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 78 of 115 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 5.96% | Add +8.9% | 2,457,461 | $406.83M | $165.55 | No quote |
| 2 | PEP | PepsiCo Inc. | 5.85% | Reduce -0.0% | 3,816,505 | $399.32M | $104.63 | No quote |
| 3 | MSFT | Microsoft Corp | 5.38% | Reduce -0.2% | 5,908,102 | $367.13M | $62.14 | No quote |
| 4 | MMM | 3M Company | 5.31% | Reduce -0.1% | 2,030,224 | $362.54M | $178.57 | No quote |
| 5 | UTX | United Technologies Corp | 5.20% | Add +0.0% | 3,242,608 | $355.46M | No quote | No quote |
| 6 | UNH | Unitedhealth Group Inc | 4.54% | Reduce -0.1% | 1,937,408 | $310.06M | $160.04 | No quote |
| 7 | JNJ | Johnson & Johnson | 4.54% | Reduce -0.3% | 2,689,173 | $309.82M | $115.21 | No quote |
| 8 | ECL | Ecolab Inc | 4.49% | Reduce -0.2% | 2,613,765 | $306.39M | $117.22 | No quote |
| 9 | PX | Praxair Inc | 4.43% | Add +0.0% | 2,580,462 | $302.4M | No quote | No quote |
| 10 | ACN | Accenture Plc | 4.25% | Reduce -0.0% | 2,476,090 | $290.02M | $117.13 | No quote |
| 11 | OMC | Omnicom Group Inc | 3.92% | Add +0.1% | 3,147,860 | $267.91M | $85.11 | No quote |
| 12 | ORCL | Oracle Corporation | 3.88% | Reduce -0.1% | 6,900,307 | $265.32M | $38.45 | No quote |
| 13 | PG | Procter & Gamble Co. | 3.80% | Reduce -1.1% | 3,089,542 | $259.77M | $84.08 | No quote |
| 14 | TJX | TJX Companies Inc | 3.71% | Reduce -0.1% | 3,372,317 | $253.36M | $75.13 | No quote |
| 15 | SYK | Stryker Corp | 3.55% | Add +17.4% | 2,024,233 | $242.52M | $119.81 | No quote |
| 16 | ADP | Automatic Data Processing Inc. | 3.50% | Add +0.1% | 2,326,985 | $239.17M | $102.78 | No quote |
| 17 | AAPL | Apple Inc. | 2.90% | Reduce -0.1% | 1,712,186 | $198.31M | $115.82 | No quote |
| 18 | UPS | United Parcel Svc Cl B | 2.81% | Reduce -0.1% | 1,672,840 | $191.77M | $114.64 | No quote |
| 19 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.69% | Add +38.2% | 231,910 | $183.78M | $792.45 | No quote |
| 20 | NKE | Nike Inc cl B | 2.46% | Reduce -0.1% | 3,302,880 | $167.89M | $50.83 | No quote |
| 21 | WAT | Waters Corp | 2.45% | Add +24.4% | 1,243,457 | $167.11M | $134.39 | No quote |
| 22 | MA | Mastercard Inc. | 2.37% | Reduce -0.1% | 1,569,563 | $162.06M | $103.25 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.36% | Add +0.0% | 2,892,870 | $161.28M | $55.75 | No quote |
| 24 | APH | Amphenol Corp. | 2.36% | Reduce -23.5% | 2,395,559 | $160.98M | $67.20 | No quote |
| 25 | TROW | T Rowe Price Group Inc | 2.22% | Reduce -0.1% | 2,015,840 | $151.71M | $75.26 | No quote |
| 26 | CTSH | Cognizant Tech Solutions | 2.04% | Reduce -0.1% | 2,492,566 | $139.66M | $56.03 | No quote |
| 27 | KO | Coca-Cola Company | 1.87% | Reduce -0.2% | 3,077,338 | $127.59M | $41.46 | No quote |
| 28 | EFX | Equifax Inc | 0.25% | Reduce -3.3% | 144,837 | $17.12M | $118.23 | No quote |
| 29 | CL | Colgate-Palmolive Co | 0.13% | Reduce -2.2% | 130,944 | $8.57M | $65.44 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.10% | Reduce -1.2% | 68,625 | $7.07M | $102.95 | No quote |
| 31 | CLX | Clorox Company | 0.08% | - | 44,555 | $5.35M | $120.01 | No quote |
| 32 | ABT | Abbott Laboratories | 0.08% | Reduce -3.8% | 136,787 | $5.25M | $38.41 | No quote |
| 33 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.28M | $79.55 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | Reduce -1.3% | 31,020 | $1.94M | $62.60 | No quote |
| 35 | BMY | Bristol Myers Squibb Co. | 0.03% | Reduce -0.9% | 33,000 | $1.93M | $58.45 | No quote |
| 36 | DD | DuPont de Nemours & Co. | 0.02% | Reduce -8.0% | 15,018 | $1.1M | $73.38 | No quote |
