Fundsmith Investment Services Ltd.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1868537) · Explore on the interactive board
Fundsmith Investment Services Ltd. disclosed 27 US equity positions worth $4.5bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MAR at 7.4% of the reported book, followed by SYK, WAT. The top ten holdings are 55.2% of the book, and the portfolio behaves like about 21 equal-weight positions. Versus the prior filing it opened 9 new positions, added to 4, reduced 14 and exited 6. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Fundsmith Investment Services Ltd. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 9 new, 4 added, 14 reduced, 6 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 7.4% | $334.2m | 901,923 | -25% | reduced |
| 2 | SYK STRYKER CORPORATION | Healthcare | 7.3% | $330.8m | 1,050,585 | -11% | reduced |
| 3 | WAT WATERS CORP | Healthcare | 7.0% | $314.2m | 837,764 | -24% | reduced |
| 4 | CHD CHURCH & DWIGHT CO INC | Consumer Defensive | 5.4% | $245.8m | 2,537,243 | -2% | reduced |
| 5 | V VISA INC | Financial Services | 5.2% | $233.5m | 680,492 | -34% | reduced |
| 6 | TXN TEXAS INSTRS INC | Technology | 5.0% | $226.3m | 759,134 | -12% | reduced |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 4.7% | $213.3m | 2,955,961 | – | new |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 4.5% | $201.8m | 392,933 | – | new |
| 9 | GOOGL ALPHABET INC | Communication Services | 4.4% | $199.8m | 558,963 | -51% | reduced |
| 10 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.3% | $196.5m | 411,476 | 14323% | added |
| 11 | META META PLATFORMS INC | Communication Services | 4.2% | $191.9m | 340,730 | -27% | reduced |
| 12 | MSFT MICROSOFT CORP | Technology | 4.2% | $188.5m | 505,361 | -24% | reduced |
| 13 | ADP AUTOMATIC DATA PROCESSING IN | Technology | 4.1% | $184.5m | 823,664 | -38% | reduced |
| 14 | FTNT FORTINET INC | Technology | 3.8% | $173.0m | 1,126,234 | -32% | reduced |
| 15 | IDXX IDEXX LABS INC | Healthcare | 3.8% | $172.2m | 327,058 | -32% | reduced |
| 16 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 3.8% | $170.9m | 944,396 | -44% | reduced |
| 17 | PG PROCTER & GAMBLE CO | Consumer Defensive | 3.5% | $159.2m | 1,085,919 | -38% | reduced |
| 18 | NFLX NETFLIX INC. | Communication Services | 3.5% | $156.1m | 2,186,945 | – | new |
| 19 | GEV GE VERNOVA INC | Industrials | 3.3% | $151.1m | 128,646 | – | new |
| 20 | APP APPLOVIN CORP | Communication Services | 2.7% | $120.5m | 233,921 | – | new |
| 21 | TJX TJX COS INC NEW | Consumer Cyclical | 2.4% | $109.3m | 721,550 | 22357% | added |
| 22 | NXT NEXTPOWER INC | Technology | 2.4% | $107.6m | 903,523 | – | new |
| 23 | VEEV VEEVA SYS INC | Healthcare | 1.0% | $46.0m | 259,070 | – | new |
| 24 | BMI BADGER METER INC | Technology | 0.8% | $37.3m | 251,196 | 89% | added |
| 25 | YUM YUM BRANDS INC | Consumer Cyclical | 0.6% | $28.5m | 178,009 | – | new |
| 26 | WM WASTE MGMT INC DEL | Industrials | 0.6% | $25.6m | 114,984 | 63% | added |
| 27 | ORLY OREILLY AUTOMOTIVE INC | Consumer Cyclical | 0.0% | $498.2k | 5,410 | – | new |
What did Fundsmith Investment Services Ltd. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| MTD METTLER TOLEDO INTERNATIONAL | 57.3% | $280.9m |
| ZTS ZOETIS INC | 27.0% | $132.4m |
| OTIS OTIS WORLDWIDE CORP | 15.2% | $74.5m |
| HD HOME DEPOT INC | 0.3% | $1.5m |
| AAPL APPLE INC | 0.1% | $554.0k |
| AMZN AMAZON COM INC | 0.1% | $414.2k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 29.4% |
| Healthcare | 19.1% |
| Communication Services | 14.8% |
| Consumer Defensive | 12.7% |
| Consumer Cyclical | 10.5% |
| Financial Services | 9.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Fundsmith Investment Services Ltd.'s portfolio?
Across every quarter Fundsmith Investment Services Ltd. has filed, its median largest position is 8.2% of the book and its median top-ten weight is 62.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 27.0 positions are still open and their final length is unknown.