Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q2 2021)
As of Jun 30, 2021, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 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
|