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
Meta Platforms Inc - Class A 2.6B 11.44% 3.6M -315.0K ↓8.11%
MSFT
Microsoft Corporation 2.5B 10.67% 4.9M -428.7K ↓7.98%
SYK
Stryker Corp. 1.9B 8.03% 4.7M -392.2K ↓7.74%
PM
Philip Morris International Inc 1.7B 7.18% 9.1M -1.7M ↓16.03%
IDXX
Idexx Laboratories, Inc. 1.4B 6.15% 2.6M -9.0K ↓0.34%
V
Visa Inc - Class A 1.4B 5.94% 3.9M -283.0K ↓6.84%
ADP
Automatic Data Processing Inc. 1.3B 5.84% 4.4M -151.8K ↓3.36%
WAT
Waters Corp. 1.3B 5.47% 3.6M -4.8K ↓0.13%
GOOGL
Alphabet Inc - Class A 1.2B 5.2% 6.8M -39.8K ↓0.58%
MAR
Marriott International, Inc. - Class A 1.2B 5.02% 4.2M -15.0K ↓0.35%
FTNT
Fortinet Inc 890.0M 3.86% 8.4M -104.7K ↓1.23%
PG
Procter & Gamble Co. 728.5M 3.16% 4.6M -48.1K ↓1.04%
MTD
Mettler-Toledo International, Inc. 693.1M 3.01% 590.0K -801 ↓0.14%
CHD
Church & Dwight Co., Inc. 655.9M 2.84% 6.8M -23.2K ↓0.34%
OTIS
Otis Worldwide Corp 576.2M 2.5% 5.8M -47.6K ↓0.81%
TXN
Texas Instruments Inc. 564.8M 2.45% 2.7M -5.5K ↓0.20%
ZTS
Zoetis Inc - Class A 449.9M 1.95% 2.9M +338.3K ↑13.29%
NKE
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
TICKER CORP NAME VALUE($) SHARES +/- SHARES
BF.B
Brown-Forman Corp. - Class B 327.1M 1.48% 9.6M Sold Out
VRSN
Verisign Inc. 144.7M 0.65% 570.0K Sold Out