Data as of Q4 2025 (Dec 31, 2025)

FUNDSMITH INVESTMENT SERVICES LTD.

•CIK: 1868537•Filing: Q4 2025

FundsSmith Investment Services Ltd., with $5.5 billion in assets under management, is known for its concentrated, high-conviction strategy, currently holding 26 positions with significant stakes in SYK, WAT, and MAR. Recently, the fund has made notable moves by adding BMI, TSM, and TJX to its portfolio, while reducing its positions in HD by 44% and MSFT by 38%, reflecting a strategic shift towards sectors like healthcare and technology.

Total AUM
$5.5B
QoQ Performance
-14.8%
Positions
26
Top 10 Concentration
69.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SYK
WAT
MAR
GOOGL
V
IDXX
META
ADP
SYK8.4%
WAT8.0%
MAR7.5%
GOOGL7.2%
V6.9%
IDXX6.9%
META6.3%
ADP6.3%

📈 Biggest Buys

BMI
BADGER METER INC
NEW
0.4% of portfolio
ZTS
ZOETIS INC
+2.6%
2.8% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
NEW
0.0% of portfolio
TJX
TJX COS INC NEW
NEW
0.0% of portfolio
AMZN
AMAZON COM INC
NEW
0.0% of portfolio

📉 Biggest Sells

GOOGL
ALPHABET INC
-35.4%
7.2% of portfolio
MSFT
MICROSOFT CORP
-33.5%
5.9% of portfolio
META
META PLATFORMS INC
-26.0%
6.3% of portfolio
IDXX
IDEXX LABS INC
-19.5%
6.9% of portfolio
SYK
STRYKER CORPORATION
-15.9%
8.4% of portfolio

Sector Breakdown

Other58.6%
Technology24.3%
Consumer10.1%
Financial6.9%

🚪 Exited Positionssold since Q3 2025

CPNG
COUPANG INC
SOLD
$20.4M
IESC
IES HLDGS INC
SOLD
$13.3M

Changes from Q3 2025

NEW5 new positions
↑1 increased
↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SYK8.4%
STRYKER CORPORATION
$459.5M
WAT8.0%
WATERS CORP
$435.4M
MAR7.5%
MARRIOTT INTL INC NEW
$409.0M
GOOGL7.2%
ALPHABET INC
$393.5M
V6.9%
VISA INC
$378.6M

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