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 2024Jun 30, 2024 | MCD McDonald's Corporation | Sell | -246-0.3% |
Q2 2024Jun 30, 2024 | HD Home Depot, Inc. (The) | Sell | -384-0.3% |
Q2 2024Jun 30, 2024 | ZTS Zoetis Inc. | Sell | -600-0.3% |
Q2 2024Jun 30, 2024 | PAYC Paycom Software, Inc. | Sell | -2,660-0.8% |
Q2 2024Jun 30, 2024 | MSCI MSCI Inc. | Sell | -5,240-3.0% |
Q2 2024Jun 30, 2024 | IEX IDEX Corporation | Sell | -11,401-3.0% |
Q2 2024Jun 30, 2024 | EFX Equifax, Inc. | Sell | -14,418-3.0% |
Q2 2024Jun 30, 2024 | VRSK Verisk Analytics, Inc. | Sell | -14,596-3.0% |
Q2 2024Jun 30, 2024 | QLYS Qualys, Inc. | Sell | -17,237-3.0% |
Q2 2024Jun 30, 2024 | CLX Clorox Company (The) | Sell | -17,935-3.0% |
Q2 2024Jun 30, 2024 | MTD Mettler-Toledo International, I | Sell | -18,521-3.0% |
Q2 2024Jun 30, 2024 | VRSN VeriSign, Inc. | Sell | -19,643-3.0% |
Q2 2024Jun 30, 2024 | CHH Choice Hotels International, In | Sell | -23,052-3.0% |
Q2 2024Jun 30, 2024 | EXPO Exponent, Inc. | Sell | -32,022-3.0% |
Q2 2024Jun 30, 2024 | GGG Graco Inc. | Sell | -35,845-3.0% |
Q2 2024Jun 30, 2024 | AAPL Apple Inc. | Sell | -38,955-2.4% |
Q2 2024Jun 30, 2024 | ROL Rollins, Inc. | Sell | -50,248-3.0% |
Q2 2024Jun 30, 2024 | IDXX IDEXX Laboratories, Inc. | Sell | -51,570-1.9% |
Q2 2024Jun 30, 2024 | CGNX Cognex Corporation | Sell | -59,959-3.0% |
Q2 2024Jun 30, 2024 | PEP Pepsico, Inc. | Sell | -84,860-1.5% |
Q2 2024Jun 30, 2024 | META Meta Platforms, Inc. | Sell | -98,185-2.0% |
Q2 2024Jun 30, 2024 | MAR Marriott International | Sell | -99,787-2.3% |
Q2 2024Jun 30, 2024 | WAT Waters Corporation | Sell | -111,801-3.0% |
Q2 2024Jun 30, 2024 | SYK Stryker Corporation | Sell | -122,802-2.2% |
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Sell | -131,733-1.9% |
Q2 2024Jun 30, 2024 | V Visa Inc. | Sell | -138,076-2.4% |
Q2 2024Jun 30, 2024 | PG Procter & Gamble Company (The) | Sell | -151,864-3.2% |
Q2 2024Jun 30, 2024 | OTIS Otis Worldwide Corporation | Sell | -156,825-2.5% |
Q2 2024Jun 30, 2024 | SABR Sabre Corporation | Sell | -177,233-0.8% |
Q2 2024Jun 30, 2024 | ADP Automatic Data Processing, Inc. | Sell | -180,108-3.1% |