Fundsmith

Terry Smith

$13.6B Portfolio Value
41 Stocks
+10.90% YTD Return
Aug 14, 2026 Last Updated
Portfolio Value Over Time

Current Holdings for Fundsmith

Stock Click to search
Shares Value % of Portfolio Change Est. Return
MAR|Marriott Intl Inc
2.6M $958.3M
7.02%
TRIM -23.3% +78.11%
SYK|Stryker Corporation
2.9M $917.4M
6.72%
TRIM -4.8%
WAT|Waters Corp
2.3M $852.7M
6.25%
TRIM -29.2%
V|Visa Inc
2.0M $693.0M
5.08%
TRIM -34.9%
UBER|Uber Technologies Inc
8.9M $645.3M
4.73%
ADD NEW +5.05%
MA|Mastercard Incorporated
1.2M $639.5M
4.68%
ADD NEW +18.87%
GOOGL|Alphabet Inc
1.8M $633.7M
4.64%
TRIM -40.0% +134.62%
CHD|Church & Dwight Co Inc
6.5M $625.5M
4.58%
TRIM -2.8% +53.74%
PG|Procter & Gamble Co
4.1M $598.1M
4.38%
TRIM -2.9% -2.84%
MSFT|Microsoft Corp
1.6M $595.6M
4.36%
TRIM -23.2% +300.67%
META|Meta Platforms Inc
1.1M $592.5M
4.34%
TRIM -20.4% +204.09%
ADP|Automatic Data Processing In
2.6M $582.6M
4.27%
TRIM -32.5%
FTNT|Fortinet Inc
3.6M $557.6M
4.09%
TRIM -41.0% +340.71%
TSM|Taiwan Semiconductor Manufac
1.1M $548.5M
4.02%
ADD NEW +5.63%
IDXX|Idexx Labs Inc
1.0M $536.9M
3.93%
TRIM -30.4%
TXN|Texas Instrs Inc
1.8M $536.3M
3.93%
TRIM -31.4% +48.05%
4I1|Philip Morris Intl Inc
2.9M $527.1M
3.86%
TRIM -43.0%
NFLX|Netflix Inc.
7.0M $499.1M
3.66%
ADD NEW -9.16%
GEV|Ge Vernova Inc
409.8K $481.5M
3.53%
ADD NEW -6.90%
APP|Applovin Corp
696.6K $358.9M
2.63%
ADD NEW -34.49%
TJX|Tjx Cos Inc
2.3M $344.3M
2.52%
ADD NEW -15.20%
NXT|Nextpower Inc
2.9M $340.3M
2.49%
ADD NEW -26.22%
VEEV|Veeva Sys Inc
816.8K $145.0M
1.06%
ADD NEW +72.28%
YUM|Yum Brands Inc
556.1K $88.9M
0.65%
ADD NEW -2.31%
MSCI|Msci Inc
53.6K $30.0M
0.22%
TRIM -17.3% +225.72%
MEDP|Medpace Hldgs Inc
52.4K $27.7M
0.20%
TRIM -16.4% +79.54%
NTNX|Nutanix Inc
538.3K $27.4M
0.20%
TRIM -6.8% +5.09%
BMI|Badger Meter Inc
174.6K $25.9M
0.19%
ADD +22.6% -6.76%
CLX|Clorox Co
271.3K $25.9M
0.19%
ADD +5.5% -23.21%
ROL|Rollins Inc
619.9K $25.9M
0.19%
+0.49%
MANH|Manhattan Associates Inc
173.0K $24.1M
0.18%
ADD +43.1% +30.02%
NSSC|Napco Sec Technologies Inc
607.0K $23.1M
0.17%
ADD +58.2% +9.41%
FICO|Fair Isaac Corp
18.0K $21.4M
0.16%
ADD NEW +5.52%
SABR|Sabre Corp
9.0M $18.8M
0.14%
-85.21%
IDCC|Interdigital Inc
60.3K $17.1M
0.12%
ADD NEW +19.87%
ORLY|Oreilly Automotive Inc
162.7K $15.0M
0.11%
ADD NEW -4.08%
VRT|Vertiv Holdings Co
41.9K $14.0M
0.10%
TRIM -54.1% +158.57%
VRSN|Verisign Inc
55.7K $14.0M
0.10%
TRIM -50.9% +60.42%
ADMA|Adma Biologics Inc
1.6M $13.8M
0.10%
-39.58%
DOCS|Doximity Inc
653.3K $13.5M
0.10%
TRIM -5.6% -52.61%
PAYC|Paycom Software Inc
100.8K $12.7M
0.09%
TRIM -54.1% +17.81%

Trading Activity for Fundsmith

Stock Click to search
Action Change Shares After Value Est. Return
2026-Q2
MAR|Marriott Intl Inc
SELL -23.29% 2.6M $958M +85.3%
SYK|Stryker Corporation
SELL -4.82% 2.9M $917M
WAT|Waters Corp
SELL -29.22% 2.3M $853M
V|Visa Inc
SELL -34.93% 2.0M $693M
GOOGL|Alphabet Inc
SELL -40.01% 1.8M $634M +149.2%
4I1|Philip Morris Intl Inc
SELL -43.02% 2.9M $527M
IDXX|Idexx Labs Inc
SELL -30.42% 1.0M $537M
ADP|Automatic Data Processing In
SELL -32.52% 2.6M $583M
MSFT|Microsoft Corp
SELL -23.22% 1.6M $596M +228.6%
META|Meta Platforms Inc
SELL -20.40% 1.1M $593M +225.1%
MTD|Mettler Toledo International
SELL EXIT -13.2%
UBER|Uber Technologies Inc
BUY NEW 8.9M $645M +5.1%
MA|Mastercard Incorporated
BUY NEW 1.2M $639M +18.9%
CHD|Church & Dwight Co Inc
SELL -2.78% 6.5M $626M +46.2%
PG|Procter & Gamble Co
SELL -2.89% 4.1M $598M -1.4%
FTNT|Fortinet Inc
SELL -41.04% 3.6M $558M +246.0%
TSM|Taiwan Semiconductor Manufac
BUY NEW 1.1M $548M +5.6%
TXN|Texas Instrs Inc
SELL -31.41% 1.8M $536M +60.3%
NFLX|Netflix Inc.
BUY NEW 7.0M $499M -9.2%
GEV|Ge Vernova Inc
BUY NEW 409.8K $481M -6.9%
ZTS|Zoetis Inc
SELL EXIT -49.2%
APP|Applovin Corp
BUY NEW 696.6K $359M -34.5%
TJX|Tjx Cos Inc
BUY NEW 2.3M $344M -15.2%
NXT|Nextpower Inc
BUY NEW 2.9M $340M -26.2%
OTIS|Otis Worldwide Corp
SELL EXIT +0.6%
VEEV|Veeva Sys Inc
BUY NEW 816.8K $145M +72.3%
YUM|Yum Brands Inc
BUY NEW 556.1K $89M -2.3%
MSCI|Msci Inc
SELL -17.30% 53.6K $30M +234.3%
MEDP|Medpace Hldgs Inc
SELL -16.43% 52.4K $28M +33.8%
VRSN|Verisign Inc
SELL -50.90% 55.7K $14M +49.8%
NTNX|Nutanix Inc
SELL -6.77% 538.3K $27M -31.5%
PAYC|Paycom Software Inc
SELL -54.09% 100.8K $13M -33.9%
CLX|Clorox Co
BUY +5.48% 271.3K $26M +8.0%
BMI|Badger Meter Inc
BUY +22.55% 174.6K $26M +9.8%
MANH|Manhattan Associates Inc
BUY +43.09% 173.0K $24M +62.3%
NSSC|Napco Sec Technologies Inc
BUY +58.23% 607.0K $23M -6.1%
VRT|Vertiv Holdings Co
SELL -54.09% 41.9K $14M +203.8%
FICO|Fair Isaac Corp
BUY NEW 18.0K $21M +5.5%
CPRX|Catalyst Pharmaceuticals Inc
SELL EXIT
QLYS|Qualys Inc
SELL EXIT -15.6%
IDCC|Interdigital Inc
BUY NEW 60.3K $17M +19.9%
DOCS|Doximity Inc
SELL -5.56% 653.3K $14M -60.4%
ORLY|Oreilly Automotive Inc
BUY NEW 162.7K $15M -4.1%
HD|Home Depot Inc
SELL EXIT -1.6%
2026-Q1
WAT|Waters Corp
SELL -9.72% 3.2M $957M
SYK|Stryker Corporation
SELL -16.98% 3.1M $1.0B
IDXX|Idexx Labs Inc
SELL -21.87% 1.5M $824M
V|Visa Inc
SELL -12.18% 3.1M $938M
MAR|Marriott Intl Inc
SELL -15.30% 3.4M $1.1B +63.7%
GOOGL|Alphabet Inc
SELL -15.50% 3.0M $850M +114.6%
ADP|Automatic Data Processing In
SELL -7.73% 3.9M $783M
MSFT|Microsoft Corp
SELL -0.01% 2.1M $770M +222.5%
4I1|Philip Morris Intl Inc
SELL -16.51% 5.1M $845M
META|Meta Platforms Inc
SELL -3.09% 1.3M $756M +245.2%
MTD|Mettler Toledo International
SELL -2.07% 568.5K $717M +0.9%
CHD|Church & Dwight Co Inc
SELL -1.29% 6.6M $620M +48.8%
PG|Procter & Gamble Co
SELL -1.13% 4.2M $607M +2.6%
FTNT|Fortinet Inc
SELL -5.51% 6.2M $503M +130.3%
TXN|Texas Instrs Inc
SELL -0.02% 2.6M $509M +9.2%
ZTS|Zoetis Inc
SELL -0.60% 3.9M $458M -21.8%
INTU|Intuit
SELL EXIT -32.1%
NKE|Nike Inc
SELL EXIT -36.9%
OTIS|Otis Worldwide Corp
SELL -12.23% 2.7M $211M +22.5%
MSCI|Msci Inc
SELL -61.12% 64.8K $35M +223.6%
ROL|Rollins Inc
SELL -58.07% 619.9K $33M +68.4%
QLYS|Qualys Inc
SELL -65.10% 226.1K $20M -6.4%
PAYC|Paycom Software Inc
SELL -58.07% 219.5K $27M -34.7%
ODD|Oddity Tech Ltd
SELL EXIT -26.3%
CPRX|Catalyst Pharmaceuticals Inc
SELL -74.88% 844.9K $21M +7.1%
NSSC|Napco Sec Technologies Inc
SELL -78.45% 383.6K $15M +46.0%
DOCS|Doximity Inc
SELL -58.07% 691.8K $16M -51.8%
NTNX|Nutanix Inc
SELL -58.07% 577.4K $22M -38.9%
VRT|Vertiv Holdings Co
SELL -77.79% 91.3K $23M +129.6%
VRSN|Verisign Inc
SELL -58.07% 113.5K $28M +31.2%
CLX|Clorox Co
SELL -58.07% 257.2K $27M -17.9%
MANH|Manhattan Associates Inc
SELL -58.07% 120.9K $16M -23.0%
GGG|Graco Inc
SELL EXIT +18.1%
MEDP|Medpace Hldgs Inc
SELL -24.10% 62.7K $30M +37.4%
ADMA|Adma Biologics Inc
SELL -21.53% 1.6M $15M +3.8%
SABR|Sabre Corp
SELL -58.07% 9.0M $13M -90.8%
HD|Home Depot Inc
SELL -64.33% 28.6K $9M +13.9%
BMI|Badger Meter Inc
BUY NEW 142.5K $22M -9.8%
2025-Q4
SYK|Stryker Corporation
SELL -19.68% 3.7M $1.3B
IDXX|Idexx Labs Inc
SELL -28.13% 1.9M $1.3B
GOOGL|Alphabet Inc
SELL -44.37% 3.5M $1.1B +96.3%
WAT|Waters Corp
SELL -10.05% 3.6M $1.4B
MSFT|Microsoft Corp
SELL -19.49% 2.1M $1.0B +300.8%
V|Visa Inc
SELL -8.29% 3.5M $1.2B
ADP|Automatic Data Processing In
SELL -3.10% 4.2M $1.1B
MAR|Marriott Intl Inc
SELL -5.87% 4.0M $1.2B +43.0%
4I1|Philip Morris Intl Inc
SELL -14.80% 6.1M $982M
META|Meta Platforms Inc
SELL -12.52% 1.4M $900M +251.0%
MTD|Mettler Toledo International
SELL -1.72% 580.5K $809M +3.1%
FTNT|Fortinet Inc
SELL -22.61% 6.5M $517M +135.5%
PG|Procter And Gamble Co
SELL -7.19% 4.2M $609M +0.3%
CHD|Church And Dwight Co Inc
SELL -0.97% 6.7M $564M +30.3%
OTIS|Otis Worldwide Corp
SELL -46.51% 3.1M $272M +22.1%
ZTS|Zoetis Inc
BUY +7.90% 3.9M $491M -40.2%
TXN|Texas Instrs Inc
