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 75 of 105 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.31% | Reduce -0.1% | 2,454,571 | $450.27M | $183.44 | No quote |
| 2 | PEP | PepsiCo Inc. | 5.97% | Reduce -0.2% | 3,810,409 | $426.23M | $111.86 | No quote |
| 3 | MSFT | Microsoft Corp | 5.44% | Reduce -0.1% | 5,899,715 | $388.56M | $65.86 | No quote |
| 4 | MMM | 3M Company | 5.43% | Reduce -0.2% | 2,026,749 | $387.78M | $191.33 | No quote |
| 5 | UTX | United Technologies Corp | 5.09% | Reduce -0.1% | 3,239,473 | $363.5M | No quote | No quote |
| 6 | JNJ | Johnson & Johnson | 4.68% | Reduce -0.3% | 2,682,258 | $334.08M | $124.55 | No quote |
| 7 | ECL | Ecolab Inc | 4.58% | Reduce -0.2% | 2,609,395 | $327.06M | $125.34 | No quote |
| 8 | UNH | Unitedhealth Group Inc | 4.44% | Reduce -0.1% | 1,934,788 | $317.33M | $164.01 | No quote |
| 9 | ORCL | Oracle Corporation | 4.30% | Reduce -0.2% | 6,888,637 | $307.3M | $44.61 | No quote |
| 10 | PX | Praxair Inc | 4.28% | Reduce -0.2% | 2,575,872 | $305.5M | No quote | No quote |
| 11 | ACN | Accenture Plc | 4.15% | Reduce -0.2% | 2,471,900 | $296.33M | $119.88 | No quote |
| 12 | PG | Procter & Gamble Co. | 3.88% | Reduce -0.3% | 3,079,731 | $276.71M | $89.85 | No quote |
| 13 | OMC | Omnicom Group Inc | 3.80% | Reduce -0.1% | 3,144,470 | $271.09M | $86.21 | No quote |
| 14 | TJX | TJX Companies Inc | 3.73% | Reduce -0.2% | 3,365,052 | $266.11M | $79.08 | No quote |
| 15 | SYK | Stryker Corp | 3.73% | Reduce -0.2% | 2,020,599 | $266.01M | $131.65 | No quote |
| 16 | AAPL | Apple Inc. | 3.44% | Reduce -0.1% | 1,710,721 | $245.76M | $143.66 | No quote |
| 17 | ADP | Automatic Data Processing Inc. | 3.33% | Reduce -0.1% | 2,324,916 | $238.05M | $102.39 | No quote |
| 18 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.75% | Reduce -0.1% | 231,685 | $196.42M | $847.80 | No quote |
| 19 | WAT | Waters Corp | 2.72% | Reduce -0.0% | 1,243,342 | $194.35M | $156.31 | No quote |
| 20 | NKE | Nike Inc Cl B | 2.58% | Reduce -0.1% | 3,298,915 | $183.85M | $55.73 | No quote |
| 21 | UPS | United Parcel Svc Cl B | 2.51% | Reduce -0.3% | 1,666,950 | $178.86M | $107.30 | No quote |
| 22 | MA | Mastercard Inc. | 2.47% | Reduce -0.1% | 1,568,298 | $176.39M | $112.47 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.42% | Reduce -0.4% | 2,881,607 | $172.49M | $59.86 | No quote |
| 24 | APH | Amphenol Corp. | 2.38% | Reduce -0.3% | 2,389,494 | $170.06M | $71.17 | No quote |
| 25 | CTSH | Cognizant Tech Solutions | 2.07% | Reduce -0.2% | 2,486,891 | $148.02M | $59.52 | No quote |
| 26 | KO | Coca-Cola Company | 1.83% | Reduce -0.2% | 3,071,888 | $130.37M | $42.44 | No quote |
| 27 | TROW | T Rowe Price Group Inc | 0.47% | Reduce -75.8% | 488,591 | $33.3M | $68.15 | No quote |
| 28 | EFX | Equifax Inc | 0.27% | Reduce -1.1% | 143,191 | $19.58M | $136.74 | No quote |
| 29 | CL | Colgate-Palmolive Co | 0.13% | Reduce -1.3% | 129,294 | $9.46M | $73.19 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.12% | Reduce -2.6% | 66,825 | $8.7M | $130.13 | No quote |
| 31 | CLX | Clorox Company | 0.08% | Reduce -0.3% | 44,425 | $5.99M | $134.83 | No quote |
| 32 | ABT | Abbott Laboratories | 0.08% | Reduce -2.9% | 132,787 | $5.9M | $44.41 | No quote |
