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 68 of 88 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.34% | Reduce -0.3% | 1,945,920 | $507.89M | $261.00 | No quote |
| 2 | MSFT | Microsoft Corp | 5.87% | Reduce -0.5% | 4,112,510 | $470.35M | $114.37 | No quote |
| 3 | PEP | PepsiCo Inc. | 5.73% | Add +10.0% | 4,107,118 | $459.18M | $111.80 | No quote |
| 4 | UTX | United Technologies Corp | 5.29% | Add +0.4% | 3,034,442 | $424.25M | No quote | No quote |
| 5 | ECL | Ecolab Inc | 5.05% | Reduce -0.5% | 2,580,766 | $404.61M | $156.78 | No quote |
| 6 | UNH | Unitedhealth Group Inc | 5.01% | Reduce -0.3% | 1,509,353 | $401.55M | $266.04 | No quote |
| 7 | PX | Praxair Inc | 4.80% | Reduce -0.3% | 2,394,601 | $384.88M | No quote | No quote |
| 8 | SYK | Stryker Corp | 4.80% | Reduce -0.3% | 2,163,548 | $384.42M | $177.68 | No quote |
| 9 | ORCL | Oracle Corporation | 4.58% | Reduce -0.1% | 7,111,283 | $366.66M | $51.56 | No quote |
| 10 | MMM | 3M Company | 4.48% | Add +12.6% | 1,702,390 | $358.71M | $210.71 | No quote |
| 11 | JNJ | Johnson & Johnson | 4.03% | Reduce -0.3% | 2,336,753 | $322.87M | $138.17 | No quote |
| 12 | ACN | Accenture Plc | 3.75% | Reduce -0.1% | 1,766,174 | $300.6M | $170.20 | No quote |
| 13 | AAPL | Apple Inc. | 3.55% | Add +0.6% | 1,259,364 | $284.29M | $225.74 | No quote |
| 14 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.27% | Reduce -0.1% | 216,919 | $261.84M | $1207.08 | No quote |
| 15 | TJX | TJX Companies Inc | 3.04% | Reduce -19.6% | 2,175,021 | $243.65M | $112.02 | No quote |
| 16 | PG | Procter & Gamble Co. | 3.00% | Add +0.5% | 2,891,167 | $240.63M | $83.23 | No quote |
| 17 | INTU | Intuit Inc. | 2.85% | Reduce -0.1% | 1,004,938 | $228.52M | $227.40 | No quote |
| 18 | CTSH | Cognizant Tech Solutions | 2.73% | Reduce -0.0% | 2,839,255 | $219.05M | $77.15 | No quote |
| 19 | PFE | Pfizer Inc. | 2.67% | Add +59.7% | 4,853,610 | $213.9M | $44.07 | No quote |
| 20 | APH | Amphenol Corp. | 2.63% | Reduce -0.1% | 2,242,181 | $210.81M | $94.02 | No quote |
| 21 | OMC | Omnicom Group Inc | 2.63% | Add +0.5% | 3,094,035 | $210.46M | $68.02 | No quote |
| 22 | MA | Mastercard Inc. | 2.62% | Reduce -0.1% | 941,230 | $209.53M | $222.61 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.59% | Reduce -0.0% | 2,711,254 | $207.63M | $76.58 | No quote |
| 24 | WAT | Waters Corp | 2.56% | Reduce -0.2% | 1,055,006 | $205.39M | $194.68 | No quote |
| 25 | NKE | Nike Inc Cl B | 2.30% | Reduce -24.3% | 2,179,508 | $184.65M | $84.72 | No quote |
| 26 | UPS | United Parcel Svc Cl B | 2.28% | Add +0.5% | 1,567,911 | $183.05M | $116.75 | No quote |
| 27 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -2.9% | 117,940 | $17.77M | $150.66 | No quote |
| 28 | EFX | Equifax Inc | 0.20% | Reduce -1.4% | 124,546 | $16.26M | $130.57 | No quote |
| 29 | ADBE | Adobe Systems Inc. | 0.20% | Reduce -7.0% | 58,419 | $15.77M | $269.95 | No quote |
| 30 | ABT | Abbott Laboratories | 0.11% | Reduce -1.1% | 120,957 | $8.87M | $73.36 | No quote |
| 31 | KO | Coca-Cola Company | 0.10% | Reduce -92.8% | 174,978 | $8.08M | $46.19 | No quote |
| 32 | CL | Colgate-Palmolive Co | 0.10% | Reduce -1.3% | 116,839 | $7.82M | $66.95 | No quote |
| 33 | CLX | Clorox Company | 0.08% | Reduce -2.1% | 40,075 | $6.03M | $150.42 | No quote |
| 34 | TROW | T Rowe Price Group Inc | 0.05% | Add +1.6% | 40,091 | $4.38M | $109.18 | No quote |
| 35 | ABBV | AbbVie Inc. | 0.03% | - | 27,335 | $2.59M | $94.57 | No quote |
| 36 | RS | Reliance Steel And Aluminum Co | 0.02% | Reduce -18.9% | 23,200 | $1.98M | $85.30 | No quote |
| 37 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,000 | $1.61M | $62.08 | No quote |
| 38 | PAYX | Paychex Inc. | 0.02% | Add +24.3% | 19,140 | $1.41M | $73.67 | No quote |
| 39 | EHC | Encompass Health Corp | 0.01% | Reduce -8.0% | 14,730 | $1.15M | $77.94 | No quote |
| 40 | BR | Broadridge Financial Solutions | 0.01% | Reduce -0.8% | 8,500 | $1.12M | $132.00 | No quote |
| 41 | HI | Hillenbrand Inc. | 0.01% | Add +3.9% | 19,550 | $1.02M | No quote | No quote |
