Jensen Investment Management
As of Q2 2026, Jensen Investment Management reported 83 long-equity positions worth $4.13B in aggregate.
Copy-investor backtest
- Latest quarter
- +8.13%
- 1-year
- +6.57%
- 3-year
- +24.72%
- 5-year
- +27.20%
- 3-year vs S&P 500
- -46.84%
- 5-year vs S&P 500
- -47.83%
- 5-year top 5
- +37.54%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-08 from SEC 13F data.
Live quotes available for 82 of 85 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.91% | Reduce -45.0% | 797,098 | $284.86M | $357.37 | |
| 2 | MSFT | Microsoft Corp | 6.67% | Reduce -37.0% | 737,144 | $274.97M | $373.02 | |
| 3 | AMZN | Amazon.com Inc. | 6.09% | Reduce -13.6% | 1,054,136 | $251.24M | $238.34 | |
| 4 | AAPL | Apple, Inc. | 6.04% | Reduce -46.0% | 860,969 | $249.13M | $289.36 | |
| 5 | NVDA | NVIDIA Corp | 5.81% | Reduce -26.6% | 1,197,487 | $239.61M | $200.09 | |
| 6 | KLAC | KLA Corporation | 5.78% | Reduce -52.3%10:1 split | 790,391 | $238.47M | $301.71 | |
| 7 | SYK | Stryker Corp | 4.50% | Reduce -15.3% | 589,670 | $185.65M | $314.84 | |
| 8 | SHW | Sherwin-Williams Co | 4.50% | Reduce -13.9% | 539,035 | $185.6M | $344.32 | |
| 9 | LLY | Eli Lilly & Co. | 4.47% | Reduce -33.4% | 153,735 | $184.39M | $1199.43 | |
| 10 | MA | Mastercard Inc | 4.33% | Reduce -29.2% | 347,714 | $178.59M | $513.60 | |
| 11 | MMC | Marsh, Inc. | 3.98% | Reduce -14.4% | 984,904 | $164.15M | No quote | No quote |
| 12 | AVGO | Broadcom, Inc. | 3.59% | Reduce -12.0% | 392,082 | $148.11M | $377.75 | |
| 13 | WM | Waste Management | 3.41% | Reduce -3.1% | 631,052 | $140.65M | $222.88 | |
| 14 | PG | Procter & Gamble Co | 3.06% | Reduce -13.7% | 860,442 | $126.18M | $146.64 | |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.81% | Reduce -39.0% | 308,555 | $115.81M | $375.32 | |
| 16 | MSI | Motorola Solutions Inc. | 2.81% | Add +64.5% | 278,721 | $115.75M | $415.29 | |
| 17 | APH | Amphenol Corp | 2.63% | Add +172.7% | 614,660 | $108.38M | $176.32 | |
| 18 | ABT | Abbott Labs | 1.95% | Reduce -40.4% | 885,262 | $80.33M | $90.74 | |
| 19 | VEEV | Veeva Systems Inc. Class A | 1.93% | Reduce -20.6% | 449,489 | $79.77M | $177.47 | |
| 20 | TJX | TJX Companies Inc | 1.85% | Add +2072.6% | 503,180 | $76.23M | $151.50 | |
| 21 | VRSK | Verisk Analytics Inc | 1.65% | Reduce -21.3% | 379,127 | $68.06M | $179.53 | |
| 22 | META | Meta Platforms, Inc. Class A | 1.49% | Reduce -67.9% | 109,456 | $61.66M | $563.29 | |
| 23 | MCD | McDonald's Corp. | 1.48% | Reduce -18.4% | 225,570 | $60.97M | $270.31 | |
| 24 | EFX | Equifax Inc | 1.43% | Reduce -52.7% | 370,551 | $58.81M | $158.72 | |
