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Focused investors/Jensen Investment Management

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 71 of 93 rows. Rows without a quote are marked unavailable.

1BDXBecton Dickinson & Co.6.25%Reduce -0.5%2,361,387$462.71M$195.95No quote
2MMM3M Company5.54%Reduce -0.5%1,953,839$410.11M$209.90No quote
3PEPPepsiCo Inc.5.53%Reduce -0.4%3,675,363$409.55M$111.43No quote
4MSFTMicrosoft Corp5.50%Reduce -0.6%5,462,666$406.91M$74.49No quote
5UTXUnited Technologies Corp4.89%Reduce -0.4%3,120,713$362.25MNo quoteNo quote
6ORCLOracle Corporation4.81%Add +16.6%7,366,960$356.19M$48.35No quote
7SYKStryker Corp4.74%Add +11.3%2,472,476$351.14M$142.02No quote
8PXPraxair Inc4.69%Reduce -0.8%2,486,407$347.45MNo quoteNo quote
9UNHUnitedhealth Group Inc4.39%Reduce -11.5%1,657,803$324.68M$195.85No quote
10ECLEcolab Inc4.38%Reduce -0.7%2,521,580$324.3M$128.61No quote
11JNJJohnson & Johnson4.30%Reduce -0.6%2,450,538$318.59M$130.01No quote
12ACNAccenture Plc4.10%Reduce -0.6%2,248,602$303.72M$135.07No quote
13OMCOmnicom Group Inc4.01%Add +14.6%4,008,440$296.91M$74.07No quote
14PGProcter & Gamble Co.3.65%Reduce -0.4%2,971,166$270.32M$90.98No quote
15TJXTJX Companies Inc3.23%Reduce -0.4%3,246,582$239.37M$73.73No quote
16GOOGLAlphabet Inc Cap Stk Cl A2.95%Reduce -0.7%224,573$218.67M$973.72No quote
17WATWaters Corp2.91%Reduce -0.5%1,200,202$215.46M$179.52No quote
18MAMastercard Inc.2.90%Reduce -0.6%1,519,243$214.52M$141.20No quote
19NKENike Inc Cl B2.71%Reduce -0.4%3,864,984$200.4M$51.85No quote
20AAPLApple Inc.2.69%Reduce -0.5%1,292,536$199.21M$154.12No quote
21APHAmphenol Corp.2.66%Reduce -0.6%2,325,249$196.81M$84.64No quote
22UPSUnited Parcel Svc Cl B2.61%Reduce -0.3%1,609,810$193.32M$120.09No quote
23EMREmerson Electric Co.2.37%Reduce -0.5%2,796,477$175.73M$62.84No quote
24CTSHCognizant Tech Solutions2.36%Reduce -0.6%2,406,046$174.54M$72.54No quote
25KOCoca-Cola Company1.80%Reduce -0.3%2,957,548$133.12M$45.01No quote
26INTUIntuit Inc.1.52%New793,660$112.81M$142.14No quote
27BRBroadridge Financial Solutions1.13%Add +0.1%1,031,714$83.38M$80.82No quote
28EFXEquifax Inc0.19%Reduce -2.9%131,590$13.95M$105.99No quote
29ADPAutomatic Data Processing Inc.0.19%Reduce -93.4%126,548$13.83M$109.32No quote
30ADBEAdobe Systems Inc.0.13%Reduce -1.1%63,949$9.54M$149.18No quote
31CLColgate-Palmolive Co0.12%Reduce -5.1%122,644$8.94M$72.85No quote
32ABTAbbott Laboratories0.09%Reduce -5.3%125,424$6.69M$53.36No quote
33CLXClorox Company0.07%Reduce -14.1%36,525$4.82M$131.91No quote
34TROWT Rowe Price Group Inc0.05%-37,569$3.41M$90.66No quote
35ABBVAbbVie Inc.0.03%Reduce -4.8%28,770$2.56M$88.88No quote
36RSReliance Steel And Aluminum Co0.03%-28,600$2.18M$76.15No quote
37BMYBristol Myers Squibb Co.0.03%-33,000$2.1M$63.73No quote
38CCKCrown Holdings Inc.0.01%-15,260$911K$59.70No quote
39VARVarian Medical Systems0.01%-8,978$898KNo quoteNo quote
40WUWestern Union0.01%Add +45.7%41,770$802K$19.20No quote
41OIOwens-Illinois Inc.0.01%-31,170$784KNo quoteNo quote