| 42 | LSTR | Landstar System Inc. | 0.01% | Add +13.4% | 8,180 | $998K | $122.00 | No quote |
| 43 | HBI | Hanesbrands Inc. | 0.01% | Add +36.8% | 51,550 | $950K | No quote | No quote |
| 44 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Add +31.0% | 11,840 | $932K | $78.72 | No quote |
| 45 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +42.3% | 6,290 | $925K | $147.06 | No quote |
| 47 | CR | Crane Company | 0.01% | Add +9.7% | 9,150 | $900K | $98.36 | No quote |
| 46 | CBRE | CBRE Group Inc. | 0.01% | Add +35.0% | 20,410 | $900K | $44.10 | No quote |
| 48 | KR | Kroger Company | 0.01% | Add +36.1% | 30,730 | $895K | $29.12 | No quote |
| 49 | ON | ON Semiconductor Corp | 0.01% | Add +152.3% | 48,191 | $888K | $18.43 | No quote |
| 50 | EXPD | Expeditors International of WA | 0.01% | - | 12,030 | $885K | $73.57 | No quote |
| 51 | WU | Western Union | 0.01% | Add +4.0% | 45,480 | $867K | $19.06 | No quote |
| 52 | GPC | Genuine Parts Company | 0.01% | Add +44.9% | 8,620 | $857K | $99.42 | No quote |
| 53 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | - | 6,120 | $805K | $131.54 | No quote |
| 54 | GIS | General Mills Inc. | 0.01% | Add +26.4% | 18,560 | $797K | $42.94 | No quote |
| 55 | HAS | Hasbro Inc | 0.01% | Add +13.2% | 7,550 | $794K | $105.17 | No quote |
| 56 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $793K | $83.30 | No quote |
| 57 | HSY | Hershey Co. | 0.01% | Add +10.6% | 7,720 | $787K | $101.94 | No quote |
| 58 | CCK | Crown Holdings Inc. | 0.01% | - | 15,970 | $767K | $48.03 | No quote |
| 59 | VAR | Varian Medical Systems | 0.01% | Add +48.6% | 6,700 | $750K | No quote | No quote |
| 60 | LII | Lennox International Inc. | 0.01% | New | 3,340 | $729K | $218.26 | No quote |
| 61 | MIDD | Middleby Corporation | 0.01% | Add +74.9% | 5,300 | $686K | $129.43 | No quote |
| 62 | BBY | Best Buy Co. Inc. | 0.01% | Add +132.0% | 8,400 | $667K | $79.40 | No quote |
| 63 | NTAP | NetApp Inc. | 0.01% | - | 7,270 | $624K | $85.83 | No quote |
| 65 | TPR | Tapestry, Inc. | 0.01% | Add +74.2% | 12,280 | $617K | $50.24 | No quote |
| 64 | CTXS | Citrix Systems Inc. | 0.01% | Reduce -23.1% | 5,550 | $617K | No quote | No quote |
| 66 | OI | Owens-Illinois Inc. | 0.01% | - | 32,620 | $613K | No quote | No quote |
| 67 | AMG | Affiliated Managers Group | 0.01% | Add +33.9% | 4,460 | $610K | $136.77 | No quote |
| 68 | CSGS | CSG Systems Intl Inc | 0.01% | - | 15,020 | $603K | No quote | No quote |
| 69 | GWW | W.W. Grainger Inc. | 0.01% | - | 1,650 | $590K | $357.58 | No quote |
| 70 | MDT | Medtronic PLC | 0.01% | - | 5,990 | $589K | $98.33 | No quote |
| 71 | MLKN | Herman Miller Inc. | 0.01% | Reduce -23.9% | 15,000 | $576K | $38.40 | No quote |
| 72 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | Add +15.3% | 5,730 | $561K | $97.91 | No quote |
| 73 | CPB | Campbell Soup Company | 0.01% | - | 14,970 | $548K | $36.61 | No quote |
| 74 | TSCO | Tractor Supply Co | 0.01% | Add +22.1% | 5,810 | $528K | $90.88 | No quote |
| 75 | EMN | Eastman Chemical Co. | 0.01% | Reduce -13.4% | 5,380 | $515K | $95.72 | No quote |
| 76 | FHI | Federated Investors Inc. | 0.01% | - | 20,850 | $503K | No quote | No quote |
| 77 | TDC | Teradata Corp | 0.01% | - | 13,160 | $496K | $37.69 | No quote |
| 78 | XLNX | Xilinx Inc | 0.01% | Reduce -32.1% | 5,220 | $418K | No quote | No quote |
| 79 | COL | Rockwell Collins Inc | 0.00% | - | 1,910 | $268K | No quote | No quote |
| 80 | DWDP | DowDuPont Inc. | 0.00% | - | 3,653 | $235K | No quote | No quote |
| 88 | VFC | VF Corp | - | Sold | 0 | $0 | No quote | No quote |
| 87 | SONC | Sonic Corp | - | Sold | 0 | $0 | No quote | No quote |
| 86 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 85 | KOP | Koppers Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 84 | KMB | Kimberly-Clark Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 83 | HRB | H&R Block Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 82 | DNB | Dun & Bradstreet Corp | - | Sold | 0 | $0 | No quote | No quote |
| 81 | DLX | Deluxe Corporation | - | Sold | 0 | $0 | No quote | No quote |