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 | 4.92% | - | 0 | $284.98M |
| 2 | OMC | Omnicom Group Inc COM | 4.90% | - | 0 | $283.67M |
| 3 | PEP | Pepsico Inc COM | 4.83% | - | 0 | $279.86M |
| 4 | MSFT | Microsoft Corp Com COM | 4.78% | - | 0 | $276.85M |
| 5 | EMR | Emerson Electric Co COM | 4.78% | - | 0 | $276.75M |
| 6 | TROW | T Rowe Price Group Inc COM | 4.75% | - | 0 | $274.91M |
| 7 | MMM | 3M Co COM | 4.65% | - | 0 | $269.39M |
| 8 | UTX | United Technologies Corp COM | 4.58% | - | 0 | $265.23M |
| 9 | ORCL | Oracle Corp COM | 4.29% | - | 0 | $248.27M |
| 10 | CTSH | Cognizant Tech Solutions Corp COM | 4.13% | - | 0 | $239.29M |
| 11 | APH | Amphenol Corp COM | 4.05% | - | 0 | $234.31M |
| 12 | ABT | Abbott Labs Com COM | 3.90% | - | 0 | $225.92M |
| 13 | ADBE | Adobe Systems Inc COM | 3.73% | - | 0 | $215.85M |
| 14 | PX | Praxair Inc COM | 3.69% | - | 0 | $213.92M |
| 15 | EFX | Equifax Inc COM | 3.52% | - | 0 | $203.79M |
| 16 | CL | Colgate-Palmolive Co COM | 3.49% | - | 0 | $201.78M |
| 17 | ADP | Automatic Data Processing COM | 3.25% | - | 0 | $188.33M |
| 18 | BDX | Becton Dickinson COM | 3.24% | - | 0 | $187.39M |
| 19 | SYK | Stryker Corp COM | 3.24% | - | 0 | $187.38M |
| 20 | WAT | Waters Corp COM | 2.98% | - | 0 | $172.81M |
| 21 | CHRW | CH Robinson Worldwide COM | 2.86% | - | 0 | $165.71M |
| 22 | LH | Laboratory Corp of America Hol COM | 2.15% | - | 0 | $124.46M |
| 23 | NKE | Nike Inc Cl B COM | 2.07% | - | 0 | $119.8M |
| 24 | MDT | Medtronic Inc COM | 2.04% | - | 0 | $117.95M |
| 25 | VAR | Varian Medical Systems COM | 2.03% | - | 0 | $117.37M |
| 26 | BCR | Bard (C.R.) Inc COM | 2.00% | - | 0 | $115.74M |
| 27 | KO | Coca-Cola Co COM | 1.94% | - | 0 | $112.59M |
| 28 | ECL | Ecolab Inc COM | 1.43% | - | 0 | $82.64M |
| 29 | PAYX | Paychex Inc COM | 1.37% | - | 0 | $79.13M |
| 30 | CLX | Clorox Co COM | 0.09% | - | 0 | $5.15M |
| 31 | JNJ | Johnson & Johnson COM | 0.02% | - | 0 | $1.33M |
| 32 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $524K |
| 33 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $488K |
| 34 | TJX | TJX Companies Inc COM | 0.01% | New | 0 | $477K |
| 35 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $476K |
| 36 | ACN | Accenture PLC Ireland COM | 0.01% | - | 0 | $457K |
| 37 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $449K |
| 39 | CI | Cigna Corp COM | 0.01% | - | 0 | $448K |
| 38 | BALL | Ball Corporation COM | 0.01% | - | 0 | $448K |
| 40 | FRX | Forest Labs COM | 0.01% | - | 0 | $445K |
| 41 | FI | Fiserv Inc. COM | 0.01% | New | 0 | $444K |
| 42 | ZBH | Zimmer Holdings Inc COM | 0.01% | - | 0 | $439K |
| 43 | BAX | Baxter International Inc COM | 0.01% | New | 0 | $436K |
| 45 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $435K |
| 44 | EV | Eaton Vance COM | 0.01% | - | 0 | $435K |
| 46 | UPS | United Parcel Svc Cl B COM | 0.01% | New | 0 | $433K |
| 47 | CPB | Campbell Soup Co COM | 0.01% | - | 0 | $432K |
| 48 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $430K |
| 49 | AVP | Avon Products Inc COM | 0.01% | - | 0 | $426K |
| 50 | VCI | Valassis Communications COM | 0.01% | New | 0 | $425K |
| 51 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $422K |
| 52 | ESRX | Express Scripts Holding Compan COM | 0.01% | New | 0 | $419K |
| 53 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $416K |
| 54 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $411K |
| 55 | TGT | Target Corp COM | 0.01% | New | 0 | $410K |
| 56 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $407K |
| 57 | DELL | Dell Inc COM | 0.01% | - | 0 | $403K |
| 58 | SYY | Sysco Corp COM | 0.01% | - | 0 | $399K |
| 61 | COL | Rockwell Collins Inc. COM | 0.01% | New | 0 | $397K |
| 60 | KR | Kroger Co COM | 0.01% | - | 0 | $397K |
| 59 | EXC | Exelon Corp COM | 0.01% | New | 0 | $397K |
| 62 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $394K |
| 63 | WAG | Walgreen Company COM | 0.01% | - | 0 | $391K |
| 64 | LSTR | Landstar System Inc COM | 0.01% | - | 0 | $387K |
| 65 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $384K |
| 66 | GPN | Global Payments Inc. COM | 0.01% | - | 0 | $383K |
| 67 | BBY | Best Buy Company Inc COM | 0.01% | - | 0 | $376K |
| 68 | PBI | Pitney Bowes Inc COM | 0.01% | - | 0 | $366K |
| 69 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $343K |
| 70 | STRA | Strayer Education COM | 0.01% | - | 0 | $340K |
| 71 | APOL | Apollo Group Inc Cl A COM | 0.00% | - | 0 | $286K |
| 72 | RSH | Radioshack COM | 0.00% | - | 0 | $249K |
| 73 | DVA | Davita Inc COM | 0.00% | - | 0 | $232K |