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 2020Dec 31, 2020 | IDXX IDEXX Laboratories, Inc. | Sell | -6,387-0.2% |
Q4 2020Dec 31, 2020 | INTU Intuit Inc. | Sell | -6,956-0.2% |
Q4 2020Dec 31, 2020 | META Meta Platforms, Inc. | Sell | -8,689-0.1% |
Q4 2020Dec 31, 2020 | V Visa Inc. | Sell | -12,495-0.2% |
Q4 2020Dec 31, 2020 | EL Estee Lauder Companies, Inc. (T | Sell | -13,606-0.2% |
Q4 2020Dec 31, 2020 | NKE Nike, Inc. | Sell | -18,854-0.2% |
Q4 2020Dec 31, 2020 | JNJ Johnson & Johnson | Sell | -19,101-0.3% |
Q4 2020Dec 31, 2020 | PYPL PayPal Holdings, Inc. | Sell | -25,570-0.2% |
Q4 2020Dec 31, 2020 | PM Philip Morris International Inc | Sell | -35,374-0.2% |
Q4 2020Dec 31, 2020 | CHKP Check Point | Sell - Position Exit | -334,691-100.0% |
Q3 2020Sep 30, 2020 | SBUX Starbucks Corporation | Buy | +2,045,505+24.5% |
Q3 2020Sep 30, 2020 | SABR Sabre Corporation | Buy | +971,182+10.6% |
Q3 2020Sep 30, 2020 | NKE Nike, Inc. | Buy | +508,364+7.0% |
Q3 2020Sep 30, 2020 | ADP Automatic Data Processing, Inc. | Buy | +438,763+6.8% |
Q3 2020Sep 30, 2020 | WAT Waters Corporation | Buy | +398,223+10.2% |
Q3 2020Sep 30, 2020 | BF-B Brown Forman Inc | Buy | +388,904+3.9% |
Q3 2020Sep 30, 2020 | FTNT Fortinet, Inc. | Buy - Position Entry | +212,445 |
Q3 2020Sep 30, 2020 | QLYS Qualys, Inc. | Buy | +189,908+30.4% |
Q3 2020Sep 30, 2020 | PM Philip Morris International Inc | Buy | +127,460+0.7% |
Q3 2020Sep 30, 2020 | PEP Pepsico, Inc. | Buy | +123,478+1.4% |
Q3 2020Sep 30, 2020 | CL Colgate-Palmolive Company | Buy - Position Entry | +107,251 |
Q3 2020Sep 30, 2020 | BDX Becton, Dickinson and Company | Buy | +98,915+2.3% |
Q3 2020Sep 30, 2020 | MAR Marriott International | Buy | +95,665+52.0% |
Q3 2020Sep 30, 2020 | SYK Stryker Corporation | Buy | +72,591+1.2% |
Q3 2020Sep 30, 2020 | VRSN VeriSign, Inc. | Buy | +68,824+19.1% |
Q3 2020Sep 30, 2020 | IPGP IPG Photonics Corporation | Buy | +51,681+9.0% |
Q3 2020Sep 30, 2020 | EL Estee Lauder Companies, Inc. (T | Buy | +41,759+0.6% |
Q3 2020Sep 30, 2020 | PAYC Paycom Software, Inc. | Buy | +18,868+9.6% |
Q3 2020Sep 30, 2020 | JNJ Johnson & Johnson | Buy | +6,119+0.1% |
Q3 2020Sep 30, 2020 | INTU Intuit Inc. | Buy | +4,324+0.1% |