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 16 of 21 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 8.45% | Add +2.7% | 10,202,283 | $641.62M | $62.89 | No quote |
| 2 | SYK | STRYKER CORP | 7.86% | Add +19.6% | 4,949,396 | $596.6M | $120.54 | No quote |
| 3 | BCR | BARD C R INC | 7.38% | Add +0.1% | 2,500,869 | $560.45M | No quote | No quote |
| 4 | IDXX | IDEXX LABS INC | 6.96% | Reduce -0.3% | 4,476,866 | $528.63M | $118.08 | No quote |
| 5 | PEP | PEPSICO INC | 6.90% | Add +8.4% | 4,991,525 | $524.06M | $104.99 | No quote |
| 6 | PYPL | PAYPAL HLDGS INC | 6.63% | Add +5.7% | 12,595,293 | $503.31M | $39.96 | No quote |
| 7 | DPS | DR PEPPER SNAPPLE GROUP INC | 6.35% | Add +34.4% | 5,304,854 | $482.53M | No quote | No quote |
| 8 | JNJ | JOHNSON & JOHNSON | 6.24% | Add +3.0% | 4,103,392 | $473.9M | $115.49 | No quote |
| 9 | PM | PHILIP MORRIS INTL INC | 6.22% | Add +3.8% | 5,153,071 | $472.69M | $91.73 | No quote |
| 10 | SJM | SMUCKER J M CO | 6.16% | Reduce -0.0% | 3,622,364 | $467.83M | $129.15 | No quote |
| 11 | WAT | WATERS CORP | 5.46% | Add +1.8% | 3,083,357 | $414.71M | $134.50 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | 5.28% | New | 3,878,243 | $401.24M | $103.46 | No quote |
| 13 | V | VISA INC | 5.11% | Add +0.2% | 4,952,292 | $387.96M | $78.34 | No quote |
| 14 | BDX | BECTON DICKINSON & CO | 4.87% | New | 2,224,922 | $369.67M | $166.15 | No quote |
| 15 | MMM | 3M CO | 4.61% | Reduce -0.4% | 1,960,542 | $349.78M | $178.41 | No quote |
| 16 | EL | LAUDER ESTEE COS INC | 3.65% | Add +4.7% | 3,590,783 | $277.46M | $77.27 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.67% | Add +1.0% | 1,925,410 | $126.85M | $65.88 | No quote |
| 18 | MAR | MARRIOTT INTL INC NEW | 0.20% | Reduce -10.2% | 176,436 | $14.97M | $84.85 | No quote |
| 21 | ORCL | ORACLE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 20 | BDXB | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 19 | - | AUTOMATIC DATA PROCESSING INCUSIP 53015103 | - | Sold | 0 | $0 | No quote | No quote |