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 15 of 21 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 10.49% | - | 7,531,685 | $417.86M | $55.48 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 8.32% | - | 3,553,749 | $331.21M | No quote | No quote |
| 3 | PM | PHILIP MORRIS INTL INC | 7.99% | Add +14.0% | 3,616,490 | $317.93M | $87.91 | No quote |
| 4 | PEP | PEPSICO INC | 7.75% | Add +4.1% | 3,087,414 | $308.49M | $99.92 | No quote |
| 5 | BCR | BARD C R INC | 7.54% | Add +12.8% | 1,587,842 | $300.39M | No quote | No quote |
| 6 | SYK | STRYKER CORP | 7.47% | Add +9.5% | 3,198,463 | $297.27M | $92.94 | No quote |
| 7 | JNJ | JOHNSON & JOHNSON | 7.33% | Add +5.3% | 2,840,028 | $291.73M | $102.72 | No quote |
| 8 | BDX | BECTON DICKINSON & CO | 6.13% | - | 1,582,864 | $243.9M | $154.09 | No quote |
| 9 | MMM | 3M CO | 5.69% | - | 1,503,516 | $226.49M | $150.64 | No quote |
| 10 | V | VISA INC | 5.44% | Add +7.1% | 2,791,621 | $216.49M | $77.55 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 5.24% | Add +19.7% | 2,464,152 | $208.76M | $84.72 | No quote |
| 12 | IDXX | IDEXX LABS INC | 4.56% | Add +182.9% | 2,491,168 | $181.66M | $72.92 | No quote |
| 13 | WAT | WATERS CORP | 3.90% | Add +44.5% | 1,153,182 | $155.2M | $134.58 | No quote |
| 14 | PYPL | PAYPAL HLDGS INC | 3.87% | Reduce -0.4% | 4,251,886 | $153.92M | $36.20 | No quote |
| 15 | PG | PROCTER & GAMBLE CO | 3.70% | - | 1,870,102 | $147.23M | $78.73 | No quote |
| 16 | SJM | SMUCKER J M CO | 2.35% | New | 758,133 | $93.51M | $123.34 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 2.15% | Add +3.6% | 1,293,729 | $85.66M | $66.21 | No quote |
| 18 | DNKN | DUNKIN BRANDS GROUP INC | 0.10% | Add +11.4% | 89,269 | $3.8M | No quote | No quote |
| 21 | MAR | MARRIOT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 20 | EBAY | EBAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | DPZ | DOMINOS PIZZA INC | - | Sold | 0 | $0 | No quote | No quote |