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 78 of 120 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 6.21% | Add +8.8% | 3,818,153 | $415.3M | $108.77 | No quote |
| 2 | BDX | Becton Dickinson & Co. | 6.06% | Reduce -0.3% | 2,255,950 | $405.46M | $179.73 | No quote |
| 3 | MMM | 3M Company | 5.36% | Reduce -0.1% | 2,032,197 | $358.13M | $176.23 | No quote |
| 4 | MSFT | Microsoft Corp | 5.10% | Reduce -9.5% | 5,921,523 | $341.08M | $57.60 | No quote |
| 5 | UTX | United Technologies Corp | 4.92% | Add +10.5% | 3,241,441 | $329.33M | No quote | No quote |
| 6 | ECL | Ecolab Inc | 4.77% | Reduce -0.3% | 2,619,650 | $318.86M | $121.72 | No quote |
| 7 | JNJ | Johnson & Johnson | 4.76% | Reduce -9.5% | 2,696,168 | $318.5M | $118.13 | No quote |
| 8 | PX | Praxair Inc | 4.66% | Reduce -0.3% | 2,579,935 | $311.73M | No quote | No quote |
| 9 | ACN | Accenture Plc | 4.52% | Reduce -0.8% | 2,476,635 | $302.57M | $122.17 | No quote |
| 10 | PG | Procter & Gamble Co. | 4.19% | Reduce -0.3% | 3,125,447 | $280.51M | $89.75 | No quote |
| 11 | UNH | Unitedhealth Group Inc | 4.06% | Reduce -0.4% | 1,940,293 | $271.64M | $140.00 | No quote |
| 12 | ORCL | Oracle Corporation | 4.06% | Reduce -0.7% | 6,908,259 | $271.36M | $39.28 | No quote |
| 13 | OMC | Omnicom Group Inc | 4.00% | Reduce -0.3% | 3,145,920 | $267.4M | $85.00 | No quote |
| 14 | TJX | TJX Companies Inc | 3.77% | Reduce -11.6% | 3,374,562 | $252.35M | $74.78 | No quote |
| 15 | ADP | Automatic Data Processing Inc. | 3.07% | Add +18.1% | 2,324,540 | $205.02M | $88.20 | No quote |
| 16 | APH | Amphenol Corp. | 3.04% | Reduce -0.8% | 3,130,534 | $203.23M | $64.92 | No quote |
| 17 | SYK | Stryker Corp | 3.00% | Reduce -0.3% | 1,723,873 | $200.68M | $116.41 | No quote |
| 18 | AAPL | Apple Inc. | 2.90% | Reduce -0.3% | 1,714,211 | $193.79M | $113.05 | No quote |
| 19 | UPS | United Parcel Svc Cl B | 2.74% | Reduce -0.1% | 1,675,170 | $183.2M | $109.36 | No quote |
| 20 | NKE | Nike Inc cl B | 2.60% | Add +21.1% | 3,305,510 | $174.04M | $52.65 | No quote |
| 21 | MA | Mastercard Inc. | 2.39% | Reduce -0.7% | 1,571,238 | $159.91M | $101.77 | No quote |
| 22 | WAT | Waters Corp | 2.37% | Reduce -18.2% | 999,822 | $158.46M | $158.49 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.36% | Reduce -0.1% | 2,892,685 | $157.68M | $54.51 | No quote |
| 24 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.02% | New | 167,825 | $134.94M | $804.06 | No quote |
| 25 | TROW | T Rowe Price Group Inc | 2.01% | Reduce -0.5% | 2,018,262 | $134.21M | $66.50 | No quote |
| 26 | KO | Coca-Cola Company | 1.95% | Add +0.0% | 3,082,931 | $130.47M | $42.32 | No quote |
| 27 | CTSH | Cognizant Tech Solutions | 1.78% | Reduce -17.1% | 2,494,126 | $119M | $47.71 | No quote |
| 28 | EFX | Equifax Inc | 0.30% | Reduce -2.3% | 149,697 | $20.15M | $134.58 | No quote |
| 29 | CL | Colgate-Palmolive Co | 0.15% | Reduce -4.2% | 133,917 | $9.93M | $74.14 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.11% | Reduce -2.3% | 69,475 | $7.54M | $108.54 | No quote |
| 31 | ABT | Abbott Laboratories | 0.09% | Reduce -1.5% | 142,177 | $6.01M | $42.29 | No quote |
| 32 | CLX | Clorox Company | 0.08% | Reduce -1.0% | 44,555 | $5.58M | $125.17 | No quote |
| 33 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.06M | $72.03 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | - | 31,420 | $1.98M | $63.08 | No quote |
| 35 | BMY | Bristol Myers Squibb Co. | 0.03% | Add +0.9% | 33,300 | $1.8M | $53.93 | No quote |
| 36 | DD | DuPont de Nemours & Co. | 0.02% | Reduce -15.9% | 16,318 | $1.09M | $66.98 | No quote |
| 37 | MDT | Medtronic PLC | 0.02% | Reduce -9.9% | 12,058 | $1.04M | $86.42 | No quote |
