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.
| 1 | BDX | Becton Dickinson & Co. | 6.25% | Reduce -0.5% | 2,361,387 | $462.71M | $195.95 | No quote |
| 2 | MMM | 3M Company | 5.54% | Reduce -0.5% | 1,953,839 | $410.11M | $209.90 | No quote |
| 3 | PEP | PepsiCo Inc. | 5.53% | Reduce -0.4% | 3,675,363 | $409.55M | $111.43 | No quote |
| 4 | MSFT | Microsoft Corp | 5.50% | Reduce -0.6% | 5,462,666 | $406.91M | $74.49 | No quote |
| 5 | UTX | United Technologies Corp | 4.89% | Reduce -0.4% | 3,120,713 | $362.25M | No quote | No quote |
| 6 | ORCL | Oracle Corporation | 4.81% | Add +16.6% | 7,366,960 | $356.19M | $48.35 | No quote |
| 7 | SYK | Stryker Corp | 4.74% | Add +11.3% | 2,472,476 | $351.14M | $142.02 | No quote |
| 8 | PX | Praxair Inc | 4.69% | Reduce -0.8% | 2,486,407 | $347.45M | No quote | No quote |
| 9 | UNH | Unitedhealth Group Inc | 4.39% | Reduce -11.5% | 1,657,803 | $324.68M | $195.85 | No quote |
| 10 | ECL | Ecolab Inc | 4.38% | Reduce -0.7% | 2,521,580 | $324.3M | $128.61 | No quote |
| 11 | JNJ | Johnson & Johnson | 4.30% | Reduce -0.6% | 2,450,538 | $318.59M | $130.01 | No quote |
| 12 | ACN | Accenture Plc | 4.10% | Reduce -0.6% | 2,248,602 | $303.72M | $135.07 | No quote |
| 13 | OMC | Omnicom Group Inc | 4.01% | Add +14.6% | 4,008,440 | $296.91M | $74.07 | No quote |
| 14 | PG | Procter & Gamble Co. | 3.65% | Reduce -0.4% | 2,971,166 | $270.32M | $90.98 | No quote |
| 15 | TJX | TJX Companies Inc | 3.23% | Reduce -0.4% | 3,246,582 | $239.37M | $73.73 | No quote |
| 16 | GOOGL | Alphabet Inc Cap Stk Cl A | 2.95% | Reduce -0.7% | 224,573 | $218.67M | $973.72 | No quote |
| 17 | WAT | Waters Corp | 2.91% | Reduce -0.5% | 1,200,202 | $215.46M | $179.52 | No quote |
| 18 | MA | Mastercard Inc. | 2.90% | Reduce -0.6% | 1,519,243 | $214.52M | $141.20 | No quote |
| 19 | NKE | Nike Inc Cl B | 2.71% | Reduce -0.4% | 3,864,984 | $200.4M | $51.85 | No quote |
| 20 | AAPL | Apple Inc. | 2.69% | Reduce -0.5% | 1,292,536 | $199.21M | $154.12 | No quote |
| 21 | APH | Amphenol Corp. | 2.66% | Reduce -0.6% | 2,325,249 | $196.81M | $84.64 | No quote |
| 22 | UPS | United Parcel Svc Cl B | 2.61% | Reduce -0.3% | 1,609,810 | $193.32M | $120.09 | No quote |
| 23 | EMR | Emerson Electric Co. | 2.37% | Reduce -0.5% | 2,796,477 | $175.73M | $62.84 | No quote |
| 24 | CTSH | Cognizant Tech Solutions | 2.36% | Reduce -0.6% | 2,406,046 | $174.54M | $72.54 | No quote |
| 25 | KO | Coca-Cola Company | 1.80% | Reduce -0.3% | 2,957,548 | $133.12M | $45.01 | No quote |
| 26 | INTU | Intuit Inc. | 1.52% | New | 793,660 | $112.81M | $142.14 | No quote |
| 27 | BR | Broadridge Financial Solutions | 1.13% | Add +0.1% | 1,031,714 | $83.38M | $80.82 | No quote |
| 28 | EFX | Equifax Inc | 0.19% | Reduce -2.9% | 131,590 | $13.95M | $105.99 | No quote |
