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 79 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.01% | Add +6.2% | 4,586,088 | $614.35M | $133.96 | No quote |
| 2 | PEP | PepsiCo Inc. | 6.67% | Add +3.7% | 4,457,400 | $584.5M | $131.13 | No quote |
| 3 | BDX | Becton Dickinson & Co. | 6.63% | Add +6.9% | 2,306,936 | $581.37M | $252.01 | No quote |
| 4 | UTX | United Technologies Corp | 5.90% | Add +24.7% | 3,968,549 | $516.71M | No quote | No quote |
| 5 | ORCL | Oracle Corporation | 5.18% | Add +6.4% | 7,973,375 | $454.24M | $56.97 | No quote |
| 6 | UNH | Unitedhealth Group Inc | 5.06% | Add +13.8% | 1,817,289 | $443.44M | $244.01 | No quote |
| 7 | SYK | Stryker Corp | 4.85% | Reduce -4.4% | 2,068,565 | $425.26M | $205.58 | No quote |
| 8 | JNJ | Johnson & Johnson | 4.61% | Add +23.6% | 2,903,660 | $404.42M | $139.28 | No quote |
| 9 | MMM | 3M Company | 4.54% | Add +15.8% | 2,296,670 | $398.11M | $173.34 | No quote |
| 10 | ECL | Ecolab Inc | 4.42% | Reduce -16.6% | 1,959,938 | $386.97M | $197.44 | No quote |
| 11 | ACN | Accenture Plc | 4.00% | Add +1.9% | 1,897,836 | $350.66M | $184.77 | No quote |
| 12 | AAPL | Apple Inc. | 3.55% | Add +8.7% | 1,572,147 | $311.16M | $197.92 | No quote |
| 13 | PG | Procter & Gamble Co. | 3.23% | Reduce -3.7% | 2,585,267 | $283.48M | $109.65 | No quote |
| 14 | PFE | Pfizer Inc. | 3.17% | Add +24.6% | 6,414,753 | $277.89M | $43.32 | No quote |
| 15 | CTSH | Cognizant Tech Solutions | 3.17% | Add +23.1% | 4,382,086 | $277.78M | $63.39 | No quote |
| 16 | OMC | Omnicom Group Inc | 3.14% | Add +23.7% | 3,362,378 | $275.55M | $81.95 | No quote |
| 17 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.79% | Add +2.1% | 226,079 | $244.8M | $1082.80 | No quote |
| 18 | EMR | Emerson Electric Co. | 2.66% | Add +23.7% | 3,490,998 | $232.92M | $66.72 | No quote |
| 19 | UPS | United Parcel Svc Cl B | 2.41% | Add +24.8% | 2,045,321 | $211.22M | $103.27 | No quote |
| 20 | MA | Mastercard Inc. | 2.35% | Reduce -17.3% | 779,627 | $206.24M | $264.53 | No quote |
| 21 | NKE | Nike Inc Cl B | 2.31% | Add +22.6% | 2,409,693 | $202.29M | $83.95 | No quote |
| 22 | TJX | TJX Companies Inc | 1.94% | Add +1.8% | 3,218,310 | $170.18M | $52.88 | No quote |
| 23 | APH | Amphenol Corp. | 1.93% | Reduce -21.3% | 1,761,103 | $168.96M | $95.94 | No quote |
| 24 | BR | Broadridge Financial Solutions, Inc. | 1.71% | Add +39.0% | 1,171,813 | $149.62M | $127.68 | No quote |
| 25 | VFC | V.F. Corp | 1.70% | Add +75.8% | 1,710,220 | $149.39M | $87.35 | No quote |
| 26 | INTU | Intuit Inc. | 1.49% | Reduce -33.7% | 499,215 | $130.46M | $261.33 | No quote |
| 27 | WAT | Waters Corp | 1.10% | Add +1.4% | 446,637 | $96.13M | $215.24 | No quote |
| 28 | TXN | Texas Instruments Inc | 1.03% | Add +1.4% | 789,447 | $90.6M | $114.76 | No quote |
| 29 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -0.8% | 115,175 | $19.04M | $165.33 | No quote |
| 30 | EFX | Equifax Inc | 0.18% | Reduce -0.1% | 118,745 | $16.06M | $135.24 | No quote |
| 31 | ADBE | Adobe Systems Inc. | 0.18% | Reduce -0.5% | 53,111 | $15.65M | $294.65 | No quote |
| 32 | ABT | Abbott Laboratories | 0.11% | Reduce -1.0% | 117,702 | $9.9M | $84.10 | No quote |
| 33 | CL | Colgate-Palmolive Co | 0.09% | Reduce -0.4% | 112,159 | $8.04M | $71.67 | No quote |
| 34 | KO | Coca-Cola Company | 0.09% | - | 155,329 | $7.91M | $50.92 | No quote |
| 35 | CLX | Clorox Company | 0.06% | Reduce -0.8% | 34,470 | $5.28M | $153.12 | No quote |
| 36 | LIN | Linde plc SH | 0.04% | Reduce -99.2% | 18,730 | $3.76M | $200.80 | No quote |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | Reduce -9.2% | 32,781 | $3.6M | $109.70 | No quote |
