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 2026-09-12 from SEC 13F data.
Live quotes available for 66 of 93 rows. Rows without a quote are marked unavailable.
| 1 | PEP | Pepsico Inc | 5.74% | - | 3,888,357 | $361.97M | $93.09 | No quote |
| 2 | BDX | Becton Dickinson | 5.50% | - | 3,047,117 | $346.79M | $113.81 | No quote |
| 3 | MMM | 3M Co | 5.31% | - | 2,363,648 | $334.88M | $141.68 | No quote |
| 4 | PX | Praxair Inc | 5.07% | - | 2,478,780 | $319.76M | No quote | No quote |
| 5 | ACN | Accenture PLC | 4.82% | - | 3,738,393 | $304.01M | $81.32 | No quote |
| 6 | TJX | TJX Companies Inc. | 4.73% | - | 5,033,542 | $297.84M | $59.17 | No quote |
| 7 | ADP | Automatic Data Processing | 4.70% | - | 3,562,034 | $295.93M | $83.08 | No quote |
| 8 | MSFT | Microsoft Corp Com | 4.68% | - | 6,368,501 | $295.24M | $46.36 | No quote |
| 9 | MDT | Medtronic Inc | 4.32% | - | 4,391,501 | $272.05M | $61.95 | No quote |
| 10 | UTX | United Technologies Corp | 4.26% | - | 2,541,971 | $268.43M | No quote | No quote |
| 11 | ORCL | Oracle Corp | 4.07% | - | 6,699,837 | $256.47M | $38.28 | No quote |
| 12 | CL | Colgate-Palmolive Co | 4.01% | - | 3,879,732 | $253.04M | $65.22 | No quote |
| 13 | EFX | Equifax Inc | 3.90% | - | 3,287,510 | $245.71M | $74.74 | No quote |
| 14 | UPS | United Parcel Svc Cl B | 3.89% | - | 2,496,670 | $245.4M | $98.29 | No quote |
| 15 | ECL | Ecolab Inc | 3.79% | - | 2,079,181 | $238.75M | $114.83 | No quote |
| 16 | OMC | Omnicom Group Inc | 3.48% | - | 3,185,649 | $219.36M | $68.86 | No quote |
| 17 | KO | Coca-Cola Co | 3.40% | - | 5,027,623 | $214.48M | $42.66 | No quote |
| 18 | EMR | Emerson Electric Co | 3.16% | - | 3,181,979 | $199.13M | $62.58 | No quote |
| 19 | PG | Procter & Gamble Co | 2.83% | - | 2,128,680 | $178.26M | $83.74 | No quote |
| 20 | WAT | Waters Corp | 2.65% | - | 1,682,868 | $166.81M | $99.12 | No quote |
| 21 | TROW | T Rowe Price Group Inc | 2.56% | - | 2,057,659 | $161.32M | $78.40 | No quote |
| 22 | APH | Amphenol Corp | 2.55% | - | 1,608,886 | $160.66M | $99.86 | No quote |
| 23 | NKE | Nike Inc Cl B | 2.53% | - | 1,788,741 | $159.56M | $89.20 | No quote |
| 24 | VAR | Varian Medical Systems | 2.46% | - | 1,938,918 | $155.35M | No quote | No quote |
| 25 | CTSH | Cognizant Tech Solutions Corp | 2.45% | - | 3,451,036 | $154.5M | $44.77 | No quote |
| 26 | DD | Du Pont E I de Nemours & Co | 2.18% | - | 1,918,705 | $137.69M | $71.76 | No quote |
| 27 | SYK | Stryker Corp | 0.12% | - | 95,026 | $7.67M | $80.75 | No quote |
| 28 | ABT | Abbott Labs Com | 0.11% | - | 163,550 | $6.8M | $41.59 | No quote |
| 29 | ADBE | Adobe Systems Inc | 0.10% | - | 93,430 | $6.46M | $69.19 | No quote |
