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 12 of 16 rows. Rows without a quote are marked unavailable.


1	MCD	MICROSOFT	10.12%	Add +22.5%	5,256,276	$219.19M	$41.70	No quote
2	SYK	STRYKER CORP	9.57%	Add +10.5%	2,459,488	$207.38M	$84.32	No quote
3	DPS	DR PEPPER SNAPPLE GROUP INC	9.05%	Add +4.0%	3,346,639	$196.05M	No quote	No quote
4	BDXB	BECTON DICKINSON & CO	7.78%	Reduce -0.7%	1,424,756	$168.55M	No quote	No quote
5	PEP	PEPSICO INC	7.78%	Add +17.2%	1,886,556	$168.55M	$89.34	No quote
6	DPZ	DOMINOS PIZZA INC	7.20%	-	2,134,570	$156.02M	$73.09	No quote
7	PM	PHILIP MORRIS INTL INC	6.94%	Add +27.6%	1,784,113	$150.42M	$84.31	No quote
8	JNJ	JOHNSON & JOHNSON	6.29%	Add +13.1%	1,303,385	$136.36M	$104.62	No quote
9	-	AUTOMATIC DATA PROCESSING INCCUSIP 53015103	5.75%	-	1,571,495	$124.59M	No quote	No quote
10	V	VISA INC	5.66%	Add +57.0%	581,984	$122.63M	$210.71	No quote
11	MMM	3M CO	5.52%	-	835,096	$119.62M	$143.24	No quote
12	PG	PROCTER & GAMBLE CO	5.13%	-	1,414,311	$111.15M	$78.59	No quote
13	SIAL	BARD CR INC	4.61%	Reduce -42.3%	697,953	$99.81M	No quote	No quote
14	CHH	CHOICE HOTELS INTL INC	3.12%	Add +64.8%	1,435,203	$67.61M	$47.11	No quote
15	EBAY	EBAY INC	2.75%	New	1,190,275	$59.59M	$50.06	No quote
16	CL	COLGATE PALMOLIVE CO	2.74%	Add +72.0%	870,912	$59.38M	$68.18	No quote