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 2026-09-12 from SEC 13F data.
Live quotes available for 67 of 108 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson | 5.58% | Reduce -14.7% | 2,544,920 | $365.43M | $143.59 | No quote |
| 2 | TJX | TJX Companies Inc. | 5.29% | Add +0.4% | 4,941,652 | $346.16M | $70.05 | No quote |
| 3 | ACN | Accenture PLC | 5.25% | Add +0.4% | 3,670,340 | $343.87M | $93.69 | No quote |
| 4 | UTX | United Technologies Corp | 5.17% | Add +0.2% | 2,884,706 | $338.09M | No quote | No quote |
| 5 | MDT | Medtronic PLC | 5.13% | New | 4,309,371 | $336.09M | $77.99 | No quote |
| 6 | PEP | Pepsico Inc | 5.08% | Reduce -8.7% | 3,478,712 | $332.63M | $95.62 | No quote |
| 7 | MMM | 3M Co | 5.05% | Add +0.2% | 2,005,840 | $330.86M | $164.95 | No quote |
| 8 | PX | Praxair Inc | 4.70% | Add +0.1% | 2,547,738 | $307.61M | No quote | No quote |
| 9 | ECL | Ecolab Inc | 4.52% | Add +0.1% | 2,588,508 | $296.07M | $114.38 | No quote |
| 10 | ORCL | Oracle Corp | 4.34% | Add +0.2% | 6,579,215 | $283.89M | $43.15 | No quote |
| 11 | MSFT | Microsoft Corp Com | 3.88% | Add +0.3% | 6,251,688 | $254.16M | $40.65 | No quote |
| 12 | OMC | Omnicom Group Inc | 3.73% | Add +0.2% | 3,127,427 | $243.88M | $77.98 | No quote |
| 13 | EFX | Equifax Inc | 3.58% | Reduce -21.9% | 2,518,927 | $234.26M | $93.00 | No quote |
| 14 | CL | Colgate-Palmolive Co | 3.52% | Reduce -6.5% | 3,324,490 | $230.52M | $69.34 | No quote |
| 15 | WAT | Waters Corp | 3.15% | Add +0.3% | 1,657,195 | $206.02M | $124.32 | No quote |
| 16 | EMR | Emerson Electric Co | 2.95% | Add +9.7% | 3,415,241 | $193.37M | $56.62 | No quote |
| 17 | PG | Procter & Gamble Co | 2.87% | Add +21.2% | 2,295,982 | $188.13M | $81.94 | No quote |
| 18 | APH | Amphenol Corp | 2.85% | Add +0.1% | 3,167,429 | $186.66M | $58.93 | No quote |
| 19 | VAR | Varian Medical Systems | 2.73% | Add +0.3% | 1,901,839 | $178.94M | No quote | No quote |
| 20 | NKE | Nike Inc Cl B | 2.69% | Add +0.2% | 1,752,215 | $175.8M | $100.33 | No quote |
| 21 | UPS | United Parcel Svc Cl B | 2.67% | Reduce -26.2% | 1,801,538 | $174.64M | $96.94 | No quote |
| 22 | CTSH | Cognizant Tech Solutions Corp | 2.64% | Add +0.3% | 2,770,614 | $172.86M | $62.39 | No quote |
| 23 | JNJ | Johnson & Johnson | 2.51% | Add +7933.3% | 1,632,360 | $164.22M | $100.60 | No quote |
| 24 | TROW | T Rowe Price Group Inc | 2.49% | Add +0.2% | 2,010,568 | $162.82M | $80.98 | No quote |
| 25 | UNH | Unitedhealth Group Inc | 2.43% | Add +0.3% | 1,347,202 | $159.36M | $118.29 | No quote |
| 26 | DD | Du Pont E I de Nemours & Co | 2.05% | Add +0.1% | 1,875,070 | $134.01M | $71.47 | No quote |
| 27 | KO | Coca-Cola Co | 1.91% | Add +0.2% | 3,085,795 | $125.13M | $40.55 | No quote |
| 28 | ADP | Automatic Data Processing | 0.22% | Reduce -7.8% | 167,839 | $14.37M | $85.64 | No quote |
| 29 | SYK | Stryker Corp | 0.13% | Add +0.5% | 95,326 | $8.79M | $92.25 | No quote |
| 30 | ABT | Abbott Labs Com | 0.11% | Reduce -0.1% | 160,310 | $7.43M | $46.33 | No quote |
| 31 | ADBE | Adobe Systems Inc | 0.10% | Reduce -6.7% | 86,205 | $6.37M | $73.94 | No quote |
| 32 | CLX | Clorox Co | 0.09% | Reduce -4.3% | 51,045 | $5.64M | $110.39 | No quote |
| 33 | BMY | Bristol Myers Squibb Co Com | 0.03% | New | 33,000 | $2.13M | $64.52 | No quote |
