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 81 of 117 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 5.96% | Reduce -0.9% | 2,263,481 | $383.86M | $169.59 | No quote |
| 2 | PEP | PepsiCo Inc. | 5.77% | Reduce -1.1% | 3,510,016 | $371.85M | $105.94 | No quote |
| 3 | JNJ | Johnson & Johnson | 5.61% | Reduce -1.1% | 2,978,485 | $361.29M | $121.30 | No quote |
| 4 | MMM | 3M Company | 5.53% | Reduce -1.1% | 2,034,733 | $356.32M | $175.12 | No quote |
| 5 | MSFT | Microsoft Corp | 5.20% | Add +8.5% | 6,543,716 | $334.84M | $51.17 | No quote |
| 6 | ECL | Ecolab Inc | 4.83% | Reduce -0.7% | 2,627,176 | $311.58M | $118.60 | No quote |
| 7 | UTX | United Technologies Corp | 4.67% | Reduce -1.1% | 2,932,352 | $300.71M | No quote | No quote |
| 8 | TJX | TJX Companies Inc | 4.58% | Reduce -1.2% | 3,819,007 | $294.94M | $77.23 | No quote |
| 9 | PX | Praxair Inc | 4.51% | Reduce -0.7% | 2,586,437 | $290.69M | No quote | No quote |
| 10 | ORCL | Oracle Corporation | 4.42% | Reduce -1.7% | 6,957,964 | $284.79M | $40.93 | No quote |
| 11 | ACN | Accenture Plc | 4.39% | Reduce -11.1% | 2,497,001 | $282.89M | $113.29 | No quote |
| 12 | UNH | Unitedhealth Group Inc | 4.27% | Reduce -0.9% | 1,947,663 | $275.01M | $141.20 | No quote |
| 13 | PG | Procter & Gamble Co. | 4.12% | Reduce -1.1% | 3,134,777 | $265.42M | $84.67 | No quote |
| 14 | OMC | Omnicom Group Inc | 3.99% | Reduce -1.2% | 3,153,771 | $257M | $81.49 | No quote |
| 15 | SYK | Stryker Corp | 3.21% | Reduce -1.0% | 1,728,620 | $207.14M | $119.83 | No quote |
| 16 | APH | Amphenol Corp. | 2.81% | Reduce -1.6% | 3,156,407 | $180.96M | $57.33 | No quote |
| 17 | ADP | Automatic Data Processing Inc. | 2.81% | Add +1166.7% | 1,968,928 | $180.89M | $91.87 | No quote |
| 18 | UPS | United Parcel Svc Cl B | 2.80% | Reduce -1.3% | 1,677,198 | $180.67M | $107.72 | No quote |
| 19 | CTSH | Cognizant Tech Solutions | 2.67% | Reduce -1.9% | 3,008,364 | $172.2M | $57.24 | No quote |
| 20 | WAT | Waters Corp | 2.67% | Reduce -1.1% | 1,222,125 | $171.89M | $140.65 | No quote |
| 21 | AAPL | Apple Inc. | 2.55% | Reduce -1.4% | 1,719,160 | $164.35M | $95.60 | No quote |
| 22 | EMR | Emerson Electric Co. | 2.34% | Reduce -1.2% | 2,896,892 | $151.1M | $52.16 | No quote |
| 23 | NKE | Nike Inc cl B | 2.34% | Reduce -1.0% | 2,728,434 | $150.61M | $55.20 | No quote |
| 24 | TROW | T Rowe Price Group Inc | 2.30% | Reduce -1.0% | 2,027,636 | $147.96M | $72.97 | No quote |
| 25 | KO | Coca-Cola Company | 2.17% | Reduce -1.1% | 3,081,569 | $139.69M | $45.33 | No quote |
| 26 | MA | Mastercard Inc. | 2.16% | Reduce -1.6% | 1,582,970 | $139.4M | $88.06 | No quote |
| 27 | EFX | Equifax Inc | 0.31% | Reduce -2.1% | 153,288 | $19.68M | $128.40 | No quote |
| 28 | CL | Colgate-Palmolive Co | 0.16% | Reduce -1.4% | 139,767 | $10.23M | $73.20 | No quote |
| 29 | ADBE | Adobe Systems Inc. | 0.11% | Reduce -8.0% | 71,125 | $6.81M | $95.79 | No quote |
| 30 | CLX | Clorox Company | 0.10% | - | 45,020 | $6.23M | $138.38 | No quote |
| 31 | ABT | Abbott Laboratories | 0.09% | Reduce -0.6% | 144,337 | $5.67M | $39.31 | No quote |
| 32 | BMY | Bristol Myers Squibb Co. | 0.04% | - | 33,000 | $2.43M | $73.55 | No quote |
| 33 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.2M | $76.89 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | - | 31,420 | $1.95M | $61.90 | No quote |
| 35 | DD | DuPont de Nemours & Co. | 0.02% | - | 19,408 | $1.26M | $64.82 | No quote |
| 36 | MDT | Medtronic PLC | 0.02% | Reduce -3.6% | 13,383 | $1.16M | $86.75 | No quote |
