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.
| 1 | MSFT | Microsoft Corp Com Common | 5.12% | - | 0 | $161.45K |
| 2 | MMM | 3M Co Common | 4.89% | - | 0 | $154.39K |
| 3 | MDT | Medtronic Inc Common | 4.55% | - | 0 | $143.51K |
| 4 | ABT | Abbott Labs Com Common | 4.32% | - | 0 | $136.48K |
| 5 | JNJ | Johnson & Johnson Common | 4.17% | - | 0 | $131.51K |
| 6 | ORCL | Oracle Corp Common | 3.95% | - | 0 | $124.76K |
| 7 | PEP | Pepsico Inc Common | 3.94% | - | 0 | $124.38K |
| 8 | OMC | Omnicom Group Inc Common | 3.70% | - | 0 | $116.93K |
| 9 | CTSH | Cognizant Tech Solutions Common | 3.69% | - | 0 | $116.49K |
| 10 | ADP | Automatic Data Processing Common | 3.68% | - | 0 | $116.15K |
| 11 | UTX | United Technologies Common | 3.68% | - | 0 | $116.12K |
| 12 | EFX | Equifax Inc Common | 3.67% | - | 0 | $115.99K |
| 13 | PG | Procter & Gamble Co Common | 3.67% | - | 0 | $115.98K |
| 14 | CL | Colgate-Palmolive Co Common | 3.63% | - | 0 | $114.72K |
| 15 | EMR | Emerson Electric Co Common | 3.57% | - | 0 | $112.71K |
| 16 | BCR | Bard (C.R.) Common | 3.45% | - | 0 | $108.86K |
| 17 | APH | Amphenol Common | 3.38% | - | 0 | $106.53K |
| 18 | SYK | Stryker Corp Common | 3.30% | - | 0 | $104.14K |
| 19 | WAT | Waters Corp Common | 3.25% | - | 0 | $102.46K |
| 20 | SYY | Sysco Corp Common | 2.98% | - | 0 | $94.07K |
| 21 | KO | Coca-Cola Co Common | 2.96% | - | 0 | $93.56K |
| 22 | AME | Ametek Common | 2.87% | - | 0 | $90.56K |
| 23 | ADBE | Adobe Systems Inc Common | 2.80% | - | 0 | $88.39K |
| 24 | CLX | Clorox Co Common | 2.63% | - | 0 | $82.99K |
| 25 | DHR | Danaher Corp Common | 2.58% | - | 0 | $81.55K |
| 26 | PX | Praxair Inc Common | 2.44% | - | 0 | $77.01K |
| 27 | ECL | Ecolab, Inc. Common | 2.32% | - | 0 | $73.27K |
| 28 | TROW | T Rowe Price Group Inc Common | 2.30% | - | 0 | $72.55K |
| 29 | PAYX | Paychex Inc Common | 2.26% | - | 0 | $71.36K |
| 30 | DNEX | Dionex Corp Common | 0.07% | - | 0 | $2.1K |
| 31 | WFC | Wells Fargo & Co Common | 0.04% | - | 0 | $1.38K |
| 32 | BMY | Bristol Myers Squibb Co Com Common | 0.03% | - | 0 | $855 |
| 33 | VIG | Vanguard Div App ETF Common | 0.02% | - | 0 | $675 |
| 34 | NKE | Nike Inc Cl B Common | 0.02% | - | 0 | $548 |
| 35 | IBM | International Business Machine Common | 0.01% | - | 0 | $407 |
| 36 | NSRGY | Nestle SA ADR Common | 0.01% | - | 0 | $328 |
| 37 | WAG | Walgreen Company Common | 0.01% | - | 0 | $316 |
| 38 | XOM | Exxon Mobil Corp Common | 0.01% | - | 0 | $234 |
| 39 | HNZ | Heinz H J Co Common | 0.01% | - | 0 | $229 |
| 40 | GE | General Electric Co Common | 0.01% | - | 0 | $177 |