Fundsmith Investment Services LTD.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Fundsmith Investment Services LTD. reported 26 stock positions worth $7.4 billion. Its top holding was Meta Platforms Class A (META) at 11.4% of the portfolio, followed by Microsoft (MSFT, 10.7%) and Stryker (SYK, 8.7%). Compared with Q1 2025, it sold out of 1, added to 8 and reduced 13. The biggest buy was Intuit (INTU, shares +141%) and the biggest sale an exit from Brown-Forman Class B (BF.B).
- Most Recent 13F
- Q2 2026
- Location
- BEAUX SONGES, O4
- CIK
- 0001868537
- Portfolio Value
- $7.4B (Q2 2025)
- SEC Filing
- 0001801547-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 26 stocks · $7.4B
| META Meta Platforms Inc. Class A | 11.42% | 1,143,226 | $843.8M | Reduce -9.9% |
| MSFT Microsoft Corp. | 10.71% | 1,589,931 | $790.8M | Reduce -10.2% |
| SYK Stryker Corp. | 8.73% | 1,630,554 | $645.1M | Reduce -9.1% |
| PM Philip Morris International | 6.88% | 2,790,907 | $508.3M | Reduce -18.9% |
| V Visa Inc. Class A | 6.31% | 1,311,888 | $465.8M | Reduce -6.8% |
| ADP Automatic Data Processing | 6.29% | 1,506,966 | $464.7M | Reduce -2.9% |
| IDXX Idexx Laboratories Inc. | 6.13% | 844,616 | $453.0M | Reduce -1.1% |
| WAT Waters Corp. | 5.77% | 1,220,785 | $426.1M | Add +0.4% |
| MAR Marriott International Class A | 5.56% | 1,503,542 | $410.8M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 4.78% | 2,001,763 | $352.8M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 4.20% | 1,947,227 | $310.2M | Reduce -0.2% |
| MTD Mettler-Toledo International | 4.14% | 260,554 | $306.1M | Add +0.4% |
| CHD Church & Dwight Co. Inc. | 3.79% | 2,914,637 | $280.1M | Add +0.4% |
| FTNT Fortinet Inc. | 3.59% | 2,510,438 | $265.4M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 2.82% | 1,002,053 | $208.0M | Add +7.0% |
| OTIS Otis Worldwide Corp. | 2.27% | 1,693,358 | $167.7M | Reduce -1.9% |
| NKE Nike Inc. Class B | 2.22% | 2,311,641 | $164.2M | Add +0.1% |
| ZTS Zoetis Inc. | 1.84% | 871,773 | $136.0M | Add +20.8% |
| INTU Intuit Inc. | 1.22% | 114,068 | $89.8M | Add +141.2% |
| FCNCA First Citizens Bcshs Class A | 0.27% | 10,369 | $20.3M | No change |
| CPNG Coupang Inc. | 0.26% | 634,547 | $19.0M | No change |
| WM Waste Management Inc. | 0.22% | 70,475 | $16.1M | No change |
| HD Home Depot Inc. | 0.16% | 33,225 | $12.2M | Reduce -27.6% |
| SHOP Shopify Inc. Class A | 0.14% | 88,177 | $10.2M | No change |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.13% | 33,400 | $9.9M | No change |
| MA Mastercard Inc. Class A | 0.13% | 16,576 | $9.3M | Reduce -29.4% |
Portfolio Sells Q1 2025 → Q2 2025
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −1.37 |
| PM Philip Morris International | Reduce -18.9% | 6.88% | −0.82 |
| SYK Stryker Corp. | Reduce -9.1% | 8.73% | −0.69 |
| V Visa Inc. Class A | Reduce -6.8% | 6.31% | −0.65 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 4.20% | −0.49 |
| ADP Automatic Data Processing | Reduce -2.9% | 6.29% | −0.40 |
| OTIS Otis Worldwide Corp. | Reduce -1.9% | 2.27% | −0.24 |
| HD Home Depot Inc. | Reduce -27.6% | 0.16% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -29.4% | 0.13% | −0.06 |
| FTNT Fortinet Inc. | Reduce -1.4% | 3.59% | +0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 4.78% | +0.40 |
| IDXX Idexx Laboratories Inc. | Reduce -1.1% | 6.13% | +1.07 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 11.42% | +1.11 |
| MSFT Microsoft Corp. | Reduce -10.2% | 10.71% | +1.33 |
Portfolio Buys Q1 2025 → Q2 2025
| INTU Intuit Inc. | Add +141.2% | 1.22% | +0.81 |
| MAR Marriott International Class A | Add +0.1% | 5.56% | +0.52 |
| TXN Texas Instruments Inc. | Add +7.0% | 2.82% | +0.44 |
| ZTS Zoetis Inc. | Add +20.8% | 1.84% | +0.16 |
| NKE Nike Inc. Class B | Add +0.1% | 2.22% | +0.15 |
| MTD Mettler-Toledo International | Add +0.4% | 4.14% | −0.18 |
| WAT Waters Corp. | Add +0.4% | 5.77% | −0.55 |
| CHD Church & Dwight Co. Inc. | Add +0.4% | 3.79% | −0.72 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $4.5B | MAR, SYK, WAT, CHD, V |
| Q1 2026 | 24 | $4.4B | MAR, SYK, WAT, GOOGL, V |
| Q4 2025 | 26 | $5.5B | SYK, WAT, MAR, GOOGL, V |
| Q3 2025 | 23 | $6.4B | SYK, MSFT, META, GOOGL, IDXX |
| Q2 2025 | 26 | $7.4B | META, MSFT, SYK, PM, V |
| Q1 2025 | 27 | $7.1B | META, SYK, MSFT, PM, V |
| Q4 2024 | 31 | $7.7B | META, MSFT, SYK, ADP, V |
| Q3 2024 | 28 | $8.0B | MSFT, META, SYK, ADP, V |
| Q2 2024 | 28 | $7.8B | MSFT, META, SYK, V, PM |
| Q1 2024 | 27 | $7.5B | MSFT, META, SYK, V, IDXX |