Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q2 2021)
According to the SEC 13F filed on Aug 13, 2021, the Fundsmith Investment Services portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2021, the filing reported:
New Buys - Agilent Technologies, Inc., Adobe Inc., Autodesk, Inc., Amazon.com, Inc., Amphenol Corporation, and 24 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2021
|
A
Agilent Technologies, Inc.
|
Buy - Position Entry |
+40,070
|
|
Q2 2021
|
ADBE
Adobe Inc.
|
Buy - Position Entry |
+12,682
|
|
Q2 2021
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+21,698
|
|
Q2 2021
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+2,415
|
|
Q2 2021
|
APH
Amphenol Corporation
|
Buy - Position Entry |
+70,630
|
|
Q2 2021
|
DEO
Diageo plc
|
Buy - Position Entry |
+27,605
|
|
Q2 2021
|
DHR
Danaher Corporation
|
Buy - Position Entry |
+14,579
|
|
Q2 2021
|
EFX
Equifax, Inc.
|
Buy - Position Entry |
+14,010
|
|
Q2 2021
|
EL
Estee Lauder Companies, Inc. (T
|
Buy - Position Entry |
+12,213
|
|
Q2 2021
|
HD
Home Depot, Inc. (The)
|
Buy - Position Entry |
+9,918
|
|
Q2 2021
|
HEI-A
Heico Corporation
|
Buy - Position Entry |
+47,494
|
|
Q2 2021
|
ICLR
ICON
|
Buy - Position Entry |
+22,275
|
|
Q2 2021
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+13,100
|
|
Q2 2021
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+7,970
|
|
Q2 2021
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+23,665
|
|
Q2 2021
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+26,959
|
|
Q2 2021
|
NKE
Nike, Inc.
|
Buy - Position Entry |
+49,273
|
|
Q2 2021
|
NOW
ServiceNow, Inc.
|
Buy - Position Entry |
+9,783
|
|
Q2 2021
|
ORLY
O'Reilly Automotive, Inc.
|
Buy - Position Entry |
+8,802
|
|
Q2 2021
|
OTIS
Otis Worldwide Corporation
|
Buy - Position Entry |
+87,577
|
|
Q2 2021
|
ROST
Ross Stores, Inc.
|
Buy - Position Entry |
+53,283
|
|
Q2 2021
|
SBUX
Starbucks Corporation
|
Buy - Position Entry |
+54,533
|
|
Q2 2021
|
SHW
Sherwin-Williams Company (The)
|
Buy - Position Entry |
+12,979
|
|
Q2 2021
|
SNPS
Synopsys, Inc.
|
Buy - Position Entry |
+21,788
|
|
Q2 2021
|
SPGI
S&P Global Inc.
|
Buy - Position Entry |
+16,477
|
|
Q2 2021
|
SYK
Stryker Corporation
|
Buy - Position Entry |
+22,893
|
|
Q2 2021
|
V
Visa Inc.
|
Buy - Position Entry |
+12,524
|
|
Q2 2021
|
WCN
Waste Connections, Inc.
|
Buy - Position Entry |
+30,781
|
|
Q2 2021
|
ZTS
Zoetis Inc.
|
Buy - Position Entry |
+35,073
|