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 73 of 96 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.24% | Add +0.4% | 2,207,010 | $478.26M | $216.70 | No quote |
| 2 | MSFT | Microsoft Corp | 5.55% | Reduce -14.7% | 4,661,171 | $425.43M | $91.27 | No quote |
| 3 | PEP | PepsiCo Inc. | 5.53% | Add +0.4% | 3,881,818 | $423.7M | $109.15 | No quote |
| 4 | SYK | Stryker Corp | 5.22% | Add +0.2% | 2,483,523 | $399.65M | $160.92 | No quote |
| 5 | UTX | United Technologies Corp | 5.17% | Add +0.5% | 3,145,857 | $395.81M | No quote | No quote |
| 6 | ECL | Ecolab Inc | 5.06% | Add +11.5% | 2,825,776 | $387.33M | $137.07 | No quote |
| 7 | PX | Praxair Inc | 4.71% | Reduce -0.1% | 2,499,941 | $360.74M | No quote | No quote |
| 8 | UNH | Unitedhealth Group Inc | 4.64% | Add +0.3% | 1,661,668 | $355.6M | $214.00 | No quote |
| 9 | ORCL | Oracle Corporation | 4.40% | Add +0.0% | 7,364,579 | $336.93M | $45.75 | No quote |
| 10 | JNJ | Johnson & Johnson | 4.11% | Add +0.3% | 2,454,408 | $314.53M | $128.15 | No quote |
| 11 | ACN | Accenture Plc | 3.99% | Add +0.1% | 1,989,024 | $305.32M | $153.50 | No quote |
| 12 | MMM | 3M Company | 3.95% | Add +0.2% | 1,379,375 | $302.8M | $219.52 | No quote |
| 13 | NKE | Nike Inc Cl B | 3.37% | Add +0.3% | 3,888,575 | $258.36M | $66.44 | No quote |
| 14 | OMC | Omnicom Group Inc | 3.36% | Reduce -12.1% | 3,538,080 | $257.11M | $72.67 | No quote |
| 15 | PG | Procter & Gamble Co. | 3.10% | Add +0.5% | 2,994,772 | $237.43M | $79.28 | No quote |
| 16 | CTSH | Cognizant Tech Solutions | 3.09% | Add +0.1% | 2,936,230 | $236.37M | $80.50 | No quote |
| 17 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.04% | Add +0.0% | 224,858 | $233.21M | $1037.14 | No quote |
| 18 | TJX | TJX Companies Inc | 3.00% | Reduce -13.6% | 2,814,202 | $229.53M | $81.56 | No quote |
| 19 | MA | Mastercard Inc. | 2.99% | Reduce -13.8% | 1,308,640 | $229.22M | $175.16 | No quote |
| 20 | AAPL | Apple Inc. | 2.83% | Add +0.1% | 1,293,750 | $217.07M | $167.78 | No quote |
| 21 | APH | Amphenol Corp. | 2.61% | Add +0.0% | 2,322,391 | $200.03M | $86.13 | No quote |
| 22 | WAT | Waters Corp | 2.60% | Reduce -0.0% | 1,004,311 | $199.51M | $198.65 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.51% | Add +0.4% | 2,817,918 | $192.46M | $68.30 | No quote |
| 24 | INTU | Intuit Inc. | 2.36% | Add +0.1% | 1,043,078 | $180.82M | $173.35 | No quote |
| 25 | UPS | United Parcel Svc Cl B | 2.22% | Add +0.4% | 1,621,431 | $169.7M | $104.66 | No quote |
| 26 | KO | Coca-Cola Company | 1.69% | Add +0.5% | 2,981,266 | $129.48M | $43.43 | No quote |
| 27 | BR | Broadridge Financial Solutions | 1.28% | Reduce -13.2% | 895,250 | $98.2M | $109.69 | No quote |
| 28 | EFX | Equifax Inc | 0.19% | Reduce -1.2% | 126,697 | $14.93M | $117.81 | No quote |
| 29 | ADP | Automatic Data Processing Inc. | 0.18% | Reduce -2.0% | 122,070 | $13.85M | $113.48 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.18% | Reduce -0.2% | 63,394 | $13.7M | $216.08 | No quote |