| 33 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.29M | $80.03 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | Reduce -1.6% | 30,520 | $1.99M | $65.17 | No quote |
| 35 | BMY | Bristol Myers Squibb Co. | 0.03% | - | 33,000 | $1.8M | $54.39 | No quote |
| 36 | DD | DuPont de Nemours & Co. | 0.01% | Reduce -21.7% | 11,758 | $945K | $80.37 | No quote |
| 37 | MDT | Medtronic PLC | 0.01% | Reduce -21.8% | 8,958 | $722K | $80.60 | No quote |
| 38 | COL | Rockwell Collins Inc | 0.01% | Add +51.2% | 7,090 | $689K | No quote | No quote |
| 39 | VFC | VF Corp | 0.01% | New | 12,320 | $677K | $54.95 | No quote |
| 40 | HSY | Hershey Co. | 0.01% | Add +45.1% | 6,020 | $658K | $109.30 | No quote |
| 41 | PAYX | Paychex Inc. | 0.01% | - | 10,885 | $641K | $58.89 | No quote |
| 42 | CCK | Crown Holdings Inc. | 0.01% | Add +54.8% | 11,860 | $628K | $52.95 | No quote |
| 43 | CHH | Choice Hotels Intl | 0.01% | Add +14.8% | 9,520 | $596K | $62.60 | No quote |
| 44 | BBY | Best Buy Co. Inc. | 0.01% | Add +14.9% | 12,060 | $593K | $49.17 | No quote |
| 45 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +14.9% | 4,710 | $575K | $122.08 | No quote |
| 46 | VIAB | Viacom Inc Class B New | 0.01% | Add +14.8% | 12,300 | $573K | No quote | No quote |
| 47 | ZD | J2 Global Inc | 0.01% | Add +14.9% | 6,490 | $545K | $83.98 | No quote |
| 48 | DVA | DaVita HealthCare Partners Inc | 0.01% | Add +14.8% | 7,840 | $533K | $67.98 | No quote |
| 49 | HLF | Herbalife Ltd. | 0.01% | Add +14.8% | 9,050 | $526K | $58.12 | No quote |
| 51 | EXPD | Expeditors International of WA | 0.01% | Add +14.9% | 9,260 | $523K | $56.48 | No quote |
| 50 | COH | Coach Inc | 0.01% | Add +14.9% | 12,660 | $523K | No quote | No quote |
| 53 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $519K | $76.89 | No quote |
| 52 | HI | Hillenbrand Inc. | 0.01% | Add +14.9% | 14,470 | $519K | No quote | No quote |
| 54 | DLX | Deluxe Corporation | 0.01% | Add +14.8% | 7,130 | $515K | $72.23 | No quote |
| 55 | EMN | Eastman Chemical Co. | 0.01% | Add +14.8% | 6,350 | $513K | $80.79 | No quote |
| 58 | XLNX | Xilinx Inc | 0.01% | Add +14.9% | 8,840 | $512K | No quote | No quote |
| 57 | TDC | Teradata Corp | 0.01% | Add +14.8% | 16,440 | $512K | $31.14 | No quote |
| 56 | OI | Owens-Illinois Inc. | 0.01% | Add +14.9% | 25,100 | $512K | No quote | No quote |
| 59 | WWW | Wolverine World Wide Inc | 0.01% | Add +14.9% | 20,300 | $507K | No quote | No quote |
| 60 | ITT | ITT Inc | 0.01% | Add +14.9% | 12,340 | $506K | No quote | No quote |
| 61 | MAR | Marriott International Inc | 0.01% | - | 5,350 | $504K | $94.21 | No quote |
| 62 | LSTR | Landstar System Inc. | 0.01% | Add +14.9% | 5,870 | $503K | $85.69 | No quote |
| 63 | YUM | Yum Brands Inc | 0.01% | Add +14.8% | 7,820 | $500K | $63.94 | No quote |
| 64 | GWW | W.W. Grainger Inc. | 0.01% | Add +15.1% | 2,140 | $498K | $232.71 | No quote |
| 65 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +14.7% | 3,120 | $497K | $159.29 | No quote |
| 66 | VAR | Varian Medical Systems | 0.01% | Reduce -6.2% | 5,438 | $496K | No quote | No quote |
| 67 | CPB | Campbell Soup Company | 0.01% | Add +14.9% | 8,650 | $495K | $57.23 | No quote |
| 68 | NUS | Nu Skin Enterprises Inc. | 0.01% | Add +14.9% | 8,860 | $492K | No quote | No quote |
