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.
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 |