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.
| 1 | BDX | BECTON DICKINSON & CO | 6.00% | Reduce -6.9% | 2,197,568 | $470.41M | $214.06 | No quote |
| 2 | MSFT | MICROSOFT CORP | 5.96% | Reduce -0.0% | 5,462,161 | $467.23M | $85.54 | No quote |
| 3 | PEP | PEPSICO INC | 5.92% | Add +5.2% | 3,865,025 | $463.49M | $119.92 | No quote |
| 4 | UTX | UNITED TECHNOLOGIES CORP | 5.10% | Add +0.3% | 3,130,704 | $399.38M | No quote | No quote |
| 5 | PX | PRAXAIR INC | 4.94% | Add +0.6% | 2,501,583 | $386.95M | No quote | No quote |
| 6 | SYK | STRYKER CORP | 4.90% | Add +0.3% | 2,478,958 | $383.84M | $154.84 | No quote |
| 7 | UNH | UNITEDHEALTH GROUP INC | 4.66% | Reduce -0.1% | 1,656,433 | $365.18M | $220.46 | No quote |
| 8 | ORCL | ORACLE CORP | 4.44% | Reduce -0.1% | 7,362,941 | $348.12M | $47.28 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 4.37% | Reduce -0.1% | 2,448,218 | $342.07M | $139.72 | No quote |
| 10 | ECL | ECOLAB INC | 4.34% | Add +0.5% | 2,534,985 | $340.14M | $134.18 | No quote |
| 11 | MMM | 3M CO | 4.13% | Reduce -29.6% | 1,376,147 | $323.9M | $235.37 | No quote |
| 12 | ACN | ACCENTURE PLC IRELAND | 3.88% | Reduce -11.6% | 1,987,579 | $304.28M | $153.09 | No quote |
| 13 | OMC | OMNICOM GROUP INC | 3.74% | Add +0.4% | 4,025,308 | $293.16M | $72.83 | No quote |
| 14 | PG | PROCTER AND GAMBLE CO | 3.50% | Add +0.3% | 2,981,191 | $273.91M | $91.88 | No quote |
| 15 | TJX | TJX COS INC NEW | 3.18% | Add +0.4% | 3,258,562 | $249.15M | $76.46 | No quote |
| 16 | NKE | NIKE INC | 3.09% | Add +0.3% | 3,876,335 | $242.47M | $62.55 | No quote |
| 17 | GOOGL | ALPHABET INC | 3.02% | Add +0.1% | 224,777 | $236.78M | $1053.40 | No quote |
| 18 | MA | MASTERCARD INCORPORATED | 2.93% | Reduce -0.0% | 1,518,695 | $229.87M | $151.36 | No quote |
| 19 | AAPL | APPLE INC | 2.79% | Reduce -0.0% | 1,292,095 | $218.66M | $169.23 | No quote |
| 20 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 2.66% | Add +21.9% | 2,933,285 | $208.32M | $71.02 | No quote |
| 21 | APH | AMPHENOL CORP NEW | 2.60% | Reduce -0.1% | 2,322,303 | $203.9M | $87.80 | No quote |
| 22 | EMR | EMERSON ELEC CO | 2.50% | Add +0.3% | 2,805,463 | $195.51M | $69.69 | No quote |
| 23 | WAT | WATERS CORP | 2.48% | Reduce -16.3% | 1,004,636 | $194.09M | $193.19 | No quote |
| 24 | UPS | UNITED PARCEL SERVICE INC | 2.46% | Add +0.3% | 1,615,111 | $192.44M | $119.15 | No quote |
| 25 | INTU | INTUIT | 2.10% | Add +31.3% | 1,041,848 | $164.38M | $157.78 | No quote |
| 26 | KO | COCA COLA CO | 1.74% | Add +0.3% | 2,967,809 | $136.16M | $45.88 | No quote |
| 27 | BR | BROADRIDGE FINL SOLUTIONS IN | 1.19% | Reduce 0.0% | 1,031,665 | $93.45M | $90.58 | No quote |
| 28 | EFX | EQUIFAX INC | 0.19% | Reduce -2.5% | 128,283 | $15.13M | $117.92 | No quote |
| 29 | ADP | AUTOMATIC DATA PROCESSING IN | 0.19% | Reduce -1.6% | 124,570 | $14.6M | $117.19 | No quote |
| 30 | ADBE | ADOBE SYS INC | 0.14% | Reduce -0.6% | 63,549 | $11.14M | $175.23 | No quote |
