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
- +8.41%
- 1-year
- +5.91%
- 3-year
- +23.15%
- 5-year
- +26.04%
- 3-year vs S&P 500
- -48.42%
- 5-year vs S&P 500
- -49.00%
- 5-year top 5
- +29.33%
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.
Get email alerts when Jensen Investment Management files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
| 1 | ABT | Abbott Labs Com Common | 5.10% | - | 0 | $183.33M |
| 2 | EMR | Emerson Electric Co Common | 4.95% | - | 0 | $177.82M |
| 3 | MSFT | Microsoft Corp Com Common | 4.61% | - | 0 | $165.44M |
| 4 | PX | Praxair Inc Common | 4.49% | - | 0 | $161.34M |
| 5 | UTX | United Technologies Corp Common | 4.36% | - | 0 | $156.55M |
| 6 | MMM | 3M Co Common | 4.34% | - | 0 | $155.81M |
| 7 | ORCL | Oracle Corp Common | 4.15% | - | 0 | $148.93M |
| 8 | CL | Colgate-Palmolive Co Common | 4.12% | - | 0 | $148.15M |
| 9 | OMC | Omnicom Group Inc Common | 4.10% | - | 0 | $147.39M |
| 10 | MDT | Medtronic Inc Common | 4.05% | - | 0 | $145.48M |
| 11 | PG | Procter & Gamble Co Common | 3.94% | - | 0 | $141.64M |
| 12 | ADP | Automatic Data Processing Common | 3.88% | - | 0 | $139.5M |
| 13 | PEP | Pepsico Inc Common | 3.82% | - | 0 | $137.2M |
| 14 | EFX | Equifax Inc Common | 3.73% | - | 0 | $134.04M |
| 15 | JNJ | Johnson & Johnson Common | 3.69% | - | 0 | $132.51M |
| 16 | BCR | Bard (C.R.) Inc Common | 3.57% | - | 0 | $128.13M |
| 17 | SYK | Stryker Corp Common | 3.55% | - | 0 | $127.34M |
| 18 | CTSH | Cognizant Tech Solutions Corp Common | 3.45% | - | 0 | $123.98M |
| 19 | KO | Coca-Cola Co Common | 3.16% | - | 0 | $113.58M |
| 20 | TROW | T Rowe Price Group Inc Common | 3.12% | - | 0 | $112.18M |
| 21 | WAT | Waters Corp Common | 3.12% | - | 0 | $112.11M |
| 22 | SYY | Sysco Corp Common | 2.75% | - | 0 | $98.67M |
| 23 | APH | Amphenol Corp Common | 2.71% | - | 0 | $97.21M |
| 24 | CLX | Clorox Co Common | 2.42% | - | 0 | $86.81M |
| 25 | ADBE | Adobe Systems Inc Common | 2.37% | - | 0 | $85.04M |
| 26 | ECL | Ecolab Inc Common | 2.16% | - | 0 | $77.46M |
| 27 | CHRW | CH Robinson Worldwide Common | 2.12% | New | 0 | $76.02M |
| 28 | PAYX | Paychex Inc Common | 1.99% | - | 0 | $71.61M |
| 29 | DNEX | Dionex Corp Common | 0.05% | - | 0 | $1.93M |
| 30 | WFC | Wells Fargo & Co Common | 0.03% | - | 0 | $1.02M |
| 31 | BMY | Bristol Myers Squibb Co Com Common | 0.03% | - | 0 | $996K |
| 32 | VIG | Vanguard Div App ETF Common | 0.02% | - | 0 | $703K |
| 33 | NKE | Nike Inc Cl B Common | 0.02% | - | 0 | $609K |
| 34 | NSRGY | Nestle SA ADR Common | 0.01% | - | 0 | $346K |
| 35 | IBM | International Business Machine Common | 0.01% | - | 0 | $341K |
| 36 | XOM | Exxon Mobil Corp Common | 0.01% | - | 0 | $230K |
| 37 | INTC | Intel Corp Common | 0.01% | New | 0 | $207K |
| 38 | ZBRA | Zebra Technologies Common | 0.01% | New | 0 | $204K |