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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

37 changes from Terry Smith (Fundsmith), filed 2026-02-17 for period end 2025-12-31.

$17.1B portfolio value
StockActionChangeCurrentPortfolio Impact
02079K305
ALPHABET INC
Reduced-$433.9M$1.1B2.54%
863667101
STRYKER CORPORATION
Reduced-$401.2M$1.3B2.34%
45168D104
IDEXX LABS INC
Reduced-$398.6M$1.3B2.33%
594918104
MICROSOFT CORP
Reduced-$332.1M$1.0B1.94%
68902V107
OTIS WORLDWIDE CORP
Reduced-$260.2M$271.9M1.52%
30303M102
META PLATFORMS INC
Reduced-$244.6M$900.1M1.43%
53015103
AUTOMATIC DATA PROCESSING IN
Reduced-$190.8M$1.1B1.11%
3.4959E+113
FORTINET INC
Reduced-$190.5M$517.4M1.11%
718172109
PHILIP MORRIS INTL INC
Reduced-$183.5M$982.4M1.07%
941848103
WATERS CORP
Increased$165.5M$1.4B0.97%
571903202
MARRIOTT INTL INC NEW
Increased$133.5M$1.2B0.78%
742718109
PROCTER AND GAMBLE CO
Reduced-$94.5M$608.8M0.55%
592688105
METTLER TOLEDO INTERNATIONAL
Increased$84.2M$809.3M0.49%
92826C839
VISA INC
Reduced-$76.1M$1.2B0.44%
67059N108
NUTANIX INC
New$71.2M$71.2M0.42%
654106103
NIKE INC
Reduced-$59.8M$367.6M0.35%
882508104
TEXAS INSTRS INC
Reduced-$44.9M$455.2M0.26%
899104
ADMA BIOLOGICS INC
New$38.3M$38.3M0.22%
98978V103
ZOETIS INC
Reduced-$38.2M$490.8M0.22%
171340102
CHURCH AND DWIGHT CO INC
Reduced-$31.2M$564.2M0.18%
74758T303
QUALYS INC
Reduced-$29.1M$86.1M0.17%
384109104
GRACO INC
Reduced-$29.0M$47.5M0.17%
26622P107
DOXIMITY INC
Reduced-$26.1M$73.1M0.15%
70432V102
PAYCOM SOFTWARE INC
Reduced-$25.5M$83.4M0.15%
92537N108
VERTIV HOLDINGS CO
Reduced-$22.6M$66.6M0.13%
58506Q109
MEDPACE HLDGS INC
Reduced-$19.2M$46.4M0.11%
189054109
CLOROX CO DEL
Reduced-$13.8M$61.9M0.08%
14888U101
CATALYST PHARMACEUTICALS INC
Increased$12.2M$78.5M0.07%
78573M104
SABRE CORP
Reduced-$10.1M$29.2M0.06%
9.2343E+106
VERISIGN INC
Reduced-$9.9M$65.8M0.06%
562750109
MANHATTAN ASSOCIATES INC
Reduced-$9.1M$50.0M0.05%
437076102
HOME DEPOT INC
Reduced-$6.8M$27.6M0.04%
M7518J104
ODDITY TECH LTD
Reduced-$4.9M$83.3M0.03%
630402105
NAPCO SEC TECHNOLOGIES INC
Reduced-$2.2M$74.2M0.01%
775711104
ROLLINS INC
Increased$1.9M$88.7M0.01%
461202103
INTUIT
Increased$1.6M$414.4M0.01%
55354G100
MSCI INC
Increased$1.1M$95.6M0.01%

Evidence

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Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2026-02-17, covering period end 2025-12-31.

BA

Bill Ackman

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Terry Smith (Fundsmith) disclosed increased in METTLER TOLEDO INTERNATIONAL | TradingNote AI