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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 16 of 22 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.00% | Add +0.1% | 7,193,620 | $317.6M | $44.15 | No quote |
| 2 | SYK | STRYKER CORP | 8.31% | Add +2.5% | 2,763,395 | $264.1M | $95.57 | No quote |
| 3 | EBAY | EBAY INC | 8.09% | Add +7.4% | 4,269,126 | $257.17M | $60.24 | No quote |
| 4 | DPS | DR PEPPER SNAPPLE GROUP INC | 8.06% | - | 3,514,615 | $256.22M | No quote | No quote |
| 5 | PEP | PEPSICO INC | 7.55% | Add +18.4% | 2,570,158 | $239.9M | $93.34 | No quote |
| 6 | PM | PHILIP MORRIS INTL INC | 7.52% | Add +1.3% | 2,979,388 | $238.86M | $80.17 | No quote |
| 7 | BDX | BECTON DICKINSON & CO | 7.36% | New | 1,651,879 | $233.99M | $141.65 | No quote |
| 8 | JNJ | JOHNSON & JOHNSON | 7.09% | Add +21.6% | 2,312,869 | $225.41M | $97.46 | No quote |
| 9 | BCR | BARD C R INC | 6.81% | Add +9.8% | 1,268,364 | $216.22M | No quote | No quote |
| 10 | MMM | 3M CO | 6.03% | Add +34.8% | 1,240,946 | $191.48M | $154.30 | No quote |
| 11 | V | VISA INC | 5.41% | Add +0.4% | 2,557,790 | $171.76M | $67.15 | No quote |
| 12 | DPZ | DOMINOS PIZZA INC | 5.10% | Reduce -33.0% | 1,429,387 | $162.09M | $113.40 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING INC | 4.45% | New | 1,762,562 | $141.41M | $80.23 | No quote |
| 14 | PG | PROCTER & GAMBLE CO | 3.99% | - | 1,618,689 | $126.65M | $78.24 | No quote |
| 15 | CL | COLGATE PALMOLIVE CO | 2.57% | Add +15.4% | 1,248,194 | $81.64M | $65.41 | No quote |
| 16 | WAT | WATERS CORP | 1.26% | - | 310,736 | $39.89M | $128.38 | No quote |
| 17 | DNKN | DUNKIN BRANDS GROUP INC | 0.14% | - | 80,148 | $4.41M | No quote | No quote |
| 18 | IDXX | IDEXX LABS INC | 0.13% | Add +162.2% | 66,840 | $4.29M | $64.14 | No quote |
| 19 | MAR | MARRIOT INTL INC NEW | 0.13% | Add +9.6% | 54,182 | $4.03M | $74.40 | No quote |
| 22 | CHH | CHOICE HOTELS INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | BDXB | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 20 | - | AUTOMATIC DATA PROCESSING INCCUSIP 53015103 | - | Sold | 0 | $0 | No quote | No quote |