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 | MSFT | MICROSOFT | 9.26% | New | 12,074,060 | $1.38B | $114.37 | No quote |
| 2 | PYPL | PAYPAL HOLDINGS INC | 8.96% | Reduce -0.1% | 15,202,210 | $1.34B | $87.84 | No quote |
| 3 | IDXX | IDEXX LABORATORIES | 7.41% | Reduce -0.1% | 4,426,643 | $1.11B | $249.66 | No quote |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | 6.79% | Add +18.5% | 12,409,367 | $1.01B | $81.54 | No quote |
| 5 | SYK | STRYKER CORP | 6.58% | Add +0.1% | 5,521,353 | $981.03M | $177.68 | No quote |
| 6 | META | 6.57% | Add +8.0% | 5,960,662 | $980.29M | $164.46 | No quote | |
| 7 | WAT | WATERS CORP | 6.56% | Add +6.3% | 5,026,559 | $978.57M | $194.68 | No quote |
| 8 | BDX | BECTON DICKINSON AND CO | 6.55% | Add +0.2% | 3,743,042 | $976.93M | $261.00 | No quote |
| 9 | INTU | INTUI INC | 6.24% | Add +3.0% | 4,090,229 | $930.12M | $227.40 | No quote |
| 10 | PEP | PEPSICO INC | 6.13% | Add +6.4% | 8,170,141 | $913.42M | $111.80 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING | 5.87% | Add +0.5% | 5,812,535 | $875.72M | $150.66 | No quote |
| 12 | V | VISA INC CLASS A SHARES | 5.75% | Reduce -0.1% | 5,715,741 | $857.88M | $150.09 | No quote |
| 13 | EL | ESTEE LAUDER | 5.73% | Add +19.6% | 5,880,997 | $854.63M | $145.32 | No quote |
| 14 | MMM | 3M CO | 4.93% | Add +2.6% | 3,486,738 | $734.69M | $210.71 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.25% | Add +0.6% | 4,581,202 | $632.99M | $138.17 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 2.27% | Add +41.1% | 5,061,560 | $338.87M | $66.95 | No quote |
| 17 | MAR | MARRIOTT INTERNATIONAL CL A | 0.14% | Add +16.1% | 159,638 | $21.08M | $132.03 | No quote |
| 18 | MCD | MICROSOFT | - | Sold | 0 | $0 | No quote | No quote |