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CIK: 0001868537
Total reported value
$4.5B
$4.5B
24 檔
38.6%
According to the latest 13F quarterly dataset, Fundsmith Investment Services LTD. managed an equity portfolio of $4.5B at the end of Q1 2026, spanning 24 distinct U.S. exchange-listed positions.
In Q1 2026, Fundsmith Investment Services LTD. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | Stock-Consumer Disc | 8.90% | -1.50% | -9.04% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 8.85% | -1.53% | -9.30% | |
| 3 | WAT | Waters CORP | Stock-Healthcare | 7.41% | -0.46% | -4.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.40% | -2.98% | -9.77% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 7.04% | -1.87% | -5.01% | |
| 6 | MTD | Mettler-toledo International | Stock-Healthcare | 6.38% | -6.38% | EXIT | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 6.30% | -2.52% | -19.80% | |
| 8 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 6.14% | -2.33% | -13.05% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 6.12% | -2.04% | -0.82% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.09% | -1.84% | -10.41% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.77% | -2.25% | -0.92% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -1.41% | -0.68% | |
| 13 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 5.50% | -0.06% | -0.88% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 3.82% | +1.19% | -0.64% | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 3.08% | +0.75% | -8.71% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 3.01% | -3.01% | EXIT | |
| 17 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.69% | -1.69% | EXIT | |
| 18 | BMI | Badger Meter Inc | Stock-Tech | 0.46% | +0.36% | — | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 0.37% | +0.20% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | -0.03% | EXIT | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.02% | +4.33% | +371.57% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.01% | -0.01% | EXIT | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.01% | +2.41% | +178.18% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHD | Church & Dwight Co Inc | +1.5% | -0.88% | Trim |
| 2 | MAR | Marriott International -cl A | +1.4% | -9.04% | Trim |
| 3 | PG | Procter & Gamble Co/the | +1.1% | -0.92% | Trim |
| 4 | TXN | Texas Instruments Inc | +1.1% | -0.64% | Trim |
| 5 | SYK | Stryker CORP | +0.4% | -9.30% | Trim |
| 6 | FTNT | Fortinet Inc | +0.4% | -8.71% | Trim |
| 7 | MTD | Mettler-toledo International | +0.3% | -7.08% | Trim |
| 8 | ZTS | Zoetis Inc | +0.2% | -7.15% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -9.77% | Trim |
| 10 | PM | Philip Morris International | +0.2% | -19.80% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -5.01% | Trim |
| 12 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 13 | BMI | Badger Meter Inc | 0% | — | Unchanged |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 0% | +371.57% | Add |
| 15 | AAPL | Apple Inc | 0% | +260.83% | Add |
| 16 | TJX | Tjx Companies Inc | 0% | +178.18% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +178.18% | Add |
| 18 | HD | Home Depot Inc | 0% | -50.81% | Trim |
| 19 | ADP | Automatic Data Processing | -0.2% | -0.82% | Trim |
| 20 | META | Meta Platforms Inc-class A | -0.2% | -10.41% | Trim |
| 21 | OTIS | Otis Worldwide CORP | -0.3% | -22.75% | Trim |
| 22 | MSFT | Microsoft CORP | -0.3% | -0.68% | Trim |
| 23 | WAT | Waters CORP | -0.6% | -4.31% | Trim |
| 24 | IDXX | Idexx Laboratories Inc | -0.7% | -13.05% | Trim |
| 25 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 26 | INTU | Intuit Inc | — | 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 24 disclosed positions in Q1 2026.
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 MAR, SYK, WAT) accounted for 38.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
NKE
前期市值: $141.8M
During Q1 2026, Fundsmith Investment Services LTD.'s top holdings by market value included MAR (8.9%)、SYK (8.8%)、WAT (7.4%). The largest single position, MAR, represented 8.9% of total portfolio value.
In Q1 2026, Fundsmith Investment Services LTD. made 24 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 18 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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