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%).

2024 Q4 (27 results)
MEDP
buy
+127,537
+0.18%
$332.23
2.63% $323.50
0.18%
DOCS
buy
+607,479
+0.16%
$53.39
12.76% $60.20
0.16%
SYK
-0.05%
-2,844
-0.00%
$360.05
8.17% $389.46
8.19%
IDXX
-0.05%
-1,307
-0.00%
$413.44
29.01% $533.37
4.69%
GOOGL
-0.06%
-3,370
-0.00%
$189.30
4.81% $180.19
5.53%
MTD
-0.08%
-368
-0.00%
$1,223.68
0.02% $1,223.93
3.09%
PG
-0.15%
-5,134
-0.00%
$167.65
6.32% $157.05
3.31%
MAR
-0.27%
-11,315
-0.01%
$278.94
0.97% $281.65
5.06%
WAT
-0.31%
-8,091
-0.02%
$370.98
4.87% $352.91
5.75%
CHD
-0.37%
-25,654
-0.01%
$104.71
6.36% $98.05
3.06%
PEP
-1.33%
-76,311
-0.05%
$152.06
11.05% $135.26
0.00%
MA
-1.47%
-775
-0.00%
$526.57
4.48% $550.18
0.14%
HD
-1.47%
-2,176
-0.00%
$388.99
4.86% $370.07
0.24%
ZTS
-1.47%
-3,397
-0.00%
$162.93
4.89% $154.96
0.16%
NKE
-2.60%
-127,813
-0.05%
$75.67
4.02% $72.63
1.98%
OTIS
-2.84%
-174,451
-0.07%
$92.61
7.43% $99.49
2.36%
BF.B
-3.72%
-372,626
-0.06%
$37.98
23.62% $29.01
1.56%
META
-6.36%
-310,012
-0.77%
$585.51
22.54% $717.51
11.39%
PM
-6.39%
-767,484
-0.39%
$120.35
49.49% $179.91
5.77%
ADP
-10.02%
-558,108
-0.70%
$292.73
3.39% $302.65
6.26%
MSFT
-10.34%
-713,242
-1.28%
$421.50
19.41% $503.32
11.12%
FTNT
-15.69%
-1,333,810
-0.64%
$94.48
4.85% $99.06
3.44%
V
-16.66%
-924,264
-1.25%
$316.04
10.09% $347.93
6.23%
MKC
-100.00%
-1,296,117
-0.61%
$82.30
12.58% $71.95
0.00%
MCD
-100.00%
-94,403
-0.12%
$304.51
1.51% $299.91
0.00%
AAPL
-100.00%
-1,558,589
-1.55%
$233.00
9.37% $211.16
0.00%
CGNX
-100.00%
-1,906,276
-0.33%
$40.50
15.21% $34.34
0.00%
27 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.