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 69 of 100 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.34% | Reduce -3.3% | 2,374,306 | $463.25M | $195.11 | No quote |
| 2 | PEP | PepsiCo Inc. | 5.84% | Reduce -3.2% | 3,689,912 | $426.15M | $115.49 | No quote |
| 3 | MMM | 3M Company | 5.60% | Reduce -3.1% | 1,963,529 | $408.79M | $208.19 | No quote |
| 4 | UTX | United Technologies Corp | 5.24% | Reduce -3.3% | 3,133,728 | $382.66M | No quote | No quote |
| 5 | MSFT | Microsoft Corp | 5.19% | Reduce -6.8% | 5,496,331 | $378.86M | $68.93 | No quote |
| 6 | UNH | Unitedhealth Group Inc | 4.76% | Reduce -3.1% | 1,874,003 | $347.48M | $185.42 | No quote |
| 7 | ECL | Ecolab Inc | 4.62% | Reduce -2.6% | 2,540,440 | $337.24M | $132.75 | No quote |
| 8 | PX | Praxair Inc | 4.55% | Reduce -2.7% | 2,505,397 | $332.09M | No quote | No quote |
| 9 | JNJ | Johnson & Johnson | 4.47% | Reduce -8.1% | 2,464,813 | $326.07M | $132.29 | No quote |
| 10 | ORCL | Oracle Corporation | 4.34% | Reduce -8.3% | 6,318,070 | $316.79M | $50.14 | No quote |
| 11 | SYK | Stryker Corp | 4.22% | Add +9.9% | 2,220,791 | $308.2M | $138.78 | No quote |
| 12 | OMC | Omnicom Group Inc | 3.97% | Add +11.3% | 3,498,755 | $290.05M | $82.90 | No quote |
| 13 | ACN | Accenture Plc | 3.83% | Reduce -8.5% | 2,262,782 | $279.86M | $123.68 | No quote |
| 14 | PG | Procter & Gamble Co. | 3.56% | Reduce -3.1% | 2,984,356 | $260.09M | $87.15 | No quote |
| 15 | TJX | TJX Companies Inc | 3.22% | Reduce -3.1% | 3,260,447 | $235.31M | $72.17 | No quote |
| 16 | NKE | Nike Inc Cl B | 3.14% | Add +17.6% | 3,880,154 | $228.93M | $59.00 | No quote |
| 17 | WAT | Waters Corp | 3.04% | Reduce -3.0% | 1,205,662 | $221.65M | $183.84 | No quote |
| 18 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.88% | Reduce -2.4% | 226,093 | $210.19M | $929.68 | No quote |
| 19 | ADP | Automatic Data Processing Inc. | 2.68% | Reduce -17.8% | 1,911,326 | $195.83M | $102.46 | No quote |
| 20 | AAPL | Apple Inc. | 2.56% | Reduce -24.1% | 1,299,191 | $187.11M | $144.02 | No quote |
| 21 | MA | Mastercard Inc. | 2.54% | Reduce -2.5% | 1,528,473 | $185.63M | $121.45 | No quote |
| 22 | UPS | United Parcel Svc Cl B | 2.45% | Reduce -3.1% | 1,614,760 | $178.58M | $110.59 | No quote |
| 23 | APH | Amphenol Corp. | 2.37% | Reduce -2.1% | 2,339,509 | $172.7M | $73.82 | No quote |
| 24 | EMR | Emerson Electric Co. | 2.29% | Reduce -2.5% | 2,809,467 | $167.5M | $59.62 | No quote |
| 25 | CTSH | Cognizant Tech Solutions | 2.20% | Reduce -2.7% | 2,419,306 | $160.64M | $66.40 | No quote |
| 26 | KO | Coca-Cola Company | 1.82% | Reduce -3.4% | 2,967,978 | $133.11M | $44.85 | No quote |
| 27 | BR | Broadridge Financial Solutions | 1.07% | New | 1,030,949 | $77.9M | $75.56 | No quote |
| 28 | EFX | Equifax Inc | 0.25% | Reduce -5.4% | 135,466 | $18.62M | $137.42 | No quote |
| 29 | CL | Colgate-Palmolive Co | 0.13% | - | 129,294 | $9.59M | $74.13 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.13% | Reduce -3.2% | 64,670 | $9.15M | $141.44 | No quote |
