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Terry Smith

Terry Smith

Fundsmith

Value

17.1B

Stocks

37 Stocks (2 new)

Turnover

0.49%

CIK

1569205

Top Holdings

WAT(7.90%) SYK(7.57%) IDXX(7.42%) V(7.24%) MAR(7.21%)

About Investor

Established investor leading Fundsmith, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
WAT - WATERS CORP Health Care 1,351.43M 3,557,978 7.90% -397,520 -10.05% 32,029M
SYK - STRYKER CORPORATION Health Care 1,296.05M 3,687,511 7.57% -903,782 -19.68% 143,497M
IDXX - IDEXX LABS INC Health Care 1,269.19M 1,876,035 7.42% -734,422 -28.13% 50,764M
V - VISA INC Financials 1,239.65M 3,534,684 7.24% -319,652 -8.29% 620,675M
MAR - MARRIOTT INTL INC NEW Consumer Discretionary 1,234.73M 3,979,927 7.21% -248,371 -5.87% 94,507M
GOOGL - ALPHABET INC Communication Services 1,095.04M 3,498,519 6.40% -2,790,833 -44.37% 3,657,770M
ADP - AUTOMATIC DATA PROCESSING IN Information Technology 1,074.70M 4,177,969 6.28% -133,634 -3.10% 87,890M
MSFT - MICROSOFT CORP Information Technology 1,005.92M 2,079,971 5.88% -503,398 -19.49% 2,969,829M
PM - PHILIP MORRIS INTL INC Consumer Staples 982.39M 6,124,597 5.74% -1,063,547 -14.80% 284,234M
META - META PLATFORMS INC Communication Services 900.06M 1,363,539 5.26% -195,125 -12.52% 1,614,716M
MTD - METTLER TOLEDO INTERNATIONAL Health Care 809.34M 580,507 4.73% -10,147 -1.72% 28,071M
PG - PROCTER AND GAMBLE CO Consumer Staples 608.79M 4,248,048 3.56% -328,992 -7.19% 366,353M
CHD - CHURCH AND DWIGHT CO INC Consumer Staples 564.18M 6,728,404 3.30% -66,240 -0.97% 24,548M
FTNT - FORTINET INC Information Technology 517.44M 6,516,011 3.02% -1,904,081 -22.61% 61,615M
ZTS - ZOETIS INC Health Care 490.80M 3,900,803 2.87% 285,672 7.90% 56,470M
TXN - TEXAS INSTRS INC Information Technology 455.16M 2,623,552 2.66% -98,329 -3.61% 201,896M
INTU - INTUIT Information Technology 414.42M 625,619 2.42% 21,163 3.50% 109,296M
NKE - NIKE INC Consumer Discretionary 367.62M 5,770,181 2.15% -359,302 -5.86% 97,056M
OTIS - OTIS WORLDWIDE CORP Industrials 271.87M 3,112,380 1.59% -2,706,771 -46.51% 35,885M
MSCI - MSCI INC Financials 95.59M 166,619 0.56% 0 - 40,839M
ROL - ROLLINS INC Consumer Discretionary 88.75M 1,478,629 0.52% 0 - 29,048M
QLYS - QUALYS INC Information Technology 86.09M 647,806 0.50% -223,053 -25.61% 3,760M
PAYC - PAYCOM SOFTWARE INC Information Technology 83.41M 523,433 0.49% 0 - 6,812M
ODD - ODDITY TECH LTD Consumer Staples 83.34M 2,074,167 0.49% 657,211 46.38% 1,708M
CPRX - CATALYST PHARMACEUTICALS INC Health Care 78.51M 3,363,807 0.46% 0 - 2,998M
NSSC - NAPCO SEC TECHNOLOGIES INC Industrials 74.22M 1,779,857 0.43% 0 - 1,554M
DOCS - DOXIMITY INC Health Care 73.06M 1,650,002 0.43% 294,058 21.69% 4,861M
NTNX - NUTANIX INC Information Technology 71.19M 1,377,158 0.42% 1,377,158 New Buy 11,189M
VRT - VERTIV HOLDINGS CO Industrials 66.58M 410,944 0.39% -180,506 -30.52% 92,478M
VRSN - VERISIGN INC Information Technology 65.75M 270,634 0.38% 0 - 20,325M
CLX - CLOROX CO DEL Consumer Staples 61.86M 613,497 0.36% 0 - 14,995M
MANH - MANHATTAN ASSOCIATES INC Information Technology 49.97M 288,332 0.29% 0 - 8,634M
GGG - GRACO INC Industrials 47.46M 579,016 0.28% -321,529 -35.70% 15,499M
MEDP - MEDPACE HLDGS INC Health Care 46.37M 82,567 0.27% -44,970 -35.26% 12,610M
ADMA - ADMA BIOLOGICS INC Health Care 38.34M 2,102,054 0.22% 2,102,054 New Buy 3,803M
SABR - SABRE CORP Information Technology 29.24M 21,499,095 0.17% 0 - 434M
HD - HOME DEPOT INC Consumer Discretionary 27.60M 80,206 0.16% -4,654 -5.48% 379,847M

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