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Focused investors/Jensen Investment Management

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 2026-06-06 from SEC 13F data.
1ABTAbbott Labs Com Common5.22%-0$184.47K
2PXPraxair Inc Common4.45%-0$157.41K
3EMREmerson Electric Co Common4.45%-0$157.38K
4MDTMedtronic Inc Common4.43%-0$156.52K
5PGProcter & Gamble Co Common4.39%-0$155.19K
6UTXUnited Technologies Corp Common4.29%-0$151.62K
7MMM3M Co Common4.27%-0$150.81K
8ORCLOracle Corp Common4.25%-0$150.15K
9MSFTMicrosoft Corp Com Common4.23%-0$149.47K
10CLColgate-Palmolive Co Common4.22%-0$149.29K
11PEPPepsico Inc Common4.04%-0$142.88K
12TROWT Rowe Price Group Inc Common4.01%-0$141.72K
13OMCOmnicom Group Inc Common3.96%-0$140.07K
14ADPAutomatic Data Processing Common3.76%-0$132.94K
15ADBEAdobe Systems Inc Common3.72%-0$131.51K
16SYKStryker Corp Common3.45%-0$121.98K
17JNJJohnson & Johnson Common3.42%-0$121.01K
18CTSHCognizant Tech Solutions Corp Common3.30%-0$116.76K
19EFXEquifax Inc Common3.24%-0$114.53K
20BCRBard (C.R.) Inc Common3.13%-0$110.75K
21KOCoca-Cola Co Common3.08%-0$108.98K
22WATWaters Corp Common2.91%-0$103.06K
23SYYSysco Corp Common2.60%-0$92.07K
24APHAmphenol Corp Common2.45%-0$86.8K
25CLXClorox Co Common2.29%-0$80.88K
26ECLEcolab Inc Common2.19%-0$77.44K
27CHRWCH Robinson Worldwide Common2.11%-0$74.58K
28PAYXPaychex Inc Common1.82%-0$64.47K
29DNEXDionex Corp Common0.04%-0$1.37K
30BMYBristol Myers Squibb Co Com Common0.02%-0$823
31WFCWells Fargo & Co Common0.02%-0$678
32NKENike Inc Cl B Common0.02%-0$560
33IBMInternational Business Machine Common0.02%-0$535
34XOMExxon Mobil Corp Common0.01%-0$421
35NSRGYNestle SA ADR Common0.01%-0$327
36AAPAdvance Auto Parts, Inc. Common0.01%New0$276
37GPCGenuine Parts Co Common0.01%New0$252
38CAHCardinal Health Inc Common0.01%New0$249
39BALLBall Corporation Common0.01%New0$248
40LLYEli Lilly & Co Common0.01%New0$245
41ACNAccenture PLC Ireland Common0.01%New0$244
42AXPAmerican Express Common0.01%New0$241
44YUMYum Brands Inc Common0.01%New0$240
43PIIPolaris Industries Common0.01%New0$240
46ITGartner Inc Common0.01%New0$239
45DCIDonaldson Common0.01%New0$239
47PDCOPatterson Companies Common0.01%New0$236
48BAXBaxter International Inc Common0.01%New0$232
49BDXBecton Dickinson Common0.01%New0$230
50MCOMoodys Corp Common0.01%New0$229
51EXCExelon Corp Common0.01%New0$226
52VIGVanguard Div App ETF Common0.01%-0$225
53VCIValassis Communications Common0.01%New0$224
54ITTITT Corp Common0.01%New0$217
57VFCVF Corp Common0.01%New0$216
56UPSUnited Parcel Svc Cl B Common0.01%New0$216
55KRKroger Co Common0.01%New0$216
58COLRockwell Collins Inc. Common0.01%New0$214
59JACKJack in the Box Inc Common0.01%New0$210
60EVEaton Vance Common0.01%New0$209
61DELLDell, Inc Common0.01%New0$208
62GDGeneral Dynamics Corp Common0.01%New0$205
63ATKAlliant Techsystems Inc Common0.01%New0$202