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Terry Smith's Stock Portfolio

HoldingsMovementsAbout
EDGAR13F-HR·2026-02-17

Concentration · Top 10

Top 10 = 66.9% of portfolio
SecurityActivity ↕Weight ↕Held Since ↕Est. Cost ⓘ
Price vs Est. Cost ↕ ⓘ
as of today
History
WATWATERS CORP
Trimmed -10%7.90%≤ Q1 2021N/AN/A
SYKSTRYKER CORPORATION
Trimmed -20%7.57%≤ Q1 2021N/AN/A
IDXXIDEXX LABS INC
Trimmed -28%7.42%≤ Q1 2021N/AN/A
VVISA INC
Trimmed -8%7.24%≤ Q1 2021N/AN/A
MARMARRIOTT INTL INC NEW
Trimmed -6%7.21%Q1 2023$192.48+81.1%
GOOGLALPHABET INC
Trimmed -44%6.40%Q4 2021$111.64+184.2%
ADPAUTOMATIC DATA PROCESSING IN
Trimmed -3%6.28%≤ Q1 2021N/AN/A
MSFTMICROSOFT CORP
Trimmed -19%5.88%≤ Q1 2021N/AN/A
PMPHILIP MORRIS INTL INC
Trimmed -15%5.74%≤ Q1 2021N/AN/A
METAMETA PLATFORMS INC
Trimmed -13%5.26%≤ Q1 2021N/AN/A
MTDMETTLER TOLEDO INTERNATIONAL
Trimmed -2%4.73%Q1 2022$1,382-4.3%
PGPROCTER AND GAMBLE CO
Trimmed -7%3.56%≤ Q1 2021N/AN/A
CHDCHURCH AND DWIGHT CO INC
Trimmed -1%3.30%≤ Q1 2021N/AN/A
FTNTFORTINET INC
Trimmed -23%3.02%≤ Q1 2021N/AN/A
ZTSZOETIS INC
Added +8%2.87%≤ Q1 2021N/AN/A
TXNTEXAS INSTRS INC
Trimmed -4%2.66%Q1 2024$170.85+22.3%
INTUINTUIT
Added +4%2.42%Q1 2025$667.38-41.6%
NKENIKE INC
Trimmed -6%2.15%≤ Q1 2021N/AN/A
OTISOTIS WORLDWIDE CORP
Trimmed -47%1.59%Q3 2022$69.26+14.9%
MSCIMSCI INC
0.56%≤ Q1 2021N/AN/A
ROLROLLINS INC
0.52%≤ Q1 2021N/AN/A
QLYSQUALYS INC
Trimmed -26%0.50%≤ Q1 2021N/AN/A
PAYCPAYCOM SOFTWARE INC
0.49%≤ Q1 2021N/AN/A
ODDODDITY TECH LTD
Added +46%0.49%Q3 2023$40.80-63.6%
CPRXCATALYST PHARMACEUTICALS INC
0.46%Q1 2025$22.32+13.4%
NSSCNAPCO SEC TECHNOLOGIES INC
0.43%Q2 2025$29.54+44.2%
DOCSDOXIMITY INC
Added +22%0.43%Q4 2024$55.05-60.3%
NTNXNUTANIX INC
New0.42%Q4 2025$61.10-35.5%
VRTVERTIV HOLDINGS CO
Trimmed -31%0.39%Q2 2025$97.13+189.3%
VRSNVERISIGN INC
0.38%≤ Q1 2021N/AN/A
CLXCLOROX CO DEL
0.36%Q4 2023$123.88-14.7%
MANHMANHATTAN ASSOCIATES INC
0.29%Q2 2025$181.51-26.5%
GGGGRACO INC
Trimmed -36%0.28%Q1 2023$71.41+23.1%
MEDPMEDPACE HLDGS INC
Trimmed -35%0.27%Q4 2024$339.14+53.5%
ADMAADMA BIOLOGICS INC
New0.22%Q4 2025$16.85-41.7%
SABRSABRE CORP
0.17%≤ Q1 2021N/AN/A
HDHOME DEPOT INC
Trimmed -5%0.16%≤ Q1 2021N/AN/A