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 21 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.82% | Add +12.4% | 9,934,933 | $572.25M | $57.60 | No quote |
| 2 | BCR | BARD C R INC | 7.65% | Add +13.7% | 2,498,181 | $559.63M | No quote | No quote |
| 3 | IDXX | IDEXX LABS INC | 6.92% | Add +0.5% | 4,490,883 | $506.26M | $112.73 | No quote |
| 4 | PEP | PEPSICO INC | 6.84% | Add +30.0% | 4,602,811 | $500.65M | $108.77 | No quote |
| 5 | SJM | SMUCKER J M CO | 6.68% | Add +5.0% | 3,623,898 | $488.38M | $134.77 | No quote |
| 6 | PYPL | PAYPAL HLDGS INC | 6.67% | Add +20.4% | 11,918,335 | $488.29M | $40.97 | No quote |
| 7 | PM | PHILIP MORRIS INTL INC | 6.60% | Add +13.7% | 4,966,048 | $482.8M | $97.22 | No quote |
| 8 | SYK | STRYKER CORP | 6.58% | Add +5.2% | 4,136,878 | $481.57M | $116.41 | No quote |
| 9 | WAT | WATERS CORP | 6.56% | Add +24.1% | 3,030,360 | $480.28M | $158.49 | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 6.43% | Add +7.5% | 3,983,318 | $470.55M | $118.13 | No quote |
| 11 | V | VISA INC | 5.59% | Add +9.5% | 4,944,537 | $408.91M | $82.70 | No quote |
| 12 | BDXB | BECTON DICKINSON & CO | 5.05% | New | 2,055,436 | $369.42M | No quote | No quote |
| 13 | DPS | DR PEPPER SNAPPLE GROUP INC | 4.93% | Add +9.7% | 3,948,607 | $360.55M | No quote | No quote |
| 14 | MMM | 3M CO | 4.74% | Add +1.7% | 1,968,552 | $346.92M | $176.23 | No quote |
| 15 | - | AUTOMATIC DATA PROCESSING INCUSIP 53015103 | 4.67% | New | 3,869,666 | $341.31M | No quote | No quote |
| 16 | EL | LAUDER ESTEE COS INC | 4.15% | New | 3,430,435 | $303.8M | $88.56 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.92% | Add +37.7% | 1,905,537 | $140.51M | $73.74 | No quote |
| 18 | MAR | MARRIOTT INTL INC NEW | 0.18% | New | 196,378 | $13.22M | $67.33 | No quote |
| 19 | ORCL | ORACLE CORP | 0.01% | New | 22,526 | $881K | $39.11 | No quote |
| 21 | BDX | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | - | Sold | 0 | $0 | No quote | No quote |