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 72 of 91 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.28% | Reduce -11.6% | 1,950,789 | $467.33M | $239.56 | No quote |
| 2 | MSFT | Microsoft Corp | 5.47% | Reduce -11.3% | 4,132,205 | $407.48M | $98.61 | No quote |
| 3 | PEP | PepsiCo Inc. | 5.46% | Reduce -3.8% | 3,732,933 | $406.4M | $108.87 | No quote |
| 4 | PX | Praxair Inc | 5.10% | Reduce -3.9% | 2,401,561 | $379.81M | No quote | No quote |
| 5 | UTX | United Technologies Corp | 5.07% | Reduce -4.0% | 3,021,342 | $377.76M | No quote | No quote |
| 6 | UNH | Unitedhealth Group Inc | 4.99% | Reduce -8.9% | 1,514,043 | $371.46M | $245.34 | No quote |
| 7 | SYK | Stryker Corp | 4.92% | Reduce -12.6% | 2,170,973 | $366.59M | $168.86 | No quote |
| 8 | ECL | Ecolab Inc | 4.89% | Reduce -8.2% | 2,593,226 | $363.91M | $140.33 | No quote |
| 9 | ORCL | Oracle Corporation | 4.21% | Reduce -3.3% | 7,120,743 | $313.74M | $44.06 | No quote |
| 10 | MMM | 3M Company | 4.00% | Add +9.6% | 1,511,925 | $297.43M | $196.72 | No quote |
| 11 | ACN | Accenture Plc | 3.89% | Reduce -11.1% | 1,767,994 | $289.23M | $163.59 | No quote |
| 12 | JNJ | Johnson & Johnson | 3.82% | Reduce -4.5% | 2,344,588 | $284.49M | $121.34 | No quote |
| 13 | TJX | TJX Companies Inc | 3.46% | Reduce -3.9% | 2,703,537 | $257.32M | $95.18 | No quote |
| 14 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.29% | Reduce -3.4% | 217,178 | $245.24M | $1129.19 | No quote |
| 15 | OMC | Omnicom Group Inc | 3.16% | Reduce -13.0% | 3,079,625 | $234.88M | $76.27 | No quote |
| 16 | AAPL | Apple Inc. | 3.11% | Reduce -3.3% | 1,251,319 | $231.63M | $185.11 | No quote |
| 17 | NKE | Nike Inc Cl B | 3.08% | Reduce -26.0% | 2,878,510 | $229.36M | $79.68 | No quote |
| 18 | PG | Procter & Gamble Co. | 3.02% | Reduce -3.9% | 2,877,402 | $224.61M | $78.06 | No quote |
| 19 | CTSH | Cognizant Tech Solutions | 3.01% | Reduce -3.3% | 2,839,720 | $224.31M | $78.99 | No quote |
| 20 | INTU | Intuit Inc. | 2.76% | Reduce -3.5% | 1,006,248 | $205.58M | $204.30 | No quote |
| 21 | WAT | Waters Corp | 2.75% | Add +5.3% | 1,057,151 | $204.65M | $193.59 | No quote |
| 22 | APH | Amphenol Corp. | 2.63% | Reduce -3.3% | 2,244,721 | $195.63M | $87.15 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.52% | Reduce -3.8% | 2,712,384 | $187.53M | $69.14 | No quote |
| 24 | MA | Mastercard Inc. | 2.49% | Reduce -28.0% | 942,570 | $185.23M | $196.52 | No quote |
| 25 | UPS | United Parcel Svc Cl B | 2.23% | Reduce -3.8% | 1,560,431 | $165.77M | $106.23 | No quote |
| 26 | PFE | Pfizer Inc. | 1.48% | New | 3,040,000 | $110.29M | $36.28 | No quote |
| 27 | KO | Coca-Cola Company | 1.44% | Reduce -17.9% | 2,446,081 | $107.29M | $43.86 | No quote |
| 28 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -0.5% | 121,440 | $16.29M | $134.14 | No quote |
| 29 | EFX | Equifax Inc | 0.21% | Reduce -0.3% | 126,340 | $15.81M | $125.11 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.21% | Reduce -0.9% | 62,799 | $15.31M | $243.81 | No quote |
| 31 | CL | Colgate-Palmolive Co | 0.10% | Reduce -0.2% | 118,389 | $7.67M | $64.81 | No quote |
| 32 | ABT | Abbott Laboratories | 0.10% | Reduce -1.1% | 122,269 | $7.46M | $60.99 | No quote |
| 33 | CLX | Clorox Company | 0.07% | Reduce -0.5% | 40,925 | $5.54M | $135.25 | No quote |
| 34 | TROW | T Rowe Price Group Inc | 0.06% | Reduce -2.9% | 39,481 | $4.58M | $116.08 | No quote |
| 35 | ABBV | AbbVie Inc. | 0.03% | Reduce -0.2% | 27,335 | $2.53M | $92.67 | No quote |
| 36 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.5M | $87.55 | No quote |
| 37 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,000 | $1.44M | $55.35 | No quote |
| 38 | EHC | Encompass Health Corp | 0.01% | - | 16,010 | $1.08M | $67.71 | No quote |
| 39 | PAYX | Paychex Inc. | 0.01% | Add +57.1% | 15,400 | $1.05M | $68.38 | No quote |
| 40 | BR | Broadridge Financial Solutions | 0.01% | Reduce -99.0% | 8,565 | $986K | $115.12 | No quote |
| 41 | WU | Western Union | 0.01% | - | 43,710 | $889K | $20.34 | No quote |
| 42 | HI | Hillenbrand Inc. | 0.01% | - | 18,810 | $887K | No quote | No quote |
| 43 | EXPD | Expeditors International of WA | 0.01% | - | 12,030 | $879K | $73.07 | No quote |
