Terry Smith - Fundsmith Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Fundsmith portfolio managed by Terry Smith was diversified across 8 sectors, according to the most recent SEC 13F filing dated Feb 17, 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 31.9% of total portfolio value, followed by Healthcare and Technology and Consumer Defensive. Together, the top three sectors account for 67.3% 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.
| Sector | Percentage of portfolio (%) |
|---|---|
| Healthcare | 31.87% |
| Technology | 22.51% |
| Consumer Defensive | 12.96% |
| Communication Services | 11.66% |
| Consumer Cyclical | 10.04% |
| Financial Services | 7.80% |
| Industrials | 2.69% |
| ETF | 0.49% |