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Terry SmithvsJensen Investment Management Inc.

Side-by-side current 13F portfolio comparison · 18 shared positions
Whale A
Terry Smith
Fundsmith Investment Services Ltd.
AUM
$5.5B
Positions
26
Shared %
65.5%
Whale B
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
45.8%
Common holdings · 18
Stocks both whales currently hold — sorted by combined value
StockTerry weightJensen weightTerry valueJensen value
GOOGL · Alphabet Inc.7.2%8.2%$394M$417M
MSFT · Microsoft Corp.5.9%8.5%$323M$433M
SYK · Stryker Corporation8.4%4.5%$460M$229M
META · Meta Platforms, Inc.6.3%3.8%$346M$195M
WAT · Waters Corp.8.0%0.2%$435M$12M
AAPL · Apple Inc.0.0%8.0%$164K$405M
PG · Procter And Gamble Co.4.7%2.8%$255M$144M
IDXX · Idexx Labs Inc.6.9%0.0%$375M$2M
ADP · Automatic Data Processing In6.3%0.4%$344M$21M
AMZN · Amazon Com Inc.0.0%5.0%$165K$254M
CHD · Church & Dwight Co. Inc.4.0%0.1%$220M$3M
WM · Waste Mgmt Inc. Del0.3%3.0%$15M$150M
INTU · Intuit2.1%0.9%$117M$45M
TXN · Texas Instrs Inc.2.8%0.0%$151M$272K
NKE · Nike Inc.2.6%0.1%$142M$4M
TSM · Taiwan Semiconductor Mfg Ltd.0.0%0.1%$184K$6M
TJX · Tjx Cos Inc. New0.0%0.1%$177K$4M
HD · Home Depot Inc.0.1%0.0%$3M$481K
Unique to Terry Smith
Top 10 by value held — not in the other's portfolio
StockWeightValue
MAR · Marriott Intl Inc. New7.5%$409M
V · Visa, Inc.6.9%$379M
PM · Philip Morris Intl Inc.6.1%$336M
MTD · Mettler Toledo International6.1%$334M
ZTS · Zoetis Inc.2.8%$152M
FTNT · Fortinet Inc.2.6%$144M
OTIS · Otis Worldwide Corp.2.0%$109M
BMI · Badger Meter Inc.0.4%$23M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.5.6%$285M
MA · Mastercard Inc.4.8%$245M
KLAC · Kla Corp.4.8%$244M
LLY · Eli Lilly & Co.4.2%$212M
SHW · Sherwin Williams Co.4.0%$201M
MRSH · Marsh & Mclennan Cos Inc.3.9%$200M
ABT · Abbott Labs3.0%$153M
EFX · Equifax Inc.2.8%$141M
CDNS · Cadence Design System Inc.2.8%$141M
BR · Broadridge Finl Solutions In2.7%$139M
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★ WatchlistData from SEC EDGAR · whalstreet.com