Terry Smith - Fundsmith Investment Services Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Fundsmith Investment Services portfolio managed by Terry Smith was diversified across 7 sectors, according to the most recent SEC 13F filing dated May 15, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Healthcare sector represents the largest share at 31.8% of total portfolio value, followed by Healthcare and Technology and Consumer Defensive. Together, the top three sectors account for 68.5% of the portfolio, reflecting Terry Smith's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.