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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

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 70 of 119 rows. Rows without a quote are marked unavailable.

1BDXBecton Dickinson & Co.5.76%Add +0.0%2,545,850$360.62M$141.65No quote
2ACNAccenture Plc5.68%Add +0.0%3,670,871$355.27M$96.78No quote
3TJXTJX Companies Inc5.22%Reduce -0.2%4,932,267$326.37M$66.17No quote
4PEPPepsiCo Inc.5.19%Reduce -0.0%3,478,300$324.67M$93.34No quote
5UTXUnited Technologies Corp5.13%Add +0.3%2,894,214$321.06MNo quoteNo quote
6MDTMedtronic PLC5.11%Add +0.2%4,316,801$319.88M$74.10No quote
7MMM3M Company4.95%Add +0.1%2,007,514$309.76M$154.30No quote
8PXPraxair Inc4.86%Reduce -0.1%2,545,427$304.31MNo quoteNo quote
9ECLEcolab Inc4.67%Reduce -0.1%2,586,581$292.47M$113.07No quote
10ORCLOracle Corporation4.49%Add +5.9%6,968,315$280.82M$40.30No quote
11MSFTMicrosoft Corporation4.42%Add +0.2%6,261,486$276.45M$44.15No quote
12CLColgate-Palmolive Co3.47%Reduce -0.1%3,322,549$217.33M$65.41No quote
13OMCOmnicom Group Inc3.47%Reduce 0.0%3,127,387$217.32M$69.49No quote
14JNJJohnson & Johnson3.28%Add +29.1%2,107,772$205.42M$97.46No quote
15PGProcter & Gamble Co.3.13%Add +9.1%2,504,502$195.95M$78.24No quote
16EMREmerson Electric Co.3.04%Add +0.4%3,427,379$189.98M$55.43No quote
17APHAmphenol Corp.2.92%Reduce -0.5%3,150,759$182.65M$57.97No quote
18UPSUnited Parcel Svc Cl B2.77%Reduce -0.7%1,789,537$173.42M$96.91No quote
19WATWaters Corp2.67%Reduce -21.5%1,301,450$167.08M$128.38No quote
20UNHUnitedhealth Group Inc2.64%Add +0.4%1,352,435$165M$122.00No quote
21VARVarian Medical Systems2.57%Add +0.2%1,905,943$160.73MNo quoteNo quote
22TROWT Rowe Price Group Inc2.50%Reduce -0.0%2,009,881$156.23M$77.73No quote
23NKENike Inc cl B2.48%Reduce -17.9%1,439,035$155.45M$108.02No quote
24CTSHCognizant Tech Solutions2.47%Reduce -8.6%2,533,683$154.78M$61.09No quote
25EFXEquifax Inc1.98%Reduce -49.3%1,277,393$124.02M$97.09No quote
26KOCoca-Cola Company1.92%Reduce -0.5%3,069,361$120.41M$39.23No quote
27DDDuPont de Nemours & Co.1.91%Reduce -0.2%1,870,910$119.65M$63.95No quote
28ADPAutomatic Data Processing Inc.0.21%Reduce -1.1%165,988$13.32M$80.23No quote
29SYKStryker Corp0.15%-95,326$9.11M$95.57No quote
30ABTAbbott Laboratories0.13%-160,310$7.87M$49.08No quote
31ADBEAdobe Systems Inc.0.11%Reduce -2.4%84,105$6.81M$81.01No quote
32CLXClorox Company0.08%Reduce -2.9%49,545$5.15M$104.03No quote
33ABBVAbbVie Inc.0.04%-34,070$2.29M$67.19No quote
34BMYBristol Myers Squibb Co.0.04%-33,000$2.2M$66.55No quote
35RSReliance Steel And Aluminum Co0.03%New28,600$1.73M$60.49No quote
36CICigna Corporation0.01%Reduce -16.8%3,820$619K$162.04No quote
37PAYXPaychex Inc.0.01%Add +0.8%12,285$576K$46.89No quote
38DEDeere & Company0.01%Reduce -6.6%5,700$553K$97.02No quote
39PRAAPRA Group Inc0.01%New8,840$551KNo quoteNo quote
40CBRLCracker Barrel Old Country Sto0.01%New3,670$547K$149.05No quote
41GILDGilead Sciences Inc.0.01%Reduce -12.3%4,640$543K$117.03No quote
42LSTRLandstar System Inc.0.01%Add +1.5%8,110$542K$66.83No quote
44SYNTSyntel0.01%Add +1.2%11,400$541KNo quoteNo quote
43NSRNeustar Inc0.01%Reduce -11.4%18,520$541KNo quoteNo quote
45SHWSherwin-Williams Co0.01%-1,950$536K$274.87No quote
46HLFHerbalife Ltd.0.01%Reduce -42.1%9,680$533K$55.06No quote
47VGRVector Group Ltd0.01%New22,690$532KNo quoteNo quote
48BKEThe Buckle Inc0.01%New11,550$529K$45.80No quote
49TGTTarget Corp0.01%New6,470$528K$81.61No quote
51HIBBHibbett Sports Inc.0.01%Add +0.3%11,310$527KNo quoteNo quote
50MLKNHerman Miller Inc.0.01%New18,200$527K$28.96No quote
52BAXBaxter International0.01%Reduce -6.7%7,520$526K$69.95No quote
53EATBrinker International0.01%Add +0.1%9,030$521KNo quoteNo quote
54CPBCampbell Soup Company0.01%New10,850$517K$47.65No quote
55ZDJ2 Global Inc0.01%Reduce -8.1%7,580$515K$67.94No quote
