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 70 of 79 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.96% | Reduce -3.2% | 4,086,908 | $831.73M | $203.51 | |
| 2 | PEP | PepsiCo Inc. | 6.70% | Add +0.2% | 5,289,882 | $699.64M | $132.26 | |
| 3 | BDX | Becton Dickinson & Co. | 6.12% | Reduce -0.1% | 2,671,628 | $639.24M | $239.27 | |
| 4 | JNJ | Johnson & Johnson | 5.81% | Reduce -0.1% | 4,314,368 | $606.73M | $140.63 | |
| 5 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.79% | Add +0.2% | 426,374 | $604.62M | $1418.05 | |
| 6 | AAPL | Apple Inc. | 5.18% | Reduce -0.0% | 1,483,804 | $541.29M | $364.80 | |
| 7 | MMM | 3M Company | 5.14% | Add +0.2% | 3,439,064 | $536.46M | $155.99 | |
| 8 | ACN | Accenture Plc | 4.82% | Add +0.2% | 2,346,548 | $503.85M | $214.72 | |
| 9 | UNH | Unitedhealth Group Inc | 4.50% | Add +5.1% | 1,593,018 | $469.86M | $294.95 | |
| 10 | NKE | Nike Inc Cl B | 4.03% | Add +0.1% | 4,296,162 | $421.24M | $98.05 | |
| 11 | SYK | Stryker Corp | 3.94% | Add +26.4% | 2,286,403 | $411.99M | $180.19 | |
| 12 | GIS | General Mills Inc. | 3.61% | Add +7.2% | 6,122,089 | $377.43M | $61.65 | |
| 13 | PFE | Pfizer Inc. | 3.26% | Add +6.7% | 10,406,823 | $340.3M | $32.70 | |
| 14 | UPS | United Parcel Svc Cl B | 3.21% | Reduce -0.7% | 3,018,976 | $335.65M | $111.18 | |
| 15 | INTU | Intuit Inc. | 3.06% | Add +0.1% | 1,080,829 | $320.13M | $296.19 | |
| 16 | CTSH | Cognizant Tech Solutions | 2.87% | Reduce -0.1% | 5,284,840 | $300.29M | $56.82 | |
| 17 | MA | Mastercard Inc. | 2.36% | Add +0.1% | 832,639 | $246.21M | $295.70 | |
| 18 | BR | Broadridge Financial Solutions | 2.30% | Add +0.2% | 1,901,214 | $239.91M | $126.19 | |
| 19 | PG | Procter & Gamble Co. | 2.24% | Add +200.3% | 1,958,251 | $234.15M | $119.57 | |
| 20 | EFX | Equifax Inc | 2.22% | Add +117.0% | 1,347,335 | $231.58M | $171.88 | |
| 21 | VFC | V.F. Corp | 2.18% | Add +0.2% | 3,742,735 | $228.08M | $60.94 | |
| 22 | ADP | Automatic Data Processing Inc. | 1.99% | Add +0.2% | 1,396,294 | $207.89M | $148.89 | |
| 23 | TXN | Texas Instruments Inc | 1.90% | Add +0.3% | 1,563,711 | $198.54M | $126.97 | |
| 24 | SBUX | Starbucks Corp | 1.85% | New | 2,627,865 | $193.39M | $73.59 | |
| 25 | ORCL | Oracle Corporation | 1.73% | Reduce -0.4% | 3,278,006 | $181.18M | $55.27 | |
| 26 | TJX | TJX Companies Inc | 1.64% | Add +0.1% | 3,397,645 | $171.79M | $50.56 | |
| 27 | OMC | Omnicom Group Inc | 0.86% | Reduce -53.3% | 1,646,438 | $89.9M | $54.60 | |
| 28 | EMR | Emerson Electric Co. | 0.78% | Reduce -56.4% | 1,305,375 | $80.97M | $62.03 | |
| 29 | APH | Amphenol Corp. | 0.69% | Reduce -0.5% | 753,993 | $72.24M | $95.81 | |
| 30 | ADBE | Adobe Systems Inc. | 0.21% | - | 49,922 | $21.73M | $435.32 | |
| 31 | ECL | Ecolab Inc | 0.15% | Reduce -63.2% | 77,552 | $15.43M | $198.95 | |
| 32 | ABT | Abbott Laboratories | 0.10% | - | 114,175 | $10.44M | $91.43 | |
| 33 | WAT | Waters Corp | 0.10% | Reduce -2.5% | 55,702 | $10.05M | $180.41 | |
| 34 | CL | Colgate-Palmolive Co | 0.08% | - | 113,699 | $8.33M | $73.26 | |
| 35 | CLX | Clorox Company | 0.07% | - | 31,820 | $6.98M | $219.36 | |
| 36 | KO | Coca-Cola Company | 0.06% | Reduce -1.7% | 145,712 | $6.51M | $44.68 | |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,436 | $4.01M | $123.50 | |
| 38 | ABBV | AbbVie Inc. | 0.02% | - | 25,405 | $2.49M | $98.17 | |
