Fundsmith LLP Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$21.2T
Holdings
31
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 12,190,529 | $1.9T | 9.08% | |
| 2 | PYPLPAYPAL HOLDINGS INC | 15,185,799 | $1.6T | 7.76% | |
| 3 | 4I1PHILIP MORRIS INTERNATIONAL | 16,899,236 | $1.4T | 6.79% | |
| 4 | ELESTEE LAUDER | 6,875,587 | $1.4T | 6.71% | |
| 5 | METAFACEBOOK | 6,588,286 | $1.4T | 6.39% | |
| 6 | SYKSTRYKER CORP | 6,082,992 | $1.3T | 6.03% | |
| 7 | MCXMCCORMICK & CO NON VTG SHRS | 7,379,711 | $1.3T | 5.92% | |
| 8 | INTUINTUIT INC | 4,743,046 | $1.2T | 5.87% | |
| 9 | VVISA INC CLASS A SHARES | 6,415,516 | $1.2T | 5.70% | |
| 10 | IDXXIDEXX LABORATORIES | 4,591,899 | $1.2T | 5.67% | |
| 11 | WATWATERS CORP | 5,106,666 | $1.2T | 5.64% | |
| 12 | PEPPEPSICO INC | 8,469,394 | $1.2T | 5.47% | |
| 13 | ADPAUTOMATIC DATA PROCESSING | 6,464,198 | $1.1T | 5.21% | |
| 14 | BDXBECTON DICKINSON AND CO | 3,821,427 | $1.0T | 4.91% | |
| 15 | JNJJOHNSON & JOHNSON | 6,063,399 | $884.5B | 4.18% | |
| 16 | BF/BBROWN FORMAN CORP CLASS B | 9,630,607 | $651.0B | 3.08% | |
| 17 | CLXCLOROX COMPANY | 1,682,176 | $258.3B | 1.22% | |
| 18 | VRSKVERISK ANALYTICS | 621,663 | $92.8B | 0.44% | |
| 19 | EFXEQUIFAX | 654,288 | $91.7B | 0.43% | |
| 20 | SABRSABRE | 4,070,298 | $91.3B | 0.43% | |
| 21 | 3M4MASIMO | 574,963 | $90.9B | 0.43% | |
| 22 | AKXANSYS | 347,128 | $89.4B | 0.42% | |
| 23 | CHKPCHECK POINT SOFTWARE TECH | 801,834 | $89.0B | 0.42% | |
| 24 | IPGPIPG PHOTONICS | 459,804 | $66.6B | 0.31% | |
| 25 | CGNXCOGNEX | 1,167,817 | $65.4B | 0.31% | |
| 26 | AOSAO SMITH | 1,178,048 | $56.1B | 0.27% | |
| 27 | VRSNVERISIGN | 272,873 | $52.6B | 0.25% | |
| 28 | MSCIMSCI | 200,070 | $51.7B | 0.24% | |
| 29 | PAYCPAYCOM SOFTWARE | 170,928 | $45.3B | 0.21% | |
| 30 | MARMARRIOTT INTERNATIONAL CL A | 171,758 | $26.0B | 0.12% | |
| 31 | MLB1MERCADOLIBRE | 34,804 | $19.9B | 0.09% |