Jensen Investment Management
As of Q1 2026, Jensen Investment Management reported 84 long-equity positions worth $5.07B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.56%
- 1-year
- +34.78%
- 3-year
- +63.78%
- 3-year top 5
- +146.60%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. 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 | 6.96% | Reduce -8.6% | 2,942,667 | $989.68M | $336.32 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.57% | Reduce -0.8% | 322,732 | $934.97M | $2897.04 | |
| 3 | PEP | PepsiCo Inc. | 6.11% | Reduce -0.6% | 5,001,598 | $868.83M | $173.71 | |
| 4 | AAPL | Apple Inc. | 5.06% | Reduce -0.8% | 4,053,569 | $719.79M | $177.57 | |
| 5 | JNJ | Johnson & Johnson | 4.82% | Reduce -0.7% | 4,011,669 | $686.28M | $171.07 | |
| 6 | ACN | Accenture Plc | 4.70% | Reduce -8.8% | 1,612,614 | $668.51M | $414.55 | |
| 7 | SYK | Stryker Corp | 4.55% | Add +5.0% | 2,422,842 | $647.92M | $267.42 | |
| 8 | UNH | Unitedhealth Group Inc | 4.45% | Reduce -0.6% | 1,262,066 | $633.73M | $502.14 | |
| 9 | NKE | Nike Inc Cl B | 4.09% | Reduce -0.7% | 3,487,431 | $581.25M | $166.67 | |
| 10 | MMM | 3M Company | 4.06% | Reduce -0.6% | 3,251,167 | $577.51M | $177.63 | |
| 11 | BDX | Becton Dickinson & Co. | 4.04% | Reduce -0.7% | 2,282,640 | $574.04M | $251.48 | |
| 12 | PFE | Pfizer Inc. | 4.00% | Reduce -9.7% | 9,634,399 | $568.91M | $59.05 | |
| 13 | ADP | Automatic Data Processing Inc. | 3.80% | Reduce -0.7% | 2,192,250 | $540.57M | $246.58 | |
| 14 | INTU | Intuit Inc. | 3.31% | Reduce -12.3% | 732,589 | $471.22M | $643.22 | |
| 15 | CTSH | Cognizant Tech Solutions | 3.10% | Reduce -0.8% | 4,976,601 | $441.52M | $88.72 | |
| 16 | SBUX | Starbucks Corp | 2.88% | Add +2.7% | 3,503,605 | $409.82M | $116.97 | |
| 17 | PG | Procter & Gamble Co. | 2.67% | Reduce -0.7% | 2,320,312 | $379.56M | $163.58 | |
| 18 | EFX | Equifax Inc | 2.55% | Reduce -0.7% | 1,240,583 | $363.23M | $292.79 | |
| 19 | HD | Home Depot Inc. | 2.45% | Reduce -10.9% | 840,343 | $348.75M | $415.01 | |
| 20 | MA | Mastercard Inc. | 2.25% | Add +21.3% | 891,064 | $320.18M | $359.32 | |
| 21 | BR | Broadridge Financial Solutions | 2.15% | Reduce -4.8% | 1,671,728 | $305.63M | $182.82 | |
| 22 | TXN | Texas Instruments Inc | 2.05% | Add +3.9% | 1,546,965 | $291.56M | $188.47 | |
| 23 | TJX | TJX Companies Inc | 1.95% | Reduce -0.8% | 3,646,700 | $276.86M | $75.92 | |
| 24 | WM | Waste Management | 1.90% | Reduce -4.4% | 1,623,322 | $270.93M | $166.90 | |
| 25 | UPS | United Parcel Svc Cl B | 1.85% | Reduce -0.7% | 1,227,220 | $263.04M | $214.34 | |
| 26 | MMC | Marsh & McLennan Company Inc | 1.69% | Add +15.4% | 1,381,575 | $240.15M | No quote | No quote |
| 27 | GIS | General Mills Inc. | 1.50% | Add +0.9% | 3,169,850 | $213.58M | $67.38 | |
| 28 | VRSK | Verisk Analytics Inc | 1.21% | Reduce -0.7% | 749,562 | $171.45M | $228.73 | |
| 29 | APH | Amphenol Corp. | 1.12% | Reduce -0.7% | 1,823,607 | $159.49M | $87.46 | |
| 30 | ADBE | Adobe Systems Inc. | 0.18% | Reduce -0.2% | 45,467 | $25.78M | $567.07 | |
| 31 | ECL | Ecolab Inc | 0.12% | Reduce -0.3% | 74,952 | $17.58M | $234.59 | |
| 32 | WAT | Waters Corp | 0.12% | Reduce -0.2% | 47,152 | $17.57M | $372.60 | |
| 33 | ORCL | Oracle Corporation | 0.11% | Reduce -0.2% | 183,320 | $15.99M | $87.21 | |
| 34 | ABT | Abbott Laboratories | 0.11% | Reduce -0.5% | 107,025 | $15.06M | $140.74 | |
| 35 | EMR | Emerson Electric Co. | 0.07% | - | 102,137 | $9.5M | $92.97 | |
| 36 | CL | Colgate-Palmolive Co | 0.06% | - | 102,499 | $8.75M | $85.34 | |
