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 71 of 84 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.50% | Add +5.0% | 2,042,190 | $460.15M | $225.32 | No quote |
| 2 | PEP | PepsiCo Inc. | 6.40% | Reduce -0.3% | 4,095,362 | $452.46M | $110.48 | No quote |
| 3 | MSFT | Microsoft Corp | 5.92% | Add +0.3% | 4,122,695 | $418.74M | $101.57 | No quote |
| 4 | UNH | Unitedhealth Group Inc | 5.31% | Reduce -0.1% | 1,508,283 | $375.74M | $249.12 | No quote |
| 5 | LIN | Linde plc SH | 4.96% | New | 2,250,311 | $351.14M | $156.04 | No quote |
| 6 | ECL | Ecolab Inc | 4.89% | Reduce -9.1% | 2,346,871 | $345.81M | $147.35 | No quote |
| 7 | SYK | Stryker Corp | 4.78% | Reduce -0.2% | 2,158,353 | $338.32M | $156.75 | No quote |
| 8 | MMM | 3M Company | 4.56% | Reduce -0.5% | 1,694,525 | $322.88M | $190.54 | No quote |
| 9 | ORCL | Oracle Corporation | 4.55% | Add +0.3% | 7,134,923 | $322.14M | $45.15 | No quote |
| 10 | UTX | United Technologies Corp | 4.55% | Reduce -0.4% | 3,023,032 | $321.89M | No quote | No quote |
| 11 | JNJ | Johnson & Johnson | 4.26% | Reduce -0.1% | 2,334,703 | $301.29M | $129.05 | No quote |
| 12 | ACN | Accenture Plc | 3.53% | Add +0.3% | 1,772,324 | $249.92M | $141.01 | No quote |
| 13 | PG | Procter & Gamble Co. | 3.49% | Reduce -7.0% | 2,689,147 | $247.19M | $91.92 | No quote |
| 14 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.27% | Add +2.1% | 221,386 | $231.34M | $1044.96 | No quote |
| 15 | AAPL | Apple Inc. | 3.07% | Add +9.3% | 1,375,824 | $217.02M | $157.74 | No quote |
| 16 | PFE | Pfizer Inc. | 2.99% | Reduce -0.1% | 4,851,115 | $211.75M | $43.65 | No quote |
| 17 | INTU | Intuit Inc. | 2.81% | Add +0.4% | 1,008,888 | $198.6M | $196.85 | No quote |
| 18 | WAT | Waters Corp | 2.81% | Reduce -0.2% | 1,052,521 | $198.56M | $188.65 | No quote |
| 19 | OMC | Omnicom Group Inc | 2.68% | Reduce -16.3% | 2,591,193 | $189.78M | $73.24 | No quote |
| 20 | APH | Amphenol Corp. | 2.58% | Add +0.3% | 2,249,941 | $182.29M | $81.02 | No quote |
| 21 | CTSH | Cognizant Tech Solutions | 2.56% | Add +0.3% | 2,848,740 | $180.84M | $63.48 | No quote |
| 22 | MA | Mastercard Inc. | 2.52% | Add +0.4% | 944,575 | $178.19M | $188.65 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.28% | Reduce -0.5% | 2,696,654 | $161.13M | $59.75 | No quote |
| 24 | UPS | United Parcel Svc Cl B | 2.15% | Reduce -0.6% | 1,559,111 | $152.06M | $97.53 | No quote |
| 25 | NKE | Nike Inc Cl B | 2.06% | Reduce -9.6% | 1,970,508 | $146.09M | $74.14 | No quote |
| 26 | TJX | TJX Companies Inc | 2.01% | Add +45.8% | 3,170,642 | $141.86M | $44.74 | No quote |
| 27 | TXN | Texas Instruments Inc | 1.03% | New | 771,450 | $72.9M | $94.50 | No quote |
| 28 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -0.6% | 117,240 | $15.37M | $131.12 | No quote |
| 29 | ADBE | Adobe Systems Inc. | 0.18% | Reduce -6.3% | 54,749 | $12.39M | $226.23 | No quote |
| 30 | EFX | Equifax Inc | 0.16% | Reduce -3.3% | 120,420 | $11.22M | $93.13 | No quote |
| 31 | ABT | Abbott Laboratories | 0.12% | Reduce -0.7% | 120,057 | $8.68M | $72.33 | No quote |
| 32 | KO | Coca-Cola Company | 0.12% | Reduce -0.5% | 174,043 | $8.24M | $47.35 | No quote |
| 33 | CL | Colgate-Palmolive Co | 0.10% | Reduce -3.0% | 113,389 | $6.75M | $59.52 | No quote |
| 34 | CLX | Clorox Company | 0.08% | Reduce -12.4% | 35,105 | $5.41M | $154.14 | No quote |
| 35 | TROW | T Rowe Price Group Inc | 0.05% | Reduce -9.9% | 36,111 | $3.33M | $92.33 | No quote |
| 36 | ABBV | AbbVie Inc. | 0.04% | Reduce -0.5% | 27,205 | $2.51M | $92.19 | No quote |
| 37 | PAYX | Paychex Inc. | 0.02% | Add +27.6% | 24,420 | $1.59M | $65.15 | No quote |
| 38 | RS | Reliance Steel And Aluminum Co | 0.02% | Reduce -5.5% | 21,912 | $1.56M | $71.15 | No quote |
| 39 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,000 | $1.35M | $51.96 | No quote |
