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.
Get email alerts when Jensen Investment Management files a new 13F — sign in or create a free account.
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. | 5.74% | Reduce -7.6% | 3,887,277 | $361.87M | $93.09 | No quote |
| 2 | BDX | Becton Dickinson & Co. | 5.50% | Reduce -3.5% | 3,046,327 | $346.7M | $113.81 | No quote |
| 3 | MMM | 3M Company | 5.31% | Reduce -3.3% | 2,363,028 | $334.79M | $141.68 | No quote |
| 4 | PX | Praxair Inc | 5.07% | Reduce -2.7% | 2,478,130 | $319.68M | No quote | No quote |
| 5 | ACN | Accenture Plc | 4.82% | Reduce -3.4% | 3,737,413 | $303.93M | $81.32 | No quote |
| 6 | TJX | TJX Companies Inc | 4.73% | Add +2.7% | 5,032,232 | $297.76M | $59.17 | No quote |
| 7 | ADP | Automatic Data Processing Inc. | 4.70% | Reduce -3.2% | 3,561,164 | $295.86M | $83.08 | No quote |
| 8 | MSFT | Microsoft Corporation | 4.68% | Reduce -3.4% | 6,366,901 | $295.17M | $46.36 | No quote |
| 9 | MDT | Medtronic PLC | 4.32% | Reduce -3.4% | 4,390,461 | $271.99M | $61.95 | No quote |
| 10 | UTX | United Technologies Corp | 4.26% | Reduce -3.2% | 2,541,971 | $268.43M | No quote | No quote |
| 11 | ORCL | Oracle Corporation | 4.07% | Reduce -3.3% | 6,698,117 | $256.4M | $38.28 | No quote |
| 12 | CL | Colgate-Palmolive Co | 4.01% | Reduce -14.1% | 3,878,612 | $252.96M | $65.22 | No quote |
| 13 | EFX | Equifax Inc | 3.90% | Reduce -3.2% | 3,286,670 | $245.65M | $74.74 | No quote |
| 14 | UPS | United Parcel Svc Cl B | 3.89% | Reduce -3.5% | 2,496,670 | $245.4M | $98.29 | No quote |
| 15 | ECL | Ecolab Inc | 3.79% | Reduce -14.0% | 2,078,581 | $238.68M | $114.83 | No quote |
| 16 | OMC | Omnicom Group Inc | 3.48% | Reduce -3.2% | 3,184,839 | $219.31M | $68.86 | No quote |
| 17 | KO | Coca-Cola Company | 3.40% | Reduce -3.2% | 5,026,373 | $214.43M | $42.66 | No quote |
| 18 | EMR | Emerson Electric Co. | 3.16% | Reduce -3.3% | 3,181,139 | $199.08M | $62.58 | No quote |
| 19 | PG | Procter & Gamble Co. | 2.83% | Reduce -28.8% | 2,127,940 | $178.19M | $83.74 | No quote |
| 20 | WAT | Waters Corp | 2.65% | Reduce -3.4% | 1,682,438 | $166.76M | $99.12 | No quote |
| 21 | TROW | T Rowe Price Group Inc | 2.56% | Reduce -3.5% | 2,057,659 | $161.32M | $78.40 | No quote |
| 22 | APH | Amphenol Corp. | 2.55% | Reduce -3.4% | 1,608,016 | $160.58M | $99.86 | No quote |
| 23 | NKE | Nike Inc cl B | 2.53% | Reduce -3.3% | 1,788,291 | $159.52M | $89.20 | No quote |
| 24 | VAR | Varian Medical Systems | 2.46% | Reduce -3.5% | 1,938,398 | $155.3M | No quote | No quote |
| 25 | CTSH | Cognizant Tech Solutions | 2.45% | Reduce -3.1% | 3,450,156 | $154.46M | $44.77 | No quote |
| 26 | DD | DuPont de Nemours & Co. | 2.19% | Reduce -2.6% | 1,918,705 | $137.69M | $71.76 | No quote |
| 27 | SYK | Stryker Corp | 0.12% | Reduce -0.1% | 95,026 | $7.67M | $80.75 | No quote |
| 28 | ABT | Abbott Laboratories | 0.11% | Reduce -2.0% | 163,550 | $6.8M | $41.59 | No quote |
| 29 | ADBE | Adobe Systems Inc. | 0.10% | Reduce -13.4% | 93,430 | $6.46M | $69.19 | No quote |
| 30 | CLX | Clorox Company | 0.08% | Reduce -2.4% | 55,285 | $5.31M | $96.05 | No quote |