| 30 | CLX | Clorox Co | 0.08% | - | 55,285 | $5.31M | $96.05 | No quote |
| 31 | ABBV | AbbVie Inc | 0.04% | - | 40,020 | $2.31M | $57.77 | No quote |
| 32 | JNJ | Johnson & Johnson | 0.03% | - | 15,400 | $1.64M | $106.56 | No quote |
| 33 | WTW | Weight Watchers Intl | 0.01% | - | 20,890 | $573K | $27.43 | No quote |
| 34 | BBY | Best Buy Company Inc | 0.01% | - | 16,810 | $565K | $33.61 | No quote |
| 35 | PAYX | Paychex Inc | 0.01% | - | 12,585 | $556K | $44.18 | No quote |
| 36 | LMT | Lockheed Martin Corp | 0.01% | - | 2,890 | $528K | $182.70 | No quote |
| 37 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | - | 7,980 | $525K | No quote | No quote |
| 38 | MHP | McGraw-Hill Financial, Inc. | 0.01% | - | 6,190 | $523K | No quote | No quote |
| 39 | PDCO | Patterson Companies Inc | 0.01% | - | 12,600 | $522K | No quote | No quote |
| 41 | UNH | Unitedhealth Group Inc | 0.01% | - | 6,030 | $520K | $86.24 | No quote |
| 40 | GD | General Dynamics Corp | 0.01% | - | 4,090 | $520K | $127.14 | No quote |
| 42 | COL | Rockwell Collins Inc. | 0.01% | - | 6,600 | $518K | No quote | No quote |
| 43 | KR | Kroger Co | 0.01% | - | 9,860 | $513K | $52.03 | No quote |
| 44 | EV | Eaton Vance Corp | 0.01% | - | 13,560 | $512K | No quote | No quote |
| 46 | WMT | Wal Mart Stores Inc | 0.01% | - | 6,670 | $510K | $76.46 | No quote |
| 45 | USNA | USANA Health Sciences | 0.01% | - | 6,920 | $510K | $73.70 | No quote |
| 48 | PFE | Pfizer Inc Com | 0.01% | - | 17,190 | $508K | $29.55 | No quote |
| 47 | CSCO | Cisco Systems Inc | 0.01% | - | 20,200 | $508K | $25.15 | No quote |
| 49 | BA | Boeing Company | 0.01% | - | 3,980 | $507K | $127.39 | No quote |
| 52 | ZBH | Zimmer Holdings Inc | 0.01% | - | 5,010 | $504K | $100.60 | No quote |
| 51 | ENR | Energizer Hldgs Inc | 0.01% | - | 4,090 | $504K | $123.23 | No quote |
| 50 | BR | Broadridge Financial Solutions | 0.01% | - | 12,100 | $504K | $41.65 | No quote |
| 56 | IBM | International Business Machines Corp | 0.01% | - | 2,620 | $497K | $189.69 | No quote |
| 55 | HPY | Heartland Payment System | 0.01% | - | 10,420 | $497K | No quote | No quote |
| 54 | DVA | DaVita Inc. | 0.01% | - | 6,790 | $497K | $73.20 | No quote |
| 53 | CACC | Credit Acceptance Corp | 0.01% | - | 3,940 | $497K | $126.14 | No quote |
| 57 | MLKN | Herman Miller, Inc. | 0.01% | - | 16,600 | $496K | $29.88 | No quote |
| 58 | FHI | Federated Investors Inc. | 0.01% | - | 16,840 | $494K | No quote | No quote |
| 59 | EMN | Eastman Chemical Co. | 0.01% | - | 6,100 | $493K | $80.82 | No quote |
| 60 | DGX | Quest Diagnostics Inc | 0.01% | - | 8,070 | $490K | $60.72 | No quote |
| 62 | EXPD | Expeditors Intl of WA | 0.01% | - | 12,060 | $489K | $40.55 | No quote |
