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 74 of 78 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.08% | Add +0.4% | 3,842,457 | $854.64M | $222.42 | |
| 2 | PEP | PepsiCo Inc. | 6.54% | Add +0.5% | 5,322,282 | $789.29M | $148.30 | |
| 3 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.24% | Add +0.5% | 429,507 | $752.77M | $1752.64 | |
| 4 | JNJ | Johnson & Johnson | 5.66% | Add +0.4% | 4,337,501 | $682.64M | $157.38 | |
| 5 | BDX | Becton Dickinson & Co. | 5.56% | Add +0.5% | 2,681,231 | $670.9M | $250.22 | |
| 6 | MMM | 3M Company | 5.01% | Add +0.5% | 3,460,042 | $604.78M | $174.79 | |
| 7 | SYK | Stryker Corp | 4.95% | Add +0.5% | 2,435,808 | $596.87M | $245.04 | |
| 8 | AAPL | Apple Inc. | 4.79% | Reduce -4.0% | 4,357,497 | $578.2M | $132.69 | |
| 9 | ACN | Accenture Plc | 4.64% | Reduce -8.7% | 2,146,080 | $560.58M | $261.21 | |
| 10 | NKE | Nike Inc Cl B | 4.36% | Reduce -13.6% | 3,723,840 | $526.81M | $141.47 | |
| 11 | UNH | Unitedhealth Group Inc | 4.13% | Add +0.4% | 1,421,649 | $498.54M | $350.68 | |
| 12 | CTSH | Cognizant Tech Solutions | 3.60% | Add +0.4% | 5,307,556 | $434.95M | $81.95 | |
| 13 | INTU | Intuit Inc. | 3.43% | Add +0.5% | 1,089,007 | $413.66M | $379.85 | |
| 14 | PFE | Pfizer Inc. | 3.42% | Reduce -4.7%1.054:1 split | 11,223,611 | $413.14M | $36.81 | |
| 15 | GIS | General Mills Inc. | 3.24% | Add +0.6% | 6,660,181 | $391.62M | $58.80 | |
| 16 | SBUX | Starbucks Corp | 2.67% | Add +0.5% | 3,014,664 | $322.51M | $106.98 | |
| 17 | ADP | Automatic Data Processing Inc. | 2.65% | Add +0.5% | 1,815,295 | $319.86M | $176.20 | |
| 18 | MA | Mastercard Inc. | 2.48% | Add +0.5% | 838,650 | $299.35M | $356.94 | |
| 19 | EFX | Equifax Inc | 2.45% | Add +0.8% | 1,534,741 | $295.96M | $192.84 | |
| 20 | BR | Broadridge Financial Solutions | 2.44% | Add +0.7% | 1,923,880 | $294.74M | $153.20 | |
| 21 | HD | Home Depot Inc. | 2.19% | Add +22.8% | 993,325 | $263.85M | $265.62 | |
| 22 | TXN | Texas Instruments Inc | 2.14% | Add +0.5% | 1,575,249 | $258.55M | $164.13 | |
| 23 | UPS | United Parcel Svc Cl B | 2.03% | Reduce -34.0% | 1,451,795 | $244.48M | $168.40 | |
| 24 | PG | Procter & Gamble Co. | 1.99% | Reduce -8.1% | 1,723,529 | $239.81M | $139.14 | |
| 25 | TJX | TJX Companies Inc | 1.93% | Add +0.5% | 3,418,747 | $233.47M | $68.29 | |
| 26 | VFC | V.F. Corp | 1.36% | Reduce -48.6% | 1,927,976 | $164.67M | $85.41 | |
| 27 | WM | Waste Management | 1.26% | Add +31.3% | 1,294,094 | $152.61M | $117.93 | |
| 28 | ADBE | Adobe Systems Inc. | 0.19% | Reduce -0.5% | 46,407 | $23.21M | $500.12 | |
| 29 | ECL | Ecolab Inc | 0.14% | Reduce -0.0% | 75,966 | $16.44M | $216.36 | |
| 30 | ORCL | Oracle Corporation | 0.10% | - | 192,283 | $12.44M | $64.69 | |
| 31 | WAT | Waters Corp | 0.10% | Reduce -0.7% | 49,692 | $12.3M | $247.42 | |
| 32 | ABT | Abbott Laboratories | 0.10% | Add +0.1% | 109,425 | $11.98M | $109.49 | |
| 33 | APH | Amphenol Corp. | 0.08% | Reduce -89.9% | 75,451 | $9.87M | $130.77 | |
| 34 | CL | Colgate-Palmolive Co | 0.07% | - | 104,499 | $8.94M | $85.51 | |
| 35 | EMR | Emerson Electric Co. | 0.07% | Reduce -12.3% | 105,662 | $8.49M | $80.37 | |
| 36 | OMC | Omnicom Group Inc | 0.06% | Reduce -90.0% | 120,866 | $7.54M | $62.37 | |
| 37 | KO | Coca-Cola Company | 0.06% | - | 134,930 | $7.4M | $54.84 | |
| 38 | CLX | Clorox Company | 0.05% | - | 29,000 | $5.86M | $201.93 | |
