Latest FUNDSMITH INVESTMENT SERVICES LTD. Stock Portfolio
FUNDSMITH INVESTMENT SERVICES LTD. Performance:
2025 Q3: -1.51%YTD: 8.17%2024: 14.75%
Performance for 2025 Q3 is -1.51%, and YTD is 8.17%, and 2024 is 14.75%.
About FUNDSMITH INVESTMENT SERVICES LTD. and 13F Hedge Fund Stock Holdings
FUNDSMITH INVESTMENT SERVICES LTD. is a hedge fund based in United Kingdom. On 29-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $35.5 Billions. In it's latest 13F Holdings report, FUNDSMITH INVESTMENT SERVICES LTD. reported an equity portfolio of $6.4 Billions as of 30 Sep, 2025.
The top stock holdings of FUNDSMITH INVESTMENT SERVICES LTD. are SYK, MSFT, META. The fund has invested 8.9% of it's portfolio in STRYKER CORPORATION and 8.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off FIRST CTZNS BANCSHARES INC N (FCNCA), SHOPIFY INC and MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in HOME DEPOT INC (HD), META PLATFORMS INC (META) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), ZOETIS INC (ZTS) and WATERS CORP (WAT).
The top stock holdings of FUNDSMITH INVESTMENT SERVICES LTD. are SYK, MSFT, META. The fund has invested 8.9% of it's portfolio in STRYKER CORPORATION and 8.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off FIRST CTZNS BANCSHARES INC N (FCNCA), SHOPIFY INC and MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in HOME DEPOT INC (HD), META PLATFORMS INC (META) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), ZOETIS INC (ZTS) and WATERS CORP (WAT).
FUNDSMITH INVESTMENT SERVICES LTD. Annual Return Estimates Vs S&P 500
Our best estimate is that FUNDSMITH INVESTMENT SERVICES LTD. made a return of -1.51% in the last quarter. In trailing 12 months, it's portfolio return was 7.61%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| intuit | 65.26 |
| zoetis inc | 34.87 |
| waters corp | 11.1 |
| nike inc | 0.12 |
Additions to existing portfolio by FUNDSMITH INVESTMENT SERVICES LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| home depot inc | -57.71 |
| meta platforms inc | -38.12 |
| microsoft corp | -36.75 |
| philip morris intl inc | -19.95 |
| idexx labs inc | -18.5 |
| fortinet inc | -9.19 |
| visa inc | -4.74 |
| stryker corporation | -4.71 |
FUNDSMITH INVESTMENT SERVICES LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| shopify inc | -10,171,200 |
| mastercard incorporated | -9,314,720 |
| first ctzns bancshares inc n | -20,286,600 |
FUNDSMITH INVESTMENT SERVICES LTD. got rid off the above stocks
Sector Distribution
FUNDSMITH INVESTMENT SERVICES LTD. has about 29.7% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 29.7 |
| Technology | 15.9 |
| Communication Services | 15.5 |
| Consumer Defensive | 14 |
| Industrials | 9.4 |
| Consumer Cyclical | 8.9 |
| Financial Services | 6.6 |
Market Cap. Distribution
FUNDSMITH INVESTMENT SERVICES LTD. has about 99.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 64.9 |
| MEGA-CAP | 34.8 |
Stocks belong to which Index?
About 99.5% of the stocks held by FUNDSMITH INVESTMENT SERVICES LTD. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 99.5 |
FUNDSMITH INVESTMENT SERVICES LTD. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FUNDSMITH INVESTMENT SERVICES LTD.
FUNDSMITH INVESTMENT SERVICES LTD. has 23 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. WAT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FUNDSMITH INVESTMENT SERVICES LTD. last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ADP | automatic data processing in | 6.61 | 1,444,860 | 424,068,000 | reduced | -4.12 | ||
| CHD | church & dwight co inc | 3.83 | 2,806,230 | 245,910,000 | reduced | -3.72 | ||
| CPNG | coupang inc | 0.32 | 634,547 | 20,432,400 | unchanged | 0.00 | ||
| FCNCA | first ctzns bancshares inc n | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FTNT | fortinet inc | 2.99 | 2,279,730 | 191,680,000 | reduced | -9.19 | ||
| GOOG | alphabet inc | 7.37 | 1,946,410 | 473,173,000 | reduced | -2.77 | ||
| HD | home depot inc | 0.09 | 14,051 | 5,693,320 | reduced | -57.71 | ||
| IDXX | idexx labs inc | 6.85 | 688,357 | 439,784,000 | reduced | -18.5 | ||
| IESC | ies hldgs inc | 0.21 | 33,400 | 13,281,500 | unchanged | 0.00 | ||
| INTU | intuit | 2.01 | 188,514 | 128,738,000 | added | 65.26 | ||
| MA | mastercard incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MAR | marriott intl inc new | 5.94 | 1,463,560 | 381,170,000 | reduced | -2.66 | ||
| META | meta platforms inc | 8.10 | 707,481 | 519,560,000 | reduced | -38.12 | ||
| MSFT | microsoft corp | 8.12 | 1,005,630 | 520,868,000 | reduced | -36.75 | ||
| MTD | mettler toledo international | 4.86 | 253,786 | 311,550,000 | reduced | -2.6 | ||
| NKE | nike inc | 2.52 | 2,314,510 | 161,391,000 | added | 0.12 | ||
| OTIS | otis worldwide corp | 2.34 | 1,644,100 | 150,320,000 | reduced | -2.91 | ||
| PG | procter and gamble co | 4.52 | 1,888,980 | 290,241,000 | reduced | -2.99 | ||
| PM | philip morris intl inc | 5.65 | 2,234,140 | 362,378,000 | reduced | -19.95 | ||
| SYK | stryker corporation | 8.95 | 1,553,780 | 574,386,000 | reduced | -4.71 | ||