Fundsmith LLP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$15.6T
Holdings
32
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 11,901,040 | $1.4T | 8.72% | |
| 2 | PYPLPAYPAL HOLDINGS INC | 15,157,619 | $1.3T | 8.53% | |
| 3 | IDXXIDEXX LABORATORIES | 4,382,048 | $1.1T | 7.01% | |
| 4 | 4I1PHILIP MORRIS INTERNATIONAL | 12,308,123 | $1.0T | 6.43% | |
| 5 | METAFACEBOOK | 6,092,839 | $1.0T | 6.42% | |
| 6 | INTUINTUIT INC | 4,388,174 | $997.9B | 6.39% | |
| 7 | BDXBECTON DICKINSON AND CO | 3,729,405 | $973.4B | 6.23% | |
| 8 | SYKSTRYKER CORP | 5,469,325 | $971.8B | 6.22% | |
| 9 | WATWATERS CORP | 4,933,327 | $960.4B | 6.15% | |
| 10 | ELESTEE LAUDER | 6,275,561 | $912.0B | 5.84% | |
| 11 | PEPPEPSICO INC | 8,099,198 | $905.5B | 5.80% | |
| 12 | ADPAUTOMATIC DATA PROCESSING | 5,863,113 | $883.3B | 5.66% | |
| 13 | VVISA INC CLASS A SHARES | 5,644,266 | $847.1B | 5.42% | |
| 14 | MMM3M CO | 3,439,447 | $724.7B | 4.64% | |
| 15 | JNJJOHNSON & JOHNSON | 4,574,375 | $632.0B | 4.05% | |
| 16 | MCXMCCORMICK & CO NON VTG SHRS | 2,648,658 | $349.0B | 2.23% | |
| 17 | CLCOLGATE PALMOLIVE CO | 2,181,181 | $146.0B | 0.94% | |
| 18 | 3M4MASIMO | 479,372 | $51.5B | 0.33% | |
| 19 | CHKPCHECK POINT SOFTWARE TECH | 479,073 | $49.2B | 0.31% | |
| 20 | EFXEQUIFAX | 527,747 | $49.1B | 0.31% | |
| 21 | VRSKVERISK ANALYTICS | 450,436 | $49.1B | 0.31% | |
| 22 | SABRSABRE | 2,262,871 | $49.0B | 0.31% | |
| 23 | CDKCDK GBL. | 922,783 | $44.2B | 0.28% | |
| 24 | VRSNVERISIGN | 272,873 | $40.5B | 0.26% | |
| 25 | CGNXCOGNEX | 1,033,167 | $40.0B | 0.26% | |
| 26 | AKXANSYS | 273,041 | $39.0B | 0.25% | |
| 27 | AOSAO SMITH | 689,903 | $29.5B | 0.19% | |
| 28 | MSCIMSCI | 144,247 | $21.3B | 0.14% | |
| 29 | PAYCPAYCOM SOFTWARE | 170,928 | $20.9B | 0.13% | |
| 30 | IPGPIPG PHOTONICS | 169,115 | $19.2B | 0.12% | |
| 31 | MARMARRIOTT INTERNATIONAL CL A | 103,472 | $13.7B | 0.09% | |
| 32 | MLB1MERCADOLIBRE | 18,267 | $5.3B | 0.03% |