Terry Smith / Portfolio / 2024-Q4

    Company Shares Market value Share price
    Meta Platforms, Inc. 4.6M $2.7B $586
    Microsoft Corporation 6.2M $2.6B $422
    Stryker Corporation 5.3M $1.9B $360
    Automatic Data Processing, Inc. 5M $1.5B $293
    Visa Inc. 4.6M $1.5B $316
    Philip Morris International Inc. 11M $1.4B $120
    Waters Corporation 3.6M $1.3B $371
    Alphabet Inc. 6.8M $1.3B $189
    Marriott International, Inc. 4.3M $1.2B $279
    IDEXX Laboratories, Inc. 2.7M $1.1B $413
    PepsiCo, Inc. 5.7M $861M $152
    Fortinet, Inc. 8.5M $806M $94
    The Procter & Gamble Company 4.6M $776M $168
    Mettler-Toledo International Inc. 591K $724M $1.2K
    Church & Dwight Co., Inc. 6.9M $718M $105
    Otis Worldwide Corporation 6M $553M $93
    NIKE, Inc. 6.1M $464M $76
    Brown-Forman Corporation 9.6M $366M $38
    Texas Instruments Incorporated 1.7M $319M $188
    VeriSign, Inc. 625K $129M $207
    Verisk Analytics, Inc. 418K $115M $275
    Choice Hotels International, Inc. 734K $104M $142
    MSCI Inc. 167K $100M $600
    The Clorox Company 613K $100M $162
    Graco Inc. 1.1M $96M $84
    Equifax Inc. 363K $93M $255
    Sabre Corporation 21M $78M $3.7
    Qualys, Inc. 548K $77M $140
    IDEX Corporation 363K $76M $209
    Exponent, Inc. 836K $75M $89
    Rollins, Inc. 1.6M $74M $46
    ODDITY TECH LTD 1.6M $68M $42
    Paycom Software, Inc. 323K $66M $205
    The Home Depot, Inc. 146K $57M $389
    Medpace Holdings, Inc. 128K $42M $332
    Doximity, Inc. 711K $38M $53
    Zoetis Inc. 227K $37M $163
    Mastercard Incorporated 64K $34M $527

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