| 61 | DNB | Dun & Bradstreet Corp | 0.01% | - | 4,160 | $489K | No quote | No quote |
| 64 | COH | Coach Inc | 0.01% | - | 13,620 | $485K | No quote | No quote |
| 63 | CI | Cigna Corp | 0.01% | - | 5,350 | $485K | $90.65 | No quote |
| 65 | SYNT | Syntel Inc. | 0.01% | - | 5,500 | $484K | No quote | No quote |
| 66 | CPB | Campbell Soup Company | 0.01% | - | 11,280 | $482K | $42.73 | No quote |
| 68 | WDR | Waddell & Reed Financial Inc | 0.01% | - | 9,300 | $481K | No quote | No quote |
| 67 | TDC | Teradata Corp | 0.01% | - | 11,480 | $481K | $41.90 | No quote |
| 69 | WDC | Western Digital Corp | 0.01% | - | 4,930 | $480K | $97.36 | No quote |
| 70 | LH | Laboratory Corp of America Holdings | 0.01% | - | 4,710 | $479K | $101.70 | No quote |
| 71 | ATK | Alliant Techsystems Inc | 0.01% | - | 3,740 | $477K | No quote | No quote |
| 72 | K | Kellogg Co | 0.01% | - | 7,720 | $476K | No quote | No quote |
| 73 | DE | Deere & Company | 0.01% | - | 5,780 | $474K | $82.01 | No quote |
| 74 | DLX | Deluxe Corp | 0.01% | - | 8,550 | $472K | $55.20 | No quote |
| 75 | CCK | Crown Holdings, Inc. | 0.01% | - | 10,580 | $471K | $44.52 | No quote |
| 76 | XOM | Exxon Mobil Corp | 0.01% | - | 5,000 | $470K | $94.00 | No quote |
| 77 | SLGN | Silgan Holdings Inc. | 0.01% | - | 9,980 | $469K | No quote | No quote |
| 78 | PBI | Pitney Bowes Inc | 0.01% | - | 18,680 | $467K | $25.00 | No quote |
| 79 | HRB | H&R Block Inc. | 0.01% | - | 14,820 | $460K | $31.04 | No quote |
| 80 | CAT | Caterpillar Inc | 0.01% | - | 4,640 | $459K | $98.92 | No quote |
| 81 | AVP | Avon Products Inc | 0.01% | - | 35,970 | $453K | No quote | No quote |
| 82 | DST | DST Systems Inc. | 0.01% | - | 5,360 | $450K | No quote | No quote |
| 83 | PRAA | Portfolio Recovery Assoc | 0.01% | - | 8,580 | $448K | No quote | No quote |
| 84 | BALL | Ball Corporation | 0.01% | - | 6,830 | $432K | $63.25 | No quote |
| 85 | NSR | Neustar Inc. | 0.01% | - | 17,100 | $425K | No quote | No quote |
| 86 | HLF | Herbalife Ltd. | 0.01% | - | 9,680 | $424K | $43.80 | No quote |
| 88 | OI | Owens-Illinois Inc | 0.01% | - | 15,920 | $415K | No quote | No quote |
| 87 | LXK | Lexmark Intl Inc | 0.01% | - | 9,760 | $415K | No quote | No quote |
| 89 | MCO | Moody`s Corp. | 0.01% | - | 4,310 | $407K | $94.43 | No quote |
| 90 | WRLD | World Acceptance Corp | 0.01% | - | 5,820 | $393K | No quote | No quote |
| 91 | RAI | Reynolds American Inc | 0.01% | - | 6,420 | $379K | No quote | No quote |
| 92 | HIBB | Hibbett Sports, Inc. | 0.00% | - | 6,720 | $286K | No quote | No quote |
| 93 | BCR | Bard (C.R.) Inc | 0.00% | - | 1,425 | $203K | No quote | No quote |