Fundsmith (Terry Smith)

"Buy good companies, don't overpay, do nothing": quality companies with high returns on capital.

What Terry Smith held at Q2 2026: 41 positions, the largest MAR +7.0 %, SYK +6.7 %, WAT +6.2 %, V +5.1 %, UBER +4.7 %. Changes against the quarter before.

• MAR – +7.0 %
• SYK – +6.7 %
• WAT – +6.2 %
• V – +5.1 %
• UBER – +4.7 %
• MA – +4.7 %
• GOOGL – +4.6 %
• CHD – +4.6 %
• PG – +4.4 %
• MSFT – +4.4 %
• META – +4.3 %
• ADP – +4.3 %
• FTNT – +4.1 %
• TSM – +4.0 %
• IDXX – +3.9 %
• TXN – +3.9 %
• PM – +3.9 %
• NFLX – +3.7 %
• GEV – +3.5 %
• APP – +2.6 %
• TJX – +2.5 %
• NXT – +2.5 %
• VEEV – +1.1 %
• YUM – +0.7 %
• MSCI – +0.2 %
• MEDP – +0.2 %
• NTNX – +0.2 %
• BMI – +0.2 %
• CLX – +0.2 %
• ROL – +0.2 %
• MANH – +0.2 %
• NSSC – +0.2 %
• FICO – +0.2 %
• SABR – +0.1 %
• IDCC – +0.1 %
• ORLY – +0.1 %
• VRT – +0.1 %
• VRSN – +0.1 %
• ADMA – +0.1 %
• DOCS – +0.1 %