Terry Smith – Fundsmith Investment Services Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Zoetis Inc. (ZTS), Intuit Inc. (INTU), Texas Instruments Incorporated (TXN), Church & Dwight Company, Inc. (CHD), Waters Corporation (WAT), and 3 more
Reductions – Alphabet Inc. (GOOGL), Procter & Gamble Company (The) (PG), Mastercard Incorporated (MA), IDEXX Laboratories, Inc. (IDXX), Home Depot, Inc. (The) (HD), and 8 more
Complete Exits – Brown Forman Inc (BF-B)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Fundsmith Investment Services Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2021Sep 30, 2021 | WCN Waste Connections, Inc. | Buy | +37+0.1% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Buy | +35+0.1% |
Q3 2021Sep 30, 2021 | HD Home Depot, Inc. (The) | Buy | +35+0.4% |
Q3 2021Sep 30, 2021 | ZTS Zoetis Inc. | Buy | +30+0.1% |
Q3 2021Sep 30, 2021 | HEI-A Heico Corporation | Buy | +23+0.0% |
Q3 2021Sep 30, 2021 | SPGI S&P Global Inc. | Buy | +20+0.1% |
Q3 2021Sep 30, 2021 | SHW Sherwin-Williams Company (The) | Buy | +16+0.1% |
Q3 2021Sep 30, 2021 | EFX Equifax, Inc. | Buy | +14+0.1% |
Q3 2021Sep 30, 2021 | EL Estee Lauder Companies, Inc. (T | Buy | +13+0.1% |
Q3 2021Sep 30, 2021 | V Visa Inc. | Buy | +12+0.1% |
Q3 2021Sep 30, 2021 | INTU Intuit Inc. | Buy | +10+0.1% |
Q3 2021Sep 30, 2021 | MA Mastercard Incorporated | Buy | +6+0.1% |
Q2 2021Jun 30, 2021 | OTIS Otis Worldwide Corporation | Buy - Position Entry | +87,577 |
Q2 2021Jun 30, 2021 | APH Amphenol Corporation | Buy - Position Entry | +70,630 |
Q2 2021Jun 30, 2021 | SBUX Starbucks Corporation | Buy - Position Entry | +54,533 |
Q2 2021Jun 30, 2021 | ROST Ross Stores, Inc. | Buy - Position Entry | +53,283 |
Q2 2021Jun 30, 2021 | NKE Nike, Inc. | Buy - Position Entry | +49,273 |
Q2 2021Jun 30, 2021 | HEI-A Heico Corporation | Buy - Position Entry | +47,494 |
Q2 2021Jun 30, 2021 | A Agilent Technologies, Inc. | Buy - Position Entry | +40,070 |
Q2 2021Jun 30, 2021 | ZTS Zoetis Inc. | Buy - Position Entry | +35,073 |
Q2 2021Jun 30, 2021 | WCN Waste Connections, Inc. | Buy - Position Entry | +30,781 |
Q2 2021Jun 30, 2021 | DEO Diageo plc | Buy - Position Entry | +27,605 |
Q2 2021Jun 30, 2021 | MSFT Microsoft Corporation | Buy - Position Entry | +26,959 |
Q2 2021Jun 30, 2021 | META Meta Platforms, Inc. | Buy - Position Entry | +23,665 |
Q2 2021Jun 30, 2021 | SYK Stryker Corporation | Buy - Position Entry | +22,893 |
Q2 2021Jun 30, 2021 | ICLR ICON | Buy - Position Entry | +22,275 |
Q2 2021Jun 30, 2021 | SNPS Synopsys, Inc. | Buy - Position Entry | +21,788 |
Q2 2021Jun 30, 2021 | ADSK Autodesk, Inc. | Buy - Position Entry | +21,698 |
Q2 2021Jun 30, 2021 | SPGI S&P Global Inc. | Buy - Position Entry | +16,477 |
Q2 2021Jun 30, 2021 | DHR Danaher Corporation | Buy - Position Entry | +14,579 |