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 LLP (CIK 1569205) reported $12.83B across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MAR ($1.10B, 8.59%), SYK ($1.01B, 7.84%), WAT ($956.6M, 7.46%), V ($938.2M, 7.31%), GOOGL ($850.1M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $1.10B | 8.59% | 3.4M | Trimmed |
| 2 | SYK | STRYKER CORPORATION | $1.01B | 7.84% | 3.1M | Trimmed |
| 3 | WAT | WATERS CORP | $956.6M | 7.46% | 3.2M | Trimmed |
| 4 | V | VISA INC | $938.2M | 7.31% | 3.1M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $850.1M | 6.63% | 3.0M | Trimmed |
| 6 | PM | PHILIP MORRIS INTL INC | $845.4M | 6.59% | 5.1M | Trimmed |
| 7 | IDXX | IDEXX LABS INC | $823.6M | 6.42% | 1.5M | Trimmed |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | $783.3M | 6.11% | 3.9M | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $769.9M | 6.00% | 2.1M | Trimmed |
| 10 | META | META PLATFORMS INC | $756.0M | 5.89% | 1.3M | Trimmed |
| 11 | MTD | METTLER TOLEDO INTERNATIONAL | $717.0M | 5.59% | 568,516 | Trimmed |
| 12 | CHD | CHURCH & DWIGHT CO INC | $619.8M | 4.83% | 6.6M | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO | $606.6M | 4.73% | 4.2M | Trimmed |
| 14 | TXN | TEXAS INSTRS INC | $509.3M | 3.97% | 2.6M | Trimmed |
| 15 | FTNT | FORTINET INC | $503.1M | 3.92% | 6.2M | Trimmed |
| 16 | ZTS | ZOETIS INC | $458.4M | 3.57% | 3.9M | Trimmed |
| 17 | OTIS | OTIS WORLDWIDE CORP | $210.6M | 1.64% | 2.7M | Trimmed |
| 18 | MSCI | MSCI INC | $34.9M | 0.27% | 64,788 | Trimmed |
| 19 | ROL | ROLLINS INC | $33.1M | 0.26% | 619,935 | Trimmed |
| 20 | MEDP | MEDPACE HLDGS INC | $30.1M | 0.23% | 62,668 | Trimmed |
| 21 | VRSN | VERISIGN INC | $28.2M | 0.22% | 113,467 | Trimmed |
| 22 | PAYC | PAYCOM SOFTWARE INC | $26.7M | 0.21% | 219,457 | Trimmed |
| 23 | CLX | CLOROX CO DEL | $26.7M | 0.21% | 257,217 | Trimmed |
| 24 | VRT | VERTIV HOLDINGS CO | $22.9M | 0.18% | 91,254 | Trimmed |
| 25 | NTNX | NUTANIX INC | $21.9M | 0.17% | 577,392 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31