Terry Smith - Fundsmith
As of Q1 2026, this manager reported 34 long-equity positions worth $12.83B in aggregate.
As of Q1 2026, Terry Smith's Fundsmith held 34 long-equity positions with a reported value of $12.83B.
Get email alerts when Terry Smith files a new 13F — sign in or create a free account.
Updated 2026-05-30 from SEC 13F data.
Live quotes available for 39 of 40 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 13.01% | Reduce -6.3% | 7,140,615 | $3.19B | $446.95 | |
| 2 | META | META PLATFORMS INC-CLASS A | 10.01% | Reduce -2.0% | 4,871,364 | $2.46B | $504.22 | |
| 3 | SYK | STRYKER CORP | 7.43% | Reduce -2.2% | 5,356,264 | $1.82B | $340.25 | |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | 5.98% | Reduce -2.4% | 14,474,445 | $1.47B | $101.33 | |
| 5 | V | VISA INC CLASS A SHARES | 5.94% | Reduce -2.4% | 5,552,520 | $1.46B | $262.47 | |
| 6 | ADP | AUTOMATIC DATA PROCESSING | 5.43% | Reduce -3.1% | 5,585,761 | $1.33B | $238.69 | |
| 7 | IDXX | IDEXX LABORATORIES INC | 5.29% | Reduce -1.9% | 2,663,192 | $1.3B | $487.20 | |
| 8 | GOOGL | ALPHABET CL A ORD | 5.08% | Reduce -1.9% | 6,849,259 | $1.25B | $182.15 | |
| 9 | WAT | WATERS CORP | 4.32% | Reduce -3.0% | 3,654,450 | $1.06B | $290.12 | |
| 10 | MAR | MARRIOTT INTERNATIONAL CL A | 4.20% | Reduce -2.3% | 4,264,511 | $1.03B | $241.77 | |
| 11 | PEP | PEPSICO INC | 3.87% | Reduce -1.4% | 5,761,087 | $950.18M | $164.93 | |
| 12 | MTD | METTLER TOLEDO ORD | 3.37% | Reduce -3.0% | 591,575 | $826.78M | $1397.59 | |
| 13 | PG | PROCTER & GAMBLE ORD | 3.12% | Reduce -3.2% | 4,647,218 | $766.42M | $164.92 | |
| 14 | CHD | CHURCH AND DWIGHT ORD | 2.92% | Reduce -3.6% | 6,914,366 | $716.88M | $103.68 | |
| 15 | MKC | MCCORMICK & CO NON VTG SHRS | 2.90% | Reduce -17.8% | 10,048,497 | $712.84M | $70.94 | |
| 16 | FTNT | FORTINET ORD | 2.53% | Add +25.8% | 10,285,664 | $619.92M | $60.27 | |
| 17 | OTIS | OTIS WORLDWIDE ORD | 2.41% | Reduce -2.5% | 6,138,278 | $590.87M | $96.26 | |
| 18 | BF-B | BROWN FORMAN CORP CLASS B | 1.96% | Reduce -2.8% | 11,138,751 | $481.08M | $43.19 | |
| 19 | NKE | NIKE INC CL B | 1.93% | Reduce -3.3% | 6,299,493 | $474.79M | $75.37 | |
| 20 | AAPL | Apple | 1.34% | Reduce -2.4% | 1,558,589 | $328.27M | $210.62 | |
| 21 | TXN | TEXAS INSTRUMENTS INC | 1.22% | Add +39.0% | 1,544,781 | $300.51M | $194.53 | |
| 22 | VRSK | VERISK ANALYTICS INC | 0.51% | Reduce -3.0% | 464,051 | $125.08M | $269.55 | |
| 23 | EFX | EQUIFAX INC | 0.45% | Reduce -3.0% | 458,387 | $111.14M | $242.46 | |
| 24 | VRSN | VERISIGN INC | 0.45% | Reduce -3.0% | 624,500 | $111.04M | $177.80 | |
| 25 | EXPO | EXPONENT INC | 0.39% | Reduce -3.0% | 1,018,098 | $96.84M | No quote | No quote |
| 26 | GGG | GRACO ORD | 0.37% | Reduce -3.0% | 1,139,641 | $90.35M | $79.28 | |
| 27 | CGNX | COGNEX CORP | 0.36% | Reduce -3.0% | 1,906,276 | $89.14M | $46.76 | |
| 28 | CHH | CHOICE HOTELS INTERNATIONAL ORD | 0.36% | Reduce -3.0% | 733,892 | $87.33M | $119.00 | |
| 29 | MSCI | MSCI INC | 0.33% | Reduce -3.0% | 166,619 | $80.27M | $481.75 | |
| 30 | QLYS | QUALYS INC | 0.32% | Reduce -3.0% | 548,009 | $78.15M | $142.60 | |
| 31 | ROL | ROLLINS ORD | 0.32% | Reduce -3.0% | 1,597,513 | $77.94M | $48.79 | |
| 32 | CLX | CLOROX COMPANY | 0.32% | Reduce -3.0% | 570,206 | $77.82M | $136.47 | |
| 33 | IEX | IDEX ORD | 0.30% | Reduce -3.0% | 362,501 | $72.94M | $201.20 | |
| 34 | ODD | ODDITY TECH LTD | 0.26% | Add +21.7% | 1,615,158 | $63.41M | $39.26 | |
| 35 | SABR | SABRE CORP | 0.23% | Reduce -0.8% | 21,499,095 | $57.4M | $2.67 | |
| 36 | HD | HOME DEPOT ORD | 0.21% | Reduce -0.3% | 146,200 | $50.33M | $344.24 | |
| 37 | PAYC | PAYCOM SOFTWARE INC | 0.19% | Reduce -0.8% | 322,611 | $46.15M | $143.04 | |
| 38 | ZTS | ZOETIS CL A ORD | 0.16% | Reduce -0.3% | 228,205 | $39.56M | $173.36 | |
| 39 | MA | MASTERCARD CL A ORD | 0.12% | Reduce -0.3% | 64,280 | $28.36M | $441.16 | |
| 40 | MCD | MCDONALD S ORD | 0.10% | Reduce -0.3% | 93,371 | $23.79M | $254.84 |