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.
Get email alerts when Jensen Investment Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 68 of 79 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.46% | Reduce -5.6% | 4,220,466 | $665.61M | $157.71 | |
| 2 | PEP | PepsiCo Inc. | 7.10% | Add +10.2% | 5,279,378 | $634.05M | $120.10 | |
| 3 | BDX | Becton Dickinson & Co. | 6.88% | Add +6.7% | 2,674,584 | $614.54M | $229.77 | |
| 4 | JNJ | Johnson & Johnson | 6.34% | Add +11.0% | 4,318,640 | $566.3M | $131.13 | |
| 5 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.54% | Add +28.1% | 425,460 | $494.36M | $1161.95 | |
| 6 | MMM | 3M Company | 5.25% | Add +11.6% | 3,433,474 | $468.7M | $136.51 | |
| 7 | ACN | Accenture Plc | 4.28% | Add +15.2% | 2,342,903 | $382.5M | $163.26 | |
| 8 | UTX | United Technologies Corp | 4.26% | Add +1.8% | 4,029,413 | $380.09M | No quote | No quote |
| 9 | UNH | Unitedhealth Group Inc | 4.23% | Add +1.7% | 1,515,333 | $377.89M | $249.38 | |
| 10 | AAPL | Apple Inc. | 4.23% | Reduce -7.5% | 1,484,004 | $377.37M | $254.29 | |
| 11 | NKE | Nike Inc Cl B | 3.98% | Add +23.5% | 4,291,312 | $355.06M | $82.74 | |
| 12 | PFE | Pfizer Inc. | 3.56% | Add +9.8% | 9,749,740 | $318.23M | $32.64 | |
| 13 | GIS | General Mills Inc. | 3.38% | Add +11.1% | 5,712,265 | $301.44M | $52.77 | |
| 14 | SYK | Stryker Corp | 3.37% | Add +39.6% | 1,808,115 | $301.03M | $166.49 | |
| 15 | UPS | United Parcel Svc Cl B | 3.18% | Add +12.4% | 3,041,296 | $284.12M | $93.42 | |
| 16 | INTU | Intuit Inc. | 2.78% | Add +11.0% | 1,079,482 | $248.28M | $230.00 | |
| 17 | CTSH | Cognizant Tech Solutions | 2.75% | Add +10.6% | 5,291,716 | $245.91M | $46.47 | |
| 18 | VFC | V.F. Corp | 2.26% | Add +12.2% | 3,736,160 | $202.05M | $54.08 | |
| 19 | MA | Mastercard Inc. | 2.25% | Add +31.9% | 832,189 | $201.02M | $241.56 | |
| 20 | OMC | Omnicom Group Inc | 2.17% | Add +1.6% | 3,528,448 | $193.71M | $54.90 | |
| 21 | ADP | Automatic Data Processing Inc. | 2.13% | Add +1123.6% | 1,393,325 | $190.44M | $136.68 | |
| 22 | BR | Broadridge Financial Solutions | 2.02% | Add +14.6% | 1,898,168 | $180M | $94.83 | |
| 23 | TJX | TJX Companies Inc | 1.82% | Add +41.9% | 3,394,165 | $162.28M | $47.81 | |
| 24 | ORCL | Oracle Corporation | 1.78% | Reduce -48.4% | 3,292,616 | $159.13M | $48.33 | |
| 25 | TXN | Texas Instruments Inc | 1.75% | Add +18.3% | 1,559,826 | $155.87M | $99.93 | |
| 26 | EMR | Emerson Electric Co. | 1.60% | Add +0.5% | 2,994,710 | $142.7M | $47.65 | |
| 27 | EFX | Equifax Inc | 0.83% | Add +430.4% | 621,043 | $74.18M | $119.45 | |
| 28 | PG | Procter & Gamble Co. | 0.80% | Reduce -11.0% | 652,046 | $71.73M | $110.00 | |
| 29 | APH | Amphenol Corp. | 0.62% | Reduce -18.9% | 758,033 | $55.25M | $72.88 | |
| 30 | ECL | Ecolab Inc | 0.37% | Reduce -75.8% | 210,852 | $32.86M | $155.83 | |
| 31 | ADBE | Adobe Systems Inc. | 0.18% | Reduce -5.2% | 49,922 | $15.89M | $318.24 | |
| 32 | WAT | Waters Corp | 0.12% | Reduce -76.8% | 57,148 | $10.4M | $182.05 | |
| 33 | ABT | Abbott Laboratories | 0.10% | Reduce -0.6% | 114,175 | $9.01M | $78.91 | |
| 34 | CL | Colgate-Palmolive Co | 0.08% | Add +2.5% | 113,699 | $7.55M | $66.36 | |
| 35 | KO | Coca-Cola Company | 0.07% | Reduce -1.2% | 148,262 | $6.56M | $44.25 | |
| 36 | CLX | Clorox Company | 0.06% | Reduce -5.6% | 31,820 | $5.51M | $173.26 | |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | Reduce -0.9% | 32,436 | $3.17M | $97.64 | |
