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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

Full auditCompare with peers
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 2026-09-12 from SEC 13F data.

Live quotes available for 62 of 121 rows. Rows without a quote are marked unavailable.

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6MMM3M Co5.09%Reduce -15.3%2,002,577$329.06M$164.32No quote
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79MHPMcGraw-Hill Financial, Inc.0.01%Reduce -7.1%5,750$512KNo quoteNo quote
78MCDMcDonald`s Corp0.01%New5,460$512K$93.77No quote
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82XOMExxon Mobil Corp0.01%Add +9.4%5,470$506K$92.50No quote
83TUPTupperware Brands Corp.0.01%New7,900$498KNo quoteNo quote
84CRCrane Company0.01%New8,460$497K$58.75No quote
85GILDGilead Sciences Inc0.01%New5,260$496K$94.30No quote
86LSTRLandstar System Inc.0.01%New6,820$495K$72.58No quote
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90SCCOSouthern Copper Corp0.01%New16,640$469K$28.19No quote
92EMNEastman Chemical Co.0.01%Reduce -2.0%5,980$454K$75.92No quote
91CATCaterpillar Inc0.01%Add +6.9%4,960$454K$91.53No quote
93WINWindstream0.01%New52,220$430KNo quoteNo quote
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95BCRBard (C.R.) Inc0.00%-1,425$237KNo quoteNo quote
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120WTWWeight Watchers Intl-Sold0$0No quoteNo quote
119USNAUSANA Health Sciences-Sold0$0No quoteNo quote
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116DGXQuest Diagnostics Inc-Sold0$0No quoteNo quote
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110KRKroger Co-Sold0$0No quoteNo quote
109MLKNHerman Miller, Inc.-Sold0$0No quoteNo quote
108HPYHeartland Payment System-Sold0$0No quoteNo quote
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