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 84 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 6.65% | Reduce -4.2% | 4,821,448 | $803.54M | $166.66 | |
| 2 | MSFT | Microsoft Corp | 6.48% | Add +3.1% | 3,046,456 | $782.42M | $256.83 | |
| 3 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.04% | Add +3.1% | 335,077 | $730.22M | $2179.26 | |
| 4 | JNJ | Johnson & Johnson | 5.31% | Reduce -2.2% | 3,613,839 | $641.49M | $177.51 | |
| 5 | AAPL | Apple Inc. | 4.76% | Add +3.1% | 4,207,774 | $575.29M | $136.72 | |
| 6 | UNH | Unitedhealth Group Inc | 4.74% | Reduce -3.1% | 1,113,688 | $572.02M | $513.63 | |
| 7 | ACN | Accenture Plc | 4.63% | Add +14.6% | 2,015,402 | $559.58M | $277.65 | |
| 8 | PFE | Pfizer Inc. | 4.36% | Add +3.4% | 10,040,094 | $526.4M | $52.43 | |
| 9 | BDX | Becton Dickinson & Co. | 4.35% | Add +0.8%1.025:1 split | 2,133,735 | $526.03M | $246.53 | |
| 10 | SYK | Stryker Corp | 4.14% | Add +3.1% | 2,515,693 | $500.45M | $198.93 | |
| 11 | ADP | Automatic Data Processing Inc. | 3.96% | Add +3.1% | 2,275,524 | $477.95M | $210.04 | |
| 12 | NKE | Nike Inc Cl B | 3.69% | Add +3.2% | 4,357,438 | $445.33M | $102.20 | |
| 13 | PG | Procter & Gamble Co. | 2.87% | Add +3.2% | 2,410,475 | $346.6M | $143.79 | |
| 14 | SBUX | Starbucks Corp | 2.75% | Add +3.0% | 4,348,451 | $332.18M | $76.39 | |
| 15 | MMM | 3M Company | 2.71% | Reduce -22.8% | 2,527,510 | $327.09M | $129.41 | |
| 16 | MA | Mastercard Inc. | 2.67% | Add +3.2% | 1,022,792 | $322.67M | $315.48 | |
| 17 | INTU | Intuit Inc. | 2.65% | Add +3.6% | 831,429 | $320.47M | $385.44 | |
| 18 | MMC | Marsh & McLennan Company Inc | 2.62% | Add +27.5% | 2,037,800 | $316.37M | No quote | No quote |
| 19 | TXN | Texas Instruments Inc | 2.30% | Add +3.3% | 1,807,500 | $277.72M | $153.65 | |
| 20 | CTSH | Cognizant Tech Solutions | 2.29% | Reduce -18.3% | 4,092,081 | $276.18M | $67.49 | |
| 21 | WM | Waste Management | 2.13% | Add +3.2% | 1,682,827 | $257.44M | $152.98 | |
| 22 | HD | Home Depot Inc. | 2.07% | Add +3.3% | 910,772 | $249.8M | $274.27 | |
| 23 | BR | Broadridge Financial Solutions | 2.05% | Add +3.1% | 1,736,658 | $247.56M | $142.55 | |
| 24 | EFX | Equifax Inc | 2.05% | Add +3.1% | 1,354,123 | $247.51M | $182.78 | |
| 25 | TJX | TJX Companies Inc | 1.98% | Add +3.2% | 4,280,120 | $239.05M | $55.85 | |
| 26 | UPS | United Parcel Svc Cl B | 1.92% | Add +3.1% | 1,273,299 | $232.43M | $182.54 | |
| 27 | BALL | Ball Corporation | 1.47% | New | 2,581,210 | $177.51M | $68.77 | |
| 28 | MCO | Moody's Corp. | 1.42% | Add +23.2% | 632,235 | $171.95M | $271.97 | |
