Fundsmith Investment Services as of June 30, 2026
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 | 902k | 370.59 | |
| Stryker Corporation (SYK) | 7.3 | $331M | 1.1M | 314.84 | |
| Waters Corporation (WAT) | 7.0 | $314M | 838k | 375.04 | |
| Church & Dwight (CHD) | 5.4 | $246M | 2.5M | 96.88 | |
| Visa Com Cl A (V) | 5.2 | $234M | 681k | 343.09 | |
| Texas Instruments Incorporated (TXN) | 5.0 | $226M | 759k | 298.07 | |
| Uber Technologies (UBER) | 4.7 | $213M | 3.0M | 72.16 | |
| Mastercard Incorporated Cl A (MA) | 4.5 | $202M | 393k | 513.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $200M | 559k | 357.37 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.3 | $197M | 412k | 477.57 | |
| Meta Platforms Cl A (META) | 4.2 | $192M | 341k | 563.29 | |
| Microsoft Corporation (MSFT) | 4.2 | $189M | 505k | 373.02 | |
| Automatic Data Processing (ADP) | 4.1 | $185M | 824k | 223.95 | |
| Fortinet (FTNT) | 3.8 | $173M | 1.1M | 153.62 | |
| IDEXX Laboratories (IDXX) | 3.8 | $172M | 327k | 526.44 | |
| Philip Morris International (PM) | 3.8 | $171M | 944k | 180.91 | |
| Procter & Gamble Company (PG) | 3.5 | $159M | 1.1M | 146.64 | |
| Netflix (NFLX) | 3.5 | $156M | 2.2M | 71.40 | |
| Ge Vernova (GEV) | 3.3 | $151M | 129k | 1174.86 | |
| Applovin Corp Com Cl A (APP) | 2.7 | $121M | 234k | 515.23 | |
| TJX Companies (TJX) | 2.4 | $109M | 722k | 151.50 | |
| Nextpower Class A Com (NXT) | 2.4 | $108M | 904k | 119.14 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $46M | 259k | 177.47 | |
| Badger Meter (BMI) | 0.8 | $37M | 251k | 148.38 | |
| Yum! Brands (YUM) | 0.6 | $29M | 178k | 159.86 | |
| Waste Management (WM) | 0.6 | $26M | 115k | 222.88 | |
| O'reilly Automotive (ORLY) | 0.0 | $498k | 5.4k | 92.09 |