| 38 | PAYX | Paychex Inc. | 0.02% | - | 24,420 | $2.01M | $82.31 | No quote |
| 39 | ABBV | AbbVie Inc. | 0.02% | Reduce -0.8% | 25,405 | $1.85M | $72.70 | No quote |
| 40 | RS | Reliance Steel And Aluminum Co | 0.02% | Reduce -16.2% | 15,522 | $1.47M | $94.64 | No quote |
| 41 | EHC | Encompass Health Corp | 0.02% | Add +7.9% | 21,920 | $1.39M | $63.37 | No quote |
| 42 | CBRE | CBRE Group Inc. | 0.02% | Add +7.5% | 26,560 | $1.36M | $51.32 | No quote |
| 43 | GIS | General Mills Inc. | 0.01% | - | 24,420 | $1.28M | $52.54 | No quote |
| 44 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,000 | $1.18M | $45.35 | No quote |
| 45 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 11,840 | $1.17M | $98.48 | No quote |
| 46 | HSY | Hershey Co. | 0.01% | - | 8,360 | $1.12M | $133.97 | No quote |
| 47 | LII | Lennox International Inc. | 0.01% | Reduce -7.9% | 3,980 | $1.1M | $275.13 | No quote |
| 48 | MIDD | Middleby Corporation | 0.01% | - | 8,060 | $1.09M | $135.73 | No quote |
| 49 | TSCO | Tractor Supply Co | 0.01% | - | 9,420 | $1.03M | $108.81 | No quote |
| 50 | GPC | Genuine Parts Company | 0.01% | - | 9,450 | $979K | $103.60 | No quote |
| 51 | CCK | Crown Holdings Inc. | 0.01% | - | 15,970 | $976K | $61.11 | No quote |
| 52 | HAS | Hasbro Inc | 0.01% | - | 9,130 | $965K | $105.70 | No quote |
| 53 | LSTR | Landstar System Inc. | 0.01% | - | 8,860 | $957K | $108.01 | No quote |
| 54 | ON | ON Semiconductor Corp | 0.01% | Reduce -8.1% | 46,561 | $941K | $20.21 | No quote |
| 55 | NTAP | NetApp Inc. | 0.01% | Add +11.6% | 14,960 | $923K | $61.70 | No quote |
| 56 | TDC | Teradata Corp | 0.01% | Add +67.2% | 25,440 | $912K | $35.85 | No quote |
| 57 | LH | Laboratory Corp of America | 0.01% | New | 5,210 | $901K | $172.94 | No quote |
| 58 | BBY | Best Buy Co. Inc. | 0.01% | - | 12,580 | $877K | $69.71 | No quote |
| 59 | KR | Kroger Company | 0.01% | Add +10.3% | 39,810 | $864K | $21.70 | No quote |
| 60 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $828K | $86.97 | No quote |
| 61 | CRI | Carters Inc | 0.01% | Add +14.2% | 8,390 | $818K | $97.50 | No quote |
| 62 | EXPD | Expeditors International of WA | 0.01% | - | 10,360 | $786K | $75.87 | No quote |
| 63 | ROK | Rockwell Automation Inc. | 0.01% | New | 4,730 | $775K | $163.85 | No quote |
| 64 | MLKN | Herman Miller Inc. | 0.01% | Reduce -11.4% | 16,840 | $753K | $44.72 | No quote |
| 65 | GWW | W.W. Grainger Inc. | 0.01% | - | 2,760 | $740K | $268.12 | No quote |
| 66 | VAR | Varian Medical Systems | 0.01% | Reduce -10.9% | 5,390 | $734K | No quote | No quote |
| 67 | CBRL | Cracker Barrel Old Country Store inc | 0.01% | - | 4,240 | $724K | $170.75 | No quote |
| 68 | WU | Western Union | 0.01% | Reduce -12.0% | 35,690 | $710K | $19.89 | No quote |
| 69 | CTXS | Citrix Systems Inc. | 0.01% | Add +15.6% | 7,040 | $691K | No quote | No quote |
| 70 | AMG | Affiliated Managers Group | 0.01% | - | 6,860 | $632K | $92.13 | No quote |
| 71 | CPB | Campbell Soup Company | 0.01% | - | 14,970 | $600K | $40.08 | No quote |
| 72 | OI | Owens-Illinois Inc. | 0.01% | - | 32,620 | $563K | No quote | No quote |
| 73 | HBI | Hanesbrands Inc. | 0.01% | - | 30,380 | $523K | No quote | No quote |
| 74 | MDT | Medtronic PLC | 0.01% | - | 5,090 | $496K | $97.45 | No quote |
| 75 | EMN | Eastman Chemical Co. | 0.01% | - | 6,100 | $475K | $77.87 | No quote |
| 76 | FHI | Federated Investors Inc. | 0.00% | Reduce -42.7% | 11,950 | $388K | No quote | No quote |
| 77 | CR | Crane Company | 0.00% | Reduce -44.3% | 4,490 | $375K | $83.52 | No quote |
| 79 | ZBH | Zimmer Biomet Holdings Inc | - | Sold | 0 | $0 | No quote | No quote |
| 78 | TPR | Tapestry, Inc. | - | Sold | 0 | $0 | No quote | No quote |