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Latest TERRIL BROTHERS, INC. Stock Portfolio

$365Million– No. of Holdings #73

TERRIL BROTHERS, INC. Performance:
2026 Q1: 0.84%YTD: 0.84%2025: 9.94%
Performance for 2026 Q1 is 0.84%, and YTD is 0.84%, and 2025 is 9.94%.

About TERRIL BROTHERS, INC. and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Terril Brothers, Inc. reported an equity portfolio of $365.8 Millions as of 31 Mar, 2026.

The top stock holdings of Terril Brothers, Inc. are C, AAPL, VZ. The fund has invested 12.6% of it's portfolio in CITIGROUP INC and 10.5% of portfolio in APPLE INC.

The fund managers got completely rid off SPDR SER TR (BIL), O'REILLY AUTOMOTIVE (ORLY) and ALTRIA GROUP INC (MO) stocks. They significantly reduced their stock positions in WOODWARD INC (WWD), KINDER MORGAN INC DEL (KMI) and NVIDIA CORPORATION (NVDA). Terril Brothers, Inc. opened new stock positions in VANGUARD MALVERN FDS (VTIP), COSTCO WHOLESALE (COST) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to TOAST INC (TOST), SOLVENTUM and GENERAL ELECTRIC (GE).
TERRIL BROTHERS, INC. Equity Portfolio Value
Last Reported on: 07 May, 2026

TERRIL BROTHERS, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Terril Brothers, Inc. made a return of 0.84% in the last quarter. In trailing 12 months, it's portfolio return was -8.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard malvern fds528,221
energy transfer lp313,836
costco wholesale305,904
caterpillar inc281,967
qnity electronics inc236,529
meta platforms inc204,250
ishares tr s&p small cap 600202,305
New stocks bought by TERRIL BROTHERS, INC.

Additions

Ticker% Inc.
toast inc1,297
solventum26.99
general electric17.57
ge vernova inc15.56
caesars entertainment15.54
at&t inc12.7
abbvie inc10.41
sprott inc10.00
Additions to existing portfolio by TERRIL BROTHERS, INC.

Reductions

Ticker% Reduced
woodward inc-76.45
kinder morgan inc del-46.43
nvidia corporation-25.94
palantir technologies inc-19.34
amazon.com inc-13.12
core labs-12.52
clearbridge eng op-9.78
microsoft corp-5.79
TERRIL BROTHERS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
spdr ser tr-19,165,300
plains gp hldgs lp-275,941
new gold inc cda-90,148
altria group inc-284,840
o'reilly automotive-398,588
TERRIL BROTHERS, INC. got rid off the above stocks

Sector Distribution

Terril Brothers, Inc. has about 22.4% of it's holdings in Communication Services sector.

  • Communication Services
  • Others
  • Financial Services
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Energy
  • Basic Materials
  • Industrials
Sector%
Communication Services22.4
Others19.2
Financial Services13.9
Technology13.1
Healthcare8.2
Consumer Cyclical7.5
Energy7.1
Basic Materials5.4
Industrials2.4

Market Cap. Distribution

Terril Brothers, Inc. has about 68% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP37.4
LARGE-CAP30.6
UNALLOCATED19.1
MID-CAP12.7

Stocks belong to which Index?

About 64.8% of the stocks held by Terril Brothers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50064.8
Others35
Top 5 Winners (%)%
EPD
enterprise lp
1080.7 %
GLNG
golar lng ltd
45.4 %
SII
sprott inc
43.0 %
XOM
exxon mobil corp
40.6 %
CVX
chevron corp
35.8 %
Top 5 Winners ($)$
VZ
verizon communications inc
6.5 M
CZR
caesars entertainment
2.8 M
kayne andersn mlp mids invt
2.8 M
EPD
enterprise lp
2.3 M
WWD
woodward inc
1.7 M
Top 5 Losers (%)%
AVTR
avantor inc.
-31.6 %
QCOM
qualcomm inc
-24.7 %
MSFT
microsoft corp
-22.8 %
solventum
-16.0 %
PLTR
palantir technologies inc
-16.0 %
Top 5 Losers ($)$
solventum
-4.3 M
DIS
disney walt co
-4.3 M
AAPL
apple inc
-2.7 M
C
citigroup inc
-1.3 M
QCOM
qualcomm inc
-1.2 M

TERRIL BROTHERS, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TERRIL BROTHERS, INC.

Terril Brothers, Inc. has 73 stocks in it's portfolio. About 76.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VZ was the most profitable stock for Terril Brothers, Inc. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions