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 18 rows. Rows without a quote are marked unavailable.
| 1 | PYPL | PAYPAL HOLDINGS INC | 9.43% | Reduce -0.1% | 15,209,740 | $1.27B | $83.27 | No quote |
| 2 | MCD | MICROSOFT | 8.87% | New | 12,080,320 | $1.19B | $98.61 | No quote |
| 3 | META | 7.98% | Add +7.3% | 5,517,803 | $1.07B | $194.32 | No quote | |
| 4 | IDXX | IDEXX LABORATORIES | 7.18% | Add +0.0% | 4,429,104 | $965.28M | $217.94 | No quote |
| 5 | SYK | STRYKER CORP | 6.93% | Add +0.0% | 5,516,662 | $931.54M | $168.86 | No quote |
| 6 | WAT | WATERS CORP | 6.81% | Add +8.3% | 4,728,994 | $915.49M | $193.59 | No quote |
| 7 | BDX | BECTON DICKINSON AND CO | 6.66% | Add +3.6% | 3,735,079 | $894.78M | $239.56 | No quote |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 6.29% | Add +17.6% | 10,475,148 | $845.76M | $80.74 | No quote |
| 9 | PEP | PEPSICO INC | 6.22% | Add +16.7% | 7,681,927 | $836.33M | $108.87 | No quote |
| 10 | INTU | INTUI INC | 6.04% | Add +0.0% | 3,969,347 | $810.96M | $204.30 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING | 5.78% | Add +0.1% | 5,786,490 | $776.2M | $134.14 | No quote |
| 12 | V | VISA INC CLASS A SHARES | 5.64% | Reduce -0.0% | 5,719,877 | $757.6M | $132.45 | No quote |
| 13 | EL | ESTEE LAUDER | 5.22% | Add +14.1% | 4,916,559 | $701.54M | $142.69 | No quote |
| 14 | MMM | 3M CO | 4.98% | Add +25.8% | 3,398,172 | $668.49M | $196.72 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.11% | Add +5.3% | 4,555,486 | $552.76M | $121.34 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 1.73% | Add +14.7% | 3,586,659 | $232.45M | $64.81 | No quote |
| 17 | MAR | MARRIOTT INTERNATIONAL CL A | 0.13% | Add +0.6% | 137,544 | $17.41M | $126.59 | No quote |
| 18 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |