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Mcdaniel Terry & Co.
Terry McDaniel & Company is an independent investment counseling firm headquartered in Austin, Texas. Founded in 1985 by Terry McDaniel, the firm specializes in personalized investment management for high net worth individuals, families, and charitable organizations, and operates as a Sub-S Corporation. The firm employs a team of 7 financial advisors and manages discretionary and non-discretionary portfolios, primarily serving high net worth clients and retail investors.
Investment Strategy
Terry McDaniel & Company manages portfolios for high net worth individuals, retail investors, and charitable organizations with a focus on asset-based fee structures. Their investment strategy centers on custom-tailored portfolio management in stocks and bonds, designed to meet each client’s long-term financial objectives. The firm applies a disciplined investment process with a focus on quality, diversification, and long-term growth, maintaining a high level of client engagement and direct advisory.
Latest 13F Filing Activity
Mcdaniel Terry & Co. filed their most recent 13F report on Sep 30, 2025 disclosing 90 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple, Taiwan Semiconductor, Amphenol among other positions. Mcdaniel Terry & Co. reduced exposure to Becton Dickinson, Intuitive Surgical, Intuit among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 12.89% | $160.1M | 309,124 | $60.40 | $517.95 | +$4.8M |
A AAPL | Apple | 7.33% | $91.1M | 357,784 | $44.46 | $254.63 | +$17.4M |
T TSM | Taiwan Semiconductor | 6.43% | $79.9M | 286,141 | $47.22 | $279.29 | +$14.9M |
A ADP | Automatic Data Processing | 4.57% | $56.8M | 193,493 | $67.96 | $293.50 | -$3.0M |
N NDSN | Nordson | 4.30% | $53.4M | 235,230 | $64.86 | $226.95 | +$3.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Austin, TX , United States | |
 | Senior Analyst and Portfolio Manager | Austin, TX , United States | |
J Jeff Lucado | Portfolio Manager | Austin, TX , United States | |
T Terry McDaniel | Analyst | Austin, TX , United States |
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