MondegarAI
TERRIL BROTHERS, INC.

Q2 2025 · 13F-HR

TERRIL BROTHERS, INC.holdings as filed

Filed 2025-08-04 · accession 0001376474-25-000698

$265.6M
Reported value
65
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · TERRIL BROTHERS, INC. · Q2 2025

AI · grounded in 13F

TERRIL BROTHERS, INC. established a new position in C valued at $34.7M. The fund also initiated new stakes in AAPL for $31.2M and VZ for $27.5M. Additional new positions include KRE, WBD, and DIS. The fund ended the period with 65 positions and total AUM of $265.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
172967424CCITIGROUP INC$34.7M13.1%407,946CommonSOLE
037833100AAPLAPPLE INC$31.2M11.7%152,083CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$27.5M10.4%636,662CommonSOLE
78464A698KRESPDR SER TR$17.6M6.62%295,940CommonSOLE
934423104WBDWARNER BROS DISCOVERY$16.0M6.04%1,399,979CommonSOLE
254687106DISDISNEY WALT CO$16.0M6.02%128,985CommonSOLE
379577208GMEDGLOBUS MED INC$15.0M5.64%253,910CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$14.2M5.36%367,936CommonSOLE
486606106KYNKAYNE ANDERSN MLP MIDS INVT$13.6M5.11%1,066,750CommonSOLE
980745103WWDWOODWARD INC$12.8M4.81%52,100CommonSOLE
37960A438CLIPGLOBAL X T-BILL ETF$11.6M4.38%115,869CommonSOLE
83444M101SOLVSOLVENTUM$7.3M2.76%96,516CommonSOLE
61945C103MOSMOSAIC CO (THE)$6.1M2.31%168,095CommonSOLE
747525103QCOMQUALCOMM INC$4.6M1.73%28,800CommonSOLE
003009107ABERDEEN ASIA PACIFIC INCOM$4.4M1.66%276,940CommonSOLE
78468R200FLRNSPDR BARCLAYS INVT GRADE$3.9M1.46%126,145CommonSOLE
29273V100ETENERGY TRANSFER LP$3.2M1.19%174,714CommonSOLE
88579Y101MMM3M$3.0M1.14%19,845CommonSOLE
46625H100JPMJP MORGAN CHASE & CO$2.8M1.05%9,633CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.4M0.51%12,653CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M0.49%2,622CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.42%2,302CommonSOLE
18469P209EMOCLEARBRIDGE ENG OP$1.1M0.41%22,474CommonSOLE
060505104BACBANK OF AMERICA CORP$853,6530.32%18,040CommonSOLE
02079K107GOOGALPHABET INC CLASS C$737,9420.28%4,160CommonSOLE
931142103WMTWALMART INC$704,6030.27%7,206CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$676,8540.25%558CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$619,3020.23%4,543CommonSOLE
00206R102TAT&T INC$596,3090.22%20,605CommonSOLE
532457108LLYELI LILLY & CO$548,0090.21%703CommonSOLE
191216100KOCOCA COLA CO$533,3840.20%7,539CommonSOLE
G9456A100GLNGGOLAR LNG LTD$503,5480.19%12,225CommonSOLE
097023105BABOEING CO.$483,5950.18%2,308CommonSOLE
478160104JNJJOHNSON & JOHNSON$480,5510.18%3,146CommonSOLE
651718504NPKINEWPARK RES INC$442,6900.17%52,020CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$378,3190.14%12,868CommonSOLE
369604301GEGENERAL ELECTRIC$361,8900.14%1,406CommonSOLE
464287606IJKISHARES TR$355,3680.13%3,906CommonSOLE
760759100RSGREPUBLIC SERVICES I$349,6930.13%1,418CommonSOLE
015658107ASTLALGOMA STEEL$341,0550.13%49,500CommonSOLE
G54950103LINLINDE PLC$334,9950.13%714CommonSOLE
540424108LLOEWS$327,7760.12%3,576CommonSOLE
165167735EXEEXPAND ENERGY CORP$315,7380.12%2,700CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$303,9970.11%1,725CommonSOLE
72651A207PAGPPLAINS GP HLDGS LP$299,5520.11%15,417CommonSOLE
031100100AMEAMETEK INC$297,6790.11%1,645CommonSOLE
278642103EBAYEBAY$295,6060.11%3,970CommonSOLE
166764100CVXCHEVRON CORP$284,6620.11%1,988CommonSOLE
92203C303VUSBVANGUARD BD FD$284,2300.11%5,700CommonSOLE
74762E102QUREQUANTA SERVICES$283,5600.11%750CommonSOLE
458140100INTCINTEL CORP$282,8670.11%12,628CommonSOLE
023135106AMZNAMAZON.COM INC$274,2370.10%1,250CommonSOLE
45866F104ICEINTERCONTINENTAL EXC$252,4550.10%1,376CommonSOLE
32020R109FFINFIRST FINL BANKSHARES$251,8600.09%7,000CommonSOLE
46641Q837JPSTJP MORGAN EXCHANGE TRADED FD$243,2640.09%4,800CommonSOLE
571748102MRSHMARSH & MCLENNAN$235,9130.09%1,079CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$220,3680.08%2,445CommonSOLE
17275R102CSCOCISCO SYSTEMS$219,3100.08%3,161CommonSOLE
46138E354SPLVINVESCO S&P500 LOW V$218,3870.08%2,999CommonSOLE
46438F101IBITISHARES BITCOIN TR$216,6830.08%3,540CommonSOLE
293792107EPDENTERPRISE LP$203,8910.08%6,575CommonSOLE
260003108DOVDOVER CORP$200,2700.08%1,093CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$126,5000.05%22,000CommonSOLE
015857105AQNALGONQUIN POWER$116,4620.04%20,325CommonSOLE
644535106NGDNNEW GOLD INC CDA$49,5000.02%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.