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 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 9.35% | Add +4.4% | 7,860,330 | $434.13M | $55.23 | No quote |
| 2 | SYK | STRYKER CORP | 8.33% | Add +12.7% | 3,605,529 | $386.84M | $107.29 | No quote |
| 3 | PM | PHILIP MORRIS INTL INC | 8.27% | Add +8.2% | 3,913,280 | $383.93M | $98.11 | No quote |
| 4 | BCR | BARD C R INC | 7.69% | Add +11.0% | 1,762,031 | $357.11M | No quote | No quote |
| 5 | IDXX | IDEXX LABS INC | 7.10% | Add +69.0% | 4,210,679 | $329.78M | $78.32 | No quote |
| 6 | JNJ | JOHNSON & JOHNSON | 6.95% | Add +5.1% | 2,985,161 | $322.99M | $108.20 | No quote |
| 7 | DPS | DR PEPPER SNAPPLE GROUP INC | 6.93% | Add +1.3% | 3,601,159 | $322.02M | No quote | No quote |
| 8 | PEP | PEPSICO INC | 6.87% | Add +0.9% | 3,115,986 | $319.33M | $102.48 | No quote |
| 9 | V | VISA INC | 6.46% | Add +40.5% | 3,922,506 | $299.99M | $76.48 | No quote |
| 10 | SJM | SMUCKER J M CO | 5.73% | Add +170.5% | 2,050,979 | $266.3M | $129.84 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 5.60% | Add +17.7% | 2,899,555 | $260.12M | $89.71 | No quote |
| 12 | MMM | 3M CO | 5.39% | - | 1,503,516 | $250.53M | $166.63 | No quote |
| 13 | BDX | BECTON DICKINSON & CO | 5.28% | Add +2.0% | 1,614,464 | $245.11M | $151.82 | No quote |
| 14 | WAT | WATERS CORP | 4.17% | Add +27.3% | 1,467,530 | $193.6M | $131.92 | No quote |
| 15 | PYPL | PAYPAL HLDGS INC | 3.84% | Add +8.7% | 4,620,093 | $178.34M | $38.60 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 1.96% | - | 1,293,729 | $90.9M | $70.26 | No quote |
| 17 | DNKN | DUNKIN BRANDS GROUP INC | 0.09% | - | 89,269 | $4.21M | No quote | No quote |
| 18 | PG | PROCTER & GAMBLE CO | - | Sold | 0 | $0 | No quote | No quote |