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CIK: 0001868537
Total reported value
$4.5B
$4.5B
26 檔
72.0%
As reported in its official Q2 2025 Form 13F filing, Fundsmith Investment Services LTD.'s tracked investment portfolio stood at $4.5B with 26 total positions.
In Q2 2025, Fundsmith Investment Services LTD. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 11.42% | -1.84% | -9.88% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.71% | -1.41% | -10.23% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 8.73% | -1.53% | -9.10% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 6.88% | -2.52% | -18.88% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.31% | -1.87% | -6.78% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 6.29% | -2.04% | -2.85% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.13% | -2.33% | -1.14% | |
| 8 | WAT | Waters CORP | Stock-Healthcare | 5.77% | -0.46% | +0.41% | |
| 9 | MAR | Marriott International -cl A | Stock-Consumer Disc | 5.56% | -1.50% | +0.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.78% | -2.98% | -0.19% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.20% | -2.25% | -0.23% | |
| 12 | MTD | Mettler-toledo International | Stock-Healthcare | 4.14% | -6.38% | EXIT | |
| 13 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.79% | -0.06% | +0.36% | |
| 14 | FTNT | Fortinet Inc | Stock-Tech | 3.59% | +0.75% | -1.37% | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 2.82% | +1.19% | +6.99% | |
| 16 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.27% | -1.69% | EXIT | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.22% | — | +0.08% | |
| 18 | ZTS | Zoetis Inc | Stock-Healthcare | 1.84% | -3.01% | EXIT | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.22% | — | +141.20% | |
| 20 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.27% | — | — | |
| 21 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.26% | — | — | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.22% | +0.20% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.03% | EXIT | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.14% | — | — | |
| 25 | IESC | Ies Holdings Inc | Stock-Industrials | 0.13% | — | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | +4.47% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -10.23% | Trim |
| 2 | META | Meta Platforms Inc-class A | +1.1% | -9.88% | Trim |
| 3 | IDXX | Idexx Laboratories Inc | +1.1% | -1.14% | Trim |
| 4 | INTU | Intuit Inc | +0.8% | +141.20% | Add |
| 5 | MAR | Marriott International -cl A | +0.5% | +0.15% | Add |
| 6 | TXN | Texas Instruments Inc | +0.4% | +6.99% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.19% | Trim |
| 8 | ZTS | Zoetis Inc | +0.2% | +20.84% | Add |
| 9 | NKE | Nike Inc -cl B | +0.2% | +0.08% | Add |
| 10 | FTNT | Fortinet Inc | +0.1% | -1.37% | Trim |
| 11 | CPNG | Coupang Inc | +0.1% | — | Unchanged |
| 12 | IESC | Ies Holdings Inc | +0.1% | — | Unchanged |
| 13 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 14 | FCNCA | First Citizens Bcshs -cl A | — | — | Unchanged |
| 15 | WM | Waste Management Inc | 0% | — | Unchanged |
| 16 | MA | Mastercard Inc - A | -0.1% | -29.39% | Trim |
| 17 | HD | Home Depot Inc | -0.1% | -27.59% | Trim |
| 18 | MTD | Mettler-toledo International | -0.2% | +0.40% | Add |
| 19 | OTIS | Otis Worldwide CORP | -0.2% | -1.85% | Trim |
| 20 | ADP | Automatic Data Processing | -0.4% | -2.85% | Trim |
| 21 | PG | Procter & Gamble Co/the | -0.5% | -0.23% | Trim |
| 22 | WAT | Waters CORP | -0.6% | +0.41% | Add |
| 23 | V | Visa Inc-class A Shares | -0.7% | -6.78% | Trim |
| 24 | SYK | Stryker CORP | -0.7% | -9.10% | Trim |
| 25 | CHD | Church & Dwight Co Inc | -0.7% | +0.36% | Add |
| 26 | PM | Philip Morris International | -0.8% | -18.88% | Trim |
| 27 | BF-B | Brown-forman Corp-class B | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Fundsmith Investment Services LTD. reported a total U.S. public equity portfolio value of $4.5B across 26 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, MSFT, SYK) accounted for 72.0% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
BF-B
前期市值: $96.9M
During Q2 2025, Fundsmith Investment Services LTD.'s top holdings by market value included META (11.4%)、MSFT (10.7%)、SYK (8.7%). The largest single position, META, represented 11.4% of total portfolio value.
In Q2 2025, Fundsmith Investment Services LTD. made 22 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 13 holdings, and fully liquidating 1 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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