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.
Live quotes available for 60 of 89 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson | 5.30% | Add +16.7% | 3,143,658 | $368.06M | $117.08 | No quote |
| 2 | PEP | Pepsico Inc | 5.27% | Add +1.3% | 4,378,965 | $365.64M | $83.50 | No quote |
| 3 | MMM | 3M Co | 4.98% | Add +1.2% | 2,548,068 | $345.67M | $135.66 | No quote |
| 4 | CL | Colgate-Palmolive Co | 4.87% | Add +5.5% | 5,209,088 | $337.91M | $64.87 | No quote |
| 5 | PX | Praxair Inc | 4.73% | Add +16.6% | 2,507,822 | $328.45M | No quote | No quote |
| 6 | ACN | Accenture PLC | 4.63% | Add +1.3% | 4,032,167 | $321.44M | $79.72 | No quote |
| 7 | UTX | United Technologies Corp | 4.62% | Reduce -8.4% | 2,744,564 | $320.68M | No quote | No quote |
| 8 | ADP | Automatic Data Processing | 4.26% | Add +1.1% | 3,830,212 | $295.92M | $77.26 | No quote |
| 9 | ORCL | Oracle Corp | 4.26% | Reduce -9.9% | 7,222,637 | $295.48M | $40.91 | No quote |
| 10 | MSFT | Microsoft Corp Com | 4.06% | Add +1.2% | 6,865,320 | $281.41M | $40.99 | No quote |
| 11 | MDT | Medtronic Inc | 3.95% | Add +1.3% | 4,459,677 | $274.45M | $61.54 | No quote |
| 12 | ECL | Ecolab Inc | 3.89% | Add +30.8% | 2,500,130 | $269.99M | $107.99 | No quote |
| 13 | UPS | United Parcel Svc Cl B | 3.78% | Add +1.3% | 2,690,801 | $262.03M | $97.38 | No quote |
| 14 | PG | Procter & Gamble Co | 3.61% | Add +17.7% | 3,109,126 | $250.6M | $80.60 | No quote |
| 15 | OMC | Omnicom Group Inc | 3.59% | Reduce -11.0% | 3,429,419 | $248.98M | $72.60 | No quote |
| 16 | EFX | Equifax Inc | 3.46% | Add +1.1% | 3,530,080 | $240.15M | $68.03 | No quote |
| 17 | TJX | TJX Companies Inc. | 3.41% | Add +1.3% | 3,897,391 | $236.38M | $60.65 | No quote |
| 18 | EMR | Emerson Electric Co | 3.30% | Add +1.1% | 3,427,384 | $228.95M | $66.80 | No quote |
| 19 | NKE | Nike Inc Cl B | 3.03% | Add +1.2% | 2,844,272 | $210.08M | $73.86 | No quote |
| 20 | KO | Coca-Cola Co | 3.01% | Add +1.3% | 5,406,227 | $209.01M | $38.66 | No quote |
| 21 | WAT | Waters Corp | 2.83% | Reduce -13.5% | 1,811,425 | $196.38M | $108.41 | No quote |
| 22 | APH | Amphenol Corp | 2.76% | Add +1.2% | 2,090,573 | $191.6M | $91.65 | No quote |
| 23 | CTSH | Cognizant Tech Solutions Corp | 2.70% | Add +38.3% | 3,705,810 | $187.55M | $50.61 | No quote |
| 24 | TROW | T Rowe Price Group Inc | 2.63% | Reduce -26.3% | 2,220,376 | $182.85M | $82.35 | No quote |
| 25 | VAR | Varian Medical Systems | 2.53% | Add +1.0% | 2,092,955 | $175.79M | No quote | No quote |
| 26 | DD | Du Pont E I de Nemours & Co | 1.97% | Reduce -0.9% | 2,039,971 | $136.88M | $67.10 | No quote |
| 27 | ABT | Abbott Labs Com | 1.83% | Add +0.6% | 3,302,625 | $127.18M | $38.51 | No quote |
| 28 | SYK | Stryker Corp | 0.11% | Reduce -6.7% | 95,326 | $7.77M | $81.47 | No quote |
