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 12 of 19 rows. Rows without a quote are marked unavailable.
| 1 | DPZ | DOMINOS PIZZA INC | 10.08% | - | 2,229,652 | $151.51M | $67.95 | No quote |
| 2 | SYK | STRYKER CORP | 9.41% | Add +3.5% | 2,091,159 | $141.34M | $67.59 | No quote |
| 3 | MCD | MICROSOFT CORP | 9.07% | Add +856.6% | 4,094,461 | $136.26M | $33.28 | No quote |
| 4 | DPS | DR PEPPER SNAPPLE GROUP INC | 9.06% | Add +7.3% | 3,036,706 | $136.11M | No quote | No quote |
| 5 | BDXB | BECTON DICKINSON & CO | 7.62% | New | 1,145,413 | $114.56M | No quote | No quote |
| 6 | 5129REGWAY | AUTOMATIC DATA PROCESSING INC | 6.79% | New | 1,408,541 | $101.95M | No quote | No quote |
| 7 | MMM | 3M CO | 6.64% | - | 835,096 | $99.72M | $119.41 | No quote |
| 8 | PG | PROCTER & GAMBLE CO | 6.55% | - | 1,301,833 | $98.41M | $75.59 | No quote |
| 9 | PEP | PEPSICO INC | 6.08% | Add +17.4% | 1,148,821 | $91.33M | $79.50 | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 5.99% | - | 1,038,629 | $90.04M | $86.69 | No quote |
| 11 | PM | PHILIP MORRIS INTL INC | 5.71% | Add +17.0% | 990,377 | $85.76M | $86.59 | No quote |
| 12 | CHH | CHOICE HOTELS INTL INC | 4.07% | - | 1,422,535 | $61.17M | $43.00 | No quote |
| 13 | CL | COLGATE PALMOLIVE CO | 3.30% | Add +7.2% | 841,004 | $49.6M | $58.98 | No quote |
| 14 | SIAL | BARD CR INC | 3.30% | Add +64.5% | 430,224 | $49.56M | No quote | No quote |
| 15 | WAT | WATERS CORP | 3.17% | Reduce -39.7% | 449,096 | $47.7M | $106.21 | No quote |
| 16 | V | VISA INC | 3.16% | Add +85.7% | 248,634 | $47.51M | $191.10 | No quote |
| 19 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | BDX | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 17 | ADP | AUTOMATIC DATA PROCESSING INC | - | Sold | 0 | $0 | No quote | No quote |