| 37 | MDT | Medtronic PLC | 0.01% | Reduce -5.0% | 11,458 | $816K | $71.22 | No quote |
| 38 | PAYX | Paychex Inc. | 0.01% | - | 10,885 | $663K | $60.91 | No quote |
| 39 | NSR | Neustar Inc | 0.01% | Reduce -7.2% | 17,150 | $573K | No quote | No quote |
| 40 | VAR | Varian Medical Systems | 0.01% | Reduce -4.5% | 5,798 | $521K | No quote | No quote |
| 41 | PRAA | PRA Group Inc | 0.01% | Reduce -21.0% | 12,900 | $504K | No quote | No quote |
| 42 | CSGS | CSG Systems Intl Inc | 0.01% | Reduce -12.5% | 10,060 | $487K | No quote | No quote |
| 43 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $484K | $71.70 | No quote |
| 44 | HI | Hillenbrand Inc. | 0.01% | Reduce -14.2% | 12,590 | $483K | No quote | No quote |
| 45 | CHH | Choice Hotels Intl | 0.01% | Reduce -12.9% | 8,290 | $465K | $56.09 | No quote |
| 46 | XLNX | Xilinx Inc | 0.01% | Reduce -13.7% | 7,690 | $464K | No quote | No quote |
| 47 | CACC | Credit Acceptance Corp | 0.01% | New | 2,130 | $463K | $217.37 | No quote |
| 48 | ZD | J2 Global Inc | 0.01% | Reduce -17.0% | 5,650 | $462K | $81.77 | No quote |
| 49 | CPB | Campbell Soup Company | 0.01% | Reduce -2.3% | 7,530 | $455K | $60.42 | No quote |
| 50 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Reduce -7.2% | 2,720 | $454K | $166.91 | No quote |
| 51 | VGR | Vector Group Ltd | 0.01% | Reduce -12.0% | 19,862 | $452K | No quote | No quote |
| 52 | MLKN | Herman Miller Inc. | 0.01% | Reduce -4.6% | 13,190 | $451K | $34.19 | No quote |
| 53 | BBY | Best Buy Co. Inc. | 0.01% | Reduce -22.2% | 10,500 | $448K | $42.67 | No quote |
| 54 | DLX | Deluxe Corporation | 0.01% | Reduce -9.9% | 6,210 | $445K | $71.66 | No quote |
| 55 | PFE | Pfizer Inc. | 0.01% | Reduce -3.2% | 13,634 | $443K | $32.49 | No quote |
| 56 | MAR | Marriott International Inc | 0.01% | Reduce -16.3% | 5,350 | $442K | $82.62 | No quote |
| 58 | KR | Kroger Company | 0.01% | Reduce -15.7% | 12,690 | $438K | $34.52 | No quote |
| 57 | DVA | DaVita HealthCare Partners Inc | 0.01% | New | 6,830 | $438K | $64.13 | No quote |
| 60 | WU | Western Union | 0.01% | Reduce -9.3% | 20,090 | $436K | $21.70 | No quote |
| 59 | LSTR | Landstar System Inc. | 0.01% | Reduce -24.5% | 5,110 | $436K | $85.32 | No quote |
| 61 | COL | Rockwell Collins Inc | 0.01% | New | 4,690 | $435K | No quote | No quote |
| 63 | GWW | W.W. Grainger Inc. | 0.01% | New | 1,860 | $432K | $232.26 | No quote |
| 62 | CTXS | Citrix Systems Inc. | 0.01% | Reduce -8.8% | 4,840 | $432K | No quote | No quote |
| 64 | YUM | Yum Brands Inc | 0.01% | New | 6,810 | $431K | $63.29 | No quote |
| 65 | HSY | Hershey Co. | 0.01% | New | 4,150 | $429K | $103.37 | No quote |
| 66 | DNB | Dun & Bradstreet Corp | 0.01% | Add +5.4% | 3,530 | $428K | No quote | No quote |
| 67 | EXPD | Expeditors International of WA | 0.01% | New | 8,060 | $427K | $52.98 | No quote |
| 68 | AXP | American Express Co. | 0.01% | Reduce -19.0% | 5,750 | $426K | $74.09 | No quote |
| 69 | TXN | Texas Instruments Inc | 0.01% | New | 5,830 | $425K | $72.90 | No quote |
| 70 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +14.2% | 4,100 | $423K | $103.17 | No quote |
| 71 | PBI | Pitney Bowes Inc. | 0.01% | Add +10.6% | 27,660 | $420K | $15.18 | No quote |
| 72 | WDR | Waddell & Reed Financial Inc | 0.01% | Reduce -12.3% | 21,410 | $418K | No quote | No quote |
| 73 | TGT | Target Corp | 0.01% | Reduce -6.2% | 5,780 | $417K | $72.15 | No quote |
| 75 | GIS | General Mills Inc. | 0.01% | Add +2.4% | 6,740 | $416K | $61.72 | No quote |
| 74 | EMN | Eastman Chemical Co. | 0.01% | Reduce -22.0% | 5,530 | $416K | $75.23 | No quote |