SELL -3.61% 2.6M $455M -2.7%
NKE|Nike Inc
SELL -5.86% 5.8M $368M -34.1%
INTU|Intuit
BUY +3.50% 625.6K $414M -47.3%
QLYS|Qualys Inc
SELL -25.61% 647.8K $86M +24.5%
DOCS|Doximity Inc
BUY +21.69% 1.7M $73M -50.3%
VRT|Vertiv Holdings Co
SELL -30.52% 410.9K $67M +66.5%
ODD|Oddity Tech Ltd
BUY +46.38% 2.1M $83M -65.3%
GGG|Graco Inc
SELL -35.70% 579.0K $47M +11.0%
NTNX|Nutanix Inc
BUY NEW 1.4M $71M +5.1%
MEDP|Medpace Hldgs Inc
SELL -35.26% 82.6K $46M +67.3%
ADMA|Adma Biologics Inc
BUY NEW 2.1M $38M -39.6%
HD|Home Depot Inc
SELL -5.48% 80.2K $28M +11.8%
2025-Q3
META|Meta Platforms Inc
SELL -56.32% 1.6M $1.1B +299.6%
MSFT|Microsoft Corp
SELL -47.72% 2.6M $1.3B +305.5%
SYK|Stryker Corporation
SELL -1.83% 4.6M $1.7B
IDXX|Idexx Labs Inc
SELL -1.09% 2.6M $1.7B
4I1|Philip Morris Intl Inc
SELL -20.78% 7.2M $1.2B
GOOGL|Alphabet Inc
SELL -7.56% 6.3M $1.5B +38.8%
V|Visa Inc
BUY +0.01% 3.9M $1.3B +9.9%
ADP|Automatic Data Processing In
SELL -1.16% 4.3M $1.3B
WAT|Waters Corp
BUY +9.62% 4.0M $1.2B +41.9%
MAR|Marriott Intl Inc
SELL -0.20% 4.2M $1.1B +34.8%
FTNT|Fortinet Inc
BUY +0.02% 8.4M $708M +106.7%
PG|Procter And Gamble Co
BUY +0.10% 4.6M $703M -8.7%
MTD|Mettler Toledo International
BUY +0.10% 590.7K $725M +11.7%
CHD|Church & Dwight Co Inc
SELL -0.43% 6.8M $595M +43.3%
TXN|Texas Instrs Inc
BUY +0.06% 2.7M $500M +39.3%
ZTS|Zoetis Inc
BUY +25.32% 3.6M $529M -50.6%
INTU|Intuit
BUY +64.01% 604.5K $413M -51.1%
QLYS|Qualys Inc
BUY +21.19% 870.9K $115M +39.3%
PAYC|Paycom Software Inc
BUY +26.58% 523.4K $109M +5.2%
CHH|Choice Hotels Intl Inc
SELL EXIT +2.6%
VRT|Vertiv Holdings Co
SELL -18.41% 591.5K $89M +27.2%
NSSC|Napco Sec Technologies Inc
BUY +86.39% 1.8M $76M +14.0%
CPRX|Catalyst Pharmaceuticals Inc
BUY +24.17% 3.4M $66M +54.4%
EXPO|Exponent Inc
SELL EXIT -24.5%
VRSK|Verisk Analytics Inc
SELL EXIT +95.9%
HD|Home Depot Inc
BUY +1.79% 84.9K $34M -17.4%
MA|Mastercard Incorporated
SELL EXIT +54.5%
2025-Q2
META|Meta Platforms Inc
SELL -8.11% 3.6M $2.6B +239.2%
MSFT|Microsoft Corp
SELL -7.98% 4.9M $2.5B +258.5%
SYK|Stryker Corporation
SELL -7.74% 4.7M $1.9B
4I1|Philip Morris Intl Inc
SELL -16.03% 9.1M $1.7B
V|Visa Inc
SELL -6.84% 3.9M $1.4B
IDXX|Idexx Labs Inc
SELL -0.34% 2.6M $1.4B
ADP|Automatic Data Processing In
SELL -3.36% 4.4M $1.3B
WAT|Waters Corp
SELL -0.13% 3.6M $1.3B
GOOGL|Alphabet Inc
SELL -0.58% 6.8M $1.2B +12.9%
MAR|Marriott Intl Inc
SELL -0.35% 4.2M $1.2B +29.8%
FTNT|Fortinet Inc
SELL -1.23% 8.4M $890M +189.8%
PG|Procter And Gamble Co
SELL -1.04% 4.6M $728M +10.5%
CHD|Church & Dwight Co Inc
SELL -0.34% 6.8M $656M +50.3%
MTD|Mettler Toledo International
SELL -0.14% 590.0K $693M -16.4%
OTIS|Otis Worldwide Corp
SELL -0.81% 5.8M $576M +32.0%
TXN|Texas Instrs Inc
SELL -0.20% 2.7M $565M +1.6%
ZTS|Zoetis Inc
BUY +13.29% 2.9M $450M -52.5%
NKE|Nike Inc
SELL -0.10% 6.1M $435M -39.5%
BF-B|Brown Forman Corp
SELL EXIT -46.3%
INTU|Intuit
BUY +102.91% 368.5K $290M -47.3%
VRSN|Verisign Inc
SELL -52.52% 270.6K $78M +51.5%
ODD|Oddity Tech Ltd
SELL -12.27% 1.4M $107M +68.0%
VRSK|Verisk Analytics Inc
SELL -46.71% 176.2K $55M +123.4%
GGG|Graco Inc
SELL -20.98% 900.5K $77M +13.1%
VRT|Vertiv Holdings Co
BUY NEW 724.9K $93M +158.6%
ROL|Rollins Inc
SELL -7.44% 1.5M $83M +57.9%
DOCS|Doximity Inc
BUY +13.96% 1.4M $83M -54.8%
EXPO|Exponent Inc
SELL -10.72% 746.8K $56M -17.8%
CPRX|Catalyst Pharmaceuticals Inc
BUY +25.93% 2.7M $59M +33.2%
EFX|Equifax Inc
SELL EXIT +125.2%
MANH|Manhattan Associates Inc
BUY NEW 288.3K $57M +19.7%
HD|Home Depot Inc
SELL -27.34% 83.4K $31M +10.1%
NSSC|Napco Sec Technologies Inc
BUY NEW 954.9K $28M +27.9%
MA|Mastercard Incorporated
SELL -44.06% 27.7K $16M +51.7%
2025-Q1
META|Meta Platforms Inc
SELL -14.85% 3.9M $2.2B +235.8%
MSFT|Microsoft Corp
SELL -13.20% 5.4M $2.0B +226.3%
SYK|Stryker Corporation
SELL -4.96% 5.1M $1.9B
4I1|Philip Morris Intl Inc
SELL -3.91% 10.8M $1.7B
ADP|Automatic Data Processing In
SELL -9.97% 4.5M $1.4B
V|Visa Inc
SELL -10.50% 4.1M $1.4B
WAT|Waters Corp
SELL -0.59% 3.6M $1.3B
GOOGL|Alphabet Inc
SELL -0.07% 6.8M $1.1B +27.6%
MAR|Marriott Intl Inc
SELL -0.09% 4.3M $1.0B +39.3%
IDXX|Idexx Labs Inc
SELL -0.55% 2.6M $1.1B
PEP|Pepsico Inc
SELL EXIT
FTNT|Fortinet Inc
SELL -0.09% 8.5M $820M +183.4%
PG|Procter And Gamble Co
SELL -0.13% 4.6M $787M +13.9%
CHD|Church & Dwight Co Inc
SELL -0.14% 6.8M $754M +63.1%
MTD|Mettler Toledo International
SELL -0.10% 590.8K $698M -6.7%
OTIS|Otis Worldwide Corp
SELL -1.68% 5.9M $605M +33.8%
TXN|Texas Instrs Inc
BUY +60.28% 2.7M $490M +42.9%
ZTS|Zoetis Inc
BUY NEW 2.5M $419M -54.8%
VRSN|Verisign Inc
SELL -8.72% 570.0K $145M +24.8%
VRSK|Verisk Analytics Inc
SELL -20.84% 330.6K $98M +111.3%
INTU|Intuit
BUY NEW 181.6K $112M -42.1%
EFX|Equifax Inc
SELL -35.18% 235.5K $57M +113.8%
QLYS|Qualys Inc
BUY +31.13% 718.6K $90M +39.1%
PAYC|Paycom Software Inc
BUY +28.18% 413.5K $90M +13.3%
IEX|Idex Corp
SELL EXIT +33.9%
DOCS|Doximity Inc
BUY +67.47% 1.2M $69M -58.4%
HD|Home Depot Inc
SELL -21.22% 114.7K $42M +18.7%
CPRX|Catalyst Pharmaceuticals Inc
BUY NEW 2.2M $52M +39.5%
MA|Mastercard Incorporated
SELL -22.77% 49.5K $27M +48.4%
2024-Q4
MSFT|Microsoft Corp
SELL -10.34% 6.2M $2.6B +237.2%
META|Meta Platforms Inc
SELL -6.36% 4.6M $2.7B +211.6%
SYK|Stryker Corporation
SELL -0.05% 5.3M $1.9B
ADP|Automatic Data Processing In
SELL -10.02% 5.0M $1.5B
V|Visa Inc
SELL -16.66% 4.6M $1.5B
4I1|Philip Morris Intl Inc
SELL -6.39% 11.2M $1.4B
WAT|Waters Corp
SELL -0.31% 3.6M $1.3B
IDXX|Idexx Labs Inc
SELL -0.05% 2.7M $1.1B
GOOGL|Alphabet Inc
SELL -0.06% 6.8M $1.3B +18.0%
MAR|Marriott Intl Inc
SELL -0.27% 4.3M $1.2B +40.6%
PEP|Pepsico Inc
SELL -1.33% 5.7M $861M
MTD|Mettler Toledo International
SELL -0.08% 591.5K $724M -6.4%
FTNT|Fortinet Inc
SELL -15.69% 8.5M $806M +162.6%
PG|Procter And Gamble Co
SELL -0.15% 4.6M $776M +15.3%
CHD|Church & Dwight Co Inc
SELL -0.37% 6.9M $718M +61.4%
OTIS|Otis Worldwide Corp
SELL -2.84% 6.0M $553M +38.1%
NKE|Nike Inc
SELL -2.60% 6.1M $464M -21.4%
BF-B|Brown Forman Corp
SELL -3.72% 9.6M $366M -30.8%
AAPL|Apple
SELL EXIT +47.4%
MKC|Mccormick & Co Non Vtg Shrs
SELL EXIT -31.4%
CGNX|Cognex Corp
SELL EXIT -21.7%
HD|Home Depot Inc
SELL -1.47% 145.6K $57M +24.3%
ZTS|Zoetis Inc
SELL -1.47% 227.3K $37M +4.3%
MEDP|Medpace Hldgs Inc
BUY NEW 127.5K $42M +79.5%
DOCS|Doximity Inc
BUY NEW 710.5K $38M -48.2%
MA|Mastercard Incorporated
SELL -1.47% 64.0K $34M +41.1%
MCD|Mcdonald S Ord
SELL EXIT +4.0%
2024-Q3
MSFT|Microsoft Corp
SELL -3.37% 6.9M $3.0B +238.3%
SYK|Stryker Corp
SELL -0.36% 5.3M $1.9B
ADP|Automatic Data Processing
SELL -0.25% 5.6M $1.5B
V|Visa Inc Class A Shares
SELL -0.10% 5.5M $1.5B
4I1|Philip Morris International
SELL -17.01% 12.0M $1.5B
IDXX|Idexx Laboratories Inc
BUY +0.04% 2.7M $1.3B +12.8%
WAT|Waters Corp
SELL -0.23% 3.6M $1.3B
GOOGL|Alphabet Cl A Ord
BUY +0.04% 6.9M $1.1B +107.8%
MAR|Marriott International Cl A
BUY +0.05% 4.3M $1.1B +52.2%
PEP|Pepsico Inc
SELL -0.37% 5.7M $976M
MTD|Mettler Toledo Ord
BUY +0.06% 591.9K $888M +0.9%
PG|Procter & Gamble Ord
SELL -0.30% 4.6M $802M +15.0%
FTNT|Fortinet Ord
SELL -1.63% 10.1M $785M +106.7%
CHD|Church And Dwight Ord
SELL -0.46% 6.9M $721M +56.4%
MKC|Mccormick & Co Non Vtg Shrs
SELL -82.80% 1.7M $142M -31.7%
OTIS|Otis Worldwide Ord
BUY +0.05% 6.1M $638M -24.1%
BF-B|Brown Forman Corp Class B
SELL -10.13% 10.0M $493M -28.7%
TXN|Texas Instruments Inc
BUY +10.09% 1.7M $351M +32.3%
VRSK|Verisk Analytics Inc
SELL -9.99% 417.7K $112M +96.6%
EFX|Equifax Inc
SELL -20.74% 363.3K $107M +151.1%
CLX|Clorox Company
BUY +7.59% 613.5K $100M -28.3%
EXPO|Exponent Inc
SELL -17.84% 836.5K $96M +11.6%
