Fundsmith LLP Terry Smith
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $12.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
MAR
|
Marriott International, Inc. - Class A | 1.1B 8.59% | 3.4M | -609.1K ↓15.30% | |
|
SYK
|
Stryker Corp. | 1.0B 7.84% | 3.1M | -626.1K ↓16.98% | |
|
WAT
|
Waters Corp. | 956.6M 7.45% | 3.2M | -345.9K ↓9.72% | |
|
V
|
Visa Inc - Class A | 938.2M 7.31% | 3.1M | -430.6K ↓12.18% | |
|
GOOGL
|
Alphabet Inc - Class A | 850.1M 6.62% | 3.0M | -542.3K ↓15.50% | |
|
PM
|
Philip Morris International Inc | 845.4M 6.59% | 5.1M | -1.0M ↓16.51% | |
|
IDXX
|
Idexx Laboratories, Inc. | 823.6M 6.42% | 1.5M | -410.2K ↓21.87% | |
|
ADP
|
Automatic Data Processing Inc. | 783.3M 6.1% | 3.9M | -322.9K ↓7.73% | |
|
MSFT
|
Microsoft Corporation | 769.9M 6% | 2.1M | -234 ↓0.01% | |
|
FB
|
Meta Platforms Inc - Class A | 756.0M 5.89% | 1.3M | -42.2K ↓3.09% | |
|
MTD
|
Mettler-Toledo International, Inc. | 717.0M 5.58% | 568.5K | -12.0K ↓2.07% | |
|
CHD
|
Church & Dwight Co., Inc. | 619.8M 4.83% | 6.6M | -86.9K ↓1.29% | |
|
PG
|
Procter & Gamble Co. | 606.6M 4.72% | 4.2M | -48.1K ↓1.13% | |
|
TXN
|
Texas Instruments Inc. | 509.3M 3.96% | 2.6M | -428 ↓0.02% | |
|
FTNT
|
Fortinet Inc | 503.1M 3.92% | 6.2M | -359.3K ↓5.51% | |
|
ZTS
|
Zoetis Inc - Class A | 458.4M 3.57% | 3.9M | -23.2K ↓0.60% | |
|
OTIS
|
Otis Worldwide Corp | 210.6M 1.64% | 2.7M | -380.7K ↓12.23% |
Sold Out Positions
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