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 78 of 114 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 5.81% | Add +0.7% | 3,501,471 | $330.19M | $94.30 | No quote |
| 2 | ACN | Accenture Plc | 5.65% | Reduce -11.0% | 3,268,351 | $321.15M | $98.26 | No quote |
| 3 | BDX | Becton Dickinson & Co. | 5.54% | Reduce -6.9% | 2,370,775 | $314.51M | $132.66 | No quote |
| 4 | TJX | TJX Companies Inc | 5.27% | Reduce -15.0% | 4,190,557 | $299.29M | $71.42 | No quote |
| 5 | MMM | 3M Company | 5.06% | Add +1.0% | 2,027,879 | $287.49M | $141.77 | No quote |
| 6 | ECL | Ecolab Inc | 5.02% | Add +0.5% | 2,598,511 | $285.11M | $109.72 | No quote |
| 7 | MSFT | Microsoft Corporation | 4.92% | Add +0.9% | 6,319,586 | $279.71M | $44.26 | No quote |
| 8 | PX | Praxair Inc | 4.60% | Add +0.7% | 2,563,137 | $261.08M | No quote | No quote |
| 9 | UTX | United Technologies Corp | 4.58% | Add +1.0% | 2,924,457 | $260.25M | No quote | No quote |
| 10 | ORCL | Oracle Corporation | 4.47% | Add +0.9% | 7,031,315 | $253.97M | $36.12 | No quote |
| 11 | JNJ | Johnson & Johnson | 4.46% | Add +28.7% | 2,712,485 | $253.21M | $93.35 | No quote |
| 12 | CL | Colgate-Palmolive Co | 3.73% | Add +0.6% | 3,342,339 | $212.11M | $63.46 | No quote |
| 13 | PG | Procter & Gamble Co. | 3.71% | Add +16.8% | 2,925,817 | $210.48M | $71.94 | No quote |
| 14 | OMC | Omnicom Group Inc | 3.65% | Add +0.6% | 3,145,717 | $207.3M | $65.90 | No quote |
| 15 | MDT | Medtronic PLC | 3.55% | Reduce -30.2% | 3,014,766 | $201.81M | $66.94 | No quote |
| 16 | NKE | Nike Inc cl B | 3.14% | Add +0.8% | 1,449,830 | $178.29M | $122.97 | No quote |
| 17 | UPS | United Parcel Svc Cl B | 3.13% | Add +0.8% | 1,803,137 | $177.95M | $98.69 | No quote |
| 18 | APH | Amphenol Corp. | 2.85% | Add +1.0% | 3,182,079 | $162.16M | $50.96 | No quote |
| 19 | CTSH | Cognizant Tech Solutions | 2.81% | Add +0.6% | 2,548,963 | $159.59M | $62.61 | No quote |
| 20 | UNH | Unitedhealth Group Inc | 2.78% | Add +0.7% | 1,361,880 | $157.99M | $116.01 | No quote |
| 21 | WAT | Waters Corp | 2.73% | Add +0.7% | 1,309,895 | $154.84M | $118.21 | No quote |
| 22 | TROW | T Rowe Price Group Inc | 2.47% | Add +0.4% | 2,018,376 | $140.28M | $69.50 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.25% | Reduce -15.6% | 2,892,854 | $127.78M | $44.17 | No quote |
| 24 | KO | Coca-Cola Company | 2.18% | Add +0.7% | 3,089,726 | $123.96M | $40.12 | No quote |
| 25 | DD | DuPont de Nemours & Co. | 2.07% | Add +30.7% | 2,445,600 | $117.88M | $48.20 | No quote |
| 26 | MA | Mastercard Inc. | 1.97% | New | 1,239,980 | $111.75M | $90.12 | No quote |
| 27 | EFX | Equifax Inc | 0.30% | Reduce -86.4% | 173,916 | $16.9M | $97.18 | No quote |
| 28 | ADP | Automatic Data Processing Inc. | 0.23% | Reduce -0.8% | 164,688 | $13.23M | $80.36 | No quote |
| 29 | SYK | Stryker Corp | 0.15% | Reduce -5.8% | 89,776 | $8.45M | $94.10 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.11% | Reduce -5.7% | 79,305 | $6.52M | $82.21 | No quote |
| 31 | ABT | Abbott Laboratories | 0.10% | Reduce -8.5% | 146,697 | $5.9M | $40.22 | No quote |
| 32 | CLX | Clorox Company | 0.10% | Reduce -4.8% | 47,145 | $5.45M | $115.54 | No quote |
| 33 | BMY | Bristol Myers Squibb Co. | 0.03% | - | 33,000 | $1.95M | $59.21 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | Reduce -7.6% | 31,470 | $1.71M | $54.40 | No quote |
| 35 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $1.55M | $54.02 | No quote |
| 36 | VAR | Varian Medical Systems | 0.02% | Reduce -99.2% | 15,703 | $1.16M | No quote | No quote |
