Fundsmith Investment Services

Latest statistics and disclosures from Fundsmith Investment Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MAR, SYK, WAT, CHD, V, and represent 32.28% of Fundsmith Investment Services's stock portfolio.
  • Added to shares of these 10 stocks: UBER (+$213M), MA (+$202M), TSM (+$195M), NFLX (+$156M), GEV (+$151M), APP (+$121M), TJX (+$109M), NXT (+$108M), VEEV (+$46M), YUM (+$29M).
  • Started 9 new stock positions in NXT, YUM, UBER, VEEV, APP, GEV, NFLX, ORLY, MA.
  • Reduced shares in these 10 stocks: MTD (-$281M), GOOGL (-$206M), PM (-$133M), , V (-$118M), ADP (-$113M), MAR (-$110M), PG (-$99M), WAT (-$97M), FTNT (-$82M).
  • Sold out of its positions in AMZN, AAPL, HD, MTD, OTIS, ZTS.
  • Fundsmith Investment Services was a net seller of stock by $-384M.
  • Fundsmith Investment Services has $4.5B in assets under management (AUM), dropping by 2.58%.
  • Central Index Key (CIK): 0001868537

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Portfolio Holdings for Fundsmith Investment Services

Fundsmith Investment Services holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Marriott Intl Cl A (MAR) 7.4 $334M -24% 902k 370.59
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Stryker Corporation (SYK) 7.3 $331M -11% 1.1M 314.84
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Waters Corporation (WAT) 7.0 $314M -23% 838k 375.04
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Church & Dwight (CHD) 5.4 $246M -2% 2.5M 96.88
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Visa Com Cl A (V) 5.2 $234M -33% 681k 343.09
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Texas Instruments Incorporated (TXN) 5.0 $226M -12% 759k 298.07
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Uber Technologies (UBER) 4.7 $213M NEW 3.0M 72.16
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Mastercard Incorporated Cl A (MA) 4.5 $202M NEW 393k 513.60
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Alphabet Cap Stk Cl A (GOOGL) 4.4 $200M -50% 559k 357.37
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 4.3 $197M +14322% 412k 477.57
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Meta Platforms Cl A (META) 4.2 $192M -27% 341k 563.29
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Microsoft Corporation (MSFT) 4.2 $189M -23% 505k 373.02
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Automatic Data Processing (ADP) 4.1 $185M -37% 824k 223.95
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Fortinet (FTNT) 3.8 $173M -32% 1.1M 153.62
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IDEXX Laboratories (IDXX) 3.8 $172M -32% 327k 526.44
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Philip Morris International (PM) 3.8 $171M -43% 944k 180.91
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Procter & Gamble Company (PG) 3.5 $159M -38% 1.1M 146.64
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Netflix (NFLX) 3.5 $156M NEW 2.2M 71.40
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Ge Vernova (GEV) 3.3 $151M NEW 129k 1174.86
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Applovin Corp Com Cl A (APP) 2.7 $121M NEW 234k 515.23
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TJX Companies (TJX) 2.4 $109M +22357% 722k 151.50
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Nextpower Class A Com (NXT) 2.4 $108M NEW 904k 119.14
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Veeva Sys Cl A Com (VEEV) 1.0 $46M NEW 259k 177.47
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Badger Meter (BMI) 0.8 $37M +89% 251k 148.38
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Yum! Brands (YUM) 0.6 $29M NEW 178k 159.86
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Waste Management (WM) 0.6 $26M +63% 115k 222.88
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O'reilly Automotive (ORLY) 0.0 $498k NEW 5.4k 92.09
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Past Filings by Fundsmith Investment Services

SEC 13F filings are viewable for Fundsmith Investment Services going back to 2021

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