MCDANIEL TERRY & CO
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,148,507
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 76 | 1,148,507 | 13F-HR | MCDANIEL TERRY & CO |
| Q3 2025 | 10/22/2025 | 90 | 1,242,242 | 13F-HR | MCDANIEL TERRY & CO |
| Q2 2025 | 7/31/2025 | 91 | 1,221,468 | 13F-HR | MCDANIEL TERRY & CO |
| Q2 2014 | 8/11/2014 | 48 | 420,039 | 13F-HR | MCDANIEL TERRY & CO |
| Q1 2014 | 5/14/2014 | 48 | 393,678 | 13F-HR | MCDANIEL TERRY & CO |
| Q4 2013 | 2/13/2014 | 49 | 395,726 | 13F-HR | MCDANIEL TERRY & CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.145 M | 99.7% | 0 | 91.44 K | -91.44 K |
| ETFs | 3.504 K | 0.3% | 0 | 2.295 K | -2.295 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
1,148,507
Holdings
76
QoQ value change ($000)
-93,735
(-7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.