| 31 | CL | COLGATE PALMOLIVE CO | 0.12% | Reduce -0.8% | 121,674 | $9.18M | $75.45 | No quote |
| 32 | ABT | ABBOTT LABS | 0.09% | Reduce -0.9% | 124,234 | $7.09M | $57.07 | No quote |
| 33 | CLX | CLOROX CO DEL | 0.08% | Add +12.1% | 40,960 | $6.09M | $148.73 | No quote |
| 34 | TROW | PRICE T ROWE GROUP INC | 0.05% | Reduce -0.7% | 37,301 | $3.91M | $104.93 | No quote |
| 35 | ABBV | ABBVIE INC | 0.04% | Reduce -0.9% | 28,500 | $2.76M | $96.70 | No quote |
| 36 | RS | RELIANCE STEEL & ALUMINUM CO | 0.03% | - | 28,600 | $2.45M | $85.80 | No quote |
| 37 | BMY | BRISTOL MYERS SQUIBB CO | 0.03% | - | 33,000 | $2.02M | $61.27 | No quote |
| 38 | CCK | CROWN HOLDINGS INC | 0.01% | - | 15,260 | $858K | $56.23 | No quote |
| 39 | VAR | VARIAN MED SYS INC | 0.01% | Reduce -18.9% | 7,280 | $809K | No quote | No quote |
| 40 | HI | HILLENBRAND INC | 0.01% | - | 17,970 | $803K | No quote | No quote |
| 41 | WU | WESTERN UN CO | 0.01% | - | 41,770 | $794K | $19.01 | No quote |
| 42 | TDC | TERADATA CORP DEL | 0.01% | - | 20,420 | $785K | $38.44 | No quote |
| 43 | EHC | Encompass Health Corp | 0.01% | New | 15,300 | $756K | $49.41 | No quote |
| 44 | SMG | SCOTTS MIRACLE GRO CO | 0.01% | Add +166.4% | 7,060 | $755K | $106.94 | No quote |
| 45 | MLKN | MILLER HERMAN INC | 0.01% | - | 18,820 | $754K | $40.06 | No quote |
| 46 | NUS | NU SKIN ENTERPRISES INC | 0.01% | - | 11,010 | $751K | No quote | No quote |
| 47 | GIS | GENERAL MLS INC | 0.01% | - | 12,620 | $748K | $59.27 | No quote |
| 48 | EXPD | EXPEDITORS INTL WASH INC | 0.01% | - | 11,500 | $744K | $64.70 | No quote |
| 49 | CHH | CHOICE HOTELS INTL INC | 0.01% | - | 9,520 | $739K | $77.63 | No quote |
| 50 | EMN | EASTMAN CHEM CO | 0.01% | - | 7,890 | $731K | $92.65 | No quote |
| 51 | VFC | V F CORP | 0.01% | Reduce -19.9% | 9,870 | $730K | $73.96 | No quote |
| 52 | PAYX | PAYCHEX INC | 0.01% | Reduce -1.1% | 10,580 | $720K | $68.05 | No quote |
| 53 | LSTR | LANDSTAR SYS INC | 0.01% | - | 6,890 | $717K | $104.06 | No quote |
| 54 | CR | CRANE CO | 0.01% | - | 7,970 | $711K | $89.21 | No quote |
| 55 | ZBH | ZIMMER BIOMET HLDGS INC | 0.01% | - | 5,850 | $706K | $120.68 | No quote |
| 56 | CBRL | CRACKER BARREL OLD CTRY STOR | 0.01% | - | 4,420 | $702K | $158.82 | No quote |
| 57 | OI | OWENS ILL INC | 0.01% | - | 31,170 | $691K | No quote | No quote |
| 58 | CPB | CAMPBELL SOUP CO | 0.01% | - | 14,300 | $688K | $48.11 | No quote |
| 59 | HSY | HERSHEY CO | 0.01% | - | 6,020 | $683K | $113.46 | No quote |
| 60 | DLX | DELUXE CORP | 0.01% | - | 8,850 | $680K | $76.84 | No quote |
| 61 | VGR | VECTOR GROUP LTD | 0.01% | - | 29,738 | $666K | No quote | No quote |
| 62 | HRB | BLOCK H & R INC | 0.01% | - | 24,870 | $652K | $26.22 | No quote |
| 63 | DWDP | DOWDUPONT INC | 0.01% | Reduce -1.3% | 9,108 | $649K | No quote | No quote |
| 64 | NTAP | NETAPP INC | 0.01% | New | 11,700 | $647K | $55.30 | No quote |
