Terry Smith
Fundsmith
2026-06-30 · Official SEC filing
Photo: New Zealand Government, Office of the Governor-General, CC BY 4.0
Top holdings
#Stock% of portfolioThis quarter
1MARMarriott International7.0%Reduced -23%
2SYKStryker Corp6.7%Reduced -5%
3WATWaters Corp6.2%Reduced -29%
4VVisa Inc5.1%Reduced -35%
5UBERUber Technologies Inc4.7%New buy
6MAMastercard Inc4.7%New buy
7GOOGLAlphabet Inc4.6%Reduced -40%
8CHDChurch & Dwight Co Inc4.6%Reduced -3%
9PGProcter & Gamble Co/The4.4%Reduced -3%
10MSFTMicrosoft Corp4.4%Reduced -23%
10 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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