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 17 of 19 rows. Rows without a quote are marked unavailable.
| 1 | PYPL | PAYPAL HLDGS INC | 9.52% | Add +5.3% | 15,224,967 | $1.16B | $75.87 | No quote |
| 2 | MSFT | MICROSOFT CORP | 9.09% | Add +8.9% | 12,075,307 | $1.1B | $91.27 | No quote |
| 3 | SYK | STRYKER CORP | 7.32% | Add +7.3% | 5,514,447 | $887.39M | $160.92 | No quote |
| 4 | PM | PHILIP MORRIS INTL INC | 7.30% | Add +18.7% | 8,908,787 | $885.53M | $99.40 | No quote |
| 5 | WAT | WATERS CORP | 7.15% | Add +0.1% | 4,368,590 | $867.82M | $198.65 | No quote |
| 6 | IDXX | IDEXX LABORATORIES | 6.99% | Add +0.5% | 4,427,657 | $847.41M | $191.39 | No quote |
| 7 | META | 6.77% | New | 5,142,881 | $821.78M | $159.79 | No quote | |
| 8 | BDX | BECTON DICKINSON & CO | 6.44% | Add +56.6% | 3,605,906 | $781.4M | $216.70 | No quote |
| 9 | PEP | PEPSICO INC | 5.92% | Add +13.4% | 6,583,613 | $718.6M | $109.15 | No quote |
| 10 | INTU | INTUIT | 5.67% | Add +43.9% | 3,967,675 | $687.8M | $173.35 | No quote |
| 11 | V | VISA INC | 5.64% | Reduce -0.2% | 5,720,718 | $684.31M | $119.62 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | 5.41% | Add +4.6% | 5,777,983 | $655.69M | $113.48 | No quote |
| 13 | EL | LAUDER ESTEE COS INC | 5.32% | Add +12.1% | 4,309,460 | $645.21M | $149.72 | No quote |
| 14 | MMM | 3M CO | 4.89% | Add +0.5% | 2,702,412 | $593.23M | $219.52 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 4.57% | Reduce -0.1% | 4,327,311 | $554.55M | $128.15 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 1.85% | Add +25.4% | 3,127,734 | $224.2M | $71.68 | No quote |
| 17 | MAR | MARRIOTT INTL INC NEW | 0.15% | Reduce -2.1% | 136,742 | $18.59M | $135.98 | No quote |
| 19 | DPS | DR PEPPER SNAPPLE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | BCR | BARD C R INC | - | Sold | 0 | $0 | No quote | No quote |