Fundsmith as of March 31, 2025
Portfolio Holdings for Fundsmith
Fundsmith holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 10.2 | $2.2B | 3.9M | 576.36 | |
| Microsoft Corporation (MSFT) | 9.2 | $2.0B | 5.4M | 375.39 | |
| Stryker Corporation (SYK) | 8.6 | $1.9B | 5.1M | 372.25 | |
| Philip Morris International (PM) | 7.8 | $1.7B | 11M | 158.73 | |
| Visa Com Cl A (V) | 6.6 | $1.4B | 4.1M | 350.46 | |
| Automatic Data Processing (ADP) | 6.3 | $1.4B | 4.5M | 305.53 | |
| Waters Corporation (WAT) | 6.1 | $1.3B | 3.6M | 368.57 | |
| IDEXX Laboratories (IDXX) | 5.1 | $1.1B | 2.6M | 419.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $1.1B | 6.8M | 154.64 | |
| Marriott Intl Cl A (MAR) | 4.6 | $1.0B | 4.3M | 238.20 | |
| Fortinet (FTNT) | 3.7 | $820M | 8.5M | 96.26 | |
| Procter & Gamble Company (PG) | 3.6 | $787M | 4.6M | 170.42 | |
| Church & Dwight (CHD) | 3.4 | $754M | 6.8M | 110.09 | |
| Mettler-Toledo International (MTD) | 3.2 | $698M | 591k | 1180.91 | |
| Otis Worldwide Corp (OTIS) | 2.8 | $605M | 5.9M | 103.20 | |
| Texas Instruments Incorporated (TXN) | 2.2 | $490M | 2.7M | 179.70 | |
| Zoetis Cl A (ZTS) | 1.9 | $419M | 2.5M | 164.65 | |
| Nike CL B (NKE) | 1.8 | $390M | 6.1M | 63.48 | |
| Brown Forman Corp CL B (BF.B) | 1.5 | $327M | 9.6M | 33.94 | |
| Verisign (VRSN) | 0.7 | $145M | 570k | 253.87 | |
| Intuit (INTU) | 0.5 | $112M | 182k | 613.99 | |
| Verisk Analytics (VRSK) | 0.4 | $98M | 331k | 297.62 | |
| Choice Hotels International (CHH) | 0.4 | $97M | 734k | 132.78 | |
| Gra (GGG) | 0.4 | $95M | 1.1M | 83.51 | |
| Msci (MSCI) | 0.4 | $94M | 167k | 565.50 | |
| Qualys (QLYS) | 0.4 | $91M | 719k | 125.93 | |
| Paycom Software (PAYC) | 0.4 | $90M | 414k | 218.48 | |
| Clorox Company (CLX) | 0.4 | $90M | 614k | 147.25 | |
| Rollins (ROL) | 0.4 | $86M | 1.6M | 54.03 | |
| Oddity Tech Shs Cl A (ODD) | 0.3 | $70M | 1.6M | 43.26 | |
| Doximity Cl A (DOCS) | 0.3 | $69M | 1.2M | 58.03 | |
| Exponent (EXPO) | 0.3 | $68M | 837k | 81.06 | |
| Sabre (SABR) | 0.3 | $60M | 22M | 2.81 | |
| Equifax (EFX) | 0.3 | $57M | 236k | 243.56 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $52M | 2.2M | 24.25 | |
| Home Depot (HD) | 0.2 | $42M | 115k | 366.49 | |
| Medpace Hldgs (MEDP) | 0.2 | $39M | 128k | 304.69 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $27M | 50k | 548.12 |
