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CIK: 0001868537
Total reported value
$4.5B
$4.5B
26 檔
45.9%
As reported in its official Q4 2025 Form 13F filing, Fundsmith Investment Services LTD.'s tracked investment portfolio stood at $4.5B with 26 total positions.
In Q4 2025, Fundsmith Investment Services LTD. adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 8.41% | -1.53% | -15.86% | |
| 2 | WAT | Waters CORP | Stock-Healthcare | 7.96% | -0.46% | -15.49% | |
| 3 | MAR | Marriott International -cl A | Stock-Consumer Disc | 7.48% | -1.50% | -9.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.20% | -2.98% | -35.41% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.93% | -1.87% | -13.61% | |
| 6 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.86% | -2.33% | -19.54% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.32% | -1.84% | -26.00% | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 6.30% | -2.04% | -7.37% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 6.14% | -2.52% | -6.37% | |
| 10 | MTD | Mettler-toledo International | Stock-Healthcare | 6.11% | -6.38% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -1.41% | -33.52% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.66% | -2.25% | -5.92% | |
| 13 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 4.02% | -0.06% | -6.63% | |
| 14 | ZTS | Zoetis Inc | Stock-Healthcare | 2.78% | -3.01% | EXIT | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 2.77% | +1.19% | -11.49% | |
| 16 | FTNT | Fortinet Inc | Stock-Tech | 2.64% | +0.75% | -20.24% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.59% | — | -3.81% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 2.14% | — | -6.45% | |
| 19 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.00% | -1.69% | EXIT | |
| 20 | BMI | Badger Meter Inc | Stock-Tech | 0.42% | +0.36% | — | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 0.28% | +0.20% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | -0.03% | EXIT | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | — | +4.33% | — | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | — | +2.41% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | — | -0.01% | EXIT | |
| 26 | AAPL | Apple Inc | Stock-Tech | — | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WAT | Waters CORP | +1.6% | -15.49% | Trim |
| 2 | MAR | Marriott International -cl A | +1.5% | -9.93% | Trim |
| 3 | MTD | Mettler-toledo International | +1.3% | -5.54% | Trim |
| 4 | PM | Philip Morris International | +0.5% | -6.37% | Trim |
| 5 | V | Visa Inc-class A Shares | +0.3% | -13.61% | Trim |
| 6 | CHD | Church & Dwight Co Inc | +0.2% | -6.63% | Trim |
| 7 | PG | Procter & Gamble Co/the | +0.1% | -5.92% | Trim |
| 8 | INTU | Intuit Inc | +0.1% | -6.45% | Trim |
| 9 | ZTS | Zoetis Inc | +0.1% | +2.61% | Add |
| 10 | NKE | Nike Inc -cl B | +0.1% | -3.81% | Trim |
| 11 | WM | Waste Management Inc | 0% | — | Unchanged |
| 12 | IDXX | Idexx Laboratories Inc | 0% | -19.54% | Trim |
| 13 | HD | Home Depot Inc | 0% | -33.66% | Trim |
| 14 | TXN | Texas Instruments Inc | -0.1% | -11.49% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | -0.2% | -35.41% | Trim |
| 16 | ADP | Automatic Data Processing | -0.3% | -7.37% | Trim |
| 17 | OTIS | Otis Worldwide CORP | -0.3% | -23.88% | Trim |
| 18 | FTNT | Fortinet Inc | -0.4% | -20.24% | Trim |
| 19 | SYK | Stryker CORP | -0.5% | -15.86% | Trim |
| 20 | META | Meta Platforms Inc-class A | -1.8% | -26.00% | Trim |
| 21 | MSFT | Microsoft CORP | -2.2% | -33.52% | Trim |
| 22 | BMI | Badger Meter Inc | — | NEW | New buy |
| 23 | CPNG | Coupang Inc | — | EXIT | Sold out |
| 24 | IESC | Ies Holdings Inc | — | EXIT | Sold out |
| 25 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 26 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 28 | AAPL | Apple Inc | — | NEW | New buy |
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 Q4 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 SYK, WAT, MAR) accounted for 45.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BMI
市值: $23.1M
Top Position Liquidated / Trimmed
CPNG
前期市值: $20.4M
During Q4 2025, Fundsmith Investment Services LTD.'s top holdings by market value included SYK (8.4%)、WAT (8.0%)、MAR (7.5%). The largest single position, SYK, represented 8.4% of total portfolio value.
In Q4 2025, Fundsmith Investment Services LTD. made 27 total portfolio adjustments, initiating 5 new buys, adding to 1 positions, trimming 19 holdings, and fully liquidating 2 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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