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 Q3 (26 results)
TXN
+10.09%
+155,849
+0.13%
$206.57
5.71% $218.36
1.39%
CLX
+7.59%
+43,291
+0.03%
$162.91
23.78% $124.17
0.40%
MCD
+1.11%
+1,032
+0.00%
$304.51
1.61% $299.62
0.00%
ZTS
+1.10%
+2,521
+0.00%
$195.38
21.76% $152.86
0.18%
MA
+1.10%
+710
+0.00%
$493.80
11.45% $550.36
0.13%
HD
+1.10%
+1,615
+0.00%
$405.20
11.49% $358.64
0.24%
MTD
+0.06%
+252
+0.00%
$1,499.70
22.08% $1,168.56
3.51%
OTIS
+0.05%
+2,950
+0.00%
$103.94
4.39% $99.38
2.53%
MAR
+0.05%
+2,144
+0.00%
$248.60
10.58% $274.90
4.20%
IDXX
+0.04%
+742
+0.00%
$505.22
4.24% $526.66
5.32%
GOOGL
+0.04%
+2,828
+0.00%
$165.85
9.74% $182.00
4.50%
V
-0.10%
-5,689
-0.01%
$274.95
26.21% $347.02
6.03%
WAT
-0.23%
-5,450
-0.01%
$359.89
19.54% $289.56
5.19%
ADP
-0.25%
-11,501
-0.02%
$276.73
7.75% $298.18
6.10%
PG
-0.30%
-9,657
-0.01%
$173.20
11.85% $152.68
3.17%
SYK
-0.36%
-19,443
-0.03%
$361.26
8.12% $390.59
7.63%
PEP
-0.37%
-21,099
-0.01%
$170.05
21.31% $133.81
3.86%
CHD
-0.46%
-25,588
-0.01%
$104.72
8.79% $95.51
2.85%
FTNT
-1.63%
-167,371
-0.05%
$77.55
35.31% $104.93
3.10%
MSFT
-3.37%
-240,340
-0.41%
$430.30
17.55% $505.82
11.75%
VRSK
-9.99%
-46,366
-0.05%
$267.96
12.01% $300.14
0.44%
BF.B
-10.13%
-1,128,244
-0.22%
$49.20
44.13% $27.49
1.95%
PM
-17.01%
-2,461,786
-1.18%
$121.40
49.03% $180.92
5.77%
EXPO
-17.84%
-181,621
-0.08%
$115.28
37.25% $72.34
0.38%
EFX
-20.74%
-75,571
-0.11%
$293.86
12.41% $257.39
0.42%
MKC
-82.80%
-6,240,255
-2.71%
$82.30
14.03% $70.75
0.00%
26 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.