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AlphaBaseline
Focused investors/Terry Smith

Terry Smith - Fundsmith

As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.

Copy-investor backtest

Full auditCompare with peers
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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Technology: 29.1% ($3.97B)Healthcare: 18.4% ($2.51B)Communication Services: 15.3% ($2.08B)Consumer Defensive: 13.0% ($1.78B)Consumer Cyclical: 10.5% ($1.43B)Financial Services: 10.0% ($1.36B)Industrials: 3.8% ($518.58M)

Sector breakdown

  • Technology(15)29.1%
  • Healthcare(7)18.4%
  • Communication Services(4)15.3%
  • Consumer Defensive(4)13.0%
  • Consumer Cyclical(5)10.5%
  • Financial Services(3)10.0%
  • Industrials(3)3.8%