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 33 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 8.66% | Add +0.1% | 12,189,646 | $1.69B | $139.03 | No quote |
| 2 | PYPL | PAYPAL HOLDINGS INC | 8.16% | Add +0.1% | 15,402,344 | $1.6B | $103.59 | No quote |
| 3 | EL | ESTEE LAUDER | 6.88% | Add +1.6% | 6,766,747 | $1.35B | $198.95 | No quote |
| 4 | SYK | STRYKER CORP | 6.57% | Add +2.5% | 5,945,105 | $1.29B | $216.30 | No quote |
| 5 | PM | PHILIP MORRIS INTERNATIONAL | 6.57% | Add +10.9% | 16,928,583 | $1.29B | $75.93 | No quote |
| 6 | INTU | INTUIT INC | 6.34% | Add +0.2% | 4,660,635 | $1.24B | $265.94 | No quote |
| 7 | IDXX | IDEXX LABORATORIES | 6.33% | Add +1.9% | 4,556,016 | $1.24B | $271.93 | No quote |
| 8 | META | 5.90% | Add +0.1% | 6,482,183 | $1.15B | $178.08 | No quote | |
| 9 | WAT | WATERS CORP | 5.85% | Add +0.2% | 5,122,867 | $1.14B | $223.23 | No quote |
| 10 | MKC | MCCORMICK & CO NON VTG SHRS | 5.83% | Add +7.2% | 7,291,672 | $1.14B | $156.30 | No quote |
| 11 | PEP | PEPSICO INC | 5.81% | Add +0.2% | 8,289,105 | $1.14B | $137.10 | No quote |
| 12 | V | VISA INC CLASS A SHARES | 5.67% | Add +5.3% | 6,445,632 | $1.11B | $172.01 | No quote |
| 13 | ADP | AUTOMATIC DATA PROCESSING | 5.35% | Add +5.7% | 6,480,485 | $1.05B | $161.42 | No quote |
| 14 | BDX | BECTON DICKINSON AND CO | 4.94% | Add +0.1% | 3,817,935 | $965.79M | $252.96 | No quote |
| 15 | JNJ | JOHNSON & JOHNSON | 3.94% | Add +10.3% | 5,956,821 | $770.69M | $129.38 | No quote |
| 16 | BF/B | BROWN FORMAN CORP CLASS BCUSIP 115637209 | 2.97% | New | 9,243,186 | $580.29M | No quote | No quote |
| 17 | EFX | EQUIFAX | 0.45% | - | 620,821 | $87.33M | $140.67 | No quote |
| 18 | MASI | MASIMO | 0.44% | - | 574,963 | $85.55M | $148.79 | No quote |
| 19 | VRSK | VERISK ANALYTICS | 0.43% | Add +1.6% | 534,530 | $84.53M | $158.14 | No quote |
| 20 | SABR | SABRE | 0.42% | - | 3,630,918 | $81.31M | $22.39 | No quote |
| 21 | CHKP | CHECK POINT SOFTWARE TECH | 0.41% | Add +16.7% | 727,785 | $79.69M | $109.50 | No quote |
| 22 | ANSS | ANSYS | 0.39% | Add +7.2% | 347,128 | $76.84M | No quote | No quote |
| 23 | CGNX | COGNEX | 0.29% | - | 1,167,817 | $57.38M | $49.13 | No quote |
| 24 | IPGP | IPG PHOTONICS | 0.27% | Add +16.0% | 392,900 | $53.28M | $135.60 | No quote |
| 25 | VRSN | VERISIGN | 0.26% | - | 272,873 | $51.47M | $188.63 | No quote |
| 26 | MSCI | MSCI | 0.22% | Add +2.7% | 200,070 | $43.57M | $217.75 | No quote |
| 27 | AOS | AO SMITH | 0.21% | - | 848,563 | $40.49M | No quote | No quote |
| 28 | PAYC | PAYCOM SOFTWARE | 0.18% | - | 170,928 | $35.81M | $209.49 | No quote |
| 29 | MAR | MARRIOTT INTERNATIONAL CL A | 0.13% | Add +19.6% | 211,302 | $26.28M | $124.37 | No quote |
| 30 | CHD | CHURCH AND DWIGHT CO INC | 0.08% | New | 202,952 | $15.27M | $75.24 | No quote |
| 31 | MELI | MERCADOLIBRE | 0.07% | - | 23,644 | $13.03M | $551.22 | No quote |
| 33 | CDK | CDK GBL. | - | Sold | 0 | $0 | No quote | No quote |
| 32 | MMM | 3M CO | - | Sold | 0 | $0 | No quote | No quote |