Terry Smith / Portfolio / 2025-Q1

    Company Shares Market value Share price
    Meta Platforms, Inc. 3.9M $2.2B $576
    Microsoft Corporation 5.4M $2B $375
    Stryker Corporation 5.1M $1.9B $372
    Philip Morris International Inc. 11M $1.7B $159
    Visa Inc. 4.1M $1.4B $350
    Automatic Data Processing, Inc. 4.5M $1.4B $306
    Waters Corporation 3.6M $1.3B $369
    IDEXX Laboratories, Inc. 2.6M $1.1B $420
    Alphabet Inc. 6.8M $1.1B $155
    Marriott International, Inc. 4.3M $1B $238
    Fortinet, Inc. 8.5M $820M $96
    The Procter & Gamble Company 4.6M $787M $170
    Church & Dwight Co., Inc. 6.8M $754M $110
    Mettler-Toledo International Inc. 591K $698M $1.2K
    Otis Worldwide Corporation 5.9M $605M $103
    Texas Instruments Incorporated 2.7M $490M $180
    Zoetis Inc. 2.5M $419M $165
    NIKE, Inc. 6.1M $389M $63
    Brown-Forman Corporation 9.6M $327M $34
    VeriSign, Inc. 570K $145M $254
    Intuit Inc. 182K $112M $614
    Verisk Analytics, Inc. 331K $98M $298
    Choice Hotels International, Inc. 734K $97M $133
    Graco Inc. 1.1M $95M $84
    MSCI Inc. 167K $94M $566
    Qualys, Inc. 719K $90M $126
    Paycom Software, Inc. 414K $90M $218
    The Clorox Company 613K $90M $147
    Rollins, Inc. 1.6M $86M $54
    ODDITY TECH LTD 1.6M $70M $43
    Doximity, Inc. 1.2M $69M $58
    Exponent, Inc. 836K $68M $81
    Sabre Corporation 21M $60M $2.8
    Equifax Inc. 236K $57M $244
    Catalyst Pharmaceuticals, Inc. 2.2M $52M $24
    The Home Depot, Inc. 115K $42M $366
    Medpace Holdings, Inc. 128K $39M $305
    Mastercard Incorporated 49K $27M $548

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