| 31 | CL | Colgate-Palmolive Co | 0.11% | Reduce -2.5% | 118,574 | $8.5M | $71.68 | No quote |
| 32 | ABT | Abbott Laboratories | 0.10% | Reduce -0.4% | 123,684 | $7.41M | $59.92 | No quote |
| 33 | CLX | Clorox Company | 0.07% | Add +0.4% | 41,120 | $5.47M | $133.10 | No quote |
| 34 | TROW | T Rowe Price Group Inc | 0.06% | Add +9.0% | 40,671 | $4.39M | $107.96 | No quote |
| 35 | ABBV | AbbVie Inc. | 0.03% | Reduce -3.9% | 27,400 | $2.59M | $94.64 | No quote |
| 36 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.45M | $85.73 | No quote |
| 37 | BMY | Bristol Myers Squibb Co. | 0.02% | Reduce -21.2% | 26,000 | $1.65M | $63.27 | No quote |
| 38 | EHC | Encompass Health Corp | 0.01% | Add +4.6% | 16,010 | $915K | $57.15 | No quote |
| 39 | HI | Hillenbrand Inc. | 0.01% | Add +4.7% | 18,810 | $863K | No quote | No quote |
| 40 | TDC | Teradata Corp | 0.01% | Add +4.7% | 21,370 | $848K | $39.68 | No quote |
| 41 | WU | Western Union | 0.01% | Add +4.6% | 43,710 | $841K | $19.24 | No quote |
| 42 | EMN | Eastman Chemical Co. | 0.01% | - | 7,890 | $833K | $105.58 | No quote |
| 43 | NUS | Nu Skin Enterprises Inc. | 0.01% | - | 11,010 | $812K | No quote | No quote |
| 44 | CCK | Crown Holdings Inc. | 0.01% | Add +4.7% | 15,970 | $810K | $50.72 | No quote |
| 45 | LSTR | Landstar System Inc. | 0.01% | Add +4.6% | 7,210 | $791K | $109.71 | No quote |
| 46 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Add +28.1% | 9,040 | $775K | $85.73 | No quote |
| 47 | CR | Crane Company | 0.01% | Add +4.6% | 8,340 | $773K | $92.69 | No quote |
| 48 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $763K | $80.15 | No quote |
| 49 | EXPD | Expeditors International of WA | 0.01% | Add +4.6% | 12,030 | $761K | $63.26 | No quote |
| 50 | OI | Owens-Illinois Inc. | 0.01% | Add +4.7% | 32,620 | $707K | No quote | No quote |
| 51 | CBRL | Cracker Barrel Old Country Sto | 0.01% | - | 4,420 | $704K | $159.28 | No quote |
| 52 | DLX | Deluxe Corporation | 0.01% | Add +4.6% | 9,260 | $685K | $73.97 | No quote |
| 53 | CSGS | CSG Systems Intl Inc | 0.01% | Add +4.7% | 15,020 | $680K | No quote | No quote |
| 54 | CTXS | Citrix Systems Inc. | 0.01% | Add +4.6% | 7,220 | $670K | No quote | No quote |
| 55 | XLNX | Xilinx Inc | 0.01% | Add +4.6% | 9,250 | $668K | No quote | No quote |
| 56 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +4.6% | 6,120 | $667K | $108.99 | No quote |
| 57 | HRB | H&R Block Inc. | 0.01% | Add +4.7% | 26,030 | $661K | $25.39 | No quote |
| 58 | CPB | Campbell Soup Company | 0.01% | Add +4.7% | 14,970 | $648K | $43.29 | No quote |
| 59 | MLKN | Herman Miller Inc. | 0.01% | Add +4.7% | 19,700 | $629K | $31.93 | No quote |
| 60 | CBRE | CBRE Group Inc. | 0.01% | Add +25.0% | 13,250 | $626K | $47.25 | No quote |
| 61 | PAYX | Paychex Inc. | 0.01% | Reduce -7.4% | 9,800 | $604K | $61.63 | No quote |
| 62 | HSY | Hershey Co. | 0.01% | - | 6,020 | $596K | $99.00 | No quote |
