The highest quality companies in the Fundsmith/Smithson investable universe

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The highest quality companies in the Fundsmith/Smithson investable universe

What are the highest quality companies in the Fundsmith/Smithson investable universe?

I took the complete set of holdings from both funds and ran it through one of my custom quality filters.

Here are the ones that rise to the top 👇🏼👇🏼

$Nemetschek AG(NEMTF)$ $MSCI Inc(MSCI)$ $Qualys(QLYS)$ $IDEXX Laboratories(IDXX)$ $Mettler-Toledo(MTD)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $HMS Networks AB(HMNKF)$ $Technology One, Ltd.(THNOF)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Apple(AAPL)$

Which do you own?

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https://x.com/long_equity/status/1835717462030991528

# Microsoft Increased Dividend: Is the Greatest Pick?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Dumplinggogh
·09-18 01:44
What's the recommended price to buy these at?
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KSR
·09-18 08:41
👍
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Dumplinggogh
·09-18 02:06
Great article, would you like to share it?
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The company has approved a new $60 billion stock repurchase program and announced a quarterly dividend of $0.83 per share.\n--------\nHave you held Microsoft in your portfolio?\nWhat's your target price?","image":"https://community-static.tradeup.com/news/6c1bba2051d1a7314562bf36ba3db414"}],"images":[{"img":"https://community-static.tradeup.com/news/e52613843881455740eb2727f26a18fe","width":"919","height":"985"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e52613843881455740eb2727f26a18fe","width":"919","height":"985"}],"title":"The highest quality companies in the Fundsmith/Smithson investable universe","html":"<html><head></head><body>What are the highest quality companies in the Fundsmith/Smithson investable universe?I took the complete set of holdings from both funds and ran it through one of my custom quality filters.Here are the ones that rise to the top 👇🏼👇🏼 <a data-mention-id=\"NEMTF\" class=\"teditor-mention\" data-mention-name=\"Nemetschek AG\" href=\"https://ttm.financial/S/NEMTF\">$Nemetschek AG(NEMTF)$</a> <a data-mention-id=\"MSCI\" class=\"teditor-mention\" data-mention-name=\"MSCI Inc\" href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a data-mention-id=\"QLYS\" class=\"teditor-mention\" data-mention-name=\"Qualys\" href=\"https://ttm.financial/S/QLYS\">$Qualys(QLYS)$</a> <a data-mention-id=\"IDXX\" class=\"teditor-mention\" data-mention-name=\"IDEXX Laboratories\" href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a data-mention-id=\"MTD\" class=\"teditor-mention\" data-mention-name=\"Mettler-Toledo\" href=\"https://ttm.financial/S/MTD\">$Mettler-Toledo(MTD)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a data-mention-id=\"NVO\" class=\"teditor-mention\" data-mention-name=\"Novo-Nordisk A/S\" href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> <a data-mention-id=\"HMNKF\" class=\"teditor-mention\" data-mention-name=\"HMS Networks AB\" href=\"https://ttm.financial/S/HMNKF\">$HMS Networks AB(HMNKF)$</a> <a data-mention-id=\"THNOF\" class=\"teditor-mention\" data-mention-name=\"Technology One, Ltd.\" href=\"https://ttm.financial/S/THNOF\">$Technology One, Ltd.(THNOF)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Which do you own?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/e52613843881455740eb2727f26a18fe\" tg-width=\"919\" tg-height=\"985\">Imagehttps://x.com/long_equity/status/1835717462030991528</body></html>","htmlText":"<html><head></head><body>What are the highest quality companies in the Fundsmith/Smithson investable universe?I took the complete set of holdings from both funds and ran it through one of my custom quality filters.Here are the ones that rise to the top 👇🏼👇🏼 <a data-mention-id=\"NEMTF\" class=\"teditor-mention\" data-mention-name=\"Nemetschek AG\" href=\"https://ttm.financial/S/NEMTF\">$Nemetschek AG(NEMTF)$</a> <a data-mention-id=\"MSCI\" class=\"teditor-mention\" data-mention-name=\"MSCI Inc\" href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a data-mention-id=\"QLYS\" class=\"teditor-mention\" data-mention-name=\"Qualys\" href=\"https://ttm.financial/S/QLYS\">$Qualys(QLYS)$</a> <a data-mention-id=\"IDXX\" class=\"teditor-mention\" data-mention-name=\"IDEXX Laboratories\" href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a data-mention-id=\"MTD\" class=\"teditor-mention\" data-mention-name=\"Mettler-Toledo\" href=\"https://ttm.financial/S/MTD\">$Mettler-Toledo(MTD)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a data-mention-id=\"NVO\" class=\"teditor-mention\" data-mention-name=\"Novo-Nordisk A/S\" href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> <a data-mention-id=\"HMNKF\" class=\"teditor-mention\" data-mention-name=\"HMS Networks AB\" href=\"https://ttm.financial/S/HMNKF\">$HMS Networks AB(HMNKF)$</a> <a data-mention-id=\"THNOF\" class=\"teditor-mention\" data-mention-name=\"Technology One, Ltd.\" href=\"https://ttm.financial/S/THNOF\">$Technology One, Ltd.(THNOF)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Which do you own?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/e52613843881455740eb2727f26a18fe\" tg-width=\"919\" tg-height=\"985\">Imagehttps://x.com/long_equity/status/1835717462030991528</body></html>","text":"What are the highest quality companies in the Fundsmith/Smithson investable universe? I took the complete set of holdings from both funds and ran it through one of my custom quality filters. Here are the ones that rise to the top 👇🏼👇🏼 $Nemetschek AG(NEMTF)$ $MSCI Inc(MSCI)$ $Qualys(QLYS)$ $IDEXX Laboratories(IDXX)$ $Mettler-Toledo(MTD)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $HMS Networks AB(HMNKF)$ $Technology One, Ltd.(THNOF)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Apple(AAPL)$ Which do you own? Image https://x.com/long_equity/status/1835717462030991528","highlighted":1,"essential":1,"paper":2,"likeSize":839,"commentSize":3,"repostSize":48,"favoriteSize":0,"link":"https://ttm.financial/post/350267276386584","repostId":0,"isVote":1,"tweetType":1,"viewCount":3272,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QLYS","THNOF","AAPL","GOOGL","NVO","MSFT","IDXX","HMNKF","NEMTF","MTD","GOOG","MSCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":499,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":350482610819312,"gmtCreate":1726595053058,"gmtModify":1726595057828,"authorId":4088555865224950,"author":{"id":4088555865224950,"authorId":4088555865224950,"name":"Dumplinggogh","avatar":"https://static.tigerbbs.com/a4148d32bdc2876cba031551925cd7e2","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350267276386584,"type":1,"supId":0,"prevId":0,"content":"What's the recommended price to buy these at?","text":"What's the recommended price to buy these at?","html":"What's the recommended price to buy these at?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":350553722810624,"gmtCreate":1726620109937,"gmtModify":1726620113177,"authorId":4121076730674632,"author":{"id":4121076730674632,"authorId":4121076730674632,"name":"KSR","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350267276386584,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":350488555151512,"gmtCreate":1726596403948,"gmtModify":1726596407325,"authorId":4088555865224950,"author":{"id":4088555865224950,"authorId":4088555865224950,"name":"Dumplinggogh","avatar":"https://static.tigerbbs.com/a4148d32bdc2876cba031551925cd7e2","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350267276386584,"type":1,"supId":0,"prevId":0,"content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}