Institutional manager
FUNDSMITH INVESTMENT SERVICES LTD.
Holds positions in 25 of the S&P 500, worth $4.37bn as reported for the quarter ended 30-jun-2026.
Positions held25of 488 index companies covered
Reported value$4.37bnS&P 500 positions only
Top ten weight57%how concentrated the book is
Filing entities1single filer
Largest positions
The 25 biggest by reported value.
Marriott InternationalMAR901,923$334mConsumer DiscretionaryStryker CorporationSYK1.1m$331mHealth CareWaters CorporationWAT837,764$314mHealth CareChurch & DwightCHD2.5m$246mConsumer StaplesVisa Inc.V680,492$233mFinancialsTexas InstrumentsTXN759,134$226mInformation TechnologyUberUBER3.0m$213mIndustrialsMastercardMA392,933$202mFinancialsAlphabet Inc. (Class A)GOOGL558,963$200mCommunication ServicesTaiwan Semiconductor ManufacturingTSM411,476$197mMeta PlatformsMETA340,730$192mCommunication ServicesMicrosoftMSFT505,361$189mInformation TechnologyAutomatic Data ProcessingADP823,664$184mIndustrialsFortinetFTNT1.1m$173mInformation TechnologyIdexx LaboratoriesIDXX327,058$172mHealth CarePhilip Morris InternationalPM944,396$171mConsumer StaplesProcter & GamblePG1.1m$159mConsumer StaplesNetflixNFLX2.2m$156mCommunication ServicesGE VernovaGEV128,646$151mIndustrialsAppLovinAPP233,921$121mCommunication ServicesTJX CompaniesTJX721,550$109mConsumer DiscretionaryVeeva SystemsVEEV259,070$46mHealth CareYum! BrandsYUM178,009$28mConsumer DiscretionaryWaste ManagementWM114,984$26mIndustrialsO'Reilly AutomotiveORLY5,410$498,207Consumer Discretionary
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.