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Focused investors/Jensen Investment Management

Jensen Investment Management

As of Q2 2026, Jensen Investment Management reported 83 long-equity positions worth $4.13B in aggregate.

Copy-investor backtest

Full auditCompare with peers
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 62 of 121 rows. Rows without a quote are marked unavailable.

1BDXBecton Dickinson & Co.6.41%Reduce -2.1%2,981,840$414.95M$139.16No quote
2PEPPepsiCo Inc.5.57%Reduce -2.0%3,809,660$360.24M$94.56No quote
3TJXTJX Companies Inc5.22%Reduce -2.2%4,923,042$337.62M$68.58No quote
4UTXUnited Technologies Corp5.12%Add +13.2%2,878,464$331.02MNo quoteNo quote
5PXPraxair Inc5.10%Add +2.7%2,545,232$329.76MNo quoteNo quote
6MMM3M Company5.09%Reduce -15.3%2,002,577$329.06M$164.32No quote
7ACNAccenture Plc5.05%Reduce -2.1%3,657,261$326.63M$89.31No quote
8MDTMedtronic PLC4.80%Reduce -2.1%4,297,157$310.26M$72.20No quote
9ORCLOracle Corporation4.56%Reduce -2.0%6,563,820$295.18M$44.97No quote
10MSFTMicrosoft Corporation4.48%Reduce -2.1%6,234,794$289.61M$46.45No quote
11UPSUnited Parcel Svc Cl B4.19%Reduce -2.3%2,440,497$271.31M$111.17No quote
12ECLEcolab Inc4.18%Add +24.5%2,587,231$270.42M$104.52No quote
13EFXEquifax Inc4.03%Reduce -1.9%3,223,733$260.7M$80.87No quote
14CLColgate-Palmolive Co3.80%Reduce -8.3%3,555,459$246M$69.19No quote
15OMCOmnicom Group Inc3.74%Reduce -2.0%3,122,387$241.89M$77.47No quote
16EMREmerson Electric Co.2.97%Reduce -2.1%3,114,419$192.25M$61.73No quote
17WATWaters Corp2.88%Reduce -1.8%1,651,585$186.17M$112.72No quote
18PGProcter & Gamble Co.2.67%Reduce -11.0%1,894,342$172.56M$91.09No quote
19TROWT Rowe Price Group Inc2.66%Reduce -2.5%2,006,069$172.24M$85.86No quote
20APHAmphenol Corp.2.62%Add +95.7%3,147,233$169.35M$53.81No quote
21NKENike Inc cl B2.60%Reduce -2.2%1,748,168$168.09M$96.15No quote
22VARVarian Medical Systems2.53%Reduce -2.2%1,895,518$163.98MNo quoteNo quote
23CTSHCognizant Tech Solutions2.25%Reduce -19.9%2,762,197$145.46M$52.66No quote
24DDDuPont de Nemours & Co.2.14%Reduce -2.4%1,873,625$138.54M$73.94No quote
25UNHUnitedhealth Group Inc2.10%Add +22184.9%1,343,780$135.84M$101.09No quote
26KOCoca-Cola Company2.01%Reduce -38.7%3,080,732$130.07M$42.22No quote
27ADPAutomatic Data Processing Inc.0.23%Reduce -94.9%181,963$15.17M$83.37No quote
28SYKStryker Corp0.14%Reduce -0.2%94,826$8.95M$94.33No quote
29ABTAbbott Laboratories0.11%Reduce -1.9%160,510$7.23M$45.02No quote
30ADBEAdobe Systems Inc.0.10%Reduce -1.1%92,430$6.72M$72.70No quote
31CLXClorox Company0.09%Reduce -3.5%53,345$5.56M$104.21No quote