HD|Home Depot Ord
BUY +1.10% 147.8K $60M -9.6%
ZTS|Zoetis Cl A Ord
BUY +1.10% 230.7K $45M -59.0%
MA|Mastercard Cl A Ord
BUY +1.10% 65.0K $32M +27.6%
MCD|Mcdonald S Ord
BUY +1.11% 94.4K $29M -5.4%
2024-Q2
MSFT|Microsoft Corp
SELL -6.27% 7.1M $3.2B +235.9%
META|Meta Platforms Inc-class A
SELL -1.98% 4.9M $2.5B +162.7%
SYK|Stryker Corp
SELL -2.24% 5.4M $1.8B
V|Visa Inc Class A Shares
SELL -2.43% 5.6M $1.5B
4I1|Philip Morris International
SELL -2.35% 14.5M $1.5B
IDXX|Idexx Laboratories Inc
SELL -1.90% 2.7M $1.3B
ADP|Automatic Data Processing
SELL -3.12% 5.6M $1.3B
WAT|Waters Corp
SELL -2.97% 3.7M $1.1B
GOOGL|Alphabet Cl A Ord
SELL -1.89% 6.8M $1.2B +18.4%
MAR|Marriott International Cl A
SELL -2.29% 4.3M $1.0B +20.0%
PEP|Pepsico Inc
SELL -1.45% 5.8M $950M
MKC|Mccormick & Co Non Vtg Shrs
SELL -17.83% 10.0M $713M -35.5%
MTD|Mettler Toledo Ord
SELL -3.04% 591.6K $827M +2.6%
PG|Procter & Gamble Ord
SELL -3.16% 4.6M $766M +12.1%
CHD|Church And Dwight Ord
SELL -3.58% 6.9M $717M +62.7%
OTIS|Otis Worldwide Ord
SELL -2.49% 6.1M $591M +32.3%
FTNT|Fortinet Ord
BUY +25.82% 10.3M $620M +183.7%
NKE|Nike Inc Cl B
SELL -3.27% 6.3M $475M -5.9%
BF-B|Brown Forman Corp Class B
SELL -2.79% 11.1M $481M -24.9%
AAPL|Apple
SELL -2.44% 1.6M $328M +18.9%
TXN|Texas Instruments Inc
BUY +39.01% 1.5M $301M +39.5%
EFX|Equifax Inc
SELL -3.05% 458.4K $111M +106.5%
VRSK|Verisk Analytics Inc
SELL -3.05% 464.1K $125M +80.3%
VRSN|Verisign Inc
SELL -3.05% 624.5K $111M -2.7%
GGG|Graco Ord
SELL -3.05% 1.1M $90M +11.7%
EXPO|Exponent Inc
SELL -3.05% 1.0M $97M +0.1%
MSCI|Msci Inc
SELL -3.05% 166.6K $80M +180.3%
CHH|Choice Hotels International Ord
SELL -3.05% 733.9K $87M -0.7%
QLYS|Qualys Inc
SELL -3.05% 548.0K $78M +43.1%
IEX|Idex Ord
SELL -3.05% 362.5K $73M +50.7%
CLX|Clorox Company
SELL -3.05% 570.2K $78M +1.5%
CGNX|Cognex Corp
SELL -3.05% 1.9M $89M -12.2%
ROL|Rollins Ord
SELL -3.05% 1.6M $78M +29.0%
PAYC|Paycom Software Inc
SELL -0.82% 322.6K $46M -8.4%
ODD|Oddity Tech Ltd
BUY +21.69% 1.6M $63M -59.2%
SABR|Sabre Corp
SELL -0.82% 21.5M $57M -80.9%
HD|Home Depot Ord
SELL -0.26% 146.2K $50M +3.2%
ZTS|Zoetis Cl A Ord
SELL -0.26% 228.2K $40M -0.6%
MA|Mastercard Cl A Ord
SELL -0.26% 64.3K $28M +23.7%
MCD|Mcdonald S Ord
SELL -0.26% 93.4K $24M -6.3%
2024-Q1
MSFT|Microsoft Corp
SELL -4.10% 7.6M $3.2B +223.7%
META|Meta Platforms Inc-class A
SELL -0.58% 5.0M $2.4B +151.3%
SYK|Stryker Corp
SELL -0.61% 5.5M $2.0B
V|Visa Inc Class A Shares
SELL -0.84% 5.7M $1.6B
IDXX|Idexx Laboratories Inc
SELL -0.52% 2.7M $1.5B
ADP|Automatic Data Processing
SELL -0.87% 5.8M $1.4B
4I1|Philip Morris International
SELL -1.43% 14.8M $1.4B
WAT|Waters Corp
SELL -0.91% 3.8M $1.3B
PEP|Pepsico Inc
SELL -11.83% 5.8M $1.0B
MAR|Marriott International Cl A
SELL -0.62% 4.4M $1.1B +23.2%
GOOGL|Alphabet Cl A Ord
SELL -0.52% 7.0M $1.1B -1.8%
MKC|Mccormick & Co Non Vtg Shrs
SELL -18.96% 12.2M $939M -40.4%
MTD|Mettler Toledo Ord
BUY +7.49% 610.1K $812M +16.0%
PG|Procter & Gamble Ord
SELL -0.84% 4.8M $779M +7.8%
CHD|Church And Dwight Ord
SELL -1.28% 7.2M $748M +52.7%
NKE|Nike Inc Cl B
SELL -2.59% 6.5M $612M +2.7%
BF-B|Brown Forman Corp Class B
SELL -1.66% 11.5M $592M -11.8%
OTIS|Otis Worldwide Ord
SELL -2.28% 6.3M $625M +25.1%
FTNT|Fortinet Ord
BUY +11.50% 8.2M $558M +155.8%
AAPL|Apple
BUY +19.70% 1.6M $274M +72.2%
TXN|Texas Instruments Inc
BUY NEW 1.1M $194M +59.8%
VRSN|Verisign Inc
SELL -2.63% 644.1K $122M +6.6%
EFX|Equifax Inc
SELL -2.63% 472.8K $126M +118.6%
VRSK|Verisk Analytics Inc
SELL -7.89% 478.6K $113M +73.8%
QLYS|Qualys Inc
SELL -9.41% 565.2K $94M +63.9%
MSCI|Msci Inc
SELL -17.04% 171.9K $96M +219.6%
GGG|Graco Ord
SELL -2.63% 1.2M $110M +18.9%
SABR|Sabre Corp
SELL -2.63% 21.7M $52M -72.2%
CHH|Choice Hotels International Ord
BUY NEW 756.9K $96M -8.6%
EXPO|Exponent Inc
SELL -2.63% 1.1M $87M -14.3%
IEX|Idex Ord
SELL -2.63% 373.9K $91M +55.3%
CLX|Clorox Company
SELL -2.59% 588.1K $90M +10.4%
CGNX|Cognex Corp
SELL -2.63% 2.0M $83M -23.2%
ROL|Rollins Ord
SELL -2.63% 1.6M $76M +22.6%
PAYC|Paycom Software Inc
BUY +106.07% 325.3K $65M +23.3%
IPGP|Ipg Photonics Corp
SELL EXIT -39.1%
ODD|Oddity Tech Ltd
BUY +20.18% 1.3M $58M -65.5%
HD|Home Depot Ord
SELL -2.16% 146.6K $56M +10.4%
ZTS|Zoetis Cl A Ord
BUY +1.21% 228.8K $39M -60.3%
JNJ|Johnson & Johnson
SELL EXIT
MA|Mastercard Cl A Ord
BUY +1.21% 64.4K $31M +28.4%
MCD|Mcdonald S Ord
BUY +1.21% 93.6K $26M -10.9%
2023-Q4
MSFT|Microsoft Corp
SELL -8.16% 7.9M $3.0B +193.7%
META|Meta Platforms Inc-class A
SELL -0.15% 5.0M $1.8B +73.1%
SYK|Stryker Corp
SELL -0.11% 5.5M $1.7B
IDXX|Idexx Laboratories Inc
SELL -7.95% 2.7M $1.5B
V|Visa Inc Class A Shares
SELL -0.31% 5.7M $1.5B
4I1|Philip Morris International
SELL -0.18% 15.0M $1.4B
ADP|Automatic Data Processing
BUY +5.36% 5.8M $1.4B +22.9%
WAT|Waters Corp
SELL -0.15% 3.8M $1.3B
MKC|Mccormick & Co Non Vtg Shrs
SELL -1.45% 15.1M $1.0B -42.7%
PEP|Pepsico Inc
SELL -0.13% 6.6M $1.1B
GOOGL|Alphabet Cl A Ord
SELL -7.53% 7.0M $980M -6.9%
MAR|Marriott International Cl A
SELL -0.09% 4.4M $990M +1.3%
NKE|Nike Inc Cl B
SELL -0.25% 6.7M $726M +7.9%
PG|Procter & Gamble Ord
SELL -0.14% 4.8M $709M +0.7%
BF-B|Brown Forman Corp Class B
SELL -3.59% 11.7M $665M -9.3%
MTD|Mettler Toledo Ord
SELL -0.16% 567.6K $688M -21.5%
CHD|Church And Dwight Ord
SELL -0.15% 7.3M $687M +40.1%
OTIS|Otis Worldwide Ord
SELL -0.14% 6.4M $576M +14.5%
FTNT|Fortinet Ord
SELL -0.74% 7.3M $429M +109.9%
AAPL|Apple
BUY +0.10% 1.3M $257M +67.8%
VRSN|Verisign Inc
SELL -1.29% 661.5K $136M +12.9%
VRSK|Verisk Analytics Inc
SELL -1.29% 519.7K $124M +73.4%
QLYS|Qualys Inc
SELL -4.58% 624.0K $122M +67.2%
EFX|Equifax Inc
SELL -1.29% 485.6K $120M +69.7%
MSCI|Msci Inc
SELL -1.29% 207.2K $117M +195.7%
GGG|Graco Ord
SELL -1.29% 1.2M $105M +7.0%
SABR|Sabre Corp
SELL -1.29% 22.3M $98M -73.5%
EXPO|Exponent Inc
SELL -1.29% 1.1M $95M -11.9%
CGNX|Cognex Corp
SELL -1.29% 2.0M $84M -24.8%
CLX|Clorox Company
BUY NEW 603.8K $86M -24.1%
IEX|Idex Ord
SELL -1.29% 384.0K $83M +37.6%
ROL|Rollins Ord
SELL -1.29% 1.7M $74M +9.1%
IPGP|Ipg Photonics Corp
SELL -1.29% 549.0K $60M -35.8%
HD|Home Depot Ord
BUY +1.46% 149.8K $52M +8.2%
ODD|Oddity Tech Ltd
BUY +92.07% 1.1M $51M -54.0%
ZTS|Zoetis Cl A Ord
BUY +1.46% 226.1K $45M -57.3%
JNJ|Johnson & Johnson
BUY +1.46% 278.4K $44M +72.1%
PAYC|Paycom Software Inc
SELL -1.29% 157.8K $33M +7.6%
MCD|Mcdonald S Ord
BUY +0.19% 92.5K $27M -3.8%
MA|Mastercard Cl A Ord
BUY +1.46% 63.7K $27M +47.8%
2023-Q3
MSFT|Microsoft Corp
SELL -4.04% 8.6M $2.7B +162.0%
SYK|Stryker Corp
BUY +0.13% 5.5M $1.5B +12.5%
META|Meta Platforms Inc-class A
SELL -11.44% 5.0M $1.5B +59.9%
4I1|Philip Morris International
SELL -4.56% 15.1M $1.4B
IDXX|Idexx Laboratories Inc
BUY +0.10% 3.0M $1.3B +8.4%
V|Visa Inc Class A Shares
SELL -0.08% 5.8M $1.3B
MKC|Mccormick & Co Non Vtg Shrs
SELL -1.00% 15.3M $1.2B -25.8%
ADP|Automatic Data Processing
SELL -0.11% 5.5M $1.3B
PEP|Pepsico Inc
SELL -0.09% 6.6M $1.1B
EL|Estee Lauder Companies Cl A
SELL EXIT
WAT|Waters Corp
SELL -0.08% 3.8M $1.0B
GOOGL|Alphabet Cl A Ord
SELL -0.35% 7.6M $993M -10.6%
MAR|Marriott International Cl A
BUY NEW 4.4M $864M +77.1%
BF-B|Brown Forman Corp Class B
SELL -0.90% 12.1M $697M +5.9%
MTD|Mettler Toledo Ord
SELL -0.11% 568.5K $630M -11.1%
NKE|Nike Inc Cl B
SELL -0.12% 6.7M $641M +5.9%
PG|Procter & Gamble Ord
SELL -0.05% 4.8M $707M +4.0%
CHD|Church And Dwight Ord
BUY +9.09% 7.3M $667M +7.0%
OTIS|Otis Worldwide Ord
SELL -0.07% 6.5M $518M +17.4%
FTNT|Fortinet Ord
BUY +112.87% 4.9M $289M +182.2%
AAPL|Apple
BUY +0.05% 1.3M $228M +74.6%
VRSN|Verisign Inc
SELL -0.69% 670.2K $136M +12.2%
VRSK|Verisk Analytics Inc
