Terry Smith – Fundsmith Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith 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 – NAPCO Security Technologies, In (NSSC), Vertiv Holdings, LLC (VRT), Manhattan Associates, Inc. (MANH)
Increases – Catalyst Pharmaceuticals, Inc. (CPRX), Zoetis Inc. (ZTS), Intuit Inc. (INTU), Doximity, Inc. (DOCS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Fundsmith Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2022Dec 31, 2022 | CHD Church & Dwight Company, Inc. | Sell | -11,453-0.1% |
Q4 2022Dec 31, 2022 | MKC McCormick & Company, Incorporat | Sell | -11,510-0.1% |
Q4 2022Dec 31, 2022 | PM Philip Morris International Inc | Sell | -12,979-0.1% |
Q4 2022Dec 31, 2022 | SYK Stryker Corporation | Sell | -21,528-0.4% |
Q4 2022Dec 31, 2022 | V Visa Inc. | Sell | -23,245-0.4% |
Q4 2022Dec 31, 2022 | MELI MercadoLibre, Inc. | Sell - Position Exit | -24,225-100.0% |
Q4 2022Dec 31, 2022 | SABR Sabre Corporation | Sell | -25,082-0.1% |
Q4 2022Dec 31, 2022 | ADP Automatic Data Processing, Inc. | Sell | -30,958-0.6% |
Q4 2022Dec 31, 2022 | BF-B Brown Forman Inc | Sell | -79,544-0.7% |
Q4 2022Dec 31, 2022 | TSM Taiwan Semiconductor Manufactur | Sell - Position Exit | -155,558-100.0% |
Q4 2022Dec 31, 2022 | IDXX IDEXX Laboratories, Inc. | Sell | -177,045-4.9% |
Q4 2022Dec 31, 2022 | XP XP Inc | Sell - Position Exit | -253,367-100.0% |
Q4 2022Dec 31, 2022 | MSFT Microsoft Corporation | Sell | -254,578-2.7% |
Q4 2022Dec 31, 2022 | ANSS ANSYS, Inc. | Sell - Position Exit | -274,559-100.0% |
Q4 2022Dec 31, 2022 | EL Estee Lauder Companies, Inc. (T | Sell | -276,354-4.6% |
Q4 2022Dec 31, 2022 | G Genpact | Sell - Position Exit | -317,337-100.0% |
Q4 2022Dec 31, 2022 | PEP Pepsico, Inc. | Sell | -487,193-6.8% |
Q4 2022Dec 31, 2022 | INTU Intuit Inc. | Sell - Position Exit | -1,696,667-100.0% |
Q4 2022Dec 31, 2022 | PYPL PayPal Holdings, Inc. | Sell - Position Exit | -5,611,242-100.0% |
Q3 2022Sep 30, 2022 | GOOGL Alphabet Inc. | Buy | +7,251,576+1902.0% |
Q3 2022Sep 30, 2022 | OTIS Otis Worldwide Corporation | Buy - Position Entry | +6,285,878 |
Q3 2022Sep 30, 2022 | AAPL Apple Inc. | Buy - Position Entry | +456,485 |
Q3 2022Sep 30, 2022 | SABR Sabre Corporation | Buy | +262,934+1.2% |
Q3 2022Sep 30, 2022 | IEX IDEX Corporation | Buy - Position Entry | +95,928 |
Q3 2022Sep 30, 2022 | FTNT Fortinet, Inc. | Buy | +26,787+1.2% |
Q3 2022Sep 30, 2022 | CGNX Cognex Corporation | Buy | +24,978+1.2% |
Q3 2022Sep 30, 2022 | MTD Mettler-Toledo International, I | Buy | +21,004+3.9% |
Q3 2022Sep 30, 2022 | MKC McCormick & Company, Incorporat | Buy | +13,838+0.1% |
Q3 2022Sep 30, 2022 | CHD Church & Dwight Company, Inc. | Buy | +13,764+0.2% |
Q3 2022Sep 30, 2022 | BF-B Brown Forman Inc | Buy | +13,209+0.1% |