Terry Smith
Fundsmith Equity · SEC CIK 1569205
Buy good companies. Don't overpay. Do nothing.
Q1 2026
Latest 13F
$12.83B
Filed US book
34
Positions
Largest holdings, as filed
Top 15 of 34 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| MARRIOTT INTL INC NEW | MAR | $1.10B | 8.6% |
| STRYKER CORPORATION | SYK | $1.01B | 7.8% |
| WATERS CORP | WAT | $956.56M | 7.5% |
| VISA INC | V | $938.18M | 7.3% |
| ALPHABET INC | GOOGL | $850.08M | 6.6% |
| PHILIP MORRIS INTL INC | PM | $845.41M | 6.6% |
| IDEXX LABS INC | IDXX | $823.61M | 6.4% |
| AUTOMATIC DATA PROCESSING IN | ADP | $783.28M | 6.1% |
| MICROSOFT CORP | MSFT | $769.86M | 6.0% |
| META PLATFORMS INC | META | $756.00M | 5.9% |
| METTLER TOLEDO INTERNATIONAL | MTD | $717.01M | 5.6% |
| CHURCH & DWIGHT CO INC | CHD | $619.79M | 4.8% |
| PROCTER & GAMBLE CO | PG | $606.64M | 4.7% |
| TEXAS INSTRS INC | TXN | $509.25M | 4.0% |
| FORTINET INC | FTNT | $503.12M | 3.9% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.