SELL -0.69% 526.5K $124M +71.4%
MASI|Masimo Corp
SELL EXIT -23.1%
EFX|Equifax Inc
SELL -0.69% 491.9K $90M +72.1%
CGNX|Cognex Corp
SELL -0.69% 2.0M $87M -5.1%
MSCI|Msci Inc
SELL -0.69% 209.9K $108M +204.8%
GGG|Graco Ord
SELL -0.51% 1.2M $89M +4.5%
EXPO|Exponent Inc
SELL -0.69% 1.1M $94M -4.7%
SABR|Sabre Corp
SELL -0.69% 22.6M $101M -68.5%
QLYS|Qualys Inc
SELL -0.69% 653.9K $100M +40.6%
IEX|Idex Ord
SELL -0.54% 389.0K $81M +47.8%
IPGP|Ipg Photonics Corp
SELL -0.72% 556.2K $56M -28.5%
ROL|Rollins Ord
SELL -0.69% 1.7M $64M +12.8%
PAYC|Paycom Software Inc
SELL -0.69% 159.9K $41M +54.3%
HD|Home Depot Ord
BUY +0.19% 147.7K $45M +0.8%
JNJ|Johnson & Johnson
BUY +0.19% 274.4K $43M +62.3%
ZTS|Zoetis Cl A Ord
BUY +0.19% 222.8K $39M -58.8%
MA|Mastercard Cl A Ord
BUY +0.68% 62.8K $25M +48.6%
MCD|Mcdonald S Ord
BUY NEW 92.3K $24M -8.9%
ODD|Oddity Tech Ltd
BUY NEW 575.0K $16M -65.2%
2023-Q2
MSFT|Microsoft Corp
SELL -0.20% 9.0M $3.1B +148.7%
SYK|Stryker Corp
BUY +0.24% 5.5M $1.7B +11.8%
META|Meta Platforms Inc-class A
SELL -0.20% 5.7M $1.6B +29.2%
4I1|Philip Morris International
SELL -4.12% 15.8M $1.5B
IDXX|Idexx Laboratories Inc
BUY +0.25% 3.0M $1.5B +13.1%
V|Visa Inc Class A Shares
BUY +2.63% 5.8M $1.4B +66.2%
MKC|Mccormick & Co Non Vtg Shrs
SELL -0.20% 15.5M $1.3B -22.6%
EL|Estee Lauder Companies Cl A
SELL -0.18% 5.4M $1.1B
ADP|Automatic Data Processing
SELL -0.28% 5.5M $1.2B
PEP|Pepsico Inc
SELL -0.20% 6.6M $1.2B
WAT|Waters Corp
BUY +3.00% 3.8M $1.0B +56.6%
GOOGL|Alphabet Cl A Ord
SELL -0.16% 7.6M $912M -18.5%
MTD|Mettler Toledo Ord
BUY +1.38% 569.1K $747M +2.3%
NKE|Nike Inc Cl B
SELL -0.23% 6.7M $741M +19.8%
BF-B|Brown Forman Corp Class B
SELL -0.28% 12.2M $814M +1.3%
CHD|Church And Dwight Ord
SELL -21.08% 6.7M $668M +47.9%
PG|Procter & Gamble Ord
BUY +182.51% 4.8M $736M -5.1%
AMZN|Amazon Com Ord
SELL EXIT -34.2%
OTIS|Otis Worldwide Ord
BUY +2.77% 6.5M $575M -15.4%
AAPL|Apple
SELL -0.70% 1.3M $258M +13.6%
MASI|Masimo Corp
SELL -4.44% 730.4K $120M +16.1%
GGG|Graco Ord
BUY +125.17% 1.2M $106M +2.3%
IPGP|Ipg Photonics Corp
SELL -34.42% 560.2K $76M -22.6%
EXPO|Exponent Inc
BUY NEW 1.1M $103M -27.6%
IEX|Idex Ord
SELL -1.13% 391.1K $84M +42.1%
HD|Home Depot Ord
SELL -4.09% 147.4K $46M -10.3%
JNJ|Johnson & Johnson
SELL -1.30% 273.9K $45M
ZTS|Zoetis Cl A Ord
SELL -1.30% 222.4K $38M +1.6%
MAR|Marriott International Cl A
BUY +88.90% 188.1K $35M +102.9%
MA|Mastercard Cl A Ord
BUY +49.61% 62.3K $25M +57.9%
EW|Edwards Lifesciences Ord
SELL EXIT -10.2%
2023-Q1
MSFT|Microsoft Corp
BUY +0.01% 9.0M $2.6B +99.1%
4I1|Philip Morris International
SELL -0.07% 16.5M $1.6B
SYK|Stryker Corp
SELL -1.94% 5.5M $1.6B
IDXX|Idexx Laboratories Inc
SELL -14.22% 3.0M $1.5B
EL|Estee Lauder Companies Cl A
SELL -4.42% 5.4M $1.3B
ADP|Automatic Data Processing
BUY +0.02% 5.5M $1.2B +26.8%
MKC|Mccormick & Co Non Vtg Shrs
BUY +0.02% 15.5M $1.3B -27.2%
V|Visa Inc Class A Shares
BUY +0.02% 5.6M $1.3B +70.9%
WAT|Waters Corp
BUY +0.24% 3.7M $1.1B +28.9%
PEP|Pepsico Inc
BUY +0.02% 6.7M $1.2B -20.4%
META|Meta Platforms Inc-class A
BUY +3.42% 5.7M $1.2B +227.2%
MTD|Mettler Toledo Ord
BUY +0.09% 561.4K $859M -6.2%
BF-B|Brown Forman Corp Class B
BUY +0.69% 12.2M $786M -58.2%
GOOGL|Alphabet Cl A Ord
BUY +0.02% 7.6M $791M +259.8%
CHD|Church And Dwight Ord
BUY +0.04% 8.4M $747M +22.7%
ADBE|Adobe Ord
SELL EXIT -23.9%
OTIS|Otis Worldwide Ord
BUY +0.02% 6.3M $530M -13.7%
PG|Procter & Gamble Ord
BUY +444.40% 1.7M $255M +1.0%
AAPL|Apple
BUY +185.99% 1.3M $221M +109.1%
JNJ|Johnson & Johnson
BUY +0.60% 277.5K $43M +65.7%
HD|Home Depot Ord
BUY +0.59% 153.7K $45M +4.6%
GGG|Graco Ord
BUY NEW 545.9K $40M +14.5%
ZTS|Zoetis Cl A Ord
BUY +0.60% 225.3K $38M -54.6%
MAR|Marriott International Cl A
BUY NEW 99.6K $17M +109.1%
MA|Mastercard Cl A Ord
BUY NEW 41.7K $15M +63.7%
2022-Q4
MSFT|Microsoft Corp
SELL -2.74% 9.0M $2.2B +92.4%
4I1|Philip Morris International
SELL -0.08% 16.5M $1.7B
EL|Estee Lauder Companies Cl A
SELL -4.64% 5.7M $1.4B
IDXX|Idexx Laboratories Inc
SELL -4.89% 3.4M $1.4B
SYK|Stryker Corp
SELL -0.38% 5.6M $1.4B
ADP|Automatic Data Processing
SELL -0.56% 5.5M $1.3B
MKC|Mccormick & Co Non Vtg Shrs
SELL -0.07% 15.5M $1.3B -27.4%
WAT|Waters Corp
SELL -0.09% 3.7M $1.3B
PEP|Pepsico Inc
SELL -6.82% 6.7M $1.2B
V|Visa Inc Class A Shares
SELL -0.41% 5.6M $1.2B
BF-B|Brown Forman Corp Class B
SELL -0.65% 12.1M $798M +6.1%
MTD|Mettler Toledo Ord
SELL -0.10% 560.9K $811M +1.6%
NKE|Nike Inc Cl B
SELL -0.12% 6.7M $787M +4.7%
AMZN|Amazon Com Ord
SELL -0.10% 6.8M $569M -45.4%
META|Meta Platforms Inc-class A
SELL -0.06% 5.5M $659M -37.7%
GOOGL|Alphabet Cl A Ord
SELL -0.09% 7.6M $673M -33.9%
ADBE|Adobe Ord
SELL -0.09% 2.1M $710M -29.9%
CHD|Church And Dwight Ord
SELL -0.14% 8.4M $681M +19.6%
INTU|Intuit Inc
SELL EXIT -33.2%
OTIS|Otis Worldwide Ord
SELL -0.08% 6.3M $492M +6.4%
PYPL|Paypal Holdings Inc
SELL EXIT
SABR|Sabre Corp
SELL -0.11% 22.7M $140M -61.3%
VRSN|Verisign Inc
SELL -0.11% 674.8K $139M +6.4%
FTNT|Fortinet Ord
SELL -0.11% 2.3M $113M +104.0%
MASI|Masimo Corp
SELL -0.11% 764.3K $113M -5.5%
MSCI|Msci Inc
SELL -0.11% 211.3K $98M +167.8%
CGNX|Cognex Corp
SELL -0.11% 2.1M $97M -6.5%
EFX|Equifax Inc
SELL -0.11% 495.3K $96M +64.3%
VRSK|Verisk Analytics Inc
SELL -0.11% 530.1K $94M +28.2%
QLYS|Qualys Inc
SELL -0.46% 658.4K $74M +17.9%
IPGP|Ipg Photonics Corp
SELL -0.11% 854.3K $81M -39.5%
AAPL|Apple
BUY +2.79% 469.2K $61M +118.8%
ROL|Rollins Ord
SELL -0.11% 1.7M $63M +7.7%
AKX|Ansys Inc
SELL EXIT
IEX|Idex Ord
BUY +174.94% 263.7K $60M +2.6%
PAYC|Paycom Software Inc
SELL -0.19% 161.0K $50M +69.4%
JNJ|Johnson & Johnson
BUY +0.35% 275.8K $49M +52.3%
HD|Home Depot Ord
BUY +0.34% 152.8K $48M +5.3%
PG|Procter & Gamble Ord
BUY +0.35% 315.3K $48M +1.5%
ZTS|Zoetis Cl A Ord
BUY +0.35% 224.0K $33M -49.4%
MELI|Mercadolibre
SELL EXIT +102.3%
WNS|Wns Holdings - ADR
SELL EXIT
G|Genpact Ltd
SELL EXIT -8.9%
TSM|Taiwan Semiconductor Manufacturing US ADR
SELL EXIT -23.2%
XP|Xp Class A
SELL EXIT -53.4%
2022-Q3
MSFT|Microsoft Corp
SELL -7.34% 9.3M $2.2B +109.4%
4I1|Philip Morris International
BUY +0.06% 16.5M $1.4B
EL|Estee Lauder Companies Cl A
BUY +0.08% 6.0M $1.3B -58.7%
MKC|Mccormick & Co Non Vtg Shrs
BUY +0.09% 15.5M $1.1B -35.1%
IDXX|Idexx Laboratories Inc
BUY +0.05% 3.6M $1.2B +47.5%
ADP|Automatic Data Processing
BUY +0.11% 5.6M $1.3B +19.5%
WAT|Waters Corp
BUY +0.11% 3.7M $995M +28.2%
SYK|Stryker Corp
SELL -6.96% 5.6M $1.1B
PEP|Pepsico Inc
BUY +0.10% 7.1M $1.2B -18.7%
V|Visa Inc Class A Shares
BUY +0.09% 5.6M $1.0B +84.4%
INTU|Intuit Inc
SELL -28.45% 1.7M $657M -26.7%
META|Meta Platforms Inc-class A
BUY +0.05% 5.5M $744M +249.8%
BF-B|Brown Forman Corp Class B
BUY +0.11% 12.2M $814M -62.1%
CHD|Church And Dwight Ord
BUY +0.16% 8.5M $604M +16.9%
ADBE|Adobe Ord
BUY +0.12% 2.1M $581M -24.7%
AMZN|Amazon Com Ord
BUY +0.08% 6.8M $767M +102.1%
GOOGL|Alphabet Cl A Ord
BUY +0.10% 7.6M $730M +204.8%
NKE|Nike Inc Cl B
BUY +0.10% 6.7M $560M -64.5%
PYPL|Paypal Holdings Inc
SELL -41.86% 5.6M $483M
MTD|Mettler Toledo Ord
BUY +3.89% 561.5K $609M +13.9%
OTIS|Otis Worldwide Ord
BUY NEW 6.3M $401M -1.7%
SABR|Sabre Corp
BUY +1.17% 22.7M $117M -68.0%
FTNT|Fortinet Ord
BUY +1.17% 2.3M $114M +228.4%
VRSN|Verisign Inc
BUY +1.20% 675.5K $117M +61.7%
QLYS|Qualys Inc
SELL -28.90% 661.4K $92M +37.9%
MASI|Masimo Corp
BUY +1.17% 765.2K $108M +22.9%
VRSK|Verisk Analytics Inc
BUY +1.12% 530.7K $90M +2.6%
AKX|Ansys Inc
SELL -27.58% 274.6K $61M
EFX|Equifax Inc
BUY +1.17% 495.9K $85M -1.6%
MSCI|Msci Inc
BUY +1.17% 211.6K $89M +24.8%
CGNX|Cognex Corp
BUY +1.23% 2.1M $85M +40.7%
IPGP|Ipg Photonics Corp
