Fundsmith LLP
Terry Smith · As of Q2 2017 · filed Aug 14, 2017
| BCRUSD CR BARD INC | 8.4% | Reduced −0.2% | 2,547,140 | $804.5M |
| PYPL PAYPAL HOLDINGS INC | 7.9% | Added +6.8% | 14,051,261 | $754.1M |
| MSFT MICROSOFT CORP | 7.7% | Added +5.1% | 10,720,725 | $739.0M |
| SYK STRYKER CORP | 7.5% | Added +0.0% | 5,176,005 | $718.3M |
| IDXX IDEXX LABORATORIES INC | 7.5% | Reduced −0.8% | 4,446,040 | $717.7M |
| WAT WATERS CORP | 7.4% | Added +11.7% | 3,833,955 | $704.8M |
| PEP PEPSICO INC | 6.5% | Reduced −0.7% | 5,334,959 | $616.1M |
| PM PHILIP MORRIS INTERNATIONAL | 6.5% | Added +1.5% | 5,240,912 | $615.5M |
| JNJ JOHNSON & JOHNSON | 5.7% | Reduced −0.6% | 4,078,477 | $539.5M |
| ADP AUTOMATIC DATA PROCESSING | 5.6% | Added +29.0% | 5,176,340 | $530.4M |
| V VISA INC-CLASS A SHARES | 5.1% | Added +5.3% | 5,217,623 | $489.3M |
| DR PEPPER SNAPPLE GROUP INC | 5.1% | Reduced −0.7% | 5,291,897 | $482.1M |
| BDX BECTON DICKINSON AND CO | 4.7% | Added +0.3% | 2,302,590 | $449.3M |
| MMM 3M CO | 4.7% | Added +10.2% | 2,154,065 | $448.4M |
| EL ESTEE LAUDER COMPANIES-CL A | 3.9% | Added +3.2% | 3,845,509 | $369.1M |
| SJM JM SMUCKER CO | 2.5% | Reduced −43.5% | 2,043,846 | $240.3M |
| CL COLGATE-PALMOLIVE CO | 1.6% | Reduced −0.9% | 2,105,319 | $155.2M |
| INTU INTUIT INC | 1.5% | New | 1,090,434 | $144.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Added +0.0% | 184,750 | $18.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.