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