| 34 | ABBV | AbbVie Inc | 0.03% | Reduce -5.3% | 34,070 | $1.99M | $58.53 | No quote |
| 35 | HLF | Herbalife Ltd. | 0.01% | Add +31.2% | 16,720 | $715K | $42.76 | No quote |
| 36 | OA | Orbital ATK Inc | 0.01% | New | 8,110 | $621K | No quote | No quote |
| 37 | PAYX | Paychex Inc | 0.01% | Reduce -3.2% | 12,185 | $605K | $49.65 | No quote |
| 38 | CI | Cigna Corp | 0.01% | Reduce -11.1% | 4,590 | $594K | $129.41 | No quote |
| 39 | MCO | Moody`s Corp. | 0.01% | New | 5,700 | $592K | $103.86 | No quote |
| 40 | SYNT | Syntel Inc. | 0.01% | Reduce -5.5% | 11,260 | $582K | No quote | No quote |
| 41 | SMG | Scotts Miracle-Gro Co. | 0.01% | Reduce -0.7% | 8,560 | $575K | $67.17 | No quote |
| 42 | K | Kellogg Co | 0.01% | Add +7.8% | 8,710 | $574K | No quote | No quote |
| 43 | MCD | McDonald`s Corp | 0.01% | Add +6.6% | 5,820 | $567K | $97.42 | No quote |
| 45 | PFE | Pfizer Inc Com | 0.01% | Reduce -5.3% | 16,260 | $566K | $34.81 | No quote |
| 44 | ENR | Energizer Hldgs Inc | 0.01% | Reduce -3.1% | 4,100 | $566K | $138.05 | No quote |
| 48 | PBI | Pitney Bowes Inc | 0.01% | Add +13.9% | 24,120 | $562K | $23.30 | No quote |
| 47 | DLX | Deluxe Corp | 0.01% | Reduce -8.8% | 8,110 | $562K | $69.30 | No quote |
| 46 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Reduce -0.3% | 7,320 | $562K | No quote | No quote |
| 49 | VIVO | Meridian Bioscience, Inc | 0.01% | Reduce -10.9% | 29,250 | $558K | No quote | No quote |
| 52 | SHW | Sherwin-Williams Co. | 0.01% | New | 1,950 | $555K | $284.62 | No quote |
| 51 | JWN | Nordstrom, Inc. | 0.01% | Reduce -2.4% | 6,910 | $555K | No quote | No quote |
| 50 | EAT | Brinker International | 0.01% | Reduce -7.2% | 9,020 | $555K | No quote | No quote |
| 53 | HIBB | Hibbett Sports, Inc. | 0.01% | Add +4.3% | 11,270 | $553K | No quote | No quote |
| 56 | IGT | International Game Tech. | 0.01% | Add +4.4% | 31,710 | $552K | No quote | No quote |
| 55 | BBY | Best Buy Company Inc | 0.01% | Add +6.1% | 14,600 | $552K | $37.81 | No quote |
| 54 | BAX | Baxter International Inc | 0.01% | New | 8,060 | $552K | $68.49 | No quote |
| 58 | TDC | Teradata Corp | 0.01% | Add +5.3% | 12,440 | $549K | $44.13 | No quote |
| 57 | HI | Hillenbrand Inc. | 0.01% | New | 17,790 | $549K | No quote | No quote |
| 59 | MRK | Merck & Company | 0.01% | New | 9,530 | $548K | $57.50 | No quote |
| 60 | RAVN | Raven Industries Inc | 0.01% | Add +16.1% | 26,620 | $545K | No quote | No quote |
| 61 | IBM | International Business Machines Corp | 0.01% | Add +3.4% | 3,390 | $544K | $160.47 | No quote |
| 62 | ZD | J2 Global Inc | 0.01% | Reduce -12.1% | 8,250 | $542K | $65.70 | No quote |
| 64 | WMT | Wal Mart Stores Inc | 0.01% | Add +5.6% | 6,580 | $541K | $82.22 | No quote |
| 63 | DECK | Deckers Outdoor Corp. | 0.01% | New | 7,430 | $541K | $72.81 | No quote |
| 65 | STJ | St. Jude Medical Inc. | 0.01% | Add +3.0% | 8,260 | $540K | No quote | No quote |
| 68 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +2.1% | 10,880 | $539K | No quote | No quote |
| 67 | TXN | Texas Instruments, Inc | 0.01% | Reduce -6.5% | 9,430 | $539K | $57.16 | No quote |
| 66 | SCCO | Southern Copper Corp | 0.01% | Add +11.1% | 18,480 | $539K | $29.17 | No quote |
| 69 | KMB | Kimberly Clark Corp | 0.01% | Add +8.2% | 5,020 | $538K | $107.17 | No quote |
| 73 | LLTC | Linear Technology Corp | 0.01% | Reduce -4.3% | 11,480 | $537K | No quote | No quote |
