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 | 5.43% | - | 0 | $303.07M |
| 2 | PEP | Pepsico Inc COM | 5.28% | - | 0 | $294.88M |
| 3 | MMM | 3M Co COM | 4.91% | - | 0 | $273.88M |
| 4 | ORCL | Oracle Corp COM | 4.90% | - | 0 | $273.69M |
| 5 | MSFT | Microsoft Corp Com COM | 4.68% | - | 0 | $261.12M |
| 6 | ABT | Abbott Labs Com COM | 4.63% | - | 0 | $258.72M |
| 7 | UTX | United Technologies Corp COM | 4.30% | - | 0 | $240.37M |
| 8 | CL | Colgate-Palmolive Co COM | 4.07% | - | 0 | $227.15M |
| 9 | OMC | Omnicom Group Inc COM | 3.93% | - | 0 | $219.63M |
| 10 | CTSH | Cognizant Tech Solutions Corp COM | 3.77% | - | 0 | $210.74M |
| 11 | TROW | T Rowe Price Group Inc COM | 3.73% | - | 0 | $208.12M |
| 12 | ADP | Automatic Data Processing COM | 3.64% | - | 0 | $203.19M |
| 13 | BDX | Becton Dickinson COM | 3.49% | - | 0 | $195.11M |
| 14 | ADBE | Adobe Systems Inc COM | 3.45% | - | 0 | $192.91M |
| 15 | ACN | Accenture PLC COM | 3.37% | New | 0 | $188.44M |
| 16 | EMR | Emerson Electric Co COM | 3.34% | - | 0 | $186.46M |
| 17 | WAT | Waters Corp COM | 3.28% | - | 0 | $182.88M |
| 18 | EFX | Equifax Inc COM | 3.02% | - | 0 | $168.55M |
| 19 | PX | Praxair Inc COM | 2.99% | - | 0 | $167.01M |
| 20 | APH | Amphenol Corp COM | 2.78% | - | 0 | $155.5M |
| 21 | CHRW | CH Robinson Worldwide COM | 2.75% | - | 0 | $153.69M |
| 22 | NKE | Nike Inc Cl B COM | 2.63% | - | 0 | $146.73M |
| 23 | SYK | Stryker Corp COM | 2.42% | - | 0 | $135.23M |
| 24 | MDT | Medtronic Inc COM | 2.39% | - | 0 | $133.63M |
| 25 | VAR | Varian Medical Systems COM | 2.35% | - | 0 | $131.28M |
| 26 | LH | Laboratory Corp of America Hol COM | 2.31% | - | 0 | $128.85M |
| 27 | UPS | United Parcel Svc Cl B COM | 2.27% | New | 0 | $126.9M |
| 28 | KO | Coca-Cola Co COM | 1.79% | - | 0 | $99.83M |
| 29 | ECL | Ecolab Inc COM | 1.60% | - | 0 | $89.25M |
| 30 | CLX | Clorox Co COM | 0.09% | - | 0 | $5.28M |
| 31 | PAYX | Paychex Inc COM | 0.03% | - | 0 | $1.56M |
| 32 | JNJ | Johnson & Johnson COM | 0.03% | - | 0 | $1.47M |
| 33 | SSL | Sasol Ltd Spon ADR COM | 0.01% | New | 0 | $668K |
| 34 | PBR-A | Petroleo Brasileiro Spons ADR COM | 0.01% | New | 0 | $485K |
| 35 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $463K |
| 36 | CI | Cigna Corp COM | 0.01% | - | 0 | $423K |
| 37 | JOSB | JOS A Bank Clothiers Inc COM | 0.01% | - | 0 | $417K |
| 38 | EV | Eaton Vance COM | 0.01% | - | 0 | $414K |
| 39 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $410K |
| 40 | ZBH | Zimmer Holdings Inc COM | 0.01% | - | 0 | $407K |
| 41 | MRK | Merck & Company COM | 0.01% | New | 0 | $405K |
| 42 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $399K |
| 43 | ZD | J2 Global Inc COM | 0.01% | - | 0 | $398K |
| 44 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $396K |
| 45 | K | Kellogg Co COM | 0.01% | New | 0 | $394K |
| 47 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $393K |
| 46 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $393K |
| 48 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $391K |
| 49 | APOL | Apollo Group Inc Cl A COM | 0.01% | New | 0 | $389K |
| 50 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $388K |
| 51 | SYY | Sysco Corp COM | 0.01% | - | 0 | $387K |
| 52 | TTC | Toro Company COM | 0.01% | New | 0 | $384K |
| 53 | LMT | Lockheed Martin Corp COM | 0.01% | - | 0 | $383K |
| 56 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $382K |
| 55 | KR | Kroger Co COM | 0.01% | - | 0 | $382K |
| 54 | FRX | Forest Labs COM | 0.01% | - | 0 | $382K |
| 57 | TPX | Tempur-pedic International Inc COM | 0.01% | New | 0 | $381K |
| 59 | COL | Rockwell Collins Inc. COM | 0.01% | - | 0 | $378K |
| 58 | PBI | Pitney Bowes Inc COM | 0.01% | - | 0 | $378K |
| 62 | PGR | Progressive Corp Ohio COM | 0.01% | - | 0 | $374K |
| 61 | BAX | Baxter International Inc COM | 0.01% | New | 0 | $374K |
| 60 | AVP | Avon Products Inc COM | 0.01% | - | 0 | $374K |
| 63 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $372K |
| 64 | WAG | Walgreen Company COM | 0.01% | - | 0 | $366K |
| 65 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $362K |
| 66 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $359K |
| 67 | AAP | Advance Auto Parts Inc. COM | 0.01% | New | 0 | $355K |
| 69 | GPN | Global Payments Inc. COM | 0.01% | - | 0 | $354K |
| 68 | FLIR | Flir Systems Inc COM | 0.01% | - | 0 | $354K |
| 70 | WDC | Western Digital Corp COM | 0.01% | - | 0 | $353K |
| 71 | RDSA | Royal Dutch Shell ADR Class A COM | 0.01% | New | 0 | $351K |
| 72 | ENR | Energizer Hldgs Inc COM | 0.01% | - | 0 | $349K |
| 74 | WRLD | World Acceptance Corp COM | 0.01% | - | 0 | $345K |
| 73 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | - | 0 | $345K |
| 75 | BBY | Best Buy Company Inc COM | 0.01% | New | 0 | $344K |
| 76 | IFF | Int'l Flavors COM | 0.01% | New | 0 | $331K |
| 77 | RAVN | Raven Industries Inc COM | 0.01% | New | 0 | $322K |
| 78 | STRA | Strayer Education COM | 0.01% | - | 0 | $321K |
| 79 | DELL | Dell Inc COM | 0.01% | - | 0 | $303K |
| 80 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $299K |
| 81 | BCR | Bard (C.R.) Inc COM | 0.01% | - | 0 | $294K |