Terry Smith Top Holdings Analysis: March 31, 2026 Portfolio Breakdown
Detailed analysis of Terry Smith's top holdings as of March 31, 2026, highlighting significant investments and share changes.
As of March 31, 2026, Terry Smith's portfolio at Fundsmith Investment Services totals $4.41 billion, with a significant allocation to top holdings across various sectors. This analysis focuses on the investor's largest positions, showcasing their strategic approach to investing.
Terry Smith's portfolio demonstrates a strong bias towards healthcare and technology sectors, with several companies holding substantial allocations. Among the top holdings, Marriott International (MAR) maintains an 8.9% allocation, while Striker Corporation (SYK) holds steady at 8.85%. The portfolio includes prominent names like Visa (V) at 7.04% and Waters Corporation (WAT) at 7.4%, reflecting a diversified yet concentrated approach.
Marriott International (MAR) represents a core holding in Smith's portfolio, with a slight reduction in shares (-18.07%) from the previous period. Similarly, Striker Corporation (SYK) experienced a significant decrease in shares (-23.68%), though it remains a substantial position at 8.85% of the total portfolio. These changes reflect the dynamic nature of Smith's investment strategy.
Visa (V) and Waters Corporation (WAT) both feature prominently in the top holdings, with allocations of 7.04% and 7.4% respectively. Both companies saw reductions in their share counts during the period, with Visa experiencing a 17.94% decrease and Waters a 19.13% reduction. Despite these changes, these companies remain key components of Smith's investment strategy.
The healthcare sector is well-represented in Smith's portfolio, with multiple holdings including Mettler Toledo International (MTD) at 6.38%, IDEXX Labs (IDXX) at 6.14%, and several others. These positions show varying levels of share reduction, with IDEXX experiencing a particularly steep decline of 30.04% in shares.
Tech companies also feature prominently, with Automatic Data Processing (ADP) and Meta Platforms (META) holding significant positions. ADP maintains a 6.12% allocation, while META represents 6.09% of the portfolio. Both companies saw substantial reductions in their share counts during the period.
For more detailed information about Terry Smith's investment approach and performance, please visit https://www.insiderset.com/investor/terry-smith-fundsmith-investment-services. Investors can also explore each stock individually, including Marriott International (MAR), Striker Corporation (SYK), and other holdings by visiting their respective pages on the platform.