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 76 of 118 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.13% | Add +0.1% | 2,373,995 | $365.81M | $154.09 | No quote |
| 2 | MSFT | Microsoft Corporation | 5.89% | Add +0.2% | 6,334,016 | $351.41M | $55.48 | No quote |
| 3 | PEP | PepsiCo Inc. | 5.88% | Add +0.2% | 3,506,991 | $350.42M | $99.92 | No quote |
| 4 | ACN | Accenture Plc | 5.23% | Reduce -8.6% | 2,986,666 | $312.11M | $104.50 | No quote |
| 5 | MMM | 3M Company | 5.14% | Add +0.3% | 2,033,619 | $306.34M | $150.64 | No quote |
| 6 | ECL | Ecolab Inc | 5.05% | Add +1.4% | 2,633,631 | $301.24M | $114.38 | No quote |
| 7 | TJX | TJX Companies Inc | 5.00% | Add +0.3% | 4,202,167 | $297.98M | $70.91 | No quote |
| 8 | JNJ | Johnson & Johnson | 4.96% | Add +6.2% | 2,880,965 | $295.93M | $102.72 | No quote |
| 9 | UTX | United Technologies Corp | 4.72% | Add +0.2% | 2,930,287 | $281.51M | No quote | No quote |
| 10 | PX | Praxair Inc | 4.46% | Add +1.3% | 2,595,887 | $265.82M | No quote | No quote |
| 11 | ORCL | Oracle Corporation | 4.31% | Add +0.2% | 7,044,605 | $257.34M | $36.53 | No quote |
| 12 | PG | Procter & Gamble Co. | 4.17% | Add +7.0% | 3,132,117 | $248.72M | $79.41 | No quote |
| 13 | OMC | Omnicom Group Inc | 4.00% | Add +0.3% | 3,155,537 | $238.75M | $75.66 | No quote |
| 14 | UNH | Unitedhealth Group Inc | 3.72% | Add +38.4% | 1,885,210 | $221.78M | $117.64 | No quote |
| 15 | CL | Colgate-Palmolive Co | 3.49% | Reduce -6.5% | 3,125,259 | $208.21M | $66.62 | No quote |
| 16 | NKE | Nike Inc cl B | 3.05% | Add +101.0% | 2,914,744 | $182.17M | $62.50 | No quote |
| 17 | WAT | Waters Corp | 2.96% | Add +0.2% | 1,312,555 | $176.64M | $134.58 | No quote |
| 18 | UPS | United Parcel Svc Cl B | 2.91% | Add +0.2% | 1,806,467 | $173.84M | $96.23 | No quote |
| 19 | APH | Amphenol Corp. | 2.80% | Add +0.4% | 3,193,879 | $166.82M | $52.23 | No quote |
| 20 | SYK | Stryker Corp | 2.60% | Add +1762.1% | 1,671,686 | $155.37M | $92.94 | No quote |
| 21 | CTSH | Cognizant Tech Solutions | 2.57% | Add +0.0% | 2,549,203 | $153M | $60.02 | No quote |
| 22 | MA | Mastercard Inc. | 2.53% | Add +24.9% | 1,549,070 | $150.82M | $97.36 | No quote |
| 23 | TROW | T Rowe Price Group Inc | 2.43% | Add +0.3% | 2,025,026 | $144.77M | $71.49 | No quote |
| 24 | EMR | Emerson Electric Co. | 2.32% | Add +0.1% | 2,897,244 | $138.58M | $47.83 | No quote |
| 25 | KO | Coca-Cola Company | 2.22% | Reduce -0.0% | 3,088,636 | $132.69M | $42.96 | No quote |
| 26 | EFX | Equifax Inc | 0.30% | Reduce -8.2% | 159,741 | $17.79M | $111.37 | No quote |
| 27 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -5.8% | 155,168 | $13.15M | $84.72 | No quote |
| 28 | ADBE | Adobe Systems Inc. | 0.12% | - | 79,305 | $7.45M | $93.94 | No quote |
| 29 | ABT | Abbott Laboratories | 0.11% | Reduce -1.0% | 145,247 | $6.52M | $44.91 | No quote |
| 30 | CLX | Clorox Company | 0.10% | Reduce -0.1% | 47,095 | $5.97M | $126.83 | No quote |
| 31 | BMY | Bristol Myers Squibb Co. | 0.04% | - | 33,000 | $2.27M | $68.79 | No quote |
| 32 | DD | DuPont de Nemours & Co. | 0.03% | Reduce -98.8% | 28,948 | $1.93M | $66.60 | No quote |
| 33 | ABBV | AbbVie Inc. | 0.03% | - | 31,470 | $1.86M | $59.23 | No quote |
| 34 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $1.66M | $57.90 | No quote |
| 35 | MDT | Medtronic PLC | 0.02% | Reduce -99.4% | 17,763 | $1.37M | $76.90 | No quote |
| 36 | VAR | Varian Medical Systems | 0.01% | Reduce -30.8% | 10,863 | $878K | No quote | No quote |
| 37 | PAYX | Paychex Inc. | 0.01% | - | 11,885 | $629K | $52.92 | No quote |
