Fundsmith LLP Terry Smith

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $23.5B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 2.7B 11.38% 4.6M -310.0K ↓6.36%
MSFT
Microsoft Corporation 2.6B 11.11% 6.2M -713.2K ↓10.34%
SYK
Stryker Corp. 1.9B 8.18% 5.3M -2.8K ↓0.05%
ADP
Automatic Data Processing Inc. 1.5B 6.25% 5.0M -558.1K ↓10.02%
V
Visa Inc - Class A 1.5B 6.22% 4.6M -924.3K ↓16.66%
PM
Philip Morris International Inc 1.4B 5.76% 11.2M -767.5K ↓6.39%
WAT
Waters Corp. 1.3B 5.74% 3.6M -11.5K ↓0.31%
GOOGL
Alphabet Inc - Class A 1.3B 5.52% 6.8M -3.8K ↓0.06%
MAR
Marriott International, Inc. - Class A 1.2B 5.06% 4.3M -11.3K ↓0.27%
IDXX
Idexx Laboratories, Inc. 1.1B 4.69% 2.7M -1.3K ↓0.05%
PEP
PepsiCo Inc 861.2M 3.67% 5.7M -76.3K ↓1.33%
FTNT
Fortinet Inc 806.0M 3.43% 8.5M -1.6M ↓15.69%
PG
Procter & Gamble Co. 775.6M 3.3% 4.6M -6.8K ↓0.15%
MTD
Mettler-Toledo International, Inc. 723.8M 3.08% 591.5K -464 ↓0.08%
CHD
Church & Dwight Co., Inc. 718.0M 3.06% 6.9M -25.7K ↓0.37%
OTIS
Otis Worldwide Corp 552.6M 2.35% 6.0M -174.5K ↓2.84%
NKE
Nike, Inc. - Class B 464.3M 1.97% 6.1M -163.9K ↓2.60%
BF.B
Brown-Forman Corp. - Class B 366.0M 1.56% 9.6M -372.6K ↓3.72%
TXN
Texas Instruments Inc. 318.9M 1.35% 1.7M =
VRSN
Verisign Inc. 129.2M 0.55% 624.5K =
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
AAPL
Apple Inc 363.2M 1.43% 1.6M Sold Out
MKC
McCormick & Co., Inc. (Non Voting) 142.2M 0.56% 1.7M Sold Out