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 77 of 114 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 5.80% | Add +1.2% | 3,548,971 | $363.7M | $102.48 | No quote |
| 2 | BDX | Becton Dickinson & Co. | 5.53% | Reduce -3.8% | 2,284,597 | $346.85M | $151.82 | No quote |
| 3 | MMM | 3M Company | 5.47% | Add +1.2% | 2,058,158 | $342.95M | $166.63 | No quote |
| 4 | MSFT | Microsoft Corporation | 5.31% | Reduce -4.8% | 6,029,436 | $333.01M | $55.23 | No quote |
| 5 | JNJ | Johnson & Johnson | 5.20% | Add +4.6% | 3,012,645 | $325.97M | $108.20 | No quote |
| 6 | ACN | Accenture Plc | 5.17% | Reduce -5.9% | 2,809,606 | $324.23M | $115.40 | No quote |
| 7 | TJX | TJX Companies Inc | 4.83% | Reduce -8.0% | 3,866,667 | $302.95M | $78.35 | No quote |
| 8 | PX | Praxair Inc | 4.75% | Add +0.3% | 2,605,092 | $298.15M | No quote | No quote |
| 9 | UTX | United Technologies Corp | 4.73% | Add +1.2% | 2,964,867 | $296.78M | No quote | No quote |
| 10 | ECL | Ecolab Inc | 4.71% | Add +0.5% | 2,645,991 | $295.08M | $111.52 | No quote |
| 11 | ORCL | Oracle Corporation | 4.62% | Add +0.5% | 7,078,069 | $289.56M | $40.91 | No quote |
| 12 | OMC | Omnicom Group Inc | 4.24% | Add +1.1% | 3,190,927 | $265.58M | $83.23 | No quote |
| 13 | PG | Procter & Gamble Co. | 4.16% | Add +1.2% | 3,168,447 | $260.8M | $82.31 | No quote |
| 14 | UNH | Unitedhealth Group Inc | 4.04% | Add +4.3% | 1,966,120 | $253.43M | $128.90 | No quote |
| 15 | CTSH | Cognizant Tech Solutions | 3.06% | Add +20.2% | 3,065,003 | $192.18M | $62.70 | No quote |
| 16 | AAPL | Apple Inc. | 3.03% | Add +59121.4% | 1,744,070 | $190.09M | $108.99 | No quote |
| 17 | SYK | Stryker Corp | 2.99% | Add +4.5% | 1,746,590 | $187.39M | $107.29 | No quote |
| 18 | APH | Amphenol Corp. | 2.96% | Add +0.5% | 3,208,107 | $185.49M | $57.82 | No quote |
| 19 | UPS | United Parcel Svc Cl B | 2.86% | Reduce -5.9% | 1,699,837 | $179.28M | $105.47 | No quote |
| 20 | NKE | Nike Inc cl B | 2.70% | Reduce -5.4% | 2,756,654 | $169.45M | $61.47 | No quote |
| 21 | WAT | Waters Corp | 2.60% | Reduce -5.9% | 1,235,675 | $163.01M | $131.92 | No quote |
| 22 | EMR | Emerson Electric Co. | 2.54% | Add +1.2% | 2,930,877 | $159.38M | $54.38 | No quote |
| 23 | MA | Mastercard Inc. | 2.42% | Add +3.9% | 1,608,970 | $152.05M | $94.50 | No quote |
| 24 | TROW | T Rowe Price Group Inc | 2.40% | Add +1.1% | 2,048,326 | $150.47M | $73.46 | No quote |
| 25 | KO | Coca-Cola Company | 2.31% | Add +0.9% | 3,116,076 | $144.56M | $46.39 | No quote |
| 26 | EFX | Equifax Inc | 0.29% | Reduce -2.0% | 156,573 | $17.9M | $114.29 | No quote |
| 27 | ADP | Automatic Data Processing Inc. | 0.22% | Add +0.2% | 155,438 | $13.94M | $89.71 | No quote |
| 28 | CL | Colgate-Palmolive Co | 0.16% | Reduce -95.5% | 141,757 | $10.02M | $70.65 | No quote |
| 29 | ADBE | Adobe Systems Inc. | 0.12% | Reduce -2.5% | 77,305 | $7.25M | $93.80 | No quote |
| 30 | ABT | Abbott Laboratories | 0.10% | Reduce -0.0% | 145,187 | $6.07M | $41.83 | No quote |
| 31 | CLX | Clorox Company | 0.09% | Reduce -4.4% | 45,020 | $5.68M | $126.06 | No quote |
| 32 | BMY | Bristol Myers Squibb Co. | 0.03% | - | 33,000 | $2.11M | $63.88 | No quote |
| 33 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $1.98M | $69.20 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | Reduce -0.2% | 31,420 | $1.8M | $57.13 | No quote |
| 35 | DD | DuPont de Nemours & Co. | 0.02% | Reduce -33.0% | 19,408 | $1.23M | $63.32 | No quote |
