Fund

Fundsmith Portfolio

Fundsmith LLP · Fund firm founded by Terry SmithSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: MAR 7.0%, SYK 6.7%, WAT 6.2%, V 5.1%, UBER 4.7% and 26 more (not traded on the exchange).Rebalances after each quarterly 13F filing

Start copying

Return · Past 2 years+32.2%$1,000 → $1,322

Nov 15, 2024Nov 12, 2026

Max drawdown−21.8%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,614+$214 (+8.9%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

5 stocks · filed 8/14

GOOGL22.1%
MSFT20.8%
META20.6%
TSM19.1%
NFLX17.4%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

Bought MAR, bought SYK

Holdings as of 6/30, filed 8/14

Bought MAR 7.0%
Bought SYK 6.7%
Bought WAT 6.2%
Bought V 5.1%
Bought UBER 4.7%

and 36 more