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 28 of 31 rows. Rows without a quote are marked unavailable.
| 1 | PYPL | PAYPAL HOLDINGS INC | 9.18% | Add +0.3% | 15,391,028 | $1.76B | $114.46 | No quote |
| 2 | MSFT | MICROSOFT | 8.50% | Add +0.3% | 12,171,134 | $1.63B | $133.96 | No quote |
| 3 | META | 6.51% | Add +1.7% | 6,475,057 | $1.25B | $193.00 | No quote | |
| 4 | IDXX | IDEXX LABORATORIES | 6.41% | Add +0.1% | 4,470,038 | $1.23B | $275.33 | No quote |
| 5 | EL | ESTEE LAUDER | 6.36% | Add +0.4% | 6,660,785 | $1.22B | $183.11 | No quote |
| 6 | INTU | INTUIT INC | 6.33% | Add +3.8% | 4,651,847 | $1.22B | $261.33 | No quote |
| 7 | PM | PHILIP MORRIS INTERNATIONAL | 6.25% | Add +14.7% | 15,268,507 | $1.2B | $78.53 | No quote |
| 8 | SYK | STRYKER CORP | 6.21% | Add +3.9% | 5,801,440 | $1.19B | $205.58 | No quote |
| 9 | WAT | WATERS CORP | 5.74% | Add +1.7% | 5,114,006 | $1.1B | $215.24 | No quote |
| 10 | PEP | PEPSICO INC | 5.65% | Add +0.1% | 8,275,341 | $1.09B | $131.13 | No quote |
| 11 | V | VISA INC CLASS A SHARES | 5.54% | Add +5.8% | 6,123,530 | $1.06B | $173.55 | No quote |
| 12 | MKC | MCCORMICK & CO NON VTG SHRS | 5.50% | Add +30.7% | 6,803,450 | $1.05B | $155.01 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING | 5.28% | Add +2.3% | 6,129,753 | $1.01B | $165.33 | No quote |
| 14 | BDX | BECTON DICKINSON AND CO | 5.01% | Add +1.1% | 3,812,171 | $960.71M | $252.01 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 3.92% | Add +17.4% | 5,400,131 | $752.13M | $139.28 | No quote |
| 16 | MMM | 3M CO | 3.19% | Reduce -0.2% | 3,529,691 | $611.84M | $173.34 | No quote |
| 17 | MASI | MASIMO | 0.45% | Add +17.2% | 574,963 | $85.57M | $148.82 | No quote |
| 18 | EFX | EQUIFAX | 0.44% | Add +7.3% | 620,821 | $83.96M | $135.24 | No quote |
| 19 | SABR | SABRE | 0.42% | Add +22.3% | 3,630,918 | $80.61M | $22.20 | No quote |
| 20 | VRSK | VERISK ANALYTICS | 0.40% | Add +2.4% | 526,010 | $77.04M | $146.46 | No quote |
| 21 | CHKP | CHECK POINT SOFTWARE TECH | 0.38% | Add +18.9% | 623,478 | $72.08M | $115.61 | No quote |
| 22 | ANSS | ANSYS | 0.35% | Add +10.7% | 323,777 | $66.32M | No quote | No quote |
| 23 | VRSN | VERISIGN | 0.30% | - | 272,873 | $57.07M | $209.16 | No quote |
| 24 | CGNX | COGNEX | 0.29% | Add +13.0% | 1,167,817 | $56.03M | $47.98 | No quote |
| 25 | CDK | CDK GBL. | 0.29% | Add +20.4% | 1,111,332 | $54.94M | No quote | No quote |
| 26 | IPGP | IPG PHOTONICS | 0.27% | Add +55.0% | 338,819 | $52.26M | $154.25 | No quote |
| 27 | MSCI | MSCI | 0.24% | Add +3.1% | 194,770 | $46.51M | $238.79 | No quote |
| 28 | AOS | AO SMITH | 0.21% | Add +11.1% | 848,563 | $40.02M | No quote | No quote |
| 29 | PAYC | PAYCOM SOFTWARE | 0.20% | - | 170,928 | $38.75M | $226.72 | No quote |
| 30 | MAR | MARRIOTT INTERNATIONAL CL A | 0.13% | Reduce -1.9% | 176,682 | $24.79M | $140.29 | No quote |
| 31 | MELI | MERCADOLIBRE | 0.08% | Add +29.4% | 23,644 | $14.47M | $611.78 | No quote |