| 39 | RTX | Raytheon Technologies Corp | 0.02% | New | 39,273 | $2.42M | $61.62 | |
| 40 | PAYX | Paychex Inc. | 0.02% | Add +5.8% | 27,570 | $2.09M | $75.73 | |
| 41 | LIN | Linde plc SH | 0.02% | - | 8,800 | $1.87M | $212.16 | |
| 42 | LII | Lennox International Inc. | 0.02% | Add +42.9% | 7,860 | $1.83M | $232.95 | |
| 43 | CCK | Crown Holdings Inc. | 0.02% | Add +9.4% | 26,630 | $1.73M | $65.11 | |
| 44 | EHC | Encompass Health Corp | 0.02% | Add +19.2% | 27,080 | $1.68M | $61.93 | |
| 45 | LH | Laboratory Corp of America | 0.02% | Add +18.4% | 9,920 | $1.65M | $166.13 | |
| 46 | CBRE | CBRE Group Inc. | 0.02% | Add +6.7% | 35,900 | $1.62M | $45.21 | |
| 47 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 27,175 | $1.6M | $58.80 | |
| 48 | VAR | Varian Medical Systems | 0.02% | Add +13.7% | 13,010 | $1.59M | No quote | No quote |
| 49 | GPC | Genuine Parts Company | 0.01% | Add +16.1% | 17,200 | $1.5M | $86.98 | |
| 50 | HRC | Hill-Rom Holdings Inc. | 0.01% | Add +92.7% | 13,470 | $1.48M | No quote | No quote |
| 51 | ON | ON Semiconductor Corp | 0.01% | Add +15.0% | 73,471 | $1.46M | $19.82 | |
| 52 | EXPD | Expeditors International of WA | 0.01% | Add +11.6% | 18,670 | $1.42M | $76.06 | |
| 53 | BBY | Best Buy Co. Inc. | 0.01% | Add +0.8% | 15,550 | $1.36M | $87.27 | |
| 54 | TSCO | Tractor Supply Co | 0.01% | Reduce -30.6% | 10,170 | $1.34M | $131.76 | |
| 55 | LSTR | Landstar System Inc. | 0.01% | Add +3.4% | 11,730 | $1.32M | $112.28 | |
| 56 | CPRT | Copart Inc. (DE) | 0.01% | Add +181.8% | 14,290 | $1.19M | $83.28 | |
| 58 | GWW | W.W. Grainger Inc. | 0.01% | Add +3.9% | 3,700 | $1.16M | $314.05 | |
| 57 | FFIV | F5 Networks Inc. | 0.01% | Add +45.6% | 8,330 | $1.16M | $139.50 | |
| 59 | CPB | Campbell Soup Company | 0.01% | Add +27.5% | 23,350 | $1.16M | $49.64 | |
| 60 | K | Kellogg Company | 0.01% | Add +16.0% | 17,110 | $1.13M | No quote | No quote |
| 61 | CHD | Church & Dwight Co Inc | 0.01% | Add +181.7% | 14,590 | $1.13M | $77.31 | |
| 62 | CRI | Carters Inc | 0.01% | Add +8.3% | 13,520 | $1.09M | $80.70 | |
| 63 | DCI | Donaldson Co. Inc. | 0.01% | Add +72.3% | 21,560 | $1M | $46.52 | |
| 64 | KR | Kroger Company | 0.01% | Add +4.7% | 29,390 | $995K | $33.86 | |
| 65 | HAS | Hasbro Inc | 0.01% | Add +27.3% | 12,960 | $971K | $74.92 | |
| 66 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Reduce -15.5% | 6,710 | $902K | $134.43 | |
| 67 | LEVI | Levi Strauss & Co | 0.01% | New | 58,330 | $782K | $13.41 | |
| 68 | XLNX | Xilinx Inc | 0.01% | Add +16.3% | 6,420 | $632K | No quote | No quote |
| 69 | NTAP | NetApp Inc. | 0.01% | Add +7.5% | 13,840 | $614K | $44.36 | |
| 70 | TDC | Teradata Corp | 0.01% | Add +6.6% | 27,710 | $576K | $20.79 | |
| 71 | MDT | Medtronic PLC | 0.00% | - | 5,090 | $467K | $91.75 | |
| 72 | MLKN | Herman Miller Inc. | 0.00% | - | 19,620 | $463K | $23.60 | |
| 73 | RS | Reliance Steel And Aluminum Co | 0.00% | Reduce -44.1% | 4,311 | $409K | $94.87 | |
| 74 | TSM | Taiwan Semiconductor Manuf ADS | 0.00% | New | 3,690 | $209K | $56.64 | |
| 79 | WU | Western Union | - | Sold | 0 | $0 | No quote | No quote |
| 78 | UTX | United Technologies Corp | - | Sold | 0 | $0 | No quote | No quote |
| 77 | MIDD | Middleby Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 76 | HBI | Hanesbrands Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 75 | CTXS | Citrix Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |