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 | UTX | United Technologies Corp COM | 4.99% | - | 0 | $286.39M |
| 2 | MMM | 3M Co COM | 4.94% | - | 0 | $283.55M |
| 3 | PEP | Pepsico Inc COM | 4.89% | - | 0 | $280.67M |
| 4 | OMC | Omnicom Group Inc COM | 4.89% | - | 0 | $280.66M |
| 5 | EMR | Emerson Electric Co COM | 4.68% | - | 0 | $268.19M |
| 6 | ADBE | Adobe Systems Inc COM | 4.67% | - | 0 | $268.04M |
| 7 | ABT | Abbott Labs Com COM | 4.52% | - | 0 | $259.23M |
| 8 | MSFT | Microsoft Corp Com COM | 4.52% | - | 0 | $259.11M |
| 9 | TROW | T Rowe Price Group Inc COM | 4.50% | - | 0 | $258.06M |
| 10 | SYK | Stryker Corp COM | 4.44% | - | 0 | $254.51M |
| 11 | PG | Procter & Gamble Co COM | 4.32% | - | 0 | $247.79M |
| 12 | MDT | Medtronic Inc COM | 4.17% | - | 0 | $239.46M |
| 13 | PX | Praxair Inc COM | 3.99% | - | 0 | $229.1M |
| 14 | BDX | Becton Dickinson COM | 3.81% | - | 0 | $218.45M |
| 15 | ORCL | Oracle Corp COM | 3.75% | - | 0 | $215.36M |
| 16 | EFX | Equifax Inc COM | 3.34% | - | 0 | $191.39M |
| 17 | CTSH | Cognizant Tech Solutions Corp COM | 3.17% | - | 0 | $181.75M |
| 18 | ADP | Automatic Data Processing COM | 3.11% | - | 0 | $178.16M |
| 19 | CL | Colgate-Palmolive Co COM | 2.97% | - | 0 | $170.23M |
| 20 | WAT | Waters Corp COM | 2.86% | - | 0 | $163.94M |
| 21 | APH | Amphenol Corp COM | 2.77% | - | 0 | $158.96M |
| 22 | KO | Coca-Cola Co COM | 2.61% | - | 0 | $149.89M |
| 23 | BCR | Bard (C.R.) Inc COM | 2.57% | - | 0 | $147.52M |
| 24 | PAYX | Paychex Inc COM | 2.29% | - | 0 | $131.16M |
| 25 | CHRW | CH Robinson Worldwide COM | 1.75% | - | 0 | $100.4M |
| 26 | NKE | Nike Inc Cl B COM | 1.74% | - | 0 | $99.93M |
| 27 | ECL | Ecolab Inc COM | 1.73% | - | 0 | $99.2M |
| 28 | SYY | Sysco Corp COM | 1.65% | - | 0 | $94.69M |
| 29 | CLX | Clorox Co COM | 0.10% | - | 0 | $5.63M |
| 30 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.86M |
| 31 | FRX | Forest Labs COM | 0.01% | - | 0 | $504K |
| 32 | CI | Cigna Corp COM | 0.01% | - | 0 | $483K |
| 33 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $480K |
| 34 | ACN | Accenture PLC Ireland COM | 0.01% | - | 0 | $470K |
| 35 | APOL | Apollo Group Inc Cl A COM | 0.01% | - | 0 | $466K |
| 36 | DGX | Quest Diagnostics Inc COM | 0.01% | New | 0 | $460K |
| 37 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | - | 0 | $457K |
| 38 | DELL | Dell Inc COM | 0.01% | - | 0 | $451K |
| 40 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $450K |
| 39 | CPB | Campbell Soup Co COM | 0.01% | - | 0 | $450K |
| 41 | KR | Kroger Co COM | 0.01% | - | 0 | $447K |
| 43 | EXC | Exelon Corp COM | 0.01% | - | 0 | $442K |
| 42 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $442K |
| 44 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $440K |
| 45 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $430K |
| 46 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $426K |
| 47 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $423K |
| 48 | WRLD | World Acceptance Corp COM | 0.01% | New | 0 | $418K |
| 49 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $415K |
| 50 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $412K |
| 51 | EV | Eaton Vance COM | 0.01% | - | 0 | $402K |
| 53 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $399K |
| 52 | ESRX | Express Scripts Inc Cl A COM | 0.01% | New | 0 | $399K |
| 54 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $398K |
| 55 | DLX | Deluxe Corp COM | 0.01% | New | 0 | $396K |
| 56 | NUS | Nu Skin Enterprises COM | 0.01% | - | 0 | $381K |
| 57 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $365K |
| 58 | RSH | Radioshack COM | 0.01% | - | 0 | $356K |
| 59 | BALL | Ball Corporation COM | 0.01% | New | 0 | $306K |
| 60 | KCI | Kinetic Concepts Inc COM | 0.00% | New | 0 | $270K |
| 61 | BBY | Best Buy Company Inc COM | 0.00% | New | 0 | $241K |