| 31 | ABBV | AbbVie Inc. | 0.04% | Reduce -2.1% | 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 Inc | 0.01% | Reduce -1.6% | 20,890 | $573K | $27.43 | No quote |
| 34 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -5.3% | 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% | Add +3.6% | 2,890 | $528K | $182.70 | No quote |
| 37 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +7.3% | 7,980 | $525K | No quote | No quote |
| 38 | MHP | McGraw Hill Financial Inc. | 0.01% | Add +4.7% | 6,190 | $523K | No quote | No quote |
| 39 | PDCO | Patterson Companies Inc | 0.01% | Add +12.1% | 12,600 | $522K | No quote | No quote |
| 41 | UNH | Unitedhealth Group Inc | 0.01% | Add +1.0% | 6,030 | $520K | $86.24 | No quote |
| 40 | GD | General Dynamics Corp. | 0.01% | Add +2.0% | 4,090 | $520K | $127.14 | No quote |
| 42 | COL | Rockwell Collins Inc | 0.01% | Add +12.6% | 6,600 | $518K | No quote | No quote |
| 43 | KR | Kroger Company | 0.01% | Reduce -0.6% | 9,860 | $513K | $52.03 | No quote |
| 44 | EV | Eaton Vance Corp. | 0.01% | Add +6.8% | 13,560 | $512K | No quote | No quote |
| 46 | WMT | Wal Mart Stores Inc | 0.01% | Add +44.1% | 6,670 | $510K | $76.46 | No quote |
| 45 | USNA | USANA Health Sciences | 0.01% | Add +2.1% | 6,920 | $510K | $73.70 | No quote |
| 48 | PFE | Pfizer Inc. | 0.01% | Add +8.7% | 17,190 | $508K | $29.55 | No quote |
| 47 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -0.2% | 20,200 | $508K | $25.15 | No quote |
| 49 | BA | Boeing Company | 0.01% | Add +15.0% | 3,980 | $507K | $127.39 | No quote |
| 52 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +9.6% | 5,010 | $504K | $100.60 | No quote |
| 51 | ENR | Energizer Holdings Inc | 0.01% | New | 4,090 | $504K | $123.23 | No quote |
| 50 | BR | Broadridge Fncl Solutions | 0.01% | Add +3.2% | 12,100 | $504K | $41.65 | No quote |
| 56 | IBM | IBM Corp | 0.01% | Add +7.4% | 2,620 | $497K | $189.69 | No quote |
| 55 | HPY | Heartland Payment Systems | 0.01% | Reduce -9.6% | 10,420 | $497K | No quote | No quote |
| 54 | DVA | DaVita HealthCare Partners Inc | 0.01% | Reduce -0.3% | 6,790 | $497K | $73.20 | No quote |
| 53 | CACC | Credit Acceptance Corp | 0.01% | Add +10.1% | 3,940 | $497K | $126.14 | No quote |
| 57 | MLKN | Herman Miller Inc. | 0.01% | Add +9.2% | 16,600 | $496K | $29.88 | No quote |
| 58 | FHI | Federated Investors Inc. | 0.01% | Add +1.2% | 16,840 | $494K | No quote | No quote |
| 59 | EMN | Eastman Chemical Co. | 0.01% | Add +13.4% | 6,100 | $493K | $80.82 | No quote |
| 60 | DGX | Quest Diagnostics Inc | 0.01% | Reduce -0.7% | 8,070 | $490K | $60.72 | No quote |
| 62 | EXPD | Expeditors International of WA | 0.01% | New | 12,060 | $489K | $40.55 | No quote |
| 61 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -5.0% | 4,160 | $489K | No quote | No quote |
| 64 | COH | Coach Inc | 0.01% | Add +22.3% | 13,620 | $485K | No quote | No quote |
| 63 | CI | Cigna Corporation | 0.01% | Add +2.3% | 5,350 | $485K | $90.65 | No quote |
| 65 | SYNT | Syntel | 0.01% | Reduce -6.1% | 5,500 | $484K | No quote | No quote |
| 66 | CPB | Campbell Soup Company | 0.01% | New | 11,280 | $482K | $42.73 | No quote |
