Terry SmithvsJensen Investment Management Inc.

Side-by-side current 13F portfolio comparison · 16 shared positions

Whale A

Fundsmith Llp

AUM

$17.1B

Positions

Shared %

62.1%

Whale B

AUM

$5.1B

Positions

Shared %

29.9%

Common holdings · 16

Stocks both whales currently hold — sorted by combined value

Stock	Terry weight	Jensen weight	Terry value	Jensen value
SYK · Stryker Corporation	7.6%	4.5%	$1.3B	$229M
GOOGL · Alphabet Inc.	6.4%	8.2%	$1.1B	$417M
MSFT · Microsoft Corp.	5.9%	8.5%	$1.0B	$433M
WAT · Waters Corp.	7.9%	0.2%	$1.4B	$12M
IDXX · Idexx Labs Inc.	7.4%	0.0%	$1.3B	$2M
ADP · Automatic Data Processing In	6.3%	0.4%	$1.1B	$21M
META · Meta Platforms, Inc.	5.3%	3.8%	$900M	$195M
PG · Procter And Gamble Co.	3.6%	2.8%	$609M	$144M
CHD · Church & Dwight Co. Inc.	3.3%	0.1%	$564M	$3M
INTU · Intuit	2.4%	0.9%	$414M	$45M
TXN · Texas Instrs Inc.	2.7%	0.0%	$455M	$272K
NKE · Nike Inc.	2.1%	0.1%	$368M	$4M
MSCI · Msci Inc.	0.6%	0.1%	$96M	$4M
CLX · Clorox Co. Del	0.4%	0.1%	$62M	$5M
MANH · Manhattan Associates Inc.	0.3%	0.0%	$50M	$588K
HD · Home Depot Inc.	0.2%	0.0%	$28M	$481K

Unique to Terry Smith

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

Stock	Weight	Value
V · Visa, Inc.	7.2%	$1.2B
MAR · Marriott Intl Inc. New	7.2%	$1.2B
PM · Philip Morris Intl Inc.	5.7%	$982M
MTD · Mettler Toledo International	4.7%	$809M
FTNT · Fortinet Inc.	3.0%	$517M
ZTS · Zoetis Inc.	2.9%	$491M
OTIS · Otis Worldwide Corp.	1.6%	$272M
ROL · Rollins Inc.	0.5%	$89M
QLYS · Qualys Inc.	0.5%	$86M
PAYC · Paycom Software Inc.	0.5%	$83M

Unique to Jensen Investment Management Inc.

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

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★ WatchlistData from SEC EDGAR · whalstreet.com