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 66 of 102 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 5.66% | Reduce -3.9% | 4,207,495 | $375.9M | $89.34 | No quote |
| 2 | BDX | Becton Dickinson & Co. | 5.62% | Add +0.4% | 3,157,536 | $373.54M | $118.30 | No quote |
| 3 | MMM | 3M Company | 5.27% | Reduce -4.1% | 2,442,937 | $349.93M | $143.24 | No quote |
| 4 | PX | Praxair Inc | 5.09% | Add +1.5% | 2,546,159 | $338.23M | No quote | No quote |
| 5 | ACN | Accenture Plc | 4.71% | Reduce -4.1% | 3,868,153 | $312.7M | $80.84 | No quote |
| 6 | CL | Colgate-Palmolive Co | 4.63% | Reduce -13.3% | 4,515,321 | $307.86M | $68.18 | No quote |
| 7 | UTX | United Technologies Corp | 4.57% | Reduce -4.3% | 2,626,650 | $303.25M | No quote | No quote |
| 8 | ADP | Automatic Data Processing Inc. | 4.39% | Reduce -3.9% | 3,679,892 | $291.74M | $79.28 | No quote |
| 9 | MDT | Medtronic PLC | 4.36% | New | 4,546,229 | $289.87M | $63.76 | No quote |
| 10 | ORCL | Oracle Corporation | 4.22% | Reduce -4.1% | 6,923,856 | $280.62M | $40.53 | No quote |
| 11 | MSFT | Microsoft Corporation | 4.14% | Reduce -4.0% | 6,590,509 | $274.82M | $41.70 | No quote |
| 12 | ECL | Ecolab Inc | 4.05% | Reduce -3.3% | 2,417,220 | $269.13M | $111.34 | No quote |
| 13 | UPS | United Parcel Svc Cl B | 4.00% | Reduce -3.8% | 2,587,769 | $265.66M | $102.66 | No quote |
| 14 | TJX | TJX Companies Inc | 3.92% | Add +25.7% | 4,899,951 | $260.43M | $53.15 | No quote |
| 15 | EFX | Equifax Inc | 3.71% | Reduce -3.8% | 3,395,794 | $246.33M | $72.54 | No quote |
| 16 | PG | Procter & Gamble Co. | 3.54% | Reduce -3.9% | 2,988,138 | $234.84M | $78.59 | No quote |
| 17 | OMC | Omnicom Group Inc | 3.53% | Reduce -4.1% | 3,289,027 | $234.25M | $71.22 | No quote |
| 18 | KO | Coca-Cola Company | 3.31% | Reduce -4.0% | 5,192,820 | $219.97M | $42.36 | No quote |
| 19 | EMR | Emerson Electric Co. | 3.29% | Reduce -4.0% | 3,289,647 | $218.3M | $66.36 | No quote |
| 20 | WAT | Waters Corp | 2.74% | Reduce -3.9% | 1,740,728 | $181.8M | $104.44 | No quote |
| 21 | TROW | T Rowe Price Group Inc | 2.71% | Reduce -4.0% | 2,131,480 | $179.92M | $84.41 | No quote |
| 22 | CTSH | Cognizant Tech Solutions | 2.62% | Reduce -4.0% | 3,559,116 | $174.08M | $48.91 | No quote |
| 23 | VAR | Varian Medical Systems | 2.51% | Reduce -4.0% | 2,008,418 | $166.98M | No quote | No quote |
| 24 | APH | Amphenol Corp. | 2.41% | Reduce -20.4% | 1,663,845 | $160.3M | $96.34 | No quote |
| 25 | NKE | Nike Inc cl B | 2.16% | Reduce -35.0% | 1,850,001 | $143.47M | $77.55 | No quote |
| 26 | DD | DuPont de Nemours & Co. | 1.94% | Reduce -3.4% | 1,970,525 | $128.95M | $65.44 | No quote |
| 27 | SYK | Stryker Corp | 0.12% | Reduce -0.2% | 95,126 | $8.02M | $84.32 | No quote |
| 28 | ADBE | Adobe Systems Inc. | 0.12% | Reduce -0.6% | 107,930 | $7.81M | $72.36 | No quote |
| 29 | ABT | Abbott Laboratories | 0.10% | Reduce -95.0% | 166,900 | $6.83M | $40.90 | No quote |
| 30 | CLX | Clorox Company | 0.08% | Reduce -0.0% | 56,645 | $5.18M | $91.39 | No quote |
| 31 | ABBV | AbbVie Inc. | 0.03% | - | 40,883 | $2.31M | $56.43 | No quote |
| 32 | JNJ | Johnson & Johnson | 0.02% | - | 15,400 | $1.61M | $104.61 | No quote |
