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 78 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 7.02% | Add +7.5% | 4,794,135 | $657.28M | $137.10 | No quote |
| 2 | MSFT | Microsoft Corp | 6.94% | Add +1.8% | 4,669,077 | $649.14M | $139.03 | No quote |
| 3 | BDX | Becton Dickinson & Co. | 6.78% | Add +8.7% | 2,507,181 | $634.22M | $252.96 | No quote |
| 4 | UTX | United Technologies Corp | 5.77% | Reduce -0.3% | 3,955,903 | $540.06M | No quote | No quote |
| 5 | JNJ | Johnson & Johnson | 5.17% | Add +28.9% | 3,741,610 | $484.09M | $129.38 | No quote |
| 6 | MMM | 3M Company | 4.95% | Add +22.7% | 2,817,277 | $463.16M | $164.40 | No quote |
| 7 | ORCL | Oracle Corporation | 4.79% | Add +2.1% | 8,138,475 | $447.86M | $55.03 | No quote |
| 8 | UNH | Unitedhealth Group Inc | 4.26% | Add +0.9% | 1,834,278 | $398.63M | $217.32 | No quote |
| 9 | ACN | Accenture Plc | 3.97% | Add +1.8% | 1,932,778 | $371.77M | $192.35 | No quote |
| 10 | GOOGL | Alphabet Inc Cap Stk Cl A | 3.89% | Add +31.9% | 298,144 | $364.08M | $1221.14 | No quote |
| 11 | AAPL | Apple Inc. | 3.84% | Add +2.0% | 1,603,065 | $359.04M | $223.97 | No quote |
| 12 | SYK | Stryker Corp | 3.40% | Reduce -28.8% | 1,473,205 | $318.65M | $216.30 | No quote |
| 13 | PFE | Pfizer Inc. | 3.21% | Add +30.3% | 8,361,283 | $300.42M | $35.93 | No quote |
| 14 | OMC | Omnicom Group Inc | 2.90% | Add +3.3% | 3,471,798 | $271.84M | $78.30 | No quote |
| 15 | CTSH | Cognizant Tech Solutions | 2.88% | Add +2.1% | 4,473,761 | $269.61M | $60.27 | No quote |
| 16 | ECL | Ecolab Inc | 2.82% | Reduce -32.1% | 1,330,906 | $263.57M | $198.04 | No quote |
| 17 | NKE | Nike Inc Cl B | 2.78% | Add +14.9% | 2,769,483 | $260.11M | $93.92 | No quote |
| 18 | UPS | United Parcel Svc Cl B | 2.71% | Add +3.5% | 2,116,041 | $253.54M | $119.82 | No quote |
| 19 | EMR | Emerson Electric Co. | 2.59% | Add +3.8% | 3,625,070 | $242.37M | $66.86 | No quote |
| 20 | GIS | General Mills Inc. | 2.56% | Add +17673.3% | 4,340,245 | $239.23M | $55.12 | No quote |
| 21 | VFC | V.F. Corp | 2.46% | Add +51.5% | 2,591,365 | $230.61M | $88.99 | No quote |
| 22 | PG | Procter & Gamble Co. | 2.02% | Reduce -41.1% | 1,522,047 | $189.31M | $124.38 | No quote |
| 23 | BR | Broadridge Financial Solutions | 1.99% | Add +27.6% | 1,495,683 | $186.11M | $124.43 | No quote |
| 24 | MA | Mastercard Inc. | 1.92% | Reduce -14.9% | 663,140 | $180.09M | $271.57 | No quote |
| 25 | TJX | TJX Companies Inc | 1.91% | Reduce -0.5% | 3,203,605 | $178.57M | $55.74 | No quote |
| 26 | APH | Amphenol Corp. | 1.85% | Add +1.9% | 1,793,687 | $173.09M | $96.50 | No quote |
| 27 | TXN | Texas Instruments Inc | 1.62% | Add +48.4% | 1,171,302 | $151.38M | $129.24 | No quote |
| 28 | INTU | Intuit Inc. | 0.88% | Reduce -37.6% | 311,255 | $82.78M | $265.94 | No quote |
| 29 | WAT | Waters Corp | 0.78% | Reduce -26.9% | 326,682 | $72.93M | $223.23 | No quote |
| 30 | ADP | Automatic Data Processing Inc. | 0.20% | Reduce -0.7% | 114,380 | $18.46M | $161.42 | No quote |
| 31 | EFX | Equifax Inc | 0.18% | Reduce -1.2% | 117,315 | $16.5M | $140.67 | No quote |
| 32 | ADBE | Adobe Systems Inc. | 0.16% | Reduce -0.8% | 52,682 | $14.55M | $276.24 | No quote |
| 33 | ABT | Abbott Laboratories | 0.10% | Reduce -2.4% | 114,870 | $9.61M | $83.67 | No quote |
| 34 | KO | Coca-Cola Company | 0.09% | Reduce -2.7% | 151,092 | $8.23M | $54.44 | No quote |
| 35 | CL | Colgate-Palmolive Co | 0.09% | Reduce -1.1% | 110,899 | $8.15M | $73.51 | No quote |
| 36 | CLX | Clorox Company | 0.05% | Reduce -2.2% | 33,720 | $5.12M | $151.87 | No quote |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | Reduce -0.1% | 32,731 | $3.74M | $114.26 | No quote |
