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 15 rows. Rows without a quote are marked unavailable.


1	SYK	STRYKER CORP	9.51%	Add +5.3%	2,225,955	$181.35M	$81.47	No quote
2	SIAL	BARD CR INC	9.37%	Add +172.7%	1,209,341	$178.68M	No quote	No quote
3	MCD	MICROSOFT	9.23%	Add +3.6%	4,290,030	$175.85M	$40.99	No quote
4	DPS	DR PEPPER SNAPPLE GROUP INC	9.20%	Add +6.0%	3,218,586	$175.28M	No quote	No quote
5	BDXB	BECTON DICKINSON & CO	8.82%	Add +22.0%	1,435,203	$168.03M	No quote	No quote
6	DPZ	DOMINOS PIZZA INC	8.62%	-	2,134,570	$164.3M	$76.97	No quote
7	PEP	PEPSICO INC	7.05%	Add +30.9%	1,609,367	$134.38M	$83.50	No quote
8	-	AUTOMATIC DATA PROCESSING INCCUSIP 53015103	6.37%	Add +11.6%	1,571,495	$121.41M	No quote	No quote
9	PM	PHILIP MORRIS INTL INC	6.01%	Add +25.0%	1,398,707	$114.51M	$81.87	No quote
10	MMM	3M CO	5.94%	-	835,096	$113.29M	$135.66	No quote
11	JNJ	JOHNSON & JOHNSON	5.94%	Add +10.8%	1,152,868	$113.25M	$98.23	No quote
12	PG	PROCTER & GAMBLE CO	5.93%	Add +8.6%	1,414,311	$113.09M	$79.96	No quote
13	V	VISA INC	4.20%	Add +49.1%	370,764	$80.03M	$215.86	No quote
14	CHH	CHOICE HOTELS INTL INC	2.09%	Reduce -38.3%	870,912	$39.9M	$45.82	No quote
15	CL	COLGATE PALMOLIVE CO	1.71%	Reduce -39.8%	506,402	$32.67M	$64.52	No quote