Fundsmith LLP Terry Smith
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $19.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SYK
|
Stryker Corp. | 1.7B 8.57% | 4.6M | -85.7K ↓1.83% | |
|
IDXX
|
Idexx Laboratories, Inc. | 1.7B 8.42% | 2.6M | -28.8K ↓1.09% | |
|
GOOGL
|
Alphabet Inc - Class A | 1.5B 7.72% | 6.3M | -514.1K ↓7.56% | |
|
MSFT
|
Microsoft Corporation | 1.3B 6.75% | 2.6M | -2.4M ↓47.72% | |
|
V
|
Visa Inc - Class A | 1.3B 6.64% | 3.9M | +265 ↑0.01% | |
|
ADP
|
Automatic Data Processing Inc. | 1.3B 6.39% | 4.3M | -50.5K ↓1.16% | |
|
WAT
|
Waters Corp. | 1.2B 5.99% | 4.0M | +347.1K ↑9.62% | |
|
PM
|
Philip Morris International Inc | 1.2B 5.88% | 7.2M | -1.9M ↓20.78% | |
|
FB
|
Meta Platforms Inc - Class A | 1.1B 5.78% | 1.6M | -2.0M ↓56.32% | |
|
MAR
|
Marriott International, Inc. - Class A | 1.1B 5.56% | 4.2M | -8.3K ↓0.20% | |
|
MTD
|
Mettler-Toledo International, Inc. | 725.1M 3.66% | 590.7K | +617 ↑0.10% | |
|
FTNT
|
Fortinet Inc | 708.0M 3.57% | 8.4M | +1.7K ↑0.02% | |
|
PG
|
Procter & Gamble Co. | 703.3M 3.55% | 4.6M | +4.8K ↑0.10% | |
|
CHD
|
Church & Dwight Co., Inc. | 595.4M 3% | 6.8M | -29.6K ↓0.43% | |
|
OTIS
|
Otis Worldwide Corp | 532.0M 2.68% | 5.8M | = | |
|
ZTS
|
Zoetis Inc - Class A | 529.0M 2.67% | 3.6M | +730.3K ↑25.32% | |
|
TXN
|
Texas Instruments Inc. | 500.1M 2.52% | 2.7M | +1.6K ↑0.06% | |
|
NKE
|
Nike, Inc. - Class B | 427.4M 2.15% | 6.1M | = | |
|
INTU
|
Intuit Inc | 412.8M 2.08% | 604.5K | +235.9K ↑64.01% | |
|
QLYS
|
Qualys Inc | 115.2M 0.58% | 870.9K | +152.3K ↑21.19% | |
|
PAYC
|
Paycom Software Inc | 108.9M 0.55% | 523.4K | +109.9K ↑26.58% | |
|
DOCS
|
Doximity Inc - Class A | 99.2M 0.5% | 1.4M | = |