| 38 | AVP | Avon Products Inc. | 0.01% | Add +61.7% | 153,810 | $623K | No quote | No quote |
| 39 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $502K | $74.37 | No quote |
| 40 | NUS | Nu Skin Enterprises Inc. | 0.01% | New | 12,410 | $470K | No quote | No quote |
| 41 | COH | Coach Inc | 0.01% | Reduce -7.8% | 13,670 | $447K | No quote | No quote |
| 42 | CPB | Campbell Soup Company | 0.01% | Reduce -9.1% | 8,220 | $432K | $52.55 | No quote |
| 43 | CI | Cigna Corporation | 0.01% | Reduce -6.1% | 2,940 | $430K | $146.26 | No quote |
| 44 | EAT | Brinker International | 0.01% | Add +9.3% | 8,930 | $428K | No quote | No quote |
| 45 | HSY | Hershey Co. | 0.01% | New | 4,730 | $422K | $89.22 | No quote |
| 46 | NSR | Neustar Inc | 0.01% | Add +6.8% | 17,360 | $416K | No quote | No quote |
| 47 | HIBB | Hibbett Sports Inc. | 0.01% | Add +20.1% | 13,700 | $414K | No quote | No quote |
| 50 | GWW | W.W. Grainger Inc. | 0.01% | Add +2.5% | 2,040 | $413K | $202.45 | No quote |
| 49 | PM | Philip Morris Intl | 0.01% | Reduce -14.1% | 4,700 | $413K | $87.87 | No quote |
| 48 | ZD | J2 Global Inc | 0.01% | Reduce -21.2% | 5,020 | $413K | $82.27 | No quote |
| 51 | MHP | McGraw Hill Financial Inc. | 0.01% | Reduce -9.4% | 4,160 | $410K | No quote | No quote |
| 52 | MO | Altria Group Inc | 0.01% | New | 6,970 | $406K | $58.25 | No quote |
| 55 | TUP | Tupperware Brands | 0.01% | Reduce -15.9% | 7,280 | $405K | No quote | No quote |
| 54 | IBM | IBM Corp | 0.01% | Reduce -1.3% | 2,940 | $405K | $137.76 | No quote |
| 53 | GIS | General Mills Inc. | 0.01% | Reduce -9.6% | 7,030 | $405K | $57.61 | No quote |
| 56 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -0.6% | 6,590 | $404K | $61.30 | No quote |
| 57 | DECK | Deckers Outdoor Corp. | 0.01% | Add +42.6% | 8,540 | $403K | $47.19 | No quote |
| 58 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -12.7% | 14,750 | $401K | $27.19 | No quote |
| 59 | CCK | Crown Holdings Inc. | 0.01% | New | 7,880 | $400K | $50.76 | No quote |
| 60 | BAX | Baxter International | 0.01% | Reduce -9.8% | 10,460 | $399K | $38.15 | No quote |
| 61 | BKE | The Buckle Inc | 0.01% | Add +22.3% | 12,940 | $398K | $30.76 | No quote |
| 62 | TGT | Target Corp | 0.01% | Reduce -4.1% | 5,420 | $394K | $72.69 | No quote |
| 64 | TDC | Teradata Corp | 0.01% | Add +1.6% | 14,890 | $393K | $26.39 | No quote |
| 63 | PBI | Pitney Bowes Inc. | 0.01% | Reduce -14.3% | 19,030 | $393K | $20.65 | No quote |
| 67 | DLX | Deluxe Corporation | 0.01% | Reduce -3.8% | 7,190 | $392K | $54.52 | No quote |
| 66 | BA | Boeing Company | 0.01% | Reduce -6.5% | 2,710 | $392K | $144.65 | No quote |
| 65 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -11.0% | 12,880 | $392K | $30.43 | No quote |
| 68 | MCO | Moody's Corp. | 0.01% | New | 3,900 | $391K | $100.26 | No quote |
| 69 | STJ | Saint Jude Med Inc | 0.01% | Reduce -2.0% | 6,310 | $390K | No quote | No quote |
| 70 | PFE | Pfizer Inc. | 0.01% | Reduce -9.1% | 12,030 | $388K | $32.25 | No quote |
| 72 | VGR | Vector Group Ltd | 0.01% | Reduce -15.1% | 16,385 | $387K | No quote | No quote |
| 71 | CAT | Caterpillar Inc | 0.01% | Reduce -2.9% | 5,700 | $387K | $67.89 | No quote |
| 73 | GPC | Genuine Parts Company | 0.01% | Reduce -14.2% | 4,490 | $386K | $85.97 | No quote |
| 74 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -11.3% | 3,690 | $384K | No quote | No quote |
| 76 | VMW | VMware Inc Class A | 0.01% | New | 6,770 | $383K | No quote | No quote |
| 75 | EMN | Eastman Chemical Co. | 0.01% | Add +5.0% | 5,670 | $383K | $67.55 | No quote |
