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 31 of 34 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 10.63% | Reduce -1.8% | 11,972,921 | $1.89B | $157.71 | |
| 2 | PM | PHILIP MORRIS INTERNATIONAL | 6.99% | Add +0.7% | 17,022,953 | $1.24B | $72.96 | |
| 3 | PYPL | PAYPAL HOLDINGS INC | 6.68% | Reduce -18.3% | 12,407,094 | $1.19B | $95.74 | |
| 4 | EL | ESTEE LAUDER | 6.04% | Reduce -2.0% | 6,738,662 | $1.07B | $159.34 | |
| 5 | META | 6.04% | Reduce -2.3% | 6,433,861 | $1.07B | $166.80 | ||
| 6 | IDXX | IDEXX LABORATORIES | 5.79% | Reduce -7.5% | 4,245,227 | $1.03B | $242.24 | |
| 7 | INTU | INTUIT INC | 5.77% | Reduce -6.0% | 4,457,596 | $1.03B | $230.00 | |
| 8 | MKC | MCCORMICK & CO NON VTG SHRS | 5.66% | Reduce -3.5% | 7,124,205 | $1.01B | $141.21 | |
| 9 | SYK | STRYKER CORP | 5.56% | Reduce -2.5% | 5,931,325 | $987.51M | $166.49 | |
| 10 | V | VISA INC CLASS A SHARES | 5.53% | Reduce -4.9% | 6,098,637 | $982.61M | $161.12 | |
| 11 | PEP | PEPSICO INC | 5.40% | Reduce -5.6% | 7,995,065 | $960.21M | $120.10 | |
| 12 | BDX | BECTON DICKINSON AND CO | 4.93% | Reduce -0.3% | 3,810,792 | $875.61M | $229.77 | |
| 13 | WAT | WATERS CORP | 4.87% | Reduce -6.9% | 4,755,050 | $865.66M | $182.05 | |
| 14 | ADP | AUTOMATIC DATA PROCESSING | 4.83% | Reduce -2.9% | 6,274,833 | $857.64M | $136.68 | |
| 15 | JNJ | JOHNSON & JOHNSON | 3.97% | Reduce -11.3% | 5,379,781 | $705.45M | $131.13 | |
| 16 | BF/B | BROWN FORMAN CORP CLASS BCUSIP 115637209 | 3.08% | Add +2.2% | 9,844,631 | $546.48M | No quote | No quote |
| 17 | CLX | CLOROX COMPANY | 1.55% | Reduce -5.4% | 1,592,042 | $275.82M | $173.25 | |
| 18 | NKE | NIKE INC CL B | 1.08% | New | 2,319,351 | $191.9M | $82.74 | |
| 19 | SBUX | STARBUCKS CORP | 0.98% | New | 2,649,785 | $174.2M | $65.74 | |
| 20 | CHKP | CHECK POINT SOFTWARE TECH | 0.49% | Add +8.1% | 866,437 | $87.11M | $100.54 | |
| 21 | MASI | MASIMO | 0.47% | Reduce -17.2% | 475,853 | $84.28M | $177.12 | |
| 22 | VRSK | VERISK ANALYTICS | 0.47% | Reduce -3.8% | 598,306 | $83.39M | $139.38 | |
| 23 | ANSS | ANSYS | 0.43% | Reduce -4.9% | 329,985 | $76.71M | No quote | No quote |
| 24 | EFX | EQUIFAX | 0.38% | Reduce -13.2% | 568,122 | $67.86M | $119.45 | |
| 25 | VRSN | VERISIGN | 0.36% | Add +30.2% | 355,281 | $63.98M | $180.09 | |
| 26 | CGNX | COGNEX | 0.36% | Add +29.2% | 1,508,999 | $63.71M | $42.22 | |
| 27 | IPGP | IPG PHOTONICS | 0.35% | Add +23.1% | 566,147 | $62.44M | $110.28 | |
| 28 | MSCI | MSCI | 0.33% | Add +2.1% | 204,376 | $59.06M | $288.96 | |
| 29 | AOS | AO SMITH | 0.31% | Add +24.4% | 1,465,215 | $55.4M | No quote | No quote |
| 30 | SABR | SABRE | 0.27% | Add +95.3% | 7,950,501 | $47.15M | $5.93 | |
| 31 | PAYC | PAYCOM SOFTWARE | 0.20% | Add +2.1% | 174,606 | $35.27M | $202.01 | |
| 32 | MELI | MERCADOLIBRE | 0.10% | - | 34,804 | $17.01M | $488.59 | |
| 33 | MAR | MARRIOTT INTERNATIONAL CL A | 0.07% | Add +0.6% | 172,847 | $12.93M | $74.81 | |
| 34 | XP | XP CLASS A | 0.03% | New | 253,367 | $4.89M | $19.29 |