Terry Smith – Fundsmith Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Fundsmith portfolio balances reported a total equity value of $23.02B across 39 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight META PLATFORMS INC (META) as the single largest position, accounting for 11.4% of total equity value, followed by MICROSOFT CORP (MSFT), STRYKER CORPORATION (SYK), PHILIP MORRIS INTL INC (PM), and others. Collectively, the top five holdings represent 43.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.