| 33 | IGT | International Game Tech. | 0.01% | Add +3.5% | 37,000 | $589K | No quote | No quote |
| 34 | BBY | Best Buy Co. Inc. | 0.01% | New | 17,750 | $550K | $30.99 | No quote |
| 35 | USNA | USANA Health Sciences | 0.01% | New | 6,780 | $530K | $78.17 | No quote |
| 36 | PAYX | Paychex Inc. | 0.01% | - | 12,585 | $523K | $41.56 | No quote |
| 37 | FHI | Federated Investors Inc. | 0.01% | Reduce -14.3% | 16,640 | $515K | No quote | No quote |
| 38 | SYNT | Syntel | 0.01% | New | 5,860 | $504K | No quote | No quote |
| 39 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -13.7% | 20,240 | $503K | $24.85 | No quote |
| 40 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | Reduce -20.7% | 7,870 | $502K | $63.79 | No quote |
| 41 | WDC | Western Digital Corp | 0.01% | Reduce -11.4% | 5,430 | $501K | $92.27 | No quote |
| 42 | GPN | Global Payments Inc. | 0.01% | Reduce -12.5% | 6,840 | $498K | $72.81 | No quote |
| 43 | PRAA | PRA Group Inc | 0.01% | New | 8,320 | $495K | No quote | No quote |
| 44 | WIN | Windstream | 0.01% | New | 49,540 | $493K | No quote | No quote |
| 45 | DVA | DaVita HealthCare Partners Inc | 0.01% | Reduce -14.8% | 6,810 | $492K | $72.25 | No quote |
| 47 | MHP | McGraw Hill Financial Inc. | 0.01% | Reduce -10.1% | 5,910 | $491K | No quote | No quote |
| 46 | DLX | Deluxe Corporation | 0.01% | Reduce -24.2% | 8,390 | $491K | $58.52 | No quote |
| 49 | KR | Kroger Company | 0.01% | Reduce -25.8% | 9,920 | $490K | $49.40 | No quote |
| 48 | AVP | Avon Products Inc. | 0.01% | Reduce -4.2% | 33,550 | $490K | No quote | No quote |
| 50 | PBI | Pitney Bowes Inc. | 0.01% | Reduce -14.6% | 17,700 | $489K | $27.63 | No quote |
| 53 | UNH | Unitedhealth Group Inc | 0.01% | Reduce -16.3% | 5,970 | $488K | $81.74 | No quote |
| 52 | HLF | Herbalife Ltd. | 0.01% | New | 7,560 | $488K | $64.55 | No quote |
| 51 | BR | Broadridge Fncl Solutions | 0.01% | New | 11,720 | $488K | $41.64 | No quote |
| 54 | MCO | Moody's Corp. | 0.01% | Reduce -17.3% | 5,550 | $487K | $87.75 | No quote |
| 55 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -20.4% | 4,380 | $483K | No quote | No quote |
| 56 | CI | Cigna Corporation | 0.01% | Reduce -23.4% | 5,230 | $481K | $91.97 | No quote |
| 58 | LLY | Eli Lilly & Co. | 0.01% | Reduce -15.3% | 7,720 | $480K | $62.18 | No quote |
| 57 | EV | Eaton Vance Corp. | 0.01% | Reduce -11.3% | 12,700 | $480K | No quote | No quote |
| 59 | DGX | Quest Diagnostics Inc | 0.01% | Reduce -18.6% | 8,130 | $477K | $58.67 | No quote |
| 60 | LH | Laboratory Corp of America | 0.01% | Reduce -18.3% | 4,650 | $476K | $102.37 | No quote |
| 62 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Reduce -17.1% | 4,570 | $475K | $103.94 | No quote |
| 61 | HPY | Heartland Payment Systems | 0.01% | Reduce -13.9% | 11,520 | $475K | No quote | No quote |
| 63 | CAT | Caterpillar Inc | 0.01% | Reduce -19.9% | 4,360 | $474K | $108.72 | No quote |
| 65 | EMN | Eastman Chemical Co. | 0.01% | New | 5,380 | $470K | $87.36 | No quote |
| 64 | CCK | Crown Holdings Inc. | 0.01% | New | 9,440 | $470K | $49.79 | No quote |
| 66 | PFE | Pfizer Inc. | 0.01% | Reduce -5.3% | 15,810 | $469K | $29.66 | No quote |