56RLPolo Ralph Lauren Corp Cl A0.01%New3,880$514KNo quoteNo quote
57JWNNordstrom Inc.0.01%Reduce -1.6%6,800$507KNo quoteNo quote
58STJSaint Jude Med Inc0.01%Reduce -16.9%6,860$501KNo quoteNo quote
59LXKLexmark International Inc.0.01%Reduce -10.8%11,310$500KNo quoteNo quote
61PFEPfizer Inc.0.01%Reduce -8.6%14,870$499K$33.56No quote
60GISGeneral Mills Inc.0.01%New8,950$499K$55.75No quote
62CHRWC.H. Robinson Worldwide Inc.0.01%New7,940$495K$62.34No quote
64WDRWaddell & Reed Financial Inc0.01%Reduce -4.0%10,440$494KNo quoteNo quote
63ITTITT Corporation0.01%Reduce -12.2%11,810$494KNo quoteNo quote
65CATCaterpillar Inc0.01%Reduce -12.4%5,790$491K$84.80No quote
66TUPTupperware Brands0.01%Reduce -1.8%7,560$488KNo quoteNo quote
69GWWW.W. Grainger Inc.0.01%New2,060$487K$236.41No quote
68NSRGYNestle S.A. ADR0.01%-6,750$487K$72.15No quote
67BBBYQBed Bath & Beyond Inc0.01%Reduce -3.5%7,060$487KNo quoteNo quote
70ZBHZimmer Biomet Holdings Inc0.01%New4,450$486K$109.21No quote
72GPCGenuine Parts Company0.01%Reduce -6.3%5,390$483K$89.61No quote
71XOMExxon Mobil Corp0.01%Reduce -6.7%5,810$483K$83.13No quote
74MCDMcDonald's Corp.0.01%Reduce -12.9%5,070$482K$95.07No quote
73BBYBest Buy Co. Inc.0.01%Add +1.3%14,790$482K$32.59No quote
76OAOrbital ATK Inc Com0.01%Reduce -19.2%6,550$481KNo quoteNo quote
75DNBDun & Bradstreet Corp0.01%Reduce -4.4%3,940$481KNo quoteNo quote
77ENREnergizer Holdings Inc0.01%New3,650$480K$131.51No quote
78LLTCLinear Technology Corp0.01%Reduce -5.6%10,840$479KNo quoteNo quote
79MHPMcGraw Hill Financial Inc.0.01%New4,760$478KNo quoteNo quote
80DLXDeluxe Corporation0.01%Reduce -5.2%7,690$477K$62.03No quote
81CRCrane Company0.01%Add +2.3%8,100$476K$58.77No quote
83PMPhilip Morris Intl0.01%Reduce -11.4%5,920$475K$80.24No quote
82IBMIBM Corp0.01%Reduce -13.9%2,920$475K$162.67No quote
85WMTWal Mart Stores Inc0.01%Add +1.2%6,660$472K$70.87No quote
84AVPAvon Products Inc.0.01%Add +15.9%75,370$472KNo quoteNo quote
87TDCTeradata Corp0.01%Add +2.3%12,730$471K$37.00No quote
86CMPCompass Minerals Intl Inc0.01%New5,740$471KNo quoteNo quote
88CSCOCisco Systems Inc.0.01%Reduce -9.1%17,110$470K$27.47No quote
90TXNTexas Instruments Inc0.01%Reduce -3.4%9,110$469K$51.48No quote
89COHCoach Inc0.01%Add +4.7%13,560$469KNo quoteNo quote
91OIOwens-Illinois Inc.0.01%Reduce -4.3%20,260$465KNo quoteNo quote
92PBIPitney Bowes Inc.0.01%Reduce -7.5%22,300$464K$20.81No quote
94NUSNu Skin Enterprises Inc.0.01%New9,820$463KNo quoteNo quote
93WLYJohn Wiley & Sons0.01%New8,520$463KNo quoteNo quote
95TNHTerra Nitrogen Co LP0.01%New3,800$460KNo quoteNo quote
96WUWestern Union0.01%New22,460$457K$20.35No quote
97NTAPNetApp Inc.0.01%New14,290$451K$31.56No quote
98APOLApollo Education Group Inc.0.01%Add +58.4%31,100$401KNo quoteNo quote
99AAPLApple Inc.0.01%New2,520$316K$125.40No quote
100BCRC.R. Bard Inc.0.00%-1,425$243KNo quoteNo quote
119WRLDWorld Acceptance Corp-Sold0$0No quoteNo quote
118WINWindstream-Sold0$0No quoteNo quote
117WTWWeight Watchers Intl-Sold0$0No quoteNo quote
116SCCOSouthern Copper Corp-Sold0$0No quoteNo quote
115SMGScotts Miracle-Gro Co.-Sold0$0No quoteNo quote
114RAVNRaven Industries Inc-Sold0$0No quoteNo quote
113QSIIQuality Systems Inc.-Sold0$0No quoteNo quote
112MCOMoody`s Corp.-Sold0$0No quoteNo quote
111VIVOMeridian Bioscience, Inc-Sold0$0No quoteNo quote
110MRKMerck & Company-Sold0$0No quoteNo quote
109MATMattel Inc-Sold0$0No quoteNo quote
108KMBKimberly Clark Corp-Sold0$0No quoteNo quote
107KKellogg Co-Sold0$0No quoteNo quote
106IGTInternational Game Tech.-Sold0$0No quoteNo quote
105HIHillenbrand Inc.-Sold0$0No quoteNo quote
104FMCFMC Corporation-Sold0$0No quoteNo quote
103ENREnergizer Hldgs Inc-Sold0$0No quoteNo quote
102EMNEastman Chemical Co.-Sold0$0No quoteNo quote
101DECKDeckers Outdoor Corp.-Sold0$0No quoteNo quote