Terry Smith

Fundsmith LLP

Period:  Q3, 2025
Filed Date:  Nov 14, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  35
Portfolio Value:  19.80B
StockActivityShare Change% Change to protfolio
Q3 2025
Catalyst pharmaceuticals inc
Add 24.17%33638070.038
Fortinet inc
Add 0.02%8420092-0.920
Home depot inc
Add 1.79%848600.019
Intuit
Add 64.01%6044560.619
Mettler toledo international
Add 0.10%5906540.161
Napco sec technologies inc
Add 86.39%17798570.243
Paycom software inc
Add 26.58%5234330.067
Procter and gamble co
Add 0.10%4577040-0.127
Qualys inc
Add 21.19%8708590.064
Texas instrs inc
Add 0.06%2721881-0.327
Visa inc
Add 0.01%3854336-0.266
Waters corp
Add 9.62%3955498-0.372
Zoetis inc
Add 25.32%36151310.399
Q2 2025

DOCS - Doximity inc

Add 13.96%13559440.061

INTU - Intuit inc

Add 102.91%3685400.777

ZTS - Zoetis inc

Add 13.29%28848310.133
Q1 2025

DOCS - Doximity inc

Add 67.47%11898820.142

INTU - Intuit inc

Buy1816280.507

PAYC - Paycom software inc

Add 28.18%4135100.110

QLYS - Qualys inc

Add 31.13%7186020.062

TXN - Texas instruments inc

Add 60.28%27258120.778

ZTS - Zoetis inc

Add 1020.18%25464871.739
Q4 2024

DOCS - Doximity inc

Buy7105020.162
Q3 2024

GOOGL - Alphabet inc

Add 0.04%6852087-0.440

CLX - Clorox co

Add 7.59%6134970.088

HD - Home depot inc

Add 1.10%1478150.038

IDXX - Idexx laboratories inc

Add 0.04%26641620.192

MA - Mastercard inc

Add 1.10%649900.015

MCD - Mcdonald's corp

Add 1.11%944030.020

OTIS - Otis worldwide corp

Add 0.05%61412280.188

TXN - Texas instruments inc

Add 10.09%17006300.201

ZTS - Zoetis inc

Add 1.10%2307260.022
Q2 2024

FTNT - Fortinet inc

Add 25.82%102856640.251

ODD - Oddity tech ltd

Add 21.69%16151580.023

TXN - Texas instruments inc

Add 39.01%15447810.436
Q1 2024

AAPL - Apple inc

Add 19.70%15975440.067

FTNT - Fortinet inc

Add 11.50%81749850.506

MA - Mastercard inc

Add 1.21%644490.015

MCD - Mcdonald's corp

Add 1.21%93617-0.004

ODD - Oddity tech ltd

Add 20.18%13273130.025

PAYC - Paycom software inc

Add 106.07%3252710.126

ZTS - Zoetis inc

Add 1.21%228805-0.023
Q4 2023

AAPL - Apple inc

Add 0.10%13345850.120

CLX - Clorox co

Buy6037940.360

FTNT - Fortinet inc

Add 48.89%73318440.587

HD - Home depot inc

Add 1.46%1498180.031

JNJ - Johnson & johnson

Add 1.46%2783930.004

MA - Mastercard inc

Add 1.46%636770.010

MCD - Mcdonald's corp

Add 0.19%924950.013

ODD - Oddity tech ltd

Add 92.07%11044160.147

ZTS - Zoetis inc

Add 1.46%2260640.025
Q3 2023

AAPL - Apple inc

Add 0.05%1333286-0.137

CHD - Church & dwight co inc /de/

Add 9.09%7274964-0.008

FTNT - Fortinet inc

Add 112.87%49242410.518

HD - Home depot inc

Add 0.19%147657-0.005

IDXX - Idexx laboratories inc

Add 0.10%2964554-0.868

JNJ - Johnson & johnson

Add 0.19%274378-0.012

MAR - Marriott international inc

Add 2236.52%43956813.769

MA - Mastercard inc

Add 0.68%627580.002

ODD - Oddity tech ltd

Buy5750000.074

SYK - Stryker corp

Add 0.13%5518803-0.788

ZTS - Zoetis inc

Add 0.19%2228030.002