| 76 | SONC | Sonic Corp | 0.01% | Reduce -0.9% | 15,650 | $415K | No quote | No quote |
| 78 | KMB | Kimberly-Clark Corp. | 0.01% | Add +0.8% | 3,630 | $414K | $114.05 | No quote |
| 77 | ITT | ITT Inc | 0.01% | Reduce -19.1% | 10,740 | $414K | No quote | No quote |
| 80 | TNH | Terra Nitrogen Co LP | 0.01% | Reduce -1.5% | 4,020 | $413K | No quote | No quote |
| 79 | GPC | Genuine Parts Company | 0.01% | Reduce -5.3% | 4,320 | $413K | $95.60 | No quote |
| 81 | BKE | Buckle Inc | 0.01% | Add +3.0% | 17,970 | $410K | $22.82 | No quote |
| 82 | SAM | Boston Beer | 0.01% | Reduce -4.0% | 2,400 | $408K | $170.00 | No quote |
| 83 | SYNT | Syntel | 0.01% | Add +103.5% | 20,590 | $407K | No quote | No quote |
| 84 | CI | Cigna Corporation | 0.01% | Reduce -13.7% | 3,030 | $404K | $133.33 | No quote |
| 87 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -8.5% | 5,830 | $403K | $69.13 | No quote |
| 86 | CCK | Crown Holdings Inc. | 0.01% | Reduce -10.9% | 7,660 | $403K | $52.61 | No quote |
| 85 | CR | Crane Company | 0.01% | Reduce -22.3% | 5,590 | $403K | $72.09 | No quote |
| 88 | HRB | H&R Block Inc. | 0.01% | Reduce -10.6% | 17,440 | $401K | $22.99 | No quote |
| 89 | CSCO | Cisco Systems Inc. | 0.01% | Reduce -12.9% | 13,020 | $393K | $30.18 | No quote |
| 90 | PII | Polaris Industries Inc | 0.01% | Add +0.2% | 4,760 | $392K | $82.35 | No quote |
| 91 | TDC | Teradata Corp | 0.01% | Reduce -2.3% | 14,320 | $389K | $27.16 | No quote |
| 92 | WWW | Wolverine World Wide Inc | 0.01% | Reduce -8.4% | 17,670 | $388K | No quote | No quote |
| 93 | GILD | Gilead Sciences Inc. | 0.01% | Reduce -7.7% | 5,410 | $387K | $71.53 | No quote |
| 95 | HPQ | Hewlett-Packard Co | 0.01% | Reduce -19.0% | 26,000 | $386K | $14.85 | No quote |
| 94 | COH | Coach Inc | 0.01% | New | 11,020 | $386K | No quote | No quote |
| 96 | ENDPQ | Endo International plc | 0.01% | Add +17.0% | 23,300 | $384K | No quote | No quote |
| 97 | BBBYQ | Bed Bath & Beyond Inc | 0.01% | Reduce -6.5% | 9,380 | $381K | No quote | No quote |
| 99 | OI | Owens-Illinois Inc. | 0.01% | Reduce -11.1% | 21,850 | $380K | No quote | No quote |
| 98 | DECK | Deckers Outdoor Corp. | 0.01% | Add +0.3% | 6,860 | $380K | $55.39 | No quote |
| 100 | HLF | Herbalife Ltd. | 0.01% | Add +10.1% | 7,880 | $379K | $48.10 | No quote |
| 101 | VIAB | Viacom Inc Class B New | 0.01% | New | 10,710 | $376K | No quote | No quote |
| 102 | EAT | Brinker International | 0.01% | Reduce -11.3% | 7,550 | $374K | No quote | No quote |
| 103 | TUP | Tupperware Brands | 0.01% | Reduce -1.3% | 7,070 | $372K | No quote | No quote |
| 104 | NUS | Nu Skin Enterprises Inc. | 0.01% | New | 7,710 | $368K | No quote | No quote |
| 115 | GRA | W.R. Grace & Co. | - | Sold | 0 | $0 | No quote | No quote |
| 114 | VMW | VMware Inc Class A | - | Sold | 0 | $0 | No quote | No quote |
| 113 | USNA | USANA Health Sciences | - | Sold | 0 | $0 | No quote | No quote |
| 112 | SYNA | Synaptics Inc | - | Sold | 0 | $0 | No quote | No quote |
| 111 | SPGI | S&P Global Inc | - | Sold | 0 | $0 | No quote | No quote |
| 110 | OA | Orbital ATK Inc Com | - | Sold | 0 | $0 | No quote | No quote |
| 109 | JWN | Nordstrom Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 108 | NTAP | NetApp Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 107 | MSM | MSC Industrial Direct Co. | - | Sold | 0 | $0 | No quote | No quote |
| 106 | MCO | Moody's Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 105 | CHRW | C.H. Robinson Worldwide Inc. | - | Sold | 0 | $0 | No quote | No quote |