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Focused investors/Jensen Investment Management

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 74 of 100 rows. Rows without a quote are marked unavailable.

1BDXBECTON DICKINSON & CO6.00%Reduce -6.9%2,197,568$470.41M$214.06No quote
2MSFTMICROSOFT CORP5.96%Reduce -0.0%5,462,161$467.23M$85.54No quote
3PEPPEPSICO INC5.92%Add +5.2%3,865,025$463.49M$119.92No quote
4UTXUNITED TECHNOLOGIES CORP5.10%Add +0.3%3,130,704$399.38MNo quoteNo quote
5PXPRAXAIR INC4.94%Add +0.6%2,501,583$386.95MNo quoteNo quote
6SYKSTRYKER CORP4.90%Add +0.3%2,478,958$383.84M$154.84No quote
7UNHUNITEDHEALTH GROUP INC4.66%Reduce -0.1%1,656,433$365.18M$220.46No quote
8ORCLORACLE CORP4.44%Reduce -0.1%7,362,941$348.12M$47.28No quote
9JNJJOHNSON & JOHNSON4.37%Reduce -0.1%2,448,218$342.07M$139.72No quote
10ECLECOLAB INC4.34%Add +0.5%2,534,985$340.14M$134.18No quote
11MMM3M CO4.13%Reduce -29.6%1,376,147$323.9M$235.37No quote
12ACNACCENTURE PLC IRELAND3.88%Reduce -11.6%1,987,579$304.28M$153.09No quote
13OMCOMNICOM GROUP INC3.74%Add +0.4%4,025,308$293.16M$72.83No quote
14PGPROCTER AND GAMBLE CO3.50%Add +0.3%2,981,191$273.91M$91.88No quote
15TJXTJX COS INC NEW3.18%Add +0.4%3,258,562$249.15M$76.46No quote
16NKENIKE INC3.09%Add +0.3%3,876,335$242.47M$62.55No quote
17GOOGLALPHABET INC3.02%Add +0.1%224,777$236.78M$1053.40No quote
18MAMASTERCARD INCORPORATED2.93%Reduce -0.0%1,518,695$229.87M$151.36No quote
19AAPLAPPLE INC2.79%Reduce -0.0%1,292,095$218.66M$169.23No quote
20CTSHCOGNIZANT TECHNOLOGY SOLUTIO2.66%Add +21.9%2,933,285$208.32M$71.02No quote
21APHAMPHENOL CORP NEW2.60%Reduce -0.1%2,322,303$203.9M$87.80No quote
22EMREMERSON ELEC CO2.50%Add +0.3%2,805,463$195.51M$69.69No quote
23WATWATERS CORP2.48%Reduce -16.3%1,004,636$194.09M$193.19No quote
24UPSUNITED PARCEL SERVICE INC2.46%Add +0.3%1,615,111$192.44M$119.15No quote
25INTUINTUIT2.10%Add +31.3%1,041,848$164.38M$157.78No quote
26KOCOCA COLA CO1.74%Add +0.3%2,967,809$136.16M$45.88No quote
27BRBROADRIDGE FINL SOLUTIONS IN1.19%Reduce 0.0%1,031,665$93.45M$90.58No quote
28EFXEQUIFAX INC0.19%Reduce -2.5%128,283$15.13M$117.92No quote
29ADPAUTOMATIC DATA PROCESSING IN0.19%Reduce -1.6%124,570$14.6M$117.19No quote
30ADBEADOBE SYS INC0.14%Reduce -0.6%63,549$11.14M$175.23No quote
31CLCOLGATE PALMOLIVE CO0.12%Reduce -0.8%121,674$9.18M$75.45No quote
32ABTABBOTT LABS0.09%Reduce -0.9%124,234$7.09M$57.07No quote
33CLXCLOROX CO DEL0.08%Add +12.1%40,960$6.09M$148.73No quote
34TROWPRICE T ROWE GROUP INC0.05%Reduce -0.7%37,301$3.91M$104.93No quote
35ABBVABBVIE INC0.04%Reduce -0.9%28,500$2.76M$96.70No quote
36RSRELIANCE STEEL & ALUMINUM CO0.03%-28,600$2.45M$85.80No quote
37BMYBRISTOL MYERS SQUIBB CO0.03%-33,000$2.02M$61.27No quote
38CCKCROWN HOLDINGS INC0.01%-15,260$858K$56.23No quote
39VARVARIAN MED SYS INC0.01%Reduce -18.9%7,280$809KNo quoteNo quote
40HIHILLENBRAND INC0.01%-17,970$803KNo quoteNo quote
41WUWESTERN UN CO0.01%-41,770$794K$19.01No quote
42TDCTERADATA CORP DEL0.01%-20,420$785K$38.44No quote
43EHCEncompass Health Corp0.01%New15,300$756K$49.41No quote
44SMGSCOTTS MIRACLE GRO CO0.01%Add +166.4%7,060$755K$106.94No quote
