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 2026-09-12 from SEC 13F data.
Live quotes available for 29 of 32 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 8.72% | Reduce -1.4% | 11,901,040 | $1.36M | $0.11 | No quote |
| 2 | PYPL | PAYPAL HOLDINGS INC | 8.53% | Reduce -0.3% | 15,157,619 | $1.33M | $0.09 | No quote |
| 3 | IDXX | IDEXX LABORATORIES | 7.01% | Reduce -1.0% | 4,382,048 | $1.09M | $0.25 | No quote |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | 6.43% | Reduce -0.8% | 12,308,123 | $1M | $0.08 | No quote |
| 5 | META | 6.42% | Add +2.2% | 6,092,839 | $1M | $0.16 | No quote | |
| 6 | INTU | INTUIT INC | 6.39% | Add +7.3% | 4,388,174 | $997.87K | $0.23 | No quote |
| 7 | BDX | BECTON DICKINSON AND CO | 6.23% | Reduce -0.4% | 3,729,405 | $973.37K | $0.26 | No quote |
| 8 | SYK | STRYKER CORP | 6.22% | Reduce -0.9% | 5,469,325 | $971.79K | $0.18 | No quote |
| 9 | WAT | WATERS CORP | 6.15% | Reduce -1.9% | 4,933,327 | $960.42K | $0.19 | No quote |
| 10 | EL | ESTEE LAUDER | 5.84% | Add +6.7% | 6,275,561 | $911.97K | $0.15 | No quote |
| 11 | PEP | PEPSICO INC | 5.80% | Reduce -0.9% | 8,099,198 | $905.49K | $0.11 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING | 5.66% | Add +0.9% | 5,863,113 | $883.34K | $0.15 | No quote |
| 13 | V | VISA INC CLASS A SHARES | 5.42% | Reduce -1.3% | 5,644,266 | $847.15K | $0.15 | No quote |
| 14 | MMM | 3M CO | 4.64% | Reduce -1.4% | 3,439,447 | $724.73K | $0.21 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.05% | Reduce -0.1% | 4,574,375 | $632.04K | $0.14 | No quote |
| 16 | MKC | MCCORMICK & CO NON VTG SHRS | 2.23% | New | 2,648,658 | $348.96K | $0.13 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 0.94% | Reduce -56.9% | 2,181,181 | $146.03K | $0.07 | No quote |
| 18 | MASI | MASIMO | 0.33% | New | 479,372 | $51.47K | $0.11 | No quote |
| 19 | CHKP | CHECK POINT SOFTWARE TECH | 0.31% | New | 479,073 | $49.18K | $0.10 | No quote |
| 20 | EFX | EQUIFAX | 0.31% | New | 527,747 | $49.15K | $0.09 | No quote |
| 21 | VRSK | VERISK ANALYTICS | 0.31% | New | 450,436 | $49.12K | $0.11 | No quote |
| 22 | SABR | SABRE | 0.31% | New | 2,262,871 | $48.97K | $0.02 | No quote |
| 23 | CDK | CDK GBL. | 0.28% | New | 922,783 | $44.18K | No quote | No quote |
| 24 | VRSN | VERISIGN | 0.26% | New | 272,873 | $40.46K | $0.15 | No quote |
| 25 | CGNX | COGNEX | 0.26% | New | 1,033,167 | $39.95K | $0.04 | No quote |
| 26 | ANSS | ANSYS | 0.25% | New | 273,041 | $39.03K | No quote | No quote |
| 27 | AOS | AO SMITH | 0.19% | New | 689,903 | $29.46K | No quote | No quote |
| 28 | MSCI | MSCI | 0.14% | New | 144,247 | $21.27K | $0.15 | No quote |
| 29 | PAYC | PAYCOM SOFTWARE | 0.13% | New | 170,928 | $20.93K | $0.12 | No quote |
| 30 | IPGP | IPG PHOTONICS | 0.12% | New | 169,115 | $19.16K | $0.11 | No quote |
| 31 | MAR | MARRIOTT INTERNATIONAL CL A | 0.09% | Reduce -35.2% | 103,472 | $13.66K | $0.13 | No quote |
| 32 | MELI | MERCADOLIBRE | 0.03% | New | 18,267 | $5.35K | $0.29 | No quote |