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CIK: 0001868537
Total reported value
$4.5B
$4.5B
28 檔
75.2%
At the close of Q2 2024, Fundsmith Investment Services LTD. disclosed equity holdings valued at approximately $4.5B, spread across 28 reported holdings.
During Q2 2024, Fundsmith Investment Services LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.01% | -1.41% | +0.24% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.39% | -1.84% | +6.01% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 8.27% | -1.53% | +5.63% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 6.15% | -1.87% | +6.53% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 6.05% | -2.52% | +4.99% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 5.65% | -2.04% | +8.63% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 5.43% | -2.33% | +5.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.71% | -2.98% | +5.73% | |
| 9 | MTD | Mettler-toledo International | Stock-Healthcare | 4.68% | -6.38% | EXIT | |
| 10 | WAT | Waters CORP | Stock-Healthcare | 4.60% | -0.46% | +7.89% | |
| 11 | MAR | Marriott International -cl A | Stock-Consumer Disc | 4.44% | -1.50% | +6.16% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.31% | -2.25% | +8.31% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.95% | — | -1.56% | |
| 14 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.90% | -0.06% | +7.68% | |
| 15 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.25% | — | +5.17% | |
| 16 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.21% | -1.69% | EXIT | |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.02% | — | -32.20% | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.01% | — | -10.10% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 1.95% | +0.75% | +25.88% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.01% | EXIT | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.06% | +1.19% | +56.14% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +4.33% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.03% | EXIT | |
| 24 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.23% | — | +42.12% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 0.19% | -3.01% | EXIT | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | — | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | +4.47% | NEW | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | — | +3.95% |
According to official SEC Form 13F filings, Fundsmith Investment Services LTD. reported a total U.S. public equity portfolio value of $4.5B across 28 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, SYK) accounted for 75.2% of total reported equity market value during Q2 2024.
During Q2 2024, Fundsmith Investment Services LTD.'s top holdings by market value included MSFT (13.0%)、META (10.4%)、SYK (8.3%). The largest single position, MSFT, represented 13.0% of total portfolio value.
In Q2 2024, Fundsmith Investment Services LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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