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John J. Terril

Terril Brothers, Inc.

Assets Managed
$365.817M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-4.1%(2Q avg: 5.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Terril Brothers, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Terril Brothers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 365.817M in assets, with a quarterly growth rate of -4.1% and a 2-quarter average growth rate of 5.72%. The portfolio is managed by John J. Terril, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
C
Citigroup Inc
Recent Activity
Decreased -0.09%
12.58%
$45.987M
405,494 shares@ $113.42 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
10.53%
$38.491M
151,666 shares@ $253.79 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 0.17%
9.48%
$34.647M
690,180 shares@ $50.2 avg price
GMED
Globus Medical Inc - A
Recent Activity
Decreased -0.02%
7.57%
$27.689M
321,365 shares@ $86.16 avg price
CZR
Caesars Entertainment Inc
Recent Activity
Increased 15.55%
7.22%
$26.388M
998,410 shares@ $26.43 avg price
DIS
Walt Disney Co The
Recent Activity
Increased 0.07%
6.45%
$23.582M
244,676 shares@ $96.39 avg price
SOLV
Solventum Corp
Recent Activity
Increased 27%
6.17%
$22.544M
345,237 shares@ $65.3 avg price
KYN
Kayne Anderson Energy Infra
Recent Activity
Decreased -0.35%
5.74%
$20.969M
1.468M shares@ $14.29 avg price
WBD
Warner Bros Discovery Inc
Recent Activity
Decreased -0.93%
5.63%
$20.594M
749,946 shares@ $27.46 avg price
MOS
Mosaic Co The
Recent Activity
Increased 1.41%
5.39%
$19.705M
772,635 shares@ $25.51 avg price

1-10 of 75