Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FUNDSMITH INVESTMENT SERVICES LTD. (CIK 1868537) reported $4.52B across 27 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MAR ($334.2M, 7.40%), SYK ($330.8M, 7.32%), WAT ($314.2M, 6.95%), CHD ($245.8M, 5.44%), V ($233.5M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $334.2M | 7.40% | 901,923 | Trimmed |
| 2 | SYK | STRYKER CORPORATION | $330.8M | 7.32% | 1.1M | Trimmed |
| 3 | WAT | WATERS CORP | $314.2M | 6.95% | 837,764 | Trimmed |
| 4 | CHD | CHURCH & DWIGHT CO INC | $245.8M | 5.44% | 2.5M | Trimmed |
| 5 | V | VISA INC | $233.5M | 5.17% | 680,492 | Trimmed |
| 6 | TXN | TEXAS INSTRS INC | $226.3M | 5.01% | 759,134 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $213.3M | 4.72% | 3.0M | New |
| 8 | MA | MASTERCARD INCORPORATED | $201.8M | 4.47% | 392,933 | New |
| 9 | GOOGL | ALPHABET INC | $199.8M | 4.42% | 558,963 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $196.5M | 4.35% | 411,476 | Added |
| 11 | META | META PLATFORMS INC | $191.9M | 4.25% | 340,730 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $188.5M | 4.17% | 505,361 | Trimmed |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $184.5M | 4.08% | 823,664 | Trimmed |
| 14 | FTNT | FORTINET INC | $173.0M | 3.83% | 1.1M | Trimmed |
| 15 | IDXX | IDEXX LABS INC | $172.2M | 3.81% | 327,058 | Trimmed |
| 16 | PM | PHILIP MORRIS INTL INC | $170.9M | 3.78% | 944,396 | Trimmed |
| 17 | PG | PROCTER & GAMBLE CO | $159.2M | 3.52% | 1.1M | Trimmed |
| 18 | NFLX | NETFLIX INC. | $156.1M | 3.46% | 2.2M | New |
| 19 | GEV | GE VERNOVA INC | $151.1M | 3.34% | 128,646 | New |
| 20 | APP | APPLOVIN CORP | $120.5M | 2.67% | 233,921 | New |
| 21 | TJX | TJX COS INC NEW | $109.3M | 2.42% | 721,550 | Added |
| 22 | NXT | NEXTPOWER INC | $107.6M | 2.38% | 903,523 | New |
| 23 | VEEV | VEEVA SYS INC | $46.0M | 1.02% | 259,070 | New |
| 24 | BMI | BADGER METER INC | $37.3M | 0.82% | 251,196 | Added |
| 25 | YUM | YUM BRANDS INC | $28.5M | 0.63% | 178,009 | New |
Source: SEC Form 13F filings · as of 2026-06-30