Terry Smith / Portfolio / 2022-Q3

    Company Shares Market value Share price
    Microsoft Corporation 9.3M $2.2B $233
    Philip Morris International Inc. 16M $1.4B $83
    The Estée Lauder Companies Inc. 6M $1.3B $216
    Automatic Data Processing, Inc. 5.6M $1.3B $226
    IDEXX Laboratories, Inc. 3.6M $1.2B $326
    PepsiCo, Inc. 7.1M $1.2B $163
    Stryker Corporation 5.6M $1.1B $203
    McCormick & Company, Incorporated 16M $1.1B $71
    Visa Inc. 5.6M $1B $178
    Waters Corporation 3.7M $995M $270
    Brown-Forman Corporation 12M $814M $67
    Amazon.com, Inc. 6.8M $767M $113
    Meta Platforms, Inc. 5.5M $744M $136
    Alphabet Inc. 7.6M $730M $96
    Intuit Inc. 1.7M $657M $387
    Mettler-Toledo International Inc. 561K $609M $1.1K
    Church & Dwight Co., Inc. 8.5M $604M $71
    Adobe Inc. 2.1M $581M $275
    NIKE, Inc. 6.7M $560M $83
    PayPal Holdings, Inc. 5.6M $483M $86
    Otis Worldwide Corporation 6.3M $401M $64
    VeriSign, Inc. 676K $117M $174
    Sabre Corporation 23M $117M $5.2
    Fortinet, Inc. 2.3M $114M $49
    Masimo Corporation 765K $108M $141
    Qualys, Inc. 661K $92M $139
    Verisk Analytics, Inc. 531K $90M $171
    MSCI Inc. 212K $89M $422
    Cognex Corporation 2.1M $85M $41
    Equifax Inc. 496K $85M $171
    IPG Photonics Corporation 855K $72M $84
    Apple Inc. 456K $63M $138
    ANSYS, Inc. 275K $61M $222
    Rollins, Inc. 1.7M $60M $35
    Paycom Software, Inc. 161K $53M $330
    Johnson & Johnson 275K $45M $163
    The Home Depot, Inc. 152K $42M $276
    The Procter & Gamble Company 314K $40M $126
    Zoetis Inc. 223K $33M $148
    MercadoLibre, Inc. 24K $20M $828
    IDEX Corporation 96K $19M $200
    WNS (Holdings) Limited 193K $16M $82
    Genpact Ltd 317K $14M $44
    Taiwan Semiconductor Manufacturing Company Limited 156K $11M $69
    XP CLASS A 253K $4.8M $19
    Edwards Lifesciences Corporation 10K $825K $83

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