| 31 | ABT | Abbott Laboratories | 0.09% | Reduce -0.3% | 132,450 | $6.44M | $48.61 | No quote |
| 32 | CLX | Clorox Company | 0.08% | Reduce -4.3% | 42,525 | $5.67M | $133.24 | No quote |
| 33 | TROW | T Rowe Price Group Inc | 0.04% | Reduce -92.3% | 37,569 | $2.79M | $74.21 | No quote |
| 34 | ABBV | AbbVie Inc. | 0.03% | Reduce -1.0% | 30,220 | $2.19M | $72.50 | No quote |
| 35 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.08M | $72.80 | No quote |
| 36 | BMY | Bristol Myers Squibb Co. | 0.03% | - | 33,000 | $1.84M | $55.73 | No quote |
| 37 | VAR | Varian Medical Systems | 0.01% | Add +65.1% | 8,978 | $926K | No quote | No quote |
| 38 | CCK | Crown Holdings Inc. | 0.01% | Add +28.7% | 15,260 | $910K | $59.63 | No quote |
| 39 | DD | DuPont de Nemours & Co. | 0.01% | Reduce -6.9% | 10,947 | $884K | $80.75 | No quote |
| 40 | HRB | H&R Block Inc. | 0.01% | Add +24.2% | 24,870 | $769K | $30.92 | No quote |
| 41 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +24.2% | 5,850 | $751K | $128.38 | No quote |
| 43 | OI | Owens-Illinois Inc. | 0.01% | Add +24.2% | 31,170 | $746K | No quote | No quote |
| 42 | CPB | Campbell Soup Company | 0.01% | Add +65.3% | 14,300 | $746K | $52.17 | No quote |
| 44 | COL | Rockwell Collins Inc | 0.01% | - | 7,090 | $745K | No quote | No quote |
| 45 | MDT | Medtronic PLC | 0.01% | Reduce -6.7% | 8,358 | $742K | $88.78 | No quote |
| 46 | YUM | Yum Brands Inc | 0.01% | Add +24.2% | 9,710 | $716K | $73.74 | No quote |
| 47 | VFC | VF Corp | 0.01% | - | 12,320 | $710K | $57.63 | No quote |
| 48 | GIS | General Mills Inc. | 0.01% | Add +87.2% | 12,620 | $699K | $55.39 | No quote |
| 49 | NUS | Nu Skin Enterprises Inc. | 0.01% | Add +24.3% | 11,010 | $692K | No quote | No quote |
| 50 | EMN | Eastman Chemical Co. | 0.01% | Add +24.3% | 7,890 | $663K | $84.03 | No quote |
| 51 | EXPD | Expeditors International of WA | 0.01% | Add +24.2% | 11,500 | $650K | $56.52 | No quote |
| 53 | HI | Hillenbrand Inc. | 0.01% | Add +24.2% | 17,970 | $649K | No quote | No quote |
| 52 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +24.4% | 3,880 | $649K | $167.27 | No quote |
| 54 | HSY | Hershey Co. | 0.01% | - | 6,020 | $646K | $107.31 | No quote |
| 55 | GWW | W.W. Grainger Inc. | 0.01% | Add +64.0% | 3,510 | $634K | $180.63 | No quote |
| 56 | CR | Crane Company | 0.01% | Add +24.1% | 7,970 | $633K | $79.42 | No quote |
| 57 | DVA | DaVita HealthCare Partners Inc | 0.01% | Add +24.2% | 9,740 | $631K | $64.78 | No quote |
| 58 | CI | Cigna Corporation | 0.01% | Add +24.1% | 3,760 | $629K | $167.29 | No quote |
| 59 | DLX | Deluxe Corporation | 0.01% | Add +24.1% | 8,850 | $613K | $69.27 | No quote |
| 60 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $612K | $64.29 | No quote |
| 61 | PAYX | Paychex Inc. | 0.01% | Reduce -1.7% | 10,700 | $609K | $56.92 | No quote |
| 62 | VGR | Vector Group Ltd | 0.01% | Add +24.1% | 28,322 | $604K | No quote | No quote |
| 63 | TDC | Teradata Corp | 0.01% | Add +24.2% | 20,420 | $602K | $29.48 | No quote |
| 64 | COH | Coach Inc | 0.01% | - | 12,660 | $599K | No quote | No quote |