| 36 | MDT | Medtronic PLC | 0.02% | Reduce -21.8% | 13,883 | $1.04M | $74.98 | No quote |
| 37 | VAR | Varian Medical Systems | 0.01% | Reduce -20.9% | 8,593 | $688K | No quote | No quote |
| 38 | PAYX | Paychex Inc. | 0.01% | - | 11,885 | $642K | $54.02 | No quote |
| 39 | PRAA | PRA Group Inc | 0.01% | Add +72.2% | 18,420 | $541K | No quote | No quote |
| 40 | AVP | Avon Products Inc. | 0.01% | Reduce -30.4% | 107,060 | $515K | No quote | No quote |
| 41 | WEX | Wex Inc | 0.01% | New | 6,120 | $510K | $83.33 | No quote |
| 42 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $504K | $74.67 | No quote |
| 43 | NUS | Nu Skin Enterprises Inc. | 0.01% | Add +1.7% | 12,620 | $483K | No quote | No quote |
| 44 | PBI | Pitney Bowes Inc. | 0.01% | Add +15.3% | 21,950 | $473K | $21.55 | No quote |
| 45 | MLKN | Herman Miller Inc. | 0.01% | New | 15,160 | $468K | $30.87 | No quote |
| 46 | TUP | Tupperware Brands | 0.01% | Add +9.2% | 7,950 | $461K | No quote | No quote |
| 47 | TNH | Terra Nitrogen Co LP | 0.01% | Add +8.8% | 4,080 | $454K | No quote | No quote |
| 48 | IBM | IBM Corp | 0.01% | Add +1.7% | 2,990 | $453K | $151.50 | No quote |
| 49 | CAT | Caterpillar Inc | 0.01% | Add +3.7% | 5,910 | $452K | $76.48 | No quote |
| 50 | HPQ | Hewlett-Packard Co | 0.01% | New | 36,510 | $450K | $12.33 | No quote |
| 51 | WLY | John Wiley & Sons | 0.01% | New | 9,140 | $447K | No quote | No quote |
| 53 | SYNT | Syntel | 0.01% | New | 8,810 | $440K | No quote | No quote |
| 52 | AXP | American Express Co. | 0.01% | New | 7,170 | $440K | $61.37 | No quote |
| 56 | PII | Polaris Industries Inc | 0.01% | Add +15.9% | 4,450 | $438K | $98.43 | No quote |
| 55 | JWN | Nordstrom Inc. | 0.01% | Add +5.4% | 7,660 | $438K | No quote | No quote |
| 54 | EMN | Eastman Chemical Co. | 0.01% | Add +7.0% | 6,070 | $438K | $72.16 | No quote |
| 59 | MSM | MSC Industrial Direct Co. | 0.01% | Reduce -13.5% | 5,720 | $436K | $76.22 | No quote |
| 58 | GPC | Genuine Parts Company | 0.01% | Reduce -2.2% | 4,390 | $436K | $99.32 | No quote |
| 57 | DLX | Deluxe Corporation | 0.01% | Reduce -3.1% | 6,970 | $436K | $62.55 | No quote |
| 60 | MCO | Moody's Corp. | 0.01% | Add +15.6% | 4,510 | $435K | $96.45 | No quote |
| 61 | CR | Crane Company | 0.01% | Add +1.9% | 8,060 | $434K | $53.85 | No quote |
| 62 | HLF | Herbalife Ltd. | 0.01% | New | 7,040 | $433K | $61.51 | No quote |
| 63 | TXN | Texas Instruments Inc | 0.01% | Add +8.1% | 7,480 | $430K | $57.49 | No quote |
| 64 | MASI | Masimo Corporation | 0.01% | New | 10,260 | $429K | $41.81 | No quote |
| 66 | HI | Hillenbrand Inc. | 0.01% | New | 14,280 | $428K | No quote | No quote |
| 65 | CSCO | Cisco Systems Inc. | 0.01% | Add +2.0% | 15,040 | $428K | $28.46 | No quote |
| 69 | WDC | Western Digital Corp | 0.01% | Add +42.3% | 9,020 | $426K | $47.23 | No quote |
| 68 | LSTR | Landstar System Inc. | 0.01% | Add +3.3% | 6,600 | $426K | $64.55 | No quote |
| 67 | CCK | Crown Holdings Inc. | 0.01% | Add +9.1% | 8,600 | $426K | $49.53 | No quote |
| 73 | BKE | The Buckle Inc | 0.01% | Reduce -2.9% | 12,560 | $425K | $33.84 | No quote |
| 72 | GIS | General Mills Inc. | 0.01% | Reduce -4.5% | 6,710 | $425K | $63.34 | No quote |
| 71 | DNB | Dun & Bradstreet Corp | 0.01% | Add +11.7% | 4,120 | $425K | No quote | No quote |
| 70 | BA | Boeing Company | 0.01% | Add +23.6% | 3,350 | $425K | $126.87 | No quote |
| 76 | RL | Polo Ralph Lauren Corp Cl A | 0.01% | New | 4,400 | $424K | No quote | No quote |
| 75 | PM | Philip Morris Intl | 0.01% | Reduce -8.1% | 4,320 | $424K | $98.15 | No quote |