| 37 | PAYX | Paychex Inc. | 0.01% | - | 11,885 | $707K | $59.49 | No quote |
| 38 | VAR | Varian Medical Systems | 0.01% | Reduce -2.2% | 8,403 | $691K | No quote | No quote |
| 39 | WDC | Western Digital Corp | 0.01% | Add +23.7% | 11,160 | $527K | $47.22 | No quote |
| 40 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $521K | $77.19 | No quote |
| 41 | HSY | Hershey Co. | 0.01% | Add +3.2% | 4,490 | $510K | $113.59 | No quote |
| 42 | NUS | Nu Skin Enterprises Inc. | 0.01% | Reduce -16.6% | 10,530 | $486K | No quote | No quote |
| 43 | WWW | Wolverine World Wide Inc | 0.01% | Add +15.6% | 23,760 | $483K | No quote | No quote |
| 44 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +1.9% | 2,760 | $473K | $171.38 | No quote |
| 45 | SAM | Boston Beer | 0.01% | Add +29.9% | 2,740 | $469K | $171.17 | No quote |
| 46 | DECK | Deckers Outdoor Corp. | 0.01% | Add +15.1% | 8,140 | $468K | $57.49 | No quote |
| 47 | HRB | H&R Block Inc. | 0.01% | New | 20,230 | $465K | $22.99 | No quote |
| 48 | GIS | General Mills Inc. | 0.01% | Reduce -3.7% | 6,460 | $461K | $71.36 | No quote |
| 49 | WMT | Wal Mart Stores Inc | 0.01% | Add +5.5% | 6,280 | $459K | $73.09 | No quote |
| 50 | BKE | The Buckle Inc | 0.01% | Add +37.2% | 17,230 | $448K | $26.00 | No quote |
| 51 | TXN | Texas Instruments Inc | 0.01% | Reduce -5.0% | 7,110 | $445K | $62.59 | No quote |
| 53 | KMB | Kimberly-Clark Corp. | 0.01% | New | 3,220 | $443K | $137.58 | No quote |
| 52 | MO | Altria Group Inc | 0.01% | New | 6,430 | $443K | $68.90 | No quote |
| 55 | HPQ | Hewlett-Packard Co | 0.01% | Reduce -3.9% | 35,090 | $440K | $12.54 | No quote |
| 54 | CSCO | Cisco Systems Inc. | 0.01% | Add +2.1% | 15,350 | $440K | $28.66 | No quote |
| 57 | SYNT | Syntel | 0.01% | Add +9.7% | 9,660 | $437K | No quote | No quote |
| 56 | PFE | Pfizer Inc. | 0.01% | Reduce -5.6% | 12,400 | $437K | $35.24 | No quote |
| 58 | MRK | Merck & Co. Inc. | 0.01% | Reduce -3.8% | 7,560 | $436K | $57.67 | No quote |
| 60 | VGR | Vector Group Ltd | 0.01% | Add +12.3% | 19,345 | $434K | No quote | No quote |
| 59 | ENDPQ | Endo International plc | 0.01% | New | 27,840 | $434K | No quote | No quote |
| 62 | GPC | Genuine Parts Company | 0.01% | Reduce -2.5% | 4,280 | $433K | $101.17 | No quote |
| 61 | DLX | Deluxe Corporation | 0.01% | Reduce -6.5% | 6,520 | $433K | $66.41 | No quote |
| 63 | CAT | Caterpillar Inc | 0.01% | Reduce -3.5% | 5,700 | $432K | $75.79 | No quote |
| 64 | LLTC | Linear Technology Corp | 0.01% | Add +1.3% | 9,220 | $429K | No quote | No quote |
| 65 | NSR | Neustar Inc | 0.01% | Add +12.8% | 18,100 | $426K | No quote | No quote |
| 67 | NTAP | NetApp Inc. | 0.01% | New | 17,290 | $425K | $24.58 | No quote |
| 66 | LSTR | Landstar System Inc. | 0.01% | Reduce -6.2% | 6,190 | $425K | $68.66 | No quote |
| 68 | TUP | Tupperware Brands | 0.01% | Reduce -5.7% | 7,500 | $422K | No quote | No quote |
| 69 | CHH | Choice Hotels Intl | 0.01% | New | 8,830 | $420K | $47.57 | No quote |
| 71 | EXPD | Expeditors International of WA | 0.01% | Reduce -0.7% | 8,540 | $419K | $49.06 | No quote |
| 70 | CR | Crane Company | 0.01% | Reduce -8.3% | 7,390 | $419K | $56.70 | No quote |
| 72 | IBM | IBM Corp | 0.01% | Reduce -8.0% | 2,750 | $417K | $151.64 | No quote |
| 74 | SPGI | S&P Global Inc | 0.01% | New | 3,870 | $415K | $107.24 | No quote |
| 73 | EAT | Brinker International | 0.01% | Add +15.6% | 9,110 | $415K | No quote | No quote |
| 76 | RL | Polo Ralph Lauren Corp Cl A | 0.01% | Add +4.5% | 4,600 | $412K | No quote | No quote |
| 75 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -18.0% | 3,380 | $412K | No quote | No quote |
