Latest FUNDSMITH INVESTMENT SERVICES LTD. Stock Portfolio
FUNDSMITH INVESTMENT SERVICES LTD. Performance:
2025 Q4: 1.64%YTD: 9.95%2024: 14.75%
Performance for 2025 Q4 is 1.64%, and YTD is 9.95%, 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 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, FUNDSMITH INVESTMENT SERVICES LTD. reported an equity portfolio of $5.5 Billions as of 31 Dec, 2025.
The top stock holdings of FUNDSMITH INVESTMENT SERVICES LTD. are SYK, WAT, MAR. The fund has invested 8.4% of it's portfolio in STRYKER CORPORATION and 8% of portfolio in WATERS CORP.
The fund managers got completely rid off COUPANG INC (CPNG) and IES HLDGS INC (IESC) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), HOME DEPOT INC (HD) and MICROSOFT CORP (MSFT). FUNDSMITH INVESTMENT SERVICES LTD. opened new stock positions in BADGER METER INC (BMI), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and TJX COS INC NEW (TJX). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS).
The top stock holdings of FUNDSMITH INVESTMENT SERVICES LTD. are SYK, WAT, MAR. The fund has invested 8.4% of it's portfolio in STRYKER CORPORATION and 8% of portfolio in WATERS CORP.
The fund managers got completely rid off COUPANG INC (CPNG) and IES HLDGS INC (IESC) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), HOME DEPOT INC (HD) and MICROSOFT CORP (MSFT). FUNDSMITH INVESTMENT SERVICES LTD. opened new stock positions in BADGER METER INC (BMI), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and TJX COS INC NEW (TJX). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS).
FUNDSMITH INVESTMENT SERVICES LTD. Annual Return Estimates Vs S&P 500
Our best estimate is that FUNDSMITH INVESTMENT SERVICES LTD. made a return of 1.64% in the last quarter. In trailing 12 months, it's portfolio return was 9.95%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| badger meter inc | 23,132,200 |
| taiwan semiconductor mfg ltd | 183,853 |
| tjx cos inc new | 177,420 |
| amazon com inc | 165,036 |
| apple inc | 164,475 |
New stocks bought by FUNDSMITH INVESTMENT SERVICES LTD.
Additions
| Ticker | % Inc. |
|---|---|
| zoetis inc | 2.61 |
Additions to existing portfolio by FUNDSMITH INVESTMENT SERVICES LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -35.41 |
| home depot inc | -33.66 |
| microsoft corp | -33.52 |
| meta platforms inc | -26.00 |
| otis worldwide corp | -23.88 |
| fortinet inc | -20.24 |
| idexx labs inc | -19.54 |
| stryker corporation | -15.86 |
FUNDSMITH INVESTMENT SERVICES LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| coupang inc | -20,432,400 |
| ies hldgs inc | -13,281,500 |
FUNDSMITH INVESTMENT SERVICES LTD. got rid off the above stocks
Sector Distribution
FUNDSMITH INVESTMENT SERVICES LTD. has about 32.1% of it's holdings in Healthcare sector.
- Healthcare
- Consumer Defensive
- Technology
- Communication Services
- Consumer Cyclical
- Industrials
- Financial Services
| Sector | % |
|---|---|
| Healthcare | 32.1 |
| Consumer Defensive | 14.8 |
| Technology | 13.9 |
| Communication Services | 13.5 |
| Consumer Cyclical | 10.1 |
| Industrials | 8.6 |
| Financial Services | 6.9 |
Market Cap. Distribution
FUNDSMITH INVESTMENT SERVICES LTD. has about 99.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 59.6 |
| MEGA-CAP | 40 |
Stocks belong to which Index?
About 99.6% of the stocks held by FUNDSMITH INVESTMENT SERVICES LTD. either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
| Index | % |
|---|---|
| S&P 500 | 99.6 |
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 26 stocks in it's portfolio. About 69.7% of the portfolio is in top 10 stocks. ADP 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: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 605 | 164,475 | new | |||
| ADP | automatic data processing in | 6.30 | 1,338,320 | 344,256,000 | reduced | -7.37 | ||
| AMZN | amazon com inc | 0.00 | 715 | 165,036 | new | |||
| BMI | badger meter inc | 0.42 | 132,631 | 23,132,200 | new | |||
| CHD | church and dwight co inc | 4.02 | 2,620,240 | 219,707,000 | reduced | -6.63 | ||
| CPNG | coupang inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FTNT | fortinet inc | 2.64 | 1,818,230 | 144,386,000 | reduced | -20.24 | ||
| GOOG | alphabet inc | 7.20 | 1,257,220 | 393,509,000 | reduced | -35.41 | ||
| HD | home depot inc | 0.06 | 9,321 | 3,207,360 | reduced | -33.66 | ||
| IDXX | idexx labs inc | 6.86 | 553,859 | 374,702,000 | reduced | -19.54 | ||
| IESC | ies hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| INTU | intuit | 2.14 | 176,360 | 116,824,000 | reduced | -6.45 | ||
| MAR | marriott intl inc new | 7.48 | 1,318,250 | 408,974,000 | reduced | -9.93 | ||
| META | meta platforms inc | 6.32 | 523,536 | 345,581,000 | reduced | -26.00 | ||
| MSFT | microsoft corp | 5.92 | 668,549 | 323,324,000 | reduced | -33.52 | ||
| MTD | mettler toledo international | 6.12 | 239,736 | 334,238,000 | reduced | -5.54 | ||
| NKE | nike inc | 2.60 | 2,226,360 | 141,841,000 | reduced | -3.81 | ||
| OTIS | otis worldwide corp | 2.00 | 1,251,510 | 109,320,000 | reduced | -23.88 | ||
| PG | procter and gamble co | 4.66 | 1,777,110 | 254,678,000 | reduced | -5.92 | ||
| PM | philip morris intl inc | 6.14 | 2,091,800 | 335,525,000 | reduced | -6.37 | ||