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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.
1ABTAbbott Labs Com Common5.10%-0$183.33K
2EMREmerson Electric Co Common4.95%-0$177.82K
3MSFTMicrosoft Corp Com Common4.61%-0$165.44K
4PXPraxair Inc Common4.49%-0$161.34K
5UTXUnited Technologies Corp Common4.36%-0$156.55K
6MMM3M Co Common4.34%-0$155.81K
7ORCLOracle Corp Common4.15%-0$148.93K
8CLColgate-Palmolive Co Common4.12%-0$148.15K
9OMCOmnicom Group Inc Common4.10%-0$147.39K
10MDTMedtronic Inc Common4.05%-0$145.48K
11PGProcter & Gamble Co Common3.94%-0$141.64K
12ADPAutomatic Data Processing Common3.88%-0$139.5K
13PEPPepsico Inc Common3.82%-0$137.2K
14EFXEquifax Inc Common3.73%-0$134.04K
15JNJJohnson & Johnson Common3.69%-0$132.51K
16BCRBard (C.R.) Inc Common3.57%-0$128.13K
17SYKStryker Corp Common3.55%-0$127.34K
18CTSHCognizant Tech Solutions Corp Common3.45%-0$123.98K
19KOCoca-Cola Co Common3.16%-0$113.58K
20TROWT Rowe Price Group Inc Common3.12%-0$112.18K
21WATWaters Corp Common3.12%-0$112.11K
22SYYSysco Corp Common2.75%-0$98.67K
23APHAmphenol Corp Common2.71%-0$97.21K
24CLXClorox Co Common2.42%-0$86.81K
25ADBEAdobe Systems Inc Common2.37%-0$85.04K
26ECLEcolab Inc Common2.16%-0$77.46K
27CHRWCH Robinson Worldwide Common2.12%New0$76.02K
28PAYXPaychex Inc Common1.99%-0$71.61K
29DNEXDionex Corp Common0.05%-0$1.93K
30WFCWells Fargo & Co Common0.03%-0$1.02K
31BMYBristol Myers Squibb Co Com Common0.03%-0$996
32VIGVanguard Div App ETF Common0.02%-0$703
33NKENike Inc Cl B Common0.02%-0$609
34NSRGYNestle SA ADR Common0.01%-0$346
35IBMInternational Business Machine Common0.01%-0$341
36XOMExxon Mobil Corp Common0.01%-0$230
37INTCIntel Corp Common0.01%New0$207
38ZBRAZebra Technologies Common0.01%New0$204