Terry Smith - Fundsmith Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $21.97B |
Portfolio Overview
Comprehensive analysis of Terry Smith's investment portfolio
37
Total Holdings
$21.9B
Portfolio Value
Healthcare
Top Sector
7
Sectors
Investment Strategy Insights
- • Terry Smith maintains a diversified portfolio across 7 sectors
- • Top 5 holdings represent 42.4% of the portfolio
- • Largest position: META PLATFORMS INC (META) at 10.2%
Trends by sector
Investment Adjustments from Previous Filing
Fundsmith Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| META META PLATFORMS INC | 10.19% | $2,238,464,663 |
| MSFT MICROSOFT CORP | 9.17% | $2,015,905,113 |
| SYK STRYKER CORPORATION | 8.59% | $1,887,004,861 |
| PM PHILIP MORRIS INTL INC | 7.81% | $1,715,219,237 |
| V VISA INC | 6.60% | $1,449,861,431 |
| ADP AUTOMATIC DATA PROCESSING IN | 6.28% | $1,379,131,561 |
| WAT WATERS CORP | 6.06% | $1,331,716,018 |
| IDXX IDEXX LABS INC | 5.06% | $1,112,166,603 |
| GOOGL ALPHABET INC | 4.82% | $1,058,234,458 |
| MAR MARRIOTT INTL INC NEW | 4.61% | $1,012,721,592 |
| FTNT FORTINET INC | 3.73% | $820,427,830 |
| PG PROCTER AND GAMBLE CO | 3.58% | $787,409,591 |
| CHD CHURCH & DWIGHT CO INC | 3.43% | $753,839,734 |
| MTD METTLER TOLEDO INTERNATIONAL | 3.18% | $697,726,503 |
| OTIS OTIS WORLDWIDE CORP | 2.76% | $605,447,258 |
| TXN TEXAS INSTRS INC | 2.23% | $489,828,416 |
| ZTS ZOETIS INC | 1.91% | $419,279,085 |
| NKE NIKE INC | 1.77% | $389,489,729 |
| BF-B BROWN FORMAN CORP | 1.49% | $327,109,681 |
| VRSN VERISIGN INC | 0.66% | $144,714,785 |
| INTU INTUIT | 0.51% | $111,517,776 |
| VRSK VERISK ANALYTICS INC | 0.45% | $98,400,315 |
| CHH CHOICE HOTELS INTL INC | 0.44% | $97,446,180 |
| GGG GRACO INC | 0.43% | $95,171,420 |
| MSCI MSCI INC | 0.43% | $94,223,045 |
| QLYS QUALYS INC | 0.41% | $90,493,550 |
| PAYC PAYCOM SOFTWARE INC | 0.41% | $90,343,665 |
| CLX CLOROX CO DEL | 0.41% | $90,337,433 |
| ROL ROLLINS INC | 0.39% | $86,313,627 |
| DOCS DOXIMITY INC | 0.31% | $69,048,852 |
| EXPO EXPONENT INC | 0.31% | $67,804,826 |
| SABR SABRE CORP | 0.27% | $60,412,457 |
| EFX EQUIFAX INC | 0.26% | $57,359,598 |
| CPRX CATALYST PHARMACEUTICALS INC | 0.24% | $52,168,395 |
| HD HOME DEPOT INC | 0.19% | $42,049,597 |
| MEDP MEDPACE HLDGS INC | 0.18% | $38,859,249 |
| MA MASTERCARD INCORPORATED | 0.12% | $27,106,726 |