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.
Live quotes available for 63 of 97 rows. Rows without a quote are marked unavailable.
| 1 | MMM | 3M Co | 5.69% | Add +1.1% | 3,080,859 | $367.89M | $119.41 | No quote |
| 2 | UTX | United Technologies Corp | 5.06% | Reduce -7.5% | 3,034,503 | $327.18M | No quote | No quote |
| 3 | PEP | Pepsico Inc | 4.74% | Add +0.9% | 3,855,835 | $306.54M | $79.50 | No quote |
| 4 | CL | Colgate-Palmolive Co | 4.59% | Add +13.6% | 4,997,923 | $296.38M | $59.30 | No quote |
| 5 | OMC | Omnicom Group Inc | 4.30% | Add +0.9% | 4,380,263 | $277.88M | $63.44 | No quote |
| 6 | ADP | Automatic Data Processing | 4.30% | Add +1.2% | 3,839,230 | $277.88M | $72.38 | No quote |
| 7 | ORCL | Oracle Corp | 4.16% | Reduce -9.5% | 8,109,098 | $268.98M | $33.17 | No quote |
| 8 | ACN | Accenture PLC | 3.90% | Add +10.6% | 3,423,852 | $252.13M | $73.64 | No quote |
| 9 | PG | Procter & Gamble Co | 3.81% | Add +0.8% | 3,259,651 | $246.4M | $75.59 | No quote |
| 10 | BDX | Becton Dickinson | 3.80% | Add +24.6% | 2,454,453 | $245.49M | $100.02 | No quote |
| 11 | UPS | United Parcel Svc Cl B | 3.68% | Add +9.5% | 2,600,365 | $237.6M | $91.37 | No quote |
| 12 | PX | Praxair Inc | 3.63% | Add +1.1% | 1,949,977 | $234.41M | No quote | No quote |
| 13 | MSFT | Microsoft Corp Com | 3.53% | Add +1.0% | 6,853,261 | $228.28M | $33.31 | No quote |
| 14 | WAT | Waters Corp | 3.49% | Add +1.1% | 2,124,170 | $225.61M | $106.21 | No quote |
| 15 | CTSH | Cognizant Tech Solutions Corp | 3.45% | Add +1.2% | 2,716,393 | $223.07M | $82.12 | No quote |
| 16 | EMR | Emerson Electric Co | 3.43% | Reduce -11.9% | 3,423,554 | $221.5M | $64.70 | No quote |
| 17 | MDT | Medtronic Inc | 3.42% | Add +0.8% | 4,150,647 | $221.02M | $53.25 | No quote |
| 18 | TJX | TJX Companies Inc. | 3.39% | Add +18.1% | 3,882,740 | $218.95M | $56.39 | No quote |
| 19 | TROW | T Rowe Price Group Inc | 3.38% | Add +0.8% | 3,041,407 | $218.77M | $71.93 | No quote |
| 20 | NKE | Nike Inc Cl B | 3.29% | Reduce -7.7% | 2,926,792 | $212.6M | $72.64 | No quote |
| 21 | KO | Coca-Cola Co | 3.16% | Add +29.9% | 5,393,610 | $204.31M | $37.88 | No quote |
| 22 | EFX | Equifax Inc | 3.16% | Add +9.6% | 3,407,924 | $203.96M | $59.85 | No quote |
| 23 | ECL | Ecolab Inc | 2.96% | Add +36.9% | 1,934,293 | $191.03M | $98.76 | No quote |
| 24 | ABT | Abbott Labs Com | 2.90% | Add +1.3% | 5,652,243 | $187.6M | $33.19 | No quote |
| 25 | APH | Amphenol Corp | 2.51% | Add +1.1% | 2,095,863 | $162.18M | $77.38 | No quote |
| 26 | VAR | Varian Medical Systems | 2.42% | Add +1.3% | 2,097,235 | $156.73M | No quote | No quote |
| 27 | CHRW | CH Robinson Worldwide | 1.83% | Add +1.0% | 1,988,710 | $118.45M | $59.56 | No quote |
| 28 | ADBE | Adobe Systems Inc | 1.44% | Reduce -26.9% | 1,794,761 | $93.22M | $51.94 | No quote |
| 29 | SYK | Stryker Corp | 0.11% | Reduce -2.0% | 102,056 | $6.9M | $67.59 | No quote |
| 30 | CLX | Clorox Co | 0.07% | Reduce -2.5% | 57,345 | $4.69M | $81.72 | No quote |