| 29 | ADBE | Adobe Systems Inc | 0.10% | Reduce -6.8% | 108,530 | $7.14M | $65.74 | No quote |
| 30 | CLX | Clorox Co | 0.07% | Reduce -0.1% | 56,670 | $4.99M | $88.02 | No quote |
| 31 | ABBV | AbbVie Inc | 0.03% | Reduce -1.9% | 40,883 | $2.1M | $51.39 | No quote |
| 32 | JNJ | Johnson & Johnson | 0.02% | - | 15,400 | $1.51M | $98.25 | No quote |
| 33 | FHI | Federated Investors Inc. | 0.01% | Add +5.8% | 19,420 | $593K | No quote | No quote |
| 34 | UNH | Unitedhealth Group Inc | 0.01% | Add +0.3% | 7,130 | $585K | $82.05 | No quote |
| 35 | KR | Kroger Co | 0.01% | Add +10.6% | 13,360 | $583K | $43.64 | No quote |
| 36 | DLX | Deluxe Corp | 0.01% | Add +1.8% | 11,070 | $581K | $52.48 | No quote |
| 37 | ATK | Alliant Techsystems Inc | 0.01% | Reduce -6.0% | 4,080 | $580K | No quote | No quote |
| 39 | DGX | Quest Diagnostics Inc | 0.01% | Add +24.1% | 9,990 | $579K | $57.96 | No quote |
| 38 | LXK | Lexmark Intl Inc | 0.01% | Reduce -7.4% | 12,500 | $579K | No quote | No quote |
| 40 | CI | Cigna Corp | 0.01% | Add +10.7% | 6,830 | $572K | $83.75 | No quote |
| 41 | DE | Deere & Company | 0.01% | Add +0.7% | 6,220 | $565K | $90.84 | No quote |
| 42 | WDC | Western Digital Corp | 0.01% | Reduce -12.1% | 6,130 | $563K | $91.84 | No quote |
| 43 | LH | Laboratory Corp of America Holdings | 0.01% | Add +20.3% | 5,690 | $559K | $98.24 | No quote |
| 45 | GPN | Global Payments Inc. | 0.01% | Reduce -3.7% | 7,820 | $556K | $71.10 | No quote |
| 44 | MO | Altria Group Inc | 0.01% | Add +10.1% | 14,860 | $556K | $37.42 | No quote |
| 46 | HPY | Heartland Payment System | 0.01% | Add +96.8% | 13,380 | $555K | No quote | No quote |
| 47 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | New | 8,020 | $552K | No quote | No quote |
| 48 | PDCO | Patterson Companies Inc | 0.01% | New | 13,200 | $551K | No quote | No quote |
| 49 | DVA | DaVita Inc. | 0.01% | Reduce -8.3% | 7,990 | $550K | $68.84 | No quote |
| 50 | SLGN | Silgan Holdings Inc. | 0.01% | Add +0.7% | 11,090 | $549K | No quote | No quote |
| 51 | IBM | International Business Machines Corp | 0.01% | Add +4.4% | 2,840 | $547K | $192.61 | No quote |
| 53 | EV | Eaton Vance Corp | 0.01% | New | 14,320 | $546K | No quote | No quote |
| 52 | DNB | Dun & Bradstreet Corp | 0.01% | New | 5,500 | $546K | No quote | No quote |
| 54 | WMT | Wal Mart Stores Inc | 0.01% | Add +11.3% | 7,110 | $543K | $76.37 | No quote |
| 55 | CAT | Caterpillar Inc | 0.01% | Reduce -9.9% | 5,440 | $541K | $99.45 | No quote |
| 56 | COH | Coach Inc | 0.01% | Add +14.1% | 10,880 | $540K | No quote | No quote |
| 58 | PBI | Pitney Bowes Inc | 0.01% | Reduce -9.4% | 20,720 | $539K | $26.01 | No quote |
| 57 | XOM | Exxon Mobil Corp | 0.01% | Add +1.1% | 5,520 | $539K | $97.64 | No quote |
