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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.

Live quotes available for 61 of 92 rows. Rows without a quote are marked unavailable.

1MMM3M Co5.46%New3,046,451$333.13M$109.35No quote
2PEPPepsico Inc5.12%New3,820,630$312.49M$81.79No quote
3UTXUnited Technologies Corp5.00%New3,281,362$304.97MNo quoteNo quote
4ORCLOracle Corp4.51%New8,961,578$275.3M$30.72No quote
5OMCOmnicom Group Inc4.47%New4,342,448$273.01M$62.87No quote
6ADPAutomatic Data Processing4.28%New3,794,263$261.27M$68.86No quote
7CLColgate-Palmolive Co4.13%New4,401,133$252.14M$57.29No quote
8PGProcter & Gamble Co4.08%New3,234,000$248.99M$76.99No quote
9MSFTMicrosoft Corp Com3.84%New6,783,746$234.24M$34.53No quote
10ACNAccenture PLC3.65%New3,096,731$222.84M$71.96No quote
11PXPraxair Inc3.64%New1,927,731$222MNo quoteNo quote
12TROWT Rowe Price Group Inc3.62%New3,017,257$220.71M$73.15No quote
13EMREmerson Electric Co3.47%New3,886,418$211.97M$54.54No quote
14MDTMedtronic Inc3.47%New4,115,506$211.83M$51.47No quote
15WATWaters Corp3.44%New2,100,023$210.11M$100.05No quote
16UPSUnited Parcel Svc Cl B3.37%New2,375,051$205.39M$86.48No quote
17NKENike Inc Cl B3.31%New3,170,216$201.88M$63.68No quote
18ABTAbbott Labs Com3.19%New5,581,244$194.67M$34.88No quote
19BDXBecton Dickinson3.19%New1,969,704$194.67M$98.83No quote
20EFXEquifax Inc3.00%New3,110,196$183.28M$58.93No quote
21CTSHCognizant Tech Solutions Corp2.76%New2,684,734$168.09M$62.61No quote
22KOCoca-Cola Co2.73%New4,152,808$166.57M$40.11No quote
23TJXTJX Companies Inc.2.70%New3,288,897$164.64M$50.06No quote
24APHAmphenol Corp2.65%New2,072,836$161.56M$77.94No quote
25LHLaboratory Corp of America Holdings2.29%New1,395,444$139.68M$100.10No quote
26VARVarian Medical Systems2.29%New2,070,303$139.64MNo quoteNo quote
27ECLEcolab Inc1.97%New1,412,898$120.37M$85.19No quote
28ADBEAdobe Systems Inc1.83%New2,455,337$111.87M$45.56No quote
29CHRWCH Robinson Worldwide1.82%New1,968,865$110.87M$56.31No quote
30SYKStryker Corp0.11%New104,105$6.73M$64.68No quote
31CLXClorox Co0.08%New58,785$4.89M$83.13No quote
32ABBVAbbVie Inc0.03%New43,641$1.8M$41.34No quote
33JNJJohnson & Johnson0.02%New16,855$1.45M$85.85No quote
34BCRBard (C.R.) Inc0.01%New6,594$717KNo quoteNo quote
35BBYBest Buy Company Inc0.01%New25,079$685K$27.31No quote
36WDCWestern Digital Corp0.01%New10,039$623K$62.06No quote
37FHIFederated Investors Inc.0.01%New22,640$621KNo quoteNo quote
38KRKroger Co0.01%New17,920$619K$34.54No quote
39ATKAlliant Techsystems Inc0.01%New7,489$617KNo quoteNo quote
40NUSNu Skin Enterprises Inc.0.01%New9,838$601KNo quoteNo quote
41CICigna Corp0.01%New8,207$595K$72.50No quote
42PAYXPaychex Inc0.01%New15,692$573K$36.52No quote
43CSCOCisco Systems Inc0.01%New23,270$566K$24.32No quote
44TPXTempur-pedic International Inc0.01%New12,859$565KNo quoteNo quote