| 31 | ABBV | AbbVie Inc | 0.03% | Reduce -3.6% | 42,080 | $1.88M | $44.72 | No quote |
| 32 | JNJ | Johnson & Johnson | 0.02% | Reduce -8.6% | 15,400 | $1.34M | $86.69 | No quote |
| 33 | BBY | Best Buy Company Inc | 0.01% | Reduce -40.9% | 14,830 | $556K | $37.49 | No quote |
| 34 | ENDP | Endo Pharmaceuticals | 0.01% | Reduce -17.6% | 11,540 | $524K | No quote | No quote |
| 35 | PAYX | Paychex Inc | 0.01% | Reduce -19.8% | 12,585 | $511K | $40.60 | No quote |
| 36 | PBI | Pitney Bowes Inc | 0.01% | Reduce -20.0% | 27,040 | $492K | $18.20 | No quote |
| 37 | TTC | Toro Company | 0.01% | New | 9,000 | $489K | $54.33 | No quote |
| 39 | TPX | Tempur Sealy International Inc | 0.01% | Reduce -13.6% | 11,110 | $488K | No quote | No quote |
| 38 | NUS | Nu Skin Enterprises Inc. | 0.01% | Reduce -48.2% | 5,100 | $488K | No quote | No quote |
| 40 | DELL | Dell Inc | 0.01% | Reduce -13.7% | 35,340 | $487K | $13.78 | No quote |
| 41 | MHP | McGraw-Hill Financial, Inc. | 0.01% | Reduce -19.4% | 7,370 | $483K | No quote | No quote |
| 42 | GPN | Global Payments Inc. | 0.01% | Reduce -14.8% | 9,440 | $482K | $51.06 | No quote |
| 43 | WRLD | World Acceptance Corp | 0.01% | Reduce -10.6% | 5,340 | $480K | No quote | No quote |
| 44 | ROST | Ross Stores Inc. | 0.01% | Add +93.3% | 6,530 | $475K | $72.74 | No quote |
| 45 | DGX | Quest Diagnostics Inc | 0.01% | Reduce -14.3% | 7,650 | $473K | $61.83 | No quote |
| 46 | LMT | Lockheed Martin Corp | 0.01% | Reduce -28.7% | 3,690 | $471K | $127.64 | No quote |
| 47 | DLB | Dolby Laboratories Inc. | 0.01% | Reduce -4.4% | 13,590 | $469K | No quote | No quote |
| 48 | FDO | Family Dollar Stores, Inc. | 0.01% | Add +88.3% | 6,440 | $464K | No quote | No quote |
| 49 | COH | Coach Inc | 0.01% | Reduce -1.4% | 8,410 | $459K | No quote | No quote |
| 50 | CI | Cigna Corp | 0.01% | Reduce -27.4% | 5,960 | $458K | $76.85 | No quote |
| 51 | KR | Kroger Co | 0.01% | Reduce -36.8% | 11,330 | $457K | $40.34 | No quote |
| 53 | STJ | St. Jude Medical Inc. | 0.01% | Reduce -29.0% | 8,510 | $456K | No quote | No quote |
| 52 | ATK | Alliant Techsystems Inc | 0.01% | Reduce -37.6% | 4,670 | $456K | No quote | No quote |
| 54 | LH | Laboratory Corp of America Holdings | 0.01% | Reduce -99.7% | 4,580 | $454K | $99.13 | No quote |
| 55 | GD | General Dynamics Corp | 0.01% | Reduce -25.9% | 5,180 | $453K | $87.45 | No quote |
| 56 | MCO | Moody`s Corp. | 0.01% | Reduce -24.3% | 6,430 | $452K | $70.30 | No quote |
| 57 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Reduce -21.3% | 5,820 | $450K | No quote | No quote |
| 58 | DD | DU Pont E I DE Nemours & Co | 0.01% | New | 7,660 | $449K | $58.62 | No quote |
| 60 | CAT | Caterpillar Inc | 0.01% | Add +21.3% | 5,360 | $447K | $83.40 | No quote |
| 59 | BALL | Ball Corporation | 0.01% | Reduce -11.9% | 9,950 | $447K | $44.92 | No quote |
| 61 | AAP | Advance Auto Parts Inc. | 0.01% | Add +42.9% | 5,390 | $446K | $82.75 | No quote |
| 63 | WDR | Waddell & Reed Financial Inc | 0.01% | Reduce -31.7% | 8,590 | $442K | No quote | No quote |
