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.
| 1 | BDX | Becton Dickinson & Co. | 5.76% | Add +0.0% | 2,545,850 | $360.62M | $141.65 | No quote |
| 2 | ACN | Accenture Plc | 5.68% | Add +0.0% | 3,670,871 | $355.27M | $96.78 | No quote |
| 3 | TJX | TJX Companies Inc | 5.22% | Reduce -0.2% | 4,932,267 | $326.37M | $66.17 | No quote |
| 4 | PEP | PepsiCo Inc. | 5.19% | Reduce -0.0% | 3,478,300 | $324.67M | $93.34 | No quote |
| 5 | UTX | United Technologies Corp | 5.13% | Add +0.3% | 2,894,214 | $321.06M | No quote | No quote |
| 6 | MDT | Medtronic PLC | 5.11% | Add +0.2% | 4,316,801 | $319.88M | $74.10 | No quote |
| 7 | MMM | 3M Company | 4.95% | Add +0.1% | 2,007,514 | $309.76M | $154.30 | No quote |
| 8 | PX | Praxair Inc | 4.86% | Reduce -0.1% | 2,545,427 | $304.31M | No quote | No quote |
| 9 | ECL | Ecolab Inc | 4.67% | Reduce -0.1% | 2,586,581 | $292.47M | $113.07 | No quote |
| 10 | ORCL | Oracle Corporation | 4.49% | Add +5.9% | 6,968,315 | $280.82M | $40.30 | No quote |
| 11 | MSFT | Microsoft Corporation | 4.42% | Add +0.2% | 6,261,486 | $276.45M | $44.15 | No quote |
| 12 | CL | Colgate-Palmolive Co | 3.47% | Reduce -0.1% | 3,322,549 | $217.33M | $65.41 | No quote |
| 13 | OMC | Omnicom Group Inc | 3.47% | Reduce 0.0% | 3,127,387 | $217.32M | $69.49 | No quote |
| 14 | JNJ | Johnson & Johnson | 3.28% | Add +29.1% | 2,107,772 | $205.42M | $97.46 | No quote |
| 15 | PG | Procter & Gamble Co. | 3.13% | Add +9.1% | 2,504,502 | $195.95M | $78.24 | No quote |
| 16 | EMR | Emerson Electric Co. | 3.04% | Add +0.4% | 3,427,379 | $189.98M | $55.43 | No quote |
| 17 | APH | Amphenol Corp. | 2.92% | Reduce -0.5% | 3,150,759 | $182.65M | $57.97 | No quote |
| 18 | UPS | United Parcel Svc Cl B | 2.77% | Reduce -0.7% | 1,789,537 | $173.42M | $96.91 | No quote |
| 19 | WAT | Waters Corp | 2.67% | Reduce -21.5% | 1,301,450 | $167.08M | $128.38 | No quote |
| 20 | UNH | Unitedhealth Group Inc | 2.64% | Add +0.4% | 1,352,435 | $165M | $122.00 | No quote |
| 21 | VAR | Varian Medical Systems | 2.57% | Add +0.2% | 1,905,943 | $160.73M | No quote | No quote |
| 22 | TROW | T Rowe Price Group Inc | 2.50% | Reduce -0.0% | 2,009,881 | $156.23M | $77.73 | No quote |
| 23 | NKE | Nike Inc cl B | 2.48% | Reduce -17.9% | 1,439,035 | $155.45M | $108.02 | No quote |
| 24 | CTSH | Cognizant Tech Solutions | 2.47% | Reduce -8.6% | 2,533,683 | $154.78M | $61.09 | No quote |
| 25 | EFX | Equifax Inc | 1.98% | Reduce -49.3% | 1,277,393 | $124.02M | $97.09 | No quote |
| 26 | KO | Coca-Cola Company | 1.92% | Reduce -0.5% | 3,069,361 | $120.41M | $39.23 | No quote |
| 27 | DD | DuPont de Nemours & Co. | 1.91% | Reduce -0.2% | 1,870,910 | $119.65M | $63.95 | No quote |
| 28 | ADP | Automatic Data Processing Inc. | 0.21% | Reduce -1.1% | 165,988 | $13.32M | $80.23 | No quote |
| 29 | SYK | Stryker Corp | 0.15% | - | 95,326 | $9.11M | $95.57 | No quote |
| 30 | ABT | Abbott Laboratories | 0.13% | - | 160,310 | $7.87M | $49.08 | No quote |
| 31 | ADBE | Adobe Systems Inc. | 0.11% | Reduce -2.4% | 84,105 | $6.81M | $81.01 | No quote |
| 32 | CLX | Clorox Company | 0.08% | Reduce -2.9% | 49,545 | $5.15M | $104.03 | No quote |
| 33 | ABBV | AbbVie Inc. | 0.04% | - | 34,070 | $2.29M | $67.19 | No quote |
| 34 | BMY | Bristol Myers Squibb Co. | 0.04% | - | 33,000 | $2.2M | $66.55 | No quote |
| 35 | RS | Reliance Steel And Aluminum Co | 0.03% | New | 28,600 | $1.73M | $60.49 | No quote |
| 36 | CI | Cigna Corporation | 0.01% | Reduce -16.8% | 3,820 | $619K | $162.04 | No quote |
| 37 | PAYX | Paychex Inc. | 0.01% | Add +0.8% | 12,285 | $576K | $46.89 | No quote |