| 77 | WWW | Wolverine World Wide Inc | 0.01% | New | 22,840 | $382K | No quote | No quote |
| 80 | WDC | Western Digital Corp | 0.01% | New | 6,340 | $381K | $60.09 | No quote |
| 79 | TNH | Terra Nitrogen Co LP | 0.01% | Reduce -12.0% | 3,750 | $381K | No quote | No quote |
| 78 | GILD | Gilead Sciences Inc. | 0.01% | Reduce -9.4% | 3,770 | $381K | $101.06 | No quote |
| 82 | ITT | ITT Corporation | 0.01% | Reduce -17.0% | 10,460 | $380K | No quote | No quote |
| 81 | GD | General Dynamics Corp. | 0.01% | New | 2,770 | $380K | $137.18 | No quote |
| 83 | TXN | Texas Instruments Inc | 0.01% | Reduce -26.4% | 6,920 | $379K | $54.77 | No quote |
| 86 | LLTC | Linear Technology Corp | 0.01% | Reduce -19.9% | 8,910 | $378K | No quote | No quote |
| 85 | CR | Crane Company | 0.01% | Reduce -6.7% | 7,910 | $378K | $47.79 | No quote |
| 84 | SAM | Boston Beer | 0.01% | New | 1,870 | $378K | $202.14 | No quote |
| 87 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Reduce -3.9% | 2,970 | $377K | $126.94 | No quote |
| 88 | LSTR | Landstar System Inc. | 0.01% | Reduce -0.6% | 6,390 | $375K | $58.69 | No quote |
| 90 | WU | Western Union | 0.01% | Reduce -13.4% | 20,790 | $372K | $17.89 | No quote |
| 89 | MSM | MSC Industrial Direct Co. | 0.01% | Add +5.3% | 6,610 | $372K | $56.28 | No quote |
| 91 | PRAA | PRA Group Inc | 0.01% | New | 10,700 | $371K | No quote | No quote |
| 92 | JWN | Nordstrom Inc. | 0.01% | New | 7,270 | $362K | No quote | No quote |
| 95 | HRB | H&R Block Inc. | 0.01% | New | 10,850 | $361K | $33.27 | No quote |
| 94 | CMP | Compass Minerals Intl Inc | 0.01% | New | 4,790 | $361K | No quote | No quote |
| 93 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | Reduce -11.2% | 5,820 | $361K | $62.03 | No quote |
| 96 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +4.6% | 7,440 | $359K | No quote | No quote |
| 97 | PII | Polaris Industries Inc | 0.01% | New | 3,840 | $330K | $85.94 | No quote |
| 98 | WDR | Waddell & Reed Financial Inc | 0.01% | Reduce -4.0% | 11,020 | $316K | No quote | No quote |
| 100 | T | AT&T Corp | 0.01% | - | 9,000 | $310K | $34.44 | No quote |
| 99 | AAPL | Apple Inc. | 0.01% | Add +0.2% | 2,945 | $310K | $105.26 | No quote |
| 101 | UPL | Ultra Petroleum Corp | 0.00% | Add +24.9% | 79,430 | $199K | No quote | No quote |
| 118 | ZBH | Zimmer Biomet Holdings Inc | - | Sold | 0 | $0 | No quote | No quote |
| 117 | SYNT | Syntel | - | Sold | 0 | $0 | No quote | No quote |
| 116 | SCCO | Southern Copper Corp | - | Sold | 0 | $0 | No quote | No quote |
| 115 | SONC | Sonic Corp | - | Sold | 0 | $0 | No quote | No quote |
| 114 | SHW | Sherwin-Williams Co | - | Sold | 0 | $0 | No quote | No quote |
| 113 | RL | Polo Ralph Lauren Corp Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 112 | OI | Owens-Illinois Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 111 | NTAP | NetApp Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 110 | MRK | Merck & Co. Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 109 | MCD | McDonald's Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 108 | KMB | Kimberly-Clark Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 107 | MLKN | Herman Miller Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 106 | FCFS | First Cash Fncl Svcs Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | XOM | Exxon Mobil Corp | - | Sold | 0 | $0 | No quote | No quote |
| 104 | EPC | Edgewell Personal Care Company | - | Sold | 0 | $0 | No quote | No quote |
| 103 | CHH | Choice Hotels Intl | - | Sold | 0 | $0 | No quote | No quote |
| 102 | APOL | Apollo Education Group Inc. | - | Sold | 0 | $0 | No quote | No quote |