| 38 | PAYX | Paychex Inc. | 0.01% | Reduce -8.4% | 10,885 | $630K | $57.88 | No quote |
| 39 | VAR | Varian Medical Systems | 0.01% | Reduce -27.8% | 6,068 | $604K | No quote | No quote |
| 40 | NTAP | NetApp Inc. | 0.01% | Reduce -6.3% | 16,200 | $580K | $35.80 | No quote |
| 41 | PRAA | PRA Group Inc | 0.01% | Add +7.1% | 16,320 | $564K | No quote | No quote |
| 42 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $533K | $78.96 | No quote |
| 43 | BBY | Best Buy Co. Inc. | 0.01% | Add +6.1% | 13,500 | $515K | $38.15 | No quote |
| 44 | HPQ | Hewlett-Packard Co | 0.01% | Reduce -8.5% | 32,100 | $499K | $15.55 | No quote |
| 46 | NSR | Neustar Inc | 0.01% | Add +2.0% | 18,470 | $491K | No quote | No quote |
| 45 | CCK | Crown Holdings Inc. | 0.01% | Add +12.0% | 8,600 | $491K | $57.09 | No quote |
| 47 | USNA | USANA Health Sciences | 0.01% | New | 3,540 | $490K | $138.42 | No quote |
| 48 | SPGI | S&P Global Inc | 0.01% | Reduce -0.3% | 3,860 | $489K | $126.68 | No quote |
| 49 | SYNA | Synaptics Inc | 0.01% | Add +31.0% | 8,330 | $488K | $58.58 | No quote |
| 50 | VGR | Vector Group Ltd | 0.01% | Add +16.7% | 22,569 | $486K | No quote | No quote |
| 51 | XLNX | Xilinx Inc | 0.01% | New | 8,910 | $484K | No quote | No quote |
| 52 | OA | Orbital ATK Inc Com | 0.01% | New | 6,320 | $482K | No quote | No quote |
| 54 | VMW | VMware Inc Class A | 0.01% | Reduce -4.1% | 6,560 | $481K | No quote | No quote |
| 53 | MCO | Moody's Corp. | 0.01% | Add +2.1% | 4,440 | $481K | $108.33 | No quote |
| 55 | EMN | Eastman Chemical Co. | 0.01% | Add +30.6% | 7,090 | $480K | $67.70 | No quote |
| 56 | PFE | Pfizer Inc. | 0.01% | Add +13.6% | 14,084 | $477K | $33.87 | No quote |
| 57 | ITT | ITT Inc | 0.01% | Add +13.0% | 13,280 | $476K | No quote | No quote |
| 58 | CSGS | CSG Systems Intl Inc | 0.01% | Add +17.5% | 11,500 | $475K | No quote | No quote |
| 60 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -2.6% | 14,950 | $474K | $31.71 | No quote |
| 59 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | New | 6,730 | $474K | $70.43 | No quote |
| 61 | TUP | Tupperware Brands | 0.01% | Reduce -4.5% | 7,160 | $468K | No quote | No quote |
| 62 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | New | 3,590 | $467K | $130.08 | No quote |
| 63 | MSM | MSC Industrial Direct Co. | 0.01% | New | 6,340 | $465K | $73.34 | No quote |
| 65 | HI | Hillenbrand Inc. | 0.01% | Add +9.6% | 14,670 | $464K | No quote | No quote |
| 64 | GILD | Gilead Sciences Inc. | 0.01% | Add +19.1% | 5,860 | $464K | $79.18 | No quote |
| 67 | WU | Western Union | 0.01% | Add +3.5% | 22,150 | $461K | $20.81 | No quote |
| 66 | LSTR | Landstar System Inc. | 0.01% | Add +9.4% | 6,770 | $461K | $68.09 | No quote |
| 68 | DLX | Deluxe Corporation | 0.01% | Add +5.7% | 6,890 | $460K | $66.76 | No quote |
| 69 | WMT | Wal Mart Stores Inc | 0.01% | Add +1.4% | 6,370 | $459K | $72.06 | No quote |
| 73 | TNH | Terra Nitrogen Co LP | 0.01% | Add +8.2% | 4,080 | $458K | No quote | No quote |
| 72 | JWN | Nordstrom Inc. | 0.01% | Reduce -17.8% | 8,830 | $458K | No quote | No quote |
| 71 | GPC | Genuine Parts Company | 0.01% | Add +6.5% | 4,560 | $458K | $100.44 | No quote |
| 70 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -0.9% | 3,350 | $458K | No quote | No quote |
| 74 | CI | Cigna Corporation | 0.01% | Add +10.7% | 3,510 | $457K | $130.20 | No quote |
| 75 | GRA | W.R. Grace & Co. | 0.01% | New | 6,180 | $456K | No quote | No quote |
| 76 | AXP | American Express Co. | 0.01% | New | 7,100 | $455K | $64.08 | No quote |
| 80 | TDC | Teradata Corp | 0.01% | Reduce -4.8% | 14,660 | $454K | $30.97 | No quote |
