Terry Smith - Fundsmith Portfolio Updates:
New Positions (Buy): 13$Uber Tech(UBER.US) $Mastercard(MA.US) $Taiwan Semiconductor(TSM.US) $Netflix(NFLX.US) $GE Vernova(GEV.US) $AppLovin(APP.US) $TJX(TJX.US) $Nextpower(NXT.US) $Visa(V.US)eeva Systems -CL(VEEV.US) $Yum! Brands(YUM.US) $Fair Isaac(FICO.US) $InterDigital Comm(IDCC.US) $OReilly Automotive(ORLY.US) Added to Existing Positions: 4$Napco Security(NSSC.US) $Mastercard(MA.US)NH $Badger Meter(BMI.US) $Clorox(CLX.US)Reduced Positions: 21$Church & Dwight(CHD.US) $Procter & Gamble(PG.US) $Stryker(SYK.US) $Doximity(DOCS.US) $Nutanix(NTNX.US) $Medpace(MEDP.US) $MSCI(MSCI.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Mastercard(MA.US)R $Waters(WAT.US) $IDEXX Labs(IDXX.US) $Texas Instruments(TXN.US) $Automatic Data Process(ADP.US) $Visa(V.US) $Alphabet(GOOGL.US) $Fortinet(FTNT.US) $Phillip Morris(PM.US) $Visa(V.US)RSN $Visa(V.US)RT $Paycom Software(PAYC.US)Fully Exited / Sold 100%: 6$Mettler Toledo(MTD.US) $Zoetis(ZTS.US) $Otis Worldwide - WI(OTIS.US) $Catalyst Pharma(CPRX.US)-OLD $Qualys(QLYS.US) $Home Depot(HD.US)
Share your thoughtsWhat's on your mind?
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$OReilly Automotive(ORLY.US) daily ending the day with an 'ugly' stick. holding $100 roll is positive but I expect some basing/pullback in the name. Some stops moved higher, some left alone.
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) putting shares into let it ride. Still own trade shares as well.
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) clear break higher out of the base. Working my stops toward let it rides. updated chart
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) in a nice high flag base on the daily while some of the indicators unwind. No change to my holding today. Updated chart
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) daily full stick today over 10/21ma's 94.50ish to 95ish next on my radar. As per my style with this type of setup. Stops now at no green to red.
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) with follow thru so far today. I will take my paydays today. Watching for now
Source: Sunrise Trader
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$OReilly Automotive(ORLY.US) daily confirming the reversal a close over 10ema and then might have something.
Source: Sunrise Trader