| 38 | DE | Deere & Company | 0.01% | Reduce -6.6% | 5,700 | $553K | $97.02 | No quote |
| 39 | PRAA | PRA Group Inc | 0.01% | New | 8,840 | $551K | No quote | No quote |
| 40 | CBRL | Cracker Barrel Old Country Sto | 0.01% | New | 3,670 | $547K | $149.05 | No quote |
| 41 | GILD | Gilead Sciences Inc. | 0.01% | Reduce -12.3% | 4,640 | $543K | $117.03 | No quote |
| 42 | LSTR | Landstar System Inc. | 0.01% | Add +1.5% | 8,110 | $542K | $66.83 | No quote |
| 44 | SYNT | Syntel | 0.01% | Add +1.2% | 11,400 | $541K | No quote | No quote |
| 43 | NSR | Neustar Inc | 0.01% | Reduce -11.4% | 18,520 | $541K | No quote | No quote |
| 45 | SHW | Sherwin-Williams Co | 0.01% | - | 1,950 | $536K | $274.87 | No quote |
| 46 | HLF | Herbalife Ltd. | 0.01% | Reduce -42.1% | 9,680 | $533K | $55.06 | No quote |
| 47 | VGR | Vector Group Ltd | 0.01% | New | 22,690 | $532K | No quote | No quote |
| 48 | BKE | The Buckle Inc | 0.01% | New | 11,550 | $529K | $45.80 | No quote |
| 49 | TGT | Target Corp | 0.01% | New | 6,470 | $528K | $81.61 | No quote |
| 51 | HIBB | Hibbett Sports Inc. | 0.01% | Add +0.3% | 11,310 | $527K | No quote | No quote |
| 50 | MLKN | Herman Miller Inc. | 0.01% | New | 18,200 | $527K | $28.96 | No quote |
| 52 | BAX | Baxter International | 0.01% | Reduce -6.7% | 7,520 | $526K | $69.95 | No quote |
| 53 | EAT | Brinker International | 0.01% | Add +0.1% | 9,030 | $521K | No quote | No quote |
| 54 | CPB | Campbell Soup Company | 0.01% | New | 10,850 | $517K | $47.65 | No quote |
| 55 | ZD | J2 Global Inc | 0.01% | Reduce -8.1% | 7,580 | $515K | $67.94 | No quote |
| 56 | RL | Polo Ralph Lauren Corp Cl A | 0.01% | New | 3,880 | $514K | No quote | No quote |
| 57 | JWN | Nordstrom Inc. | 0.01% | Reduce -1.6% | 6,800 | $507K | No quote | No quote |
| 58 | STJ | Saint Jude Med Inc | 0.01% | Reduce -16.9% | 6,860 | $501K | No quote | No quote |
| 59 | LXK | Lexmark International Inc. | 0.01% | Reduce -10.8% | 11,310 | $500K | No quote | No quote |
| 61 | PFE | Pfizer Inc. | 0.01% | Reduce -8.6% | 14,870 | $499K | $33.56 | No quote |
| 60 | GIS | General Mills Inc. | 0.01% | New | 8,950 | $499K | $55.75 | No quote |
| 62 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | New | 7,940 | $495K | $62.34 | No quote |
| 64 | WDR | Waddell & Reed Financial Inc | 0.01% | Reduce -4.0% | 10,440 | $494K | No quote | No quote |
| 63 | ITT | ITT Corporation | 0.01% | Reduce -12.2% | 11,810 | $494K | No quote | No quote |
| 65 | CAT | Caterpillar Inc | 0.01% | Reduce -12.4% | 5,790 | $491K | $84.80 | No quote |
| 66 | TUP | Tupperware Brands | 0.01% | Reduce -1.8% | 7,560 | $488K | No quote | No quote |
| 69 | GWW | W.W. Grainger Inc. | 0.01% | New | 2,060 | $487K | $236.41 | No quote |
| 68 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $487K | $72.15 | No quote |
| 67 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Reduce -3.5% | 7,060 | $487K | No quote | No quote |
| 70 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | New | 4,450 | $486K | $109.21 | No quote |
| 72 | GPC | Genuine Parts Company | 0.01% | Reduce -6.3% | 5,390 | $483K | $89.61 | No quote |
| 71 | XOM | Exxon Mobil Corp | 0.01% | Reduce -6.7% | 5,810 | $483K | $83.13 | No quote |
| 74 | MCD | McDonald's Corp. | 0.01% | Reduce -12.9% | 5,070 | $482K | $95.07 | No quote |
| 73 | BBY | Best Buy Co. Inc. | 0.01% | Add +1.3% | 14,790 | $482K | $32.59 | No quote |
| 76 | OA | Orbital ATK Inc Com | 0.01% | Reduce -19.2% | 6,550 | $481K | No quote | No quote |
| 75 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -4.4% | 3,940 | $481K | No quote | No quote |