32ABBVAbbVie Inc.0.04%Reduce -10.1%35,987$2.36M$65.44No quote
33JNJJohnson & Johnson0.03%Add +31.9%20,320$2.13M$104.58No quote
34ZDJ2 Global Inc0.01%New9,380$582K$62.05No quote
35PAYXPaychex Inc.0.01%-12,585$581K$46.17No quote
36APOLApollo Education Group Inc.0.01%New17,000$580KNo quoteNo quote
37RAVNRaven Industries Inc0.01%New22,920$573KNo quoteNo quote
38EATBrinker International0.01%New9,720$570KNo quoteNo quote
39SLGNSilgan Holdings Inc0.01%Add +6.0%10,580$567KNo quoteNo quote
40QSIIQuality Systems Inc.0.01%New36,120$563KNo quoteNo quote
41JWNNordstrom Inc.0.01%New7,080$562KNo quoteNo quote
42DLTRDollar Tree Inc.0.01%New7,960$560K$70.35No quote
44NUSNu Skin Enterprises Inc.0.01%New12,800$559KNo quoteNo quote
43BBBYQBed Bath & Beyond Inc0.01%Reduce -8.0%7,340$559KNo quoteNo quote
45GPCGenuine Parts Company0.01%New5,240$558K$106.49No quote
46DLXDeluxe Corporation0.01%Add +4.0%8,890$553K$62.20No quote
47WRLDWorld Acceptance Corp0.01%Add +18.7%6,910$549KNo quoteNo quote
49ZBHZimmer Biomet Holdings Inc0.01%Reduce -3.6%4,830$548K$113.46No quote
48PETMPetSmart Inc.0.01%New6,740$548KNo quoteNo quote
50LLTCLinear Technology Corp0.01%New12,000$547KNo quoteNo quote
51ENREnergizer Holdings Inc0.01%Add +3.4%4,230$544K$128.61No quote
52ATKAlliant Techsystems Inc0.01%Add +24.9%4,670$543KNo quoteNo quote
53CSCOCisco Systems Inc.0.01%Reduce -3.5%19,500$542K$27.79No quote
54DEDeere & Company0.01%Add +5.9%6,120$541K$88.40No quote
57OIOwens-Illinois Inc.0.01%Add +25.6%20,000$540KNo quoteNo quote
56VIVOMeridian Bioscience Inc0.01%New32,820$540KNo quoteNo quote
55COHCoach Inc0.01%Add +5.6%14,380$540KNo quoteNo quote
58TXNTexas Instruments Inc0.01%New10,080$539K$53.47No quote
60SMGThe Scotts Miracle-Gro Co.0.01%New8,620$537K$62.30No quote
59NSRNeustar Inc0.01%Add +13.0%19,320$537KNo quoteNo quote
63SYNTSyntel0.01%Add +116.7%11,920$536KNo quoteNo quote
62KMBKimberly-Clark Corp.0.01%New4,640$536K$115.52No quote
61BBYBest Buy Co. Inc.0.01%Reduce -18.1%13,760$536K$38.95No quote
65WMTWal Mart Stores Inc0.01%Reduce -6.6%6,230$535K$85.87No quote
64PFEPfizer Inc.0.01%Reduce -0.1%17,170$535K$31.16No quote
67WDRWaddell & Reed Financial Inc0.01%Add +14.6%10,660$531KNo quoteNo quote
66CICigna Corporation0.01%Reduce -3.5%5,160$531K$102.91No quote
69KKellogg Company0.01%Add +4.7%8,080$529KNo quoteNo quote
68EXPDExpeditors International of WA0.01%Reduce -1.7%11,860$529K$44.60No quote
71LOLorillard Inc.0.01%New8,360$526KNo quoteNo quote
70IBMIBM Corp0.01%Add +25.2%3,280$526K$160.37No quote
72IGTInternational Game Tech.0.01%New30,380$524KNo quoteNo quote
73HIBBHibbett Sports Inc.0.01%Add +60.7%10,800$523KNo quoteNo quote
