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 2013Sep 30, 2013 | PEP Pepsico, Inc. | Sell | -2,376,223-67.4% |
Q2 2013Jun 30, 2013 | PEP Pepsico, Inc. | Buy | +3,514,841+34449.1% |
Q2 2013Jun 30, 2013 | JNJ Johnson & Johnson | Buy | +2,821,986+31110.0% |
Q2 2013Jun 30, 2013 | SYK Stryker Corporation | Buy | +2,006,741+13673.6% |
Q2 2013Jun 30, 2013 | ADP Automatic Data Processing, Inc. | Buy - Position Entry | +1,408,541 |
Q2 2013Jun 30, 2013 | CHH Choice Hotels International, In | Buy | +1,408,468+10012.6% |
Q2 2013Jun 30, 2013 | BDX Becton, Dickinson and Company | Buy - Position Entry | +1,098,017 |
Q2 2013Jun 30, 2013 | MCD McDonald's Corporation | Buy | +1,036,959+62093.4% |
Q2 2013Jun 30, 2013 | PM Philip Morris International Inc | Buy | +971,013+13613.0% |
Q2 2013Jun 30, 2013 | PG Procter & Gamble Company (The) | Buy | +836,127+7879.8% |
Q2 2013Jun 30, 2013 | MMM 3M Company | Buy | +826,621+9753.6% |
Q2 2013Jun 30, 2013 | CL Colgate-Palmolive Company | Buy | +780,200+16713.8% |
Q2 2013Jun 30, 2013 | WAT Waters Corporation | Buy | +737,401+10608.6% |
Q2 2013Jun 30, 2013 | MSFT Microsoft Corporation | Buy | +404,065+1688.2% |
Q2 2013Jun 30, 2013 | DPZ Domino's Pizza Inc | Buy | +249,780+2122.4% |
Q2 2013Jun 30, 2013 | V Visa Inc. | Buy | +131,930+6717.4% |
Q1 2013Mar 31, 2013 | MSFT Microsoft Corporation | Buy - Position Entry | +23,934 |
Q1 2013Mar 31, 2013 | SYK Stryker Corporation | Buy - Position Entry | +14,676 |
Q1 2013Mar 31, 2013 | CHH Choice Hotels International, In | Buy - Position Entry | +14,067 |
Q1 2013Mar 31, 2013 | DPZ Domino's Pizza Inc | Buy - Position Entry | +11,769 |
Q1 2013Mar 31, 2013 | PG Procter & Gamble Company (The) | Buy - Position Entry | +10,611 |
Q1 2013Mar 31, 2013 | PEP Pepsico, Inc. | Buy - Position Entry | +10,203 |
Q1 2013Mar 31, 2013 | JNJ Johnson & Johnson | Buy - Position Entry | +9,071 |
Q1 2013Mar 31, 2013 | MMM 3M Company | Buy - Position Entry | +8,475 |
Q1 2013Mar 31, 2013 | PM Philip Morris International Inc | Buy - Position Entry | +7,133 |
Q1 2013Mar 31, 2013 | WAT Waters Corporation | Buy - Position Entry | +6,951 |
Q1 2013Mar 31, 2013 | CL Colgate-Palmolive Company | Buy - Position Entry | +4,668 |
Q1 2013Mar 31, 2013 | V Visa Inc. | Buy - Position Entry | +1,964 |
Q1 2013Mar 31, 2013 | MCD McDonald's Corporation | Buy - Position Entry | +1,670 |