| 68 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +28.8% | 9,300 | $481K | No quote | No quote |
| 67 | TDC | Teradata Corp | 0.01% | Add +1.1% | 11,480 | $481K | $41.90 | No quote |
| 69 | WDC | Western Digital Corp | 0.01% | Reduce -9.2% | 4,930 | $480K | $97.36 | No quote |
| 70 | LH | Laboratory Corp of America | 0.01% | Add +1.3% | 4,710 | $479K | $101.70 | No quote |
| 71 | ATK | Alliant Techsystems Inc | 0.01% | Add +20.6% | 3,740 | $477K | No quote | No quote |
| 72 | K | Kellogg Company | 0.01% | Add +12.9% | 7,720 | $476K | No quote | No quote |
| 73 | DE | Deere & Company | 0.01% | Add +14.2% | 5,780 | $474K | $82.01 | No quote |
| 74 | DLX | Deluxe Corporation | 0.01% | Add +1.9% | 8,550 | $472K | $55.20 | No quote |
| 75 | CCK | Crown Holdings Inc. | 0.01% | Add +12.1% | 10,580 | $471K | $44.52 | No quote |
| 76 | XOM | Exxon Mobil Corp | 0.01% | Add +10.1% | 5,000 | $470K | $94.00 | No quote |
| 77 | SLGN | Silgan Holdings Inc | 0.01% | New | 9,980 | $469K | No quote | No quote |
| 78 | PBI | Pitney Bowes Inc. | 0.01% | Add +5.5% | 18,680 | $467K | $25.00 | No quote |
| 79 | HRB | H&R Block Inc. | 0.01% | New | 14,820 | $460K | $31.04 | No quote |
| 80 | CAT | Caterpillar Inc | 0.01% | Add +6.4% | 4,640 | $459K | $98.92 | No quote |
| 81 | AVP | Avon Products Inc. | 0.01% | Add +7.2% | 35,970 | $453K | No quote | No quote |
| 82 | DST | DST Systems Inc. | 0.01% | Add +43.3% | 5,360 | $450K | No quote | No quote |
| 83 | PRAA | PRA Group Inc | 0.01% | Add +3.1% | 8,580 | $448K | No quote | No quote |
| 84 | BALL | Ball Corporation | 0.01% | Reduce -3.9% | 6,830 | $432K | $63.25 | No quote |
| 85 | NSR | Neustar Inc | 0.01% | Reduce -2.5% | 17,100 | $425K | No quote | No quote |
| 86 | HLF | Herbalife Ltd. | 0.01% | Add +28.0% | 9,680 | $424K | $43.80 | No quote |
| 88 | OI | Owens-Illinois Inc. | 0.01% | New | 15,920 | $415K | No quote | No quote |
| 87 | LXK | Lexmark International Inc. | 0.01% | New | 9,760 | $415K | No quote | No quote |
| 89 | MCO | Moody's Corp. | 0.01% | Reduce -22.3% | 4,310 | $407K | $94.43 | No quote |
| 90 | WRLD | World Acceptance Corp | 0.01% | Reduce -2.7% | 5,820 | $393K | No quote | No quote |
| 91 | RAI | Reynolds American Inc | 0.01% | New | 6,420 | $379K | No quote | No quote |
| 92 | HIBB | Hibbett Sports Inc. | 0.00% | New | 6,720 | $286K | No quote | No quote |
| 93 | BCR | C.R. Bard Inc. | 0.00% | - | 1,425 | $203K | No quote | No quote |
| 102 | WIN | Windstream | - | Sold | 0 | $0 | No quote | No quote |
| 101 | SCCO | Southern Copper Corp | - | Sold | 0 | $0 | No quote | No quote |
| 100 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 99 | IGT | International Game Tech. | - | Sold | 0 | $0 | No quote | No quote |
| 98 | GPN | Global Payments Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 97 | ENDPQ | Endo International plc | - | Sold | 0 | $0 | No quote | No quote |
| 96 | LLY | Eli Lilly & Co. | - | Sold | 0 | $0 | No quote | No quote |
| 95 | DISH | DISH Network Corp cl A | - | Sold | 0 | $0 | No quote | No quote |
| 94 | CHRW | C.H. Robinson Worldwide Inc. | - | Sold | 0 | $0 | No quote | No quote |