Terry Smith 13F Holdings & Portfolio Activity

Review Terry Smith's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Terry Smith Top Current Holdings

Terry Smith's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $12.8B.

Rank	Holding	Value	Portfolio	Latest Filing
1	MARMARRIOTT INTL INC NEWCL A \| 571903202	$1.1B	8.6%	2026-05-15
2	SYKSTRYKER CORPORATIONCOM \| 863667101	$1B	7.8%	2026-05-15
3	WATWATERS CORPCOM \| 941848103	$956.6M	7.5%	2026-05-15
4	VVISA INCCOM CL A \| 92826C839	$938.2M	7.3%	2026-05-15
5	GOOGLALPHABET INCCAP STK CL A \| 02079K305	$850.1M	6.6%	2026-05-15
6	PMPHILIP MORRIS INTL INCCOM \| 718172109	$845.4M	6.6%	2026-05-15
7	IDXXIDEXX LABS INCCOM \| 45168D104	$823.6M	6.4%	2026-05-15
8	ADPAUTOMATIC DATA PROCESSING INCOM \| 053015103	$783.3M	6.1%	2026-05-15
9	MSFTMICROSOFT CORPCOM \| 594918104	$769.9M	6.0%	2026-05-15
10	METAMETA PLATFORMS INCCL A \| 30303M102	$756M	5.9%	2026-05-15
11	MTDMETTLER TOLEDO INTERNATIONALCOM \| 592688105	$717M	5.6%	2026-05-15
12	CHDCHURCH & DWIGHT CO INCCOM \| 171340102	$619.8M	4.8%	2026-05-15
13	PGPROCTER & GAMBLE COCOM \| 742718109	$606.6M	4.7%	2026-05-15
14	TXNTEXAS INSTRS INCCOM \| 882508104	$509.3M	4.0%	2026-05-15
15	FTNTFORTINET INCCOM \| 34959E109	$503.1M	3.9%	2026-05-15
16	ZTSZOETIS INCCL A \| 98978V103	$458.4M	3.6%	2026-05-15
17	OTISOTIS WORLDWIDE CORPCOM \| 68902V107	$210.6M	1.6%	2026-05-15
18	MSCIMSCI INCCOM \| 55354G100	$34.9M	0.27%	2026-05-15
19	ROLROLLINS INCCOM \| 775711104	$33.1M	0.26%	2026-05-15
20	MEDPMEDPACE HLDGS INCCOM \| 58506Q109	$30.1M	0.23%	2026-05-15

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