| 40 | EHC | Encompass Health Corp | 0.01% | Add +16.3% | 17,130 | $1.06M | $61.70 | No quote |
| 41 | LII | Lennox International Inc. | 0.01% | Add +39.5% | 4,660 | $1.02M | $218.88 | No quote |
| 42 | BR | Broadridge Financial Solutions | 0.01% | Add +19.9% | 10,190 | $981K | $96.27 | No quote |
| 43 | ON | ON Semiconductor Corp | 0.01% | Add +22.6% | 59,061 | $975K | $16.51 | No quote |
| 44 | CBRE | CBRE Group Inc. | 0.01% | Add +10.1% | 22,480 | $900K | $40.04 | No quote |
| 45 | KR | Kroger Company | 0.01% | - | 30,730 | $845K | $27.50 | No quote |
| 46 | GPC | Genuine Parts Company | 0.01% | - | 8,620 | $828K | $96.06 | No quote |
| 47 | HSY | Hershey Co. | 0.01% | - | 7,720 | $827K | $107.12 | No quote |
| 48 | GIS | General Mills Inc. | 0.01% | Add +11.3% | 20,660 | $805K | $38.96 | No quote |
| 49 | LSTR | Landstar System Inc. | 0.01% | - | 8,180 | $783K | $95.72 | No quote |
| 50 | WU | Western Union | 0.01% | - | 45,480 | $776K | $17.06 | No quote |
| 51 | VAR | Varian Medical Systems | 0.01% | - | 6,700 | $759K | No quote | No quote |
| 52 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 11,840 | $728K | $61.49 | No quote |
| 53 | NTAP | NetApp Inc. | 0.01% | Add +65.5% | 12,030 | $718K | $59.68 | No quote |
| 54 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +11.3% | 6,810 | $706K | $103.67 | No quote |
| 55 | MIDD | Middleby Corporation | 0.01% | Add +27.7% | 6,770 | $695K | $102.66 | No quote |
| 56 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $681K | $71.53 | No quote |
| 57 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Reduce -32.6% | 4,240 | $678K | $159.91 | No quote |
| 58 | AMG | Affiliated Managers Group | 0.01% | Add +53.8% | 6,860 | $668K | $97.38 | No quote |
| 59 | CCK | Crown Holdings Inc. | 0.01% | - | 15,970 | $664K | $41.58 | No quote |
| 60 | CR | Crane Company | 0.01% | - | 9,150 | $660K | $72.13 | No quote |
| 61 | EXPD | Expeditors International of WA | 0.01% | Reduce -19.9% | 9,630 | $656K | $68.12 | No quote |
| 62 | HBI | Hanesbrands Inc. | 0.01% | - | 51,550 | $646K | No quote | No quote |
| 63 | GWW | W.W. Grainger Inc. | 0.01% | Add +38.2% | 2,280 | $644K | $282.46 | No quote |
| 64 | HAS | Hasbro Inc | 0.01% | - | 7,550 | $613K | $81.19 | No quote |
| 65 | CRI | Carters Inc | 0.01% | New | 7,350 | $600K | $81.63 | No quote |
| 66 | BBY | Best Buy Co. Inc. | 0.01% | Add +30.7% | 10,980 | $582K | $53.01 | No quote |
| 67 | CTXS | Citrix Systems Inc. | 0.01% | - | 5,550 | $569K | No quote | No quote |
| 68 | OI | Owens-Illinois Inc. | 0.01% | - | 32,620 | $562K | No quote | No quote |
| 69 | TSCO | Tractor Supply Co | 0.01% | Add +15.7% | 6,720 | $561K | $83.48 | No quote |
| 70 | FHI | Federated Investors Inc. | 0.01% | - | 20,850 | $554K | No quote | No quote |
| 71 | TDC | Teradata Corp | 0.01% | - | 13,160 | $505K | $38.37 | No quote |
| 72 | CPB | Campbell Soup Company | 0.01% | - | 14,970 | $494K | $33.00 | No quote |
| 73 | MDT | Medtronic PLC | 0.01% | Reduce -15.0% | 5,090 | $463K | $90.96 | No quote |
| 74 | MLKN | Herman Miller Inc. | 0.01% | - | 15,000 | $454K | $30.27 | No quote |
| 75 | HI | Hillenbrand Inc. | 0.01% | Reduce -41.6% | 11,420 | $433K | No quote | No quote |
| 76 | SPY | SPDR S&P 500 ETF Trust | 0.01% | New | 1,700 | $425K | $250.00 | No quote |
| 77 | TPR | Tapestry, Inc. | 0.01% | - | 12,280 | $414K | $33.71 | No quote |
| 78 | EMN | Eastman Chemical Co. | 0.01% | - | 5,380 | $393K | $73.05 | No quote |
| 84 | XLNX | Xilinx Inc | - | Sold | 0 | $0 | No quote | No quote |
| 83 | COL | Rockwell Collins Inc | - | Sold | 0 | $0 | No quote | No quote |
| 82 | PX | Praxair Inc | - | Sold | 0 | $0 | No quote | No quote |
| 81 | DWDP | DowDuPont Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 80 | CSGS | CSG Systems Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 79 | CHRW | C.H. Robinson Worldwide Inc. | - | Sold | 0 | $0 | No quote | No quote |