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.
Get email alerts when Jensen Investment Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 71 of 79 rows. Rows without a quote are marked unavailable.
| 1 | BDX | Becton Dickinson & Co. | 6.42% | Add +5.7% | 2,158,255 | $538.98M | $249.73 | No quote |
| 2 | PEP | PepsiCo Inc. | 6.27% | Add +5.0% | 4,299,461 | $526.9M | $122.55 | No quote |
| 3 | MSFT | Microsoft Corp | 6.06% | Add +4.7% | 4,316,702 | $509.11M | $117.94 | No quote |
| 4 | SYK | Stryker Corp | 5.09% | Add +0.2% | 2,163,537 | $427.34M | $197.52 | No quote |
| 5 | ECL | Ecolab Inc | 4.94% | Add +0.1% | 2,348,752 | $414.65M | $176.54 | No quote |
| 6 | MMM | 3M Company | 4.91% | Add +17.1% | 1,983,859 | $412.21M | $207.78 | No quote |
| 7 | UTX | United Technologies Corp | 4.88% | Add +5.3% | 3,183,056 | $410.26M | No quote | No quote |
| 8 | ORCL | Oracle Corporation | 4.79% | Add +5.1% | 7,496,713 | $402.65M | $53.71 | No quote |
| 9 | LIN | Linde plc SH | 4.72% | Add +0.2% | 2,254,395 | $396.62M | $175.93 | No quote |
| 10 | UNH | Unitedhealth Group Inc | 4.70% | Add +5.8% | 1,596,192 | $394.67M | $247.26 | No quote |
| 11 | JNJ | Johnson & Johnson | 3.91% | Add +0.6% | 2,348,877 | $328.35M | $139.79 | No quote |
| 12 | ACN | Accenture Plc | 3.90% | Add +5.1% | 1,863,242 | $327.97M | $176.02 | No quote |
| 13 | PG | Procter & Gamble Co. | 3.32% | Reduce -0.2% | 2,683,794 | $279.25M | $104.05 | No quote |
| 14 | AAPL | Apple Inc. | 3.27% | Add +5.1% | 1,446,090 | $274.69M | $189.95 | No quote |
| 15 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.10% | Add +0.0% | 221,405 | $260.57M | $1176.89 | No quote |
| 16 | CTSH | Cognizant Tech Solutions | 3.07% | Add +25.0% | 3,559,654 | $257.9M | $72.45 | No quote |
| 17 | MA | Mastercard Inc. | 2.64% | Reduce -0.2% | 942,634 | $221.94M | $235.45 | No quote |
| 18 | PFE | Pfizer Inc. | 2.60% | Add +6.1% | 5,147,466 | $218.61M | $42.47 | No quote |
| 19 | APH | Amphenol Corp. | 2.51% | Reduce -0.6% | 2,236,777 | $211.24M | $94.44 | No quote |
| 20 | OMC | Omnicom Group Inc | 2.36% | Add +4.9% | 2,717,284 | $198.34M | $72.99 | No quote |
| 21 | INTU | Intuit Inc. | 2.34% | Reduce -25.3% | 753,225 | $196.9M | $261.41 | No quote |
| 22 | EMR | Emerson Electric Co. | 2.30% | Add +4.7% | 2,823,019 | $193.29M | $68.47 | No quote |
| 23 | UPS | United Parcel Svc Cl B | 2.18% | Add +5.1% | 1,638,820 | $183.12M | $111.74 | No quote |
| 24 | TJX | TJX Companies Inc | 2.00% | Reduce -0.3% | 3,161,759 | $168.24M | $53.21 | No quote |
| 25 | NKE | Nike Inc Cl B | 1.97% | Reduce -0.3% | 1,964,928 | $165.47M | $84.21 | No quote |
| 26 | WAT | Waters Corp | 1.32% | Reduce -58.1% | 440,661 | $110.92M | $251.71 | No quote |
| 27 | BR | Broadridge Financial Solutions, Inc. | 1.04% | Add +8174.4% | 843,157 | $87.43M | $103.69 | No quote |
| 28 | VFC | V.F. Corp | 1.01% | New | 972,518 | $84.52M | $86.91 | No quote |
| 29 | TXN | Texas Instruments Inc | 0.98% | Add +0.9% | 778,749 | $82.6M | $106.07 | No quote |
| 30 | ADP | Automatic Data Processing Inc. | 0.22% | Reduce -0.9% | 116,130 | $18.55M | $159.74 | No quote |
| 31 | ADBE | Adobe Systems Inc. | 0.17% | Reduce -2.5% | 53,369 | $14.22M | $266.48 | No quote |
| 32 | EFX | Equifax Inc | 0.17% | Reduce -1.3% | 118,810 | $14.08M | $118.50 | No quote |
| 33 | ABT | Abbott Laboratories | 0.11% | Reduce -1.0% | 118,907 | $9.51M | $79.94 | No quote |
| 34 | CL | Colgate-Palmolive Co | 0.09% | Reduce -0.7% | 112,559 | $7.72M | $68.54 | No quote |
| 35 | KO | Coca-Cola Company | 0.09% | Reduce -10.8% | 155,329 | $7.28M | $46.86 | No quote |
| 36 | CLX | Clorox Company | 0.07% | Reduce -1.0% | 34,745 | $5.58M | $160.45 | No quote |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | - | 36,111 | $3.62M | $100.11 | No quote |
