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 | ORCL | Oracle Corp COM | 5.32% | - | 0 | $284.24M |
| 2 | PEP | Pepsico Inc COM | 5.21% | - | 0 | $278.43M |
| 3 | PG | Procter & Gamble Co COM | 5.07% | - | 0 | $270.87M |
| 4 | MMM | 3M Co COM | 5.01% | - | 0 | $267.94M |
| 5 | UTX | United Technologies Corp COM | 4.57% | - | 0 | $244.56M |
| 6 | ABT | Abbott Labs Com COM | 4.51% | - | 0 | $241.01M |
| 7 | CL | Colgate-Palmolive Co COM | 4.05% | - | 0 | $216.82M |
| 8 | ADP | Automatic Data Processing COM | 3.88% | - | 0 | $207.55M |
| 9 | OMC | Omnicom Group Inc COM | 3.86% | - | 0 | $206.6M |
| 10 | MSFT | Microsoft Corp Com COM | 3.85% | - | 0 | $205.87M |
| 11 | EMR | Emerson Electric Co COM | 3.72% | - | 0 | $198.73M |
| 12 | TROW | T Rowe Price Group Inc COM | 3.57% | - | 0 | $190.71M |
| 13 | WAT | Waters Corp COM | 3.48% | - | 0 | $185.92M |
| 14 | CTSH | Cognizant Tech Solutions Corp COM | 3.39% | - | 0 | $181.54M |
| 15 | ACN | Accenture PLC COM | 3.31% | - | 0 | $176.77M |
| 16 | PX | Praxair Inc COM | 3.20% | - | 0 | $171.02M |
| 17 | UPS | United Parcel Svc Cl B COM | 3.07% | - | 0 | $164.43M |
| 18 | ADBE | Adobe Systems Inc COM | 3.02% | - | 0 | $161.72M |
| 19 | APH | Amphenol Corp COM | 3.00% | - | 0 | $160.66M |
| 20 | EFX | Equifax Inc COM | 2.99% | - | 0 | $160M |
| 21 | NKE | Nike Inc Cl B COM | 2.90% | - | 0 | $155.12M |
| 22 | BDX | Becton Dickinson COM | 2.76% | - | 0 | $147.35M |
| 23 | KO | Coca-Cola Co COM | 2.48% | - | 0 | $132.73M |
| 24 | TJX | TJX Companies Inc COM | 2.34% | New | 0 | $125.24M |
| 25 | MDT | Medtronic Inc COM | 2.33% | - | 0 | $124.34M |
| 26 | CHRW | CH Robinson Worldwide COM | 2.32% | - | 0 | $124.08M |
| 27 | VAR | Varian Medical Systems COM | 2.26% | - | 0 | $121.06M |
| 28 | LH | Laboratory Corp of America Hol COM | 2.21% | - | 0 | $118.09M |
| 29 | ECL | Ecolab Inc COM | 1.80% | - | 0 | $96.4M |
| 30 | SYK | Stryker Corp COM | 0.11% | - | 0 | $5.71M |
| 31 | CLX | Clorox Co COM | 0.08% | - | 0 | $4.36M |
| 32 | JNJ | Johnson & Johnson COM | 0.02% | - | 0 | $1.1M |
| 33 | PAYX | Paychex Inc COM | 0.01% | - | 0 | $536K |
| 34 | BCR | Bard (C.R.) Inc COM | 0.01% | - | 0 | $508K |
| 36 | WDC | Western Digital Corp COM | 0.01% | - | 0 | $450K |
| 35 | TPX | Tempur-pedic International Inc COM | 0.01% | - | 0 | $450K |
| 37 | FLIR | Flir Systems Inc COM | 0.01% | - | 0 | $416K |
| 38 | EV | Eaton Vance COM | 0.01% | - | 0 | $413K |
| 39 | WRLD | World Acceptance Corp COM | 0.01% | - | 0 | $412K |
| 40 | BAX | Baxter International Inc COM | 0.01% | - | 0 | $406K |
| 41 | TUP | Tupperware Brands COM | 0.01% | New | 0 | $399K |
| 42 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $398K |
| 43 | DELL | Dell Inc COM | 0.01% | - | 0 | $397K |
| 44 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $396K |
| 45 | ZBH | Zimmer Holdings Inc COM | 0.01% | - | 0 | $393K |
| 46 | CI | Cigna Corp COM | 0.01% | - | 0 | $390K |
| 47 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $389K |
| 48 | COL | Rockwell Collins Inc. COM | 0.01% | - | 0 | $388K |
| 51 | SYY | Sysco Corp COM | 0.01% | - | 0 | $386K |
| 50 | NWL | Newell Rubbermaid Inc COM | 0.01% | New | 0 | $386K |
| 49 | AAP | Advance Auto Parts Inc. COM | 0.01% | - | 0 | $386K |
| 52 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $384K |
| 53 | APOL | Apollo Group Inc Cl A COM | 0.01% | - | 0 | $383K |
| 54 | WAG | Walgreen Company COM | 0.01% | - | 0 | $382K |
| 55 | BALL | Ball Corporation COM | 0.01% | New | 0 | $380K |
| 56 | GPN | Global Payments Inc. COM | 0.01% | - | 0 | $379K |
| 57 | ZD | J2 Global Inc COM | 0.01% | - | 0 | $377K |
| 60 | KR | Kroger Co COM | 0.01% | - | 0 | $373K |
| 59 | FRX | Forest Labs COM | 0.01% | - | 0 | $373K |
| 58 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $373K |
| 61 | LMT | Lockheed Martin Corp COM | 0.01% | - | 0 | $372K |
| 62 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $363K |
| 63 | STRA | Strayer Education COM | 0.01% | - | 0 | $357K |
| 64 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $355K |
| 65 | LLY | Eli Lilly & Co COM | 0.01% | - | 0 | $354K |
| 66 | BMY | Bristol Myers Squibb Co Com COM | 0.01% | - | 0 | $352K |
| 68 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $349K |
| 67 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $349K |
| 69 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $347K |
| 70 | PGR | Progressive Corp Ohio COM | 0.01% | - | 0 | $339K |
| 71 | AVP | Avon Products Inc COM | 0.01% | - | 0 | $332K |
| 73 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $326K |
| 72 | NUS | Nu Skin Enterprises COM | 0.01% | New | 0 | $326K |
| 74 | BBY | Best Buy Company Inc COM | 0.01% | - | 0 | $290K |
| 75 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $286K |
| 76 | PBI | Pitney Bowes Inc COM | 0.01% | - | 0 | $268K |