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Terry SmithvsTerry Smith

Side-by-side current 13F portfolio comparison · 20 shared positions
Whale A
Terry Smith
Fundsmith Investment Services Ltd.
AUM
$5.5B
Positions
26
Shared %
99.3%
Whale B
Terry Smith
Fundsmith Llp
AUM
$17.1B
Positions
37
Shared %
93.3%
Common holdings · 20
Stocks both whales currently hold — sorted by combined value
StockTerry weightTerry weightTerry valueTerry value
WAT · Waters Corp.8.0%7.9%$435M$1.4B
SYK · Stryker Corporation8.4%7.6%$460M$1.3B
IDXX · Idexx Labs Inc.6.9%7.4%$375M$1.3B
MAR · Marriott Intl Inc. New7.5%7.2%$409M$1.2B
V · Visa, Inc.6.9%7.2%$379M$1.2B
GOOGL · Alphabet Inc.7.2%6.4%$394M$1.1B
ADP · Automatic Data Processing In6.3%6.3%$344M$1.1B
MSFT · Microsoft Corp.5.9%5.9%$323M$1.0B
PM · Philip Morris Intl Inc.6.1%5.7%$336M$982M
META · Meta Platforms, Inc.6.3%5.3%$346M$900M
MTD · Mettler Toledo International6.1%4.7%$334M$809M
PG · Procter And Gamble Co.4.7%3.6%$255M$609M
CHD · Church & Dwight Co. Inc.4.0%3.3%$220M$564M
FTNT · Fortinet Inc.2.6%3.0%$144M$517M
ZTS · Zoetis Inc.2.8%2.9%$152M$491M
TXN · Texas Instrs Inc.2.8%2.7%$151M$455M
INTU · Intuit2.1%2.4%$117M$414M
NKE · Nike Inc.2.6%2.1%$142M$368M
OTIS · Otis Worldwide Corp.2.0%1.6%$109M$272M
HD · Home Depot Inc.0.1%0.2%$3M$28M
Unique to Terry Smith
Top 10 by value held — not in the other's portfolio
StockWeightValue
BMI · Badger Meter Inc.0.4%$23M
WM · Waste Mgmt Inc. Del0.3%$15M
TSM · Taiwan Semiconductor Mfg Ltd.0.0%$184K
TJX · Tjx Cos Inc. New0.0%$177K
AMZN · Amazon Com Inc.0.0%$165K
AAPL · Apple Inc.0.0%$164K
Unique to Terry Smith
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSCI · Msci Inc.0.6%$96M
ROL · Rollins Inc.0.5%$89M
QLYS · Qualys Inc.0.5%$86M
PAYC · Paycom Software Inc.0.5%$83M
ODD · Oddity Tech Ltd.0.5%$83M
CPRX · Catalyst Pharmaceuticals Inc.0.5%$79M
NSSC · Napco Sec Technologies Inc.0.4%$74M
DOCS · Doximity Inc.0.4%$73M
NTNX · Nutanix Inc.0.4%$71M
VRT · Vertiv Holdings Co.0.4%$67M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com