StockDriftsStockDriftsTop 27 Fundsmith Investment Services LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 7.4% | 901.9K | $334.2M | -24.78%(-297.20K) | $196.68(+81.37%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 7.32% | 1.05M | $330.8M | -11.41%(-135.26K) | $271.94(+21.97%) | 2026-06-30 | |
| WAT | WATERS CORP | 6.95% | 837.8K | $314.2M | -23.62%(-259.09K) | $327.31(+24.87%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT CO INC | 5.44% | 2.54M | $245.8M | -2.31%(-59.92K) | $100.64(+0.65%) | 2026-06-30 | |
| V | VISA INC | 5.17% | 680.5K | $233.5M | -33.64%(-344.95K) | $222.62(+62.58%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.01% | 759.1K | $226.3M | -12.44%(-107.86K) | $182.55(+55.35%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 4.72% | 2.96M | $213.3M | new | $71.04(+7.78%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 4.47% | 392.9K | $201.8M | new | $498.78(+13.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.42% | 559.0K | $199.8M | -50.73%(-575.42K) | $142.65(+141.65%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.35% | 411.5K | $196.5M | +14322.57%(+408.62K) | $396.21(+7.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.11% | +29.91% | +3.41% | +18.27% |
| Top 20 Holdings Unweighted | +5.46% | +17.29% | +2.11% | +10.99% |
Fundsmith Investment Services LTD reports $4.52B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are MAR (7.4%), SYK (7.3%) and WAT (7.0%). The top 20 holdings account for 92.16% of reported assets. Its disclosed equity book has returned +29.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fundsmith Investment Services LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1868537). View Fundsmith Investment Services LTD’s 13F filings on SEC