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)
PEP
-100.00%
-5,663,677
-3.92%
$152.06
11.05% $135.26
0.00%
META
-14.85%
-677,556
-1.78%
$576.36
24.79% $719.22
10.19%
ZTS
+1,020.18%
+2,122,029
+1.74%
$164.65
3.32% $159.19
1.91%
MSFT
-13.20%
-816,871
-1.40%
$375.39
31.08% $492.05
9.17%
TXN
+60.28%
+1,025,182
+0.84%
$179.70
17.11% $210.45
2.23%
V
-10.50%
-485,543
-0.77%
$350.46
1.43% $355.47
6.60%
ADP
-9.97%
-297,388
-0.69%
$305.53
1.51% $310.13
6.28%
INTU
buy
+181,628
+0.51%
$613.99
26.97% $779.61
0.51%
SYK
-4.96%
-250,226
-0.45%
$372.25
6.58% $396.74
8.59%
IEX
-100.00%
-299,063
-0.35%
$209.29
13.90% $180.19
0.00%
PM
-3.91%
-439,283
-0.32%
$158.73
11.84% $177.53
7.81%
CPRX
buy
+2,151,274
+0.24%
$24.25
12.62% $21.19
0.24%
EFX
-35.18%
-127,823
-0.14%
$243.56
8.37% $263.94
0.26%
DOCS
+67.47%
+270,849
+0.13%
$58.03
0.60% $58.38
0.31%
VRSK
-20.84%
-80,966
-0.12%
$297.62
5.15% $312.95
0.45%
QLYS
+31.13%
+163,769
+0.10%
$125.93
14.72% $144.47
0.41%
PAYC
+28.18%
+88,626
+0.09%
$218.48
7.01% $233.80
0.41%
VRSN
-8.72%
-54,465
-0.06%
$253.87
13.87% $289.08
0.66%
OTIS
-1.68%
-100,040
-0.05%
$103.20
2.68% $100.43
2.76%
HD
-21.22%
-30,903
-0.05%
$366.49
1.82% $373.16
0.19%
MA
-22.77%
-7,581
-0.04%
$548.12
3.01% $564.61
0.12%
WAT
-0.59%
-21,325
-0.04%
$368.57
3.13% $357.04
6.06%
IDXX
-0.55%
-7,770
-0.03%
$419.95
29.22% $542.65
5.06%
PG
-0.13%
-5,970
-0.00%
$170.42
5.40% $161.22
3.58%
FTNT
-0.09%
-4,060
-0.00%
$96.26
6.41% $102.43
3.73%
CHD
-0.14%
-9,635
-0.00%
$110.09
11.31% $97.64
3.43%
GOOGL
-0.07%
-5,065
-0.00%
$154.64
13.71% $175.84
4.82%
MTD
-0.10%
-311
-0.00%
$1,180.91
2.06% $1,205.29
3.18%
MAR
-0.09%
-3,780
-0.00%
$238.20
16.74% $278.07
4.61%
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.