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 33 of 36 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT | 9.80% | Reduce -0.2% | 11,929,459 | $2.51B | $210.33 | |
| 2 | PYPL | PAYPAL HOLDINGS INC | 9.51% | Reduce -0.2% | 12,359,311 | $2.44B | $197.03 | |
| 3 | META | 6.58% | Reduce -0.3% | 6,427,563 | $1.68B | $261.90 | ||
| 4 | IDXX | IDEXX LABORATORIES | 6.50% | Reduce -0.2% | 4,232,815 | $1.66B | $393.11 | |
| 5 | INTU | INTUIT INC | 5.85% | Add +0.1% | 4,594,541 | $1.5B | $326.21 | |
| 6 | EL | ESTEE LAUDER | 5.80% | Add +0.6% | 6,800,333 | $1.48B | $218.25 | |
| 7 | MKC | MCCORMICK & CO NON VTG SHRS | 5.72% | Reduce -0.0% | 7,542,095 | $1.46B | $194.10 | |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | 5.71% | Add +0.7% | 19,503,315 | $1.46B | $74.99 | |
| 9 | SYK | STRYKER CORP | 5.11% | Add +1.2% | 6,277,138 | $1.31B | $208.37 | |
| 10 | PEP | PEPSICO INC | 4.82% | Add +1.4% | 8,911,181 | $1.24B | $138.60 | |
| 11 | V | VISA INC CLASS A SHARES | 4.79% | Reduce -0.3% | 6,134,726 | $1.23B | $199.97 | |
| 12 | BDX | BECTON DICKINSON AND CO | 3.95% | Add +2.3% | 4,340,972 | $1.01B | $232.68 | |
| 13 | NKE | NIKE INC CL B | 3.80% | Add +7.0% | 7,752,398 | $973.24M | $125.54 | |
| 14 | ADP | AUTOMATIC DATA PROCESSING | 3.77% | Add +6.8% | 6,919,915 | $965.26M | $139.49 | |
| 15 | JNJ | JOHNSON & JOHNSON | 3.73% | Add +0.1% | 6,411,610 | $954.56M | $148.88 | |
| 16 | SBUX | STARBUCKS CORP | 3.48% | Add +24.5% | 10,382,215 | $892.04M | $85.92 | |
| 17 | WAT | WATERS CORP | 3.28% | Add +10.2% | 4,292,028 | $839.86M | $195.68 | |
| 18 | BF/B | BROWN FORMAN CORP CLASS BCUSIP 115637209 | 3.02% | Add +3.9% | 10,253,745 | $772.31M | No quote | No quote |
| 19 | VRSK | VERISK ANALYTICS | 0.44% | - | 607,423 | $112.56M | $185.31 | |
| 20 | ANSS | ANSYS | 0.43% | - | 335,033 | $109.63M | No quote | No quote |
| 21 | IPGP | IPG PHOTONICS | 0.42% | Add +9.0% | 626,454 | $106.48M | $169.97 | |
| 22 | CGNX | COGNEX | 0.41% | - | 1,602,593 | $104.33M | $65.10 | |
| 23 | MASI | MASIMO | 0.40% | - | 428,897 | $101.25M | $236.06 | |
| 24 | EFX | EQUIFAX | 0.35% | - | 576,779 | $90.5M | $156.90 | |
| 25 | VRSN | VERISIGN | 0.34% | Add +19.1% | 429,518 | $87.99M | $204.85 | |
| 26 | QLYS | QUALYS | 0.31% | Add +30.4% | 813,720 | $79.75M | $98.01 | |
| 27 | AOS | AO SMITH | 0.31% | - | 1,487,541 | $78.54M | No quote | No quote |
| 28 | MSCI | MSCI | 0.29% | - | 207,490 | $74.03M | $356.78 | |
| 29 | PAYC | PAYCOM SOFTWARE | 0.26% | Add +9.6% | 214,794 | $66.87M | $311.30 | |
| 30 | SABR | SABRE | 0.26% | Add +10.6% | 10,156,442 | $66.12M | $6.51 | |
| 31 | CHKP | CHECK POINT SOFTWARE TECH | 0.16% | Reduce -38.2% | 334,691 | $40.28M | $120.34 | |
| 32 | MELI | MERCADOLIBRE | 0.13% | - | 30,000 | $32.47M | $1082.47 | |
| 33 | MAR | MARRIOTT INTERNATIONAL CL A | 0.10% | Add +52.0% | 279,552 | $25.88M | $92.58 | |
| 34 | FTNT | FORTINET INC | 0.10% | New | 212,445 | $25.03M | $117.81 | |
| 35 | XP | XP CLASS A | 0.04% | - | 253,367 | $10.56M | $41.69 | |
| 36 | CL | COLGATE PALMOLIVE CO | 0.03% | New | 107,251 | $8.27M | $77.15 |