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Filers›FUNDSMITH INVESTMENT SERVICES LTD.
DOSSIER · 13F-HR · Q1 2026

FUNDSMITH INVESTMENT SERVICES LTD.

$4.4B in tracked AUM across 24 positions as of Q1 2026.

FI
CIK 0001868537 · last filed Mar 31, 2026
Total AUM
$4.4B
as of Q1 2026
Holdings
24
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

FUNDsmith Investment Services Ltd. presents a highly concentrated, high-conviction portfolio as of the reporting period ended September 30, 2025. The firm manages approximately $2.23 billion in assets across a mere nine holdings, signaling a strategy that prioritizes select quality over broad diversification. The portfolio experienced a significant contraction of 10.9% in total value, declining from $2.50 billion in the previous quarter. This decrease in value is attribut...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MAR
MARRIOTT INTL INC NEW
$392M1.2M8.9%
02
SYK
STRYKER CORPORATION
$390M1.2M8.8%
03
WAT
WATERS CORP
$327M1.1M7.4%
04
GOOGL
ALPHABET INC
$326M1.1M7.4%
05
V
VISA INC
$310M1.0M7.0%
06
MTD
METTLER TOLEDO INTERNATIONAL
$281M223K6.4%
07
PM
PHILIP MORRIS INTL INC
$277M1.7M6.3%
08
IDXX
IDEXX LABS INC
$271M482K6.1%
09
ADP
AUTOMATIC DATA PROCESSING IN
$270M1.3M6.1%
10
META
META PLATFORMS INC
$268M469K6.1%

Filing history

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AI Agent · grounded in FUNDSMITH
haiku-4-5 · 24 positions indexed
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