13F Portfolio · Q2 2026
Terry Smith
Fundsmith · 47% top-10 concentration
Growth
Top 3 holdings
| MAR | MARRIOTT INTL INC NEW | 7.0% |
| SYK | STRYKER CORPORATION | 6.7% |
| WAT | WATERS CORP | 6.2% |
Closest replicating ETF:XLK · overlap 116.5 · 1 shared
| MAR | MARRIOTT INTL INC NEW | 7.0% |
| SYK | STRYKER CORPORATION | 6.7% |
| WAT | WATERS CORP | 6.2% |