| 79 | PBI | Pitney Bowes Inc. | 0.01% | Add +11.3% | 25,020 | $454K | $18.15 | No quote |
| 78 | KMB | Kimberly-Clark Corp. | 0.01% | Add +11.8% | 3,600 | $454K | $126.11 | No quote |
| 77 | ZD | J2 Global Inc | 0.01% | Add +4.6% | 6,810 | $454K | $66.67 | No quote |
| 82 | CR | Crane Company | 0.01% | Reduce -2.7% | 7,190 | $453K | $63.00 | No quote |
| 81 | CTXS | Citrix Systems Inc. | 0.01% | New | 5,310 | $453K | No quote | No quote |
| 83 | OI | Owens-Illinois Inc. | 0.01% | Add +14.2% | 24,590 | $452K | No quote | No quote |
| 84 | HRB | H&R Block Inc. | 0.01% | Reduce -3.6% | 19,500 | $451K | $23.13 | No quote |
| 85 | KR | Kroger Company | 0.01% | New | 15,050 | $447K | $29.70 | No quote |
| 87 | WWW | Wolverine World Wide Inc | 0.01% | Reduce -18.8% | 19,300 | $444K | No quote | No quote |
| 86 | HLF | Herbalife Ltd. | 0.01% | Add +8.7% | 7,160 | $444K | $62.01 | No quote |
| 88 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +15.4% | 24,420 | $443K | No quote | No quote |
| 89 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +6.0% | 10,030 | $432K | No quote | No quote |
| 90 | MAR | Marriott International Inc | 0.01% | Add +6.0% | 6,390 | $430K | $67.29 | No quote |
| 92 | CHH | Choice Hotels Intl | 0.01% | Add +7.8% | 9,520 | $429K | $45.06 | No quote |
| 91 | EAT | Brinker International | 0.01% | Reduce -6.6% | 8,510 | $429K | No quote | No quote |
| 93 | SYNT | Syntel | 0.01% | Add +4.8% | 10,120 | $424K | No quote | No quote |
| 94 | TGT | Target Corp | 0.01% | New | 6,160 | $423K | $68.67 | No quote |
| 95 | CPB | Campbell Soup Company | 0.01% | New | 7,710 | $422K | $54.73 | No quote |
| 96 | GIS | General Mills Inc. | 0.01% | Add +1.9% | 6,580 | $420K | $63.83 | No quote |
| 97 | BKE | The Buckle Inc | 0.01% | Add +1.3% | 17,450 | $419K | $24.01 | No quote |
| 98 | SONC | Sonic Corp | 0.01% | New | 15,790 | $413K | No quote | No quote |
| 99 | DECK | Deckers Outdoor Corp. | 0.01% | Reduce -16.0% | 6,840 | $407K | $59.50 | No quote |
| 100 | ENDPQ | Endo International plc | 0.01% | Reduce -28.4% | 19,920 | $401K | No quote | No quote |
| 101 | MLKN | Herman Miller Inc. | 0.01% | Add +3.1% | 13,830 | $396K | $28.63 | No quote |
| 102 | SAM | Boston Beer | 0.01% | Reduce -8.8% | 2,500 | $388K | $155.20 | No quote |
| 103 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +6.2% | 2,930 | $387K | $132.08 | No quote |
| 104 | PII | Polaris Industries Inc | 0.01% | New | 4,750 | $368K | $77.47 | No quote |
| 120 | WDC | Western Digital Corp | - | Sold | 0 | $0 | No quote | No quote |
| 119 | GWW | W.W. Grainger Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 118 | TXN | Texas Instruments Inc | - | Sold | 0 | $0 | No quote | No quote |
| 117 | RL | Polo Ralph Lauren Corp Cl A | - | Sold | 0 | $0 | No quote | No quote |
| 116 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 115 | MRK | Merck & Co. Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 114 | LLTC | Linear Technology Corp | - | Sold | 0 | $0 | No quote | No quote |
| 113 | IBM | IBM Corp | - | Sold | 0 | $0 | No quote | No quote |
| 112 | HSY | Hershey Co. | - | Sold | 0 | $0 | No quote | No quote |
| 111 | GD | General Dynamics Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 110 | EXPD | Expeditors International of WA | - | Sold | 0 | $0 | No quote | No quote |
| 109 | CAT | Caterpillar Inc | - | Sold | 0 | $0 | No quote | No quote |
| 108 | BA | Boeing Company | - | Sold | 0 | $0 | No quote | No quote |
| 107 | BAX | Baxter International | - | Sold | 0 | $0 | No quote | No quote |
| 106 | T | AT&T Corp | - | Sold | 0 | $0 | No quote | No quote |
| 105 | MO | Altria Group Inc | - | Sold | 0 | $0 | No quote | No quote |