| 65 | CSGS | CSG SYS INTL INC | 0.01% | - | 14,350 | $629K | No quote | No quote |
| 66 | SONC | SONIC CORP | 0.01% | - | 22,320 | $613K | No quote | No quote |
| 67 | CTXS | CITRIX SYS INC | 0.01% | - | 6,900 | $607K | No quote | No quote |
| 69 | XLNX | XILINX INC | 0.01% | - | 8,840 | $596K | No quote | No quote |
| 68 | DNB | DUN & BRADSTREET CORP DEL NE | 0.01% | - | 5,030 | $596K | No quote | No quote |
| 70 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $580K | $85.93 | No quote |
| 71 | GPC | GENUINE PARTS CO | 0.01% | - | 5,950 | $565K | $94.96 | No quote |
| 72 | TPR | TAPESTRY INC | 0.01% | New | 12,660 | $560K | $44.23 | No quote |
| 73 | KOP | KOPPERS HOLDINGS INC | 0.01% | - | 10,800 | $550K | $50.93 | No quote |
| 74 | MDT | MEDTRONIC PLC | 0.01% | Reduce -3.3% | 6,790 | $548K | $80.71 | No quote |
| 76 | KMB | KIMBERLY CLARK CORP | 0.01% | - | 4,510 | $544K | $120.62 | No quote |
| 75 | HBI | HANESBRANDS INC | 0.01% | New | 26,000 | $544K | No quote | No quote |
| 77 | GWW | GRAINGER W W INC | 0.01% | Reduce -36.2% | 2,240 | $529K | $236.16 | No quote |
| 78 | HAS | HASBRO INC | 0.01% | New | 5,350 | $486K | $90.84 | No quote |
| 79 | VIAB | VIACOM INC NEW | 0.01% | - | 15,270 | $470K | No quote | No quote |
| 80 | CBRE | CBRE GROUP INC | 0.01% | New | 10,600 | $459K | $43.30 | No quote |
| 81 | ON | ON SEMICONDUCTOR CORP | 0.01% | New | 21,600 | $452K | $20.93 | No quote |
| 82 | TSCO | TRACTOR SUPPLY CO | 0.01% | - | 5,910 | $442K | $74.79 | No quote |
| 83 | EAT | BRINKER INTL INC | 0.01% | - | 10,780 | $419K | No quote | No quote |
| 84 | BBY | BEST BUY INC | 0.01% | - | 6,030 | $413K | $68.49 | No quote |
| 85 | FHI | FEDERATED INVS INC PA | 0.01% | New | 11,200 | $404K | No quote | No quote |
| 86 | CI | CIGNA CORPORATION | 0.01% | Reduce -48.5% | 1,935 | $393K | $203.10 | No quote |
| 87 | TGT | TARGET CORP | 0.00% | - | 5,780 | $377K | $65.22 | No quote |
| 88 | AMG | AFFILIATED MANAGERS GROUP | 0.00% | New | 1,820 | $374K | $205.49 | No quote |
| 89 | DVA | DAVITA INC | 0.00% | Reduce -50.0% | 4,870 | $352K | $72.28 | No quote |
| 90 | SAM | BOSTON BEER INC | 0.00% | - | 1,710 | $327K | $191.23 | No quote |
| 91 | KR | KROGER CO | 0.00% | - | 11,890 | $326K | $27.42 | No quote |
| 92 | COL | ROCKWELL COLLINS INC | 0.00% | Reduce -50.4% | 1,910 | $259K | No quote | No quote |
| 94 | ENDPQ | ENDO INTL PLC | 0.00% | - | 30,620 | $237K | No quote | No quote |
| 93 | BBBYQ | BED BATH & BEYOND INC | 0.00% | - | 10,770 | $237K | No quote | No quote |
| 100 | YUM | Yum Brands Inc | - | Sold | 0 | $0 | No quote | No quote |
| 99 | WDR | Waddell & Reed Financial Inc | - | Sold | 0 | $0 | No quote | No quote |
| 98 | PII | Polaris Industries Inc | - | Sold | 0 | $0 | No quote | No quote |
| 97 | PBI | Pitney Bowes Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 96 | MAR | Marriott International Inc | - | Sold | 0 | $0 | No quote | No quote |
| 95 | COH | Coach Inc | - | Sold | 0 | $0 | No quote | No quote |