Jensen Investment Management
As of Q1 2026, Jensen Investment Management reported 84 long-equity positions worth $5.07B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.56%
- 1-year
- +34.78%
- 3-year
- +63.78%
- 3-year top 5
- +146.60%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 77 of 82 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 6.80% | Add +0.5% | 2,956,142 | $911.41M | $308.31 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.74% | Add +0.7% | 325,012 | $903.97M | $2781.35 | |
| 3 | PEP | PepsiCo Inc. | 6.29% | Add +0.6% | 5,033,761 | $842.55M | $167.38 | |
| 4 | AAPL | Apple Inc. | 5.32% | Add +0.7% | 4,082,865 | $712.91M | $174.61 | |
| 5 | JNJ | Johnson & Johnson | 4.88% | Reduce -7.9% | 3,694,332 | $654.75M | $177.23 | |
| 6 | SYK | Stryker Corp | 4.87% | Add +0.7% | 2,439,668 | $652.25M | $267.35 | |
| 7 | ACN | Accenture Plc | 4.43% | Add +9.1% | 1,759,010 | $593.19M | $337.23 | |
| 8 | UNH | Unitedhealth Group Inc | 4.37% | Reduce -8.9% | 1,149,701 | $586.31M | $509.97 | |
| 9 | NKE | Nike Inc Cl B | 4.24% | Add +21.1% | 4,222,897 | $568.23M | $134.56 | |
| 10 | BDX | Becton Dickinson & Co. | 4.10% | Reduce -9.6% | 2,064,286 | $549.1M | $266.00 | |
| 11 | PFE | Pfizer Inc. | 3.75% | Add +0.8% | 9,707,973 | $502.58M | $51.77 | |
| 12 | ADP | Automatic Data Processing Inc. | 3.75% | Add +0.7% | 2,207,324 | $502.26M | $227.54 | |
| 13 | MMM | 3M Company | 3.64% | Add +0.7% | 3,275,285 | $487.62M | $148.88 | |
| 14 | CTSH | Cognizant Tech Solutions | 3.35% | Add +0.7% | 5,011,274 | $449.36M | $89.67 | |
| 15 | INTU | Intuit Inc. | 2.88% | Add +9.6% | 802,864 | $386.05M | $480.84 | |
| 16 | SBUX | Starbucks Corp | 2.86% | Add +20.5% | 4,220,525 | $383.94M | $90.97 | |
| 17 | PG | Procter & Gamble Co. | 2.66% | Add +0.6% | 2,334,869 | $356.77M | $152.80 | |
| 18 | MA | Mastercard Inc. | 2.64% | Add +11.2% | 990,816 | $354.1M | $357.38 | |
| 19 | TXN | Texas Instruments Inc | 2.39% | Add +13.1% | 1,749,675 | $321.03M | $183.48 | |
| 20 | EFX | Equifax Inc | 2.32% | Add +5.9% | 1,313,574 | $311.45M | $237.10 | |
| 21 | MMC | Marsh & McLennan Company Inc | 2.03% | Add +15.7% | 1,598,315 | $272.39M | No quote | No quote |
| 22 | UPS | United Parcel Svc Cl B | 1.98% | Add +0.7% | 1,235,235 | $264.91M | $214.46 | |
| 23 | HD | Home Depot Inc. | 1.97% | Add +4.9% | 881,696 | $263.92M | $299.33 | |
| 24 | BR | Broadridge Financial Solutions | 1.96% | Add +0.8% | 1,684,618 | $262.31M | $155.71 | |
| 25 | WM | Waste Management | 1.93% | Add +0.5% | 1,630,853 | $258.49M | $158.50 | |
| 26 | TJX | TJX Companies Inc | 1.87% | Add +13.7% | 4,146,825 | $251.22M | $60.58 | |
| 27 | MCO | Moody's Corp. | 1.29% | New | 513,165 | $173.15M | $337.41 | |
| 28 | VRSK | Verisk Analytics Inc | 1.21% | Add +1.0% | 756,763 | $162.42M | $214.63 | |
| 29 | APH | Amphenol Corp. | 1.03% | Add +0.9% | 1,840,772 | $138.7M | $75.35 | |
| 30 | ADBE | Adobe Systems Inc. | 0.15% | Reduce -1.1% | 44,972 | $20.49M | $455.62 | |
| 31 | ORCL | Oracle Corporation | 0.11% | Reduce -2.2% | 179,260 | $14.83M | $82.73 | |
| 32 | WAT | Waters Corp | 0.11% | Reduce -0.6% | 46,867 | $14.55M | $310.39 | |
| 33 | ECL | Ecolab Inc | 0.10% | Reduce -0.4% | 74,637 | $13.18M | $176.56 | |
| 34 | ABT | Abbott Laboratories | 0.09% | - | 107,025 | $12.67M | $118.36 | |
| 35 | EMR | Emerson Electric Co. | 0.07% | - | 102,137 | $10.02M | $98.05 | |
| 36 | CCK | Crown Holdings Inc. | 0.07% | Add +12.2% | 76,360 | $9.55M | $125.09 | |
| 37 | GIS | General Mills Inc. | 0.07% | Reduce -95.7% | 136,555 | $9.25M | $67.72 | |
| 38 | EHC | Encompass Health Corp | 0.07% | Add +27.4% | 126,480 | $8.99M | $71.11 | |