| 59 | LLY | Eli Lilly & Co | 0.01% | Reduce -9.0% | 9,120 | $537K | $58.88 | No quote |
| 61 | PFE | Pfizer Inc Com | 0.01% | Add +4.1% | 16,690 | $536K | $32.12 | No quote |
| 60 | PAYX | Paychex Inc | 0.01% | - | 12,585 | $536K | $42.59 | No quote |
| 62 | GD | General Dynamics Corp | 0.01% | Reduce -15.5% | 4,890 | $533K | $109.00 | No quote |
| 63 | MCO | Moody`s Corp. | 0.01% | Reduce -2.0% | 6,710 | $532K | $79.28 | No quote |
| 64 | LSTR | Landstar System Inc. | 0.01% | Add +0.2% | 8,950 | $530K | $59.22 | No quote |
| 65 | PRAA | Portfolio Recovery Assoc | 0.01% | Add +2.5% | 9,140 | $529K | No quote | No quote |
| 66 | BALL | Ball Corporation | 0.01% | Reduce -7.0% | 9,610 | $527K | $54.84 | No quote |
| 67 | CSCO | Cisco Systems Inc | 0.01% | Add +9.6% | 23,460 | $526K | $22.42 | No quote |
| 68 | WTW | Weight Watchers Intl | 0.01% | Add +72.0% | 25,570 | $525K | $20.53 | No quote |
| 69 | NUS | Nu Skin Enterprises Inc. | 0.01% | New | 6,320 | $524K | No quote | No quote |
| 70 | ZBH | Zimmer Holdings Inc | 0.01% | Reduce -1.4% | 5,510 | $521K | $94.56 | No quote |
| 71 | CHRW | CH Robinson Worldwide | 0.01% | Reduce -99.5% | 9,927 | $520K | $52.38 | No quote |
| 72 | LMT | Lockheed Martin Corp | 0.01% | Reduce -14.1% | 3,170 | $517K | $163.09 | No quote |
| 73 | AVP | Avon Products Inc | 0.01% | Add +19.2% | 35,030 | $513K | No quote | No quote |
| 74 | EXPD | Expeditors Intl of WA | 0.01% | New | 12,720 | $504K | $39.62 | No quote |
| 75 | IGT | International Game Tech. | 0.01% | Add +50.5% | 35,760 | $503K | No quote | No quote |
| 76 | MHP | McGraw-Hill Financial, Inc. | 0.01% | Reduce -7.6% | 6,570 | $501K | No quote | No quote |
| 77 | ENR | Energizer Hldgs Inc | 0.01% | Add +3.8% | 4,910 | $495K | $100.81 | No quote |
| 78 | NSR | Neustar Inc. | 0.01% | Add +39.1% | 14,880 | $484K | No quote | No quote |
| 79 | ENDPQ | Endo Intl PLC | 0.01% | New | 6,930 | $476K | No quote | No quote |
| 80 | WRLD | World Acceptance Corp | 0.01% | Reduce -3.7% | 5,260 | $395K | No quote | No quote |
| 81 | SMG | Scotts Miracle-Gro Co. | 0.01% | New | 6,340 | $389K | $61.36 | No quote |
| 82 | BCR | Bard (C.R.) Inc | 0.00% | New | 1,425 | $211K | No quote | No quote |
| 83 | COL | Rockwell Collins Inc. | 0.00% | Reduce -64.8% | 2,540 | $202K | No quote | No quote |
| 89 | SYY | Sysco Corp | - | Sold | 0 | $0 | No quote | No quote |
| 88 | JWN | Nordstrom, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 87 | ENDP | Endo Pharmaceuticals | - | Sold | 0 | $0 | No quote | No quote |
| 86 | CPB | Campbell Soup Company | - | Sold | 0 | $0 | No quote | No quote |
| 85 | BBY | Best Buy Company Inc | - | Sold | 0 | $0 | No quote | No quote |
| 84 | BAX | Baxter International Inc | - | Sold | 0 | $0 | No quote | No quote |