Fundsmith LLP Terry Smith

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $22.0T
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 2.7T 12.4% 8.6M -363.8K ↓4.04%
SYK
Stryker Corp. 1.5T 6.85% 5.5M +7.2K ↑0.13%
FB
Meta Platforms Inc - Class A 1.5T 6.82% 5.0M -647.0K ↓11.44%
PM
Philip Morris International Inc 1.4T 6.33% 15.1M -720.4K ↓4.56%
ADP
Automatic Data Processing Inc. 1.3T 6.03% 5.5M -5.9K ↓0.11%
V
Visa Inc - Class A 1.3T 6.01% 5.8M -4.7K ↓0.08%
IDXX
Idexx Laboratories, Inc. 1.3T 5.88% 3.0M +3.0K ↑0.10%
MKC
McCormick & Co., Inc. (Non Voting) 1.2T 5.26% 15.3M -154.4K ↓1.00%
PEP
PepsiCo Inc 1.1T 5.11% 6.6M -5.7K ↓0.09%
WAT
Waters Corp. 1.0T 4.74% 3.8M -3.0K ↓0.08%
GOOGL
Alphabet Inc - Class A 993.1B 4.51% 7.6M -26.9K ↓0.35%
MAR
Marriott International, Inc. - Class A 864.0B 3.92% 4.4M +4.2M ↑2236.52%
PG
Procter & Gamble Co. 706.9B 3.21% 4.8M -2.6K ↓0.05%
BF.B
Brown-Forman Corp. - Class B 697.3B 3.16% 12.1M -109.3K ↓0.90%
CHD
Church & Dwight Co., Inc. 666.6B 3.02% 7.3M +606.2K ↑9.09%
NKE
Nike, Inc. - Class B 640.9B 2.91% 6.7M -8.4K ↓0.12%
MTD
Mettler-Toledo International, Inc. 630.0B 2.86% 568.5K -624 ↓0.11%
OTIS
Otis Worldwide Corp 518.1B 2.35% 6.5M -4.5K ↓0.07%
FTNT
Fortinet Inc 289.0B 1.31% 4.9M +2.6M ↑112.87%
AAPL
Apple Inc 228.3B 1.03% 1.3M +651 ↑0.05%
VRSN
Verisign Inc. 135.7B 0.61% 670.2K -4.6K ↓0.69%
VRSK
Verisk Analytics Inc 124.4B 0.56% 526.5K -3.6K ↓0.69%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
EL
Estee Lauder Cos., Inc. - Class A 1.1T 4.46% 5.4M Sold Out
MASI
Masimo Corp 120.2B 0.5% 730.4K Sold Out