Fundsmith LLP
Top Portfolio Positions
34 positions ·
$12,840,836,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
3,370,872 | $1,102,511,105 | 8.59% | |
| SYK |
Stryker Corp
Healthcare
|
3,061,416 | $1,005,950,683 | 7.83% | |
| WAT |
Waters Corp /De/
Healthcare
|
3,212,075 | $956,555,935 | 7.45% | |
| V |
Visa Inc.
Financial Services
|
3,104,090 | $938,180,161 | 7.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,956,198 | $850,084,296 | 6.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
5,113,163 | $845,410,370 | 6.58% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
1,465,786 | $823,610,495 | 6.41% | |
| ADP |
Automatic Data Processing Inc
Technology
|
3,855,105 | $783,280,233 | 6.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,079,737 | $769,856,245 | 6.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,321,375 | $755,998,278 | 5.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PAYC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,672,803 | 219,457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $83,414,282 | 523,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $108,947,344 | 523,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,686,214 | 413,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $90,343,664 | 413,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,125,576 | 322,611 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,737,314 | 322,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,146,277 | 322,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $64,732,181 | 325,271 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,629,511 | 157,844 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,458,310 | 159,904 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,721,888 | 161,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,947,738 | 161,007 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $49,962,082 | 161,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,230,026 | 161,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,632,846 | 255,722 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $89,387,861 | 258,063 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,666,701 | 218,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $108,026,899 | 217,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $78,917,333 | 217,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $79,907,795 | 215,932 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $97,245,508 | 215,026 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $66,865,372 | 214,794 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $60,684,159 | 195,926 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $35,272,158 | 174,606 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||