Terry Smith Holdings Activity

Fundsmith Portfolio 13F

Fundsmith has disclosed a total of 29 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 5, bought 2 totally new, decreased the number of shares of 20 and completely sold out 2 position(s).

What stocks is Terry Smith buying now?

In the recent quarter Terry Smith has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ZTS) ZOETIS INC (added shares +1020.18%), (TXN) TEXAS INSTRUMENTS INC (added shares +60.28%), (INTU) INTUIT INC (new buy), (CPRX) CATALYST PHARMACEUTICALS INC (new buy) and (DOCS) DOXIMITY INC-CLASS A (added shares +67.47%).

What does Terry Smith invest in?

Terry Smith's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (10.19%), (MSFT) MICROSOFT CORP (9.17%), (SYK) STRYKER CORP (8.59%), (PM) PHILIP MORRIS INTERNATIONAL (7.81%) and (V) VISA INC-CLASS A SHARES (6.6%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -14.85%), (MSFT) MICROSOFT CORP (reduced shares -13.2%), (SYK) STRYKER CORP (reduced shares -4.96%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -3.91%) and (V) VISA INC-CLASS A SHARES (reduced shares -10.5%).

2025 Q1 (29 results)
ZTS
+1,020.18%
+2,122,029
+1.74%
$164.65
9.75% $148.60
1.91%
WAT
-0.59%
-21,325
-0.04%
$368.57
21.99% $287.53
6.06%
VRSN
-8.72%
-54,465
-0.06%
$253.87
11.64% $283.43
0.66%
VRSK
-20.84%
-80,966
-0.12%
$297.62
1.44% $301.90
0.45%
V
-10.50%
-485,543
-0.77%
$350.46
0.40% $349.05
6.60%
TXN
+60.28%
+1,025,182
+0.84%
$179.70
20.55% $216.62
2.23%
SYK
-4.96%
-250,226
-0.45%
$372.25
4.61% $389.41
8.59%
QLYS
+31.13%
+163,769
+0.10%
$125.93
10.62% $139.31
0.41%
PM
-3.91%
-439,283
-0.32%
$158.73
12.60% $178.73
7.81%
PG
-0.13%
-5,970
-0.00%
$170.42
8.99% $155.10
3.58%
PEP
-100.00%
-5,663,677
-3.92%
$152.06
5.80% $143.24
0.00%
PAYC
+28.18%
+88,626
+0.09%
$218.48
5.14% $229.71
0.41%
OTIS
-1.68%
-100,040
-0.05%
$103.20
3.64% $99.44
2.76%
MTD
-0.10%
-311
-0.00%
$1,180.91
1.18% $1,194.85
3.18%
MSFT
-13.20%
-816,871
-1.40%
$375.39
35.87% $510.05
9.17%
META
-14.85%
-677,556
-1.78%
$576.36
22.19% $704.28
10.19%
MAR
-0.09%
-3,780
-0.00%
$238.20
14.43% $272.58
4.61%
MA
-22.77%
-7,581
-0.04%
$548.12
0.83% $552.66
0.12%
INTU
buy
+181,628
+0.51%
$613.99
22.58% $752.63
0.51%
IEX
-100.00%
-299,063
-0.35%
$209.29
12.38% $183.38
0.00%
IDXX
-0.55%
-7,770
-0.03%
$419.95
22.54% $514.61
5.06%
HD
-21.22%
-30,903
-0.05%
$366.49
1.93% $359.40
0.19%
GOOGL
-0.07%
-5,065
-0.00%
$154.64
19.67% $185.06
4.82%
FTNT
-0.09%
-4,060
-0.00%
$96.26
9.52% $105.42
3.73%
EFX
-35.18%
-127,823
-0.14%
$243.56
8.02% $263.09
0.26%
DOCS
+67.47%
+270,849
+0.13%
$58.03
3.58% $60.11
0.31%
CPRX
buy
+2,151,274
+0.24%
$24.25
13.28% $21.03
0.24%
CHD
-0.14%
-9,635
-0.00%
$110.09
12.25% $96.60
3.43%
ADP
-9.97%
-297,388
-0.69%
$305.53
1.22% $301.79
6.28%
29 of 1,236

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.