Terry Smith / Portfolio / 2020-Q1

    Company Shares Market value Share price
    Microsoft Corporation 12M $1.9B $158
    Philip Morris International Inc. 17M $1.2B $73
    PayPal Holdings, Inc. 12M $1.2B $96
    The Estée Lauder Companies Inc. 6.7M $1.1B $159
    Meta Platforms, Inc. 6.4M $1.1B $167
    IDEXX Laboratories, Inc. 4.2M $1B $242
    Intuit Inc. 4.5M $1B $230
    McCormick & Company, Incorporated 7.1M $1B $141
    Stryker Corporation 5.9M $988M $166
    Visa Inc. 6.1M $983M $161
    PepsiCo, Inc. 8M $960M $120
    Becton, Dickinson and Company 3.8M $876M $230
    Waters Corporation 4.8M $866M $182
    Automatic Data Processing, Inc. 6.3M $858M $137
    Johnson & Johnson 5.4M $705M $131
    Brown-Forman Corporation 9.8M $546M $56
    The Clorox Company 1.6M $276M $173
    NIKE, Inc. 2.3M $192M $83
    Starbucks Corporation 2.6M $174M $66
    CHECK POINT SOFTWARE TECH 866K $87M $101
    Masimo Corporation 476K $84M $177
    Verisk Analytics, Inc. 598K $83M $139
    ANSYS, Inc. 330K $77M $232
    Equifax Inc. 568K $68M $119
    VeriSign, Inc. 355K $64M $180
    Cognex Corporation 1.5M $64M $42
    IPG Photonics Corporation 566K $62M $110
    MSCI Inc. 204K $59M $289
    A. O. Smith Corporation 1.5M $55M $38
    Sabre Corporation 8M $47M $5.9
    Paycom Software, Inc. 175K $35M $202
    MercadoLibre, Inc. 35K $17M $489
    Marriott International, Inc. 173K $13M $75
    XP CLASS A 253K $4.9M $19

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