45LMTLockheed Martin Corp0.01%New5,175$561K$108.41No quote
46UNHUnitedhealth Group Inc0.01%New8,501$557K$65.52No quote
47GDGeneral Dynamics Corp0.01%New6,990$548K$78.40No quote
49WDRWaddell & Reed Financial Inc0.01%New12,575$547KNo quoteNo quote
48STJSaint Jude Med Inc0.01%New11,982$547KNo quoteNo quote
50DELLDell Inc0.01%New40,926$546K$13.34No quote
51SYYSysco Corp0.01%New15,912$544K$34.19No quote
52DNBDun & Bradstreet Corp0.01%New5,568$543KNo quoteNo quote
53DGXQuest Diagnostics Inc0.01%New8,931$541K$60.58No quote
54LXKLexmark Intl Inc0.01%New17,655$540KNo quoteNo quote
55ENREnergizer Hldgs Inc0.01%New5,359$539K$100.58No quote
56ZBHZimmer Holdings Inc0.01%New7,036$527K$74.90No quote
57BBBYQBed Bath & Beyond Inc0.01%New7,398$525KNo quoteNo quote
58COLRockwell Collins Inc.0.01%New8,237$522KNo quoteNo quote
59WRLDWorld Acceptance Corp0.01%New5,971$519KNo quoteNo quote
60MCOMoody`s Corp.0.01%New8,497$518K$60.96No quote
62XOMExxon Mobil Corp0.01%New5,704$515K$90.29No quote
61ENDPEndo Pharmaceuticals0.01%New14,008$515KNo quoteNo quote
64GPNGlobal Payments Inc.0.01%New11,074$513K$46.32No quote
63CPBCampbell Soup Company0.01%New11,445$513K$44.82No quote
65MOAltria Group Inc0.01%New14,460$506K$34.99No quote
66AVPAvon Products Inc0.01%New23,969$504KNo quoteNo quote
67WMTWal Mart Stores Inc0.01%New6,699$499K$74.49No quote
68PFEPfizer Inc Com0.01%New17,775$498K$28.02No quote
69PBIPitney Bowes Inc0.01%New33,793$496K$14.68No quote
70GRMNGarmin Ltd0.01%New13,673$494KNo quoteNo quote
71DLXDeluxe Corp0.01%New14,222$493K$34.66No quote
73MHPMcGraw-Hill Financial, Inc.0.01%New9,147$487KNo quoteNo quote
72COHCoach Inc0.01%New8,534$487KNo quoteNo quote
74UPLUltra Petroleum Corp0.01%New24,150$479KNo quoteNo quote
75DLBDolby Laboratories Inc.0.01%New14,210$475KNo quoteNo quote
76BALLBall Corporation0.01%New11,296$469K$41.52No quote
77JWNNordstrom, Inc.0.01%New6,790$407KNo quoteNo quote
78QSIIQuality Systems Inc.0.01%New21,500$402KNo quoteNo quote
79CATCaterpillar Inc0.01%New4,420$365K$82.58No quote
80DEDeere & Company0.01%New4,320$351K$81.25No quote
81SLGNSilgan Holdings Inc.0.01%New6,865$322KNo quoteNo quote
82PDCOPatterson Companies Inc0.01%New8,494$319KNo quoteNo quote
83AAPAdvance Auto Parts Inc.0.01%New3,771$306K$81.15No quote
84TUPTupperware Brands Corp.0.00%New3,362$261KNo quoteNo quote
85EATBrinker International0.00%New6,116$241KNo quoteNo quote
86TGTTarget Corporation0.00%New3,394$234K$68.95No quote
87IBMInternational Business Machines Corp0.00%New1,174$224K$190.80No quote
88ROSTRoss Stores Inc.0.00%New3,379$219K$64.81No quote
90WLYJohn Wiley & Sons cl A0.00%New5,320$213KNo quoteNo quote
89FDOFamily Dollar Stores, Inc.0.00%New3,421$213KNo quoteNo quote
91WTWWeight Watchers Intl0.00%New4,537$209K$46.07No quote
92WINWindstream0.00%New10,111$79KNo quoteNo quote