Fundsmith LLP Top Holdings and 13F Report (2025) About Fundsmith LLPInvestment ActivityFundsmith LLP has $23.46 billion in total holdings as of December 31, 2024.Fundsmith LLP owns shares of 38 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.34% of the portfolio was purchased this quarter.About 7.94% of the portfolio was sold this quarter.This quarter, Fundsmith LLP has purchased 40 new stocks and bought additional shares in 0 stocks.Fundsmith LLP sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $2,670,717,210Microsoft $2,607,834,410Stryker $1,920,498,419Automatic Data Processing $1,467,663,914Visa $1,460,916,075 Largest New Holdings this Quarter Medpace $42,371,618 HoldingDoximity $37,933,702 Holding Largest Purchases this Quarter Medpace 127,537 shares (about $42.37M)Doximity 710,502 shares (about $37.93M) Largest Sales this Quarter Microsoft 713,242 shares (about $300.63M)Visa 924,264 shares (about $292.10M)Meta Platforms 310,012 shares (about $181.52M)Automatic Data Processing 558,108 shares (about $163.37M)Fortinet 1,587,870 shares (about $150.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFundsmith LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$2,670,717,210$181,515,126 ▼-6.4%4,561,35211.4%Computer and TechnologyMSFTMicrosoft$2,607,834,410$300,631,503 ▼-10.3%6,187,03311.1%Computer and TechnologySYKStryker$1,920,498,419$1,023,982 ▼-0.1%5,333,9778.2%MedicalADPAutomatic Data Processing$1,467,663,914$163,374,955 ▼-10.0%5,013,7126.3%Business ServicesVVisa$1,460,916,075$292,104,395 ▼-16.7%4,622,5676.2%Business ServicesPMPhilip Morris International$1,353,356,811$92,366,699 ▼-6.4%11,245,1755.8%Consumer StaplesWATWaters$1,348,334,972$4,257,737 ▼-0.3%3,634,5225.7%MedicalGOOGLAlphabet$1,296,379,025$721,044 ▼-0.1%6,848,2785.5%Computer and TechnologyMARMarriott International$1,186,984,540$3,156,206 ▼-0.3%4,255,3405.1%Consumer DiscretionaryIDXXIDEXX Laboratories$1,100,930,771$540,366 ▼0.0%2,662,8554.7%MedicalPEPPepsiCo$861,218,725$11,603,851 ▼-1.3%5,663,6773.7%Consumer StaplesFTNTFortinet$805,954,365$150,021,958 ▼-15.7%8,530,4233.4%Computer and TechnologyPGProcter & Gamble$775,611,936$1,147,732 ▼-0.1%4,626,3763.3%Consumer StaplesMTDMettler-Toledo International$723,751,654$567,788 ▼-0.1%591,4553.1%MedicalCHDChurch & Dwight$718,009,140$2,686,230 ▼-0.4%6,857,1213.1%Consumer StaplesOTISOtis Worldwide$552,583,218$16,155,907 ▼-2.8%5,966,7772.4%ConstructionNKENIKE$464,283,046$12,399,589 ▼-2.6%6,135,6292.0%Consumer DiscretionaryBF.BBrown-Forman$366,046,720$14,152,335 ▼-3.7%9,637,8811.6%Consumer StaplesTXNTexas Instruments$318,885,1310.0%1,700,6301.4%Computer and TechnologyVRSNVeriSign$129,246,5200.0%624,5000.6%Computer and TechnologyVRSKVerisk Analytics$115,042,9800.0%417,6850.5%Business ServicesCHHChoice Hotels International$104,197,9860.0%733,8920.4%Consumer DiscretionaryMSCIMSCI$99,973,0660.0%166,6190.4%FinanceCLXClorox$99,638,0480.0%613,4970.4%Consumer StaplesGGGGraco$96,060,3400.0%1,139,6410.4%Industrial ProductsEFXEquifax$92,594,1410.0%363,3280.4%Business ServicesSABRSabre$78,471,6970.0%21,499,0950.3%Computer and TechnologyQLYSQualys$76,841,8220.0%548,0090.3%Computer and TechnologyIEXIDEX$75,867,8340.0%362,5010.3%Industrial ProductsEXPOExponent$74,530,1010.0%836,4770.3%Business ServicesROLRollins$74,044,7280.0%1,597,5130.3%ConstructionODDITY TECH LTD$67,868,9390.0%1,615,1580.3%SHS CL APAYCPaycom Software$66,125,5770.0%322,6110.3%Computer and TechnologyHDHome Depot$56,652,115$846,442 ▼-1.5%145,6390.2%Retail/WholesaleMEDPMedpace$42,371,618$42,371,618 ▲New Holding127,5370.2%MedicalDOCSDoximity$37,933,702$37,933,702 ▲New Holding710,5020.2%MedicalZTSZoetis$37,038,714$553,473 ▼-1.5%227,3290.2%MedicalMAMastercard$33,717,857$503,927 ▼-1.5%64,0330.1%Business ServicesAAPLApple$0$363,151,237 ▼-100.0%00.0%Computer and TechnologyMKCMcCormick & Company, Incorporated$0$142,227,321 ▼-100.0%00.0%Consumer StaplesCGNXCognex$0$77,204,178 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$28,746,658 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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