| 39 | CHD | Church & Dwight Co Inc | 0.07% | Add +17.0% | 88,210 | $8.77M | $99.38 | |
| 40 | MCHP | Microchip Technology Inc | 0.07% | Add +38.9% | 116,100 | $8.72M | $75.14 | |
| 41 | GPC | Genuine Parts Company | 0.06% | Add +20.4% | 67,690 | $8.53M | $126.02 | |
| 42 | KR | Kroger Company | 0.06% | Reduce -2.3% | 146,990 | $8.43M | $57.37 | |
| 43 | CPRT | Copart Inc. (DE) | 0.06% | Add +29.2% | 65,760 | $8.25M | $125.47 | |
| 44 | LH | Laboratory Corp of America | 0.06% | Add +23.1% | 31,270 | $8.25M | $263.67 | |
| 45 | KO | Coca-Cola Company | 0.06% | - | 130,759 | $8.11M | $62.00 | |
| 46 | BBY | Best Buy Co. Inc. | 0.06% | Add +41.2% | 88,690 | $8.06M | $90.90 | |
| 47 | OMC | Omnicom Group Inc | 0.06% | Reduce -2.1% | 91,764 | $7.79M | $84.88 | |
| 48 | CL | Colgate-Palmolive Co | 0.06% | - | 102,499 | $7.77M | $75.83 | |
| 49 | FDS | FactSet Research Systems Inc. | 0.06% | Add +9.6% | 17,850 | $7.75M | $434.17 | |
| 50 | HAS | Hasbro Inc | 0.06% | Add +25.4% | 92,830 | $7.61M | $81.92 | |
| 51 | LEVI | Levi Strauss & Co | 0.05% | Add +52.9% | 365,150 | $7.22M | $19.76 | |
| 52 | SMG | The Scotts Miracle-Gro Co. | 0.05% | Add +26.5% | 58,520 | $7.2M | $122.97 | |
| 53 | FFIV | F5 Networks Inc. | 0.05% | Add +13.5% | 31,300 | $6.54M | $208.95 | |
| 54 | EXPD | Expeditors International of WA | 0.05% | Add +23.7% | 62,300 | $6.43M | $103.16 | |
| 55 | CDNS | Cadence Design Systems, Inc. | 0.04% | New | 35,530 | $5.84M | $164.45 | |
| 56 | GNTX | Gentex Corporation | 0.04% | Add +39.4% | 195,910 | $5.72M | $29.17 | |
| 57 | MANH | Manhattan Associates, Inc. | 0.04% | New | 39,310 | $5.45M | $138.72 | |
| 58 | TROW | T Rowe Price Group Inc | 0.04% | - | 32,361 | $4.89M | $151.20 | |
| 59 | PAYX | Paychex Inc. | 0.04% | Add +6.8% | 35,730 | $4.88M | $136.47 | |
| 60 | URI | United Rentals, Inc. | 0.04% | Add +100.0% | 13,340 | $4.74M | $355.25 | |
| 61 | MMS | MAXIMUS, Inc. | 0.03% | Add +52.9% | 58,280 | $4.37M | No quote | No quote |
| 62 | LII | Lennox International Inc. | 0.03% | Add +31.3% | 16,850 | $4.35M | $257.86 | |
| 63 | CLX | Clorox Company | 0.03% | - | 29,000 | $4.03M | $139.03 | |
| 64 | ABBV | AbbVie Inc. | 0.03% | - | 23,657 | $3.84M | $162.11 | |
| 65 | CRI | Carter's Inc. | 0.03% | Add +26.5% | 41,640 | $3.83M | $91.98 | |
| 66 | RMD | Resmed | 0.03% | Add +95.2% | 15,540 | $3.77M | $242.54 | |
| 67 | K | Kellogg Company | 0.03% | Add +16.8% | 58,110 | $3.75M | No quote | No quote |
| 68 | CBRE | CBRE Group Inc. | 0.03% | Add +5.7% | 38,180 | $3.49M | $91.51 | |
| 69 | MLKN | MillerKnoll, Inc. | 0.03% | Add +16.1% | 98,980 | $3.42M | $34.56 | |
| 70 | CPB | Campbell Soup Company | 0.02% | Add +9.6% | 67,350 | $3M | $44.57 | |
| 71 | TSCO | Tractor Supply Co | 0.02% | Reduce -11.1% | 12,060 | $2.81M | $233.33 | |
| 72 | LSTR | Landstar System Inc. | 0.02% | Reduce -44.9% | 16,760 | $2.53M | $150.84 | |
| 73 | DCI | Donaldson Co. Inc. | 0.02% | Add +21.1% | 44,880 | $2.33M | $51.94 | |
| 74 | POOL | Pool Corporation | 0.02% | Add +49.9% | 5,500 | $2.33M | $422.91 | |
| 75 | TTC | Toro Company | 0.02% | New | 26,010 | $2.22M | $85.51 | |
| 76 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -2.2% | 21,850 | $2.17M | $99.08 | |
| 77 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.93M | $73.02 | |
| 78 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +8.0% | 14,020 | $1.46M | $104.28 | |
| 79 | LIN | Linde plc SH | 0.01% | Reduce -0.6% | 4,195 | $1.34M | $319.43 | |
| 80 | RS | Reliance Steel And Aluminum Co | 0.00% | Reduce -29.4% | 1,452 | $266K | $183.20 | |
| 82 | GWW | W.W. Grainger Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 81 | ON | ON Semiconductor Corp | - | Sold | 0 | $0 | No quote | No quote |