42VFCVF Corp0.01%-12,320$783K$63.56No quote
43YUMYum Brands Inc0.01%-9,710$715K$73.64No quote
44EMNEastman Chemical Co.0.01%-7,890$714K$90.49No quote
45CICigna Corporation0.01%-3,760$703K$186.97No quote
46HIHillenbrand Inc.0.01%-17,970$698KNo quoteNo quote
47TDCTeradata Corp0.01%-20,420$690K$33.79No quote
48EXPDExpeditors International of WA0.01%-11,500$688K$59.83No quote
49LSTRLandstar System Inc.0.01%Add +17.4%6,890$687K$99.71No quote
50ZBHZimmer Biomet Holdings Inc0.01%-5,850$685K$117.09No quote
51NUSNu Skin Enterprises Inc.0.01%-11,010$677KNo quoteNo quote
52MLKNHerman Miller Inc.0.01%-18,820$676K$35.92No quote
54CBRLCracker Barrel Old Country Sto0.01%Add +13.9%4,420$670K$151.58No quote
53CPBCampbell Soup Company0.01%-14,300$670K$46.85No quote
55HRBH&R Block Inc.0.01%-24,870$659K$26.50No quote
56HSYHershey Co.0.01%-6,020$657K$109.14No quote
57GISGeneral Mills Inc.0.01%-12,620$653K$51.74No quote
58DLXDeluxe Corporation0.01%-8,850$646K$72.99No quote
59PAYXPaychex Inc.0.01%-10,700$642K$60.00No quote
60DWDPDowDuPont Inc.0.01%New9,226$639KNo quoteNo quote
61CRCrane Company0.01%-7,970$638K$80.05No quote
62GWWW.W. Grainger Inc.0.01%-3,510$631K$179.77No quote
63XLNXXilinx Inc0.01%-8,840$626KNo quoteNo quote
64WDRWaddell & Reed Financial Inc0.01%-30,540$613KNo quoteNo quote
65VGRVector Group Ltd0.01%Add +5.0%29,738$609KNo quoteNo quote
66CHHChoice Hotels Intl0.01%-9,520$608K$63.87No quote
67MARMarriott International Inc0.01%-5,350$590K$110.28No quote
68DNBDun & Bradstreet Corp0.01%-5,030$586KNo quoteNo quote
69DVADaVita HealthCare Partners Inc0.01%-9,740$578K$59.34No quote
70CSGSCSG Systems Intl Inc0.01%-14,350$575KNo quoteNo quote
71GPCGenuine Parts Company0.01%Add +20.0%5,950$569K$95.63No quote
72SONCSonic Corp0.01%-22,320$568KNo quoteNo quote
73NSRGYNestle S.A. ADR0.01%-6,750$567K$84.00No quote
74MDTMedtronic PLC0.01%Reduce -16.0%7,018$546K$77.80No quote
75KMBKimberly-Clark Corp.0.01%-4,510$531K$117.74No quote
76CTXSCitrix Systems Inc.0.01%-6,900$530KNo quoteNo quote
77COHCoach Inc0.01%-12,660$510KNo quoteNo quote
78COLRockwell Collins Inc0.01%Reduce -45.7%3,850$503KNo quoteNo quote
79KOPKoppers Holdings Inc.0.01%New10,800$498K$46.11No quote
80PBIPitney Bowes Inc.0.01%-31,770$445K$14.01No quote
81VIABViacom Inc Class B New0.01%-15,270$425KNo quoteNo quote
82PIIPolaris Industries Inc0.01%Reduce -32.9%3,670$384K$104.63No quote
83TSCOTractor Supply Co0.01%New5,910$374K$63.28No quote
85EATBrinker International0.00%-10,780$343KNo quoteNo quote
84BBYBest Buy Co. Inc.0.00%-6,030$343K$56.88No quote
86TGTTarget Corp0.00%-5,780$341K$59.00No quote
87SAMBoston Beer0.00%Reduce -49.9%1,710$267K$156.14No quote
88ENDPQEndo International plc0.00%-30,620$262KNo quoteNo quote
89SMGThe Scotts Miracle-Gro Co.0.00%New2,650$258K$97.36No quote
90BBBYQBed Bath & Beyond Inc0.00%-10,770$253KNo quoteNo quote
91KRKroger Company0.00%Reduce -6.3%11,890$239K$20.10No quote
93ZDJ2 Global Inc-Sold0$0No quoteNo quote
92DDDuPont de Nemours & Co.-Sold0$0No quoteNo quote