13F Portfolio · Q1 2026
Terry Smith
Fundsmith · 47% top-10 concentration
Growth
Top 3 holdings
| MAR | MARRIOTT INTL INC NEW | 8.6% |
| SYK | STRYKER CORPORATION | 7.8% |
| WAT | WATERS CORP | 7.5% |
Closest replicating ETF:XLK · overlap 159.0 · 1 shared
| MAR | MARRIOTT INTL INC NEW | 8.6% |
| SYK | STRYKER CORPORATION | 7.8% |
| WAT | WATERS CORP | 7.5% |