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 | 5.34% | - | 0 | $284.49M |
| 2 | PEP | Pepsico Inc COM | 5.27% | - | 0 | $280.92M |
| 3 | OMC | Omnicom Group Inc COM | 5.02% | - | 0 | $267.72M |
| 4 | TROW | T Rowe Price Group Inc COM | 4.90% | - | 0 | $261.44M |
| 5 | EMR | Emerson Electric Co COM | 4.66% | - | 0 | $248.63M |
| 6 | MMM | 3M Co COM | 4.58% | - | 0 | $244.16M |
| 7 | UTX | United Technologies Corp COM | 4.41% | - | 0 | $235.11M |
| 8 | PX | Praxair Inc COM | 4.30% | - | 0 | $229.35M |
| 9 | MSFT | Microsoft Corp Com COM | 4.23% | - | 0 | $225.28M |
| 10 | ABT | Abbott Labs Com COM | 4.16% | - | 0 | $222.01M |
| 11 | APH | Amphenol Corp COM | 3.86% | - | 0 | $205.95M |
| 12 | CTSH | Cognizant Tech Solutions Corp COM | 3.79% | - | 0 | $202.17M |
| 13 | ORCL | Oracle Corp COM | 3.75% | - | 0 | $200.12M |
| 14 | ADP | Automatic Data Processing COM | 3.71% | - | 0 | $198.05M |
| 15 | CL | Colgate-Palmolive Co COM | 3.60% | - | 0 | $191.83M |
| 16 | EFX | Equifax Inc COM | 3.48% | - | 0 | $185.62M |
| 17 | BDX | Becton Dickinson COM | 3.38% | - | 0 | $180.41M |
| 18 | ADBE | Adobe Systems Inc COM | 3.37% | - | 0 | $179.49M |
| 19 | SYK | Stryker Corp COM | 3.18% | - | 0 | $169.42M |
| 20 | CHRW | CH Robinson Worldwide COM | 2.87% | - | 0 | $152.8M |
| 21 | WAT | Waters Corp COM | 2.62% | - | 0 | $139.61M |
| 22 | NKE | Nike Inc Cl B COM | 2.60% | - | 0 | $138.39M |
| 23 | MDT | Medtronic Inc COM | 2.42% | - | 0 | $129.24M |
| 24 | KO | Coca-Cola Co COM | 2.01% | - | 0 | $107.23M |
| 25 | BCR | Bard (C.R.) Inc COM | 1.89% | - | 0 | $100.52M |
| 26 | VAR | Varian Medical Systems COM | 1.64% | New | 0 | $87.55M |
| 27 | LH | Laboratory Corp of America Hol COM | 1.60% | - | 0 | $85.34M |
| 28 | PAYX | Paychex Inc COM | 1.47% | - | 0 | $78.25M |
| 29 | ECL | Ecolab Inc COM | 1.46% | - | 0 | $77.83M |
| 30 | CLX | Clorox Co COM | 0.09% | - | 0 | $5.03M |
| 31 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.34M |
| 32 | APOL | Apollo Group Inc Cl A COM | 0.01% | - | 0 | $533K |
| 33 | ESRX | Express Scripts Inc Cl A COM | 0.01% | - | 0 | $526K |
| 35 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $520K |
| 34 | LSTR | Landstar System Inc COM | 0.01% | - | 0 | $520K |
| 36 | DVA | Davita Inc COM | 0.01% | - | 0 | $518K |
| 37 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $511K |
| 38 | SYY | Sysco Corp COM | 0.01% | - | 0 | $507K |
| 39 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $502K |
| 40 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $501K |
| 41 | GPN | Global Payments Inc. COM | 0.01% | New | 0 | $497K |
| 43 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $477K |
| 42 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $477K |
| 44 | KR | Kroger Co COM | 0.01% | - | 0 | $475K |
| 45 | BALL | Ball Corporation COM | 0.01% | - | 0 | $474K |
| 46 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $468K |
| 47 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $467K |
| 48 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $466K |
| 49 | CPB | Campbell Soup Co COM | 0.01% | New | 0 | $463K |
| 51 | ZBH | Zimmer Holdings Inc COM | 0.01% | New | 0 | $456K |
| 50 | FRX | Forest Labs COM | 0.01% | - | 0 | $456K |
| 52 | WAG | Walgreen Company COM | 0.01% | New | 0 | $452K |
| 53 | EV | Eaton Vance COM | 0.01% | - | 0 | $451K |
| 54 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $447K |
| 55 | ACN | Accenture PLC Ireland COM | 0.01% | - | 0 | $433K |
| 56 | CI | Cigna Corp COM | 0.01% | - | 0 | $431K |
| 57 | PBI | Pitney Bowes Inc COM | 0.01% | New | 0 | $421K |
| 58 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $420K |
| 59 | DELL | Dell Inc COM | 0.01% | - | 0 | $418K |
| 60 | BBY | Best Buy Company Inc COM | 0.01% | - | 0 | $406K |
| 61 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | - | 0 | $395K |
| 62 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $393K |
| 63 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $365K |
| 64 | AVP | Avon Products Inc COM | 0.01% | New | 0 | $344K |
| 65 | RSH | Radioshack COM | 0.01% | - | 0 | $334K |
| 66 | STRA | Strayer Education COM | 0.01% | New | 0 | $275K |