Terry Smith - Fundsmith
As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.05%
- 1-year
- +5.20%
- 3-year
- +33.89%
- 5-year
- +14.23%
- 3-year vs S&P 500
- -39.36%
- 5-year vs S&P 500
- -59.87%
- 5-year top 5
- -13.85%
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 2026-09-19 from SEC 13F data.
Live quotes available for 17 of 20 rows. Rows without a quote are marked unavailable.
| 1 | SJM | SMUCKER J M CO | 8.33% | Add +68.3% | 3,450,789 | $525.94M | $152.41 | No quote |
| 2 | BCR | BARD C R INC | 8.18% | Add +24.7% | 2,197,626 | $516.22M | No quote | No quote |
| 3 | SYK | STRYKER CORP | 7.46% | Add +9.1% | 3,932,735 | $471.26M | $119.83 | No quote |
| 4 | MSFT | MICROSOFT CORP | 7.16% | Add +12.4% | 8,837,391 | $452.21M | $51.17 | No quote |
| 5 | JNJ | JOHNSON & JOHNSON | 7.12% | Add +24.1% | 3,704,693 | $449.38M | $121.30 | No quote |
| 6 | PM | PHILIP MORRIS INTL INC | 7.04% | Add +11.6% | 4,367,647 | $444.28M | $101.72 | No quote |
| 7 | IDXX | IDEXX LABS INC | 6.57% | Add +6.1% | 4,469,336 | $415.02M | $92.86 | No quote |
| 8 | PEP | PEPSICO INC | 5.94% | Add +13.6% | 3,540,086 | $375.04M | $105.94 | No quote |
| 9 | PYPL | PAYPAL HLDGS INC | 5.72% | Add +114.2% | 9,896,155 | $361.31M | $36.51 | No quote |
| 10 | DPS | DR PEPPER SNAPPLE GROUP INC | 5.51% | - | 3,601,159 | $347.98M | No quote | No quote |
| 11 | WAT | WATERS CORP | 5.44% | Add +66.4% | 2,441,318 | $343.37M | $140.65 | No quote |
| 12 | MMM | 3M CO | 5.37% | Add +28.8% | 1,936,501 | $339.12M | $175.12 | No quote |
| 13 | V | VISA INC | 5.31% | Add +15.2% | 4,517,080 | $335.03M | $74.17 | No quote |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | 4.86% | Add +15.1% | 3,336,791 | $306.55M | $91.87 | No quote |
| 15 | BDX | BECTON DICKINSON & CO | 4.82% | Add +11.1% | 1,793,493 | $304.16M | $169.59 | No quote |
| 16 | EL | LAUDER ESTEE COS INC | 3.35% | New | 2,323,286 | $211.47M | $91.02 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.60% | Add +7.0% | 1,384,087 | $100.79M | $72.82 | No quote |
| 18 | MAR | MARRIOTT INTL INC NEW | 0.21% | New | 196,378 | $13.05M | $66.46 | No quote |
| 19 | ORCL | ORACLE CORP | 0.01% | New | 22,526 | $919K | $40.80 | No quote |
| 20 | DNKN | DUNKIN BRANDS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |