Terry Smith - Fundsmith
As of Q1 2026, this manager reported 34 long-equity positions worth $12.83B in aggregate.
As of Q1 2026, Terry Smith's Fundsmith held 34 long-equity positions with a reported value of $12.83B.
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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 37 of 42 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 11.38% | Reduce -6.4% | 4,561,352 | $2.67B | $585.51 | |
| 2 | MSFT | MICROSOFT CORP | 11.12% | Reduce -10.3% | 6,187,033 | $2.61B | $421.50 | |
| 3 | SYK | STRYKER CORPORATION | 8.19% | Reduce -0.1% | 5,333,977 | $1.92B | $360.05 | |
| 4 | ADP | AUTOMATIC DATA PROCESSING IN | 6.26% | Reduce -10.0% | 5,013,712 | $1.47B | $292.73 | |
| 5 | V | VISA INC | 6.23% | Reduce -16.7% | 4,622,567 | $1.46B | $316.04 | |
| 6 | PM | PHILIP MORRIS INTL INC | 5.77% | Reduce -6.4% | 11,245,175 | $1.35B | $120.35 | |
| 7 | WAT | WATERS CORP | 5.75% | Reduce -0.3% | 3,634,522 | $1.35B | $370.98 | |
| 8 | GOOGL | ALPHABET INC | 5.53% | Reduce -0.1% | 6,848,278 | $1.3B | $189.30 | |
| 9 | MAR | MARRIOTT INTL INC NEW | 5.06% | Reduce -0.3% | 4,255,340 | $1.19B | $278.94 | |
| 10 | IDXX | IDEXX LABS INC | 4.69% | Reduce -0.1% | 2,662,855 | $1.1B | $413.44 | |
| 11 | PEP | PEPSICO INC | 3.67% | Reduce -1.3% | 5,663,677 | $861.22M | $152.06 | |
| 12 | FTNT | FORTINET INC | 3.44% | Reduce -15.7% | 8,530,423 | $805.95M | $94.48 | |
| 13 | PG | PROCTER AND GAMBLE CO | 3.31% | Reduce -0.1% | 4,626,376 | $775.61M | $167.65 | |
| 14 | MTD | METTLER TOLEDO INTERNATIONAL | 3.09% | Reduce -0.1% | 591,455 | $723.75M | $1223.68 | |
| 15 | CHD | CHURCH & DWIGHT CO INC | 3.06% | Reduce -0.4% | 6,857,121 | $718.01M | $104.71 | |
| 16 | OTIS | OTIS WORLDWIDE CORP | 2.36% | Reduce -2.8% | 5,966,777 | $552.58M | $92.61 | |
| 17 | NKE | NIKE INC | 1.98% | Reduce -2.6% | 6,135,629 | $464.28M | $75.67 | |
| 18 | BF-B | BROWN FORMAN CORP | 1.56% | Reduce -3.7% | 9,637,881 | $366.05M | $37.98 | |
| 19 | TXN | TEXAS INSTRS INC | 1.36% | - | 1,700,630 | $318.89M | $187.51 | |
| 20 | VRSN | VERISIGN INC | 0.55% | - | 624,500 | $129.25M | $206.96 | |
| 21 | VRSK | VERISK ANALYTICS INC | 0.49% | - | 417,685 | $115.04M | $275.43 | |
| 22 | CHH | CHOICE HOTELS INTL INC | 0.44% | - | 733,892 | $104.2M | $141.98 | |
| 23 | MSCI | MSCI INC | 0.43% | - | 166,619 | $99.97M | $600.01 | |
| 24 | CLX | CLOROX CO DEL | 0.42% | - | 613,497 | $99.64M | $162.41 | |
| 25 | GGG | GRACO INC | 0.41% | - | 1,139,641 | $96.06M | $84.29 | |
| 26 | EFX | EQUIFAX INC | 0.39% | - | 363,328 | $92.59M | $254.85 | |
| 27 | SABR | SABRE CORP | 0.33% | - | 21,499,095 | $78.47M | $3.65 | |
| 28 | QLYS | QUALYS INC | 0.33% | - | 548,009 | $76.84M | $140.22 | |
| 29 | IEX | IDEX CORP | 0.32% | - | 362,501 | $75.87M | $209.29 | |
| 30 | EXPO | EXPONENT INC | 0.32% | - | 836,477 | $74.53M | No quote | No quote |
| 31 | ROL | ROLLINS INC | 0.32% | - | 1,597,513 | $74.04M | $46.35 | |
| 32 | ODD | ODDITY TECH LTD | 0.29% | - | 1,615,158 | $67.87M | $42.02 | |
| 33 | PAYC | PAYCOM SOFTWARE INC | 0.28% | - | 322,611 | $66.13M | $204.97 | |
| 34 | HD | HOME DEPOT INC | 0.24% | Reduce -1.5% | 145,639 | $56.65M | $388.99 | |
| 35 | MEDP | MEDPACE HLDGS INC | 0.18% | New | 127,537 | $42.37M | $332.23 | |
| 36 | DOCS | DOXIMITY INC | 0.16% | New | 710,502 | $37.93M | $53.39 | |
| 37 | ZTS | ZOETIS INC | 0.16% | Reduce -1.5% | 227,329 | $37.04M | $162.93 | |
| 38 | MA | MASTERCARD INCORPORATED | 0.14% | Reduce -1.5% | 64,033 | $33.72M | $526.57 | |
| 42 | MCD | MCDONALD S ORD | - | Sold | 0 | $0 | No quote | No quote |
| 41 | MKC | MCCORMICK & CO NON VTG SHRS | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CGNX | COGNEX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 39 | AAPL | Apple | - | Sold | 0 | $0 | No quote | No quote |