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 31 of 35 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 10.62% | Reduce -0.1% | 11,954,858 | $2.43B | $203.51 | |
| 2 | PYPL | PAYPAL HOLDINGS INC | 9.42% | Reduce -0.1% | 12,388,814 | $2.16B | $174.23 | |
| 3 | META | 6.38% | Add +0.1% | 6,443,510 | $1.46B | $227.07 | ||
| 4 | IDXX | IDEXX LABORATORIES | 6.11% | Reduce -0.1% | 4,240,711 | $1.4B | $330.16 | |
| 5 | INTU | INTUIT INC | 5.93% | Add +3.0% | 4,590,217 | $1.36B | $296.19 | |
| 6 | PM | PHILIP MORRIS INTERNATIONAL | 5.92% | Add +13.8% | 19,375,855 | $1.36B | $70.06 | |
| 7 | MKC | MCCORMICK & CO NON VTG SHRS | 5.91% | Add +5.9% | 7,543,578 | $1.35B | $179.41 | |
| 8 | EL | ESTEE LAUDER | 5.56% | Add +0.3% | 6,758,574 | $1.28B | $188.68 | |
| 9 | V | VISA INC CLASS A SHARES | 5.18% | Add +0.9% | 6,150,855 | $1.19B | $193.17 | |
| 10 | PEP | PEPSICO INC | 5.07% | Add +9.9% | 8,787,703 | $1.16B | $132.26 | |
| 11 | SYK | STRYKER CORP | 4.88% | Add +4.6% | 6,204,547 | $1.12B | $180.19 | |
| 12 | BDX | BECTON DICKINSON AND CO | 4.43% | Add +11.3% | 4,242,057 | $1.01B | $239.27 | |
| 13 | ADP | AUTOMATIC DATA PROCESSING | 4.21% | Add +3.3% | 6,481,152 | $964.98M | $148.89 | |
| 14 | JNJ | JOHNSON & JOHNSON | 3.93% | Add +19.1% | 6,405,491 | $900.8M | $140.63 | |
| 15 | NKE | NIKE INC CL B | 3.10% | Add +212.3% | 7,244,034 | $710.28M | $98.05 | |
| 16 | WAT | WATERS CORP | 3.07% | Reduce -18.1% | 3,893,805 | $702.44M | $180.40 | |
| 17 | BF/B | BROWN FORMAN CORP CLASS BCUSIP 115637209 | 2.74% | Add +0.2% | 9,864,841 | $628M | No quote | No quote |
| 18 | SBUX | STARBUCKS CORP | 2.68% | Add +214.6% | 8,336,710 | $613.5M | $73.59 | |
| 19 | VRSK | VERISK ANALYTICS | 0.45% | Add +1.5% | 607,423 | $103.38M | $170.20 | |
| 20 | EFX | EQUIFAX | 0.43% | Add +1.5% | 576,779 | $99.14M | $171.88 | |
| 21 | MASI | MASIMO | 0.43% | Reduce -9.9% | 428,897 | $97.78M | $227.99 | |
| 22 | ANSS | ANSYS | 0.43% | Add +1.5% | 335,033 | $97.74M | No quote | No quote |
| 23 | CGNX | COGNEX | 0.42% | Add +6.2% | 1,602,593 | $95.71M | $59.72 | |
| 24 | IPGP | IPG PHOTONICS | 0.40% | Add +1.5% | 574,773 | $92.19M | $160.39 | |
| 25 | VRSN | VERISIGN | 0.33% | Add +1.5% | 360,694 | $74.6M | $206.83 | |
| 26 | SABR | SABRE | 0.32% | Add +15.5% | 9,185,260 | $74.03M | $8.06 | |
| 27 | AOS | AO SMITH | 0.31% | Add +1.5% | 1,487,541 | $70.09M | No quote | No quote |
| 28 | MSCI | MSCI | 0.30% | Add +1.5% | 207,490 | $69.26M | $333.82 | |
| 29 | QLYS | QUALYS | 0.28% | New | 623,812 | $64.89M | $104.02 | |
| 30 | PAYC | PAYCOM SOFTWARE | 0.26% | Add +12.2% | 195,926 | $60.68M | $309.73 | |
| 31 | CHKP | CHECK POINT SOFTWARE TECH | 0.25% | Reduce -37.5% | 541,290 | $58.15M | $107.43 | |
| 32 | MELI | MERCADOLIBRE | 0.13% | Reduce -13.8% | 30,000 | $29.57M | $985.77 | |
| 33 | MAR | MARRIOTT INTERNATIONAL CL A | 0.07% | Add +6.4% | 183,887 | $15.77M | $85.73 | |
| 34 | XP | XP CLASS A | 0.05% | - | 253,367 | $10.64M | $42.01 | |
| 35 | CLX | CLOROX COMPANY | - | Sold | 0 | $0 | No quote | No quote |