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Terry SmithvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Terry Smith
Fundsmith Investment Services Ltd.
AUM
$5.5B
Positions
26
Shared %
44.9%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
19.6%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockTerry weightMatrix weightTerry valueMatrix value
GOOGL · Alphabet Inc.7.2%0.1%$394M$1M
MSFT · Microsoft Corp.5.9%5.8%$323M$63M
V · Visa, Inc.6.9%0.0%$379M$347K
META · Meta Platforms, Inc.6.3%1.7%$346M$19M
ADP · Automatic Data Processing In6.3%0.3%$344M$3M
PG · Procter And Gamble Co.4.7%0.7%$255M$7M
TXN · Texas Instrs Inc.2.8%2.5%$151M$27M
NKE · Nike Inc.2.6%0.6%$142M$7M
INTU · Intuit2.1%0.1%$117M$2M
AAPL · Apple Inc.0.0%3.6%$164K$39M
AMZN · Amazon Com Inc.0.0%2.6%$165K$28M
HD · Home Depot Inc.0.1%1.6%$3M$17M
Unique to Terry Smith
Top 10 by value held — not in the other's portfolio
StockWeightValue
SYK · Stryker Corporation8.4%$460M
WAT · Waters Corp.8.0%$435M
MAR · Marriott Intl Inc. New7.5%$409M
IDXX · Idexx Labs Inc.6.9%$375M
PM · Philip Morris Intl Inc.6.1%$336M
MTD · Mettler Toledo International6.1%$334M
CHD · Church & Dwight Co. Inc.4.0%$220M
ZTS · Zoetis Inc.2.8%$152M
FTNT · Fortinet Inc.2.6%$144M
OTIS · Otis Worldwide Corp.2.0%$109M
Unique to Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
02072Q812 · Ea Series Trust4.4%$48M
GOOG · Alphabet Inc.3.8%$41M
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
JPM · Jpmorgan Chase & Co.3.6%$40M
MS · Morgan Stanley3.6%$39M
PEP · Pepsico Inc.3.4%$37M
QCOM · Qualcomm Inc.3.4%$37M
USB · Us Bancorp Del3.4%$37M
AMGN · Amgen Inc.3.2%$35M
MDT · Medtronic Plc3.0%$33M
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★ WatchlistData from SEC EDGAR · whalstreet.com