BUY +1.17% 855.2K $72M -10.7%
PAYC|Paycom Software Inc
SELL -36.92% 161.3K $53M +83.1%
ROL|Rollins Ord
SELL -8.05% 1.7M $60M +1.0%
AAPL|Aapl US
BUY NEW 456.5K $63M +101.9%
WING|Wingstop Ord
SELL EXIT +33.1%
JNJ|Johnson & Johnson
BUY +0.51% 274.8K $45M +58.6%
PG|Procter & Gamble Ord
BUY +0.51% 314.2K $40M -0.6%
HD|Home Depot Ord
BUY +0.50% 152.3K $42M +10.4%
ZTS|Zoetis Cl A Ord
BUY +0.51% 223.2K $33M -55.9%
IEX|Idex Ord
BUY NEW 95.9K $19M +14.2%
EW|Edwards Lifesciences Ord
BUY NEW 10.0K $825000 -7.6%
2022-Q2
MSFT|Microsoft Corp
BUY +0.02% 10.0M $2.6B +86.9%
IDXX|Idexx Laboratories Inc
BUY +0.02% 3.6M $1.3B +46.4%
4I1|Philip Morris International
BUY +0.13% 16.5M $1.6B
EL|Estee Lauder Companies Cl A
BUY +2.70% 6.0M $1.5B -58.7%
SYK|Stryker Corp
BUY +3.48% 6.0M $1.2B +37.4%
MKC|Mccormick & Co Non Vtg Shrs
BUY +0.04% 15.5M $1.3B -44.1%
INTU|Intuit Inc
SELL -21.13% 2.4M $914M -30.8%
PEP|Pepsico Inc
SELL -8.59% 7.1M $1.2B
ADP|Automatic Data Processing
BUY +0.05% 5.6M $1.2B +30.1%
V|Visa Inc Class A Shares
BUY +0.04% 5.6M $1.1B +82.4%
WAT|Waters Corp
BUY +0.04% 3.7M $1.2B +32.1%
META|Meta Platforms Inc-class A
BUY +0.01% 5.5M $883M +194.0%
PYPL|Paypal Holdings Inc
SELL -7.87% 9.7M $674M
AMZN|Amazon Com Ord
BUY +0.02% 6.8M $720M +120.0%
GOOGL|Alphabet Cl A Ord
BUY +0.22% 381.3K $42M +194.3%
NKE|Nike Inc Cl B
BUY +0.02% 6.7M $688M -67.6%
ADBE|Adobe Ord
BUY +9.65% 2.1M $772M -29.0%
BF-B|Brown Forman Corp Class B
BUY +3.64% 12.2M $857M -59.3%
CHD|Church And Dwight Ord
BUY +0.07% 8.4M $782M +7.0%
SBUX|Starbucks Corp
SELL EXIT -7.0%
MTD|Mettler Toledo Ord
BUY +30.99% 540.5K $621M +11.4%
SABR|Sabre Corp
SELL -0.90% 22.5M $131M -48.0%
FTNT|Fortinet Ord
SELL -0.90% 2.3M $130M +130.2%
VRSK|Verisk Analytics Inc
SELL -25.53% 524.8K $91M +28.4%
AKX|Ansys Inc
SELL -18.59% 379.1K $91M
CGNX|Cognex Corp
BUY +6.82% 2.0M $87M +28.5%
VRSN|Verisign Inc
BUY +6.54% 667.5K $112M +68.9%
QLYS|Qualys Inc
SELL -0.92% 930.2K $117M +25.2%
EFX|Equifax Inc
SELL -0.92% 490.1K $90M +74.0%
MASI|Masimo Corp
SELL -0.63% 756.3K $99M -7.1%
MSCI|Msci Inc
SELL -0.90% 209.1K $86M +150.7%
WING|Wingstop Ord
SELL -0.85% 825.5K $62M -13.8%
IPGP|Ipg Photonics Corp
SELL -0.90% 845.3K $80M -33.8%
PAYC|Paycom Software Inc
SELL -0.91% 255.7K $72M +54.7%
ROL|Rollins Ord
SELL -17.65% 1.9M $66M -3.5%
JNJ|Johnson & Johnson
BUY +12.79% 273.5K $49M +49.1%
PG|Procter & Gamble Ord
BUY +0.74% 312.6K $45M -6.2%
HD|Home Depot Ord
BUY +2.32% 151.5K $42M +9.6%
ZTS|Zoetis Cl A Ord
BUY +0.74% 222.1K $38M -56.2%
TSM|Taiwan Semiconductor Manufacturing US ADR
BUY +9.76% 155.6K $13M +360.6%
2022-Q1
MSFT|Microsoft Corp
SELL -22.95% 10.0M $3.1B +139.3%
IDXX|Idexx Laboratories Inc
SELL -14.71% 3.6M $2.0B
EL|Estee Lauder Companies Cl A
SELL -19.12% 5.8M $1.6B
PYPL|Paypal Holdings Inc
SELL -19.53% 10.5M $1.2B
INTU|Intuit Inc
SELL -19.45% 3.0M $1.4B -12.7%
META|Meta Platforms Inc-class A
SELL -19.46% 5.5M $1.2B +18.0%
4I1|Philip Morris International
SELL -19.42% 16.5M $1.5B
SYK|Stryker Corp
SELL -19.39% 5.8M $1.6B
MKC|Mccormick & Co Non Vtg Shrs
SELL -18.11% 15.5M $1.5B -15.1%
PEP|Pepsico Inc
SELL -25.06% 7.8M $1.3B
ADP|Automatic Data Processing
SELL -21.59% 5.6M $1.3B
WAT|Waters Corp
SELL -18.25% 3.7M $1.1B
V|Visa Inc Class A Shares
SELL -18.06% 5.6M $1.2B
NKE|Nike Inc Cl B
SELL -23.16% 6.7M $905M +44.0%
AMZN|Amazon Com Ord
SELL -20.34% 338.9K $1.1B -10.2%
SBUX|Starbucks Corp
SELL -28.88% 8.2M $749M +14.1%
JNJ|Johnson & Johnson
SELL -96.64% 242.4K $43M
GOOGL|Alphabet Cl A Ord
SELL -9.23% 380.4K $1.1B -6.9%
CHD|Church And Dwight Ord
SELL -27.62% 8.4M $839M +55.4%
BF-B|Brown Forman Corp Class B
SELL -23.74% 11.8M $790M +5.4%
ADBE|Adobe Ord
BUY NEW 1.9M $876M -39.0%
MTD|Mettler Toledo Ord
BUY NEW 412.6K $567M -0.7%
SABR|Sabre Corp
BUY +0.01% 22.7M $259M -77.3%
FTNT|Fortinet Ord
SELL -27.33% 462.0K $158M +144.9%
EFX|Equifax Inc
SELL -27.60% 494.7K $117M +103.1%
AKX|Ansys Inc
BUY +0.01% 465.7K $148M
VRSK|Verisk Analytics Inc
SELL -11.27% 704.7K $151M +43.9%
VRSN|Verisign Inc
SELL -9.83% 626.5K $139M +17.3%
AOS|Ao Smith
SELL EXIT +46.9%
QLYS|Qualys Inc
SELL -12.49% 938.8K $134M +21.9%
CGNX|Cognex Corp
BUY +5.24% 1.9M $147M -5.5%
MSCI|Msci Inc
BUY +0.01% 211.0K $106M +10.9%
MASI|Masimo Corp
BUY +74.59% 761.1K $111M -9.8%
WING|Wingstop Ord
SELL -1.62% 832.5K $98M +54.6%
PAYC|Paycom Software Inc
BUY +18.17% 258.1K $89M -29.2%
ROL|Rollins Ord
SELL -12.90% 2.3M $80M -8.8%
HD|Home Depot Ord
SELL -7.25% 148.1K $44M +6.1%
ZTS|Zoetis Cl A Ord
SELL -16.38% 220.4K $42M +15.7%
PG|Procter & Gamble Ord
SELL -16.38% 310.3K $47M +15.5%
CL|Colgate Palmolive Co
SELL EXIT +3.2%
2021-Q4
MSFT|Microsoft
BUY +8.04% 13.0M $4.4B +52.8%
PYPL|Paypal Holdings Inc
BUY +5.95% 13.0M $2.5B -70.1%
IDXX|Idexx Laboratories
BUY +0.00% 4.2M $2.8B -12.9%
EL|Estee Lauder
BUY +4.88% 7.2M $2.7B -68.9%
INTU|Intuit Inc
SELL -18.54% 3.7M $2.4B +5.9%
META|Meta Platforms Inc
BUY +5.59% 6.8M $2.3B +71.4%
4I1|Philip Morris International
BUY +5.53% 20.4M $1.9B
SYK|Stryker Corp
BUY +3.38% 7.3M $1.9B +22.3%
MKC|Mccormick & Co Non Vtg Shrs
BUY +1.05% 18.9M $1.8B -34.0%
PEP|Pepsico Inc
BUY +3.23% 10.4M $1.8B -14.5%
ADP|Automatic Data Processing
SELL -0.02% 7.1M $1.7B
WAT|Waters Corp
SELL -0.01% 4.5M $1.7B
V|Visa Inc Class A Shares
BUY +4.15% 6.9M $1.5B +77.9%
NKE|Nike Inc Cl B
SELL -0.12% 8.8M $1.5B +68.2%
AMZN|Amazon Com Inc
BUY +15.65% 425.4K $1.4B -92.5%
SBUX|Starbucks Corp
BUY +7.74% 11.6M $1.4B -4.7%
JNJ|Johnson & Johnson
BUY +0.22% 7.2M $1.2B +62.8%
GOOGL|Alphabet Inc
BUY NEW 419.1K $1.2B -88.3%
CHD|Church & Dwight Inc
BUY +5.77% 11.7M $1.2B +13.2%
BF-B|Brown Forman Corp Class B
BUY +7.15% 15.5M $1.1B -62.0%
SABR|Sabre
BUY +12.83% 22.7M $195M -76.6%
FTNT|Fortinet Inc
BUY +0.21% 635.8K $228M -47.9%
EFX|Equifax
BUY +0.22% 683.2K $200M -32.0%
AKX|Ansys
BUY +0.21% 465.6K $187M
VRSK|Verisk Analytics
BUY +0.22% 794.2K $182M -12.4%
VRSN|Verisign
BUY +0.21% 694.8K $176M +23.8%
AOS|Ao Smith
BUY +0.21% 1.8M $153M -21.8%
QLYS|Qualys
BUY +0.22% 1.1M $147M +43.8%
IPGP|Ipg Photonics
BUY +6.83% 853.0K $147M -49.0%
CGNX|Cognex
BUY +11.45% 1.8M $141M -21.5%
MSCI|Msci
BUY +0.21% 211.0K $129M -9.4%
MASI|Masimo
BUY +0.21% 435.9K $128M -36.7%
PAYC|Paycom Software
BUY +0.21% 218.4K $91M -51.2%
WING|Wingstop Inc
BUY +0.22% 564.2K $97M -25.1%
ROL|Rollins Inc
BUY +16.52% 2.6M $90M +1.4%
HD|Home Depot Inc
BUY +7.62% 159.6K $66M -11.8%
ZTS|Zoetis Inc
BUY +9.61% 263.6K $64M -65.8%
PG|Procter And Gamble Co
BUY +16.64% 371.1K $61M -2.3%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +9.32% 141.7K $17M +263.8%
WNS|Wns Hldgs Ltd
BUY +2.26% 193.2K $17M
G|Genpact Limited
BUY +3.97% 317.3K $17M -25.8%
CL|Colgate Palmolive Co
BUY +4.79% 128.8K $11M +17.7%
2021-Q3
PYPL|Paypal Holdings Inc
SELL -0.01% 12.3M $3.2B
MSFT|Microsoft
SELL -0.01% 12.0M $3.4B +164.6%
IDXX|Idexx Laboratories
SELL -0.01% 4.2M $2.6B
INTU|Intuit Inc
SELL -0.01% 4.6M $2.5B -8.9%
EL|Estee Lauder
BUY +0.02% 6.8M $2.0B -67.5%
SYK|Stryker Corp
BUY +0.02% 7.0M $1.9B +20.3%
WAT|Waters Corp
BUY +2.34% 4.5M $1.6B +6.5%
MKC|Mccormick & Co Non Vtg Shrs
BUY +5.11% 18.7M $1.5B -36.4%
V|Visa Inc Class A Shares
BUY +0.90% 6.6M $1.5B +62.1%
PEP|Pepsico Inc
BUY +0.05% 10.1M $1.5B -10.0%
ADP|Automatic Data Processing
SELL -0.01% 7.1M $1.4B
NKE|Nike Inc Cl B
BUY +0.10% 8.8M $1.3B -76.5%
AMZN|Amazon Com Inc
BUY NEW 367.9K $1.2B -92.6%
SBUX|Starbucks Corp
SELL -0.01% 10.7M $1.2B +46.8%
JNJ|Johnson & Johnson
BUY +0.67% 7.2M $1.2B +54.6%
BDX|Becton Dickinson And Co
SELL EXIT
BF-B|Brown Forman Corp Class B
BUY +14.50% 14.4M $966M -61.5%
CHD|Church & Dwight Inc
BUY +19.50% 11.0M $910M +21.3%
SABR|Sabre
