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 | 5.56% | - | 0 | $332.61K |
| 2 | MMM | 3M Co COM | 5.31% | - | 0 | $317.64K |
| 3 | PG | Procter & Gamble Co COM | 5.19% | - | 0 | $310.52K |
| 4 | UTX | United Technologies Corp COM | 5.01% | - | 0 | $300.03K |
| 5 | ORCL | Oracle Corp COM | 4.74% | - | 0 | $283.33K |
| 6 | CL | Colgate-Palmolive Co COM | 4.35% | - | 0 | $260.41K |
| 7 | OMC | Omnicom Group Inc COM | 4.19% | - | 0 | $250.48K |
| 8 | ADP | Automatic Data Processing COM | 4.11% | - | 0 | $246.02K |
| 9 | MSFT | Microsoft Corp Com COM | 3.81% | - | 0 | $228.05K |
| 10 | TROW | T Rowe Price Group Inc COM | 3.71% | - | 0 | $222.11K |
| 11 | ACN | Accenture PLC COM | 3.58% | - | 0 | $214.25K |
| 12 | EMR | Emerson Electric Co COM | 3.57% | - | 0 | $213.33K |
| 13 | UPS | United Parcel Svc Cl B COM | 3.35% | - | 0 | $200.55K |
| 14 | WAT | Waters Corp COM | 3.26% | - | 0 | $194.91K |
| 15 | ABT | Abbott Labs Com COM | 3.22% | - | 0 | $192.59K |
| 16 | NKE | Nike Inc Cl B COM | 3.13% | - | 0 | $187.57K |
| 17 | APH | Amphenol Corp COM | 3.10% | - | 0 | $185.21K |
| 18 | BDX | Becton Dickinson COM | 3.09% | - | 0 | $184.65K |
| 19 | PX | Praxair Inc COM | 3.03% | - | 0 | $181.14K |
| 20 | CTSH | Cognizant Tech Solutions Corp COM | 3.01% | - | 0 | $180.06K |
| 21 | EFX | Equifax Inc COM | 2.94% | - | 0 | $175.99K |
| 22 | KO | Coca-Cola Co COM | 2.81% | - | 0 | $168.27K |
| 23 | MDT | Medtronic Inc COM | 2.54% | - | 0 | $151.74K |
| 24 | TJX | TJX Companies Inc COM | 2.51% | - | 0 | $150.39K |
| 25 | ADBE | Adobe Systems Inc COM | 2.40% | - | 0 | $143.46K |
| 26 | LH | Laboratory Corp of America Hol COM | 2.07% | - | 0 | $123.92K |
| 27 | VAR | Varian Medical Systems COM | 2.05% | - | 0 | $122.89K |
| 28 | CHRW | CH Robinson Worldwide COM | 1.97% | - | 0 | $117.74K |
| 29 | ECL | Ecolab Inc COM | 1.86% | - | 0 | $111.36K |
| 30 | SYK | Stryker Corp COM | 0.11% | - | 0 | $6.67K |
| 31 | CLX | Clorox Co COM | 0.09% | - | 0 | $5.23K |
| 32 | ABBV | AbbVie Inc. COM | 0.03% | New | 0 | $1.81K |
| 33 | JNJ | Johnson & Johnson COM | 0.02% | - | 0 | $1.26K |
| 34 | BCR | Bard (C.R.) Inc COM | 0.01% | - | 0 | $538 |
| 35 | BBY | Best Buy Company Inc COM | 0.01% | - | 0 | $528 |
| 36 | TPX | Tempur-pedic International Inc COM | 0.01% | - | 0 | $489 |
| 37 | ZD | J2 Global Inc COM | 0.01% | - | 0 | $470 |
| 38 | GILD | Gilead Sciences Inc COM | 0.01% | New | 0 | $467 |
| 39 | KR | Kroger Co COM | 0.01% | - | 0 | $462 |
| 40 | PAYX | Paychex Inc COM | 0.01% | - | 0 | $458 |
| 41 | EV | Eaton Vance COM | 0.01% | - | 0 | $442 |
| 42 | LXK | Lexmark Intl Inc COM | 0.01% | - | 0 | $438 |
| 43 | ATK | Alliant Techsystems Inc COM | 0.01% | - | 0 | $435 |
| 44 | LMT | Lockheed Martin Corp COM | 0.01% | - | 0 | $431 |
| 45 | PGR | Progressive Corp Ohio COM | 0.01% | - | 0 | $430 |
| 46 | AAP | Advance Auto Parts Inc. COM | 0.01% | - | 0 | $429 |
| 47 | DLX | Deluxe Corp COM | 0.01% | - | 0 | $428 |
| 48 | WDR | Waddell & Reed Financial Inc COM | 0.01% | - | 0 | $423 |
| 49 | SYY | Sysco Corp COM | 0.01% | - | 0 | $418 |
| 50 | WDC | Western Digital Corp COM | 0.01% | - | 0 | $415 |
| 51 | GD | General Dynamics Corp COM | 0.01% | - | 0 | $414 |
| 53 | WMT | Wal Mart Stores Inc COM | 0.01% | - | 0 | $413 |
| 52 | PBI | Pitney Bowes Inc COM | 0.01% | - | 0 | $413 |
| 55 | SLGN | Silgan Holdings Inc COM | 0.01% | New | 0 | $412 |
| 54 | CI | Cigna Corp COM | 0.01% | - | 0 | $412 |
| 56 | COL | Rockwell Collins Inc. COM | 0.01% | - | 0 | $410 |
| 58 | NUS | Nu Skin Enterprises COM | 0.01% | - | 0 | $408 |
| 57 | BAX | Baxter International Inc COM | 0.01% | - | 0 | $408 |
| 59 | DELL | Dell Inc COM | 0.01% | - | 0 | $407 |
| 60 | GPN | Global Payments Inc. COM | 0.01% | - | 0 | $403 |
| 61 | PDCO | Patterson Companies COM | 0.01% | New | 0 | $398 |
| 63 | ZBH | Zimmer Holdings Inc COM | 0.01% | - | 0 | $395 |
| 62 | FHI | Federated Investors Inc. COM | 0.01% | - | 0 | $395 |
| 65 | UNH | Unitedhealth Group Inc COM | 0.01% | - | 0 | $394 |
| 64 | ROST | Ross Stores Inc COM | 0.01% | New | 0 | $394 |
| 67 | WABC | Westamerica Bancorporation COM | 0.01% | - | 0 | $393 |
| 66 | BALL | Ball Corporation COM | 0.01% | - | 0 | $393 |
| 68 | LSTR | Landstar System Inc COM | 0.01% | New | 0 | $391 |
| 69 | XOM | Exxon Mobil Corp COM | 0.01% | - | 0 | $385 |
| 70 | STJ | Saint Jude Med Inc COM | 0.01% | New | 0 | $378 |
| 71 | DGX | Quest Diagnostics Inc COM | 0.01% | - | 0 | $377 |
| 72 | STRA | Strayer Education COM | 0.01% | - | 0 | $322 |
| 73 | EAT | Brinker International Inc COM | 0.01% | New | 0 | $320 |
| 74 | ESI | ITT Educational Svcs COM | 0.01% | - | 0 | $316 |
| 75 | CPB | Campbell Soup Co COM | 0.00% | New | 0 | $277 |
| 76 | IBM | International Business Machine COM | 0.00% | New | 0 | $209 |