MCDANIEL TERRY & CO

All 13F Filings

Location
Austin, TX
Most recent 13F
Q2 2026
Holdings value ($000)
1,279,919
Description
—
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
Q2 2026 7/30/2026 81 1,279,919 13F-HR MCDANIEL TERRY & CO
Q1 2026 5/5/2026 81 1,177,174 13F-HR MCDANIEL TERRY & CO
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.276 M 99.7% 102.2 K 0 102.2 K
ETFs 3.935 K 0.3% 537 0 537
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,279,919
Holdings
81
QoQ value change ($000)
102,745 (8.7%)
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.