| 29 | ADP | Automatic Data Processing Inc. | 0.19% | Reduce -93.4% | 126,548 | $13.83M | $109.32 | No quote |
| 30 | ADBE | Adobe Systems Inc. | 0.13% | Reduce -1.1% | 63,949 | $9.54M | $149.18 | No quote |
| 31 | CL | Colgate-Palmolive Co | 0.12% | Reduce -5.1% | 122,644 | $8.94M | $72.85 | No quote |
| 32 | ABT | Abbott Laboratories | 0.09% | Reduce -5.3% | 125,424 | $6.69M | $53.36 | No quote |
| 33 | CLX | Clorox Company | 0.07% | Reduce -14.1% | 36,525 | $4.82M | $131.91 | No quote |
| 34 | TROW | T Rowe Price Group Inc | 0.05% | - | 37,569 | $3.41M | $90.66 | No quote |
| 35 | ABBV | AbbVie Inc. | 0.03% | Reduce -4.8% | 28,770 | $2.56M | $88.88 | No quote |
| 36 | RS | Reliance Steel And Aluminum Co | 0.03% | - | 28,600 | $2.18M | $76.15 | No quote |
| 37 | BMY | Bristol Myers Squibb Co. | 0.03% | - | 33,000 | $2.1M | $63.73 | No quote |
| 38 | CCK | Crown Holdings Inc. | 0.01% | - | 15,260 | $911K | $59.70 | No quote |
| 39 | VAR | Varian Medical Systems | 0.01% | - | 8,978 | $898K | No quote | No quote |
| 40 | WU | Western Union | 0.01% | Add +45.7% | 41,770 | $802K | $19.20 | No quote |
| 41 | OI | Owens-Illinois Inc. | 0.01% | - | 31,170 | $784K | No quote | No quote |
| 42 | VFC | VF Corp | 0.01% | - | 12,320 | $783K | $63.56 | No quote |
| 43 | YUM | Yum Brands Inc | 0.01% | - | 9,710 | $715K | $73.64 | No quote |
| 44 | EMN | Eastman Chemical Co. | 0.01% | - | 7,890 | $714K | $90.49 | No quote |
| 45 | CI | Cigna Corporation | 0.01% | - | 3,760 | $703K | $186.97 | No quote |
| 46 | HI | Hillenbrand Inc. | 0.01% | - | 17,970 | $698K | No quote | No quote |
| 47 | TDC | Teradata Corp | 0.01% | - | 20,420 | $690K | $33.79 | No quote |
| 48 | EXPD | Expeditors International of WA | 0.01% | - | 11,500 | $688K | $59.83 | No quote |
| 49 | LSTR | Landstar System Inc. | 0.01% | Add +17.4% | 6,890 | $687K | $99.71 | No quote |
| 50 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | - | 5,850 | $685K | $117.09 | No quote |
| 51 | NUS | Nu Skin Enterprises Inc. | 0.01% | - | 11,010 | $677K | No quote | No quote |
| 52 | MLKN | Herman Miller Inc. | 0.01% | - | 18,820 | $676K | $35.92 | No quote |
| 54 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +13.9% | 4,420 | $670K | $151.58 | No quote |
| 53 | CPB | Campbell Soup Company | 0.01% | - | 14,300 | $670K | $46.85 | No quote |
| 55 | HRB | H&R Block Inc. | 0.01% | - | 24,870 | $659K | $26.50 | No quote |
| 56 | HSY | Hershey Co. | 0.01% | - | 6,020 | $657K | $109.14 | No quote |
| 57 | GIS | General Mills Inc. | 0.01% | - | 12,620 | $653K | $51.74 | No quote |
| 58 | DLX | Deluxe Corporation | 0.01% | - | 8,850 | $646K | $72.99 | No quote |
| 59 | PAYX | Paychex Inc. | 0.01% | - | 10,700 | $642K | $60.00 | No quote |
| 60 | DWDP | DowDuPont Inc. | 0.01% | New | 9,226 | $639K | No quote | No quote |