| 74 | DECK | Deckers Outdoor Corp. | 0.01% | Reduce -17.2% | 7,070 | $424K | $59.97 | No quote |
| 77 | EXPD | Expeditors International of WA | 0.01% | New | 8,600 | $420K | $48.84 | No quote |
| 78 | ITT | ITT Corporation | 0.01% | Add +8.1% | 11,310 | $417K | No quote | No quote |
| 81 | WU | Western Union | 0.01% | Add +3.6% | 21,540 | $416K | $19.31 | No quote |
| 80 | TDC | Teradata Corp | 0.01% | Add +6.5% | 15,850 | $416K | $26.25 | No quote |
| 79 | MRK | Merck & Co. Inc. | 0.01% | New | 7,860 | $416K | $52.93 | No quote |
| 82 | CMP | Compass Minerals Intl Inc | 0.01% | Add +22.1% | 5,850 | $415K | No quote | No quote |
| 83 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Reduce -8.8% | 2,710 | $414K | $152.77 | No quote |
| 84 | VMW | VMware Inc Class A | 0.01% | Add +16.4% | 7,880 | $412K | No quote | No quote |
| 85 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -9.7% | 5,950 | $408K | $68.57 | No quote |
| 86 | GILD | Gilead Sciences Inc. | 0.01% | Add +17.5% | 4,430 | $407K | $91.87 | No quote |
| 88 | LLTC | Linear Technology Corp | 0.01% | Add +2.1% | 9,100 | $405K | No quote | No quote |
| 87 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Add +9.5% | 8,150 | $405K | No quote | No quote |
| 89 | STJ | Saint Jude Med Inc | 0.01% | Add +15.8% | 7,310 | $402K | No quote | No quote |
| 90 | HSY | Hershey Co. | 0.01% | Reduce -8.0% | 4,350 | $401K | $92.18 | No quote |
| 91 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -4.7% | 12,280 | $398K | $32.41 | No quote |
| 93 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +52.4% | 16,790 | $395K | No quote | No quote |
| 92 | NSR | Neustar Inc | 0.01% | Reduce -7.6% | 16,040 | $395K | No quote | No quote |
| 94 | DISH | DISH Network Corp cl A | 0.01% | New | 8,510 | $394K | No quote | No quote |
| 95 | VGR | Vector Group Ltd | 0.01% | Add +5.1% | 17,225 | $393K | No quote | No quote |
| 96 | SAM | Boston Beer | 0.01% | Add +12.8% | 2,110 | $390K | $184.83 | No quote |
| 97 | PFE | Pfizer Inc. | 0.01% | Add +9.2% | 13,140 | $389K | $29.60 | No quote |
| 98 | CI | Cigna Corporation | 0.01% | Reduce -4.4% | 2,810 | $386K | $137.37 | No quote |
| 99 | WWW | Wolverine World Wide Inc | 0.01% | Reduce -10.0% | 20,550 | $379K | No quote | No quote |
| 100 | GD | General Dynamics Corp. | 0.01% | Add +4.0% | 2,880 | $378K | $131.25 | No quote |
| 101 | EAT | Brinker International | 0.01% | Reduce -11.8% | 7,880 | $362K | No quote | No quote |
| 102 | T | AT&T Corp | 0.01% | - | 9,000 | $353K | $39.22 | No quote |
| 103 | ZD | J2 Global Inc | 0.01% | Add +9.4% | 5,490 | $338K | $61.57 | No quote |
| 114 | GWW | W.W. Grainger Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 113 | UPL | Ultra Petroleum Corp | - | Sold | 0 | $0 | No quote | No quote |
| 112 | TGT | Target Corp | - | Sold | 0 | $0 | No quote | No quote |
| 111 | MHP | McGraw Hill Financial Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 110 | HIBB | Hibbett Sports Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 109 | HRB | H&R Block Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 108 | COH | Coach Inc | - | Sold | 0 | $0 | No quote | No quote |
| 107 | CPB | Campbell Soup Company | - | Sold | 0 | $0 | No quote | No quote |
| 106 | CHRW | C.H. Robinson Worldwide Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | BAX | Baxter International | - | Sold | 0 | $0 | No quote | No quote |
| 104 | MO | Altria Group Inc | - | Sold | 0 | $0 | No quote | No quote |