| 65 | SONC | Sonic Corp | 0.01% | Add +24.1% | 22,320 | $591K | No quote | No quote |
| 66 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $589K | $87.26 | No quote |
| 68 | KMB | Kimberly-Clark Corp. | 0.01% | Add +24.2% | 4,510 | $582K | $129.05 | No quote |
| 67 | CSGS | CSG Systems Intl Inc | 0.01% | Add +24.1% | 14,350 | $582K | No quote | No quote |
| 69 | WDR | Waddell & Reed Financial Inc | 0.01% | Add +24.2% | 30,540 | $577K | No quote | No quote |
| 70 | MLKN | Herman Miller Inc. | 0.01% | Add +24.2% | 18,820 | $572K | $30.39 | No quote |
| 71 | XLNX | Xilinx Inc | 0.01% | - | 8,840 | $569K | No quote | No quote |
| 72 | ZD | J2 Global Inc | 0.01% | - | 6,490 | $552K | $85.05 | No quote |
| 73 | CTXS | Citrix Systems Inc. | 0.01% | Add +24.1% | 6,900 | $549K | No quote | No quote |
| 74 | WU | Western Union | 0.01% | Add +24.2% | 28,660 | $546K | $19.05 | No quote |
| 75 | DNB | Dun & Bradstreet Corp | 0.01% | Add +24.2% | 5,030 | $544K | No quote | No quote |
| 76 | MAR | Marriott International Inc | 0.01% | - | 5,350 | $537K | $100.37 | No quote |
| 77 | VIAB | Viacom Inc Class B New | 0.01% | Add +24.1% | 15,270 | $513K | No quote | No quote |
| 78 | PII | Polaris Industries Inc | 0.01% | - | 5,470 | $504K | $92.14 | No quote |
| 79 | LSTR | Landstar System Inc. | 0.01% | - | 5,870 | $502K | $85.52 | No quote |
| 80 | PBI | Pitney Bowes Inc. | 0.01% | - | 31,770 | $480K | $15.11 | No quote |
| 81 | GPC | Genuine Parts Company | 0.01% | - | 4,960 | $460K | $92.74 | No quote |
| 82 | SAM | Boston Beer | 0.01% | Add +24.0% | 3,410 | $451K | $132.26 | No quote |
| 83 | EAT | Brinker International | 0.01% | Add +24.2% | 10,780 | $411K | No quote | No quote |
| 84 | BBY | Best Buy Co. Inc. | 0.00% | Reduce -50.0% | 6,030 | $346K | $57.38 | No quote |
| 85 | ENDPQ | Endo International plc | 0.00% | Add +24.2% | 30,620 | $342K | No quote | No quote |
| 86 | BBBYQ | Bed Bath & Beyond Inc | 0.00% | - | 10,770 | $327K | No quote | No quote |
| 87 | TGT | Target Corp | 0.00% | - | 5,780 | $302K | $52.25 | No quote |
| 88 | KR | Kroger Company | 0.00% | - | 12,690 | $296K | $23.33 | No quote |
| 100 | WWW | Wolverine World Wide Inc | - | Sold | 0 | $0 | No quote | No quote |
| 99 | WMT | Wal Mart Stores Inc | - | Sold | 0 | $0 | No quote | No quote |
| 98 | TUP | Tupperware Brands | - | Sold | 0 | $0 | No quote | No quote |
| 97 | SYNT | Syntel | - | Sold | 0 | $0 | No quote | No quote |
| 96 | PRAA | PRA Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 95 | PFE | Pfizer Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 94 | ITT | ITT Inc | - | Sold | 0 | $0 | No quote | No quote |
| 93 | HLF | Herbalife Ltd. | - | Sold | 0 | $0 | No quote | No quote |
| 92 | GILD | Gilead Sciences Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 91 | DECK | Deckers Outdoor Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 90 | CACC | Credit Acceptance Corp | - | Sold | 0 | $0 | No quote | No quote |
| 89 | BKE | Buckle Inc | - | Sold | 0 | $0 | No quote | No quote |