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AlphaBaseline
Focused investors/Terry Smith

Terry Smith - Fundsmith

As of Q1 2026, Terry Smith reported 34 long-equity positions worth $12.83B in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
-1.32%
1-year
-0.20%
3-year
+27.09%
3-year top 5
+32.82%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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.

Healthcare: 31.5% ($4.04B)Technology: 21.1% ($2.71B)Consumer Defensive: 16.4% ($2.1B)Communication Services: 12.5% ($1.61B)Consumer Cyclical: 8.9% ($1.15B)Financial Services: 7.6% ($973.1M)Industrials: 1.9% ($248.53M)

Sector breakdown

  • Healthcare(9)31.5%
  • Technology(11)21.1%
  • Consumer Defensive(4)16.4%
  • Communication Services(2)12.5%
  • Consumer Cyclical(3)8.9%
  • Financial Services(2)7.6%
  • Industrials(3)1.9%