Terry Smith - Fundsmith Investment Services Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  27
Portfolio Value  $7.09B

Portfolio Overview

Comprehensive analysis of Terry Smith's investment portfolio

27
Total Holdings
$7.1B
Portfolio Value
Mar 31, 2025
Latest Filing
10.3%
Largest Position

Top Holdings

1
META
META PLATFORMS INC
$731.1M
10.3%
-0.2%
2
SYK
STRYKER CORPORATION
$667.7M
9.4%
-0.1%
3
MSFT
MICROSOFT CORP
$664.8M
9.4%
-0.1%
4
PM
PHILIP MORRIS INTL INC
$546.1M
7.7%
-0.0%
5
V
VISA INC
$493.2M
7.0%
-0.1%

Recent Activity

FCNCA
First Citizens BancShares, Inc.
-10,369
Jun 30, 2025
MA
Mastercard Incorporated
-23,477
Jun 30, 2025
IESC
IES Holdings, Inc.
-33,400
Jun 30, 2025
Terry Smith - Fundsmith Investment Services Portfolio & Holdings (2024) | insiderset.com