| 25 | CTAS | Cintas Corporation | 1.38% | New | 333,630 | $56.74M | $170.08 | |
| 26 | IDXX | IDEXX Laboratories Inc. | 1.35% | Add +2861.0% | 105,709 | $55.65M | $526.44 | |
| 27 | BR | Broadridge Financial Solutions | 1.26% | Reduce -55.6% | 380,126 | $52.06M | $136.95 | |
| 28 | CPRT | Copart Inc. | 0.85% | Reduce -22.4% | 1,243,675 | $35.06M | $28.19 | |
| 29 | ADP | Automatic Data Processing, Inc | 0.45% | Reduce -21.4% | 82,492 | $18.47M | $223.95 | |
| 30 | ORCL | Oracle Corp | 0.42% | Reduce -2.0% | 118,394 | $17.35M | $146.55 | |
| 31 | ECL | Ecolab Inc | 0.39% | Reduce -0.7% | 58,436 | $16.28M | $278.61 | |
| 32 | JGRW | Jensen Quality Growth ETF | 0.36% | Reduce -5.2% | 544,862 | $14.78M | $27.12 | |
| 33 | WAT | Waters Corp | 0.35% | Reduce -0.5% | 38,566 | $14.46M | $375.04 | |
| 34 | PEP | PepsiCo Inc. | 0.26% | Reduce -1.7% | 79,927 | $10.82M | $135.40 | |
| 35 | CL | Colgate-Palmolive Co | 0.26% | Reduce -2.9% | 115,229 | $10.56M | $91.68 | |
| 36 | EMR | Emerson Elec Co | 0.26% | Reduce -1.1% | 73,691 | $10.55M | $143.15 | |
| 37 | KO | Coca-Cola Co | 0.22% | Add +0.0% | 111,668 | $9.08M | $81.27 | |
| 38 | AON | AON plc Registered Shs | 0.21% | Add +0.9% | 25,789 | $8.55M | $331.69 | |
| 39 | TSM | Taiwan Semiconductor Manuf ADR | 0.18% | Reduce -3.3% | 15,884 | $7.59M | $477.57 | |
| 40 | ADBE | Adobe Inc | 0.17% | Reduce -0.8% | 33,545 | $6.88M | $205.02 | |
| 41 | ACN | Accenture plc Class A | 0.16% | Reduce -10.4% | 52,235 | $6.5M | $124.44 | |
| 42 | CCK | Crown Holdings Inc. | 0.14% | Reduce -7.6% | 52,583 | $5.88M | $111.82 | |
| 43 | CLX | Clorox Company | 0.11% | Add +3.5% | 47,805 | $4.56M | $95.44 | |
| 44 | LH | Labcorp Holdings, Inc. | 0.11% | Reduce -13.2% | 16,050 | $4.49M | $280.00 | |
| 45 | MMM | 3M Co. | 0.11% | Reduce -0.0% | 27,618 | $4.47M | $161.91 | |
| 46 | CTSH | Cognizant Technology Solutions | 0.10% | Reduce -2.4% | 103,867 | $4.02M | $38.73 | |
| 47 | EHC | Encompass Health Corp | 0.10% | Reduce -22.5% | 39,260 | $3.97M | $101.08 | |
| 48 | GWW | W.W. Grainger Inc. | 0.09% | Reduce -13.0% | 2,732 | $3.72M | $1360.40 | |
| 49 | TROW | T Rowe Price Group Inc | 0.09% | - | 31,950 | $3.63M | $113.69 | |
| 50 | ROST | Ross Stores Inc | 0.09% | Reduce -23.4% | 16,872 | $3.59M | $212.85 | |
| 51 | MSCI | MSCI, Inc. | 0.09% | Reduce -17.3% | 6,410 | $3.59M | $560.04 | |
| 52 | KR | Kroger Company | 0.08% | Reduce -5.8% | 62,390 | $3.46M | $55.53 | |
| 53 | RTX | Raytheon Technologies Corp | 0.08% | Reduce -0.1% | 17,586 | $3.34M | $189.73 | |
| 54 | KEYS | Keysight Technologies, Inc. | 0.08% | Reduce -46.2% | 9,127 | $3.2M | $350.07 | |
