Fundsmith Investment Services
Latest statistics and disclosures from Fundsmith Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, WAT, MAR, GOOGL, V, and represent 37.98% of Fundsmith Investment Services's stock portfolio.
- Added to shares of these 6 stocks: BMI (+$23M), ZTS, TSM, TJX, AMZN, AAPL.
- Started 5 new stock positions in AAPL, BMI, AMZN, TSM, TJX.
- Reduced shares in these 10 stocks: GOOGL (-$216M), MSFT (-$163M), META (-$121M), IDXX (-$91M), SYK (-$87M), WAT (-$80M), V (-$60M), MAR (-$45M), FTNT (-$37M), OTIS (-$34M).
- Sold out of its positions in CPNG, IESC.
- Fundsmith Investment Services was a net seller of stock by $-1.1B.
- Fundsmith Investment Services has $5.5B in assets under management (AUM), dropping by -14.81%.
- Central Index Key (CIK): 0001868537
Tip: Access up to 7 years of quarterly data
Positions held by Fundsmith Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Fundsmith Investment Services
Fundsmith Investment Services holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 8.4 | $460M | -15% | 1.3M | 351.47 |
|
| Waters Corporation (WAT) | 8.0 | $435M | -15% | 1.1M | 379.83 |
|
| Marriott Intl Cl A (MAR) | 7.5 | $409M | -9% | 1.3M | 310.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $394M | -35% | 1.3M | 313.00 |
|
| Visa Com Cl A (V) | 6.9 | $379M | -13% | 1.1M | 350.71 |
|
| IDEXX Laboratories (IDXX) | 6.9 | $375M | -19% | 554k | 676.53 |
|
| Meta Platforms Cl A (META) | 6.3 | $346M | -25% | 524k | 660.09 |
|
| Automatic Data Processing (ADP) | 6.3 | $344M | -7% | 1.3M | 257.23 |
|
| Philip Morris International (PM) | 6.1 | $336M | -6% | 2.1M | 160.40 |
|
| Mettler-Toledo International (MTD) | 6.1 | $334M | -5% | 240k | 1394.19 |
|
| Microsoft Corporation (MSFT) | 5.9 | $323M | -33% | 669k | 483.62 |
|
| Procter & Gamble Company (PG) | 4.7 | $255M | -5% | 1.8M | 143.31 |
|
| Church & Dwight (CHD) | 4.0 | $220M | -6% | 2.6M | 83.85 |
|
| Zoetis Cl A (ZTS) | 2.8 | $152M | +2% | 1.2M | 125.82 |
|
| Texas Instruments Incorporated (TXN) | 2.8 | $151M | -11% | 873k | 173.49 |
|
| Fortinet (FTNT) | 2.6 | $144M | -20% | 1.8M | 79.41 |
|
| Nike CL B (NKE) | 2.6 | $142M | -3% | 2.2M | 63.71 |
|
| Intuit (INTU) | 2.1 | $117M | -6% | 176k | 662.42 |
|
| Otis Worldwide Corp (OTIS) | 2.0 | $109M | -23% | 1.3M | 87.35 |
|
| Badger Meter (BMI) | 0.4 | $23M | NEW | 133k | 174.41 |
|
| Waste Management (WM) | 0.3 | $16M | 71k | 219.71 |
|
|
| Home Depot (HD) | 0.1 | $3.2M | -33% | 9.3k | 344.10 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $184k | NEW | 605.00 | 303.89 |
|
| TJX Companies (TJX) | 0.0 | $177k | NEW | 1.2k | 153.61 |
|
| Amazon (AMZN) | 0.0 | $165k | NEW | 715.00 | 230.82 |
|
| Apple (AAPL) | 0.0 | $165k | NEW | 605.00 | 271.86 |
|
Past Filings by Fundsmith Investment Services
SEC 13F filings are viewable for Fundsmith Investment Services going back to 2021
- Fundsmith Investment Services 2025 Q4 filed Feb. 17, 2026
- Fundsmith Investment Services 2025 Q3 filed Nov. 14, 2025
- Fundsmith Investment Services 2025 Q2 filed Aug. 14, 2025
- Fundsmith Investment Services 2025 Q1 filed May 15, 2025
- Fundsmith Investment Services 2024 Q4 filed Feb. 14, 2025
- Fundsmith Investment Services 2024 Q3 filed Nov. 14, 2024
- Fundsmith Investment Services 2024 Q2 filed Aug. 14, 2024
- Fundsmith Investment Services 2024 Q1 filed May 15, 2024
- Fundsmith Investment Services 2023 Q4 filed Feb. 14, 2024
- Fundsmith Investment Services 2023 Q3 filed Nov. 14, 2023
- Fundsmith Investment Services 2023 Q2 filed Aug. 14, 2023
- Fundsmith Investment Services 2023 Q2 restated filed Aug. 14, 2023
- Fundsmith Investment Services 2023 Q1 filed May 15, 2023
- Fundsmith Investment Services 2022 Q4 filed Feb. 14, 2023
- Fundsmith Investment Services 2022 Q3 filed Nov. 14, 2022
- Fundsmith Investment Services 2022 Q2 filed Aug. 15, 2022