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


1	MCD	MICROSOFT CORP	10.13%	Add +11.4%	6,116,468	$284.11M	$46.45	No quote
2	DPS	DR PEPPER SNAPPLE GROUP INC	8.98%	Add +4.1%	3,514,615	$251.93M	No quote	No quote
3	SYK	STRYKER CORP	8.71%	Add +2.0%	2,590,890	$244.4M	$94.33	No quote
4	BDX	BECTON DICKINSON & CO	8.51%	Add +12.4%	1,714,997	$238.66M	$139.16	No quote
5	PM	PHILIP MORRIS INTL INC	7.23%	Add +28.1%	2,488,707	$202.71M	$81.45	No quote
6	DPZ	DOMINOS PIZZA INC	7.17%	-	2,134,570	$201.01M	$94.17	No quote
7	PEP	PEPSICO INC	6.63%	Add +4.3%	1,967,897	$186.08M	$94.56	No quote
8	EBAY	EBAY INC	6.15%	Add +58.6%	3,073,912	$172.51M	$56.12	No quote
9	JNJ	JOHNSON & JOHNSON	6.08%	Add +13.6%	1,629,983	$170.45M	$104.57	No quote
10	V	VISA INC	5.59%	-	597,748	$156.73M	$262.20	No quote
11	SIAL	BARD C R INC	5.56%	Add +17.0%	936,922	$155.91M	No quote	No quote
12	MMM	3M CO	5.08%	Add +2.3%	866,465	$142.38M	$164.32	No quote
13	PG	PROCTER & GAMBLE CO	4.97%	Add +7.5%	1,541,919	$139.45M	$90.44	No quote
14	ADP	AUTOMATIC DATA PROCESSING INC	4.90%	Add +3.6%	1,649,776	$137.54M	$83.37	No quote
15	CL	COLGATE PALMOLIVE CO	2.39%	-	972,598	$66.93M	$68.82	No quote
16	CHH	CHOICE HOTELS INTL INC	1.92%	Reduce -21.5%	961,757	$53.88M	$56.02	No quote