SmartMoneyDB

Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $1.43B
Positions: 17
Period: 2013-06-30
Filed: 2013-07-12

Portfolio Value

$1.43B

Positions

17

New

0

Increased

17

Decreased

0

Sold Out

0

Fundsmith LLP Q2 2013 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $1.43B across 17 positions in their Q2 2013 SEC 13F filing (period ending 2013-06-30). Top holdings include AAPL ($131.12M), SYK ($130.81M), JNJ ($130.21M). The top 10 positions account for 75.7% of the portfolio.

All Holdings

#StockValueWeightChange
1
AAPLDR PEPPER SNAPPLE GROUP INC
COM
$131.12M
9.16%
+14597.8%
2
SYKSTRYKER CORP
COM
$130.81M
9.14%
+13673.6%
3
JNJJOHNSON & JOHNSON
COM
$130.21M
9.10%
+31110.0%
4
PEPPEPSICO INC
COM
$122.02M
8.53%
+34449.1%
5
BDXBECTON DICKINSON & CO
COM
$108.44M
7.58%
+12477.5%
6
SIGMA ALDRICH CORP
COM
$101.11M
7.07%
+15655.0%
7
ADPAUTOMATIC DATA PROCESSING INC
COM
$97.72M
6.83%
+10539.3%
8
MMM3M CO
COM
$92.06M
6.43%
+9753.6%
9
MCDMCDONALDS CORP
COM
$90.05M
6.29%
+62093.4%
10
PMPHILIP MORRIS INTL INC
COM
$79.95M
5.59%
+13613.0%
11
WATWATERS CORP
COM
$74.70M
5.22%
+10608.6%
12
PGPROCTER & GAMBLE CO
COM
$74.32M
5.19%
+7879.8%
13
CHHCHOICE HOTELS INTL INC
COM
$57.46M
4.02%
+10012.6%
14
CLCOLGATE PALMOLIVE CO
COM
$45.05M
3.15%
+16713.8%
15
MSFTMICROSOFT CORP
COM
$42.65M
2.98%
+1688.2%
16
DPZDOMINOS PIZZA INC
COM
$28.40M
1.98%
+2122.4%
17
VVISA INC
COM CL A
$24.68M
1.73%
+6717.4%

Position Changes

StockValueShares% Chg
AAPLDR PEPPER SNAPPLE GROUP INC
$131.12M2,229,652+14597.8%
SYKSTRYKER CORP
$130.81M2,021,417+13673.6%
JNJJOHNSON & JOHNSON
$130.21M2,831,057+31110.0%
PEPPEPSICO INC
$122.02M3,525,044+34449.1%
BDXBECTON DICKINSON & CO
$108.44M1,098,017+12477.5%
SIGMA ALDRICH CORP
$101.11M1,301,833+15655.0%
ADPAUTOMATIC DATA PROCESSING INC
$97.72M1,408,541+10539.3%
MMM3M CO
$92.06M835,096+9753.6%
MCDMCDONALDS CORP
$90.05M1,038,629+62093.4%
PMPHILIP MORRIS INTL INC
$79.95M978,146+13613.0%
WATWATERS CORP
$74.70M744,352+10608.6%
PGPROCTER & GAMBLE CO
$74.32M846,738+7879.8%
CHHCHOICE HOTELS INTL INC
$57.46M1,422,535+10012.6%
CLCOLGATE PALMOLIVE CO
$45.05M784,868+16713.8%
MSFTMICROSOFT CORP
$42.65M427,999+1688.2%
DPZDOMINOS PIZZA INC
$28.40M261,549+2122.4%
VVISA INC
$24.68M133,894+6717.4%