Terry Smith – Fundsmith Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Fundsmith portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 2025, the filing reported:
New Buys – NAPCO Security Technologies, In (NSSC), Vertiv Holdings, LLC (VRT), Manhattan Associates, Inc. (MANH)
Increases – Catalyst Pharmaceuticals, Inc. (CPRX), Zoetis Inc. (ZTS), Intuit Inc. (INTU), Doximity, Inc. (DOCS)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Fundsmith Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2020Jun 30, 2020 | VRSN VeriSign, Inc. | Buy | +5,413+1.5% |
Q2 2020Jun 30, 2020 | ANSS ANSYS, Inc. | Buy | +5,048+1.5% |
Q2 2020Jun 30, 2020 | MSCI MSCI Inc. | Buy | +3,114+1.5% |
Q2 2020Jun 30, 2020 | IDXX IDEXX Laboratories, Inc. | Sell | -4,516-0.1% |
Q2 2020Jun 30, 2020 | MELI MercadoLibre, Inc. | Sell | -4,804-13.8% |
Q2 2020Jun 30, 2020 | MSFT Microsoft Corporation | Sell | -18,063-0.2% |
Q2 2020Jun 30, 2020 | PYPL PayPal Holdings, Inc. | Sell | -18,280-0.1% |
Q2 2020Jun 30, 2020 | MASI Masimo Corporation | Sell | -46,956-9.9% |
Q2 2020Jun 30, 2020 | CHKP Check Point | Sell | -325,147-37.5% |
Q2 2020Jun 30, 2020 | WAT Waters Corporation | Sell | -861,245-18.1% |
Q2 2020Jun 30, 2020 | CLX Clorox Company (The) | Sell - Position Exit | -1,592,042-100.0% |
Q1 2020Mar 31, 2020 | SABR Sabre Corporation | Buy | +3,880,203+95.3% |
Q1 2020Mar 31, 2020 | SBUX Starbucks Corporation | Buy - Position Entry | +2,649,785 |
Q1 2020Mar 31, 2020 | NKE Nike, Inc. | Buy - Position Entry | +2,319,351 |
Q1 2020Mar 31, 2020 | CGNX Cognex Corporation | Buy | +341,182+29.2% |
Q1 2020Mar 31, 2020 | AOS A.O. Smith Corporation | Buy | +287,167+24.4% |
Q1 2020Mar 31, 2020 | XP XP Inc | Buy - Position Entry | +253,367 |
Q1 2020Mar 31, 2020 | BF-B Brown Forman Inc | Buy | +214,024+2.2% |
Q1 2020Mar 31, 2020 | PM Philip Morris International Inc | Buy | +123,717+0.7% |
Q1 2020Mar 31, 2020 | IPGP IPG Photonics Corporation | Buy | +106,343+23.1% |
Q1 2020Mar 31, 2020 | VRSN VeriSign, Inc. | Buy | +82,408+30.2% |
Q1 2020Mar 31, 2020 | CHKP Check Point | Buy | +64,603+8.1% |
Q1 2020Mar 31, 2020 | MSCI MSCI Inc. | Buy | +4,306+2.2% |
Q1 2020Mar 31, 2020 | PAYC Paycom Software, Inc. | Buy | +3,678+2.2% |
Q1 2020Mar 31, 2020 | MAR Marriott International | Buy | +1,089+0.6% |
Q1 2020Mar 31, 2020 | BDX Becton, Dickinson and Company | Sell | -10,635-0.3% |
Q1 2020Mar 31, 2020 | ANSS ANSYS, Inc. | Sell | -17,143-4.9% |
Q1 2020Mar 31, 2020 | VRSK Verisk Analytics, Inc. | Sell | -23,357-3.8% |
Q1 2020Mar 31, 2020 | EFX Equifax, Inc. | Sell | -86,166-13.2% |
Q1 2020Mar 31, 2020 | CLX Clorox Company (The) | Sell | -90,134-5.4% |