| 67 | GD | General Dynamics Corp. | 0.01% | Reduce -18.0% | 4,010 | $467K | $116.46 | No quote |
| 68 | SCCO | Southern Copper Corp | 0.01% | New | 15,260 | $463K | $30.34 | No quote |
| 69 | NUS | Nu Skin Enterprises Inc. | 0.01% | Reduce -1.3% | 6,240 | $462K | No quote | No quote |
| 70 | MLKN | Herman Miller Inc. | 0.01% | New | 15,200 | $460K | $30.26 | No quote |
| 72 | COL | Rockwell Collins Inc | 0.01% | Add +130.7% | 5,860 | $458K | No quote | No quote |
| 71 | DE | Deere & Company | 0.01% | Reduce -18.6% | 5,060 | $458K | $90.51 | No quote |
| 74 | TDC | Teradata Corp | 0.01% | New | 11,360 | $457K | $40.23 | No quote |
| 73 | XOM | Exxon Mobil Corp | 0.01% | Reduce -17.8% | 4,540 | $457K | $100.66 | No quote |
| 75 | NSR | Neustar Inc | 0.01% | Add +17.9% | 17,540 | $456K | No quote | No quote |
| 76 | WRLD | World Acceptance Corp | 0.01% | Add +13.7% | 5,980 | $454K | No quote | No quote |
| 77 | WDR | Waddell & Reed Financial Inc | 0.01% | New | 7,220 | $452K | No quote | No quote |
| 78 | K | Kellogg Company | 0.01% | New | 6,840 | $449K | No quote | No quote |
| 79 | LMT | Lockheed Martin Corp. | 0.01% | Reduce -12.0% | 2,790 | $448K | $160.57 | No quote |
| 80 | BALL | Ball Corporation | 0.01% | Reduce -26.0% | 7,110 | $446K | $62.73 | No quote |
| 81 | PDCO | Patterson Companies Inc | 0.01% | Reduce -14.8% | 11,240 | $444K | No quote | No quote |
| 82 | IBM | IBM Corp | 0.01% | Reduce -14.1% | 2,440 | $442K | $181.15 | No quote |
| 83 | CACC | Credit Acceptance Corp | 0.01% | New | 3,580 | $441K | $123.18 | No quote |
| 84 | BA | Boeing Company | 0.01% | New | 3,460 | $440K | $127.17 | No quote |
| 85 | WTW | Weight Watchers Intl Inc | 0.01% | Reduce -17.0% | 21,230 | $428K | $20.16 | No quote |
| 86 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Reduce -7.2% | 7,440 | $427K | No quote | No quote |
| 87 | ATK | Alliant Techsystems Inc | 0.01% | Reduce -24.0% | 3,100 | $415K | No quote | No quote |
| 88 | COH | Coach Inc | 0.01% | Add +2.4% | 11,140 | $381K | No quote | No quote |
| 89 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -34.9% | 4,630 | $348K | $75.16 | No quote |
| 90 | DST | DST Systems Inc. | 0.01% | New | 3,740 | $345K | No quote | No quote |
| 91 | ENDPQ | Endo International plc | 0.00% | Reduce -44.2% | 3,870 | $271K | No quote | No quote |
| 92 | BCR | C.R. Bard Inc. | 0.00% | - | 1,425 | $204K | No quote | No quote |
| 93 | DISH | DISH Network Corp cl A | 0.00% | New | 3,120 | $203K | No quote | No quote |
| 102 | SLGN | Silgan Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 101 | SMG | Scotts Miracle-Gro Co. | - | Sold | 0 | $0 | No quote | No quote |
| 100 | PRAA | Portfolio Recovery Assoc | - | Sold | 0 | $0 | No quote | No quote |
| 99 | MDT | Medtronic Inc | - | Sold | 0 | $0 | No quote | No quote |
| 98 | LXK | Lexmark Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 97 | LSTR | Landstar System Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 96 | EXPD | Expeditors Intl of WA | - | Sold | 0 | $0 | No quote | No quote |
| 95 | ENR | Energizer Hldgs Inc | - | Sold | 0 | $0 | No quote | No quote |
| 94 | MO | Altria Group Inc | - | Sold | 0 | $0 | No quote | No quote |