BUY +28.96% 20.1M $238M -81.0%
FTNT|Fortinet Inc
SELL -15.64% 634.4K $185M +136.2%
EFX|Equifax
BUY +0.36% 681.8K $173M -26.6%
VRSK|Verisk Analytics
BUY +0.35% 792.5K $159M -0.1%
AKX|Ansys
BUY +14.93% 464.7K $158M
VRSN|Verisign
BUY +17.80% 693.3K $142M +36.1%
CGNX|Cognex
BUY +0.36% 1.6M $130M -27.0%
IPGP|Ipg Photonics
BUY +26.05% 798.5K $126M -51.8%
MSCI|Msci
BUY +0.36% 210.5K $128M -8.8%
AOS|Ao Smith
BUY +0.36% 1.8M $108M -12.2%
QLYS|Qualys
BUY +0.36% 1.1M $119M +71.9%
MASI|Masimo
BUY +0.36% 435.0K $118M -34.0%
PAYC|Paycom Software
BUY +0.36% 217.9K $108M -49.1%
WING|Wingstop Inc
BUY +0.36% 563.0K $92M -25.7%
ROL|Rollins Inc
BUY +0.35% 2.2M $79M -4.4%
HD|Home Depot Inc
BUY NEW 148.3K $49M +0.1%
ZTS|Zoetis Inc
BUY +9.04% 240.5K $47M -63.0%
PG|Procter And Gamble Co
BUY +5.99% 318.2K $44M +0.5%
MAR|Marriott International Cl A
SELL EXIT -28.9%
WNS|Wns Hldgs Ltd
BUY +59.12% 188.9K $15M
G|Genpact Limited
BUY NEW 305.2K $14M -24.3%
CL|Colgate Palmolive Co
BUY +0.62% 122.9K $9M +15.5%
2021-Q2
PYPL|Paypal Holdings Inc
SELL -0.12% 12.3M $3.6B
MSFT|Microsoft
SELL -0.12% 12.0M $3.3B +130.9%
IDXX|Idexx Laboratories
BUY +0.52% 4.2M $2.7B -0.8%
INTU|Intuit Inc
BUY +0.12% 4.6M $2.2B -16.9%
META|Facebook
BUY +0.10% 6.4M $2.2B +79.1%
EL|Estee Lauder
BUY +0.34% 6.8M $2.2B -64.9%
4I1|Philip Morris International
SELL -0.18% 19.4M $1.9B
SYK|Stryker Corp
BUY +0.11% 7.0M $1.8B +26.0%
MKC|Mccormick & Co Non Vtg Shrs
BUY +3.39% 17.8M $1.6B -38.9%
V|Visa Inc Class A Shares
BUY +0.68% 6.5M $1.5B +65.7%
WAT|Waters Corp
BUY +0.33% 4.4M $1.5B +34.9%
PEP|Pepsico Inc
BUY +0.54% 10.1M $1.5B -4.3%
ADP|Automatic Data Processing
SELL -0.23% 7.1M $1.4B
NKE|Nike Inc Cl B
BUY +10.45% 8.8M $1.4B -71.2%
SBUX|Starbucks Corp
BUY +0.24% 10.7M $1.2B -4.9%
JNJ|Johnson & Johnson
BUY +7.75% 7.2M $1.2B +60.9%
BDX|Becton Dickinson And Co
SELL -0.15% 4.3M $1.1B
BF-B|Brown Forman Corp Class B
BUY +12.15% 12.6M $944M -64.1%
CHD|Church & Dwight Inc
SELL -1.19% 9.2M $786M +49.5%
SABR|Sabre
BUY +4.35% 15.6M $194M -84.7%
FTNT|Fortinet Inc
BUY +0.55% 752.0K $179M -16.6%
EFX|Equifax
BUY +0.55% 679.3K $163M -18.3%
AKX|Ansys
BUY +12.74% 404.3K $140M
VRSK|Verisk Analytics
BUY +12.85% 789.7K $138M +9.5%
CGNX|Cognex
BUY +0.55% 1.6M $136M -21.1%
VRSN|Verisign
BUY +0.55% 588.5K $134M +34.4%
IPGP|Ipg Photonics
BUY +0.55% 633.5K $134M -59.5%
AOS|Ao Smith
BUY +0.55% 1.8M $127M -9.2%
MSCI|Msci
BUY +0.55% 209.8K $112M +21.3%
QLYS|Qualys
BUY +0.53% 1.1M $107M +84.6%
MASI|Masimo
BUY +0.55% 433.4K $105M -20.8%
WING|Wingstop Inc
BUY +25.34% 560.9K $88M -11.4%
PAYC|Paycom Software
BUY +0.55% 217.1K $79M -32.4%
ROL|Rollins Inc
BUY +21.62% 2.2M $77M +2.9%
MAR|Marriott International Cl A
BUY +0.42% 297.4K $41M +146.0%
ZTS|Zoetis Inc
BUY +3.93% 220.6K $41M -56.7%
PG|Procter And Gamble Co
BUY +255.01% 300.2K $41M +5.9%
TSM|Taiwan Semiconductor Mfg Ltd
BUY +9.88% 129.6K $16M +264.6%
CL|Colgate Palmolive Co
BUY +1.75% 122.1K $10M +11.5%
WNS|Wns Hldgs Ltd
BUY NEW 118.7K $9M
HD|Home Depot Inc
SELL -17.47% 4.3K $1M +15.0%
2021-Q1
PYPL|Paypal Holdings Inc
SELL -0.24% 12.3M $3.0B
MSFT|Microsoft
SELL -0.19% 12.0M $2.8B +113.2%
IDXX|Idexx Laboratories
SELL -0.14% 4.2M $2.1B
EL|Estee Lauder
BUY +0.30% 6.8M $2.0B -62.7%
META|Facebook
BUY +0.23% 6.4M $1.9B +113.2%
INTU|Intuit Inc
SELL -0.23% 4.6M $1.8B -35.2%
4I1|Philip Morris International
SELL -0.41% 19.4M $1.7B
SYK|Stryker Corp
BUY +5.60% 7.0M $1.7B +33.6%
MKC|Mccormick & Co Non Vtg Shrs
BUY +6.73% 17.2M $1.5B -38.7%
PEP|Pepsico Inc
BUY +3.98% 10.0M $1.4B +1.3%
V|Visa Inc Class A Shares
BUY +6.05% 6.5M $1.4B +81.4%
ADP|Automatic Data Processing
BUY +0.37% 7.1M $1.3B +67.5%
WAT|Waters Corp
SELL -0.37% 4.4M $1.2B
SBUX|Starbucks Corp
BUY +2.68% 10.7M $1.2B +2.2%
NKE|Nike Inc Cl B
BUY +2.51% 7.9M $1.1B -72.4%
JNJ|Johnson & Johnson
BUY +3.88% 6.6M $1.1B +64.8%
BDX|Becton Dickinson And Co
SELL -0.24% 4.3M $1.1B
BF-B|Brown Forman Corp Class B
BUY +9.52% 11.2M $775M -62.7%
CHD|Church & Dwight Inc
BUY +10.52% 6.2M $544M +23.1%
SABR|Sabre
BUY +9.67% 14.9M $221M -83.1%
IPGP|Ipg Photonics
BUY +0.42% 630.0K $133M -63.3%
FTNT|Fortinet Inc
BUY +0.42% 747.9K $138M +4.8%
CGNX|Cognex
BUY +0.42% 1.6M $134M -24.7%
AKX|Ansys
BUY +0.42% 358.6K $122M
EFX|Equifax
BUY +0.42% 675.6K $122M +7.5%
VRSK|Verisk Analytics
BUY +15.07% 699.8K $124M +2.5%
AOS|Ao Smith
BUY +18.07% 1.8M $119M +3.1%
VRSN|Verisign
BUY +17.40% 585.3K $116M +50.4%
MASI|Masimo
BUY +0.42% 431.1K $99M -29.8%
QLYS|Qualys
BUY +13.63% 1.1M $111M +78.9%
PAYC|Paycom Software
BUY +0.42% 215.9K $80M -39.4%
MSCI|Msci
BUY +0.42% 208.6K $87M +36.4%
ROL|Rollins Inc
BUY NEW 1.8M $63M -0.2%
WING|Wingstop Inc
BUY NEW 447.6K $57M -10.1%
MELI|Mercadolibre
SELL -15.00% 24.2K $36M +294.3%
MAR|Marriott International Cl A
BUY +6.57% 296.2K $44M +170.4%
ZTS|Zoetis Inc
BUY +75.37% 212.2K $33M -52.5%
PG|Procter And Gamble Co
BUY +121.54% 84.6K $11M +11.0%
CL|Colgate Palmolive Co
BUY +7.09% 120.0K $9M +16.0%
HD|Home Depot Inc
BUY NEW 5.3K $2M +19.3%
2020-Q4
PYPL|Paypal Holdings Inc
SELL -0.21% 12.3M $2.9B
MSFT|Microsoft
BUY +1.20% 12.1M $2.7B +135.3%
IDXX|Idexx Laboratories
SELL -0.15% 4.2M $2.1B
EL|Estee Lauder
SELL -0.20% 6.8M $1.8B
META|Facebook
SELL -0.14% 6.4M $1.8B +53.2%
INTU|Intuit Inc
SELL -0.15% 4.6M $1.7B -40.6%
SYK|Stryker Corp
BUY +5.70% 6.6M $1.6B +39.4%
4I1|Philip Morris International
SELL -0.18% 19.5M $1.6B
MKC|Mccormick & Co Non Vtg Shrs
BUY +113.92% 16.1M $1.5B -41.6%
PEP|Pepsico Inc
BUY +8.28% 9.6M $1.4B -2.6%
V|Visa Inc Class A Shares
SELL -0.20% 6.1M $1.3B
ADP|Automatic Data Processing
BUY +2.42% 7.1M $1.2B +65.9%
SBUX|Starbucks Corp
BUY +0.57% 10.4M $1.1B +11.9%
NKE|Nike Inc Cl B
SELL -0.24% 7.7M $1.1B +37.7%
WAT|Waters Corp
BUY +2.74% 4.4M $1.1B +86.1%
BDX|Becton Dickinson And Co
BUY +0.10% 4.3M $1.1B -19.1%
JNJ|Johnson & Johnson
SELL -0.30% 6.4M $1.0B
BF-B|Brown Forman Corp Class B
BUY +0.02% 10.3M $815M -64.9%
CHD|Church & Dwight Inc
BUY NEW 5.6M $491M +17.0%
SABR|Sabre
BUY +34.06% 13.6M $164M -78.2%
IPGP|Ipg Photonics
BUY +0.14% 627.3K $140M -58.2%
AKX|Ansys
BUY +6.59% 357.1K $130M
EFX|Equifax
BUY +16.64% 672.8K $130M +15.6%
CGNX|Cognex
BUY +0.12% 1.6M $129M -11.8%
VRSK|Verisk Analytics
BUY +0.12% 608.1K $126M -1.9%
MASI|Masimo
BUY +0.08% 429.3K $115M -26.8%
QLYS|Qualys
BUY +14.76% 933.8K $114M +98.4%
FTNT|Fortinet Inc
BUY +250.57% 744.8K $111M +39.6%
VRSN|Verisign
BUY +16.08% 498.6K $108M +44.6%
PAYC|Paycom Software
BUY +0.11% 215.0K $97M -38.9%
MSCI|Msci
BUY +0.12% 207.7K $93M +42.4%
AOS|Ao Smith
BUY +0.12% 1.5M $82M +12.8%
MELI|Mercadolibre
SELL -5.00% 28.5K $48M +205.3%
CHKP|Check Point Software Tech
SELL EXIT +7.2%
MAR|Marriott International Cl A
SELL -0.58% 277.9K $37M -39.1%
ZTS|Zoetis Inc
BUY NEW 121.0K $20M -53.8%
TSM|Taiwan Semiconductor Mfg Ltd
BUY NEW 118.0K $13M +358.4%
CL|Colgate Palmolive Co
BUY +4.50% 112.1K $10M +7.7%
PG|Procter And Gamble Co
BUY NEW 38.2K $5M +2.8%
2020-Q3
MSFT|Microsoft
SELL -0.21% 11.9M $2.5B +92.8%
PYPL|Paypal Holdings Inc
SELL -0.24% 12.4M $2.4B
META|Facebook
SELL -0.25% 6.4M $1.7B +41.7%
IDXX|Idexx Laboratories
SELL -0.19% 4.2M $1.7B
INTU|Intuit Inc
BUY +0.09% 4.6M $1.5B +12.7%
EL|Estee Lauder
BUY +0.62% 6.8M $1.5B -48.8%
MKC|Mccormick & Co Non Vtg Shrs
SELL -0.02% 7.5M $1.5B +34.0%
4I1|Philip Morris International
BUY +0.66% 19.5M $1.5B
SYK|Stryker Corp
BUY +1.17% 6.3M $1.3B +66.9%
PEP|Pepsico Inc
BUY +1.41% 8.9M $1.2B +2.5%
V|Visa Inc Class A Shares
SELL -0.26% 6.1M $1.2B
BDX|Becton Dickinson And Co
BUY +2.33% 4.3M $1.0B -24.6%
NKE|Nike Inc Cl B
BUY +7.02% 7.8M $973M -63.9%
ADP|Automatic Data Processing
BUY +6.77% 6.9M $965M +104.7%
