McDaniel Terry & Co has disclosed its latest investment moves in a recent filing, revealing total holdings valued at over $1.3 billion. The company’s 13F filing, submitted on November 5, 2026, highlights its strategic asset allocation and investment choices as it navigates the current market landscape.

This filing is significant as it provides insight into the firm's investment strategies and portfolio management practices. With a total of 81 entries in its holdings, McDaniel Terry & Co continues to demonstrate a robust approach to managing assets, which may influence trends within the investment advisory sector.

Company Background

McDaniel Terry & Co is an investment management firm based in Austin, Texas. The firm operates under the Central Index Key (CIK) 0001104366 and has been active in filing various forms with the SEC, including the recent 13F-HR. The firm’s fiscal year ends on December 31, and it has a history of filing reports that reflect its investment activities.

What the Filing Says

The 13F filing indicates that as of September 30, 2026, McDaniel Terry & Co holds a total of $1,338,625,598 in assets. The filing includes a total of 81 entries, showcasing a diverse range of investments across various sectors. The firm is known for exercising sole investment discretion over its holdings.

Impact

This update may particularly affect clients and investors who follow McDaniel Terry & Co's investment strategies. The firm’s choices could serve as a benchmark for other players in the investment advisory space, potentially influencing their own asset allocation decisions. Competitors may analyze the firm's holdings to gauge market trends and investor sentiment.

What's Next

The filing does not specify what happens next for McDaniel Terry & Co, but it is expected that the firm will continue to monitor market conditions and adjust its portfolio accordingly. Investors and analysts will likely keep a close eye on future filings to assess any changes in strategy or significant shifts in asset allocation.

Source: SEC Accession Number 0001104366-26-000009