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Terril Brothers, Inc.
Terril Brothers, Inc. (operating as Terril & Company) is an independent wealth management and investment advisory firm based in Saint Louis, Missouri. Founded in 1979 by John 'Joe' Terril, the firm primarily serves high net worth individuals, trusts, retirement plans, and charitable organizations, focusing on personalized service and referral-driven growth. Terril Brothers, Inc. emphasizes a highly personal approach, with staff members handling their own client communications, and their revenue derives solely from client fees. The firm manages assets for over 1,000 accounts, primarily for individuals, and has a staff of approximately 13-15 employees.
Investment Strategy
Terril Brothers, Inc. applies a disciplined, contrarian investment strategy, aiming for long-term value and reliable returns that align with each client's risk profile. The firm avoids market hype, instead selecting investments based on their independent potential for positive long-term results. Its philosophy emphasizes capital preservation during downturns, real, risk-adjusted returns, and consistent income generation for retirement accounts. Terril & Company derives its revenue solely from client fees, avoiding conflicts of interest by refusing compensation tied to client accounts from any other source. The investment process is centered on cumulative returns, careful compounding, and minimizing losses during adverse market conditions.
Latest 13F Filing Activity
Terril Brothers, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $266M. The fund increased holdings in Globus Med Inc., Global X T-bill Etf, Warner Bros Discovery among other positions. Terril Brothers, Inc. reduced exposure to Kayne Andersn MLP Mids Invt, Cleveland-cliffs Inc. New, 3m among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | CITIGROUP INC | 13.07% | $34.7M | 407,946 | $52.74 | $85.12 | +$5.7M |
A AAPL | APPLE INC | 11.75% | $31.2M | 152,083 | $27.58 | $205.17 | -$2.6M |
V VZ | VERIZON COMMUNICATIONS INC | 10.37% | $27.5M | 636,662 | $43.98 | $43.27 | -$1.3M |
K KRE | SPDR SER TR | 6.62% | $17.6M | 295,940 | $49.73 | $59.39 | +$693.4K |
W WBD | WARNER BROS DISCOVERY | 6.04% | $16.0M | 1,399,979 | $10.60 | $11.46 | +$8.2M |
Industry Allocation
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