JNJ|Johnson & Johnson
BUY +0.10% 6.4M $955M +79.4%
SBUX|Starbucks Corp
BUY +24.54% 10.4M $892M +36.9%
WAT|Waters Corp
BUY +10.23% 4.3M $840M +98.4%
BF-B|Brown Forman Corp Class B
BUY +3.94% 10.3M $772M -61.8%
IPGP|Ipg Photonics
BUY +8.99% 626.5K $106M -48.6%
VRSN|Verisign
BUY +19.08% 429.5K $88M +42.6%
QLYS|Qualys
BUY +30.44% 813.7K $80M +76.5%
SABR|Sabre
BUY +10.57% 10.2M $66M -71.7%
PAYC|Paycom Software
BUY +9.63% 214.8K $67M -18.3%
CHKP|Check Point Software Tech
SELL -38.17% 334.7K $40M +9.5%
MAR|Marriott International Cl A
BUY +52.02% 279.6K $26M +276.5%
FTNT|Fortinet Inc
BUY NEW 212.4K $25M +31.9%
CL|Colgate Palmolive Co
BUY NEW 107.3K $8M +19.3%
2020-Q2
MSFT|Microsoft
SELL -0.15% 12.0M $2.4B +68.7%
PYPL|Paypal Holdings Inc
SELL -0.15% 12.4M $2.2B
META|Facebook
BUY +0.15% 6.4M $1.5B +168.4%
IDXX|Idexx Laboratories
SELL -0.11% 4.2M $1.4B
INTU|Intuit Inc
BUY +2.98% 4.6M $1.4B +23.8%
4I1|Philip Morris International
BUY +13.82% 19.4M $1.4B
MKC|Mccormick & Co Non Vtg Shrs
BUY +5.89% 7.5M $1.4B -67.6%
EL|Estee Lauder
BUY +0.30% 6.8M $1.3B -39.5%
V|Visa Inc Class A Shares
BUY +0.86% 6.2M $1.2B +106.0%
PEP|Pepsico Inc
BUY +9.91% 8.8M $1.2B +6.1%
SYK|Stryker Corp
BUY +4.61% 6.2M $1.1B +72.8%
BDX|Becton Dickinson And Co
BUY +11.32% 4.2M $1.0B -21.6%
ADP|Automatic Data Processing
BUY +3.29% 6.5M $965M +97.5%
JNJ|Johnson & Johnson
BUY +19.07% 6.4M $901M +80.6%
WAT|Waters Corp
SELL -18.11% 3.9M $702M
NKE|Nike Inc Cl B
BUY +212.33% 7.2M $710M -57.6%
BF-B|Brown Forman Corp Class B
BUY +0.21% 9.9M $628M -57.8%
SBUX|Starbucks Corp
BUY +214.62% 8.3M $613M +41.7%
CLX|Clorox Company
SELL EXIT +35.1%
VRSK|Verisk Analytics
BUY +1.52% 607.4K $103M +21.1%
EFX|Equifax
BUY +1.52% 576.8K $99M +29.8%
MASI|Masimo
SELL -9.87% 428.9K $98M +91.3%
AKX|Ansys
BUY +1.53% 335.0K $98M
CGNX|Cognex
BUY +6.20% 1.6M $96M +12.2%
IPGP|Ipg Photonics
BUY +1.52% 574.8K $92M -44.7%
CHKP|Check Point Software Tech
SELL -37.53% 541.3K $58M -5.4%
VRSN|Verisign
BUY +1.52% 360.7K $75M +40.4%
SABR|Sabre
BUY +15.53% 9.2M $74M -68.8%
AOS|Ao Smith
BUY +1.52% 1.5M $70M +43.5%
MSCI|Msci
BUY +1.52% 207.5K $69M +74.6%
QLYS|Qualys
BUY NEW 623.8K $65M +78.9%
PAYC|Paycom Software
BUY +12.21% 195.9K $61M -12.5%
MELI|Mercadolibre
SELL -13.80% 30.0K $30M +79.6%
MAR|Marriott International Cl A
BUY +6.39% 183.9K $16M +310.1%
2020-Q1
MSFT|Microsoft
SELL -1.79% 12.0M $1.9B +51.9%
PYPL|Paypal Holdings Inc
SELL -18.30% 12.4M $1.2B
4I1|Philip Morris International
BUY +0.73% 17.0M $1.2B
EL|Estee Lauder
SELL -1.99% 6.7M $1.1B
META|Facebook
SELL -2.34% 6.4M $1.1B +16.6%
SYK|Stryker Corp
SELL -2.49% 5.9M $988M
MKC|Mccormick & Co Non Vtg Shrs
SELL -3.46% 7.1M $1.0B +11.8%
INTU|Intuit Inc
SELL -6.02% 4.5M $1.0B -53.1%
V|Visa Inc Class A Shares
SELL -4.94% 6.1M $983M
IDXX|Idexx Laboratories
SELL -7.55% 4.2M $1.0B
WAT|Waters Corp
SELL -6.89% 4.8M $866M
PEP|Pepsico Inc
SELL -5.60% 8.0M $960M
ADP|Automatic Data Processing
SELL -2.93% 6.3M $858M
BDX|Becton Dickinson And Co
SELL -0.28% 3.8M $876M
JNJ|Johnson & Johnson
SELL -11.27% 5.4M $705M
BF-B|Brown Forman Corp Class B
BUY +2.22% 9.8M $546M -59.5%
CLX|Clorox Company
SELL -5.36% 1.6M $276M +10.3%
NKE|Nike Inc Cl B
BUY NEW 2.3M $192M -61.5%
SBUX|Starbucks Corp
BUY NEW 2.6M $174M +24.1%
VRSK|Verisk Analytics
SELL -3.76% 598.3K $83M +30.5%
EFX|Equifax
SELL -13.17% 568.1K $68M +43.2%
SABR|Sabre
BUY +95.33% 8.0M $47M -90.2%
MASI|Masimo
SELL -17.24% 475.9K $84M +49.0%
AKX|Ansys
SELL -4.94% 330.0K $77M
CHKP|Check Point Software Tech
BUY +8.06% 866.4K $87M +18.6%
IPGP|Ipg Photonics
BUY +23.13% 566.1K $62M -37.1%
CGNX|Cognex
BUY +29.22% 1.5M $64M +20.5%
VRSN|Verisign
BUY +30.20% 355.3K $64M +44.4%
MSCI|Msci
BUY +2.15% 204.4K $59M +103.8%
AOS|Ao Smith
BUY +24.38% 1.5M $55M +44.6%
PAYC|Paycom Software
BUY +2.15% 174.6K $35M -18.0%
MAR|Marriott International Cl A
BUY +0.63% 172.8K $13M +150.1%
XP|Xp Class A
BUY NEW 253.4K $5M -52.9%
2019-Q4
MSFT|Microsoft
BUY +0.01% 12.2M $1.9B +242.9%
PYPL|Paypal Holdings Inc
SELL -1.41% 15.2M $1.6B
4I1|Philip Morris International
SELL -0.17% 16.9M $1.4B
EL|Estee Lauder
BUY +1.61% 6.9M $1.4B -45.0%
META|Facebook
BUY +1.64% 6.6M $1.4B +193.9%
SYK|Stryker Corp
BUY +2.32% 6.1M $1.3B +55.0%
MKC|Mccormick & Co Non Vtg Shrs
BUY +1.21% 7.4M $1.3B -67.2%
INTU|Intuit Inc
BUY +1.77% 4.7M $1.2B +33.3%
IDXX|Idexx Laboratories
BUY +0.79% 4.6M $1.2B +108.4%
V|Visa Inc Class A Shares
SELL -0.47% 6.4M $1.2B
WAT|Waters Corp
SELL -0.32% 5.1M $1.2B
PEP|Pepsico Inc
BUY +2.18% 8.5M $1.2B +2.4%
ADP|Automatic Data Processing
SELL -0.25% 6.5M $1.1B
BDX|Becton Dickinson And Co
BUY +0.09% 3.8M $1.0B -24.0%
JNJ|Johnson & Johnson
BUY +1.79% 6.1M $884M +97.1%
BF-B|Brown Forman Corp Class B
BUY +4.19% 9.6M $651M -57.8%
CLX|Clorox Company
BUY NEW 1.7M $258M -30.7%
VRSK|Verisk Analytics
BUY +16.30% 621.7K $93M +28.9%
EFX|Equifax
BUY +5.39% 654.3K $92M +37.7%
SABR|Sabre
BUY +12.10% 4.1M $91M -90.4%
CHKP|Check Point Software Tech
BUY +10.17% 801.8K $89M +18.5%
IPGP|Ipg Photonics
BUY +17.03% 459.8K $67M -39.9%
AOS|Ao Smith
BUY +38.83% 1.2M $56M +29.0%
MAR|Marriott International Cl A
SELL -18.71% 171.8K $26M
MELI|Mercadolibre
BUY +47.20% 34.8K $20M +250.0%
CHD|Church And Dwight Co Inc
SELL EXIT -6.9%
2019-Q3
PYPL|Paypal Holdings Inc
BUY +0.07% 15.4M $1.6B -42.9%
MSFT|Microsoft
BUY +0.15% 12.2M $1.7B +267.3%
EL|Estee Lauder
BUY +1.59% 6.8M $1.3B -44.3%
SYK|Stryker Corp
BUY +2.48% 5.9M $1.3B +49.6%
4I1|Philip Morris International
BUY +10.87% 16.9M $1.3B
META|Facebook
BUY +0.11% 6.5M $1.2B +203.6%
INTU|Intuit Inc
BUY +0.19% 4.7M $1.2B +26.2%
IDXX|Idexx Laboratories
BUY +1.92% 4.6M $1.2B +95.5%
WAT|Waters Corp
BUY +0.17% 5.1M $1.1B +94.5%
MKC|Mccormick & Co Non Vtg Shrs
BUY +7.18% 7.3M $1.1B -65.9%
PEP|Pepsico Inc
BUY +0.17% 8.3M $1.1B +5.1%
V|Visa Inc Class A Shares
BUY +5.26% 6.4M $1.1B +112.8%
ADP|Automatic Data Processing
BUY +5.72% 6.5M $1.0B +72.4%
BDX|Becton Dickinson And Co
BUY +0.15% 3.8M $966M -23.9%
JNJ|Johnson & Johnson
BUY +10.31% 6.0M $771M +103.2%
MMM|3M Co
SELL EXIT
BF-B|Brown Forman Corp Class B
BUY NEW 9.2M $580M -52.3%
VRSK|Verisk Analytics
BUY +1.62% 534.5K $85M +23.1%
CHKP|Check Point Software Tech
BUY +16.73% 727.8K $80M +20.3%
AKX|Ansys
BUY +7.21% 347.1K $77M
CDK|Cdk Gbl.
SELL EXIT
IPGP|Ipg Photonics
BUY +15.96% 392.9K $53M -36.9%
MSCI|Msci
BUY +2.72% 200.1K $44M +145.1%
MAR|Marriott International Cl A
BUY +19.59% 211.3K $26M +171.0%
CHD|Church And Dwight Co Inc
BUY NEW 203.0K $15M +35.9%
2019-Q2
PYPL|Paypal Holdings Inc
BUY +0.34% 15.4M $1.8B -44.4%
MSFT|Microsoft
BUY +0.25% 12.2M $1.6B +300.2%
WAT|Waters Corp
BUY +1.74% 5.1M $1.1B +99.1%
META|Facebook
BUY +1.69% 6.5M $1.2B +212.8%
IDXX|Idexx Laboratories
BUY +0.06% 4.5M $1.2B +119.9%
EL|Estee Lauder
BUY +0.44% 6.7M $1.2B -37.5%
INTU|Intuit Inc
BUY +3.81% 4.7M $1.2B +35.7%
4I1|Philip Morris International
BUY +14.67% 15.3M $1.2B
SYK|Stryker Corp
BUY +3.93% 5.8M $1.2B +70.4%
PEP|Pepsico Inc
BUY +0.07% 8.3M $1.1B +9.1%
V|Visa Inc Class A Shares
BUY +5.77% 6.1M $1.1B +133.4%
MKC|Mccormick & Co Non Vtg Shrs
BUY +30.72% 6.8M $1.1B -64.6%
ADP|Automatic Data Processing
BUY +2.26% 6.1M $1.0B +75.7%
BDX|Becton Dickinson And Co
BUY +1.09% 3.8M $961M -18.6%
JNJ|Johnson & Johnson
BUY +17.40% 5.4M $752M +91.5%
MMM|3M Co
SELL -0.20% 3.5M $612M
MASI|Masimo
BUY +17.18% 575.0K $86M +30.5%
EFX|Equifax
BUY +7.31% 620.8K $84M +52.9%
SABR|Sabre
BUY +22.34% 3.6M $81M -90.2%
VRSK|Verisk Analytics
BUY +2.40% 526.0K $77M +35.8%
CHKP|Check Point Software Tech
BUY +18.94% 623.5K $72M +13.1%
AKX|Ansys
BUY +10.68% 323.8K $66M
CGNX|Cognex
BUY +13.03% 1.2M $56M +34.5%
CDK|Cdk Gbl.
