Terry Smith - Fundsmith Investment Services Portfolio (Jun 30, 2025)


As of Jun 30, 2025, the Fundsmith Investment Services oversees a portfolio valued at approximately $7.39B, featuring 26 publicly traded holdings. This in-depth profile highlights the top investments led by Microsoft (MSFT), Berkshire Hathaway (BRK-B), Waste Management (WM), and others—drawing on its latest SEC filings as of Aug 14, 2025. Explore insights into portfolio composition, allocation strategies, and recent trade activity.

Balances
Holdings
Activity
Options
Allocation
Strategy

Fundsmith Investment Services Strategy Analysis

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period2.1 yearsStyleAverage duration positions are maintained
Position Count40StyleNumber of active positions in portfolio
Position Size3.7%RiskTypical allocation per position
Win Rate61.8%PerformancePercentage of profitable positions
Average Return25.1%PerformanceMean return across positions
Sharpe Ratio0.15PerformanceReturn per unit of risk taken

Investment Case Study: FACEBOOK INC (META)

6/30/2021 - 9/21/2025

Performance Metrics

Total Return: 0.00%

Holding Period: 1544 days

Max Position Size: $8,229.00

Position Weight: 5.11%

Key Events

6/30/2021: ENTRY(23,665.00 shares) @ $0.35

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations