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
- +8.13%
- 1-year
- +6.57%
- 3-year
- +24.72%
- 5-year
- +27.20%
- 3-year vs S&P 500
- -46.84%
- 5-year vs S&P 500
- -47.83%
- 5-year top 5
- +37.54%
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 2026-06-06 from SEC 13F data.
| 1 | PEP | Pepsico Inc COM | 5.30% | - | 0 | $291.33K |
| 2 | MMM | 3M Co COM | 4.97% | - | 0 | $273K |
| 3 | MSFT | Microsoft Corp Com COM | 4.84% | - | 0 | $265.73K |
| 4 | PG | Procter & Gamble Co COM | 4.81% | - | 0 | $264.44K |
| 5 | ORCL | Oracle Corp COM | 4.66% | - | 0 | $256.17K |
| 6 | UTX | United Technologies Corp COM | 4.47% | - | 0 | $245.29K |
| 7 | ABT | Abbott Labs Com COM | 4.38% | - | 0 | $240.47K |
| 8 | TROW | T Rowe Price Group Inc COM | 4.05% | - | 0 | $222.52K |
| 9 | CL | Colgate-Palmolive Co COM | 3.96% | - | 0 | $217.64K |
| 10 | OMC | Omnicom Group Inc COM | 3.96% | - | 0 | $217.47K |
| 11 | CTSH | Cognizant Tech Solutions Corp COM | 3.96% | - | 0 | $217.35K |
| 12 | EMR | Emerson Electric Co COM | 3.94% | - | 0 | $216.51K |
| 13 | EFX | Equifax Inc COM | 3.79% | - | 0 | $208.44K |
| 14 | APH | Amphenol Corp COM | 3.73% | - | 0 | $204.93K |
| 15 | ADBE | Adobe Systems Inc COM | 3.71% | - | 0 | $204.01K |
| 16 | ADP | Automatic Data Processing COM | 3.49% | - | 0 | $191.45K |
| 17 | PX | Praxair Inc COM | 3.42% | - | 0 | $188.12K |
| 18 | SYK | Stryker Corp COM | 3.41% | - | 0 | $187.55K |
| 19 | BDX | Becton Dickinson COM | 3.32% | - | 0 | $182.62K |
| 20 | CHRW | CH Robinson Worldwide COM | 2.75% | - | 0 | $151.01K |
| 21 | WAT | Waters Corp COM | 2.73% | - | 0 | $149.95K |
| 22 | VAR | Varian Medical Systems COM | 2.37% | - | 0 | $130.02K |
| 23 | BCR | Bard (C.R.) Inc COM | 2.32% | - | 0 | $127.6K |
| 24 | LH | Laboratory Corp of America Hol COM | 2.31% | - | 0 | $127K |
| 25 | MDT | Medtronic Inc COM | 2.15% | - | 0 | $118.36K |
| 26 | NKE | Nike Inc Cl B COM | 2.10% | - | 0 | $115.11K |
| 27 | KO | Coca-Cola Co COM | 1.85% | - | 0 | $101.79K |
| 28 | ECL | Ecolab Inc COM | 1.69% | - | 0 | $92.97K |
| 29 | PAYX | Paychex Inc COM | 1.10% | - | 0 | $60.43K |
| 30 | CLX | Clorox Co COM | 0.10% | - | 0 | $5.32K |
| 31 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.47K |
| 32 | PRAA | Portfolio Recovery Assoc COM | 0.01% | New | 0 | $512 |
| 33 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $468 |
| 34 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | New | 0 | $409 |
| 35 | SYY | Sysco Corp COM | 0.01% | - | 0 | $402 |
| 36 | ENR | Energizer Hldgs Inc COM | 0.01% | New | 0 | $401 |
| 38 | STRA | Strayer Education COM | 0.01% | - | 0 | $399 |
| 37 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $399 |
| 39 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $397 |
| 40 | ZD | J2 Global Inc COM | 0.01% | New | 0 | $395 |
| 41 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $394 |
| 42 | ZBH | Zimmer Holdings Inc COM | 0.01% | - | 0 | $391 |
| 43 | WRLD | World Acceptance Corp COM | 0.01% | New | 0 | $389 |
| 44 | EV | Eaton Vance COM | 0.01% | - | 0 | $388 |
| 45 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $387 |
| 47 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $386 |
| 46 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $386 |
| 48 | EXC | Exelon Corp COM | 0.01% | - | 0 | $385 |
| 49 | KR | Kroger Co COM | 0.01% | - | 0 | $383 |
| 51 | TGT | Target Corp COM | 0.01% | - | 0 | $381 |
| 50 | FRX | Forest Labs COM | 0.01% | - | 0 | $381 |
| 52 | ESRX | Express Scripts Holding Company COM | 0.01% | - | 0 | $380 |
| 53 | XOM | Exxon Mobil Corp COM | 0.01% | New | 0 | $379 |
| 54 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $378 |
| 57 | GILD | Gilead Sciences Inc COM | 0.01% | New | 0 | $374 |
| 56 | CPB | Campbell Soup Co COM | 0.01% | - | 0 | $374 |
| 55 | MO | Altria Group Inc COM | 0.01% | New | 0 | $374 |
| 59 | PGR | Progressive Corp Ohio COM | 0.01% | New | 0 | $369 |
| 58 | NWL | Newell Rubbermaid Inc COM | 0.01% | New | 0 | $369 |
| 60 | FDO | Family Dollar Stores COM | 0.01% | New | 0 | $368 |
| 61 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $362 |
| 62 | LMT | Lockheed Martin Corp COM | 0.01% | New | 0 | $361 |
| 63 | CI | Cigna Corp COM | 0.01% | - | 0 | $357 |
| 64 | GPN | Global Payments Inc. COM | 0.01% | - | 0 | $351 |
| 66 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $349 |
| 65 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $349 |
| 67 | COL | Rockwell Collins Inc. COM | 0.01% | - | 0 | $343 |
| 68 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $336 |
| 69 | JOSB | JOS A Bank Clothiers Inc COM | 0.01% | New | 0 | $335 |
| 70 | PBI | Pitney Bowes Inc COM | 0.01% | - | 0 | $333 |
| 71 | TUP | Tupperware Brands COM | 0.01% | New | 0 | $326 |
| 72 | FLIR | Flir Systems Inc COM | 0.01% | New | 0 | $319 |
| 73 | WAG | Walgreen Company COM | 0.01% | - | 0 | $315 |
| 74 | WDC | Western Digital Corp COM | 0.01% | New | 0 | $301 |
| 75 | ARO | Aeropostale Inc COM | 0.01% | - | 0 | $299 |
| 76 | DELL | Dell Inc COM | 0.01% | - | 0 | $289 |
| 77 | AVP | Avon Products Inc COM | 0.01% | - | 0 | $283 |