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 17 of 20 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.17% | Add +4.7% | 7,531,685 | $333.35M | $44.26 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 8.57% | Add +1.1% | 3,553,749 | $280.92M | No quote | No quote |
| 3 | PEP | PEPSICO INC | 8.53% | Add +15.4% | 2,965,356 | $279.63M | $94.30 | No quote |
| 4 | SYK | STRYKER CORP | 8.38% | Add +5.7% | 2,921,841 | $274.95M | $94.10 | No quote |
| 5 | BCR | BARD C R INC | 8.00% | Add +11.0% | 1,408,096 | $262.34M | No quote | No quote |
| 6 | JNJ | JOHNSON & JOHNSON | 7.68% | Add +16.6% | 2,696,170 | $251.69M | $93.35 | No quote |
| 7 | PM | PHILIP MORRIS INTL INC | 7.67% | Add +6.4% | 3,171,358 | $251.58M | $79.33 | No quote |
| 8 | MMM | 3M CO | 6.50% | Add +21.2% | 1,503,516 | $213.15M | $141.77 | No quote |
| 9 | BDX | BECTON DICKINSON & CO | 6.40% | Reduce -4.2% | 1,582,864 | $209.98M | $132.66 | No quote |
| 10 | V | VISA INC | 5.54% | Add +1.9% | 2,606,001 | $181.53M | $69.66 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 5.04% | Add +16.8% | 2,058,579 | $165.43M | $80.36 | No quote |
| 12 | PG | PROCTER & GAMBLE CO | 4.10% | Add +15.5% | 1,870,102 | $134.54M | $71.94 | No quote |
| 13 | PYPL | PAYPAL HLDGS INC | 4.04% | New | 4,269,126 | $132.51M | $31.04 | No quote |
| 14 | WAT | WATERS CORP | 2.88% | Add +156.8% | 798,099 | $94.34M | $118.21 | No quote |
| 15 | CL | COLGATE PALMOLIVE CO | 2.42% | - | 1,248,194 | $79.21M | $63.46 | No quote |
| 16 | IDXX | IDEXX LABS INC | 1.99% | Add +1217.3% | 880,486 | $65.38M | $74.25 | No quote |
| 17 | EBAY | EBAY INC | 1.71% | Reduce -46.2% | 2,296,306 | $56.12M | $24.44 | No quote |
| 18 | DPZ | DOMINOS PIZZA INC | 0.15% | Reduce -96.8% | 45,290 | $4.89M | $107.90 | No quote |
| 19 | DNKN | DUNKIN BRANDS GROUP INC | 0.12% | - | 80,148 | $3.93M | No quote | No quote |
| 20 | MAR | MARRIOT INTL INC NEW | 0.11% | - | 54,182 | $3.7M | $68.20 | No quote |