| 77 | ENR | Energizer Holdings Inc | 0.01% | New | 3,650 | $480K | $131.51 | No quote |
| 78 | LLTC | Linear Technology Corp | 0.01% | Reduce -5.6% | 10,840 | $479K | No quote | No quote |
| 79 | MHP | McGraw Hill Financial Inc. | 0.01% | New | 4,760 | $478K | No quote | No quote |
| 80 | DLX | Deluxe Corporation | 0.01% | Reduce -5.2% | 7,690 | $477K | $62.03 | No quote |
| 81 | CR | Crane Company | 0.01% | Add +2.3% | 8,100 | $476K | $58.77 | No quote |
| 83 | PM | Philip Morris Intl | 0.01% | Reduce -11.4% | 5,920 | $475K | $80.24 | No quote |
| 82 | IBM | IBM Corp | 0.01% | Reduce -13.9% | 2,920 | $475K | $162.67 | No quote |
| 85 | WMT | Wal Mart Stores Inc | 0.01% | Add +1.2% | 6,660 | $472K | $70.87 | No quote |
| 84 | AVP | Avon Products Inc. | 0.01% | Add +15.9% | 75,370 | $472K | No quote | No quote |
| 87 | TDC | Teradata Corp | 0.01% | Add +2.3% | 12,730 | $471K | $37.00 | No quote |
| 86 | CMP | Compass Minerals Intl Inc | 0.01% | New | 5,740 | $471K | No quote | No quote |
| 88 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -9.1% | 17,110 | $470K | $27.47 | No quote |
| 90 | TXN | Texas Instruments Inc | 0.01% | Reduce -3.4% | 9,110 | $469K | $51.48 | No quote |
| 89 | COH | Coach Inc | 0.01% | Add +4.7% | 13,560 | $469K | No quote | No quote |
| 91 | OI | Owens-Illinois Inc. | 0.01% | Reduce -4.3% | 20,260 | $465K | No quote | No quote |
| 92 | PBI | Pitney Bowes Inc. | 0.01% | Reduce -7.5% | 22,300 | $464K | $20.81 | No quote |
| 94 | NUS | Nu Skin Enterprises Inc. | 0.01% | New | 9,820 | $463K | No quote | No quote |
| 93 | WLY | John Wiley & Sons | 0.01% | New | 8,520 | $463K | No quote | No quote |
| 95 | TNH | Terra Nitrogen Co LP | 0.01% | New | 3,800 | $460K | No quote | No quote |
| 96 | WU | Western Union | 0.01% | New | 22,460 | $457K | $20.35 | No quote |
| 97 | NTAP | NetApp Inc. | 0.01% | New | 14,290 | $451K | $31.56 | No quote |
| 98 | APOL | Apollo Education Group Inc. | 0.01% | Add +58.4% | 31,100 | $401K | No quote | No quote |
| 99 | AAPL | Apple Inc. | 0.01% | New | 2,520 | $316K | $125.40 | No quote |
| 100 | BCR | C.R. Bard Inc. | 0.00% | - | 1,425 | $243K | No quote | No quote |
| 119 | WRLD | World Acceptance Corp | - | Sold | 0 | $0 | No quote | No quote |
| 118 | WIN | Windstream | - | Sold | 0 | $0 | No quote | No quote |
| 117 | WTW | Weight Watchers Intl | - | Sold | 0 | $0 | No quote | No quote |
| 116 | SCCO | Southern Copper Corp | - | Sold | 0 | $0 | No quote | No quote |
| 115 | SMG | Scotts Miracle-Gro Co. | - | Sold | 0 | $0 | No quote | No quote |
| 114 | RAVN | Raven Industries Inc | - | Sold | 0 | $0 | No quote | No quote |
| 113 | QSII | Quality Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 112 | MCO | Moody`s Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 111 | VIVO | Meridian Bioscience, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 110 | MRK | Merck & Company | - | Sold | 0 | $0 | No quote | No quote |
| 109 | MAT | Mattel Inc | - | Sold | 0 | $0 | No quote | No quote |
| 108 | KMB | Kimberly Clark Corp | - | Sold | 0 | $0 | No quote | No quote |
| 107 | K | Kellogg Co | - | Sold | 0 | $0 | No quote | No quote |
| 106 | IGT | International Game Tech. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | HI | Hillenbrand Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 104 | FMC | FMC Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 103 | ENR | Energizer Hldgs Inc | - | Sold | 0 | $0 | No quote | No quote |
| 102 | EMN | Eastman Chemical Co. | - | Sold | 0 | $0 | No quote | No quote |
| 101 | DECK | Deckers Outdoor Corp. | - | Sold | 0 | $0 | No quote | No quote |