| 39 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,436 | $4.91M | $151.38 | |
| 40 | CCK | Crown Holdings Inc. | 0.03% | Add +12.0% | 35,150 | $3.52M | $100.20 | |
| 41 | EXPD | Expeditors International of WA | 0.03% | Add +69.8% | 36,480 | $3.47M | $95.12 | |
| 42 | LH | Laboratory Corp of America | 0.03% | Add +53.4% | 17,010 | $3.46M | $203.53 | |
| 43 | EHC | Encompass Health Corp | 0.03% | Add +12.2% | 40,980 | $3.39M | $82.70 | |
| 44 | CPRT | Copart Inc. (DE) | 0.03% | Add +40.2% | 25,310 | $3.22M | $127.26 | |
| 45 | GPC | Genuine Parts Company | 0.03% | Add +53.2% | 31,940 | $3.21M | $100.44 | |
| 46 | MCHP | Microchip Technology Inc | 0.03% | Add +120.9% | 22,180 | $3.06M | $138.10 | |
| 47 | HRC | Hill-Rom Holdings Inc. | 0.02% | Add +33.6% | 30,700 | $3.01M | No quote | No quote |
| 48 | LSTR | Landstar System Inc. | 0.02% | Add +76.9% | 20,750 | $2.79M | $134.65 | |
| 49 | HAS | Hasbro Inc | 0.02% | Add +61.0% | 29,350 | $2.75M | $93.53 | |
| 50 | PAYX | Paychex Inc. | 0.02% | Add +1.0% | 29,370 | $2.74M | $93.19 | |
| 51 | ABBV | AbbVie Inc. | 0.02% | Add +0.2% | 25,457 | $2.73M | $107.16 | |
| 52 | LII | Lennox International Inc. | 0.02% | Add +20.7% | 9,490 | $2.6M | $273.97 | |
| 53 | KR | Kroger Company | 0.02% | Add +89.3% | 80,940 | $2.57M | $31.76 | |
| 54 | CBRE | CBRE Group Inc. | 0.02% | Add +0.7% | 40,970 | $2.57M | $62.73 | |
| 55 | BBY | Best Buy Co. Inc. | 0.02% | Add +61.0% | 24,330 | $2.43M | $99.79 | |
| 56 | LEVI | Levi Strauss & Co | 0.02% | Add +9.6% | 115,700 | $2.32M | $20.08 | |
| 57 | FFIV | F5 Networks Inc. | 0.02% | Add +6.0% | 13,100 | $2.31M | $175.95 | |
| 58 | MMS | MAXIMUS, Inc. | 0.02% | Add +78.6% | 29,880 | $2.19M | $73.19 | |
| 59 | CPB | Campbell Soup Company | 0.02% | Add +27.6% | 44,990 | $2.18M | $48.34 | |
| 60 | CHD | Church & Dwight Co Inc | 0.02% | Add +69.7% | 24,760 | $2.16M | $87.24 | |
| 61 | ON | ON Semiconductor Corp | 0.02% | Reduce -22.3% | 64,011 | $2.1M | $32.73 | |
| 62 | DCI | Donaldson Co. Inc. | 0.02% | Add +9.9% | 36,910 | $2.06M | $55.89 | |
| 63 | K | Kellogg Company | 0.02% | Add +30.2% | 32,970 | $2.05M | No quote | No quote |
| 64 | CRI | Carters Inc | 0.02% | Add +37.0% | 20,680 | $1.95M | $94.05 | |
| 65 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -23.6% | 26,723 | $1.91M | $71.51 | |
| 66 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 27,175 | $1.69M | $62.04 | |
| 67 | GWW | W.W. Grainger Inc. | 0.01% | - | 3,700 | $1.51M | $408.38 | |
| 68 | TSCO | Tractor Supply Co | 0.01% | Add +6.2% | 10,090 | $1.42M | $140.54 | |
| 69 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 6,710 | $1.34M | $199.11 | |
| 70 | LIN | Linde plc SH | 0.01% | Reduce -42.8% | 4,590 | $1.21M | $263.62 | |
| 71 | NTAP | NetApp Inc. | 0.01% | - | 17,400 | $1.15M | $66.26 | |
| 72 | MLKN | Herman Miller Inc. | 0.01% | Add +50.1% | 29,460 | $996K | $33.81 | |
| 73 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +21.3% | 8,090 | $882K | $109.02 | |
| 74 | TDC | Teradata Corp | 0.01% | Add +12.4% | 39,080 | $878K | $22.47 | |
| 75 | VRSK | Verisk Analytics Inc | 0.01% | Add +73.4% | 4,110 | $853K | $207.54 | |
| 76 | RS | Reliance Steel And Aluminum Co | 0.00% | Reduce -30.6% | 2,916 | $349K | $119.68 | |
| 78 | XLNX | Xilinx Inc | - | Sold | 0 | $0 | No quote | No quote |
| 77 | MDT | Medtronic PLC | - | Sold | 0 | $0 | No quote | No quote |