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 78 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.19% | Reduce -9.0% | 3,220,728 | $907.99M | $281.92 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.89% | Reduce -13.3% | 325,165 | $869.34M | $2673.52 | |
| 3 | PEP | PepsiCo Inc. | 6.00% | Reduce -6.2% | 5,031,471 | $756.78M | $150.41 | |
| 4 | JNJ | Johnson & Johnson | 5.17% | Reduce -8.0% | 4,040,939 | $652.61M | $161.50 | |
| 5 | SYK | Stryker Corp | 4.82% | Reduce -6.1% | 2,307,688 | $608.58M | $263.72 | |
| 6 | AAPL | Apple Inc. | 4.58% | Reduce -6.2% | 4,085,752 | $578.13M | $141.50 | |
| 7 | MMM | 3M Company | 4.54% | Reduce -6.2% | 3,270,347 | $573.68M | $175.42 | |
| 8 | ACN | Accenture Plc | 4.48% | Reduce -15.0% | 1,768,616 | $565.82M | $319.92 | |
| 9 | BDX | Becton Dickinson & Co. | 4.48% | Reduce -15.0% | 2,298,860 | $565.11M | $245.82 | |
| 10 | NKE | Nike Inc Cl B | 4.04% | Reduce -6.2% | 3,512,143 | $510.07M | $145.23 | |
| 11 | UNH | Unitedhealth Group Inc | 3.93% | Reduce -6.4% | 1,270,166 | $496.31M | $390.74 | |
| 12 | PFE | Pfizer Inc. | 3.63% | Reduce -6.4% | 10,663,856 | $458.65M | $43.01 | |
| 13 | INTU | Intuit Inc. | 3.57% | Reduce -19.4% | 835,629 | $450.83M | $539.51 | |
| 14 | ADP | Automatic Data Processing Inc. | 3.50% | Add +5.4% | 2,207,485 | $441.32M | $199.92 | |
| 15 | SBUX | Starbucks Corp | 2.98% | Reduce -6.3% | 3,410,448 | $376.21M | $110.31 | |
| 16 | CTSH | Cognizant Tech Solutions | 2.95% | Reduce -6.1% | 5,015,466 | $372.2M | $74.21 | |
| 17 | PG | Procter & Gamble Co. | 2.59% | Add +5.7% | 2,336,902 | $326.7M | $139.80 | |
| 18 | EFX | Equifax Inc | 2.51% | Reduce -5.4% | 1,249,178 | $316.57M | $253.42 | |
| 19 | HD | Home Depot Inc. | 2.45% | Reduce -6.3% | 942,943 | $309.53M | $328.26 | |
| 20 | BR | Broadridge Financial Solutions | 2.32% | Reduce -9.9% | 1,755,253 | $292.5M | $166.64 | |
| 21 | TXN | Texas Instruments Inc | 2.27% | Reduce -6.2% | 1,489,137 | $286.23M | $192.21 | |
| 22 | MA | Mastercard Inc. | 2.02% | Reduce -6.3% | 734,752 | $255.46M | $347.68 | |
| 23 | WM | Waste Management | 2.01% | Reduce -6.4% | 1,697,962 | $253.61M | $149.36 | |
| 24 | TJX | TJX Companies Inc | 1.92% | Add +6.7% | 3,675,570 | $242.51M | $65.98 | |
| 25 | UPS | United Parcel Svc Cl B | 1.78% | Reduce -10.4% | 1,236,126 | $225.1M | $182.10 | |
| 26 | GIS | General Mills Inc. | 1.49% | Reduce -5.9% | 3,141,958 | $187.95M | $59.82 | |
| 27 | MMC | Marsh & McLennan Company Inc | 1.44% | Add +1.0% | 1,196,760 | $181.23M | No quote | No quote |
| 28 | VRSK | Verisk Analytics Inc | 1.20% | Add +1.0% | 755,102 | $151.22M | $200.27 | |
| 29 | APH | Amphenol Corp. | 1.07% | Add +1212.5% | 1,836,377 | $134.48M | $73.23 | |
| 30 | ADBE | Adobe Systems Inc. | 0.21% | - | 45,567 | $26.23M | $575.72 | |
| 31 | WAT | Waters Corp | 0.13% | Reduce -0.3% | 47,237 | $16.88M | $357.30 | |
| 32 | ORCL | Oracle Corporation | 0.13% | - | 183,720 | $16.01M | $87.13 | |
| 33 | ECL | Ecolab Inc | 0.12% | - | 75,137 | $15.68M | $208.62 | |
| 34 | ABT | Abbott Laboratories | 0.10% | Reduce -0.2% | 107,525 | $12.7M | $118.13 | |
| 35 | EMR | Emerson Electric Co. | 0.08% | Reduce -0.2% | 102,137 | $9.62M | $94.20 | |
| 36 | CL | Colgate-Palmolive Co | 0.06% | - | 102,499 | $7.75M | $75.58 | |
| 37 | FDS | FactSet Research Systems Inc. | 0.06% | Add +21.0% | 19,310 | $7.62M | $394.77 | |