| 37 | PAYX | Paychex Inc. | 0.01% | Reduce -3.3% | 11,885 | $566K | $47.62 | No quote |
| 38 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -2.2% | 14,470 | $537K | $37.11 | No quote |
| 39 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $508K | $75.26 | No quote |
| 40 | RL | Polo Ralph Lauren Corp Cl A | 0.01% | Add +1.8% | 3,950 | $467K | No quote | No quote |
| 41 | TXN | Texas Instruments Inc | 0.01% | Add +3.2% | 9,400 | $465K | $49.47 | No quote |
| 42 | TNH | Terra Nitrogen Co LP | 0.01% | Add +12.1% | 4,260 | $460K | No quote | No quote |
| 43 | XOM | Exxon Mobil Corp | 0.01% | Add +6.2% | 6,170 | $459K | $74.39 | No quote |
| 44 | CPB | Campbell Soup Company | 0.01% | Reduce -16.7% | 9,040 | $458K | $50.66 | No quote |
| 45 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Reduce -15.8% | 3,090 | $455K | $147.25 | No quote |
| 46 | MLKN | Herman Miller Inc. | 0.01% | Reduce -13.5% | 15,740 | $454K | $28.84 | No quote |
| 48 | MCD | McDonald's Corp. | 0.01% | Reduce -9.7% | 4,580 | $451K | $98.47 | No quote |
| 47 | ZD | J2 Global Inc | 0.01% | Reduce -16.0% | 6,370 | $451K | $70.80 | No quote |
| 49 | SYNT | Syntel | 0.01% | Reduce -12.9% | 9,930 | $450K | No quote | No quote |
| 51 | LLTC | Linear Technology Corp | 0.01% | Add +2.6% | 11,120 | $449K | No quote | No quote |
| 50 | FCFS | First Cash Fncl Svcs Inc. | 0.01% | New | 11,220 | $449K | No quote | No quote |
| 52 | OI | Owens-Illinois Inc. | 0.01% | Add +6.0% | 21,480 | $445K | No quote | No quote |
| 55 | TGT | Target Corp | 0.01% | Reduce -12.7% | 5,650 | $444K | $78.58 | No quote |
| 54 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -1.2% | 16,900 | $444K | $26.27 | No quote |
| 53 | CHRW | C.H. Robinson Worldwide Inc. | 0.01% | Reduce -17.5% | 6,550 | $444K | $67.79 | No quote |
| 56 | NSR | Neustar Inc | 0.01% | Reduce -12.3% | 16,250 | $442K | No quote | No quote |
| 59 | WU | Western Union | 0.01% | Add +6.9% | 24,010 | $441K | $18.37 | No quote |
| 58 | PBI | Pitney Bowes Inc. | 0.01% | Reduce -0.4% | 22,210 | $441K | $19.86 | No quote |
| 57 | APOL | Apollo Education Group Inc. | 0.01% | Add +28.2% | 39,870 | $441K | No quote | No quote |
| 61 | GIS | General Mills Inc. | 0.01% | Reduce -13.1% | 7,780 | $437K | $56.17 | No quote |
| 60 | DNB | Dun & Bradstreet Corp | 0.01% | Add +5.6% | 4,160 | $437K | No quote | No quote |
| 62 | VGR | Vector Group Ltd | 0.01% | Reduce -14.9% | 19,305 | $436K | No quote | No quote |
| 65 | SHW | Sherwin-Williams Co | 0.01% | - | 1,950 | $434K | $222.56 | No quote |
| 64 | PM | Philip Morris Intl | 0.01% | Reduce -7.6% | 5,470 | $434K | $79.34 | No quote |
| 63 | GPC | Genuine Parts Company | 0.01% | Reduce -3.0% | 5,230 | $434K | $82.98 | No quote |
| 66 | IBM | IBM Corp | 0.01% | Add +2.0% | 2,980 | $432K | $144.97 | No quote |
| 68 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -0.5% | 6,630 | $430K | $64.86 | No quote |
| 67 | EAT | Brinker International | 0.01% | Reduce -9.5% | 8,170 | $430K | No quote | No quote |
| 70 | TUP | Tupperware Brands | 0.01% | Add +14.6% | 8,660 | $429K | No quote | No quote |
| 69 | COH | Coach Inc | 0.01% | Add +9.4% | 14,830 | $429K | No quote | No quote |
| 71 | GWW | W.W. Grainger Inc. | 0.01% | Reduce -3.4% | 1,990 | $428K | $215.08 | No quote |
| 72 | CHH | Choice Hotels Intl | 0.01% | New | 8,940 | $426K | $47.65 | No quote |
| 74 | TDC | Teradata Corp | 0.01% | Add +15.1% | 14,650 | $424K | $28.94 | No quote |
| 73 | NTAP | NetApp Inc. | 0.01% | Add +0.1% | 14,310 | $424K | $29.63 | No quote |
