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 28 of 32 rows. Rows without a quote are marked unavailable.
| 1 | PYPL | PAYPAL HOLDINGS INC | 9.05% | Add +1.2% | 15,338,423 | $1.59B | $103.84 | No quote |
| 2 | MSFT | MICROSOFT | 8.14% | Add +2.0% | 12,140,368 | $1.43B | $117.94 | No quote |
| 3 | WAT | WATERS CORP | 7.19% | Add +1.9% | 5,026,757 | $1.27B | $251.71 | No quote |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | 6.69% | Add +8.2% | 13,315,376 | $1.18B | $88.39 | No quote |
| 5 | INTU | INTUIT INC | 6.66% | Add +2.1% | 4,481,318 | $1.17B | $261.41 | No quote |
| 6 | SYK | STRYKER CORP | 6.27% | Add +2.1% | 5,581,841 | $1.1B | $197.52 | No quote |
| 7 | EL | ESTEE LAUDER | 6.24% | Add +5.7% | 6,631,703 | $1.1B | $165.55 | No quote |
| 8 | META | 6.03% | Add +4.5% | 6,367,698 | $1.06B | $166.69 | No quote | |
| 9 | PEP | PEPSICO INC | 5.76% | Add +2.1% | 8,269,554 | $1.01B | $122.55 | No quote |
| 10 | IDXX | IDEXX LABORATORIES | 5.68% | Add +1.9% | 4,467,341 | $998.9M | $223.60 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING | 5.44% | Add +2.2% | 5,994,171 | $957.51M | $159.74 | No quote |
| 12 | BDX | BECTON DICKINSON AND CO | 5.35% | Add +1.1% | 3,771,159 | $941.77M | $249.73 | No quote |
| 13 | V | VISA INC CLASS A SHARES | 5.14% | Add +2.6% | 5,789,403 | $904.25M | $156.19 | No quote |
| 14 | MKC | MCCORMICK & CO NON VTG SHRS | 4.45% | Add +96.5% | 5,204,584 | $783.97M | $150.63 | No quote |
| 15 | MMM | 3M CO | 4.18% | Add +2.8% | 3,536,774 | $734.87M | $207.78 | No quote |
| 16 | JNJ | JOHNSON & JOHNSON | 3.65% | Add +0.6% | 4,599,735 | $643M | $139.79 | No quote |
| 17 | EFX | EQUIFAX | 0.39% | Add +9.6% | 578,511 | $68.55M | $118.50 | No quote |
| 18 | VRSK | VERISK ANALYTICS | 0.39% | Add +14.0% | 513,680 | $68.32M | $133.00 | No quote |
| 19 | MASI | MASIMO | 0.39% | Add +2.4% | 490,663 | $67.85M | $138.28 | No quote |
| 20 | CHKP | CHECK POINT SOFTWARE TECH | 0.38% | Add +9.4% | 524,186 | $66.3M | $126.49 | No quote |
| 21 | SABR | SABRE | 0.36% | Add +31.1% | 2,967,828 | $63.48M | $21.39 | No quote |
| 22 | CDK | CDK GBL. | 0.31% | - | 922,783 | $54.28M | No quote | No quote |
| 23 | ANSS | ANSYS | 0.30% | Add +7.1% | 292,526 | $53.45M | No quote | No quote |
| 24 | CGNX | COGNEX | 0.30% | - | 1,033,167 | $52.55M | $50.86 | No quote |
| 25 | VRSN | VERISIGN | 0.28% | - | 272,873 | $49.54M | $181.56 | No quote |
| 26 | AOS | AO SMITH | 0.23% | Add +10.7% | 763,583 | $40.71M | No quote | No quote |
| 27 | MSCI | MSCI | 0.21% | Add +31.0% | 188,920 | $37.57M | $198.84 | No quote |
| 28 | IPGP | IPG PHOTONICS | 0.19% | Add +29.3% | 218,607 | $33.18M | $151.78 | No quote |
| 29 | PAYC | PAYCOM SOFTWARE | 0.18% | - | 170,928 | $32.33M | $189.13 | No quote |
| 30 | MAR | MARRIOTT INTERNATIONAL CL A | 0.13% | Add +74.0% | 180,080 | $22.53M | $125.09 | No quote |
| 31 | MELI | MERCADOLIBRE | 0.05% | - | 18,267 | $9.28M | $507.75 | No quote |
| 32 | CL | COLGATE PALMOLIVE CO | - | Sold | 0 | $0 | No quote | No quote |