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Terry Smith / Fundsmith

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $12,827,766,987 · 34 positions · top-10 68.8% · SEC filing history →

13FScore 63/100 — cloning their disclosed top holdings over ~4.7y returned +12%/yr vs S&P +10%/yr (alpha +2%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$BMI · BADGER METER INC0.2%$21,708,504-2%MedFlow measurement and water metering

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$MAR · MARRIOTT INTL INC NEW8.6%+121% Q1 '23Marriott International is a global lodging company that franchises, manages, and licenses hotels and resorts across a portfolio of brands including Marriott, Ritz-Carlton, Sheraton, and Westin.NASDAQS&PBitget →
$SYK · STRYKER CORPORATION7.8%+25% ≥Q2 '21Stryker is a medical technology company that makes orthopedic implants, surgical equipment, neurotechnology and medical and surgical devices for hospitals and surgeons.S&P
$WAT · WATERS CORP7.5%+10% ≥Q2 '21Waters Corporation makes analytical laboratory instruments and software, including liquid chromatography and mass spectrometry systems, used in pharmaceutical and industrial testing.S&P
$V · VISA INC7.3%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$GOOGL · ALPHABET INC6.6%+139% Q4 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$4I1 · PHILIP MORRIS INTL INC6.6%Philip Morris International manufactures and sells cigarettes and smoke-free products, including IQOS heated tobacco and Zyn nicotine pouches, in markets outside the United States and increasingly within it.
$IDXX · IDEXX LABS INC6.4%-4% ≥Q2 '21Develops and markets diagnostic products, instruments and software for veterinary medicine, along with water and livestock testing solutions.NASDAQS&P
$ADP · AUTOMATIC DATA PROCESSING IN6.1%+28% ≥Q2 '21Automatic Data Processing (ADP) provides cloud-based payroll, human capital management, benefits administration, and HR outsourcing services to employers.NASDAQS&P
$MSFT · MICROSOFT CORP6.0%+52% ≥Q2 '21Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$META · META PLATFORMS INC5.9%+4173% ≥Q2 '21Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker