13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001569205
Total reported value
$13.6B
$13.6B
40 檔
76.2%
During the Q2 2024 filing period, Fundsmith LLP (CIK: 0001569205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $13.6B across 40 reported positions.
In Q2 2024, Fundsmith LLP adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.01% | -1.64% | -6.27% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.01% | -1.55% | -1.98% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 7.43% | -1.12% | -2.24% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 5.98% | -2.73% | -2.35% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.94% | -2.23% | -2.43% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 5.43% | -1.84% | -3.12% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 5.29% | -2.49% | -1.90% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.08% | -1.99% | -1.89% | |
| 9 | WAT | Waters CORP | Stock-Healthcare | 4.32% | -1.21% | -2.97% | |
| 10 | MAR | Marriott International -cl A | Stock-Consumer Disc | 4.20% | -1.57% | -2.29% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.87% | — | -1.45% | |
| 12 | MTD | Mettler-toledo International | Stock-Healthcare | 3.37% | -5.59% | EXIT | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.12% | -0.35% | -3.16% | |
| 14 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.92% | -0.25% | -3.58% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.90% | — | -17.83% | |
| 16 | FTNT | Fortinet Inc | Stock-Tech | 2.53% | +0.17% | +25.82% | |
| 17 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.41% | -1.64% | EXIT | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.96% | — | -2.79% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.93% | — | -3.27% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.34% | — | -2.44% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | -0.04% | +39.01% | |
| 22 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.51% | — | -3.05% | |
| 23 | EFX | Equifax Inc | Stock-Industrials | 0.45% | — | -3.05% | |
| 24 | VRSN | Verisign Inc | Stock-Tech | 0.45% | -0.12% | -3.05% | |
| 25 | EXPO | Exponent Inc | Stock-Industrials | 0.39% | — | -3.05% | |
| 26 | GGG | Graco Inc | Stock-Industrials | 0.37% | — | -3.05% | |
| 27 | CGNX | Cognex CORP | Stock-Tech | 0.36% | — | -3.05% | |
| 28 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.36% | — | -3.05% | |
| 29 | MSCI | Msci Inc | Stock-Financials | 0.33% | -0.05% | -3.05% | |
| 30 | QLYS | Qualys Inc | Stock-Tech | 0.32% | -0.15% | EXIT | |
| 31 | ROL | Rollins Inc | Stock-Consumer Disc | 0.32% | -0.07% | -3.05% | |
| 32 | CLX | Clorox Company | Stock-Consumer Staples | 0.32% | -0.02% | -3.05% | |
| 33 | IEX | Idex CORP | Stock-Industrials | 0.30% | — | -3.05% | |
| 34 | ODD | Oddity Tech Ltd. | Stock-Other | 0.26% | — | +21.69% | |
| 35 | SABR | Sabre CORP | Stock-Tech | 0.23% | +0.04% | -0.82% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.07% | EXIT | |
| 37 | PAYC | Paycom Software Inc | Stock-Tech | 0.19% | -0.12% | -0.82% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.16% | -3.57% | EXIT | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | +4.68% | NEW | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | — | -0.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -1.89% | Trim |
| 2 | PM | Philip Morris International | +0.7% | -2.35% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.6% | -1.98% | Trim |
| 4 | MSFT | Microsoft CORP | +0.5% | -6.27% | Trim |
| 5 | TXN | Texas Instruments Inc | +0.5% | +39.01% | Add |
| 6 | FTNT | Fortinet Inc | +0.3% | +25.82% | Add |
| 7 | AAPL | Apple Inc | +0.3% | -2.44% | Trim |
| 8 | MTD | Mettler-toledo International | +0.2% | -3.04% | Trim |
| 9 | VRSK | Verisk Analytics Inc | +0.1% | -3.05% | Trim |
| 10 | PG | Procter & Gamble Co/the | +0.1% | -3.16% | Trim |
| 11 | EXPO | Exponent Inc | +0.1% | -3.05% | Trim |
| 12 | ODD | Oddity Tech Ltd. | 0% | +21.69% | Add |
| 13 | CGNX | Cognex CORP | 0% | -3.05% | Trim |
| 14 | SABR | Sabre CORP | 0% | -0.82% | Trim |
| 15 | ROL | Rollins Inc | 0% | -3.05% | Trim |
| 16 | ZTS | Zoetis Inc | 0% | -0.26% | Trim |
| 17 | MA | Mastercard Inc - A | — | -0.26% | Trim |
| 18 | MCD | Mcdonald's CORP | — | -0.26% | Trim |
| 19 | CHD | Church & Dwight Co Inc | 0% | -3.58% | Trim |
| 20 | CHH | Choice Hotels Intl Inc | 0% | -3.05% | Trim |
| 21 | HD | Home Depot Inc | 0% | -0.26% | Trim |
| 22 | CLX | Clorox Company | 0% | -3.05% | Trim |
| 23 | VRSN | Verisign Inc | 0% | -3.05% | Trim |
| 24 | OTIS | Otis Worldwide CORP | 0% | -2.49% | Trim |
| 25 | QLYS | Qualys Inc | -0.1% | -3.05% | Trim |
| 26 | MSCI | Msci Inc | -0.1% | -3.05% | Trim |
| 27 | EFX | Equifax Inc | -0.1% | -3.05% | Trim |
| 28 | GGG | Graco Inc | -0.1% | -3.05% | Trim |
| 29 | PAYC | Paycom Software Inc | -0.1% | -0.82% | Trim |
| 30 | IEX | Idex CORP | -0.1% | -3.05% | Trim |
| 31 | MAR | Marriott International -cl A | -0.1% | -2.29% | Trim |
| 32 | PEP | Pepsico Inc | -0.1% | -1.45% | Trim |
| 33 | ADP | Automatic Data Processing | -0.2% | -3.12% | Trim |
| 34 | SYK | Stryker CORP | -0.2% | -2.24% | Trim |
| 35 | V | Visa Inc-class A Shares | -0.3% | -2.43% | Trim |
| 36 | BF-B | Brown-forman Corp-class B | -0.4% | -2.79% | Trim |
| 37 | IDXX | Idexx Laboratories Inc | -0.5% | -1.90% | Trim |
| 38 | NKE | Nike Inc -cl B | -0.5% | -3.27% | Trim |
| 39 | WAT | Waters CORP | -0.8% | -2.97% | Trim |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.8% | -17.83% | Trim |
According to official SEC Form 13F filings, Fundsmith LLP reported a total U.S. public equity portfolio value of $13.6B across 40 disclosed positions in Q2 2024.
During Q2 2024, Fundsmith LLP's top holdings by market value included MSFT (13.0%)、META (10.0%)、SYK (7.4%). The largest single position, MSFT, represented 13.0% of total portfolio value.
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 MSFT, META, SYK) accounted for 76.2% of total reported equity market value during Q2 2024.
Top Position Liquidated / Trimmed
MSFT
前期市值: $3.2B
In Q2 2024, Fundsmith LLP made 40 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 37 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.