| 38 | CPRT | Copart Inc. (DE) | 0.06% | Add +15.8% | 50,890 | $7.06M | $138.71 | |
| 39 | OMC | Omnicom Group Inc | 0.06% | Reduce -0.7% | 96,764 | $7.01M | $72.47 | |
| 40 | KO | Coca-Cola Company | 0.05% | - | 131,804 | $6.92M | $52.47 | |
| 41 | LH | Laboratory Corp of America | 0.05% | Add +21.4% | 24,490 | $6.89M | $281.42 | |
| 42 | EHC | Encompass Health Corp | 0.05% | Add +44.1% | 90,160 | $6.77M | $75.04 | |
| 43 | CCK | Crown Holdings Inc. | 0.05% | Add +29.0% | 66,290 | $6.68M | $100.78 | |
| 44 | GPC | Genuine Parts Company | 0.05% | Add +39.2% | 54,840 | $6.65M | $121.23 | |
| 45 | MCHP | Microchip Technology Inc | 0.05% | Add +26.2% | 41,780 | $6.41M | $153.49 | |
| 46 | TROW | T Rowe Price Group Inc | 0.05% | - | 32,361 | $6.37M | $196.69 | |
| 47 | HAS | Hasbro Inc | 0.05% | Add +29.0% | 71,220 | $6.35M | $89.22 | |
| 48 | EXPD | Expeditors International of WA | 0.05% | Add +21.3% | 50,380 | $6M | $119.13 | |
| 49 | BBY | Best Buy Co. Inc. | 0.05% | Add +35.7% | 54,250 | $5.74M | $105.71 | |
| 50 | KR | Kroger Company | 0.04% | Add +41.2% | 139,910 | $5.66M | $40.43 | |
| 51 | SMG | The Scotts Miracle-Gro Co. | 0.04% | Add +266.2% | 37,060 | $5.42M | $146.36 | |
| 52 | CHD | Church & Dwight Co Inc | 0.04% | Add +71.5% | 63,350 | $5.23M | $82.57 | |
| 53 | CLX | Clorox Company | 0.04% | - | 29,000 | $4.8M | $165.62 | |
| 54 | LSTR | Landstar System Inc. | 0.04% | Add +34.7% | 30,430 | $4.8M | $157.80 | |
| 55 | GNTX | Gentex Corporation | 0.04% | Add +42.5% | 140,500 | $4.63M | $32.98 | |
| 56 | FFIV | F5 Networks Inc. | 0.04% | Add +48.2% | 23,090 | $4.59M | $198.79 | |
| 57 | LEVI | Levi Strauss & Co | 0.03% | Add +55.0% | 179,320 | $4.4M | $24.51 | |
| 58 | CBRE | CBRE Group Inc. | 0.03% | - | 43,920 | $4.28M | $97.36 | |
| 59 | LII | Lennox International Inc. | 0.03% | Add +20.9% | 12,830 | $3.77M | $294.15 | |
| 60 | PAYX | Paychex Inc. | 0.03% | Add +14.1% | 33,450 | $3.76M | $112.44 | |
| 61 | MLKN | Herman Miller Inc. | 0.02% | Add +21.0% | 80,340 | $3.03M | $37.66 | |
| 62 | CRI | Carters Inc | 0.02% | Add +21.2% | 31,110 | $3.03M | $97.24 | |
| 63 | K | Kellogg Company | 0.02% | Add +21.5% | 46,840 | $2.99M | No quote | No quote |
| 64 | MMS | MAXIMUS, Inc. | 0.02% | Add +21.2% | 35,660 | $2.97M | $83.20 | |
| 65 | TSCO | Tractor Supply Co | 0.02% | Add +23.4% | 13,570 | $2.75M | $202.58 | |
| 66 | ABBV | AbbVie Inc. | 0.02% | Reduce -0.4% | 24,157 | $2.61M | $107.88 | |
| 67 | CPB | Campbell Soup Company | 0.02% | Add +21.1% | 57,180 | $2.39M | $41.82 | |
| 68 | DCI | Donaldson Co. Inc. | 0.02% | Reduce -14.3% | 37,070 | $2.13M | $57.40 | |
| 69 | RTX | Raytheon Technologies Corp | 0.02% | - | 23,350 | $2.01M | $85.95 | |
| 70 | POOL | Pool Corporation | 0.01% | New | 3,670 | $1.59M | $434.33 | |
| 71 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.56M | $59.18 | |
| 72 | URI | United Rentals, Inc. | 0.01% | New | 4,370 | $1.53M | $351.03 | |
| 73 | ON | ON Semiconductor Corp | 0.01% | - | 28,031 | $1.28M | $45.77 | |
| 74 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +14.2% | 11,180 | $1.25M | $111.63 | |
| 75 | LIN | Linde plc SH | 0.01% | Reduce -1.2% | 4,220 | $1.24M | $293.36 | |
| 76 | GWW | W.W. Grainger Inc. | 0.01% | - | 2,850 | $1.12M | $392.98 | |
| 77 | RS | Reliance Steel And Aluminum Co | 0.00% | - | 2,056 | $293K | $142.51 | |
| 78 | HRC | Hill-Rom Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |