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 | 5.10% | - | 0 | $206.68M |
| 2 | MSFT | Microsoft Corp Com Common | 4.75% | - | 0 | $192.34M |
| 3 | ORCL | Oracle Corp Common | 4.73% | - | 0 | $191.58M |
| 4 | EMR | Emerson Electric Co Common | 4.59% | - | 0 | $186.02M |
| 5 | MMM | 3M Co Common | 4.56% | - | 0 | $184.8M |
| 6 | SYK | Stryker Corp Common | 4.52% | - | 0 | $183M |
| 7 | OMC | Omnicom Group Inc Common | 4.48% | - | 0 | $181.59M |
| 8 | MDT | Medtronic Inc Common | 4.45% | - | 0 | $180.4M |
| 9 | UTX | United Technologies Corp Common | 4.26% | - | 0 | $172.57M |
| 10 | ADBE | Adobe Systems Inc Common | 4.24% | - | 0 | $171.55M |
| 11 | TROW | T Rowe Price Group Inc Common | 4.23% | - | 0 | $171.46M |
| 12 | PX | Praxair Inc Common | 4.10% | - | 0 | $165.87M |
| 13 | PEP | Pepsico Inc Common | 3.85% | - | 0 | $155.92M |
| 14 | PG | Procter & Gamble Co Common | 3.82% | - | 0 | $154.66M |
| 15 | CL | Colgate-Palmolive Co Common | 3.59% | - | 0 | $145.5M |
| 16 | CTSH | Cognizant Tech Solutions Corp Common | 3.51% | - | 0 | $142.21M |
| 17 | EFX | Equifax Inc Common | 3.43% | - | 0 | $138.83M |
| 18 | ADP | Automatic Data Processing Common | 3.42% | - | 0 | $138.4M |
| 19 | KO | Coca-Cola Co Common | 3.14% | - | 0 | $127.34M |
| 20 | BCR | Bard (C.R.) Inc Common | 3.01% | - | 0 | $121.84M |
| 21 | WAT | Waters Corp Common | 2.77% | - | 0 | $112.29M |
| 22 | APH | Amphenol Corp Common | 2.67% | - | 0 | $107.97M |
| 23 | ECL | Ecolab Inc Common | 2.15% | - | 0 | $87.17M |
| 24 | JNJ | Johnson & Johnson Common | 2.14% | - | 0 | $86.84M |
| 25 | CHRW | CH Robinson Worldwide Common | 2.14% | - | 0 | $86.64M |
| 26 | CLX | Clorox Co Common | 2.12% | - | 0 | $85.98M |
| 27 | SYY | Sysco Corp Common | 2.07% | - | 0 | $83.98M |
| 28 | PAYX | Paychex Inc Common | 1.89% | - | 0 | $76.54M |
| 29 | NKE | Nike Inc Cl B Common | 0.02% | - | 0 | $664K |
| 30 | LXK | Lexmark Intl Inc Common | 0.01% | New | 0 | $318K |
| 31 | PFE | Pfizer Inc Com Common | 0.01% | New | 0 | $281K |
| 33 | UNH | Unitedhealth Group Inc Common | 0.01% | New | 0 | $276K |
| 32 | CI | Cigna Corp Common | 0.01% | New | 0 | $276K |
| 35 | WAG | Walgreen Company Common | 0.01% | New | 0 | $273K |
| 34 | WDR | Waddell & Reed Financial Inc Common | 0.01% | New | 0 | $273K |
| 36 | ATK | Alliant Techsystems Inc Common | 0.01% | - | 0 | $271K |
| 37 | MO | Altria Group Inc Common | 0.01% | New | 0 | $269K |
| 38 | MCO | Moodys Corp Common | 0.01% | - | 0 | $267K |
| 39 | ACN | Accenture PLC Ireland Common | 0.01% | - | 0 | $266K |
| 41 | BAX | Baxter International Inc Common | 0.01% | - | 0 | $265K |
| 40 | APOL | Apollo Group Inc Cl A Common | 0.01% | New | 0 | $265K |
| 43 | FRX | Forest Labs Common | 0.01% | New | 0 | $263K |
| 42 | BMY | Bristol Myers Squibb Co Com Common | 0.01% | - | 0 | $263K |
| 44 | RSH | Radioshack Common | 0.01% | New | 0 | $259K |
| 45 | WMT | Wal Mart Stores Inc Common | 0.01% | New | 0 | $256K |
| 47 | UGI | UGI Corp Common | 0.01% | New | 0 | $255K |
| 46 | DNB | Dun & Bradstreet Corp Common | 0.01% | New | 0 | $255K |
| 48 | LLY | Eli Lilly & Co Common | 0.01% | - | 0 | $253K |
| 49 | FHI | Federated Investors Inc. Common | 0.01% | New | 0 | $252K |
| 50 | VIG | Vanguard Div App ETF Common | 0.01% | - | 0 | $249K |
| 51 | WABC | Westamerica Bancorporation Common | 0.01% | New | 0 | $248K |
| 53 | GD | General Dynamics Corp Common | 0.01% | - | 0 | $247K |
| 52 | AJG | Arthur J Gallagher Common | 0.01% | New | 0 | $247K |
| 55 | TSS | Total System Services Common | 0.01% | New | 0 | $245K |
| 54 | EXC | Exelon Corp Common | 0.01% | - | 0 | $245K |
| 56 | GRMN | Garmin Ltd Common | 0.01% | New | 0 | $239K |
| 57 | ITT | ITT Corp Common | 0.01% | - | 0 | $231K |
| 58 | CAH | Cardinal Health Inc Common | 0.01% | - | 0 | $230K |
| 59 | DELL | Dell Inc Common | 0.01% | - | 0 | $228K |
| 60 | PBI | Pitney Bowes Inc Common | 0.01% | New | 0 | $217K |
| 61 | SEIC | SEI Investments Common | 0.01% | New | 0 | $211K |
| 62 | KMB | Kimberly Clark Corp Common | 0.01% | New | 0 | $207K |
| 63 | XOM | Exxon Mobil Corp Common | 0.01% | - | 0 | $203K |
| 64 | ESI | ITT Educational Svcs Common | 0.01% | New | 0 | $202K |
| 65 | HRB | Block H & R Inc Common | 0.00% | New | 0 | $134K |