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 |
|---|---|---|---|
Q2 2014Jun 30, 2014 | JNJ Johnson & Johnson | Buy | +150,517+13.1% |
Q1 2014Mar 31, 2014 | PEP Pepsico, Inc. | Buy | +379,473+30.9% |
Q1 2014Mar 31, 2014 | PM Philip Morris International Inc | Buy | +279,354+25.0% |
Q1 2014Mar 31, 2014 | MCD McDonald's Corporation | Buy | +147,767+3.6% |
Q1 2014Mar 31, 2014 | V Visa Inc. | Buy | +122,130+49.1% |
Q1 2014Mar 31, 2014 | PG Procter & Gamble Company (The) | Buy | +112,478+8.6% |
Q1 2014Mar 31, 2014 | JNJ Johnson & Johnson | Buy | +112,077+10.8% |
Q1 2014Mar 31, 2014 | SYK Stryker Corporation | Buy | +111,569+5.3% |
Q1 2014Mar 31, 2014 | CL Colgate-Palmolive Company | Sell | -334,602-39.8% |
Q1 2014Mar 31, 2014 | CHH Choice Hotels International, In | Sell | -540,470-38.3% |
Q4 2013Dec 31, 2013 | PM Philip Morris International Inc | Buy | +128,976+13.0% |
Q4 2013Dec 31, 2013 | PEP Pepsico, Inc. | Buy | +81,073+7.1% |
Q4 2013Dec 31, 2013 | MCD McDonald's Corporation | Buy | +47,802+1.2% |
Q4 2013Dec 31, 2013 | SYK Stryker Corporation | Buy | +23,227+1.1% |
Q4 2013Dec 31, 2013 | JNJ Johnson & Johnson | Buy | +2,162+0.2% |
Q4 2013Dec 31, 2013 | CHH Choice Hotels International, In | Sell | -11,153-0.8% |
Q4 2013Dec 31, 2013 | DPZ Domino's Pizza Inc | Sell | -95,082-4.3% |
Q4 2013Dec 31, 2013 | WAT Waters Corporation | Sell - Position Exit | -449,096-100.0% |
Q3 2013Sep 30, 2013 | MCD McDonald's Corporation | Buy | +3,055,832+294.2% |
Q3 2013Sep 30, 2013 | DPZ Domino's Pizza Inc | Buy | +1,968,103+752.5% |
Q3 2013Sep 30, 2013 | PG Procter & Gamble Company (The) | Buy | +455,095+53.7% |
Q3 2013Sep 30, 2013 | V Visa Inc. | Buy | +114,740+85.7% |
Q3 2013Sep 30, 2013 | SYK Stryker Corporation | Buy | +69,742+3.5% |
Q3 2013Sep 30, 2013 | CL Colgate-Palmolive Company | Buy | +56,136+7.2% |
Q3 2013Sep 30, 2013 | PM Philip Morris International Inc | Buy | +12,231+1.3% |
Q3 2013Sep 30, 2013 | WAT Waters Corporation | Sell | -295,256-39.7% |
Q3 2013Sep 30, 2013 | MSFT Microsoft Corporation | Sell - Position Exit | -427,999-100.0% |
Q3 2013Sep 30, 2013 | BDX Becton, Dickinson and Company | Sell - Position Exit | -1,098,017-100.0% |
Q3 2013Sep 30, 2013 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -1,408,541-100.0% |
Q3 2013Sep 30, 2013 | JNJ Johnson & Johnson | Sell | -1,792,428-63.3% |