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 | MSFT | Microsoft Corp Com Common | 5.05% | - | 0 | $242.93M |
| 2 | TROW | T Rowe Price Group Inc Common | 4.85% | - | 0 | $233.22M |
| 3 | MMM | 3M Co Common | 4.71% | - | 0 | $226.63M |
| 4 | MDT | Medtronic Inc Common | 4.69% | - | 0 | $225.27M |
| 5 | PEP | Pepsico Inc Common | 4.64% | - | 0 | $223.21M |
| 6 | OMC | Omnicom Group Inc Common | 4.63% | - | 0 | $222.69M |
| 7 | UTX | United Technologies Corp Common | 4.59% | - | 0 | $220.66M |
| 8 | ADBE | Adobe Systems Inc Common | 4.57% | - | 0 | $219.52M |
| 9 | SYK | Stryker Corp Common | 4.51% | - | 0 | $216.92M |
| 10 | ABT | Abbott Labs Com Common | 4.34% | - | 0 | $208.53M |
| 11 | PG | Procter & Gamble Co Common | 4.32% | - | 0 | $207.47M |
| 12 | EMR | Emerson Electric Co Common | 4.28% | - | 0 | $205.57M |
| 13 | ORCL | Oracle Corp Common | 4.24% | - | 0 | $203.6M |
| 14 | EFX | Equifax Inc Common | 4.02% | - | 0 | $193.13M |
| 15 | PX | Praxair Inc Common | 3.46% | - | 0 | $166.49M |
| 16 | CTSH | Cognizant Tech Solutions Corp Common | 3.43% | - | 0 | $164.83M |
| 17 | CL | Colgate-Palmolive Co Common | 3.24% | - | 0 | $155.94M |
| 18 | ADP | Automatic Data Processing Common | 3.23% | - | 0 | $155.23M |
| 19 | KO | Coca-Cola Co Common | 3.03% | - | 0 | $145.69M |
| 20 | BCR | Bard (C.R.) Inc Common | 2.91% | - | 0 | $140.08M |
| 21 | WAT | Waters Corp Common | 2.62% | - | 0 | $126.14M |
| 22 | PAYX | Paychex Inc Common | 2.56% | - | 0 | $123.09M |
| 23 | APH | Amphenol Corp Common | 2.46% | - | 0 | $118.24M |
| 24 | CHRW | CH Robinson Worldwide Common | 2.11% | - | 0 | $101.44M |
| 25 | SYY | Sysco Corp Common | 1.85% | - | 0 | $88.76M |
| 26 | JNJ | Johnson & Johnson Common | 1.85% | - | 0 | $88.7M |
| 27 | ECL | Ecolab Inc Common | 1.83% | - | 0 | $88.2M |
| 28 | CLX | Clorox Co Common | 1.75% | - | 0 | $83.91M |
| 29 | NKE | Nike Inc Cl B Common | 0.01% | - | 0 | $708K |
| 30 | XOM | Exxon Mobil Corp Common | 0.01% | - | 0 | $455K |
| 31 | WDR | Waddell & Reed Financial Inc Common | 0.01% | - | 0 | $397K |
| 32 | CAH | Cardinal Health Inc Common | 0.01% | - | 0 | $374K |
| 33 | LLY | Eli Lilly & Co Common | 0.01% | - | 0 | $366K |
| 34 | PFE | Pfizer Inc Com Common | 0.01% | - | 0 | $360K |
| 35 | WAG | Walgreen Company Common | 0.01% | - | 0 | $356K |
| 36 | GD | General Dynamics Corp Common | 0.01% | - | 0 | $353K |
| 37 | ESI | ITT Educational Svcs Common | 0.01% | - | 0 | $352K |
| 38 | FHI | Federated Investors Inc. Common | 0.01% | - | 0 | $350K |
| 40 | KMB | Kimberly Clark Corp Common | 0.01% | - | 0 | $349K |
| 39 | ITT | ITT Corp Common | 0.01% | - | 0 | $349K |
| 41 | APOL | Apollo Group Inc Cl A Common | 0.01% | - | 0 | $336K |
| 42 | WABC | Westamerica Bancorporation Common | 0.01% | - | 0 | $334K |
| 43 | KR | Kroger Co Common | 0.01% | New | 0 | $332K |
| 44 | AJG | Arthur J Gallagher Common | 0.01% | - | 0 | $331K |
| 45 | CI | Cigna Corp Common | 0.01% | - | 0 | $324K |
| 46 | WMT | Wal Mart Stores Inc Common | 0.01% | - | 0 | $322K |
| 47 | FRX | Forest Labs Common | 0.01% | - | 0 | $318K |
| 48 | UNH | Unitedhealth Group Inc Common | 0.01% | - | 0 | $311K |
| 49 | ATK | Alliant Techsystems Inc Common | 0.01% | - | 0 | $310K |
| 51 | MCO | Moodys Corp Common | 0.01% | - | 0 | $306K |
| 50 | ARO | Aeropostale Inc Common | 0.01% | New | 0 | $306K |
| 52 | TSS | Total System Services Common | 0.01% | - | 0 | $302K |
| 53 | GRMN | Garmin Ltd Common | 0.01% | - | 0 | $299K |
| 54 | DELL | Dell Inc Common | 0.01% | - | 0 | $294K |
| 55 | EXC | Exelon Corp Common | 0.01% | - | 0 | $291K |
| 56 | RSH | Radioshack Common | 0.01% | - | 0 | $253K |
| 57 | LXK | Lexmark Intl Inc Common | 0.00% | - | 0 | $236K |
| 58 | PCAR | Paccar Inc Common | 0.00% | New | 0 | $225K |
| 59 | BALL | Ball Corporation Common | 0.00% | New | 0 | $212K |
| 60 | SEIC | SEI Investments Common | 0.00% | - | 0 | $211K |