Terry SmithvsMairs and Power

Side-by-side current 13F portfolio comparison · 19 shared positions

Whale A

Fundsmith Investment Services Ltd.

AUM

$5.5B

Positions

Shared %

67.6%

Whale B

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

26.2%

Common holdings · 19

Stocks both whales currently hold — sorted by combined value

Stock	Terry weight	Mairs weight	Terry value	Mairs value
MSFT · Microsoft Corp.	5.9%	8.9%	$323M	$925M
V · Visa, Inc.	6.9%	2.7%	$379M	$281M
AMZN · Amazon Com Inc.	0.0%	5.8%	$165K	$598M
META · Meta Platforms, Inc.	6.3%	2.0%	$346M	$209M
SYK · Stryker Corporation	8.4%	0.0%	$460M	$1M
GOOGL · Alphabet Inc.	7.2%	0.2%	$394M	$16M
IDXX · Idexx Labs Inc.	6.9%	0.0%	$375M	$1M
ADP · Automatic Data Processing In	6.3%	0.3%	$344M	$28M
PM · Philip Morris Intl Inc.	6.1%	0.0%	$336M	$425K
AAPL · Apple Inc.	0.0%	3.2%	$164K	$331M
PG · Procter And Gamble Co.	4.7%	0.3%	$255M	$31M
TXN · Texas Instrs Inc.	2.8%	0.4%	$151M	$41M
ZTS · Zoetis Inc.	2.8%	0.3%	$152M	$28M
TSM · Taiwan Semiconductor Mfg Ltd.	0.0%	1.4%	$184K	$148M
NKE · Nike Inc.	2.6%	0.0%	$142M	$4M
HD · Home Depot Inc.	0.1%	0.5%	$3M	$54M
BMI · Badger Meter Inc.	0.4%	0.2%	$23M	$18M
WM · Waste Mgmt Inc. Del	0.3%	0.0%	$15M	$220K
TJX · Tjx Cos Inc. New	0.0%	0.0%	$177K	$509K

Unique to Terry Smith

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
WAT · Waters Corp.	8.0%	$435M
MAR · Marriott Intl Inc. New	7.5%	$409M
MTD · Mettler Toledo International	6.1%	$334M
CHD · Church & Dwight Co. Inc.	4.0%	$220M
FTNT · Fortinet Inc.	2.6%	$144M
INTU · Intuit	2.1%	$117M
OTIS · Otis Worldwide Corp.	2.0%	$109M

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

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.

★ WatchlistData from SEC EDGAR · whalstreet.com