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 15 of 24 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.40% | New | 7,185,480 | $290.24M | $40.39 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 8.93% | - | 3,514,615 | $275.83M | No quote | No quote |
| 3 | BDXB | BECTON DICKINSON & CO | 8.33% | New | 1,791,841 | $257.29M | No quote | No quote |
| 4 | SYK | STRYKER CORP | 8.05% | Add +4.0% | 2,694,794 | $248.6M | $92.25 | No quote |
| 5 | EBAY | EBAY INC | 7.42% | Add +29.3% | 3,975,089 | $229.28M | $57.68 | No quote |
| 6 | PM | PHILIP MORRIS INTL INC | 7.18% | Add +18.2% | 2,942,293 | $221.64M | $75.33 | No quote |
| 7 | DPZ | DOMINOS PIZZA INC | 6.95% | - | 2,134,570 | $214.63M | $100.55 | No quote |
| 8 | PEP | PEPSICO INC | 6.72% | Add +10.3% | 2,170,265 | $207.52M | $95.62 | No quote |
| 9 | BCR | BARD C R INC | 6.25% | New | 1,155,034 | $193.05M | No quote | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 6.15% | Add +16.7% | 1,902,103 | $189.97M | $99.87 | No quote |
| 11 | V | VISA INC | 5.38% | Add +326.0% | 2,546,503 | $166.26M | $65.29 | No quote |
| 12 | - | AUTOMATIC DATA PROCESSING INCCUSIP 53015103 | 4.89% | New | 1,762,562 | $150.95M | No quote | No quote |
| 13 | MMM | 3M CO | 4.89% | Add +6.3% | 920,847 | $150.94M | $163.91 | No quote |
| 14 | PG | PROCTER & GAMBLE CO | 4.26% | Add +5.0% | 1,618,689 | $131.58M | $81.29 | No quote |
| 15 | CL | COLGATE PALMOLIVE CO | 2.42% | Add +11.2% | 1,081,946 | $74.61M | $68.96 | No quote |
| 16 | WAT | WATERS CORP | 1.25% | New | 310,736 | $38.63M | $124.32 | No quote |
| 17 | CHH | CHOICE HOTELS INTL INC | 1.15% | Reduce -42.4% | 553,589 | $35.47M | $64.07 | No quote |
| 18 | MAR | MARRIOT INTL INC NEW | 0.13% | New | 49,424 | $3.96M | $80.06 | No quote |
| 19 | IDXX | IDEXX LABS INC | 0.13% | New | 25,493 | $3.94M | $154.47 | No quote |
| 20 | DNKN | DUNKIN BRANDS GROUP INC | 0.12% | New | 80,148 | $3.81M | No quote | No quote |
| 24 | MCD | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 23 | BDX | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 22 | SIAL | BARD C R INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | ADP | AUTOMATIC DATA PROCESSING INC | - | Sold | 0 | $0 | No quote | No quote |