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 19 rows. Rows without a quote are marked unavailable.
| 1 | BCR | BARD C R INC | 8.44% | Reduce -0.2% | 2,547,140 | $804.52M | No quote | No quote |
| 2 | PYPL | PAYPAL HLDGS INC | 7.91% | Add +6.8% | 14,051,261 | $754.13M | $53.67 | No quote |
| 3 | MSFT | MICROSOFT CORP | 7.75% | Add +5.1% | 10,720,725 | $738.98M | $68.93 | No quote |
| 4 | SYK | STRYKER CORP | 7.53% | Add +0.0% | 5,176,005 | $718.33M | $138.78 | No quote |
| 5 | IDXX | IDEXX LABS INC | 7.53% | Reduce -0.8% | 4,446,040 | $717.68M | $161.42 | No quote |
| 6 | WAT | WATERS CORP | 7.39% | Add +11.7% | 3,833,955 | $704.83M | $183.84 | No quote |
| 7 | PEP | PEPSICO INC | 6.46% | Reduce -0.7% | 5,334,959 | $616.13M | $115.49 | No quote |
| 8 | PM | PHILIP MORRIS INTL INC | 6.45% | Add +1.5% | 5,240,912 | $615.55M | $117.45 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 5.66% | Reduce -0.6% | 4,078,477 | $539.54M | $132.29 | No quote |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | 5.56% | Add +29.0% | 5,176,340 | $530.37M | $102.46 | No quote |
| 11 | V | VISA INC | 5.13% | Add +5.3% | 5,217,623 | $489.31M | $93.78 | No quote |
| 12 | DPS | DR PEPPER SNAPPLE GROUP INC | 5.06% | Reduce -0.7% | 5,291,897 | $482.15M | No quote | No quote |
| 13 | BDX | BECTON DICKINSON & CO | 4.71% | Add +0.3% | 2,302,590 | $449.26M | $195.11 | No quote |
| 14 | MMM | 3M CO | 4.70% | Add +10.2% | 2,154,065 | $448.45M | $208.19 | No quote |
| 15 | EL | LAUDER ESTEE COS INC | 3.87% | Add +3.2% | 3,845,509 | $369.09M | $95.98 | No quote |
| 16 | SJM | SMUCKER J M CO | 2.52% | Reduce -43.5% | 2,043,846 | $240.3M | $117.57 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.63% | Reduce -0.9% | 2,105,319 | $155.2M | $73.72 | No quote |
| 18 | INTU | INTUIT | 1.51% | New | 1,090,434 | $144.46M | $132.48 | No quote |
| 19 | MAR | MARRIOTT INTL INC NEW | 0.19% | Add +0.0% | 184,750 | $18.53M | $100.28 | No quote |