Terry Smith — Fundsmith LLP Portfolio
13F Holdings — Q1 2026
Performance Summary
Q1 2026AUM
$12.83B
Portfolio Size
34 positions
Turnover
14.7%
Avg Holding Period
21 quarters
1Y Return
+1.86%
3Y Return
+25.82%
5Y Return
+19.92%
vs S&P 500 (1Y)
-14.47%
Top Holdings
34 positions| # | Symbol | Name | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 3,370,872 | $1.10B | 8.59% |
| 2 | SYK | STRYKER CORPORATION | 3,061,416 | $1.01B | 7.84% |
| 3 | WAT | WATERS CORP | 3,212,075 | $956.56M | 7.46% |
| 4 | V | VISA INC | 3,104,090 | $938.18M | 7.31% |
| 5 | GOOGL | ALPHABET INC | 2,956,198 | $850.08M | 6.63% |
| 6 | PM | PHILIP MORRIS INTL INC | 5,113,163 | $845.41M | 6.59% |
| 7 | IDXX | IDEXX LABS INC | 1,465,786 | $823.61M | 6.42% |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | 3,855,105 | $783.28M | 6.11% |
| 9 | MSFT | MICROSOFT CORP | 2,079,737 | $769.86M | 6.00% |
| 10 | META | META PLATFORMS INC | 1,321,375 | $756.00M | 5.89% |
Top Holdings by Value
Portfolio Weight Distribution
Portfolio Concentration
Cumulative weight of top N holdings
Holdings by Security Type
Breakdown across 34 positions
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Portfolio data sourced from SEC 13F filings. Filings are reported quarterly with a 45-day delay.
© 2026 Amsflow. Licensed under CC BY-NC-ND 4.0. Free for personal and educational use with attribution required. Commercial use, redistribution, and modifications not permitted.
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