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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| TJX | TJX Companies Inc | Add +2072.6% | 1.85% | 503,180 | $76.23M | $151.50 | $146.14 - $170.00(22%)$162.03 -> $151.50 |
| APH | Amphenol Corp | Add +172.7% | 2.63% | 614,660 | $108.38M | $176.32 | $118.01 - $178.52(96%)$127.70 -> $177.06 |
| CTAS | Cintas Corporation | New | 1.38% | 333,630 | $56.74M | $170.08 | $161.16 - $184.48(38%)$172.04 -> $170.08 |
| IDXX | IDEXX Laboratories Inc. | Add +2861.0% | 1.35% | 105,709 | $55.65M | $526.44 | $518.55 - $605.82(9%)$564.66 -> $526.44 |
| MSI | Motorola Solutions Inc. | Add +64.5% | 2.81% | 278,721 | $115.75M | $415.29 | $381.25 - $450.00(50%)$434.13 -> $415.29 |
| DOX | Amdocs Limited | Add +21.6% | 0.03% | 21,660 | $1.09M | $50.54 | $49.80 - $68.07(4%)$65.10 -> $50.54 |
| CLX | Clorox Company | Add +3.5% | 0.11% | 47,805 | $4.56M | $95.44 | $84.70 - $108.89(44%)$104.24 -> $95.43 |
| AON | AON plc Registered Shs | Add +0.9% | 0.21% | 25,789 | $8.55M | $331.69 | $306.52 - $340.69(74%)$321.34 -> $332.17 |
| KO | Coca-Cola Co | Add +0.0% | 0.22% | 111,668 | $9.08M | $81.27 | $74.55 - $84.04(71%)$76.08 -> $81.27 |