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 | MSFT | MICROSOFT | 9.08% | Add +0.0% | 12,190,529 | $1.92B | $157.70 | No quote |
| 2 | PYPL | PAYPAL HOLDINGS INC | 7.76% | Reduce -1.4% | 15,185,799 | $1.64B | $108.17 | No quote |
| 3 | PM | PHILIP MORRIS INTERNATIONAL | 6.79% | Reduce -0.2% | 16,899,236 | $1.44B | $85.09 | No quote |
| 4 | EL | ESTEE LAUDER | 6.71% | Add +1.6% | 6,875,587 | $1.42B | $206.54 | No quote |
| 5 | META | 6.39% | Add +1.6% | 6,588,286 | $1.35B | $205.25 | No quote | |
| 6 | SYK | STRYKER CORP | 6.03% | Add +2.3% | 6,082,992 | $1.28B | $209.94 | No quote |
| 7 | MKC | MCCORMICK & CO NON VTG SHRS | 5.92% | Add +1.2% | 7,379,711 | $1.25B | $169.73 | No quote |
| 8 | INTU | INTUIT INC | 5.87% | Add +1.8% | 4,743,046 | $1.24B | $261.93 | No quote |
| 9 | V | VISA INC CLASS A SHARES | 5.70% | Reduce -0.5% | 6,415,516 | $1.21B | $187.90 | No quote |
| 10 | IDXX | IDEXX LABORATORIES | 5.67% | Add +0.8% | 4,591,899 | $1.2B | $261.13 | No quote |
| 11 | WAT | WATERS CORP | 5.64% | Reduce -0.3% | 5,106,666 | $1.19B | $233.65 | No quote |
| 12 | PEP | PEPSICO INC | 5.47% | Add +2.2% | 8,469,394 | $1.16B | $136.67 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING | 5.21% | Reduce -0.3% | 6,464,198 | $1.1B | $170.50 | No quote |
| 14 | BDX | BECTON DICKINSON AND CO | 4.91% | Add +0.1% | 3,821,427 | $1.04B | $271.97 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.18% | Add +1.8% | 6,063,399 | $884.47M | $145.87 | No quote |
| 16 | BF/B | BROWN FORMAN CORP CLASS BCUSIP 115637209 | 3.08% | Add +4.2% | 9,630,607 | $651.03M | No quote | No quote |
| 17 | CLX | CLOROX COMPANY | 1.22% | New | 1,682,176 | $258.28M | $153.54 | No quote |
| 18 | VRSK | VERISK ANALYTICS | 0.44% | Add +16.3% | 621,663 | $92.84M | $149.34 | No quote |
| 19 | EFX | EQUIFAX | 0.43% | Add +5.4% | 654,288 | $91.68M | $140.12 | No quote |
| 20 | SABR | SABRE | 0.43% | Add +12.1% | 4,070,298 | $91.34M | $22.44 | No quote |
| 21 | MASI | MASIMO | 0.43% | - | 574,963 | $90.88M | $158.06 | No quote |
| 22 | ANSS | ANSYS | 0.42% | - | 347,128 | $89.35M | No quote | No quote |
| 23 | CHKP | CHECK POINT SOFTWARE TECH | 0.42% | Add +10.2% | 801,834 | $88.97M | $110.96 | No quote |
| 24 | IPGP | IPG PHOTONICS | 0.31% | Add +17.0% | 459,804 | $66.64M | $144.92 | No quote |
| 25 | CGNX | COGNEX | 0.31% | - | 1,167,817 | $65.44M | $56.04 | No quote |
| 26 | AOS | AO SMITH | 0.27% | Add +38.8% | 1,178,048 | $56.12M | No quote | No quote |
| 27 | VRSN | VERISIGN | 0.25% | - | 272,873 | $52.58M | $192.68 | No quote |
| 28 | MSCI | MSCI | 0.24% | - | 200,070 | $51.65M | $258.18 | No quote |
| 29 | PAYC | PAYCOM SOFTWARE | 0.21% | - | 170,928 | $45.26M | $264.76 | No quote |
| 30 | MAR | MARRIOTT INTERNATIONAL CL A | 0.12% | Reduce -18.7% | 171,758 | $26.01M | $151.43 | No quote |
| 31 | MELI | MERCADOLIBRE | 0.09% | Add +47.2% | 34,804 | $19.91M | $571.95 | No quote |
| 32 | CHD | CHURCH AND DWIGHT CO INC | - | Sold | 0 | $0 | No quote | No quote |