Terry Smith / Portfolio / 2019-Q2

    Company Shares Market value Share price
    PayPal Holdings, Inc. 15M $1.8B $114
    Microsoft Corporation 12M $1.6B $134
    Meta Platforms, Inc. 6.5M $1.2B $193
    IDEXX Laboratories, Inc. 4.5M $1.2B $275
    The Estée Lauder Companies Inc. 6.7M $1.2B $183
    Intuit Inc. 4.7M $1.2B $261
    Philip Morris International Inc. 15M $1.2B $79
    Stryker Corporation 5.8M $1.2B $206
    Waters Corporation 5.1M $1.1B $215
    PepsiCo, Inc. 8.3M $1.1B $131
    Visa Inc. 6.1M $1.1B $174
    McCormick & Company, Incorporated 6.8M $1.1B $155
    Automatic Data Processing, Inc. 6.1M $1B $165
    Becton, Dickinson and Company 3.8M $961M $252
    Johnson & Johnson 5.4M $752M $139
    3M Company 3.5M $612M $173
    Masimo Corporation 575K $86M $149
    Equifax Inc. 621K $84M $135
    Sabre Corporation 3.6M $81M $22
    Verisk Analytics, Inc. 526K $77M $146
    CHECK POINT SOFTWARE TECH 623K $72M $116
    ANSYS, Inc. 324K $66M $205
    VeriSign, Inc. 273K $57M $209
    Cognex Corporation 1.2M $56M $48
    CDK Global, Inc. 1.1M $55M $49
    IPG Photonics Corporation 339K $52M $154
    MSCI Inc. 195K $47M $239
    A. O. Smith Corporation 849K $40M $47
    Paycom Software, Inc. 171K $39M $227
    Marriott International, Inc. 177K $25M $140
    MercadoLibre, Inc. 24K $14M $612

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