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 73 of 77 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.24% | Reduce -0.9% | 3,539,008 | $958.72M | $270.90 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.92% | Reduce -3.1% | 374,990 | $915.65M | $2441.79 | |
| 3 | PEP | PepsiCo Inc. | 6.01% | Reduce -0.8% | 5,363,441 | $794.7M | $148.17 | |
| 4 | JNJ | Johnson & Johnson | 5.47% | Reduce -0.6% | 4,393,310 | $723.75M | $164.74 | |
| 5 | MMM | 3M Company | 5.23% | Reduce -0.9% | 3,485,326 | $692.29M | $198.63 | |
| 6 | BDX | Becton Dickinson & Co. | 4.97% | Reduce -0.7% | 2,705,040 | $657.84M | $243.19 | |
| 7 | SYK | Stryker Corp | 4.82% | Reduce -0.7% | 2,457,587 | $638.31M | $259.73 | |
| 8 | ACN | Accenture Plc | 4.63% | Reduce -3.9% | 2,080,159 | $613.21M | $294.79 | |
| 9 | AAPL | Apple Inc. | 4.51% | Reduce -0.9% | 4,353,552 | $596.26M | $136.96 | |
| 10 | NKE | Nike Inc Cl B | 4.37% | Reduce -0.2% | 3,742,237 | $578.14M | $154.49 | |
| 11 | UNH | Unitedhealth Group Inc | 4.11% | Reduce -6.0% | 1,356,696 | $543.28M | $400.44 | |
| 12 | INTU | Intuit Inc. | 3.84% | Reduce -1.9% | 1,036,341 | $507.98M | $490.17 | |
| 13 | PFE | Pfizer Inc. | 3.37% | Reduce -0.7% | 11,391,217 | $446.08M | $39.16 | |
| 14 | ADP | Automatic Data Processing Inc. | 3.14% | Reduce -0.2% | 2,094,070 | $415.92M | $198.62 | |
| 15 | SBUX | Starbucks Corp | 3.07% | Add +16.8% | 3,638,543 | $406.83M | $111.81 | |
| 16 | CTSH | Cognizant Tech Solutions | 2.80% | Reduce -0.9% | 5,342,630 | $370.03M | $69.26 | |
| 17 | HD | Home Depot Inc. | 2.42% | Reduce -0.8% | 1,006,043 | $320.82M | $318.89 | |
| 18 | EFX | Equifax Inc | 2.39% | Reduce -17.0% | 1,319,948 | $316.14M | $239.51 | |
| 19 | BR | Broadridge Financial Solutions | 2.38% | Reduce -0.8% | 1,947,670 | $314.61M | $161.53 | |
| 20 | TXN | Texas Instruments Inc | 2.31% | Reduce -1.0% | 1,587,716 | $305.32M | $192.30 | |
| 21 | PG | Procter & Gamble Co. | 2.25% | Reduce -0.3% | 2,210,804 | $298.3M | $134.93 | |
| 22 | UPS | United Parcel Svc Cl B | 2.17% | Reduce -4.9% | 1,378,966 | $286.78M | $207.97 | |
| 23 | MA | Mastercard Inc. | 2.16% | Reduce -2.1% | 784,036 | $286.24M | $365.09 | |
| 24 | WM | Waste Management | 1.92% | Reduce -0.2% | 1,813,247 | $254.05M | $140.11 | |
| 25 | TJX | TJX Companies Inc | 1.75% | Reduce -0.9% | 3,443,976 | $232.19M | $67.42 | |
| 26 | GIS | General Mills Inc. | 1.54% | Reduce -50.8% | 3,339,458 | $203.47M | $60.93 | |
| 27 | MMC | Marsh & McLennan Company Inc | 1.26% | New | 1,185,165 | $166.73M | No quote | No quote |
| 28 | VRSK | Verisk Analytics Inc | 0.99% | Add +1.4% | 747,647 | $130.63M | $174.72 | |
| 29 | ADBE | Adobe Systems Inc. | 0.20% | Reduce -0.4% | 45,567 | $26.69M | $585.64 | |
| 30 | WAT | Waters Corp | 0.12% | Reduce -0.1% | 47,357 | $16.37M | $345.61 | |
| 31 | ECL | Ecolab Inc | 0.12% | Reduce -0.8% | 75,137 | $15.48M | $205.97 | |
| 32 | ORCL | Oracle Corporation | 0.11% | Reduce -0.3% | 183,720 | $14.3M | $77.84 | |
| 33 | ABT | Abbott Laboratories | 0.09% | Reduce -0.4% | 107,775 | $12.49M | $115.93 | |
| 34 | EMR | Emerson Electric Co. | 0.07% | Reduce -1.6% | 102,387 | $9.85M | $96.24 | |
| 35 | APH | Amphenol Corp. | 0.07% | Reduce -1.6% | 139,912 | $9.57M | $68.41 | |
| 36 | CL | Colgate-Palmolive Co | 0.06% | - | 102,499 | $8.34M | $81.35 | |
| 37 | OMC | Omnicom Group Inc | 0.06% | Reduce -12.6% | 97,414 | $7.79M | $79.99 | |
