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 | PG | Procter & Gamble Co COM | 5.39% | - | 0 | $263.87M |
| 2 | PEP | Pepsico Inc COM | 5.22% | - | 0 | $255.51M |
| 3 | UTX | United Technologies Corp COM | 4.54% | - | 0 | $222.27M |
| 4 | ABT | Abbott Labs Com COM | 4.51% | - | 0 | $220.9M |
| 5 | OMC | Omnicom Group Inc COM | 4.43% | - | 0 | $216.54M |
| 6 | EMR | Emerson Electric Co COM | 4.42% | - | 0 | $216.36M |
| 7 | TROW | T Rowe Price Group Inc COM | 4.39% | - | 0 | $214.94M |
| 8 | MMM | 3M Co COM | 4.32% | - | 0 | $211.27M |
| 9 | MSFT | Microsoft Corp Com COM | 4.32% | - | 0 | $211.27M |
| 10 | PX | Praxair Inc COM | 4.21% | - | 0 | $205.98M |
| 11 | ADBE | Adobe Systems Inc COM | 4.19% | - | 0 | $205.11M |
| 12 | BDX | Becton Dickinson COM | 4.06% | - | 0 | $198.46M |
| 13 | ORCL | Oracle Corp COM | 3.98% | - | 0 | $194.73M |
| 14 | CTSH | Cognizant Tech Solutions Corp COM | 3.94% | - | 0 | $192.81M |
| 15 | APH | Amphenol Corp COM | 3.56% | - | 0 | $174.4M |
| 16 | CL | Colgate-Palmolive Co COM | 3.49% | - | 0 | $170.56M |
| 17 | ADP | Automatic Data Processing COM | 3.45% | - | 0 | $168.72M |
| 18 | EFX | Equifax Inc COM | 3.41% | - | 0 | $167.02M |
| 19 | SYK | Stryker Corp COM | 3.41% | - | 0 | $166.81M |
| 20 | CHRW | CH Robinson Worldwide COM | 3.02% | - | 0 | $148.01M |
| 21 | WAT | Waters Corp COM | 2.85% | - | 0 | $139.23M |
| 22 | NKE | Nike Inc Cl B COM | 2.46% | - | 0 | $120.37M |
| 23 | BCR | Bard (C.R.) Inc COM | 2.38% | - | 0 | $116.23M |
| 24 | MDT | Medtronic Inc COM | 2.26% | - | 0 | $110.79M |
| 25 | PAYX | Paychex Inc COM | 2.13% | - | 0 | $104.24M |
| 26 | KO | Coca-Cola Co COM | 2.08% | - | 0 | $101.57M |
| 27 | ECL | Ecolab Inc COM | 1.58% | - | 0 | $77.44M |
| 28 | LH | Laboratory Corp of America Hol COM | 1.58% | New | 0 | $77.19M |
| 29 | CLX | Clorox Co COM | 0.11% | - | 0 | $5.5M |
| 30 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.34M |
| 31 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | - | 0 | $570K |
| 32 | EXC | Exelon Corp COM | 0.01% | - | 0 | $509K |
| 33 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $502K |
| 34 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $473K |
| 35 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $463K |
| 36 | RSH | Radioshack COM | 0.01% | - | 0 | $462K |
| 37 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $442K |
| 39 | LSTR | Landstar System Inc COM | 0.01% | New | 0 | $437K |
| 38 | KR | Kroger Co COM | 0.01% | - | 0 | $437K |
| 41 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $435K |
| 40 | ACN | Accenture PLC Ireland COM | 0.01% | - | 0 | $435K |
| 42 | UPS | United Parcel Svc Cl B COM | 0.01% | New | 0 | $433K |
| 43 | SYY | Sysco Corp COM | 0.01% | - | 0 | $420K |
| 45 | WRLD | World Acceptance Corp COM | 0.01% | - | 0 | $413K |
| 44 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $413K |
| 46 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $412K |
| 48 | CI | Cigna Corp COM | 0.01% | - | 0 | $411K |
| 47 | BBY | Best Buy Company Inc COM | 0.01% | - | 0 | $411K |
| 49 | DELL | Dell Inc COM | 0.01% | - | 0 | $410K |
| 50 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $406K |
| 52 | FRX | Forest Labs COM | 0.01% | - | 0 | $405K |
| 51 | EV | Eaton Vance COM | 0.01% | - | 0 | $405K |
| 53 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $400K |
| 54 | APOL | Apollo Group Inc Cl A COM | 0.01% | - | 0 | $398K |
| 55 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $387K |
| 56 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $385K |
| 57 | ESRX | Express Scripts Inc Cl A COM | 0.01% | - | 0 | $358K |
| 58 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $342K |
| 60 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $318K |
| 59 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $318K |
| 61 | TJX | TJX Companies Inc COM | 0.01% | New | 0 | $303K |
| 62 | BALL | Ball Corporation COM | 0.01% | - | 0 | $248K |
| 63 | DVA | Davita Inc COM | 0.01% | New | 0 | $246K |
| 64 | AJG | Arthur J Gallagher COM | 0.00% | New | 0 | $226K |