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 | PYPL | PAYPAL HLDGS INC | 9.13% | New | 14,461,577 | $1.06B | $73.62 | No quote |
| 2 | MSFT | MICROSOFT CORP | 8.13% | Add +0.1% | 11,091,160 | $948.74M | $85.54 | No quote |
| 3 | DPS | DR PEPPER SNAPPLE GROUP INC | 7.27% | Add +16.7% | 8,742,447 | $848.54M | No quote | No quote |
| 4 | WAT | WATERS CORP | 7.23% | Add +0.2% | 4,365,313 | $843.34M | $193.19 | No quote |
| 5 | BCR | BARD C R INC | 7.05% | Reduce -1.8% | 2,483,956 | $822.79M | No quote | No quote |
| 6 | SYK | STRYKER CORP | 6.82% | Reduce -0.7% | 5,138,240 | $795.61M | $154.84 | No quote |
| 7 | PM | PHILIP MORRIS INTL INC | 6.80% | Add +20.1% | 7,507,597 | $793.18M | $105.65 | No quote |
| 8 | PEP | PEPSICO INC | 5.97% | Add +4.4% | 5,803,600 | $695.97M | $119.92 | No quote |
| 9 | IDXX | IDEXX LABORATORIES | 5.90% | Reduce -76.2% | 4,404,756 | $688.82M | $156.38 | No quote |
| 10 | V | VISA INC | 5.60% | Add +9.9% | 5,732,658 | $653.64M | $114.02 | No quote |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | 5.55% | Reduce -0.5% | 5,523,192 | $647.26M | $117.19 | No quote |
| 12 | MMM | 3M CO | 5.43% | Add +2.8% | 2,689,620 | $633.06M | $235.37 | No quote |
| 13 | JNJ | JOHNSON & JOHNSON | 5.19% | Reduce -1.0% | 4,331,856 | $605.25M | $139.72 | No quote |
| 14 | BDX | BECTON DICKINSON & CO | 4.22% | - | 2,301,915 | $492.75M | $214.06 | No quote |
| 15 | EL | LAUDER ESTEE COS INC | 4.19% | - | 3,844,901 | $489.23M | $127.24 | No quote |
| 16 | INTU | INTUI INC | 3.73% | Add +26.2% | 2,757,670 | $435.11M | $157.78 | No quote |
| 17 | CL | COLGATE PALMOLIVE CO | 1.61% | Add +0.7% | 2,495,261 | $188.27M | $75.45 | No quote |
| 18 | MAR | MARRIOTT INTL INC NEW | 0.16% | Reduce -24.4% | 139,695 | $18.96M | $135.73 | No quote |