| 44 | NUS | Nu Skin Enterprises Inc. | 0.01% | - | 11,010 | $861K | No quote | No quote |
| 45 | HBI | Hanesbrands Inc. | 0.01% | Add +38.5% | 37,690 | $830K | No quote | No quote |
| 46 | LSTR | Landstar System Inc. | 0.01% | - | 7,210 | $787K | $109.15 | No quote |
| 47 | CTXS | Citrix Systems Inc. | 0.01% | - | 7,220 | $757K | No quote | No quote |
| 48 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 9,040 | $752K | $83.19 | No quote |
| 49 | CBRE | CBRE Group Inc. | 0.01% | Add +14.1% | 15,120 | $722K | $47.75 | No quote |
| 50 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $720K | $75.63 | No quote |
| 51 | CCK | Crown Holdings Inc. | 0.01% | - | 15,970 | $715K | $44.77 | No quote |
| 52 | CBRL | Cracker Barrel Old Country Sto | 0.01% | - | 4,420 | $690K | $156.11 | No quote |
| 53 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | - | 6,120 | $682K | $111.44 | No quote |
| 55 | MLKN | Herman Miller Inc. | 0.01% | - | 19,700 | $668K | $33.91 | No quote |
| 54 | CR | Crane Company | 0.01% | - | 8,340 | $668K | $80.10 | No quote |
| 57 | HSY | Hershey Co. | 0.01% | Add +15.9% | 6,980 | $650K | $93.12 | No quote |
| 56 | GIS | General Mills Inc. | 0.01% | Add +16.3% | 14,680 | $650K | $44.28 | No quote |
| 58 | KR | Kroger Company | 0.01% | - | 22,570 | $642K | $28.44 | No quote |
| 59 | EMN | Eastman Chemical Co. | 0.01% | Reduce -21.3% | 6,210 | $621K | $100.00 | No quote |
| 60 | DNB | Dun & Bradstreet Corp | 0.01% | - | 5,030 | $617K | No quote | No quote |
| 61 | HAS | Hasbro Inc | 0.01% | - | 6,670 | $616K | $92.35 | No quote |
| 62 | CSGS | CSG Systems Intl Inc | 0.01% | - | 15,020 | $614K | No quote | No quote |
| 63 | DLX | Deluxe Corporation | 0.01% | - | 9,260 | $613K | $66.20 | No quote |
| 64 | CPB | Campbell Soup Company | 0.01% | - | 14,970 | $607K | $40.55 | No quote |
| 65 | HRB | H&R Block Inc. | 0.01% | - | 26,030 | $593K | $22.78 | No quote |
| 66 | NTAP | NetApp Inc. | 0.01% | - | 7,270 | $571K | $78.54 | No quote |
| 67 | OI | Owens-Illinois Inc. | 0.01% | - | 32,620 | $548K | No quote | No quote |
| 68 | GPC | Genuine Parts Company | 0.01% | - | 5,950 | $546K | $91.76 | No quote |
| 69 | TDC | Teradata Corp | 0.01% | Reduce -38.4% | 13,160 | $528K | $40.12 | No quote |
| 71 | VAR | Varian Medical Systems | 0.01% | - | 4,510 | $513K | No quote | No quote |
| 70 | MDT | Medtronic PLC | 0.01% | Reduce -11.8% | 5,990 | $513K | $85.64 | No quote |
| 72 | GWW | W.W. Grainger Inc. | 0.01% | - | 1,650 | $509K | $308.48 | No quote |
| 73 | XLNX | Xilinx Inc | 0.01% | Reduce -16.9% | 7,690 | $502K | No quote | No quote |
| 74 | AMG | Affiliated Managers Group | 0.01% | Add +19.4% | 3,330 | $495K | $148.65 | No quote |
| 75 | FHI | Federated Investors Inc. | 0.01% | Add +44.1% | 20,850 | $486K | No quote | No quote |
| 76 | KMB | Kimberly-Clark Corp. | 0.01% | - | 4,510 | $475K | $105.32 | No quote |
| 77 | VFC | VF Corp | 0.01% | Reduce -28.2% | 5,510 | $449K | $81.49 | No quote |
| 78 | KOP | Koppers Holdings Inc. | 0.01% | - | 11,300 | $433K | $38.32 | No quote |
| 79 | ON | ON Semiconductor Corp | 0.01% | - | 19,101 | $425K | $22.25 | No quote |
| 80 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | - | 4,970 | $416K | $83.70 | No quote |
| 81 | TSCO | Tractor Supply Co | 0.00% | - | 4,760 | $364K | $76.47 | No quote |
| 82 | TPR | Tapestry, Inc. | 0.00% | Reduce -22.4% | 7,050 | $329K | $46.67 | No quote |
| 83 | MIDD | Middleby Corporation | 0.00% | - | 3,030 | $316K | $104.29 | No quote |
| 84 | SONC | Sonic Corp | 0.00% | Reduce -24.4% | 8,500 | $293K | No quote | No quote |
| 85 | BBY | Best Buy Co. Inc. | 0.00% | - | 3,620 | $270K | $74.59 | No quote |
| 86 | COL | Rockwell Collins Inc | 0.00% | - | 1,910 | $257K | No quote | No quote |
| 87 | DWDP | DowDuPont Inc. | 0.00% | Reduce -59.9% | 3,653 | $241K | No quote | No quote |
| 91 | VGR | Vector Group Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 90 | TGT | Target Corp | - | Sold | 0 | $0 | No quote | No quote |
| 89 | SAM | Boston Beer | - | Sold | 0 | $0 | No quote | No quote |
| 88 | BBBYQ | Bed Bath & Beyond Inc | - | Sold | 0 | $0 | No quote | No quote |