| 38 | LIN | Linde plc SH | 0.04% | Reduce -4.3% | 17,920 | $3.47M | $193.69 | No quote |
| 39 | PAYX | Paychex Inc. | 0.02% | Reduce -3.8% | 23,490 | $1.94M | $82.76 | No quote |
| 40 | ABBV | AbbVie Inc. | 0.02% | - | 25,405 | $1.92M | $75.73 | No quote |
| 41 | CBRE | CBRE Group Inc. | 0.02% | Add +12.9% | 30,000 | $1.59M | $53.00 | No quote |
| 42 | EHC | Encompass Health Corp | 0.02% | Add +12.8% | 24,720 | $1.56M | $63.27 | No quote |
| 43 | VAR | Varian Medical Systems | 0.01% | Add +105.6% | 11,080 | $1.32M | No quote | No quote |
| 44 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,000 | $1.32M | $50.69 | No quote |
| 45 | LH | Laboratory Corp of America | 0.01% | Add +39.7% | 7,280 | $1.22M | $167.99 | No quote |
| 46 | ON | ON Semiconductor Corp | 0.01% | Add +28.1% | 59,651 | $1.15M | $19.21 | No quote |
| 47 | CCK | Crown Holdings Inc. | 0.01% | Add +7.7% | 17,200 | $1.14M | $66.05 | No quote |
| 48 | BBY | Best Buy Co. Inc. | 0.01% | Add +29.6% | 16,310 | $1.13M | $68.98 | No quote |
| 50 | MIDD | Middleby Corporation | 0.01% | Add +17.0% | 9,430 | $1.1M | $116.86 | No quote |
| 49 | LSTR | Landstar System Inc. | 0.01% | Add +10.5% | 9,790 | $1.1M | $112.56 | No quote |
| 51 | GPC | Genuine Parts Company | 0.01% | Add +16.5% | 11,010 | $1.1M | $99.55 | No quote |
| 52 | KR | Kroger Company | 0.01% | Add +6.0% | 42,190 | $1.09M | $25.79 | No quote |
| 53 | GWW | W.W. Grainger Inc. | 0.01% | Add +29.0% | 3,560 | $1.06M | $297.19 | No quote |
| 54 | RS | Reliance Steel And Aluminum Co | 0.01% | Reduce -32.9% | 10,422 | $1.04M | $99.69 | No quote |
| 55 | EXPD | Expeditors International of WA | 0.01% | Add +34.1% | 13,890 | $1.03M | $74.30 | No quote |
| 56 | TSCO | Tractor Supply Co | 0.01% | Add +20.5% | 11,350 | $1.03M | $90.40 | No quote |
| 57 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Reduce -15.0% | 10,060 | $1.02M | $101.79 | No quote |
| 58 | TDC | Teradata Corp | 0.01% | Add +29.4% | 32,930 | $1.02M | $31.01 | No quote |
| 59 | HAS | Hasbro Inc | 0.01% | Reduce -8.8% | 8,330 | $989K | $118.73 | No quote |
| 60 | CRI | Carters Inc | 0.01% | Add +23.5% | 10,360 | $945K | $91.22 | No quote |
| 61 | LII | Lennox International Inc. | 0.01% | Reduce -6.8% | 3,710 | $901K | $242.86 | No quote |
| 62 | HSY | Hershey Co. | 0.01% | Reduce -31.0% | 5,770 | $894K | $154.94 | No quote |
| 63 | NTAP | NetApp Inc. | 0.01% | Add +11.0% | 16,600 | $872K | $52.53 | No quote |
| 64 | CPB | Campbell Soup Company | 0.01% | Add +23.1% | 18,430 | $865K | $46.93 | No quote |
| 65 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $847K | $88.97 | No quote |
| 66 | CBRL | Cracker Barrel Old Country Sto | 0.01% | Add +13.4% | 4,810 | $782K | $162.58 | No quote |
| 67 | ROK | Rockwell Automation Inc. | 0.01% | - | 4,730 | $780K | $164.90 | No quote |
| 68 | MLKN | Herman Miller Inc. | 0.01% | - | 16,840 | $776K | $46.08 | No quote |
| 69 | WU | Western Union | 0.01% | Reduce -12.4% | 31,260 | $724K | $23.16 | No quote |
| 70 | CTXS | Citrix Systems Inc. | 0.01% | - | 7,040 | $680K | No quote | No quote |
| 71 | AMG | Affiliated Managers Group | 0.01% | - | 6,860 | $572K | $83.38 | No quote |
| 72 | MDT | Medtronic PLC | 0.01% | - | 5,090 | $553K | $108.64 | No quote |
| 73 | HBI | Hanesbrands Inc. | 0.01% | - | 30,380 | $465K | No quote | No quote |
| 74 | EMN | Eastman Chemical Co. | 0.00% | - | 6,100 | $450K | $73.77 | No quote |
| 75 | DCI | Donaldson Co. Inc. | 0.00% | New | 8,250 | $430K | $52.12 | No quote |
| 76 | OI | Owens-Illinois Inc. | 0.00% | - | 32,620 | $335K | No quote | No quote |
| 78 | FHI | Federated Investors Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 77 | CR | Crane Company | - | Sold | 0 | $0 | No quote | No quote |