| 77 | ZD | J2 Global Inc | 0.01% | Add +18.6% | 6,510 | $411K | $63.13 | No quote |
| 79 | WU | Western Union | 0.01% | Reduce -0.7% | 21,400 | $410K | $19.16 | No quote |
| 78 | GILD | Gilead Sciences Inc. | 0.01% | Add +11.1% | 4,920 | $410K | $83.33 | No quote |
| 83 | GWW | W.W. Grainger Inc. | 0.01% | New | 1,800 | $409K | $227.22 | No quote |
| 82 | JWN | Nordstrom Inc. | 0.01% | Add +40.2% | 10,740 | $409K | No quote | No quote |
| 81 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +16.1% | 9,460 | $409K | No quote | No quote |
| 80 | BAX | Baxter International | 0.01% | New | 9,040 | $409K | $45.24 | No quote |
| 84 | MCO | Moody's Corp. | 0.01% | Reduce -3.5% | 4,350 | $408K | $93.79 | No quote |
| 85 | CI | Cigna Corporation | 0.01% | Add +12.8% | 3,170 | $406K | $128.08 | No quote |
| 86 | HI | Hillenbrand Inc. | 0.01% | Reduce -6.3% | 13,380 | $402K | No quote | No quote |
| 88 | MAR | Marriott International Inc | 0.01% | New | 6,030 | $401K | $66.50 | No quote |
| 87 | MLKN | Herman Miller Inc. | 0.01% | Reduce -11.5% | 13,410 | $401K | $29.90 | No quote |
| 89 | PBI | Pitney Bowes Inc. | 0.01% | Add +2.4% | 22,480 | $400K | $17.79 | No quote |
| 90 | BA | Boeing Company | 0.01% | Reduce -8.4% | 3,070 | $399K | $129.97 | No quote |
| 91 | CSGS | CSG Systems Intl Inc | 0.01% | New | 9,790 | $395K | No quote | No quote |
| 93 | TNH | Terra Nitrogen Co LP | 0.01% | Reduce -7.6% | 3,770 | $394K | No quote | No quote |
| 92 | GD | General Dynamics Corp. | 0.01% | Reduce -1.7% | 2,830 | $394K | $139.22 | No quote |
| 94 | VMW | VMware Inc Class A | 0.01% | Reduce -13.2% | 6,840 | $391K | No quote | No quote |
| 97 | CCK | Crown Holdings Inc. | 0.01% | Reduce -10.7% | 7,680 | $389K | $50.65 | No quote |
| 96 | BBY | Best Buy Co. Inc. | 0.01% | Add +3.6% | 12,720 | $389K | $30.58 | No quote |
| 95 | T | AT&T Corp | 0.01% | - | 9,000 | $389K | $43.22 | No quote |
| 98 | OI | Owens-Illinois Inc. | 0.01% | New | 21,540 | $388K | No quote | No quote |
| 100 | TDC | Teradata Corp | 0.01% | Reduce -2.8% | 15,400 | $386K | $25.06 | No quote |
| 99 | HLF | Herbalife Ltd. | 0.01% | Reduce -6.4% | 6,590 | $386K | $58.57 | No quote |
| 101 | ITT | ITT Inc | 0.01% | New | 11,750 | $376K | No quote | No quote |
| 102 | EMN | Eastman Chemical Co. | 0.01% | Reduce -10.5% | 5,430 | $369K | $67.96 | No quote |
| 103 | PRAA | PRA Group Inc | 0.01% | Reduce -17.3% | 15,240 | $368K | No quote | No quote |
| 104 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +26.0% | 21,160 | $364K | No quote | No quote |
| 105 | SYNA | Synaptics Inc | 0.01% | New | 6,360 | $342K | $53.77 | No quote |
| 117 | WEX | Wex Inc | - | Sold | 0 | $0 | No quote | No quote |
| 116 | STJ | Saint Jude Med Inc | - | Sold | 0 | $0 | No quote | No quote |
| 115 | PII | Polaris Industries Inc | - | Sold | 0 | $0 | No quote | No quote |
| 114 | PM | Philip Morris Intl | - | Sold | 0 | $0 | No quote | No quote |
| 113 | MSM | MSC Industrial Direct Co. | - | Sold | 0 | $0 | No quote | No quote |
| 112 | MASI | Masimo Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 111 | WLY | John Wiley & Sons | - | Sold | 0 | $0 | No quote | No quote |
| 110 | ITT | ITT Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 109 | DISH | DISH Network Corp cl A | - | Sold | 0 | $0 | No quote | No quote |
| 108 | CMP | Compass Minerals Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 107 | AVP | Avon Products Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 106 | AXP | American Express Co. | - | Sold | 0 | $0 | No quote | No quote |