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Portfolio (Quarterly) Guide ↗

MCDANIEL TERRY & CO

· CIK 0001104366
13F Portfolio $1.2B AUM 81 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 44 Added 10 Reduced
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOK Nokia ADR Technology 14,968.0 $120K 0.01% $8.04 +94.4%
Page 5 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 35.7%
Technology 35.4%
Healthcare 12.2%
Consumer Defensive 6.4%
Basic Materials 5.4%
Consumer Cyclical 2.2%
Energy 1.7%
Financial Services 0.6%
Communication Services 0.4%
Utilities 0.1%