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 15 of 19 rows. Rows without a quote are marked unavailable.
| 1 | SYK | STRYKER CORP | 9.19% | Add +7.5% | 2,021,417 | $130.75M | $64.68 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 9.14% | Add +8.8% | 2,831,057 | $130.03M | No quote | No quote |
| 3 | DPZ | DOMINOS PIZZA INC | 9.11% | Add +1.4% | 2,229,652 | $129.65M | $58.15 | No quote |
| 4 | MSFT | MICROSOFT CORP | 8.56% | Add +10.8% | 3,525,044 | $121.77M | $34.55 | No quote |
| 5 | BDX | BECTON DICKINSON & CO | 7.63% | New | 1,098,017 | $108.52M | $98.83 | No quote |
| 6 | PG | PROCTER & GAMBLE CO | 7.04% | Add +13.8% | 1,301,833 | $100.23M | $76.99 | No quote |
| 7 | ADP | AUTOMATIC DATA PROCESSING INC | 6.82% | New | 1,408,541 | $96.99M | $68.86 | No quote |
| 8 | MMM | 3M CO | 6.42% | Add +1.9% | 835,096 | $91.32M | $109.35 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 6.27% | Add +10.2% | 1,038,629 | $89.18M | $85.86 | No quote |
| 10 | PEP | PEPSICO INC | 5.62% | Add +15.8% | 978,146 | $80M | $81.79 | No quote |
| 11 | WAT | WATERS CORP | 5.23% | Add +25.5% | 744,352 | $74.47M | $100.05 | No quote |
| 12 | PM | PHILIP MORRIS INTL INC | 5.15% | Add +16.1% | 846,738 | $73.34M | $86.62 | No quote |
| 13 | CHH | CHOICE HOTELS INTL INC | 3.97% | Add +39.3% | 1,422,535 | $56.46M | $39.69 | No quote |
| 14 | CL | COLGATE PALMOLIVE CO | 3.16% | Add +114.2% | 784,868 | $44.97M | $57.29 | No quote |
| 15 | MCD | MCDONALDS CORP | 2.98% | Add +34.4% | 427,999 | $42.37M | $99.00 | No quote |
| 16 | SIAL | BARD C R INC | 2.00% | Reduce -36.8% | 261,549 | $28.43M | No quote | No quote |
| 17 | V | VISA INC | 1.72% | Add +7.9% | 133,894 | $24.47M | $182.75 | No quote |
| 19 | BDXB | BECTON DICKINSON AND CO | - | Sold | 0 | $0 | No quote | No quote |
| 18 | 5129REGWAY | AUTOMATIC DATA PROCESSING | - | Sold | 0 | $0 | No quote | No quote |