Terry Smith - Fundsmith

As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.

Copy-investor backtest

Latest quarter: +9.13%
1-year: +5.28%
3-year: +33.99%
5-year: +13.82%
3-year vs S&P 500: -39.25%
5-year vs S&P 500: -60.27%
5-year top 5: -13.81%

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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 11 of 16 rows. Rows without a quote are marked unavailable.


1	SYK	STRYKER CORP	9.86%	Add +1.1%	2,114,386	$158.88M	$75.14	No quote
2	MCD	MICROSOFT CORP	9.62%	Add +1.2%	4,142,263	$154.96M	$37.41	No quote
3	DPZ	DOMINOS PIZZA INC	9.23%	Reduce -4.3%	2,134,570	$148.67M	$69.65	No quote
4	DPS	DR PEPPER SNAPPLE GROUP INC	9.18%	-	3,036,706	$147.95M	No quote	No quote
5	BDXB	BECTON DICKINSON & CO	8.07%	Add +2.7%	1,176,328	$129.97M	No quote	No quote
6	MMM	3M CO	7.27%	-	835,096	$117.12M	$140.25	No quote
7	-	AUTOMATIC DATA PROCESSING INCCUSIP 53015103	7.06%	-	1,408,541	$113.8M	No quote	No quote
8	PG	PROCTER & GAMBLE CO	6.58%	-	1,301,833	$105.98M	$81.41	No quote
9	PEP	PEPSICO INC	6.33%	Add +7.1%	1,229,894	$102.01M	$82.94	No quote
10	PM	PHILIP MORRIS INTL INC	6.05%	Add +13.0%	1,119,353	$97.53M	$87.13	No quote
11	JNJ	JOHNSON & JOHNSON	5.92%	Add +0.2%	1,040,791	$95.33M	$91.59	No quote
12	CHH	CHOICE HOTELS INTL INC	4.30%	Reduce -0.8%	1,411,382	$69.31M	$49.11	No quote
13	SIAL	BARD CR INC	3.68%	Add +3.1%	443,414	$59.3M	No quote	No quote
14	V	VISA INC	3.44%	-	248,634	$55.37M	$222.68	No quote
15	CL	COLGATE PALMOLIVE CO	3.40%	-	841,004	$54.84M	$65.21	No quote
16	WAT	WATERS CORP	-	Sold	0	$0	No quote	No quote