Fundsmith as of Dec. 31, 2025
Portfolio Holdings for Fundsmith
Fundsmith holds 37 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 |
|---|---|---|---|---|---|
| Waters Corporation (WAT) | 7.9 | $1.4B | 3.6M | 379.83 | |
| Stryker Corporation (SYK) | 7.6 | $1.3B | 3.7M | 351.47 | |
| IDEXX Laboratories (IDXX) | 7.4 | $1.3B | 1.9M | 676.53 | |
| Visa Com Cl A (V) | 7.2 | $1.2B | 3.5M | 350.71 | |
| Marriott Intl Cl A (MAR) | 7.2 | $1.2B | 4.0M | 310.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $1.1B | 3.5M | 313.00 | |
| Automatic Data Processing (ADP) | 6.3 | $1.1B | 4.2M | 257.23 | |
| Microsoft Corporation (MSFT) | 5.9 | $1.0B | 2.1M | 483.62 | |
| Philip Morris International (PM) | 5.7 | $982M | 6.1M | 160.40 | |
| Meta Platforms Cl A (META) | 5.3 | $900M | 1.4M | 660.09 | |
| Mettler-Toledo International (MTD) | 4.7 | $809M | 581k | 1394.19 | |
| Procter & Gamble Company (PG) | 3.6 | $609M | 4.2M | 143.31 | |
| Church & Dwight (CHD) | 3.3 | $564M | 6.7M | 83.85 | |
| Fortinet (FTNT) | 3.0 | $517M | 6.5M | 79.41 | |
| Zoetis Cl A (ZTS) | 2.9 | $491M | 3.9M | 125.82 | |
| Texas Instruments Incorporated (TXN) | 2.7 | $455M | 2.6M | 173.49 | |
| Intuit (INTU) | 2.4 | $414M | 626k | 662.42 | |
| Nike CL B (NKE) | 2.1 | $368M | 5.8M | 63.71 | |
| Otis Worldwide Corp (OTIS) | 1.6 | $272M | 3.1M | 87.35 | |
| Msci (MSCI) | 0.6 | $96M | 167k | 573.73 | |
| Rollins (ROL) | 0.5 | $89M | 1.5M | 60.02 | |
| Qualys (QLYS) | 0.5 | $86M | 648k | 132.90 | |
| Paycom Software (PAYC) | 0.5 | $83M | 523k | 159.36 | |
| Oddity Tech Shs Cl A (ODD) | 0.5 | $83M | 2.1M | 40.18 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.5 | $79M | 3.4M | 23.34 | |
| Napco Security Systems (NSSC) | 0.4 | $74M | 1.8M | 41.70 | |
| Doximity Cl A (DOCS) | 0.4 | $73M | 1.7M | 44.28 | |
| Nutanix Cl A (NTNX) | 0.4 | $71M | 1.4M | 51.69 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $67M | 411k | 162.01 | |
| Verisign (VRSN) | 0.4 | $66M | 271k | 242.95 | |
| Clorox Company (CLX) | 0.4 | $62M | 614k | 100.83 | |
| Manhattan Associates (MANH) | 0.3 | $50M | 288k | 173.31 | |
| Gra (GGG) | 0.3 | $48M | 579k | 81.97 | |
| Medpace Hldgs (MEDP) | 0.3 | $46M | 83k | 561.65 | |
| Adma Biologics (ADMA) | 0.2 | $38M | 2.1M | 18.24 | |
| Sabre (SABR) | 0.2 | $29M | 22M | 1.36 | |
| Home Depot (HD) | 0.2 | $28M | 80k | 344.10 |
