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Focused investors/Jensen Investment Management

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.
1MSFTMicrosoft Corp Com Common5.12%-0$161.45K
2MMM3M Co Common4.89%-0$154.39K
3MDTMedtronic Inc Common4.55%-0$143.51K
4ABTAbbott Labs Com Common4.32%-0$136.48K
5JNJJohnson & Johnson Common4.17%-0$131.51K
6ORCLOracle Corp Common3.95%-0$124.76K
7PEPPepsico Inc Common3.94%-0$124.38K
8OMCOmnicom Group Inc Common3.70%-0$116.93K
9CTSHCognizant Tech Solutions Common3.69%-0$116.49K
10ADPAutomatic Data Processing Common3.68%-0$116.15K
11UTXUnited Technologies Common3.68%-0$116.12K
12EFXEquifax Inc Common3.67%-0$115.99K
13PGProcter & Gamble Co Common3.67%-0$115.98K
14CLColgate-Palmolive Co Common3.63%-0$114.72K
15EMREmerson Electric Co Common3.57%-0$112.71K
16BCRBard (C.R.) Common3.45%-0$108.86K
17APHAmphenol Common3.38%-0$106.53K
18SYKStryker Corp Common3.30%-0$104.14K
19WATWaters Corp Common3.25%-0$102.46K
20SYYSysco Corp Common2.98%-0$94.07K
21KOCoca-Cola Co Common2.96%-0$93.56K
22AMEAmetek Common2.87%-0$90.56K
23ADBEAdobe Systems Inc Common2.80%-0$88.39K
24CLXClorox Co Common2.63%-0$82.99K
25DHRDanaher Corp Common2.58%-0$81.55K
26PXPraxair Inc Common2.44%-0$77.01K
27ECLEcolab, Inc. Common2.32%-0$73.27K
28TROWT Rowe Price Group Inc Common2.30%-0$72.55K
29PAYXPaychex Inc Common2.26%-0$71.36K
30DNEXDionex Corp Common0.07%-0$2.1K
31WFCWells Fargo & Co Common0.04%-0$1.38K
32BMYBristol Myers Squibb Co Com Common0.03%-0$855
33VIGVanguard Div App ETF Common0.02%-0$675
34NKENike Inc Cl B Common0.02%-0$548
35IBMInternational Business Machine Common0.01%-0$407
36NSRGYNestle SA ADR Common0.01%-0$328
37WAGWalgreen Company Common0.01%-0$316
38XOMExxon Mobil Corp Common0.01%-0$234
39HNZHeinz H J Co Common0.01%-0$229
40GEGeneral Electric Co Common0.01%-0$177