45MLKNMILLER HERMAN INC0.01%-18,820$754K$40.06No quote
46NUSNU SKIN ENTERPRISES INC0.01%-11,010$751KNo quoteNo quote
47GISGENERAL MLS INC0.01%-12,620$748K$59.27No quote
48EXPDEXPEDITORS INTL WASH INC0.01%-11,500$744K$64.70No quote
49CHHCHOICE HOTELS INTL INC0.01%-9,520$739K$77.63No quote
50EMNEASTMAN CHEM CO0.01%-7,890$731K$92.65No quote
51VFCV F CORP0.01%Reduce -19.9%9,870$730K$73.96No quote
52PAYXPAYCHEX INC0.01%Reduce -1.1%10,580$720K$68.05No quote
53LSTRLANDSTAR SYS INC0.01%-6,890$717K$104.06No quote
54CRCRANE CO0.01%-7,970$711K$89.21No quote
55ZBHZIMMER BIOMET HLDGS INC0.01%-5,850$706K$120.68No quote
56CBRLCRACKER BARREL OLD CTRY STOR0.01%-4,420$702K$158.82No quote
57OIOWENS ILL INC0.01%-31,170$691KNo quoteNo quote
58CPBCAMPBELL SOUP CO0.01%-14,300$688K$48.11No quote
59HSYHERSHEY CO0.01%-6,020$683K$113.46No quote
60DLXDELUXE CORP0.01%-8,850$680K$76.84No quote
61VGRVECTOR GROUP LTD0.01%-29,738$666KNo quoteNo quote
62HRBBLOCK H & R INC0.01%-24,870$652K$26.22No quote
63DWDPDOWDUPONT INC0.01%Reduce -1.3%9,108$649KNo quoteNo quote
64NTAPNETAPP INC0.01%New11,700$647K$55.30No quote
65CSGSCSG SYS INTL INC0.01%-14,350$629KNo quoteNo quote
66SONCSONIC CORP0.01%-22,320$613KNo quoteNo quote
67CTXSCITRIX SYS INC0.01%-6,900$607KNo quoteNo quote
69XLNXXILINX INC0.01%-8,840$596KNo quoteNo quote
68DNBDUN & BRADSTREET CORP DEL NE0.01%-5,030$596KNo quoteNo quote
70NSRGYNestle S.A. ADR0.01%-6,750$580K$85.93No quote
71GPCGENUINE PARTS CO0.01%-5,950$565K$94.96No quote
72TPRTAPESTRY INC0.01%New12,660$560K$44.23No quote
73KOPKOPPERS HOLDINGS INC0.01%-10,800$550K$50.93No quote
74MDTMEDTRONIC PLC0.01%Reduce -3.3%6,790$548K$80.71No quote
76KMBKIMBERLY CLARK CORP0.01%-4,510$544K$120.62No quote
75HBIHANESBRANDS INC0.01%New26,000$544KNo quoteNo quote
77GWWGRAINGER W W INC0.01%Reduce -36.2%2,240$529K$236.16No quote
78HASHASBRO INC0.01%New5,350$486K$90.84No quote
79VIABVIACOM INC NEW0.01%-15,270$470KNo quoteNo quote
80CBRECBRE GROUP INC0.01%New10,600$459K$43.30No quote
81ONON SEMICONDUCTOR CORP0.01%New21,600$452K$20.93No quote
82TSCOTRACTOR SUPPLY CO0.01%-5,910$442K$74.79No quote
83EATBRINKER INTL INC0.01%-10,780$419KNo quoteNo quote
84BBYBEST BUY INC0.01%-6,030$413K$68.49No quote
85FHIFEDERATED INVS INC PA0.01%New11,200$404KNo quoteNo quote
86CICIGNA CORPORATION0.01%Reduce -48.5%1,935$393K$203.10No quote
87TGTTARGET CORP0.00%-5,780$377K$65.22No quote
88AMGAFFILIATED MANAGERS GROUP0.00%New1,820$374K$205.49No quote
89DVADAVITA INC0.00%Reduce -50.0%4,870$352K$72.28No quote
90SAMBOSTON BEER INC0.00%-1,710$327K$191.23No quote
91KRKROGER CO0.00%-11,890$326K$27.42No quote
92COLROCKWELL COLLINS INC0.00%Reduce -50.4%1,910$259KNo quoteNo quote
94ENDPQENDO INTL PLC0.00%-30,620$237KNo quoteNo quote
93BBBYQBED BATH & BEYOND INC0.00%-10,770$237KNo quoteNo quote
100YUMYum Brands Inc-Sold0$0No quoteNo quote
99WDRWaddell & Reed Financial Inc-Sold0$0No quoteNo quote
98PIIPolaris Industries Inc-Sold0$0No quoteNo quote
97PBIPitney Bowes Inc.-Sold0$0No quoteNo quote
96MARMarriott International Inc-Sold0$0No quoteNo quote
95COHCoach Inc-Sold0$0No quoteNo quote