Fundsmith LLP Terry Smith
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $23.0B
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
FB
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Meta Platforms Inc - Class A | 2.6B 11.44% | 3.6M | -315.0K ↓8.11% | |
MSFT
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Microsoft Corporation | 2.5B 10.67% | 4.9M | -428.7K ↓7.98% | |
SYK
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Stryker Corp. | 1.9B 8.03% | 4.7M | -392.2K ↓7.74% | |
PM
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Philip Morris International Inc | 1.7B 7.18% | 9.1M | -1.7M ↓16.03% | |
IDXX
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Idexx Laboratories, Inc. | 1.4B 6.15% | 2.6M | -9.0K ↓0.34% | |
V
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Visa Inc - Class A | 1.4B 5.94% | 3.9M | -283.0K ↓6.84% | |
ADP
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Automatic Data Processing Inc. | 1.3B 5.84% | 4.4M | -151.8K ↓3.36% | |
WAT
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Waters Corp. | 1.3B 5.47% | 3.6M | -4.8K ↓0.13% | |
GOOGL
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Alphabet Inc - Class A | 1.2B 5.2% | 6.8M | -39.8K ↓0.58% | |
MAR
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Marriott International, Inc. - Class A | 1.2B 5.02% | 4.2M | -15.0K ↓0.35% | |
FTNT
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Fortinet Inc | 890.0M 3.86% | 8.4M | -104.7K ↓1.23% | |
PG
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Procter & Gamble Co. | 728.5M 3.16% | 4.6M | -48.1K ↓1.04% | |
MTD
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Mettler-Toledo International, Inc. | 693.1M 3.01% | 590.0K | -801 ↓0.14% | |
CHD
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Church & Dwight Co., Inc. | 655.9M 2.84% | 6.8M | -23.2K ↓0.34% | |
OTIS
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Otis Worldwide Corp | 576.2M 2.5% | 5.8M | -47.6K ↓0.81% | |
TXN
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Texas Instruments Inc. | 564.8M 2.45% | 2.7M | -5.5K ↓0.20% | |
ZTS
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Zoetis Inc - Class A | 449.9M 1.95% | 2.9M | +338.3K ↑13.29% | |
NKE
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Nike, Inc. - Class B | 435.4M 1.89% | 6.1M | -6.1K ↓0.10% | |
INTU
|
Intuit Inc | 290.3M 1.26% | 368.5K | +186.9K ↑102.91% |
Sold Out Positions
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