| 69 | PRAA | PRA Group Inc | 0.01% | Add +14.8% | 14,810 | $491K | No quote | No quote |
| 70 | CACC | Credit Acceptance Corp | 0.01% | Add +14.6% | 2,440 | $487K | $199.59 | No quote |
| 71 | CR | Crane Company | 0.01% | Add +14.8% | 6,420 | $480K | $74.77 | No quote |
| 73 | KMB | Kimberly-Clark Corp. | 0.01% | - | 3,630 | $478K | $131.68 | No quote |
| 72 | MLKN | Herman Miller Inc. | 0.01% | Add +14.9% | 15,150 | $478K | $31.55 | No quote |
| 74 | VGR | Vector Group Ltd | 0.01% | Add +14.8% | 22,812 | $474K | No quote | No quote |
| 75 | DECK | Deckers Outdoor Corp. | 0.01% | Add +14.9% | 7,880 | $471K | $59.77 | No quote |
| 76 | WU | Western Union | 0.01% | Add +14.9% | 23,080 | $470K | $20.36 | No quote |
| 78 | PFE | Pfizer Inc. | 0.01% | - | 13,634 | $466K | $34.18 | No quote |
| 77 | HRB | H&R Block Inc. | 0.01% | Add +14.8% | 20,030 | $466K | $23.27 | No quote |
| 79 | CTXS | Citrix Systems Inc. | 0.01% | Add +14.9% | 5,560 | $464K | No quote | No quote |
| 81 | PII | Polaris Industries Inc | 0.01% | Add +14.9% | 5,470 | $458K | $83.73 | No quote |
| 80 | GPC | Genuine Parts Company | 0.01% | Add +14.8% | 4,960 | $458K | $92.34 | No quote |
| 82 | SONC | Sonic Corp | 0.01% | Add +14.9% | 17,980 | $456K | No quote | No quote |
| 83 | CI | Cigna Corporation | 0.01% | - | 3,030 | $444K | $146.53 | No quote |
| 84 | TUP | Tupperware Brands | 0.01% | - | 7,070 | $443K | No quote | No quote |
| 86 | DNB | Dun & Bradstreet Corp | 0.01% | Add +14.7% | 4,050 | $437K | No quote | No quote |
| 85 | CSGS | CSG Systems Intl Inc | 0.01% | Add +14.9% | 11,560 | $437K | No quote | No quote |
| 87 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +14.8% | 10,770 | $425K | No quote | No quote |
| 88 | WMT | Wal Mart Stores Inc | 0.01% | - | 5,830 | $420K | $72.04 | No quote |
| 89 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +14.8% | 24,590 | $418K | No quote | No quote |
| 90 | PBI | Pitney Bowes Inc. | 0.01% | Add +14.9% | 31,770 | $417K | $13.13 | No quote |
| 93 | SYNT | Syntel | 0.01% | Add +14.9% | 23,650 | $398K | No quote | No quote |
| 92 | GIS | General Mills Inc. | 0.01% | - | 6,740 | $398K | $59.05 | No quote |
| 91 | SAM | Boston Beer | 0.01% | Add +14.6% | 2,750 | $398K | $144.73 | No quote |
| 94 | EAT | Brinker International | 0.01% | Add +15.0% | 8,680 | $382K | No quote | No quote |
| 95 | KR | Kroger Company | 0.01% | - | 12,690 | $374K | $29.47 | No quote |
| 96 | GILD | Gilead Sciences Inc. | 0.01% | - | 5,410 | $367K | $67.84 | No quote |
| 97 | BKE | Buckle Inc | 0.00% | - | 17,970 | $334K | $18.59 | No quote |
| 98 | TGT | Target Corp | 0.00% | - | 5,780 | $319K | $55.19 | No quote |
| 99 | ENDPQ | Endo International plc | 0.00% | Add +5.8% | 24,660 | $275K | No quote | No quote |
| 105 | TXN | Texas Instruments Inc | - | Sold | 0 | $0 | No quote | No quote |
| 104 | TNH | Terra Nitrogen Co LP | - | Sold | 0 | $0 | No quote | No quote |
| 103 | NSR | Neustar Inc | - | Sold | 0 | $0 | No quote | No quote |
| 102 | HPQ | Hewlett-Packard Co | - | Sold | 0 | $0 | No quote | No quote |
| 101 | CSCO | Cisco Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 100 | AXP | American Express Co. | - | Sold | 0 | $0 | No quote | No quote |