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 18 rows. Rows without a quote are marked unavailable.
| 1 | IDXX | IDEXX LABS INC | 8.05% | Add +0.1% | 4,480,207 | $692.69M | $154.61 | No quote |
| 2 | SYK | STRYKER CORP | 7.92% | Add +4.6% | 5,175,453 | $681.35M | $131.65 | No quote |
| 3 | MSFT | MICROSOFT CORP | 7.81% | Reduce 0.0% | 10,202,117 | $671.91M | $65.86 | No quote |
| 4 | BCR | BARD C R INC | 7.37% | Add +2.1% | 2,553,141 | $634M | No quote | No quote |
| 5 | PEP | PEPSICO INC | 6.98% | Add +7.6% | 5,370,205 | $600.71M | $111.86 | No quote |
| 6 | PM | PHILIP MORRIS INTL INC | 6.77% | Add +0.2% | 5,161,806 | $582.77M | $112.90 | No quote |
| 7 | PYPL | PAYPAL HLDGS INC | 6.58% | Add +4.5% | 13,161,285 | $566.2M | $43.02 | No quote |
| 8 | WAT | WATERS CORP | 6.23% | Add +11.3% | 3,432,535 | $536.54M | $156.31 | No quote |
| 9 | DPS | DR PEPPER SNAPPLE GROUP INC | 6.06% | Add +0.5% | 5,329,086 | $521.82M | No quote | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 5.94% | Add +0.0% | 4,104,073 | $511.16M | $124.55 | No quote |
| 11 | SJM | SMUCKER J M CO | 5.50% | Reduce -0.2% | 3,614,566 | $473.8M | $131.08 | No quote |
| 12 | V | VISA INC | 5.12% | Add +0.1% | 4,954,693 | $440.32M | $88.87 | No quote |
| 13 | BDX | BECTON DICKINSON & CO | 4.89% | Add +3.2% | 2,296,613 | $421.29M | $183.44 | No quote |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | 4.77% | Add +3.4% | 4,011,368 | $410.72M | $102.39 | No quote |
| 15 | MMM | 3M CO | 4.34% | Reduce -0.3% | 1,954,349 | $373.93M | $191.33 | No quote |
| 16 | EL | LAUDER ESTEE COS INC | 3.67% | Add +3.8% | 3,727,020 | $316.01M | $84.79 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.80% | Add +10.3% | 2,123,477 | $154.58M | $72.80 | No quote |
| 18 | MAR | MARRIOTT INTL INC NEW | 0.20% | Add +4.7% | 184,690 | $17.39M | $94.18 | No quote |