Terry Smith's Stock Picks (2025 Q2): Full Fundsmith LLP Portfolio {year}

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Activity Type

Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
GOOGL	Alphabet Inc.	06/30/2025	Reduce -0.6%	6.8 M	-39,759	$7.01 M
ADP	Automatic Data Processing, Inc.	06/30/2025	Reduce -3.4%	4.36 M	-151,800	$46.82 M
BF.B	Brown-Forman Corporation	06/30/2025	Sold Out	9.64 M	-9.64 M	$327.11 M
CPRX	Catalyst Pharmaceuticals, Inc.	06/30/2025	Add 25.9%	2.71 M	+557,812	$12.1 M
CHD	Church & Dwight Co., Inc.	06/30/2025	Reduce -0.3%	6.82 M	-23,197	$2.23 M
DOCS	Doximity, Inc.	06/30/2025	Add 14.0%	1.36 M	+166,062	$10.19 M
EFX	Equifax Inc.	06/30/2025	Sold Out	235,505	-235,505	$57.36 M
EXPO	Exponent, Inc.	06/30/2025	Reduce -10.7%	746,820	-89,657	$6.7 M
META	Meta Platforms, Inc.	06/30/2025	Reduce -8.1%	3.57 M	-315,044	$232.53 M
FTNT	Fortinet, Inc.	06/30/2025	Reduce -1.2%	8.42 M	-104,678	$11.07 M
GGG	Graco Inc.	06/30/2025	Reduce -21.0%	900,545	-239,096	$20.56 M
HD	The Home Depot, Inc.	06/30/2025	Reduce -27.3%	83,367	-31,369	$11.5 M
IDXX	IDEXX Laboratories, Inc.	06/30/2025	Reduce -0.3%	2.64 M	-9,042	$4.85 M
INTU	Intuit Inc.	06/30/2025	Add 102.9%	368,540	+186,912	$147.22 M
MANH	Manhattan Associates, Inc.	06/30/2025	New Buy	288,332	+288,332	$56.94 M
MAR	Marriott International, Inc.	06/30/2025	Reduce -0.4%	4.24 M	-14,961	$4.09 M
MA	Mastercard Incorporated	06/30/2025	Reduce -44.1%	27,663	-21,791	$12.25 M
MTD	Mettler-Toledo International Inc.	06/30/2025	Reduce -0.1%	590,037	-801	$940,950.72
MSFT	Microsoft Corporation	06/30/2025	Reduce -8.0%	4.94 M	-428,653	$213.22 M
NSSC	Napco Security Technologies, Inc.	06/30/2025	New Buy	954,912	+954,912	$28.35 M

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