Fundsmith Investment Services Ltd.
Annual return '25
+29.6%
SPY '25
+17.7%
Alpha
+11.8ptsvs SPY
Invested
$8.8B
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 81%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$MAR
MARRIOTT INTL INC NEW
Held since at least Q1 2024
8.9%
02
$SYK
STRYKER CORPORATION
Held since at least Q1 2024
8.8%
03
$WAT
WATERS CORP
Held since at least Q1 2024
7.4%
04
$GOOGL
ALPHABET INC
Held since at least Q1 2024
7.4%
05
$V
VISA INC
Held since at least Q1 2024
7.0%
06
$MTD
METTLER TOLEDO INTERNATIONAL
Held since at least Q1 2024
6.4%
07
$PM
PHILIP MORRIS INTL INC
Held since at least Q1 2024
6.3%
08
$IDXX
IDEXX LABS INC
Held since at least Q1 2024
6.1%
09
$ADP
AUTOMATIC DATA PROCESSING IN
Held since at least Q1 2024
6.1%
10
$META
META PLATFORMS INC
Held since at least Q1 2024
6.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.