Terry Smith – Fundsmith Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Fundsmith portfolio managed by Terry Smith was diversified across 8 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 25.8% of total portfolio value, followed by Healthcare and Communication Services and Consumer Defensive. Together, the top three sectors account for 67.9% of the portfolio, reflecting Terry Smith's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.