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 75 of 79 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.13% | Reduce -6.4% | 3,825,925 | $804.71M | $210.33 | |
| 2 | PEP | PepsiCo Inc. | 6.50% | Add +0.1% | 5,297,453 | $734.23M | $138.60 | |
| 3 | JNJ | Johnson & Johnson | 5.70% | Add +0.1% | 4,318,348 | $642.92M | $148.88 | |
| 4 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.55% | Add +0.3% | 427,532 | $626.59M | $1465.60 | |
| 5 | BDX | Becton Dickinson & Co. | 5.50% | Reduce -0.1% | 2,668,891 | $621M | $232.68 | |
| 6 | MMM | 3M Company | 4.89% | Add +0.1% | 3,443,499 | $551.58M | $160.18 | |
| 7 | NKE | Nike Inc Cl B | 4.79% | Add +0.3% | 4,307,572 | $540.77M | $125.54 | |
| 8 | ACN | Accenture Plc | 4.70% | Add +0.1% | 2,349,179 | $530.89M | $225.99 | |
| 9 | AAPL | Apple Inc. | 4.65% | Reduce -23.6%4:1 split | 4,536,562 | $525.38M | $115.81 | |
| 10 | SYK | Stryker Corp | 4.47% | Add +6.0% | 2,422,843 | $504.85M | $208.37 | |
| 11 | UNH | Unitedhealth Group Inc | 3.91% | Reduce -11.1% | 1,415,753 | $441.39M | $311.77 | |
| 12 | PFE | Pfizer Inc. | 3.63% | Add +7.3% | 11,168,803 | $409.9M | $36.70 | |
| 13 | GIS | General Mills Inc. | 3.62% | Add +8.1% | 6,617,710 | $408.18M | $61.68 | |
| 14 | CTSH | Cognizant Tech Solutions | 3.25% | Reduce 0.0% | 5,284,820 | $366.87M | $69.42 | |
| 15 | UPS | United Parcel Svc Cl B | 3.25% | Reduce -27.1% | 2,200,961 | $366.75M | $166.63 | |
| 16 | INTU | Intuit Inc. | 3.13% | Add +0.3% | 1,083,919 | $353.59M | $326.21 | |
| 17 | MA | Mastercard Inc. | 2.50% | Add +0.3% | 834,734 | $282.28M | $338.17 | |
| 18 | VFC | V.F. Corp | 2.33% | Add +0.2% | 3,750,235 | $263.45M | $70.25 | |
| 19 | PG | Procter & Gamble Co. | 2.31% | Reduce -4.3% | 1,874,956 | $260.6M | $138.99 | |
| 20 | SBUX | Starbucks Corp | 2.28% | Add +14.2% | 2,999,657 | $257.73M | $85.92 | |
| 21 | BR | Broadridge Financial Solutions | 2.23% | Add +0.5% | 1,909,854 | $252.1M | $132.00 | |
| 22 | ADP | Automatic Data Processing Inc. | 2.23% | Add +29.4% | 1,807,026 | $252.06M | $139.49 | |
| 23 | EFX | Equifax Inc | 2.12% | Add +13.0% | 1,521,920 | $238.79M | $156.90 | |
| 24 | HD | Home Depot Inc. | 1.99% | New | 809,175 | $224.72M | $277.71 | |
| 25 | TXN | Texas Instruments Inc | 1.98% | Add +0.3% | 1,567,791 | $223.87M | $142.79 | |
| 26 | TJX | TJX Companies Inc | 1.68% | Add +0.2% | 3,403,555 | $189.41M | $55.65 | |
| 27 | WM | Waste Management | 0.99% | New | 985,830 | $111.57M | $113.17 | |
| 28 | APH | Amphenol Corp. | 0.72% | Reduce -0.8% | 747,828 | $80.97M | $108.27 | |
| 29 | OMC | Omnicom Group Inc | 0.53% | Reduce -26.9% | 1,202,973 | $59.55M | $49.50 | |
| 30 | ADBE | Adobe Systems Inc. | 0.20% | Reduce -6.5% | 46,652 | $22.88M | $490.44 | |
| 31 | ECL | Ecolab Inc | 0.13% | Reduce -2.0% | 75,992 | $15.19M | $199.84 | |
| 32 | ABT | Abbott Laboratories | 0.11% | Reduce -4.3% | 109,275 | $11.89M | $108.83 | |
| 33 | ORCL | Oracle Corporation | 0.10% | Reduce -94.1% | 192,283 | $11.48M | $59.70 | |
| 34 | WAT | Waters Corp | 0.09% | Reduce -10.2% | 50,042 | $9.79M | $195.68 | |
| 35 | CL | Colgate-Palmolive Co | 0.07% | Reduce -8.1% | 104,499 | $8.06M | $77.15 | |
| 36 | EMR | Emerson Electric Co. | 0.07% | Reduce -90.8% | 120,542 | $7.9M | $65.57 | |
| 37 | KO | Coca-Cola Company | 0.06% | Reduce -7.4% | 134,930 | $6.66M | $49.37 | |
| 38 | CLX | Clorox Company | 0.05% | Reduce -8.9% | 29,000 | $6.1M | $210.17 | |
