Fundsmith Investment Services
Latest statistics and disclosures from Fundsmith Investment Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SYK, MSFT, META, GOOGL, IDXX, and represent 39.39% of Fundsmith Investment Services's stock portfolio.
- Added to shares of these 4 stocks: INTU (+$51M), ZTS (+$45M), WAT (+$41M), NKE.
- Reduced shares in these 10 stocks: META (-$320M), MSFT (-$303M), IDXX (-$100M), PM (-$90M), SYK (-$28M), V (-$21M), , FTNT (-$19M), ADP (-$18M), GOOGL (-$14M).
- Sold out of its positions in FCNCA, MA, SHOP.
- Fundsmith Investment Services was a net seller of stock by $-870M.
- Fundsmith Investment Services has $6.4B in assets under management (AUM), dropping by -13.12%.
- Central Index Key (CIK): 0001868537
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Portfolio Holdings for Fundsmith Investment Services
Fundsmith Investment Services holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stryker Corporation (SYK) | 9.0 | $574M | -4% | 1.6M | 369.67 |
|
| Microsoft Corporation (MSFT) | 8.1 | $521M | -36% | 1.0M | 517.95 |
|
| Meta Platforms Cl A (META) | 8.1 | $520M | -38% | 708k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $473M | -2% | 1.9M | 243.10 |
|
| IDEXX Laboratories (IDXX) | 6.9 | $440M | -18% | 688k | 638.89 |
|
| Visa Com Cl A (V) | 6.6 | $427M | -4% | 1.2M | 341.38 |
|
| Automatic Data Processing (ADP) | 6.6 | $424M | -4% | 1.4M | 293.50 |
|
| Waters Corporation (WAT) | 6.3 | $407M | +11% | 1.4M | 299.81 |
|
| Marriott Intl Cl A (MAR) | 5.9 | $381M | -2% | 1.5M | 260.44 |
|
| Philip Morris International (PM) | 5.6 | $362M | -19% | 2.2M | 162.20 |
|
| Mettler-Toledo International (MTD) | 4.9 | $312M | -2% | 254k | 1227.61 |
|
| Procter & Gamble Company (PG) | 4.5 | $290M | -2% | 1.9M | 153.65 |
|
| Church & Dwight (CHD) | 3.8 | $246M | -3% | 2.8M | 87.63 |
|
| Fortinet (FTNT) | 3.0 | $192M | -9% | 2.3M | 84.08 |
|
| Texas Instruments Incorporated (TXN) | 2.8 | $181M | 986k | 183.73 |
|
|
| Zoetis Cl A (ZTS) | 2.7 | $172M | +34% | 1.2M | 146.32 |
|
| Nike CL B (NKE) | 2.5 | $161M | 2.3M | 69.73 |
|
|
| Otis Worldwide Corp (OTIS) | 2.3 | $150M | -2% | 1.6M | 91.43 |
|
| Intuit (INTU) | 2.0 | $129M | +65% | 189k | 682.91 |
|
| Coupang Cl A (CPNG) | 0.3 | $20M | 635k | 32.20 |
|
|
| Waste Management (WM) | 0.2 | $16M | 71k | 220.83 |
|
|
| Ies Hldgs (IESC) | 0.2 | $13M | 33k | 397.65 |
|
|
| Home Depot (HD) | 0.1 | $5.7M | -57% | 14k | 405.19 |
|
Past Filings by Fundsmith Investment Services
SEC 13F filings are viewable for Fundsmith Investment Services going back to 2021
- 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
- Fundsmith Investment Services 2022 Q1 filed May 16, 2022