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FUNDSMITH INVESTMENT SERVICES LTD.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1868537
Institutional-grade research for retail investors

Sector Allocation

  • Technology41.7%$1.9B
  • Healthcare18.1%$817.1M
  • Consumer Staples12.7%$575.9M
  • Consumer Discretionary10.5%$472.5M
  • Financials9.6%$435.3M
  • Communication Services3.5%$156.1M
  • Industrials3.3%$151.1M
  • Utilities0.6%$25.6M

AUM History

13fpro.ai/research/fund/fundsmith-investment-services-ltd-1868537

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/fundsmith-investment-services-ltd-1868537

FUNDSMITH INVESTMENT SERVICES LTD. 13F holdings — Q2 2026

$4.5B portfolio (+2.6% QoQ) · 27 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio

All holdings — FUNDSMITH INVESTMENT SERVICES LTD. (Q2 2026)

27 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
META$METAMeta Platforms, Inc.$191.9M-27%
MSFT$MSFTMICROSOFT CORP$188.5M-24%
ADP$ADPAUTOMATIC DATA PROCESSING INC$184.5M-38%
FTNT$FTNTFortinet, Inc.$173.0M-32%
IDXX$IDXXIDEXX LABORATORIES INC /DE$172.2M-32%
PM$PMPhilip Morris International Inc.$170.9M-44%
PG$PGPROCTER & GAMBLE Co$159.2M-38%
NFLX$NFLXNETFLIX INC$156.1MNew
GEV$GEVGE Vernova Inc.$151.1MNew
APP$APPAppLovin Corp$120.5MNew
TJX$TJXTJX COMPANIES INC /DE/$109.3MNew
NXT$NXTNextpower Inc.$107.6MNew
VEEV$VEEVVEEVA SYSTEMS INC$46.0MNew
BMI$BMIBADGER METER INC$37.3M+89%
YUM$YUMYUM BRANDS INC$28.5MNew

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 4 added to, 14 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

  • UBER$UBERUber Technologies, Inc$213.3M

    first bought this quarter

  • MA$MAMastercard Inc$201.8M

    first bought this quarter

  • NFLX$NFLXNETFLIX INC$156.1M

    first bought this quarter

  • GEV$GEVGE Vernova Inc.$151.1M

    first bought this quarter

  • APP$APPAppLovin Corp$120.5M

    first bought this quarter

  • NXT$NXTNextpower Inc.$107.6M

    first bought this quarter

+3 more in the Excel export

Added to (4)

  • BMI$BMIBADGER METER INC+89%

    now $37.3M · held 3 qtrs

  • WM$WMWASTE MANAGEMENT INC+63%

    now $25.6M · held 7 qtrs

+2 more in the Excel export

Trimmed (14)

  • GOOGL$GOOGLAlphabet Inc.-51%

    now $199.8M · held 10 qtrs, 4 trims in a row

  • PM$PMPhilip Morris International Inc.-44%

    now $170.9M · held 13+ qtrs, 8 trims in a row

  • V$VVISA INC.-34%

    now $233.5M · held 13+ qtrs, 7 trims in a row

  • ADP$ADPAUTOMATIC DATA PROCESSING INC-38%

    now $184.5M · held 13+ qtrs

  • MAR$MARMARRIOTT INTERNATIONAL INC /MD/-25%

    now $334.2M · held 10 qtrs, 4 trims in a row

  • PG$PGPROCTER & GAMBLE Co-38%

    now $159.2M · held 13+ qtrs

+8 more in the Excel export

Sold out (6)

  • MTD$MTDMETTLER TOLEDO INTERNATIONAL INC/was $280.9M

    held 9 qtrs

  • ZTS$ZTSZoetis Inc.was $132.4M

    held 9 qtrs

  • OTIS$OTISOtis Worldwide Corpwas $74.5M

    held 9 qtrs

  • HD$HDHOME DEPOT, INC.was $1.5M

    held 9 qtrs

  • AAPL$AAPLApple Inc.was $554K

    held 2 qtrs

  • AMZN$AMZNAMAZON COM INCwas $414K

Firm AUM (Form ADV): $24.6B as of 2026-03-31 · SEC IAPD

Share

Holdings by quarter

Every 13F FUNDSMITH INVESTMENT SERVICES LTD. has filed, 20 earlier quarters. Pick one to see what it held then.

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Is it too late to follow FUNDSMITH INVESTMENT SERVICES LTD.?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of FUNDSMITH INVESTMENT SERVICES LTD.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+2.8%

Value-weighted move of the 10 largest stock positions

Turnover

30%

Last quarter; 33% over the last 4

Top 10 weight

55%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

70%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

FUNDSMITH INVESTMENT SERVICES LTD. disclosed 27 positions worth $4.5B in its Form 13F-HR for Q2 2026, led by $MAR (MARRIOTT INTERNATIONAL INC /MD/) at 7.4% of the equity portfolio, followed by $SYK and $WAT. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $UBER and a full exit from $MTD. The portfolio is most concentrated in Technology (41.7% of disclosed assets). All figures are sourced directly from FUNDSMITH INVESTMENT SERVICES LTD.’s Form 13F-HR filing with the SEC under CIK 1868537.

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managers whose biggest positions overlap FUNDSMITH INVESTMENT SERVICES LTD.'s
Fundsmith LLP$13.65B 13F book · 17 shared top holdingsMARSYKWATUBERLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.84B 13F book · 7 shared top holdingsSYKTJXADPVEEVSandhill Capital Partners LLC$1.23B 13F book · 5 shared top holdingsTXNSYKUBERBMIJENSEN INVESTMENT MANAGEMENT INC$4.13B 13F book · 7 shared top holdingsSYKTJXIDXXVEEVLocal Pensions Partnership Investment Ltd$4.77B 13F book · 4 shared top holdingsTXNADPIDXXVEEVVeritas Asset Management LLP$5.56B 13F book · 3 shared top holdingsWATSYKPM

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AI-Powered Hedge Fund Analysis: FUNDSMITH INVESTMENT SERVICES LTD.

13F Pro is an AI hedge fund tracker and stock research platform. For FUNDSMITH INVESTMENT SERVICES LTD. (SEC CIK: 1868537), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in FUNDSMITH INVESTMENT SERVICES LTD.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.