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 70 of 79 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.00% | Reduce -4.2% | 4,472,868 | $705.37M | $157.70 | No quote |
| 2 | BDX | Becton Dickinson & Co. | 6.76% | Reduce -0.0% | 2,506,375 | $681.66M | $271.97 | No quote |
| 3 | PEP | PepsiCo Inc. | 6.50% | Reduce -0.0% | 4,792,970 | $655.06M | $136.67 | No quote |
| 4 | UTX | United Technologies Corp | 5.88% | Add +0.1% | 3,958,173 | $592.78M | No quote | No quote |
| 5 | JNJ | Johnson & Johnson | 5.63% | Add +4.0% | 3,891,980 | $567.72M | $145.87 | No quote |
| 6 | MMM | 3M Company | 5.39% | Add +9.3% | 3,077,927 | $543.01M | $176.42 | No quote |
| 7 | AAPL | Apple Inc. | 4.67% | Add +0.0% | 1,603,490 | $470.87M | $293.65 | No quote |
| 8 | GOOGL | Alphabet Inc Cap Stk Cl A | 4.41% | Add +11.4% | 332,165 | $444.9M | $1339.39 | No quote |
| 9 | UNH | Unitedhealth Group Inc | 4.34% | Reduce -18.8% | 1,489,838 | $437.98M | $293.98 | No quote |
| 10 | ACN | Accenture Plc | 4.25% | Add +5.3% | 2,034,673 | $428.44M | $210.57 | No quote |
| 11 | NKE | Nike Inc Cl B | 3.49% | Add +25.5% | 3,476,010 | $352.16M | $101.31 | No quote |
| 12 | PFE | Pfizer Inc. | 3.45% | Add +6.2% | 8,876,008 | $347.76M | $39.18 | No quote |
| 13 | ORCL | Oracle Corporation | 3.35% | Reduce -21.6% | 6,379,215 | $337.97M | $52.98 | No quote |
| 14 | VFC | V.F. Corp | 3.29% | Add +28.5% | 3,329,125 | $331.78M | $99.66 | No quote |
| 15 | UPS | United Parcel Svc Cl B | 3.14% | Add +27.8% | 2,705,211 | $316.67M | $117.06 | No quote |
| 16 | CTSH | Cognizant Tech Solutions | 2.94% | Add +7.0% | 4,784,801 | $296.75M | $62.02 | No quote |
| 17 | OMC | Omnicom Group Inc | 2.79% | Add +0.0% | 3,473,303 | $281.41M | $81.02 | No quote |
| 18 | GIS | General Mills Inc. | 2.73% | Add +18.5% | 5,143,000 | $275.46M | $53.56 | No quote |
| 19 | SYK | Stryker Corp | 2.70% | Reduce -12.1% | 1,295,475 | $271.97M | $209.94 | No quote |
| 20 | INTU | Intuit Inc. | 2.53% | Add +212.5% | 972,635 | $254.76M | $261.93 | No quote |
| 21 | EMR | Emerson Electric Co. | 2.25% | Reduce -17.8% | 2,980,780 | $227.31M | $76.26 | No quote |
| 22 | BR | Broadridge Financial Solutions | 2.03% | Add +10.7% | 1,655,898 | $204.57M | $123.54 | No quote |
| 23 | MA | Mastercard Inc. | 1.87% | Reduce -4.9% | 630,799 | $188.35M | $298.59 | No quote |
| 24 | TXN | Texas Instruments Inc | 1.68% | Add +12.6% | 1,318,802 | $169.19M | $128.29 | No quote |
| 25 | ECL | Ecolab Inc | 1.67% | Reduce -34.5% | 872,138 | $168.31M | $192.99 | No quote |
| 26 | TJX | TJX Companies Inc | 1.45% | Reduce -25.4% | 2,391,535 | $146.03M | $61.06 | No quote |
| 27 | APH | Amphenol Corp. | 1.00% | Reduce -47.9% | 934,572 | $101.15M | $108.23 | No quote |
| 28 | PG | Procter & Gamble Co. | 0.91% | Reduce -51.9% | 732,437 | $91.48M | $124.90 | No quote |
| 29 | WAT | Waters Corp | 0.57% | Reduce -24.7% | 245,972 | $57.47M | $233.65 | No quote |
| 30 | ADP | Automatic Data Processing Inc. | 0.19% | Reduce -0.5% | 113,870 | $19.42M | $170.50 | No quote |
| 31 | ADBE | Adobe Systems Inc. | 0.17% | Reduce -0.1% | 52,642 | $17.36M | $329.81 | No quote |
| 32 | EFX | Equifax Inc | 0.16% | Reduce -0.2% | 117,100 | $16.41M | $140.12 | No quote |
| 33 | ABT | Abbott Laboratories | 0.10% | - | 114,870 | $9.98M | $86.86 | No quote |
| 34 | KO | Coca-Cola Company | 0.08% | Reduce -0.7% | 150,092 | $8.31M | $55.35 | No quote |
| 35 | CL | Colgate-Palmolive Co | 0.08% | - | 110,899 | $7.63M | $68.84 | No quote |
| 36 | CLX | Clorox Company | 0.05% | - | 33,720 | $5.18M | $153.53 | No quote |
| 37 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,731 | $3.99M | $121.84 | No quote |
| 38 | LIN | Linde plc SH | 0.04% | Reduce -0.1% | 17,900 | $3.81M | $212.91 | No quote |
