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 |
|---|---|---|---|
Q3 2019Sep 30, 2019 | META Meta Platforms, Inc. | Buy | +7,126+0.1% |
Q3 2019Sep 30, 2019 | BDX Becton, Dickinson and Company | Buy | +5,764+0.2% |
Q3 2019Sep 30, 2019 | MSCI MSCI Inc. | Buy | +5,300+2.7% |
Q3 2019Sep 30, 2019 | MMM 3M Company | Sell - Position Exit | -3,529,691-100.0% |
Q2 2019Jun 30, 2019 | PM Philip Morris International Inc | Buy | +1,953,131+14.7% |
Q2 2019Jun 30, 2019 | MKC McCormick & Company, Incorporat | Buy | +1,598,866+30.7% |
Q2 2019Jun 30, 2019 | JNJ Johnson & Johnson | Buy | +800,396+17.4% |
Q2 2019Jun 30, 2019 | SABR Sabre Corporation | Buy | +663,090+22.3% |
Q2 2019Jun 30, 2019 | V Visa Inc. | Buy | +334,127+5.8% |
Q2 2019Jun 30, 2019 | SYK Stryker Corporation | Buy | +219,599+3.9% |
Q2 2019Jun 30, 2019 | INTU Intuit Inc. | Buy | +170,529+3.8% |
Q2 2019Jun 30, 2019 | ADP Automatic Data Processing, Inc. | Buy | +135,582+2.3% |
Q2 2019Jun 30, 2019 | CGNX Cognex Corporation | Buy | +134,650+13.0% |
Q2 2019Jun 30, 2019 | IPGP IPG Photonics Corporation | Buy | +120,212+55.0% |
Q2 2019Jun 30, 2019 | META Meta Platforms, Inc. | Buy | +107,359+1.7% |
Q2 2019Jun 30, 2019 | CHKP Check Point | Buy | +99,292+18.9% |
Q2 2019Jun 30, 2019 | WAT Waters Corporation | Buy | +87,249+1.7% |
Q2 2019Jun 30, 2019 | AOS A.O. Smith Corporation | Buy | +84,980+11.1% |
Q2 2019Jun 30, 2019 | MASI Masimo Corporation | Buy | +84,300+17.2% |
Q2 2019Jun 30, 2019 | PYPL PayPal Holdings, Inc. | Buy | +52,605+0.3% |
Q2 2019Jun 30, 2019 | EFX Equifax, Inc. | Buy | +42,310+7.3% |
Q2 2019Jun 30, 2019 | BDX Becton, Dickinson and Company | Buy | +41,012+1.1% |
Q2 2019Jun 30, 2019 | ANSS ANSYS, Inc. | Buy | +31,251+10.7% |
Q2 2019Jun 30, 2019 | MSFT Microsoft Corporation | Buy | +30,766+0.3% |
Q2 2019Jun 30, 2019 | EL Estee Lauder Companies, Inc. (T | Buy | +29,082+0.4% |
Q2 2019Jun 30, 2019 | VRSK Verisk Analytics, Inc. | Buy | +12,330+2.4% |
Q2 2019Jun 30, 2019 | MSCI MSCI Inc. | Buy | +5,850+3.1% |
Q2 2019Jun 30, 2019 | PEP Pepsico, Inc. | Buy | +5,787+0.1% |
Q2 2019Jun 30, 2019 | MELI MercadoLibre, Inc. | Buy | +5,377+29.4% |
Q2 2019Jun 30, 2019 | IDXX IDEXX Laboratories, Inc. | Buy | +2,697+0.1% |