| 39 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,436 | $4.16M | $128.22 | |
| 40 | CCK | Crown Holdings Inc. | 0.02% | Add +17.8% | 31,380 | $2.41M | $76.86 | |
| 41 | EHC | Encompass Health Corp | 0.02% | Add +34.9% | 36,530 | $2.37M | $64.99 | |
| 42 | PAYX | Paychex Inc. | 0.02% | Add +5.5% | 29,090 | $2.32M | $79.79 | |
| 43 | ABBV | AbbVie Inc. | 0.02% | - | 25,405 | $2.23M | $87.58 | |
| 44 | LII | Lennox International Inc. | 0.02% | - | 7,860 | $2.14M | $272.65 | |
| 45 | LH | Laboratory Corp of America | 0.02% | Add +11.8% | 11,090 | $2.09M | $188.28 | |
| 46 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -10.9% | 34,973 | $2.01M | $57.53 | |
| 47 | GPC | Genuine Parts Company | 0.02% | Add +21.2% | 20,850 | $1.98M | $95.16 | |
| 48 | EXPD | Expeditors International of WA | 0.02% | Add +15.1% | 21,490 | $1.95M | $90.51 | |
| 49 | HRC | Hill-Rom Holdings Inc. | 0.02% | Add +70.5% | 22,970 | $1.92M | No quote | No quote |
| 51 | LIN | Linde plc SH | 0.02% | Reduce -8.9% | 8,020 | $1.91M | $238.15 | |
| 50 | CBRE | CBRE Group Inc. | 0.02% | Add +13.3% | 40,670 | $1.91M | $46.96 | |
| 52 | CPRT | Copart Inc. (DE) | 0.02% | Add +26.3% | 18,050 | $1.9M | $105.15 | |
| 53 | ON | ON Semiconductor Corp | 0.02% | Add +12.1% | 82,391 | $1.79M | $21.69 | |
| 54 | CPB | Campbell Soup Company | 0.02% | Add +51.0% | 35,270 | $1.71M | $48.37 | |
| 55 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -2.8% | 15,110 | $1.68M | $111.32 | |
| 56 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 27,175 | $1.64M | $60.28 | |
| 57 | K | Kellogg Company | 0.01% | Add +48.0% | 25,330 | $1.64M | No quote | No quote |
| 58 | DCI | Donaldson Co. Inc. | 0.01% | Add +55.7% | 33,570 | $1.56M | $46.41 | |
| 59 | FFIV | F5 Networks Inc. | 0.01% | Add +48.4% | 12,360 | $1.52M | $122.73 | |
| 60 | HAS | Hasbro Inc | 0.01% | Add +40.7% | 18,230 | $1.51M | $82.72 | |
| 61 | LSTR | Landstar System Inc. | 0.01% | - | 11,730 | $1.47M | $125.49 | |
| 62 | KR | Kroger Company | 0.01% | Add +45.5% | 42,760 | $1.45M | $33.91 | |
| 63 | LEVI | Levi Strauss & Co | 0.01% | Add +81.0% | 105,570 | $1.42M | $13.40 | |
| 64 | CHD | Church & Dwight Co Inc | 0.01% | - | 14,590 | $1.37M | $93.69 | |
| 65 | TSCO | Tractor Supply Co | 0.01% | Reduce -6.6% | 9,500 | $1.36M | $143.37 | |
| 66 | GWW | W.W. Grainger Inc. | 0.01% | - | 3,700 | $1.32M | $356.76 | |
| 67 | CRI | Carters Inc | 0.01% | Add +11.6% | 15,090 | $1.31M | $86.55 | |
| 68 | MMS | MAXIMUS, Inc. | 0.01% | New | 16,730 | $1.14M | $68.38 | |
| 69 | MCHP | Microchip Technology Inc | 0.01% | New | 10,040 | $1.03M | $102.79 | |
| 70 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 6,710 | $1.03M | $152.91 | |
| 71 | XLNX | Xilinx Inc | 0.01% | Add +36.5% | 8,760 | $913K | No quote | No quote |
| 72 | TDC | Teradata Corp | 0.01% | Add +25.4% | 34,760 | $789K | $22.70 | |
| 73 | NTAP | NetApp Inc. | 0.01% | Add +25.7% | 17,400 | $763K | $43.85 | |
| 74 | MLKN | Herman Miller Inc. | 0.01% | - | 19,620 | $592K | $30.17 | |
| 75 | TSM | Taiwan Semiconductor Manuf ADR | 0.00% | Add +80.8% | 6,670 | $541K | $81.11 | |
| 76 | MDT | Medtronic PLC | 0.00% | - | 5,090 | $529K | $103.93 | |
| 77 | VRSK | Verisk Analytics Inc | 0.00% | New | 2,370 | $439K | $185.23 | |
| 78 | RS | Reliance Steel And Aluminum Co | 0.00% | Reduce -2.5% | 4,201 | $429K | $102.12 | |
| 79 | VAR | Varian Medical Systems | - | Sold | 0 | $0 | No quote | No quote |