BUY +20.43% 1.1M $55M
IPGP|Ipg Photonics
BUY +54.99% 338.8K $52M -43.4%
MSCI|Msci
BUY +3.10% 194.8K $47M +154.3%
AOS|Ao Smith
BUY +11.13% 848.6K $40M +29.3%
MAR|Marriott International Cl A
SELL -1.89% 176.7K $25M
MELI|Mercadolibre
BUY +29.44% 23.6K $14M +239.5%
2019-Q1
PYPL|Paypal Holdings Inc
BUY +0.90% 15.3M $1.6B -34.9%
MSFT|Microsoft
BUY +0.94% 12.1M $1.4B +371.1%
WAT|Waters Corp
BUY +0.87% 5.0M $1.3B +79.9%
4I1|Philip Morris International
BUY +7.30% 13.3M $1.2B
INTU|Intuit Inc
BUY +1.26% 4.5M $1.2B +50.8%
IDXX|Idexx Laboratories
BUY +0.79% 4.5M $999M +162.4%
SYK|Stryker Corp
BUY +0.95% 5.6M $1.1B +73.6%
EL|Estee Lauder
BUY +5.56% 6.6M $1.1B -31.3%
META|Facebook
BUY +4.05% 6.4M $1.1B +248.3%
PEP|Pepsico Inc
BUY +1.22% 8.3M $1.0B +22.4%
BDX|Becton Dickinson And Co
BUY +0.95% 3.8M $942M -21.4%
ADP|Automatic Data Processing
BUY +1.12% 6.0M $958M +90.4%
V|Visa Inc Class A Shares
BUY +1.12% 5.8M $904M +164.6%
MKC|Mccormick & Co Non Vtg Shrs
BUY +93.55% 5.2M $784M -60.0%
MMM|3M Co
BUY +1.44% 3.5M $735M +5.5%
JNJ|Johnson & Johnson
BUY +0.40% 4.6M $643M +97.7%
CL|Colgate Palmolive Co
SELL EXIT
EFX|Equifax
BUY +9.62% 578.5K $69M +75.4%
VRSK|Verisk Analytics
BUY +14.04% 513.7K $68M +54.2%
MASI|Masimo
BUY +2.36% 490.7K $68M +39.9%
CHKP|Check Point Software Tech
BUY +9.42% 524.2K $66M +12.0%
SABR|Sabre
BUY +31.15% 3.0M $63M -90.4%
AKX|Ansys
BUY +7.14% 292.5K $53M
AOS|Ao Smith
BUY +10.68% 763.6K $41M +22.2%
MSCI|Msci
BUY +30.97% 188.9K $38M +225.9%
IPGP|Ipg Photonics
BUY +29.27% 218.6K $33M -43.0%
MAR|Marriott International Cl A
SELL -0.83% 180.1K $23M
2018-Q4
MSFT|Microsoft
SELL -0.39% 12.0M $1.4B -0.6%
IDXX|Idexx Laboratories
BUY +0.13% 4.4M $1.1B +169.4%
META|Facebook
BUY +2.67% 6.1M $1.0B +295.6%
INTU|Intuit Inc
BUY +8.20% 4.4M $1.0B +66.5%
SYK|Stryker Corp
BUY +0.14% 5.5M $982M +90.9%
WAT|Waters Corp
SELL -0.86% 5.0M $970M
BDX|Becton Dickinson And Co
SELL -0.20% 3.7M $975M
EL|Estee Lauder
BUY +6.83% 6.3M $913M -23.5%
ADP|Automatic Data Processing
BUY +1.98% 5.9M $893M +99.7%
V|Visa Inc Class A Shares
BUY +0.17% 5.7M $859M +172.9%
MKC|Mccormick & Co Non Vtg Shrs
BUY NEW 2.7M $354M -62.3%
CL|Colgate Palmolive Co
SELL -56.07% 2.2M $149M
MASI|Masimo
BUY NEW 479.4K $51M +61.6%
CHKP|Check Point Software Tech
BUY NEW 479.1K $49M +20.5%
EFX|Equifax
BUY NEW 527.7K $49M +87.1%
VRSK|Verisk Analytics
BUY NEW 450.4K $49M +63.4%
SABR|Sabre
BUY NEW 2.3M $49M -91.3%
CDK|Cdk Gbl.
BUY NEW 922.8K $44M
VRSN|Verisign
BUY NEW 272.9K $40M +95.8%
CGNX|Cognex
BUY NEW 1.0M $40M +48.2%
AKX|Ansys
BUY NEW 273.0K $39M
AOS|Ao Smith
BUY NEW 689.9K $29M +36.0%
MAR|Marriott International Cl A
BUY +13.75% 181.6K $24M +206.3%
MSCI|Msci
BUY NEW 144.2K $21M +275.9%
PAYC|Paycom Software
BUY NEW 170.9K $21M +86.1%
IPGP|Ipg Photonics
BUY NEW 169.1K $19M -37.7%
MELI|Mercadolibre
BUY NEW 18.3K $5M +492.1%
2018-Q3
MSFT|Microsoft
BUY NEW 12.1M $1.4B +366.7%
PYPL|Paypal Holdings Inc
SELL -0.05% 15.2M $1.3B
MCD|Microsoft
SELL EXIT -1.4%
IDXX|Idexx Laboratories
SELL -0.06% 4.4M $1.1B
META|Facebook
BUY +8.03% 6.0M $980M +224.7%
4I1|Philip Morris International
BUY +18.46% 12.4M $1.0B
SYK|Stryker Corp
BUY +0.09% 5.5M $981M +89.0%
WAT|Waters Corp
BUY +6.29% 5.0M $979M +116.4%
BDX|Becton Dickinson And Co
BUY +0.21% 3.7M $977M -23.3%
INTU|Intui Inc
BUY +3.05% 4.1M $930M +61.6%
PEP|Pepsico Inc
BUY +6.36% 8.2M $913M +23.1%
ADP|Automatic Data Processing
BUY +0.45% 5.8M $876M +101.6%
V|Visa Inc Class A Shares
SELL -0.07% 5.7M $858M
EL|Estee Lauder
BUY +19.62% 5.9M $855M -24.0%
MMM|3M Co
BUY +2.61% 3.5M $735M +3.5%
JNJ|Johnson & Johnson
BUY +0.56% 4.6M $633M +100.6%
CL|Colgate Palmolive Co
BUY +41.12% 5.1M $339M +36.3%
MAR|Marriott International Cl A
BUY +16.06% 159.6K $21M +176.8%
2018-Q2
PYPL|Paypal Holdings Inc
SELL -0.10% 15.2M $1.3B
MCD|Microsoft
BUY NEW 12.1M $1.2B +60.8%
MSFT|Microsoft Corp
SELL EXIT
META|Facebook
BUY +7.29% 5.5M $1.1B +210.3%
IDXX|Idexx Laboratories
BUY +0.03% 4.4M $965M +166.5%
SYK|Stryker Corp
BUY +0.04% 5.5M $932M +90.7%
WAT|Waters Corp
BUY +8.25% 4.7M $915M +116.1%
BDX|Becton Dickinson And Co
BUY +3.58% 3.7M $895M -15.6%
4I1|Philip Morris International
BUY +17.58% 10.5M $846M
PEP|Pepsico Inc
BUY +16.68% 7.7M $836M +36.3%
INTU|Intui Inc
BUY +0.04% 4.0M $811M +82.1%
ADP|Automatic Data Processing
BUY +0.15% 5.8M $776M +122.9%
V|Visa Inc Class A Shares
SELL -0.01% 5.7M $758M
EL|Estee Lauder
BUY +14.09% 4.9M $702M -28.6%
MMM|3M Co
BUY +25.75% 3.4M $668M +6.2%
JNJ|Johnson & Johnson
BUY +5.27% 4.6M $553M +114.9%
CL|Colgate Palmolive Co
BUY +14.67% 3.6M $232M +42.5%
MAR|Marriott International Cl A
BUY +0.59% 137.5K $17M +157.5%
2018-Q1
PYPL|Paypal Hldgs Inc
BUY +5.28% 15.2M $1.2B -22.4%
MSFT|Microsoft Corp
BUY +8.87% 12.1M $1.1B +450.1%
SYK|Stryker Corp
BUY +7.32% 5.5M $887M +100.2%
4I1|Philip Morris Intl Inc
BUY +18.66% 8.9M $886M
WAT|Waters Corp
BUY +0.08% 4.4M $868M +103.2%
DPS|Dr Pepper Snapple Group Inc
SELL EXIT
IDXX|Idexx Laboratories
BUY +0.52% 4.4M $847M +193.5%
BCRUSD|Bard C R Inc
SELL EXIT
META|Facebook
BUY NEW 5.1M $822M +215.0%
BDX|Becton Dickinson & Co
BUY +56.65% 3.6M $781M -13.3%
PEP|Pepsico Inc
BUY +13.44% 6.6M $719M +24.6%
INTU|Intuit
BUY +43.88% 4.0M $688M +106.3%
V|Visa Inc
SELL -0.21% 5.7M $684M
ADP|Automatic Data Processing In
BUY +4.61% 5.8M $656M +144.4%
EL|Lauder Estee Cos Inc
BUY +12.08% 4.3M $645M -23.3%
MMM|3M Co
BUY +0.48% 2.7M $593M -9.4%
JNJ|Johnson & Johnson
SELL -0.10% 4.3M $555M
CL|Colgate Palmolive Co
BUY +25.35% 3.1M $224M +28.3%
MAR|Marriott Intl Inc
SELL -2.11% 136.7K $19M

Closed Positions for Fundsmith

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
MTD|Mettler Toledo International
2022-Q1 → 2026-Q2 (4.2y) $836.4M $734.4M $-102.0M -12.2% -3.0%
OTIS|Otis Worldwide Corp
2022-Q3 → 2026-Q2 (3.7y) $472.2M $538.3M $+66.2M +14.0% +3.6%
ZTS|Zoetis Inc
2020-Q4 → 2026-Q2 (5.5y) $631.9M $327.8M $-304.2M -48.1% -11.3%
QLYS|Qualys Inc
2020-Q2 → 2026-Q2 (6.0y) $155.9M $172.3M $+16.4M +10.5% +1.7%
HD|Home Depot Inc
2021-Q1 → 2026-Q2 (5.2y) $56.5M $62.1M $+5.6M +9.9% +1.8%
NKE|Nike Inc
2020-Q1 → 2026-Q1 (6.0y) $872.2M $734.8M $-137.4M -15.8% -2.8%
INTU|Intuit
2025-Q1 → 2026-Q1 (1.0y) $414.4M $281.2M $-133.1M -32.1% -32.2%
GGG|Graco Inc
2023-Q1 → 2026-Q1 (3.0y) $91.2M $104.7M $+13.6M +14.9% +4.8%
ODD|Oddity Tech Ltd
2023-Q3 → 2026-Q1 (2.5y) $90.7M $73.9M $-16.8M -18.6% -7.9%
VRSK|Verisk Analytics Inc
2018-Q4 → 2025-Q3 (6.7y) $112.8M $201.1M $+88.3M +78.3% +9.0%
CHH|Choice Hotels Intl Inc
2024-Q1 → 2025-Q3 (1.5y) $89.9M $92.1M $+2.3M +2.5% +1.7%
EXPO|Exponent Inc
2023-Q2 → 2025-Q3 (2.2y) $103.6M $86.3M $-17.4M -16.8% -7.8%
MA|Mastercard Incorporated
2023-Q1 → 2025-Q3 (2.5y) $24.0M $36.5M $+12.5M +51.9% +18.3%
BF-B|Brown Forman Corp
2019-Q3 → 2025-Q2 (5.7y) $1.0B $704.1M $-306.5M -30.3% -6.1%
EFX|Equifax Inc
2018-Q4 → 2025-Q2 (6.5y) $89.7M $187.4M $+97.7M +108.9% +12.0%
IEX|Idex Corp
2022-Q3 → 2025-Q1 (2.5y) $57.9M $78.3M $+20.4M +35.1% +12.8%
MKC|Mccormick & Co Non Vtg Shrs
2018-Q4 → 2024-Q4 (6.0y) $2.2B $1.5B $-646.0M -29.5% -5.7%
AAPL|Apple
2022-Q3 → 2024-Q4 (2.2y) $252.7M $370.1M $+117.5M +46.5% +18.6%
CGNX|Cognex Corp
2018-Q4 → 2024-Q4 (6.0y) $103.9M $81.7M $-22.2M -21.4% -3.9%
MCD|Mcdonald S Ord
2023-Q3 → 2024-Q4 (1.2y) $27.0M $28.1M $+1.1M +3.9% +3.1%
IPGP|Ipg Photonics Corp
2018-Q4 → 2024-Q1 (5.2y) $128.5M $85.7M $-42.9M -33.3% -7.5%
MASI|Masimo Corp
2018-Q4 → 2023-Q3 (4.7y) $134.4M $116.4M $-18.0M -13.4% -3.0%
AMZN|Amazon Com Ord
2021-Q3 → 2023-Q2 (1.7y) $1.5B $1.0B $-430.0M -29.3% -18.0%
EW|Edwards Lifesciences Ord
2022-Q3 → 2023-Q2 (0.7y) $971.6K $872.3K $-99.3K -10.2% -13.4%
ADBE|Adobe Ord
2022-Q1 → 2023-Q1 (1.0y) $988.2M $752.4M $-235.8M -23.9% -23.9%
MELI|Mercadolibre
2018-Q4 → 2022-Q4 (4.0y) $15.2M $34.5M $+19.3M +127.2% +22.9%
G|Genpact Ltd
2021-Q3 → 2022-Q4 (1.2y) $15.8M $14.3M $-1.4M -8.9% -7.2%
TSM|Taiwan Semiconductor Manufacturing US ADR
2020-Q4 → 2022-Q4 (2.0y) $15.1M $11.6M $-3.5M -23.2% -12.4%
XP|Xp Class A
2020-Q1 → 2022-Q4 (2.7y) $9.5M $4.4M $-5.1M -53.4% -24.3%
WING|Wingstop Ord
2021-Q1 → 2022-Q3 (1.5y) $79.5M $105.8M $+26.3M +33.1% +21.1%
SBUX|Starbucks Corp
2020-Q1 → 2022-Q2 (2.2y) $951.4M $942.8M $-8.6M -0.9% -0.4%
AOS|Ao Smith
2018-Q4 → 2022-Q1 (3.2y) $86.3M $126.8M $+40.5M +46.9% +12.6%
CL|Colgate Palmolive Co
2020-Q3 → 2022-Q1 (1.5y) $9.9M $10.2M $+312.7K +3.2% +2.1%
CHKP|Check Point Software Tech
2018-Q4 → 2020-Q4 (2.0y) $97.2M $100.1M $+2.9M +3.0% +1.5%
CLX|Clorox Company
2019-Q4 → 2020-Q2 (0.5y) $251.4M $336.2M $+84.8M +33.7% +79.2%
CHD|Church And Dwight Co Inc
2019-Q3 → 2019-Q4 (0.2y) $15.3M $14.2M $-1.1M -6.9% -6.9%