Terry Smith's Portfolio Concentration: Analysis of Top Holdings as of March 31, 2026
An analysis of Terry Smith's Fundsmith portfolio concentration as of March 31, 2026, highlighting key holdings and their allocation percentages.
Terry Smith, managing the Fundsmith portfolio as of March 31, 2026, holds a substantial portfolio with a total value of $12.83 billion. This analysis focuses on the top holdings, which represent significant portions of the portfolio.
The largest position is Marriott International Inc New (MAR), accounting for 8.59% of the total portfolio. This is followed by Striker Corporation (SYK) at 7.84%, Waters Corporation (WAT) at 7.46%, and Visa Inc (V) at 7.31%. These four holdings alone make up nearly 31.2% of the portfolio, indicating a concentrated approach.
Terry Smith's portfolio is heavily weighted towards specific sectors. Among the top holdings, we see exposure to Consumer Cyclical (Marriott), Healthcare (Striker, Waters), Financial Services (Visa), Communication Services (Alphabet), Consumer Defensive (Philip Morris), and Technology (Automatic Data Processing, Microsoft).
Marriott International (MAR) represents a significant Consumer Cyclical position, making up 8.59% of the portfolio. Similarly, Striker Corporation (SYK) and Waters Corporation (WAT) are key holdings within the Healthcare sector, accounting for 7.84% and 7.46% respectively. Visa Inc (V) is the largest holding in the Financial Services sector at 7.31%.
The analysis reveals that Terry Smith's Fundsmith portfolio, as of March 31, 2026, is characterized by significant concentration in specific large-cap stocks across various sectors. For detailed insights into Terry Smith's investment strategy and holdings, visit InsiderSet.
For a closer look at the holdings, consider the following stocks:
Marriott International Inc New (MAR) - Consumer Cyclical, 8.59% allocation
Striker Corporation (SYK) - Healthcare, 7.84% allocation
Waters Corporation (WAT) - Healthcare, 7.46% allocation
Visa Inc (V) - Financial Services, 7.31% allocation
Alphabet Inc (GOOGL) - Communication Services, 6.63% allocation
Philip Morris International Inc (PM) - Consumer Defensive, 6.59% allocation
IDEXX Labs Inc (IDXX) - Healthcare, 6.42% allocation
Automatic Data Processing Inc (ADP) - Technology, 6.11% allocation
Microsoft Corporation (MSFT) - Technology, 6.00% allocation
Meta Platforms Inc (META) - Communication Services, 5.89% allocation
These top holdings demonstrate the concentrated nature of Terry Smith's Fundsmith portfolio as of March 31, 2026.