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 19 rows. Rows without a quote are marked unavailable.
| 1 | IDXX | PAYPAL HLDGS INC | 15.34% | Add +315.9% | 18,492,918 | $1.58B | $85.66 | No quote |
| 2 | MSFT | MICROSOFT CORP | 7.92% | Add +3.3% | 11,076,335 | $817.99M | $73.85 | No quote |
| 3 | BCR | BARD | 7.82% | Reduce -0.7% | 2,528,269 | $807.23M | No quote | No quote |
| 4 | WAT | WATERS CORP | 7.54% | Add +13.6% | 4,355,756 | $778.55M | $178.74 | No quote |
| 5 | SYK | STRYKER CORP | 7.02% | Reduce -0.0% | 5,174,629 | $725.48M | $140.20 | No quote |
| 6 | PM | PHILIP MORRIS INT INC | 6.77% | Add +19.3% | 6,251,789 | $698.89M | $111.79 | No quote |
| 7 | DPS | DR PEPPER SNAPPLE GROUP INC | 6.41% | Add +41.5% | 7,489,891 | $661.73M | No quote | No quote |
| 8 | PEP | PEPSICO INC | 6.02% | Add +4.2% | 5,560,322 | $621.7M | $111.81 | No quote |
| 9 | ADP | AUTOMATIC DATA PROCESSING | 5.86% | Add +7.3% | 5,553,237 | $605.41M | $109.02 | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 5.48% | Add +7.3% | 4,374,191 | $566.06M | $129.41 | No quote |
| 11 | MMM | 3M CO | 5.31% | Add +21.4% | 2,615,924 | $548.14M | $209.54 | No quote |
| 12 | V | VISA INC | 5.28% | Reduce -0.0% | 5,216,150 | $545.35M | $104.55 | No quote |
| 13 | BDX | BECTON DICKINSON AND CO | 4.32% | Reduce -0.0% | 2,301,915 | $445.65M | $193.60 | No quote |
| 14 | EL | LAUDER ESTEE COS INC | 3.96% | Reduce -0.0% | 3,844,901 | $408.87M | $106.34 | No quote |
| 15 | INTU | INTUIT | 3.01% | Add +100.4% | 2,184,854 | $310.91M | $142.30 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 1.75% | Add +17.7% | 2,477,902 | $181.23M | $73.14 | No quote |
| 17 | MAR | MARRIOTT INTL INC NE | 0.20% | Reduce -0.0% | 184,690 | $20.32M | $110.00 | No quote |
| 19 | SJM | SMUCKER J M CO | - | Sold | 0 | $0 | No quote | No quote |
| 18 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |