sec filings
Fundsmith
Terry Smith · period Tue 30 Jun 2026 · filed Fri 14 Aug 2026 · $13.65B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| MAR MARRIOTT INTL INC NEW | 7.0% | Trimmed -23% | $958.26M | 2,585,757 |
| SYK STRYKER CORPORATION | 6.7% | Trimmed -5% | $917.39M | 2,913,833 |
| WAT WATERS CORP | 6.2% | Trimmed -29% | $852.70M | 2,273,632 |
| V VISA INC | 5.1% | Trimmed -35% | $692.98M | 2,019,810 |
| UBER UBER TECHNOLOGIES INC | 4.7% | New | $645.34M | 8,943,151 |
| MA MASTERCARD INCORPORATED | 4.7% | New | $639.46M | 1,245,051 |
| GOOGL ALPHABET INC | 4.6% | Trimmed -40% | $633.74M | 1,773,354 |
| CHD CHURCH & DWIGHT CO INC | 4.6% | Trimmed -3% | $625.52M | 6,456,634 |
| PG PROCTER & GAMBLE CO | 4.4% | Trimmed -3% | $598.05M | 4,078,371 |
| MSFT MICROSOFT CORP | 4.4% | Trimmed -23% | $595.61M | 1,596,737 |
| META META PLATFORMS INC | 4.3% | Trimmed -20% | $592.51M | 1,051,876 |
| ADP AUTOMATIC DATA PROCESSING IN | 4.3% | Trimmed -33% | $582.62M | 2,601,567 |
| FTNT FORTINET INC | 4.1% | Trimmed -41% | $557.63M | 3,629,938 |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 4.0% | New | $548.46M | 1,148,449 |
| IDXX IDEXX LABS INC | 3.9% | Trimmed -30% | $536.91M | 1,019,887 |
| TXN TEXAS INSTRS INC | 3.9% | Trimmed -31% | $536.28M | 1,799,182 |
| PM PHILIP MORRIS INTL INC | 3.9% | Trimmed -43% | $527.12M | 2,913,693 |
| NFLX NETFLIX INC. | 3.7% | New | $499.11M | 6,990,345 |
| GEV GE VERNOVA INC | 3.5% | New | $481.50M | 409,835 |
| APP APPLOVIN CORP | 2.6% | New | $358.89M | 696,568 |
| TJX TJX COS INC NEW | 2.5% | New | $344.30M | 2,272,592 |
| NXT NEXTPOWER INC | 2.5% | New | $340.27M | 2,856,092 |
| VEEV VEEVA SYS INC | 1.1% | New | $144.95M | 816,785 |
| YUM YUM BRANDS INC | 0.7% | New | $88.90M | 556,107 |
| MSCI MSCI INC | 0.2% | Trimmed -17% | $30.01M | 53,580 |
| MEDP MEDPACE HLDGS INC | 0.2% | Trimmed -16% | $27.74M | 52,372 |
| NTNX NUTANIX INC | 0.2% | Trimmed -7% | $27.43M | 538,281 |
| BMI BADGER METER INC | 0.2% | Added +23% | $25.91M | 174,627 |
| CLX CLOROX CO DEL | 0.2% | Added +5% | $25.89M | 271,318 |
| ROL ROLLINS INC | 0.2% | Same | $25.88M | 619,935 |
| MANH MANHATTAN ASSOCIATES INC | 0.2% | Added +43% | $24.09M | 172,977 |
| NSSC NAPCO SEC TECHNOLOGIES INC | 0.2% | Added +58% | $23.05M | 606,974 |
| FICO FAIR ISAAC CORP | 0.2% | New | $21.45M | 17,953 |
| SABR SABRE CORP | 0.1% | Same | $18.84M | 9,013,783 |
| IDCC INTERDIGITAL INC | 0.1% | New | $17.08M | 60,324 |
| ORLY OREILLY AUTOMOTIVE INC | 0.1% | New | $14.98M | 162,691 |
| VRT VERTIV HOLDINGS CO | 0.1% | Trimmed -54% | $14.03M | 41,893 |
| VRSN VERISIGN INC | 0.1% | Trimmed -51% | $14.02M | 55,713 |
| ADMA ADMA BIOLOGICS INC | 0.1% | Same | $13.81M | 1,649,493 |
| DOCS DOXIMITY INC | 0.1% | Trimmed -6% | $13.55M | 653,324 |
| PAYC PAYCOM SOFTWARE INC | 0.1% | Trimmed -54% | $12.66M | 100,763 |