| 38 | ABBV | AbbVie Inc. | 0.02% | Reduce -5.9% | 25,605 | $2.06M | $80.61 | No quote |
| 39 | PAYX | Paychex Inc. | 0.02% | - | 24,420 | $1.96M | $80.18 | No quote |
| 40 | RS | Reliance Steel And Aluminum Co | 0.02% | Reduce -15.5% | 18,522 | $1.67M | $90.27 | No quote |
| 41 | GIS | General Mills Inc. | 0.01% | Add +18.2% | 24,420 | $1.26M | $51.76 | No quote |
| 42 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,000 | $1.24M | $47.69 | No quote |
| 43 | CBRE | CBRE Group Inc. | 0.01% | Add +9.9% | 24,710 | $1.22M | $49.45 | No quote |
| 44 | EHC | Encompass Health Corp | 0.01% | Add +18.6% | 20,320 | $1.19M | $58.42 | No quote |
| 45 | LII | Lennox International Inc. | 0.01% | Reduce -7.3% | 4,320 | $1.14M | $264.35 | No quote |
| 46 | GPC | Genuine Parts Company | 0.01% | Add +9.6% | 9,450 | $1.06M | $112.06 | No quote |
| 47 | MIDD | Middleby Corporation | 0.01% | Add +19.1% | 8,060 | $1.05M | $130.02 | No quote |
| 48 | ON | ON Semiconductor Corp | 0.01% | Reduce -14.3% | 50,641 | $1.04M | $20.58 | No quote |
| 49 | ZBH | Zimmer Biomet Holdings Inc | 0.01% | Add +11.6% | 7,600 | $971K | $127.76 | No quote |
| 50 | LSTR | Landstar System Inc. | 0.01% | Add +8.3% | 8,860 | $969K | $109.37 | No quote |
| 51 | HSY | Hershey Co. | 0.01% | Add +8.3% | 8,360 | $960K | $114.83 | No quote |
| 53 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 11,840 | $930K | $78.55 | No quote |
| 52 | NTAP | NetApp Inc. | 0.01% | Add +11.5% | 13,410 | $930K | $69.35 | No quote |
| 54 | TSCO | Tractor Supply Co | 0.01% | Add +40.2% | 9,420 | $921K | $97.77 | No quote |
| 55 | BBY | Best Buy Co. Inc. | 0.01% | Add +14.6% | 12,580 | $894K | $71.07 | No quote |
| 56 | KR | Kroger Company | 0.01% | Add +17.5% | 36,110 | $888K | $24.59 | No quote |
| 57 | CCK | Crown Holdings Inc. | 0.01% | - | 15,970 | $871K | $54.54 | No quote |
| 58 | VAR | Varian Medical Systems | 0.01% | Reduce -9.7% | 6,050 | $857K | No quote | No quote |
| 59 | GWW | W.W. Grainger Inc. | 0.01% | Add +21.1% | 2,760 | $831K | $301.09 | No quote |
| 60 | EXPD | Expeditors International of WA | 0.01% | Add +7.6% | 10,360 | $786K | $75.87 | No quote |
| 61 | HAS | Hasbro Inc | 0.01% | Add +20.9% | 9,130 | $776K | $84.99 | No quote |
| 62 | WU | Western Union | 0.01% | Reduce -10.8% | 40,550 | $749K | $18.47 | No quote |
| 63 | CRI | Carters Inc | 0.01% | - | 7,350 | $741K | $100.82 | No quote |
| 64 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $740K | $77.73 | No quote |
| 65 | AMG | Affiliated Managers Group | 0.01% | - | 6,860 | $735K | $107.14 | No quote |
| 66 | CBRL | Cracker Barrel Old Country Store Inc | 0.01% | - | 4,240 | $685K | $161.56 | No quote |
| 67 | CR | Crane Company | 0.01% | Reduce -11.9% | 8,060 | $682K | $84.62 | No quote |
| 68 | MLKN | Herman Miller Inc. | 0.01% | Add +26.7% | 19,000 | $668K | $35.16 | No quote |
| 69 | TDC | Teradata Corp | 0.01% | Add +15.7% | 15,220 | $664K | $43.63 | No quote |
| 70 | OI | Owens-Illinois Inc. | 0.01% | - | 32,620 | $619K | No quote | No quote |
| 71 | FHI | Federated Investors Inc. | 0.01% | - | 20,850 | $611K | No quote | No quote |
| 72 | CTXS | Citrix Systems Inc. | 0.01% | Add +9.7% | 6,090 | $607K | No quote | No quote |
| 73 | CPB | Campbell Soup Company | 0.01% | - | 14,970 | $571K | $38.14 | No quote |
| 74 | HBI | Hanesbrands Inc. | 0.01% | Reduce -41.1% | 30,380 | $543K | No quote | No quote |
| 75 | MDT | Medtronic PLC | 0.01% | - | 5,090 | $464K | $91.16 | No quote |
| 76 | EMN | Eastman Chemical Co. | 0.01% | Add +13.4% | 6,100 | $463K | $75.90 | No quote |
| 77 | TPR | Tapestry, Inc. | 0.00% | - | 12,280 | $399K | $32.49 | No quote |
| 79 | SPY | SPDR S&P 500 ETF Trust | - | Sold | 0 | $0 | No quote | No quote |
| 78 | HI | Hillenbrand Inc. | - | Sold | 0 | $0 | No quote | No quote |