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 29 of 32 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 8.73% | Reduce -0.4% | 12,026,986 | $1.38B | $114.37 | No quote |
| 2 | PYPL | PAYPAL HOLDINGS INC | 8.48% | - | 15,202,210 | $1.34B | $87.84 | No quote |
| 3 | IDXX | IDEXX LABORATORIES | 7.03% | Add +0.1% | 4,432,292 | $1.11B | $249.66 | No quote |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | 6.42% | - | 12,409,367 | $1.01B | $81.54 | No quote |
| 5 | META | 6.39% | Add +2.7% | 6,119,785 | $1.01B | $164.46 | No quote | |
| 6 | INTU | INTUIT INC | 6.39% | Add +8.2% | 4,425,774 | $1.01B | $227.40 | No quote |
| 7 | SYK | STRYKER CORP | 6.24% | Add +0.1% | 5,529,153 | $982.42M | $177.68 | No quote |
| 8 | BDX | BECTON DICKINSON AND CO | 6.19% | Reduce -0.2% | 3,735,706 | $975.02M | $261.00 | No quote |
| 9 | WAT | WATERS CORP | 6.16% | Reduce -0.9% | 4,983,259 | $970.14M | $194.68 | No quote |
| 10 | PEP | PEPSICO INC | 5.80% | - | 8,170,141 | $913.42M | $111.80 | No quote |
| 11 | EL | ESTEE LAUDER | 5.80% | Add +6.8% | 6,282,397 | $912.96M | $145.32 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING | 5.67% | Add +2.0% | 5,927,691 | $893.07M | $150.66 | No quote |
| 13 | V | VISA INC CLASS A SHARES | 5.46% | Add +0.2% | 5,725,371 | $859.32M | $150.09 | No quote |
| 14 | MMM | 3M CO | 4.66% | - | 3,486,738 | $734.69M | $210.71 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.02% | - | 4,581,202 | $632.99M | $138.17 | No quote |
| 16 | MKC | MCCORMICK & CO NON VTG SHRS | 2.25% | New | 2,688,994 | $354.28M | $131.75 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 0.95% | Reduce -56.1% | 2,223,446 | $148.86M | $66.95 | No quote |
| 18 | MASI | MASIMO | 0.33% | New | 479,372 | $51.47M | $107.37 | No quote |
| 19 | CHKP | CHECK POINT SOFTWARE TECH | 0.31% | New | 479,073 | $49.18M | $102.65 | No quote |
| 20 | EFX | EQUIFAX | 0.31% | New | 527,747 | $49.15M | $93.13 | No quote |
| 21 | VRSK | VERISK ANALYTICS | 0.31% | New | 450,436 | $49.12M | $109.04 | No quote |
| 22 | SABR | SABRE | 0.31% | New | 2,262,871 | $48.97M | $21.64 | No quote |
| 23 | CDK | CDK GBL. | 0.28% | New | 922,783 | $44.18M | No quote | No quote |
| 24 | VRSN | VERISIGN | 0.26% | New | 272,873 | $40.46M | $148.29 | No quote |
| 25 | CGNX | COGNEX | 0.25% | New | 1,033,167 | $39.95M | $38.67 | No quote |
| 26 | ANSS | ANSYS | 0.25% | New | 273,041 | $39.03M | No quote | No quote |
| 27 | AOS | AO SMITH | 0.19% | New | 689,903 | $29.46M | No quote | No quote |
| 28 | MAR | MARRIOTT INTERNATIONAL CL A | 0.15% | Add +13.8% | 181,589 | $23.98M | $132.03 | No quote |
| 29 | MSCI | MSCI | 0.14% | New | 144,247 | $21.27M | $147.43 | No quote |
| 30 | PAYC | PAYCOM SOFTWARE | 0.13% | New | 170,928 | $20.93M | $122.45 | No quote |
| 31 | IPGP | IPG PHOTONICS | 0.12% | New | 169,115 | $19.16M | $113.29 | No quote |
| 32 | MELI | MERCADOLIBRE | 0.03% | New | 18,267 | $5.35M | $292.82 | No quote |