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
78.8%
At the close of Q3 2024, Fundsmith LLP disclosed equity holdings valued at approximately $13.6B, spread across 40 reported holdings.
In Q3 2024, Fundsmith LLP adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, SYK) accounted for 78.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.75% | -1.64% | -3.37% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 11.03% | -1.55% | — | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 7.63% | -1.12% | -0.36% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 6.10% | -1.84% | -0.25% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.03% | -2.23% | -0.10% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 5.77% | -2.73% | -17.01% | |
| 7 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 5.32% | -2.49% | +0.04% | |
| 8 | WAT | Waters CORP | Stock-Healthcare | 5.19% | -1.21% | -0.23% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.50% | -1.99% | +0.04% | |
| 10 | MAR | Marriott International -cl A | Stock-Consumer Disc | 4.20% | -1.57% | +0.05% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.86% | — | -0.37% | |
| 12 | MTD | Mettler-toledo International | Stock-Healthcare | 3.51% | -5.59% | EXIT | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.17% | -0.35% | -0.30% | |
| 14 | FTNT | Fortinet Inc | Stock-Tech | 3.10% | +0.17% | -1.63% | |
| 15 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.85% | -0.25% | -0.46% | |
| 16 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.53% | -1.64% | EXIT | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.20% | — | — | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.95% | — | -10.13% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.44% | — | — | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.39% | -0.04% | +10.09% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.56% | — | -82.80% | |
| 22 | VRSN | Verisign Inc | Stock-Tech | 0.47% | -0.12% | — | |
| 23 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.44% | — | -9.99% | |
| 24 | EFX | Equifax Inc | Stock-Industrials | 0.42% | — | -20.74% | |
| 25 | CLX | Clorox Company | Stock-Consumer Staples | 0.40% | -0.02% | +7.59% | |
| 26 | GGG | Graco Inc | Stock-Industrials | 0.39% | — | — | |
| 27 | MSCI | Msci Inc | Stock-Financials | 0.38% | -0.05% | — | |
| 28 | EXPO | Exponent Inc | Stock-Industrials | 0.38% | — | -17.84% | |
| 29 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 30 | ROL | Rollins Inc | Stock-Consumer Disc | 0.32% | -0.07% | — | |
| 31 | SABR | Sabre CORP | Stock-Tech | 0.31% | +0.04% | — | |
| 32 | IEX | Idex CORP | Stock-Industrials | 0.31% | — | — | |
| 33 | CGNX | Cognex CORP | Stock-Tech | 0.31% | — | — | |
| 34 | QLYS | Qualys Inc | Stock-Tech | 0.28% | -0.15% | EXIT | |
| 35 | ODD | Oddity Tech Ltd. | Stock-Other | 0.26% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.07% | EXIT | |
| 37 | PAYC | Paycom Software Inc | Stock-Tech | 0.21% | -0.12% | — | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.18% | -3.57% | EXIT | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | +4.68% | NEW | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | — | +1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | — | Unchanged |
| 2 | WAT | Waters CORP | +0.9% | -0.23% | Trim |
| 3 | ADP | Automatic Data Processing | +0.7% | -0.25% | Trim |
| 4 | FTNT | Fortinet Inc | +0.6% | -1.63% | Trim |
| 5 | NKE | Nike Inc -cl B | +0.3% | — | Unchanged |
| 6 | SYK | Stryker CORP | +0.2% | -0.36% | Trim |
| 7 | TXN | Texas Instruments Inc | +0.2% | +10.09% | Add |
| 8 | MTD | Mettler-toledo International | +0.1% | +0.06% | Add |
| 9 | OTIS | Otis Worldwide CORP | +0.1% | +0.05% | Add |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | V | Visa Inc-class A Shares | +0.1% | -0.10% | Trim |
| 12 | CLX | Clorox Company | +0.1% | +7.59% | Add |
| 13 | SABR | Sabre CORP | +0.1% | — | Unchanged |
| 14 | PG | Procter & Gamble Co/the | +0.1% | -0.30% | Trim |
| 15 | MSCI | Msci Inc | +0.1% | — | Unchanged |
| 16 | IDXX | Idexx Laboratories Inc | 0% | +0.04% | Add |
| 17 | HD | Home Depot Inc | 0% | +1.10% | Add |
| 18 | GGG | Graco Inc | 0% | — | Unchanged |
| 19 | CHH | Choice Hotels Intl Inc | 0% | — | Unchanged |
| 20 | VRSN | Verisign Inc | 0% | — | Unchanged |
| 21 | PAYC | Paycom Software Inc | 0% | — | Unchanged |
| 22 | ZTS | Zoetis Inc | 0% | +1.10% | Add |
| 23 | MCD | Mcdonald's CORP | 0% | +1.11% | Add |
| 24 | IEX | Idex CORP | 0% | — | Unchanged |
| 25 | MA | Mastercard Inc - A | 0% | +1.10% | Add |
| 26 | MAR | Marriott International -cl A | — | +0.05% | Add |
| 27 | ROL | Rollins Inc | — | — | Unchanged |
| 28 | ODD | Oddity Tech Ltd. | — | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | -0.37% | Trim |
| 30 | BF-B | Brown-forman Corp-class B | 0% | -10.13% | Trim |
| 31 | EXPO | Exponent Inc | 0% | -17.84% | Trim |
| 32 | EFX | Equifax Inc | 0% | -20.74% | Trim |
| 33 | QLYS | Qualys Inc | 0% | — | Unchanged |
| 34 | CGNX | Cognex CORP | -0.1% | — | Unchanged |
| 35 | VRSK | Verisk Analytics Inc | -0.1% | -9.99% | Trim |
| 36 | CHD | Church & Dwight Co Inc | -0.1% | -0.46% | Trim |
| 37 | PM | Philip Morris International | -0.2% | -17.01% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.6% | +0.04% | Add |
| 39 | MSFT | Microsoft CORP | -1.3% | -3.37% | Trim |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -2.3% | -82.80% | 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 Q3 2024.
During Q3 2024, Fundsmith LLP's top holdings by market value included MSFT (11.8%)、META (11.0%)、SYK (7.6%). The largest single position, MSFT, represented 11.8% 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.
Top Position Liquidated / Trimmed
MSFT
前期市值: $3.2B
In Q3 2024, Fundsmith LLP made 26 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 15 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.