Institutional manager
Fundsmith LLP
Holds positions in 30 of the S&P 500, worth $13.1bn as reported for the quarter ended 30-jun-2026.
Positions held30of 488 index companies covered
Reported value$13.1bnS&P 500 positions only
Top ten weight55%how concentrated the book is
Filing entities1single filer
Largest positions
The 30 biggest by reported value.
Marriott InternationalMAR2.6m$958mConsumer DiscretionaryStryker CorporationSYK2.9m$917mHealth CareWaters CorporationWAT2.3m$853mHealth CareVisa Inc.V2.0m$693mFinancialsUberUBER8.9m$645mIndustrialsMastercardMA1.2m$639mFinancialsAlphabet Inc. (Class A)GOOGL1.8m$634mCommunication ServicesChurch & DwightCHD6.5m$626mConsumer StaplesProcter & GamblePG4.1m$598mConsumer StaplesMicrosoftMSFT1.6m$596mInformation TechnologyMeta PlatformsMETA1.1m$593mCommunication ServicesAutomatic Data ProcessingADP2.6m$583mIndustrialsFortinetFTNT3.6m$558mInformation TechnologyTaiwan Semiconductor ManufacturingTSM1.1m$548mIdexx LaboratoriesIDXX1.0m$537mHealth CareTexas InstrumentsTXN1.8m$536mInformation TechnologyPhilip Morris InternationalPM2.9m$527mConsumer StaplesNetflixNFLX7.0m$499mCommunication ServicesGE VernovaGEV409,835$481mIndustrialsAppLovinAPP696,568$359mCommunication ServicesTJX CompaniesTJX2.3m$344mConsumer DiscretionaryVeeva SystemsVEEV816,785$145mHealth CareYum! BrandsYUM556,107$89mConsumer DiscretionaryMSCIMSCI53,580$30mFinancialsCloroxCLX271,318$26mConsumer StaplesRollins, Inc.ROL619,935$26mIndustrialsFair IsaacFICO17,953$21mInformation TechnologyO'Reilly AutomotiveORLY162,691$15mConsumer DiscretionaryVertivVRT41,893$14mIndustrialsVerisignVRSN55,713$14mInformation Technology
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.
