31 13F-HR 97 998,488
2021-12-06 2021-09-30 13F-HR 89 857,183
2021-08-11 2021-06-30 13F-HR 92 867,621
2021-05-17 2021-03-31 13F-HR 86 817,073
2021-02-12 2020-12-31 13F-HR 86 788,622
2020-11-09 2020-09-30 13F-HR 82 706,624
2020-08-13 2020-06-30 13F-HR 79 656,494
2020-05-08 2020-03-31 13F-HR 72 543,772
2020-02-03 2019-12-31 13F-HR 83 669,475
2019-11-07 2019-09-30 13F-HR 82 622,624
2019-08-12 2019-06-30 13F-HR 64 602,843
2019-05-09 2019-03-31 13F-HR 64 584,173
2019-02-07 2018-12-31 13F-HR 60 516,491
2018-11-13 2018-09-30 13F-HR 63 592,654
2018-08-13 2018-06-30 13F-HR 67 544,109
2018-05-11 2018-03-31 13F-HR 62 547,106
2018-02-09 2017-12-31 13F-HR 61 565,250
2017-11-13 2017-09-30 13F-HR 59 528,688
2017-08-10 2017-06-30 13F-HR 62 515,565
2017-05-12 2017-03-31 13F-HR 64 510,784
2017-02-10 2016-12-31 13F-HR 63 481,773
2016-11-10 2016-09-30 13F-HR 62 467,146
2016-08-15 2016-06-30 13F-HR 66 445,139
2016-05-16 2016-03-31 13F-HR 49 424,983
2016-02-12 2015-12-31 13F-HR 45 383,575
2015-11-12 2015-09-30 13F-HR 45 358,986
2015-08-07 2015-06-30 13F-HR 46 397,039
2015-05-08 2015-03-31 13F-HR 49 408,869
2015-02-17 2014-12-31 13F-HR 50 423,140
2014-11-13 2014-09-30 13F-HR 49 418,238
2014-08-11 2014-06-30 13F-HR 48 420,039
2014-05-14 2014-03-31 13F-HR 48 393,678
2014-02-13 2013-12-31 13F-HR 49 395,726
2013-11-13 2013-09-30 13F-HR 50 364,563
2013-08-05 2013-06-30 13F-HR 48 337,177