Terry Smith - Fundsmith
As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.05%
- 1-year
- +5.20%
- 3-year
- +33.89%
- 5-year
- +14.23%
- 3-year vs S&P 500
- -39.36%
- 5-year vs S&P 500
- -59.87%
- 5-year top 5
- -13.85%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 13 of 17 rows. Rows without a quote are marked unavailable.
| 1 | SYK | STRYKER CORP | 9.79% | Add +41.8% | 1,881,193 | $122.04M | $64.87 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 9.74% | Add +49.2% | 2,602,389 | $121.44M | No quote | No quote |
| 3 | DPZ | DOMINO S PIZZA INC | 9.02% | Add +32.7% | 2,198,085 | $112.48M | $51.17 | No quote |
| 4 | BDXB | BECTON DICKINSON AND CO | 8.01% | New | 1,049,564 | $99.88M | No quote | No quote |
| 5 | 5129REGWAY | AUTOMATIC DATA PROCESSING | 7.31% | New | 1,408,541 | $91.08M | No quote | No quote |
| 6 | MSFT | MICROSOFT CORP | 7.25% | Add +29.1% | 3,182,263 | $90.33M | $28.39 | No quote |
| 7 | PG | PROCTER + GAMBLE CO/THE | 7.07% | Add +39.1% | 1,143,951 | $88.14M | $77.05 | No quote |
| 8 | MMM | 3M CO | 6.92% | Add +21.1% | 819,363 | $86.27M | $105.29 | No quote |
| 9 | JNJ | JOHNSON + JOHNSON | 6.14% | Add +29.3% | 942,464 | $76.59M | $81.26 | No quote |
| 10 | PM | PHILIP MORRIS INTERNATIONAL | 5.38% | Add +55.3% | 729,197 | $67.09M | $92.01 | No quote |
| 11 | PEP | PEPSICO INC | 5.31% | Add +42.9% | 844,789 | $66.14M | $78.30 | No quote |
| 12 | WAT | WATERS CORP | 4.43% | Add +30.4% | 593,152 | $55.25M | $93.15 | No quote |
| 13 | CL | COLGATE PALMOLIVE CO | 3.43% | Add +30.0% | 366,410 | $42.77M | $116.72 | No quote |
| 14 | CHH | CHOICE HOTELS INTL INC | 3.42% | Add +77.2% | 1,021,549 | $42.65M | $41.75 | No quote |
| 15 | SIAL | SIGMA ALDRICH | 2.56% | Add +16.4% | 413,824 | $31.93M | No quote | No quote |
| 16 | MCD | MCDONALD S CORP | 2.53% | Add +19.9% | 318,494 | $31.5M | $98.92 | No quote |
| 17 | V | VISA INC CLASS A SHARES | 1.68% | - | 124,057 | $20.94M | $168.79 | No quote |