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.
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Updated 2026-09-19 from SEC 13F data.
| 1 | ABT | Abbott Labs Com Common | 5.22% | - | 0 | $184.47M |
| 2 | PX | Praxair Inc Common | 4.45% | - | 0 | $157.41M |
| 3 | EMR | Emerson Electric Co Common | 4.45% | - | 0 | $157.38M |
| 4 | MDT | Medtronic Inc Common | 4.43% | - | 0 | $156.52M |
| 5 | PG | Procter & Gamble Co Common | 4.39% | - | 0 | $155.19M |
| 6 | UTX | United Technologies Corp Common | 4.29% | - | 0 | $151.62M |
| 7 | MMM | 3M Co Common | 4.27% | - | 0 | $150.81M |
| 8 | ORCL | Oracle Corp Common | 4.25% | - | 0 | $150.15M |
| 9 | MSFT | Microsoft Corp Com Common | 4.23% | - | 0 | $149.47M |
| 10 | CL | Colgate-Palmolive Co Common | 4.22% | - | 0 | $149.29M |
| 11 | PEP | Pepsico Inc Common | 4.04% | - | 0 | $142.88M |
| 12 | TROW | T Rowe Price Group Inc Common | 4.01% | - | 0 | $141.72M |
| 13 | OMC | Omnicom Group Inc Common | 3.96% | - | 0 | $140.07M |
| 14 | ADP | Automatic Data Processing Common | 3.76% | - | 0 | $132.94M |
| 15 | ADBE | Adobe Systems Inc Common | 3.72% | - | 0 | $131.51M |
| 16 | SYK | Stryker Corp Common | 3.45% | - | 0 | $121.98M |
| 17 | JNJ | Johnson & Johnson Common | 3.42% | - | 0 | $121.01M |
| 18 | CTSH | Cognizant Tech Solutions Corp Common | 3.30% | - | 0 | $116.76M |
| 19 | EFX | Equifax Inc Common | 3.24% | - | 0 | $114.53M |
| 20 | BCR | Bard (C.R.) Inc Common | 3.13% | - | 0 | $110.75M |
| 21 | KO | Coca-Cola Co Common | 3.08% | - | 0 | $108.98M |
| 22 | WAT | Waters Corp Common | 2.91% | - | 0 | $103.06M |
| 23 | SYY | Sysco Corp Common | 2.60% | - | 0 | $92.07M |
| 24 | APH | Amphenol Corp Common | 2.45% | - | 0 | $86.8M |
| 25 | CLX | Clorox Co Common | 2.29% | - | 0 | $80.88M |
| 26 | ECL | Ecolab Inc Common | 2.19% | - | 0 | $77.44M |
| 27 | CHRW | CH Robinson Worldwide Common | 2.11% | - | 0 | $74.58M |
| 28 | PAYX | Paychex Inc Common | 1.82% | - | 0 | $64.47M |
| 29 | DNEX | Dionex Corp Common | 0.04% | - | 0 | $1.37M |
| 30 | BMY | Bristol Myers Squibb Co Com Common | 0.02% | - | 0 | $823K |
| 31 | WFC | Wells Fargo & Co Common | 0.02% | - | 0 | $678K |
| 32 | NKE | Nike Inc Cl B Common | 0.02% | - | 0 | $560K |
| 33 | IBM | International Business Machine Common | 0.02% | - | 0 | $535K |
| 34 | XOM | Exxon Mobil Corp Common | 0.01% | - | 0 | $421K |
| 35 | NSRGY | Nestle SA ADR Common | 0.01% | - | 0 | $327K |
| 36 | AAP | Advance Auto Parts, Inc. Common | 0.01% | New | 0 | $276K |
| 37 | GPC | Genuine Parts Co Common | 0.01% | New | 0 | $252K |
| 38 | CAH | Cardinal Health Inc Common | 0.01% | New | 0 | $249K |
| 39 | BALL | Ball Corporation Common | 0.01% | New | 0 | $248K |
| 40 | LLY | Eli Lilly & Co Common | 0.01% | New | 0 | $245K |
| 41 | ACN | Accenture PLC Ireland Common | 0.01% | New | 0 | $244K |
| 42 | AXP | American Express Common | 0.01% | New | 0 | $241K |
| 44 | YUM | Yum Brands Inc Common | 0.01% | New | 0 | $240K |
| 43 | PII | Polaris Industries Common | 0.01% | New | 0 | $240K |
| 46 | IT | Gartner Inc Common | 0.01% | New | 0 | $239K |
| 45 | DCI | Donaldson Common | 0.01% | New | 0 | $239K |
| 47 | PDCO | Patterson Companies Common | 0.01% | New | 0 | $236K |
| 48 | BAX | Baxter International Inc Common | 0.01% | New | 0 | $232K |
| 49 | BDX | Becton Dickinson Common | 0.01% | New | 0 | $230K |
| 50 | MCO | Moodys Corp Common | 0.01% | New | 0 | $229K |
| 51 | EXC | Exelon Corp Common | 0.01% | New | 0 | $226K |
| 52 | VIG | Vanguard Div App ETF Common | 0.01% | - | 0 | $225K |
| 53 | VCI | Valassis Communications Common | 0.01% | New | 0 | $224K |
| 54 | ITT | ITT Corp Common | 0.01% | New | 0 | $217K |
| 57 | VFC | VF Corp Common | 0.01% | New | 0 | $216K |
| 56 | UPS | United Parcel Svc Cl B Common | 0.01% | New | 0 | $216K |
| 55 | KR | Kroger Co Common | 0.01% | New | 0 | $216K |
| 58 | COL | Rockwell Collins Inc. Common | 0.01% | New | 0 | $214K |
| 59 | JACK | Jack in the Box Inc Common | 0.01% | New | 0 | $210K |
| 60 | EV | Eaton Vance Common | 0.01% | New | 0 | $209K |
| 61 | DELL | Dell, Inc Common | 0.01% | New | 0 | $208K |
| 62 | GD | General Dynamics Corp Common | 0.01% | New | 0 | $205K |
| 63 | ATK | Alliant Techsystems Inc Common | 0.01% | New | 0 | $202K |