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%).

2023 Q2 (31 results)
EXPO
buy
+1,100,101
+0.43%
$93.32
20.64% $74.06
0.43%
PG
+182.51%
+3,132,695
+1.99%
$151.74
2.56% $155.62
3.09%
GGG
+125.17%
+683,317
+0.25%
$86.35
1.56% $87.70
0.45%
MAR
+88.90%
+88,535
+0.07%
$183.69
47.86% $271.60
0.14%
MA
+49.61%
+20,256
+0.03%
$393.30
41.27% $555.61
0.10%
IEX
+48.30%
+64,965
+0.12%
$215.26
14.54% $183.96
0.35%
WAT
+3.00%
+111,104
+0.12%
$266.54
11.40% $296.92
4.26%
OTIS
+2.77%
+173,736
+0.06%
$89.01
13.55% $101.07
2.41%
V
+2.63%
+131,598
+0.15%
$237.48
47.30% $349.81
5.74%
MTD
+1.38%
+7,459
+0.04%
$1,311.64
8.08% $1,205.68
3.13%
IDXX
+0.25%
+7,355
+0.02%
$502.23
3.28% $518.71
6.24%
SYK
+0.24%
+12,065
+0.02%
$305.09
27.47% $388.90
7.06%
GOOGL
-0.16%
-7,160
-0.01%
$119.70
53.37% $183.58
3.82%
EL
-0.18%
-9,807
-0.01%
$196.38
55.92% $86.56
0.00%
PEP
-0.20%
-12,687
-0.01%
$185.22
21.48% $145.44
5.16%
MSFT
-0.20%
-18,510
-0.03%
$340.54
50.26% $511.70
12.88%
MKC
-0.20%
-31,481
-0.01%
$87.23
17.78% $71.72
5.66%
META
-0.20%
-11,134
-0.01%
$286.98
144.41% $701.41
6.81%
NKE
-0.23%
-14,843
-0.01%
$110.37
33.88% $72.98
3.11%
BF.B
-0.28%
-19,164
-0.01%
$66.78
56.51% $29.04
3.42%
ADP
-0.28%
-15,598
-0.01%
$219.79
37.46% $302.12
5.10%
AAPL
-0.70%
-9,344
-0.01%
$193.97
8.27% $210.02
1.08%
JNJ
-1.30%
-3,582
-0.00%
$165.52
1.53% $162.98
0.19%
ZTS
-1.30%
-2,923
-0.00%
$172.21
12.88% $150.03
0.16%
HD
-4.09%
-6,282
-0.01%
$310.64
15.58% $359.04
0.19%
PM
-4.12%
-678,947
-0.28%
$97.62
83.54% $179.17
6.47%
MASI
-4.44%
-33,942
-0.02%
$164.55
3.77% $158.35
0.00%
CHD
-21.08%
-1,781,171
-0.75%
$100.23
3.19% $97.03
2.80%
IPGP
-34.42%
-294,061
-0.17%
$135.82
45.19% $74.44
0.32%
AMZN
-100.00%
-3,626,139
-2.94%
$103.29
116.75% $223.88
0.00%
EW
-100.00%
-5,039
-0.00%
$82.73
7.92% $76.18
0.00%
31 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.