| 63 | DNB | Dun & Bradstreet Corp | 0.01% | - | 5,030 | $589K | No quote | No quote |
| 64 | DWDP | DowDuPont Inc. | 0.01% | - | 9,108 | $580K | No quote | No quote |
| 66 | VFC | VF Corp | 0.01% | Reduce -22.3% | 7,670 | $569K | $74.19 | No quote |
| 65 | GIS | General Mills Inc. | 0.01% | - | 12,620 | $569K | $45.09 | No quote |
| 67 | HAS | Hasbro Inc | 0.01% | Add +24.7% | 6,670 | $562K | $84.26 | No quote |
| 68 | VAR | Varian Medical Systems | 0.01% | Reduce -38.0% | 4,510 | $553K | No quote | No quote |
| 69 | MDT | Medtronic PLC | 0.01% | - | 6,790 | $545K | $80.27 | No quote |
| 70 | KR | Kroger Company | 0.01% | Add +89.8% | 22,570 | $540K | $23.93 | No quote |
| 71 | GPC | Genuine Parts Company | 0.01% | - | 5,950 | $535K | $89.92 | No quote |
| 72 | AMG | Affiliated Managers Group | 0.01% | Add +53.3% | 2,790 | $529K | $189.61 | No quote |
| 73 | HBI | Hanesbrands Inc. | 0.01% | Add +4.7% | 27,210 | $501K | No quote | No quote |
| 74 | KMB | Kimberly-Clark Corp. | 0.01% | - | 4,510 | $497K | $110.20 | No quote |
| 75 | FHI | Federated Investors Inc. | 0.01% | Add +29.2% | 14,470 | $483K | No quote | No quote |
| 76 | TPR | Tapestry, Inc. | 0.01% | Reduce -28.3% | 9,080 | $478K | $52.64 | No quote |
| 77 | ON | ON Semiconductor Corp | 0.01% | Reduce -11.6% | 19,101 | $467K | $24.45 | No quote |
| 79 | GWW | W.W. Grainger Inc. | 0.01% | Reduce -26.3% | 1,650 | $466K | $282.42 | No quote |
| 78 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | New | 4,970 | $466K | $93.76 | No quote |
| 80 | KOP | Koppers Holdings Inc. | 0.01% | Add +4.6% | 11,300 | $464K | $41.06 | No quote |
| 81 | NTAP | NetApp Inc. | 0.01% | Reduce -37.9% | 7,270 | $448K | $61.62 | No quote |
| 82 | MIDD | Middleby Corporation | 0.00% | New | 3,030 | $375K | $123.76 | No quote |
| 83 | SAM | Boston Beer | 0.00% | - | 1,710 | $323K | $188.89 | No quote |
| 84 | VGR | Vector Group Ltd | 0.00% | Reduce -47.7% | 15,558 | $317K | No quote | No quote |
| 85 | TSCO | Tractor Supply Co | 0.00% | Reduce -19.5% | 4,760 | $300K | $63.03 | No quote |
| 86 | SONC | Sonic Corp | 0.00% | Reduce -49.6% | 11,250 | $284K | No quote | No quote |
| 87 | COL | Rockwell Collins Inc | 0.00% | - | 1,910 | $258K | No quote | No quote |
| 88 | BBY | Best Buy Co. Inc. | 0.00% | Reduce -40.0% | 3,620 | $253K | $69.89 | No quote |
| 89 | TGT | Target Corp | 0.00% | Reduce -41.9% | 3,360 | $233K | $69.35 | No quote |
| 90 | BBBYQ | Bed Bath & Beyond Inc | 0.00% | - | 10,770 | $226K | No quote | No quote |
| 96 | VIAB | VIACOM INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 95 | NSRGY | Nestle S.A. ADR | - | Sold | 0 | $0 | No quote | No quote |
| 94 | ENDPQ | ENDO INTL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 93 | DVA | DAVITA INC | - | Sold | 0 | $0 | No quote | No quote |
| 92 | CI | CIGNA CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 91 | EAT | BRINKER INTL INC | - | Sold | 0 | $0 | No quote | No quote |