| 61 | CR | Crane Company | 0.01% | - | 7,970 | $638K | $80.05 | No quote |
| 62 | GWW | W.W. Grainger Inc. | 0.01% | - | 3,510 | $631K | $179.77 | No quote |
| 63 | XLNX | Xilinx Inc | 0.01% | - | 8,840 | $626K | No quote | No quote |
| 64 | WDR | Waddell & Reed Financial Inc | 0.01% | - | 30,540 | $613K | No quote | No quote |
| 65 | VGR | Vector Group Ltd | 0.01% | Add +5.0% | 29,738 | $609K | No quote | No quote |
| 66 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $608K | $63.87 | No quote |
| 67 | MAR | Marriott International Inc | 0.01% | - | 5,350 | $590K | $110.28 | No quote |
| 68 | DNB | Dun & Bradstreet Corp | 0.01% | - | 5,030 | $586K | No quote | No quote |
| 69 | DVA | DaVita HealthCare Partners Inc | 0.01% | - | 9,740 | $578K | $59.34 | No quote |
| 70 | CSGS | CSG Systems Intl Inc | 0.01% | - | 14,350 | $575K | No quote | No quote |
| 71 | GPC | Genuine Parts Company | 0.01% | Add +20.0% | 5,950 | $569K | $95.63 | No quote |
| 72 | SONC | Sonic Corp | 0.01% | - | 22,320 | $568K | No quote | No quote |
| 73 | NSRGY | Nestle S.A. ADR | 0.01% | - | 6,750 | $567K | $84.00 | No quote |
| 74 | MDT | Medtronic PLC | 0.01% | Reduce -16.0% | 7,018 | $546K | $77.80 | No quote |
| 75 | KMB | Kimberly-Clark Corp. | 0.01% | - | 4,510 | $531K | $117.74 | No quote |
| 76 | CTXS | Citrix Systems Inc. | 0.01% | - | 6,900 | $530K | No quote | No quote |
| 77 | COH | Coach Inc | 0.01% | - | 12,660 | $510K | No quote | No quote |
| 78 | COL | Rockwell Collins Inc | 0.01% | Reduce -45.7% | 3,850 | $503K | No quote | No quote |
| 79 | KOP | Koppers Holdings Inc. | 0.01% | New | 10,800 | $498K | $46.11 | No quote |
| 80 | PBI | Pitney Bowes Inc. | 0.01% | - | 31,770 | $445K | $14.01 | No quote |
| 81 | VIAB | Viacom Inc Class B New | 0.01% | - | 15,270 | $425K | No quote | No quote |
| 82 | PII | Polaris Industries Inc | 0.01% | Reduce -32.9% | 3,670 | $384K | $104.63 | No quote |
| 83 | TSCO | Tractor Supply Co | 0.01% | New | 5,910 | $374K | $63.28 | No quote |
| 85 | EAT | Brinker International | 0.00% | - | 10,780 | $343K | No quote | No quote |
| 84 | BBY | Best Buy Co. Inc. | 0.00% | - | 6,030 | $343K | $56.88 | No quote |
| 86 | TGT | Target Corp | 0.00% | - | 5,780 | $341K | $59.00 | No quote |
| 87 | SAM | Boston Beer | 0.00% | Reduce -49.9% | 1,710 | $267K | $156.14 | No quote |
| 88 | ENDPQ | Endo International plc | 0.00% | - | 30,620 | $262K | No quote | No quote |
| 89 | SMG | The Scotts Miracle-Gro Co. | 0.00% | New | 2,650 | $258K | $97.36 | No quote |
| 90 | BBBYQ | Bed Bath & Beyond Inc | 0.00% | - | 10,770 | $253K | No quote | No quote |
| 91 | KR | Kroger Company | 0.00% | Reduce -6.3% | 11,890 | $239K | $20.10 | No quote |
| 93 | ZD | J2 Global Inc | - | Sold | 0 | $0 | No quote | No quote |
| 92 | DD | DuPont de Nemours & Co. | - | Sold | 0 | $0 | No quote | No quote |