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| Happy Holidays!! thanks for using AUM13F!! |
| Terril Brothers Inc
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| CRD # | 110422 |
| SEC # | 801-15619 |
| CIK # | 0000314169 |
| AUM | $864.1 M (2025-03-20) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 314-965-0344 |
| Address | 6 City Place Drive Saint Louis, MO 63141-7102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000314169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 34.7 | ||
| Apple Inc | 31.2 | ||
| Verizon Communications Inc | 27.5 | ||
| Discovery Communications Inc | 16.0 | ||
| Walt Disney Co | 16.0 | ||
| Globus Medical Inc | 15.0 | ||
| Western Gas Equity Partners LP | 14.2 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 13.6 | ||
| Woodward Governor Co | 12.8 | ||
| Solventum Corp | 7.3 | ||
| Mosaic Co | 6.1 | ||
| Qualcomm Inc/DE | 4.6 | ||
| Energy Transfer Equity LP | 3.2 | ||
| 3M Co | 3.0 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Exxon Mobil Corp | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Palantir Technologies Inc | 0.6 | ||
| AT&T Inc | 0.6 | ||
| Lilly Eli & Co | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 67.1 |
| (b) Individuals (high net worth individuals) | 205 | 706.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 43.0 |
| (h) Charitable organizations | 2 | 36.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 864.1 |
| By Discretionary | ||
| Discretionary | 1,068 | 864.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,068 | 864.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 864.1 | |
| Total | 1,068 | 864.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000314169] | |
| SC 13G | [0000314169] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Terril Brothers Inc | Jason Industries Inc | [2015-02-04] |
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