| 37 | LH | Laboratory Corp of America | 0.06% | Add +3.7% | 25,400 | $7.98M | $314.21 | |
| 38 | FDS | FactSet Research Systems Inc. | 0.06% | Reduce -15.7% | 16,280 | $7.91M | $486.00 | |
| 39 | GPC | Genuine Parts Company | 0.06% | Add +2.5% | 56,240 | $7.89M | $140.20 | |
| 40 | KO | Coca-Cola Company | 0.05% | Reduce -0.8% | 130,759 | $7.74M | $59.21 | |
| 41 | CHD | Church & Dwight Co Inc | 0.05% | Add +19.0% | 75,370 | $7.73M | $102.49 | |
| 42 | CPRT | Copart Inc. (DE) | 0.05% | - | 50,890 | $7.72M | $151.62 | |
| 43 | HAS | Hasbro Inc | 0.05% | Add +4.0% | 74,030 | $7.54M | $101.78 | |
| 44 | CCK | Crown Holdings Inc. | 0.05% | Add +2.7% | 68,050 | $7.53M | $110.62 | |
| 45 | SMG | The Scotts Miracle-Gro Co. | 0.05% | Add +24.8% | 46,260 | $7.45M | $161.00 | |
| 46 | MCHP | Microchip Technology Inc | 0.05% | -2:1 split | 83,560 | $7.28M | $87.06 | |
| 47 | OMC | Omnicom Group Inc | 0.05% | Reduce -3.1% | 93,764 | $6.87M | $73.27 | |
| 48 | KR | Kroger Company | 0.05% | Add +7.6% | 150,490 | $6.81M | $45.26 | |
| 49 | EXPD | Expeditors International of WA | 0.05% | - | 50,380 | $6.77M | $134.30 | |
| 50 | FFIV | F5 Networks Inc. | 0.05% | Add +19.4% | 27,580 | $6.75M | $244.71 | |
| 51 | EHC | Encompass Health Corp | 0.05% | Add +10.1% | 99,250 | $6.48M | $65.26 | |
| 52 | BBY | Best Buy Co. Inc. | 0.04% | Add +15.8% | 62,830 | $6.38M | $101.61 | |
| 53 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,361 | $6.36M | $196.63 | |
| 54 | LEVI | Levi Strauss & Co | 0.04% | Add +33.2% | 238,800 | $5.98M | $25.03 | |
| 55 | LSTR | Landstar System Inc. | 0.04% | - | 30,430 | $5.45M | $179.03 | |
| 56 | CLX | Clorox Company | 0.04% | - | 29,000 | $5.06M | $174.34 | |
| 57 | GNTX | Gentex Corporation | 0.03% | - | 140,500 | $4.9M | $34.85 | |
| 58 | PAYX | Paychex Inc. | 0.03% | - | 33,450 | $4.57M | $136.50 | |
| 59 | LII | Lennox International Inc. | 0.03% | - | 12,830 | $4.16M | $324.40 | |
| 60 | CBRE | CBRE Group Inc. | 0.03% | Reduce -17.8% | 36,120 | $3.92M | $108.50 | |
| 61 | MLKN | MillerKnoll, Inc. | 0.02% | Add +6.1% | 85,270 | $3.34M | $39.19 | |
| 62 | CRI | Carter's Inc. | 0.02% | Add +5.8% | 32,910 | $3.33M | $101.22 | |
| 63 | TSCO | Tractor Supply Co | 0.02% | - | 13,570 | $3.24M | $238.61 | |
| 64 | K | Kellogg Company | 0.02% | Add +6.2% | 49,750 | $3.21M | No quote | No quote |
| 65 | ABBV | AbbVie Inc. | 0.02% | Reduce -2.1% | 23,657 | $3.2M | $135.39 | |
| 66 | MMS | MAXIMUS, Inc. | 0.02% | Add +6.9% | 38,120 | $3.04M | No quote | No quote |
| 67 | CPB | Campbell Soup Company | 0.02% | Add +7.4% | 61,430 | $2.67M | $43.46 | |
| 68 | URI | United Rentals, Inc. | 0.02% | Add +52.6% | 6,670 | $2.22M | $332.23 | |
| 69 | DCI | Donaldson Co. Inc. | 0.02% | - | 37,070 | $2.2M | $59.27 | |
| 70 | POOL | Pool Corporation | 0.01% | - | 3,670 | $2.08M | $565.94 | |
| 71 | RMD | Resmed | 0.01% | New | 7,960 | $2.07M | $260.43 | |
| 72 | RTX | Raytheon Technologies Corp | 0.01% | Reduce -4.3% | 22,350 | $1.92M | $86.04 | |
| 73 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.64M | $62.33 | |
| 74 | TSM | Taiwan Semiconductor Manuf | 0.01% | Add +16.1% | 12,980 | $1.56M | $120.34 | |
| 75 | LIN | Linde plc SH | 0.01% | - | 4,220 | $1.46M | $346.45 | |
| 76 | GWW | W.W. Grainger Inc. | 0.01% | Reduce -12.6% | 2,490 | $1.29M | $518.07 | |
| 77 | ON | ON Semiconductor Corp | 0.01% | Reduce -52.0% | 13,441 | $913K | $67.93 | |
| 78 | RS | Reliance Steel And Aluminum Co | 0.00% | - | 2,056 | $334K | $162.45 |