| 55 | LEVI | Levi Strauss & Co | 0.08% | Reduce -8.1% | 128,120 | $3.18M | $24.83 | |
| 56 | FFIV | F5 Networks Inc. | 0.08% | Reduce -43.9% | 7,470 | $3.11M | $415.96 | |
| 57 | CHD | Church & Dwight Co Inc | 0.07% | Reduce -8.1% | 31,740 | $3.07M | $96.88 | |
| 58 | NKE | Nike Inc | 0.07% | Reduce -4.8% | 71,344 | $2.93M | $41.05 | |
| 59 | TSCO | Tractor Supply Co | 0.07% | Reduce -8.1% | 89,840 | $2.84M | $31.61 | |
| 60 | ABBV | AbbVie Inc. | 0.07% | Reduce -0.7% | 11,064 | $2.78M | $251.64 | |
| 61 | GNTX | Gentex Corporation | 0.07% | Reduce -18.8% | 108,470 | $2.74M | $25.27 | |
| 62 | JNJ | Johnson & Johnson | 0.05% | Reduce -9.9% | 8,797 | $2.23M | $253.97 | |
| 63 | URI | United Rentals, Inc. | 0.05% | Reduce -12.4% | 1,902 | $2.15M | $1132.89 | |
| 64 | TTC | Toro Company | 0.05% | Reduce -8.1% | 21,423 | $2.09M | $97.42 | |
| 65 | G | Genpact Limited | 0.05% | Reduce -20.8% | 73,655 | $2.03M | $27.50 | |
| 66 | INTU | Intuit Inc. | 0.05% | Reduce -92.7% | 7,526 | $1.96M | $261.00 | |
| 67 | APD | Air Products & Chemicals | 0.04% | Reduce -28.6% | 5,491 | $1.61M | $293.18 | |
| 68 | OMC | Omnicom Group Inc | 0.04% | - | 22,054 | $1.61M | $72.83 | |
| 69 | NDSN | Nordson Corporation | 0.03% | Reduce -37.6% | 4,360 | $1.32M | $301.69 | |
| 70 | DCI | Donaldson Co. Inc. | 0.03% | Reduce -41.9% | 13,490 | $1.21M | $89.77 | |
| 71 | DOX | Amdocs Limited | 0.03% | Add +21.6% | 21,660 | $1.09M | $50.54 | |
| 72 | RACE | Ferrari N.V. | 0.02% | - | 2,682 | $998.48K | $372.29 | |
| 73 | FICO | Fair Isaac Corporation | 0.02% | Reduce -40.8% | 740 | $884.14K | $1194.78 | |
| 74 | BAH | Booz Allen Hamilton Holding Co | 0.02% | Reduce -8.1% | 12,730 | $772.33K | $60.67 | |
| 75 | LIN | Linde plc | 0.02% | - | 1,290 | $669.43K | $518.94 | |
| 76 | MANH | Manhattan Associates, Inc. | 0.01% | Reduce -8.1% | 4,060 | $565.36K | $139.25 | |
| 77 | CPB | Campbell Soup Company | 0.01% | Reduce -30.8% | 21,735 | $484.04K | $22.27 | |
| 78 | GIS | General Mills Inc. | 0.01% | Reduce -29.7% | 12,546 | $436.6K | $34.80 | |
| 79 | TXN | Texas Instruments Inc | 0.01% | Reduce -10.9% | 1,247 | $371.69K | $298.07 | |
| 80 | UNH | Unitedhealth Group Inc | 0.01% | Reduce -42.4% | 859 | $357.03K | $415.63 | |
| 81 | GPC | Genuine Parts Company | 0.01% | - | 2,674 | $315.48K | $117.98 | |
| 82 | BDX | Becton Dickinson & Co. | 0.01% | Reduce -4.7% | 2,040 | $308.71K | $151.33 | |
| 83 | HD | Home Depot, Inc. | 0.01% | Reduce -45.5% | 797 | $281.09K | $352.68 | |
| 85 | BBY | Best Buy Co. Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 84 | - | Bajaj Finance LimitedCUSIP Y0547D153 | - | Sold | 0 | $0 | No quote | No quote |