| 38 | KO | Coca-Cola Company | 0.05% | Reduce -1.4% | 131,804 | $7.13M | $54.11 | |
| 39 | TROW | T Rowe Price Group Inc | 0.05% | - | 32,361 | $6.41M | $197.99 | |
| 40 | CPRT | Copart Inc. (DE) | 0.04% | Add +2.5% | 43,930 | $5.79M | $131.82 | |
| 41 | LH | Laboratory Corp of America | 0.04% | Add +6.1% | 20,170 | $5.56M | $275.86 | |
| 42 | HRC | Hill-Rom Holdings Inc. | 0.04% | Add +20.8% | 48,940 | $5.56M | No quote | No quote |
| 43 | FDS | FactSet Research Systems Inc. | 0.04% | Add +39.9% | 15,960 | $5.36M | $335.59 | |
| 44 | EXPD | Expeditors International of WA | 0.04% | Reduce -6.0% | 41,530 | $5.26M | $126.61 | |
| 45 | CCK | Crown Holdings Inc. | 0.04% | Add +6.8% | 51,370 | $5.25M | $102.22 | |
| 46 | HAS | Hasbro Inc | 0.04% | Add +17.5% | 55,220 | $5.22M | $94.51 | |
| 47 | CLX | Clorox Company | 0.04% | - | 29,000 | $5.22M | $179.90 | |
| 48 | GPC | Genuine Parts Company | 0.04% | Reduce -3.5% | 39,400 | $4.98M | $126.47 | |
| 49 | MCHP | Microchip Technology Inc | 0.04% | Add +43.3% | 33,110 | $4.96M | $149.74 | |
| 50 | EHC | Encompass Health Corp | 0.04% | Add +8.7% | 62,560 | $4.88M | $78.04 | |
| 51 | BBY | Best Buy Co. Inc. | 0.03% | Add +19.6% | 39,980 | $4.6M | $114.98 | |
| 52 | KR | Kroger Company | 0.03% | Add +18.0% | 99,110 | $3.8M | $38.31 | |
| 53 | CBRE | CBRE Group Inc. | 0.03% | - | 43,920 | $3.77M | $85.72 | |
| 54 | LII | Lennox International Inc. | 0.03% | - | 10,610 | $3.72M | $350.80 | |
| 55 | LSTR | Landstar System Inc. | 0.03% | - | 22,590 | $3.57M | $158.03 | |
| 56 | GNTX | Gentex Corporation | 0.02% | New | 98,560 | $3.26M | $33.09 | |
| 57 | LEVI | Levi Strauss & Co | 0.02% | - | 115,700 | $3.21M | $27.72 | |
| 58 | CHD | Church & Dwight Co Inc | 0.02% | Add +41.8% | 36,930 | $3.15M | $85.22 | |
| 59 | PAYX | Paychex Inc. | 0.02% | - | 29,320 | $3.15M | $107.30 | |
| 60 | MLKN | Herman Miller Inc. | 0.02% | Add +14.3% | 66,400 | $3.13M | $47.14 | |
| 61 | FFIV | F5 Networks Inc. | 0.02% | Add +18.9% | 15,580 | $2.91M | $186.65 | |
| 62 | DCI | Donaldson Co. Inc. | 0.02% | Add +10.2% | 43,230 | $2.75M | $63.52 | |
| 63 | ABBV | AbbVie Inc. | 0.02% | - | 24,257 | $2.73M | $112.63 | |
| 64 | CRI | Carters Inc | 0.02% | Add +13.9% | 25,660 | $2.65M | $103.16 | |
| 65 | MMS | MAXIMUS, Inc. | 0.02% | Reduce -8.8% | 29,430 | $2.59M | $87.97 | |
| 66 | K | Kellogg Company | 0.02% | Add +10.9% | 38,550 | $2.48M | No quote | No quote |
| 67 | CPB | Campbell Soup Company | 0.02% | - | 47,220 | $2.15M | $45.60 | |
| 68 | TSCO | Tractor Supply Co | 0.02% | - | 11,000 | $2.05M | $186.09 | |
| 69 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -3.2% | 23,350 | $1.99M | $85.31 | |
| 70 | SMG | The Scotts Miracle-Gro Co. | 0.01% | Add +50.8% | 10,120 | $1.94M | $191.90 | |
| 71 | BMY | Bristol Myers Squibb Co. | 0.01% | Reduce -2.9% | 26,375 | $1.76M | $66.81 | |
| 72 | GWW | W.W. Grainger Inc. | 0.01% | Reduce -23.0% | 2,850 | $1.25M | $437.89 | |
| 73 | LIN | Linde plc SH | 0.01% | Reduce -6.0% | 4,270 | $1.24M | $289.23 | |
| 74 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +10.6% | 9,790 | $1.18M | $120.12 | |
| 75 | ON | ON Semiconductor Corp | 0.01% | Reduce -31.2% | 28,031 | $1.07M | $38.28 | |
| 76 | RS | Reliance Steel And Aluminum Co | 0.00% | - | 2,056 | $310K | $150.78 | |
| 77 | NTAP | NetApp Inc. | - | Sold | 0 | $0 | No quote | No quote |