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Terry McDaniel & Company
Terry P. McDaniel · Investment Advisor · Value
Terry McDaniel & Company is an independent investment counseling firm based in Austin, Texas, founded in 1985 by Terry P. McDaniel. As an SEC-registered investment advisor, the firm provides comprehensive portfolio management services to individuals, families, and charitable organizations. It specializes in managing personalized accounts using a research-intensive approach to select high-quality individual securities. With a strong commitment to fiduciary integrity, the firm tailors each investment strategy to the client's specific financial needs, including risk assessment, income requirements, and tax considerations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.2% |
| YTD return | +10.5% |
| Sharpe ratio | 3.50 |
| Win rate | 63% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.tmcdanco.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 13.6% | -1.6% |
| TSM | Taiwan Semiconductor Manufacturing | 10.3% | +47.3% |
| AAPL | Apple Inc | 10.1% | +21.5% |
| NDSN | Nordson Corporation | 6.8% | +39.3% |
| APH | Amphenol Corporation | 5.7% | +31.9% |
| ADP | Automatic Data Processing Inc | 4.9% | -2.0% |
| ITW | Illinois Tool Works Inc | 4.6% | +4.6% |
| DCI | Donaldson Company Inc | 4.5% | +10.6% |
| JNJ | Johnson & Johnson | 4.4% | +47.1% |
| PCAR | PACCAR Inc | 4.3% | +26.5% |
| ECL | Ecolab Inc | 4.2% | +3.6% |
| EMR | Emerson Electric Company | 3.9% | +16.6% |
| DOV | Dover Corporation | 3.8% | +14.4% |
| KO | The Coca-Cola Company | 3.5% | +31.6% |
| CTAS | Cintas Corporation | 3.3% | +0.3% |
| PG | Procter & Gamble Company | 2.8% | -3.5% |
| AMZN | Amazon.com Inc | 2.8% | +16.0% |
| ISRG | Intuitive Surgical Inc | 2.3% | -16.3% |
| TXN | Texas Instruments Incorporated | 2.2% | -7.1% |
| SYK | Stryker Corporation | 2.0% | -7.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | SYK | 0.0% → 2.0% |
| Aug 31, 2026 | BUY | JNJ | 4.3% → 4.4% |
| Aug 31, 2026 | BUY | DOV | 4.1% → 3.8% |
| Aug 31, 2026 | SELL | TXN | 2.4% → 2.2% |
| Aug 31, 2026 | SELL | PG | 2.8% → 2.8% |
Investment Style Analysis
Terry McDaniel & Company is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Industrial Machinery and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Terry McDaniel & Company made a significant move by increasing exposure to SYK. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Terry McDaniel & Company’s investment philosophy is built on a research-driven, disciplined approach that emphasizes the selection of high-quality individual stocks and bonds. The firm focuses on fundamental analysis across major sectors to construct diversified portfolios tailored to the unique financial goals, risk tolerances, and tax situations of its clients. By prioritizing fiduciary integrity and a long-term perspective, the firm aims to balance growth potential with capital preservation, ensuring personalized stewardship through various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Terry McDaniel & Company.
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Frequently asked questions
How is the simulated portfolio for Terry McDaniel & Company constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Terry McDaniel & Company's largest holding?
As of the latest filing, Terry McDaniel & Company's top position is Microsoft Corporation (MSFT), representing 13.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Terry McDaniel & Company's historical performance and risk profile?
Our simulation indicates a total return of +14.2% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 3.50, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Terry McDaniel & Company primarily invest in?
Terry McDaniel & Company has a strong preference for the Specialty Industrial Machinery sector, which makes up 23.7% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Terry McDaniel & Company's portfolio concentrated or diversified?
Terry McDaniel & Company runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Terry McDaniel & Company performed in 2026?
Our AI-simulated model portfolio for Terry McDaniel & Company tracks a Year-to-Date (YTD) return of +10.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Terry P. McDaniel manage Terry McDaniel & Company directly?
Yes, Terry P. McDaniel serves as the key portfolio manager for Terry McDaniel & Company, overseeing the investment strategy and final capital allocation decisions.