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 2024Jun 30, 2024 | NKE Nike, Inc. | Sell | -212,924-3.3% |
Q2 2024Jun 30, 2024 | CHD Church & Dwight Company, Inc. | Sell | -257,074-3.6% |
Q2 2024Jun 30, 2024 | BF-B Brown Forman Inc | Sell | -320,029-2.8% |
Q2 2024Jun 30, 2024 | PM Philip Morris International Inc | Sell | -347,792-2.3% |
Q2 2024Jun 30, 2024 | MSFT Microsoft Corporation | Sell | -477,288-6.3% |
Q2 2024Jun 30, 2024 | MKC McCormick & Company, Incorporat | Sell | -2,181,066-17.8% |
Q1 2024Mar 31, 2024 | TXN Texas Instruments Incorporated | Buy - Position Entry | +1,111,306 |
Q1 2024Mar 31, 2024 | FTNT Fortinet, Inc. | Buy | +843,141+11.5% |
Q1 2024Mar 31, 2024 | CHH Choice Hotels International, In | Buy - Position Entry | +756,944 |
Q1 2024Mar 31, 2024 | AAPL Apple Inc. | Buy | +262,959+19.7% |
Q1 2024Mar 31, 2024 | ODD Oddity Tech | Buy | +222,897+20.2% |
Q1 2024Mar 31, 2024 | PAYC Paycom Software, Inc. | Buy | +167,427+106.1% |
Q1 2024Mar 31, 2024 | MTD Mettler-Toledo International, I | Buy | +42,503+7.5% |
Q1 2024Mar 31, 2024 | ZTS Zoetis Inc. | Buy | +2,741+1.2% |
Q1 2024Mar 31, 2024 | MCD McDonald's Corporation | Buy | +1,122+1.2% |
Q1 2024Mar 31, 2024 | MA Mastercard Incorporated | Buy | +772+1.2% |
Q1 2024Mar 31, 2024 | HD Home Depot, Inc. (The) | Sell | -3,234-2.2% |
Q1 2024Mar 31, 2024 | IEX IDEX Corporation | Sell | -10,095-2.6% |
Q1 2024Mar 31, 2024 | EFX Equifax, Inc. | Sell | -12,764-2.6% |
Q1 2024Mar 31, 2024 | IDXX IDEXX Laboratories, Inc. | Sell | -14,155-0.5% |
Q1 2024Mar 31, 2024 | CLX Clorox Company (The) | Sell | -15,653-2.6% |
Q1 2024Mar 31, 2024 | VRSN VeriSign, Inc. | Sell | -17,390-2.6% |
Q1 2024Mar 31, 2024 | MAR Marriott International | Sell | -27,208-0.6% |
Q1 2024Mar 31, 2024 | EXPO Exponent, Inc. | Sell | -28,351-2.6% |
Q1 2024Mar 31, 2024 | META Meta Platforms, Inc. | Sell | -29,157-0.6% |
Q1 2024Mar 31, 2024 | GGG Graco Inc. | Sell | -31,735-2.6% |
Q1 2024Mar 31, 2024 | SYK Stryker Corporation | Sell | -33,560-0.6% |
Q1 2024Mar 31, 2024 | WAT Waters Corporation | Sell | -34,437-0.9% |
Q1 2024Mar 31, 2024 | MSCI MSCI Inc. | Sell | -35,306-17.0% |
Q1 2024Mar 31, 2024 | GOOGL Alphabet Inc. | Sell | -36,419-0.5% |