| 62 | DLX | Deluxe Corp | 0.01% | Reduce -25.5% | 10,600 | $442K | $41.70 | No quote |
| 65 | PFE | Pfizer Inc Com | 0.01% | Reduce -13.5% | 15,370 | $441K | $28.69 | No quote |
| 64 | DE | Deere & Company | 0.01% | Add +25.5% | 5,420 | $441K | $81.37 | No quote |
| 66 | MO | Altria Group Inc | 0.01% | Reduce -11.5% | 12,800 | $440K | $34.38 | No quote |
| 67 | UNH | Unitedhealth Group Inc | 0.01% | Reduce -28.1% | 6,110 | $438K | $71.69 | No quote |
| 68 | ZBH | Zimmer Holdings Inc | 0.01% | Reduce -24.4% | 5,320 | $437K | $82.14 | No quote |
| 69 | WDC | Western Digital Corp | 0.01% | Reduce -31.6% | 6,870 | $436K | $63.46 | No quote |
| 70 | UPL | Ultra Petroleum Corp | 0.01% | Reduce -14.5% | 20,650 | $425K | No quote | No quote |
| 72 | COL | Rockwell Collins Inc. | 0.01% | Reduce -24.4% | 6,230 | $423K | No quote | No quote |
| 71 | LLY | Eli Lilly & Co | 0.01% | New | 8,400 | $423K | $50.36 | No quote |
| 73 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -15.2% | 5,680 | $420K | $73.94 | No quote |
| 74 | XOM | Exxon Mobil Corp | 0.01% | Reduce -15.2% | 4,840 | $416K | $85.95 | No quote |
| 76 | SYY | Sysco Corp | 0.01% | Reduce -18.5% | 12,970 | $413K | $31.84 | No quote |
| 75 | FHI | Federated Investors Inc. | 0.01% | Reduce -32.9% | 15,190 | $413K | No quote | No quote |
| 77 | CSCO | Cisco Systems Inc | 0.01% | Reduce -24.6% | 17,550 | $411K | $23.42 | No quote |
| 79 | PETM | Petsmart Inc | 0.01% | New | 5,340 | $407K | No quote | No quote |
| 78 | JWN | Nordstrom, Inc. | 0.01% | Add +6.8% | 7,250 | $407K | No quote | No quote |
| 80 | LXK | Lexmark Intl Inc | 0.01% | Reduce -32.4% | 11,930 | $394K | No quote | No quote |
| 81 | ENR | Energizer Hldgs Inc | 0.01% | Reduce -20.1% | 4,280 | $390K | $91.12 | No quote |
| 82 | IBM | International Business Machines Corp | 0.01% | Add +49.9% | 1,760 | $326K | $185.23 | No quote |
| 83 | LSTR | Landstar System Inc. | 0.00% | New | 5,600 | $313K | $55.89 | No quote |
| 84 | CPB | Campbell Soup Company | 0.00% | Reduce -46.4% | 6,140 | $250K | $40.72 | No quote |
| 97 | WIN | Windstream | - | Sold | 0 | $0 | No quote | No quote |
| 96 | WTW | Weight Watchers Intl | - | Sold | 0 | $0 | No quote | No quote |
| 95 | TUP | Tupperware Brands Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 94 | TGT | Target Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 93 | SLGN | Silgan Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 92 | QSII | Quality Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 91 | PDCO | Patterson Companies Inc | - | Sold | 0 | $0 | No quote | No quote |
| 90 | WLY | John Wiley & Sons cl A | - | Sold | 0 | $0 | No quote | No quote |
| 89 | GRMN | Garmin Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 88 | DNB | Dun & Bradstreet Corp | - | Sold | 0 | $0 | No quote | No quote |
| 87 | EAT | Brinker International | - | Sold | 0 | $0 | No quote | No quote |
| 86 | BCR | Bard (C.R.) Inc | - | Sold | 0 | $0 | No quote | No quote |
| 85 | AVP | Avon Products Inc | - | Sold | 0 | $0 | No quote | No quote |