74STJSaint Jude Med Inc0.01%New8,020$522KNo quoteNo quote
75MATMattel Inc.0.01%New16,840$521K$30.94No quote
77TDCTeradata Corp0.01%Add +3.0%11,820$516K$43.65No quote
76PBIPitney Bowes Inc.0.01%Add +13.4%21,180$516K$24.36No quote
79MHPMcGraw Hill Financial Inc.0.01%Reduce -7.1%5,750$512KNo quoteNo quote
78MCDMcDonald's Corp.0.01%New5,460$512K$93.77No quote
81LXKLexmark International Inc.0.01%Add +26.0%12,300$508KNo quoteNo quote
80DNBDun & Bradstreet Corp0.01%Add +1.0%4,200$508KNo quoteNo quote
82XOMExxon Mobil Corp0.01%Add +9.4%5,470$506K$92.50No quote
83TUPTupperware Brands0.01%New7,900$498KNo quoteNo quote
84CRCrane Company0.01%New8,460$497K$58.75No quote
85GILDGilead Sciences Inc.0.01%New5,260$496K$94.30No quote
86LSTRLandstar System Inc.0.01%New6,820$495K$72.58No quote
87PMPhilip Morris Intl0.01%New6,070$494K$81.38No quote
88AVPAvon Products Inc.0.01%Add +45.5%52,340$491KNo quoteNo quote
89HLFHerbalife Ltd.0.01%Add +31.6%12,740$480K$37.68No quote
90SCCOSouthern Copper Corp0.01%New16,640$469K$28.19No quote
92EMNEastman Chemical Co.0.01%Reduce -2.0%5,980$454K$75.92No quote
91CATCaterpillar Inc0.01%Add +6.9%4,960$454K$91.53No quote
93WINWindstream0.01%New52,220$430KNo quoteNo quote
94VTIVanguard Index Fund ETF0.01%New3,048$323K$105.97No quote
95BCRC.R. Bard Inc.0.00%-1,425$237KNo quoteNo quote
121WDCWestern Digital Corp-Sold0$0No quoteNo quote
120WTWWeight Watchers Intl Inc-Sold0$0No quoteNo quote
119USNAUSANA Health Sciences-Sold0$0No quoteNo quote
118COLRockwell Collins Inc-Sold0$0No quoteNo quote
117RAIReynolds American Inc-Sold0$0No quoteNo quote
116DGXQuest Diagnostics Inc-Sold0$0No quoteNo quote
115PRAAPRA Group Inc-Sold0$0No quoteNo quote
114PDCOPatterson Companies Inc-Sold0$0No quoteNo quote
113MCOMoody's Corp.-Sold0$0No quoteNo quote
112LMTLockheed Martin Corp.-Sold0$0No quoteNo quote
111LHLaboratory Corp of America-Sold0$0No quoteNo quote
110KRKroger Company-Sold0$0No quoteNo quote
109MLKNHerman Miller Inc.-Sold0$0No quoteNo quote
108HPYHeartland Payment Systems-Sold0$0No quoteNo quote
107HRBH&R Block Inc.-Sold0$0No quoteNo quote
106GDGeneral Dynamics Corp.-Sold0$0No quoteNo quote
105FHIFederated Investors Inc.-Sold0$0No quoteNo quote
104EVEaton Vance Corp.-Sold0$0No quoteNo quote
103DSTDST Systems Inc.-Sold0$0No quoteNo quote
102DVADaVita HealthCare Partners Inc-Sold0$0No quoteNo quote
101CCKCrown Holdings Inc.-Sold0$0No quoteNo quote
100CACCCredit Acceptance Corp-Sold0$0No quoteNo quote
99CPBCampbell Soup Company-Sold0$0No quoteNo quote
98BRBroadridge Fncl Solutions-Sold0$0No quoteNo quote
97BABoeing Company-Sold0$0No quoteNo quote
96BALLBall Corporation-Sold0$0No quoteNo quote