| 38 | ABBV | AbbVie Inc. | 0.02% | - | 25,405 | $1.94M | $76.21 | |
| 39 | PAYX | Paychex Inc. | 0.02% | - | 26,060 | $1.64M | $62.93 | |
| 40 | LIN | Linde plc SH | 0.02% | Reduce -50.8% | 8,800 | $1.52M | $172.95 | |
| 41 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 27,175 | $1.52M | $55.75 | |
| 42 | EHC | Encompass Health Corp | 0.02% | Reduce -10.3% | 22,710 | $1.45M | $64.02 | |
| 43 | CCK | Crown Holdings Inc. | 0.02% | Add +15.8% | 24,330 | $1.41M | $58.04 | |
| 44 | CBRE | CBRE Group Inc. | 0.01% | Add +16.2% | 33,650 | $1.27M | $37.71 | |
| 45 | TSCO | Tractor Supply Co | 0.01% | - | 14,660 | $1.24M | $84.58 | |
| 46 | VAR | Varian Medical Systems | 0.01% | - | 11,440 | $1.17M | No quote | No quote |
| 47 | EXPD | Expeditors International of WA | 0.01% | - | 16,730 | $1.12M | $66.71 | |
| 48 | LSTR | Landstar System Inc. | 0.01% | - | 11,340 | $1.09M | $95.86 | |
| 49 | LH | Laboratory Corp of America | 0.01% | Add +1.2% | 8,380 | $1.06M | $126.37 | |
| 50 | LII | Lennox International Inc. | 0.01% | Add +48.3% | 5,500 | $1M | $181.82 | |
| 51 | GPC | Genuine Parts Company | 0.01% | Add +8.4% | 14,820 | $998K | $67.34 | |
| 53 | GWW | W.W. Grainger Inc. | 0.01% | - | 3,560 | $885K | $248.60 | |
| 52 | K | Kellogg Company | 0.01% | Add +49.0% | 14,750 | $885K | No quote | No quote |
| 54 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -7.4% | 15,430 | $880K | $57.03 | |
| 55 | CPB | Campbell Soup Company | 0.01% | Reduce -20.3% | 18,320 | $846K | $46.18 | |
| 56 | KR | Kroger Company | 0.01% | Reduce -26.1% | 28,060 | $845K | $30.11 | |
| 57 | CRI | Carters Inc | 0.01% | - | 12,490 | $821K | $65.73 | |
| 58 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Reduce -21.1% | 7,940 | $813K | $102.39 | |
| 59 | ON | ON Semiconductor Corp | 0.01% | Reduce -5.8% | 63,871 | $795K | $12.45 | |
| 60 | HAS | Hasbro Inc | 0.01% | - | 10,180 | $728K | $71.51 | |
| 61 | HRC | Hill-Rom Holdings Inc. | 0.01% | New | 6,990 | $703K | No quote | No quote |
| 62 | RS | Reliance Steel And Aluminum Co | 0.01% | Reduce -4.5% | 7,711 | $675K | $87.54 | |
| 63 | FFIV | F5 Networks Inc. | 0.01% | Add +18.7% | 5,720 | $610K | $106.64 | |
| 64 | CTXS | Citrix Systems Inc. | 0.01% | Reduce -46.0% | 3,800 | $538K | No quote | No quote |
| 65 | NTAP | NetApp Inc. | 0.01% | - | 12,870 | $537K | $41.72 | |
| 66 | TDC | Teradata Corp | 0.01% | - | 26,000 | $533K | $20.50 | |
| 67 | DCI | Donaldson Co. Inc. | 0.01% | Add +51.6% | 12,510 | $483K | $38.61 | |
| 68 | MDT | Medtronic PLC | 0.01% | - | 5,090 | $459K | $90.18 | |
| 69 | MIDD | Middleby Corporation | 0.00% | Reduce -10.8% | 7,720 | $439K | $56.87 | |
| 70 | MLKN | Herman Miller Inc. | 0.00% | Add +16.5% | 19,620 | $436K | $22.22 | |
| 71 | XLNX | Xilinx Inc | 0.00% | New | 5,520 | $430K | No quote | No quote |
| 72 | HBI | Hanesbrands Inc. | 0.00% | Add +18.3% | 52,360 | $412K | No quote | No quote |
| 73 | CPRT | Copart Inc. (DE) | 0.00% | New | 5,070 | $347K | $68.44 | |
| 74 | CHD | Church & Dwight Co Inc | 0.00% | New | 5,180 | $332K | $64.09 | |
| 75 | WU | Western Union | 0.00% | Reduce -50.0% | 13,480 | $244K | $18.10 | |
| 79 | SBUX | Starbucks Corp | - | Sold | 0 | $0 | No quote | No quote |
| 78 | ROK | Rockwell Automation Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 77 | CBRL | Cracker Barrel Old Country Sto | - | Sold | 0 | $0 | No quote | No quote |
| 76 | CHH | Choice Hotels Intl | - | Sold | 0 | $0 | No quote | No quote |