- Portfolio
- Activity
Terry Smith Holdings Activity
Fundsmith Portfolio 13F
Fundsmith has disclosed a total of 34 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 25 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 (INTU) INTUIT INC (added shares +102.91%), (VRT) VERTIV HOLDINGS CO (new buy), (MANH) MANHATTAN ASSOCIATES INC (new buy), (ZTS) ZOETIS INC (added shares +13.29%) and (NSSC) NAPCO SECURITY TECHNOLOGIES (new buy).
What does Terry Smith invest in?
Terry Smith's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (11.44%), (MSFT) MICROSOFT CORP (10.68%), (SYK) STRYKER CORP (8.04%), (PM) PHILIP MORRIS INTERNATIONAL (7.18%) and (IDXX) IDEXX LABORATORIES INC (6.15%).
In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -8.11%), (MSFT) MICROSOFT CORP (reduced shares -7.98%), (SYK) STRYKER CORP (reduced shares -7.74%), (PM) PHILIP MORRIS INTERNATIONAL (reduced shares -16.03%) and (IDXX) IDEXX LABORATORIES INC (reduced shares -0.34%).
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.