| 72 | LXK | Lexmark Intl Inc | 0.01% | Add +3.1% | 12,680 | $537K | No quote | No quote |
| 71 | ITT | ITT Corporation | 0.01% | New | 13,450 | $537K | No quote | No quote |
| 70 | COH | Coach Inc | 0.01% | Reduce -9.9% | 12,950 | $537K | No quote | No quote |
| 74 | GPC | Genuine Parts Company | 0.01% | Add +9.7% | 5,750 | $536K | $93.22 | No quote |
| 75 | DE | Deere & Company | 0.01% | Reduce -0.3% | 6,100 | $535K | $87.70 | No quote |
| 76 | TUP | Tupperware Brands Corp. | 0.01% | Reduce -2.5% | 7,700 | $531K | No quote | No quote |
| 78 | LSTR | Landstar System Inc. | 0.01% | Add +17.2% | 7,990 | $530K | $66.33 | No quote |
| 77 | XOM | Exxon Mobil Corp | 0.01% | Add +13.9% | 6,230 | $530K | $85.07 | No quote |
| 80 | DNB | Dun & Bradstreet Corp | 0.01% | Reduce -1.9% | 4,120 | $529K | No quote | No quote |
| 79 | CAT | Caterpillar Inc | 0.01% | Add +33.3% | 6,610 | $529K | $80.03 | No quote |
| 81 | AVP | Avon Products Inc | 0.01% | Add +24.2% | 65,020 | $520K | No quote | No quote |
| 82 | GILD | Gilead Sciences Inc | 0.01% | Add +0.6% | 5,290 | $519K | $98.11 | No quote |
| 83 | CSCO | Cisco Systems Inc | 0.01% | Reduce -3.5% | 18,820 | $518K | $27.52 | No quote |
| 84 | NSR | Neustar Inc. | 0.01% | Add +8.2% | 20,900 | $515K | No quote | No quote |
| 85 | WIN | Windstream | 0.01% | Add +32.4% | 69,150 | $512K | No quote | No quote |
| 87 | NSRGY | Nestle SA ADR | 0.01% | New | 6,750 | $508K | $75.26 | No quote |
| 86 | EMN | Eastman Chemical Co. | 0.01% | Add +22.6% | 7,330 | $508K | $69.30 | No quote |
| 88 | QSII | Quality Systems Inc. | 0.01% | Reduce -12.5% | 31,620 | $505K | No quote | No quote |
| 89 | PM | Philip Morris Intl | 0.01% | Add +10.1% | 6,680 | $503K | $75.30 | No quote |
| 90 | MAT | Mattel Inc | 0.01% | Add +30.1% | 21,900 | $500K | $22.83 | No quote |
| 91 | FMC | FMC Corporation | 0.01% | New | 8,720 | $499K | $57.22 | No quote |
| 93 | OI | Owens-Illinois Inc | 0.01% | Add +5.9% | 21,180 | $494K | No quote | No quote |
| 92 | CR | Crane Company | 0.01% | Reduce -6.4% | 7,920 | $494K | $62.37 | No quote |
| 94 | WRLD | World Acceptance Corp | 0.01% | Reduce -3.0% | 6,700 | $489K | No quote | No quote |
| 95 | APOL | Apollo Group Inc Cl A | 0.01% | Add +15.5% | 19,630 | $371K | No quote | No quote |
| 96 | BCR | Bard (C.R.) Inc | 0.00% | - | 1,425 | $238K | No quote | No quote |
| 97 | WTW | Weight Watchers Intl | 0.00% | New | 30,310 | $212K | $6.99 | No quote |
| 108 | ZBH | Zimmer Holdings Inc | - | Sold | 0 | $0 | No quote | No quote |
| 107 | VTI | Vanguard Index Total Stk Mkt ETF | - | Sold | 0 | $0 | No quote | No quote |
| 106 | SLGN | Silgan Holdings Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | PETM | Petsmart Inc | - | Sold | 0 | $0 | No quote | No quote |
| 104 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 103 | MDT | Medtronic Inc | - | Sold | 0 | $0 | No quote | No quote |
| 102 | MHP | McGraw-Hill Financial, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 101 | LO | Lorillard, Inc | - | Sold | 0 | $0 | No quote | No quote |
| 100 | EXPD | Expeditors Intl of WA | - | Sold | 0 | $0 | No quote | No quote |
| 99 | DLTR | Dollar Tree, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 98 | ATK | Alliant Techsystems Inc | - | Sold | 0 | $0 | No quote | No quote |