Fundsmith Q4 2020 13F Holdings

Fundsmith Q4 2020 holdings
TickerName ValueShares↓ Weighting
PYPL PAYPAL HOLDINGS INCReduce  $2,888,562
18.6%
12,333,741
-0.2%
9.57%
0.6%
MSFT MICROSOFTAdd  $2,685,129
7.0%
12,072,338
1.2%
8.90%
-9.2%
IDXX IDEXX LABORATORIESReduce  $2,112,665
27.0%
4,226,428
-0.2%
7.00%
7.7%
EL ESTEE LAUDERcl aReduce  $1,806,559
21.7%
6,786,727
-0.2%
5.99%
3.3%
FB FACEBOOKcl aReduce  $1,753,380
4.2%
6,418,874
-0.1%
5.81%
-11.6%
INTU INTUIT INCReduce  $1,742,594
16.3%
4,587,585
-0.2%
5.78%
-1.3%
SYK STRYKER CORPAdd  $1,625,814
24.3%
6,634,893
5.7%
5.39%
5.5%
PM PHILIP MORRIS INTERNAT...Reduce  $1,611,751
10.2%
19,467,941
-0.2%
5.34%
-6.5%
MKC MCCORMICK & CO NON VTG...Add  $1,542,391
5.4%
16,133,793
113.9%
5.11%
-10.6%
PEP PEPSICO INCAdd  $1,430,918
15.9%
9,648,806
8.3%
4.74%
-1.7%
V VISA INC CLASS A SHARESReduce  $1,339,116
9.2%
6,122,231
-0.2%
4.44%
-7.4%
ADP AUTOMATIC DATA PROCESSINGAdd  $1,248,838
29.4%
7,087,617
2.4%
4.14%
9.8%
SBUX STARBUCKS CORPAdd  $1,116,987
25.2%
10,441,081
0.6%
3.70%
6.2%
NKE NIKE INC CL Bcl bReduce  $1,094,064
12.4%
7,733,544
-0.2%
3.63%
-4.6%
WAT WATERS CORPAdd  $1,091,081
29.9%
4,409,835
2.7%
3.62%
10.2%
BDX BECTON DICKINSON AND COAdd  $1,087,310
7.6%
4,345,415
0.1%
3.60%
-8.7%
JNJ JOHNSON & JOHNSONReduce  $1,006,053
5.4%
6,392,509
-0.3%
3.33%
-10.6%
BFB BROWN FORMAN CORP CLASS Bcl bAdd  $814,622
5.5%
10,255,848
0.0%
2.70%
-10.5%
CHD CHURCH & DWIGHT INCNew  $491,2105,631,2041.63%
SABR SABREAdd  $163,657
147.5%
13,615,381
34.1%
0.54%
110.0%
IPGP IPG PHOTONICSAdd  $140,393
31.9%
627,344
0.1%
0.47%
11.9%
ANSS ANSYSAdd  $129,914
18.5%
357,103
6.6%
0.43%
0.5%
EFX EQUIFAXAdd  $129,735
43.4%
672,758
16.6%
0.43%
21.6%
CGNX COGNEXAdd  $128,817
23.5%
1,604,491
0.1%
0.43%
4.8%
VRSK VERISK ANALYTICSAdd  $126,245
12.2%
608,148
0.1%
0.42%
-4.8%
MASI MASIMOAdd  $115,203
13.8%
429,254
0.1%
0.38%
-3.5%
QLYS QUALYSAdd  $113,801
42.7%
933,787
14.8%
0.38%
21.1%
FTNT FORTINET INCAdd  $110,621
342.0%
744,771
250.6%
0.37%
275.0%
VRSN VERISIGNAdd  $107,892
22.6%
498,577
16.1%
0.36%
4.0%
PAYC PAYCOM SOFTWAREAdd  $97,246
45.4%
215,026
0.1%
0.32%
23.4%
MSCI MSCIAdd  $92,761
25.3%
207,737
0.1%
0.31%
6.3%
AOS AO SMITHAdd  $81,644
3.9%
1,489,317
0.1%
0.27%
-11.8%
MELI MERCADOLIBREReduce  $47,744
47.0%
28,500
-5.0%
0.16%
24.7%
MAR MARRIOTT INTERNATIONAL...cl aReduce  $36,663
41.7%
277,920
-0.6%
0.12%
20.2%
ZTS ZOETIS INCcl aNew  $20,026121,0030.07%
TSM TAIWAN SEMICONDUCTOR M...sponsored adsNew  $12,865117,9810.04%
XP XP CLASS Acl a  $10,051
-4.8%
253,3670.0%0.03%
-19.3%
CL COLGATE PALMOLIVE COAdd  $9,584
15.8%
112,079
4.5%
0.03%
-1.7%
PG PROCTER AND GAMBLE CONew  $5,31138,1710.02%
CHKP CHECK POINT SOFTWARE TECHordSold out  $0-334,691-0.16%