| 39 | ABBV | AbbVie Inc. | 0.02% | - | 25,405 | $2.25M | $88.53 | No quote |
| 40 | PAYX | Paychex Inc. | 0.02% | Add +10.9% | 26,060 | $2.22M | $85.07 | No quote |
| 41 | CBRE | CBRE Group Inc. | 0.02% | Reduce -3.5% | 28,950 | $1.77M | $61.28 | No quote |
| 42 | EHC | Encompass Health Corp | 0.02% | Add +2.5% | 25,330 | $1.76M | $69.29 | No quote |
| 43 | BMY | Bristol Myers Squibb Co. | 0.02% | Add +4.5% | 27,175 | $1.74M | $64.18 | No quote |
| 44 | ON | ON Semiconductor Corp | 0.02% | Add +13.7% | 67,801 | $1.65M | $24.38 | No quote |
| 45 | VAR | Varian Medical Systems | 0.02% | Add +3.3% | 11,440 | $1.63M | No quote | No quote |
| 46 | CCK | Crown Holdings Inc. | 0.02% | Add +22.2% | 21,020 | $1.53M | $72.55 | No quote |
| 47 | BBY | Best Buy Co. Inc. | 0.01% | Add +2.1% | 16,660 | $1.46M | $87.82 | No quote |
| 48 | GPC | Genuine Parts Company | 0.01% | Add +24.2% | 13,670 | $1.45M | $106.22 | No quote |
| 49 | LH | Laboratory Corp of America | 0.01% | Add +13.7% | 8,280 | $1.4M | $169.20 | No quote |
| 50 | TSCO | Tractor Supply Co | 0.01% | Add +29.2% | 14,660 | $1.37M | $93.45 | No quote |
| 51 | CRI | Carters Inc | 0.01% | Add +20.6% | 12,490 | $1.37M | $109.37 | No quote |
| 52 | EXPD | Expeditors International of WA | 0.01% | Add +20.4% | 16,730 | $1.31M | $78.00 | No quote |
| 53 | LSTR | Landstar System Inc. | 0.01% | Add +15.8% | 11,340 | $1.29M | $113.84 | No quote |
| 54 | GWW | W.W. Grainger Inc. | 0.01% | - | 3,560 | $1.21M | $338.48 | No quote |
| 55 | CPB | Campbell Soup Company | 0.01% | Add +24.7% | 22,980 | $1.14M | $49.43 | No quote |
| 56 | KR | Kroger Company | 0.01% | Reduce -9.9% | 37,990 | $1.1M | $28.98 | No quote |
| 57 | HAS | Hasbro Inc | 0.01% | Add +22.2% | 10,180 | $1.08M | $105.60 | No quote |
| 58 | SMG | The Scotts Miracle-Gro Co. | 0.01% | - | 10,060 | $1.07M | $106.16 | No quote |
| 59 | CHH | Choice Hotels Intl | 0.01% | - | 9,520 | $985K | $103.47 | No quote |
| 60 | RS | Reliance Steel And Aluminum Co | 0.01% | Reduce -22.6% | 8,071 | $967K | $119.81 | No quote |
| 61 | MIDD | Middleby Corporation | 0.01% | Reduce -8.3% | 8,650 | $947K | $109.48 | No quote |
| 62 | LII | Lennox International Inc. | 0.01% | - | 3,710 | $905K | $243.94 | No quote |
| 63 | NTAP | NetApp Inc. | 0.01% | Reduce -22.5% | 12,870 | $801K | $62.24 | No quote |
| 64 | CTXS | Citrix Systems Inc. | 0.01% | - | 7,040 | $781K | No quote | No quote |
| 65 | CBRL | Cracker Barrel Old Country Sto | 0.01% | - | 4,810 | $739K | $153.64 | No quote |
| 66 | WU | Western Union | 0.01% | Reduce -13.7% | 26,980 | $723K | $26.80 | No quote |
| 67 | MLKN | Herman Miller Inc. | 0.01% | - | 16,840 | $701K | $41.63 | No quote |
| 68 | TDC | Teradata Corp | 0.01% | Reduce -21.0% | 26,000 | $696K | $26.77 | No quote |
| 69 | K | Kellogg Company | 0.01% | New | 9,900 | $685K | No quote | No quote |
| 70 | FFIV | F5 Networks Inc. | 0.01% | New | 4,820 | $673K | $139.63 | No quote |
| 71 | HBI | Hanesbrands Inc. | 0.01% | Add +45.7% | 44,270 | $657K | No quote | No quote |
| 72 | MDT | Medtronic PLC | 0.01% | - | 5,090 | $577K | $113.36 | No quote |
| 73 | DCI | Donaldson Co. Inc. | 0.00% | - | 8,250 | $475K | $57.58 | No quote |
| 74 | ROK | Rockwell Automation Inc. | 0.00% | Reduce -51.4% | 2,300 | $466K | $202.61 | No quote |
| 75 | SBUX | Starbucks Corp | 0.00% | New | 2,300 | $202K | $87.83 | No quote |
| 79 | OI | Owens-Illinois Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 78 | HSY | Hershey Co. | - | Sold | 0 | $0 | No quote | No quote |
| 77 | EMN | Eastman Chemical Co. | - | Sold | 0 | $0 | No quote | No quote |
| 76 | AMG | Affiliated Managers Group | - | Sold | 0 | $0 | No quote | No quote |