FUNDSMITH INVESTMENT SERVICES LTD. — 13F Holdings & Portfolio

CIK 1868537 · latest 13F-HR filed 2026-05-15

FUNDSMITH INVESTMENT SERVICES LTD. manages $4.41B in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MAR (8.90%), SYK (8.85%), WAT (7.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 6, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$4.41B

Long-equity book

Holdings

24

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −2 / ↑6 / ↓15

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHURCH & DWIGHT CO INC$22.7M +10.3%
  • TEXAS INSTRS INC$16.9M +11.2%
  • TAIWAN SEMICONDUCTOR MANUFAC$780.3K +424.4%
  • APPLE INC$389.5K +236.8%
  • TJX COS INC NEW$335.7K +189.2%
Show all 6

Top Trims

  • WATERS CORP-$108.7M -25.0%
  • IDEXX LABS INC-$104.1M -27.8%
  • MICROSOFT CORP-$77.5M -24.0%
  • META PLATFORMS INC-$77.2M -22.3%
  • AUTOMATIC DATA PROCESSING IN-$74.6M -21.7%
Show all 15

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • NIKE INC$141.8M
  • INTUIT$116.8M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MARRIOTT INTL INC NEW MAR 571903202 $392.2M 8.90% 1,199,125 SH
2 STRYKER CORPORATION SYK 863667101 $389.7M 8.85% 1,185,850 SH
3 WATERS CORP WAT 941848103 $326.6M 7.41% 1,096,855 SH
4 ALPHABET INC GOOGL 02079K305 $326.2M 7.40% 1,134,379 SH
5 VISA INC V 92826C839 $309.9M 7.04% 1,025,445 SH
6 METTLER TOLEDO INTERNATIONAL MTD 592688105 $280.9M 6.38% 222,759 SH
7 PHILIP MORRIS INTL INC PM 718172109 $277.4M 6.30% 1,677,719 SH
8 IDEXX LABS INC IDXX 45168D104 $270.6M 6.14% 481,586 SH
9 AUTOMATIC DATA PROCESSING IN ADP 053015103 $269.7M 6.12% 1,327,309 SH
10 META PLATFORMS INC META 30303M102 $268.4M 6.09% 469,040 SH
11 PROCTER & GAMBLE CO PG 742718109 $254.3M 5.77% 1,760,681 SH
12 MICROSOFT CORP MSFT 594918104 $245.8M 5.58% 664,002 SH
13 CHURCH & DWIGHT CO INC CHD 171340102 $242.4M 5.50% 2,597,159 SH
14 TEXAS INSTRS INC TXN 882508104 $168.3M 3.82% 866,997 SH
15 FORTINET INC FTNT 34959E109 $135.6M 3.08% 1,659,789 SH
16 ZOETIS INC ZTS 98978V103 $132.4M 3.01% 1,120,147 SH
17 OTIS WORLDWIDE CORP OTIS 68902V107 $74.5M 1.69% 966,787 SH
18 BADGER METER INC BMI 056525108 $20.2M 0.46% 132,631 SH
19 WASTE MGMT INC DEL WM 94106L109 $16.2M 0.37% 70,475 SH
20 HOME DEPOT INC HD 437076102 $1.5M 0.03% 4,585 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $964.2K 0.02% 2,853 SH
22 APPLE INC AAPL 037833100 $554.0K 0.01% 2,183 SH
23 TJX COS INC NEW TJX 872540109 $513.1K 0.01% 3,213 SH
24 AMAZON COM INC AMZN 023135106 $414.2K 0.01% 1,989 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $4.41B 24 0001868537-26-000003
2025-12-31 2026-02-17 $5.47B 26 0001868537-26-000002
2025-09-30 2025-11-14 $6.42B 23 0001868537-25-000015