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 | MMM | 3M Co COM | 5.13% | - | 0 | $280.24M |
| 2 | OMC | Omnicom Group Inc COM | 5.04% | - | 0 | $274.96M |
| 3 | UTX | United Technologies Corp COM | 5.03% | - | 0 | $274.69M |
| 4 | ADBE | Adobe Systems Inc COM | 4.83% | - | 0 | $263.75M |
| 5 | TROW | T Rowe Price Group Inc COM | 4.72% | - | 0 | $257.39M |
| 6 | PEP | Pepsico Inc COM | 4.68% | - | 0 | $255.51M |
| 7 | MSFT | Microsoft Corp Com COM | 4.64% | - | 0 | $253.01M |
| 8 | SYK | Stryker Corp COM | 4.63% | - | 0 | $252.96M |
| 9 | MDT | Medtronic Inc COM | 4.51% | - | 0 | $246.13M |
| 10 | ABT | Abbott Labs Com COM | 4.25% | - | 0 | $231.78M |
| 11 | PG | Procter & Gamble Co COM | 4.21% | - | 0 | $229.83M |
| 12 | EMR | Emerson Electric Co COM | 4.06% | - | 0 | $221.82M |
| 13 | ORCL | Oracle Corp COM | 4.06% | - | 0 | $221.74M |
| 14 | EFX | Equifax Inc COM | 3.98% | - | 0 | $217.24M |
| 15 | PX | Praxair Inc COM | 3.60% | - | 0 | $196.7M |
| 16 | CTSH | Cognizant Tech Solutions Corp COM | 3.39% | - | 0 | $185.21M |
| 17 | ADP | Automatic Data Processing COM | 3.20% | - | 0 | $174.81M |
| 18 | BDX | Becton Dickinson COM | 3.13% | New | 0 | $171.11M |
| 19 | CL | Colgate-Palmolive Co COM | 2.92% | - | 0 | $159.36M |
| 20 | BCR | Bard (C.R.) Inc COM | 2.84% | - | 0 | $154.74M |
| 21 | KO | Coca-Cola Co COM | 2.75% | - | 0 | $150.07M |
| 22 | WAT | Waters Corp COM | 2.74% | - | 0 | $149.39M |
| 23 | PAYX | Paychex Inc COM | 2.44% | - | 0 | $133.45M |
| 24 | APH | Amphenol Corp COM | 2.27% | - | 0 | $124.11M |
| 25 | CHRW | CH Robinson Worldwide COM | 1.74% | - | 0 | $95.2M |
| 26 | CLX | Clorox Co COM | 1.72% | - | 0 | $93.69M |
| 27 | ECL | Ecolab Inc COM | 1.66% | - | 0 | $90.36M |
| 28 | SYY | Sysco Corp COM | 1.55% | - | 0 | $84.68M |
| 29 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.77M |
| 30 | NKE | Nike Inc Cl B COM | 0.01% | - | 0 | $627K |
| 31 | MCO | Moodys Corp COM | 0.01% | - | 0 | $432K |
| 32 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $430K |
| 33 | KR | Kroger Co COM | 0.01% | - | 0 | $406K |
| 34 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $401K |
| 35 | CI | Cigna Corp COM | 0.01% | - | 0 | $400K |
| 36 | PFE | Pfizer Inc Com COM | 0.01% | - | 0 | $396K |
| 38 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $391K |
| 37 | DELL | Dell Inc COM | 0.01% | - | 0 | $391K |
| 39 | TSS | Total System Services COM | 0.01% | - | 0 | $387K |
| 40 | SLGN | Silgan Holdings Inc COM | 0.01% | New | 0 | $385K |
| 41 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $384K |
| 43 | EV | Eaton Vance COM | 0.01% | New | 0 | $383K |
| 42 | AJG | Arthur J Gallagher COM | 0.01% | - | 0 | $383K |
| 45 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $373K |
| 44 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | New | 0 | $373K |
| 46 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $371K |
| 47 | FRX | Forest Labs COM | 0.01% | - | 0 | $369K |
| 48 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $368K |
| 49 | APOL | Apollo Group Inc Cl A COM | 0.01% | - | 0 | $366K |
| 50 | CAH | Cardinal Health Inc COM | 0.01% | - | 0 | $365K |
| 52 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $361K |
| 51 | GRMN | Garmin Ltd COM | 0.01% | - | 0 | $361K |
| 53 | RSH | Radioshack COM | 0.01% | - | 0 | $358K |
| 54 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $352K |
| 55 | EXC | Exelon Corp COM | 0.01% | - | 0 | $348K |
| 56 | NUS | Nu Skin Enterprises COM | 0.01% | New | 0 | $347K |
| 58 | CPB | Campbell Soup Co COM | 0.01% | New | 0 | $345K |
| 57 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $345K |
| 59 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $331K |
| 60 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $283K |
| 61 | ACN | Accenture PLC Ireland COM | 0.00% | New | 0 | $258K |
| 62 | BAX | Baxter International Inc COM | 0.00% | New | 0 | $204K |