| 75 | CI | Cigna Corporation | 0.01% | Reduce -18.1% | 3,130 | $423K | $135.14 | No quote |
| 76 | KMB | Kimberly-Clark Corp. | 0.01% | New | 3,870 | $422K | $109.04 | No quote |
| 77 | ITT | ITT Corporation | 0.01% | Add +6.7% | 12,600 | $421K | No quote | No quote |
| 79 | PFE | Pfizer Inc. | 0.01% | Reduce -11.0% | 13,230 | $416K | $31.44 | No quote |
| 78 | DLX | Deluxe Corporation | 0.01% | Reduce -2.9% | 7,470 | $416K | $55.69 | No quote |
| 81 | LSTR | Landstar System Inc. | 0.01% | Reduce -20.7% | 6,430 | $408K | $63.45 | No quote |
| 80 | GILD | Gilead Sciences Inc. | 0.01% | Reduce -10.3% | 4,160 | $408K | $98.08 | No quote |
| 82 | UPL | Ultra Petroleum Corp | 0.01% | New | 63,620 | $407K | No quote | No quote |
| 83 | STJ | Saint Jude Med Inc | 0.01% | Reduce -6.1% | 6,440 | $406K | No quote | No quote |
| 84 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +0.7% | 7,110 | $405K | No quote | No quote |
| 86 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +10.0% | 11,480 | $399K | No quote | No quote |
| 85 | HIBB | Hibbett Sports Inc. | 0.01% | Add +0.9% | 11,410 | $399K | No quote | No quote |
| 87 | MHP | McGraw Hill Financial Inc. | 0.01% | Reduce -3.6% | 4,590 | $397K | No quote | No quote |
| 88 | CR | Crane Company | 0.01% | Add +4.7% | 8,480 | $395K | $46.58 | No quote |
| 89 | BKE | The Buckle Inc | 0.01% | Reduce -8.4% | 10,580 | $391K | $36.96 | No quote |
| 90 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Reduce -7.9% | 4,100 | $385K | $93.90 | No quote |
| 91 | CAT | Caterpillar Inc | 0.01% | Add +1.4% | 5,870 | $384K | $65.42 | No quote |
| 92 | MSM | MSC Industrial Direct Co. | 0.01% | New | 6,280 | $383K | $60.99 | No quote |
| 93 | BAX | Baxter International | 0.01% | Add +54.1% | 11,590 | $381K | $32.87 | No quote |
| 94 | BA | Boeing Company | 0.01% | New | 2,900 | $380K | $131.03 | No quote |
| 95 | SCCO | Southern Copper Corp | 0.01% | New | 13,930 | $372K | $26.70 | No quote |
| 96 | SONC | Sonic Corp | 0.01% | New | 15,960 | $366K | No quote | No quote |
| 97 | MRK | Merck & Co. Inc. | 0.01% | New | 7,370 | $364K | $49.39 | No quote |
| 98 | EMN | Eastman Chemical Co. | 0.01% | New | 5,400 | $349K | $64.63 | No quote |
| 99 | DECK | Deckers Outdoor Corp. | 0.01% | New | 5,990 | $348K | $58.10 | No quote |
| 100 | AAPL | Apple Inc. | 0.01% | Add +16.7% | 2,940 | $324K | $110.20 | No quote |
| 101 | AVP | Avon Products Inc. | 0.01% | Add +26.2% | 95,140 | $309K | No quote | No quote |
| 102 | T | AT&T Corp | 0.01% | New | 9,000 | $293K | $32.56 | No quote |
| 103 | EPC | Edgewell Personal Care Company | 0.00% | New | 3,350 | $273K | $81.49 | No quote |
| 114 | PRAA | PRA Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 113 | OA | Orbital ATK Inc Com | - | Sold | 0 | $0 | No quote | No quote |
| 112 | NUS | Nu Skin Enterprises Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 111 | JWN | Nordstrom Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 110 | LXK | Lexmark International Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 109 | WLY | John Wiley & Sons | - | Sold | 0 | $0 | No quote | No quote |
| 108 | HLF | Herbalife Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 107 | ENR | Energizer Holdings Inc | - | Sold | 0 | $0 | No quote | No quote |
| 106 | DE | Deere & Company | - | Sold | 0 | $0 | No quote | No quote |
| 105 | CMP | Compass Minerals Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 104 | BCR | C.R. Bard Inc. | - | Sold | 0 | $0 | No quote | No quote |