| 29 | VRSK | Verisk Analytics Inc | 1.35% | Add +24.4% | 941,134 | $162.9M | $173.09 | |
| 30 | APH | Amphenol Corp. | 1.24% | Add +26.7% | 2,332,483 | $150.17M | $64.38 | |
| 31 | ADBE | Adobe Systems Inc. | 0.14% | Reduce -0.0% | 44,967 | $16.46M | $366.07 | |
| 32 | WAT | Waters Corp | 0.13% | Reduce -0.2% | 46,772 | $15.48M | $330.99 | |
| 33 | ORCL | Oracle Corporation | 0.10% | Reduce -0.3% | 178,645 | $12.48M | $69.87 | |
| 34 | ABT | Abbott Laboratories | 0.10% | Reduce -0.6% | 106,425 | $11.56M | $108.65 | |
| 35 | ECL | Ecolab Inc | 0.09% | Reduce -0.6% | 74,170 | $11.4M | $153.75 | |
| 36 | GIS | General Mills Inc. | 0.09% | Reduce -0.1% | 136,480 | $10.3M | $75.45 | |
| 37 | KO | Coca-Cola Company | 0.07% | Add +0.5% | 131,409 | $8.27M | $62.91 | |
| 38 | CL | Colgate-Palmolive Co | 0.07% | Add +0.2% | 102,699 | $8.23M | $80.14 | |
| 39 | CHD | Church & Dwight Co Inc | 0.07% | - | 88,210 | $8.17M | $92.67 | |
| 40 | EMR | Emerson Electric Co. | 0.07% | Reduce -0.2% | 101,905 | $8.11M | $79.54 | |
| 41 | LH | Laboratory Corp of America | 0.07% | Add +8.1% | 33,810 | $7.92M | $234.37 | |
| 42 | HAS | Hasbro Inc | 0.06% | - | 92,830 | $7.6M | $81.88 | |
| 43 | EHC | Encompass Health Corp | 0.06% | Add +5.2% | 133,000 | $7.46M | $56.05 | |
| 44 | CCK | Crown Holdings Inc. | 0.06% | Add +5.2% | 80,300 | $7.4M | $92.17 | |
| 45 | GPC | Genuine Parts Company | 0.06% | Reduce -18.1% | 55,420 | $7.37M | $133.00 | |
| 46 | CPRT | Copart Inc. (DE) | 0.06% | - | 65,760 | $7.15M | $108.65 | |
| 47 | FDS | FactSet Research Systems Inc. | 0.06% | - | 17,850 | $6.87M | $384.59 | |
| 48 | MCHP | Microchip Technology Inc | 0.06% | - | 116,100 | $6.74M | $58.08 | |
| 49 | EXPD | Expeditors International of WA | 0.05% | - | 62,300 | $6.07M | $97.46 | |
| 50 | LEVI | Levi Strauss & Co | 0.05% | - | 365,150 | $5.96M | $16.32 | |
| 51 | BBY | Best Buy Co. Inc. | 0.05% | - | 88,690 | $5.78M | $65.19 | |
| 52 | OMC | Omnicom Group Inc | 0.05% | Reduce -1.2% | 90,664 | $5.77M | $63.61 | |
| 53 | KR | Kroger Company | 0.05% | Reduce -19.0% | 119,100 | $5.64M | $47.33 | |
| 54 | GNTX | Gentex Corporation | 0.05% | - | 195,910 | $5.48M | $27.97 | |
| 55 | CDNS | Cadence Design Systems, Inc. | 0.04% | - | 35,530 | $5.33M | $150.04 | |
| 56 | FFIV | F5 Networks Inc. | 0.04% | - | 31,300 | $4.79M | $153.04 | |
| 57 | G | Genpact Limited | 0.04% | New | 106,380 | $4.51M | $42.36 | |
| 58 | MANH | Manhattan Associates, Inc. | 0.04% | - | 39,310 | $4.51M | $114.60 | |
| 59 | K | Kellogg Company | 0.03% | - | 58,110 | $4.15M | No quote | No quote |
| 60 | CLX | Clorox Company | 0.03% | - | 29,000 | $4.09M | $140.97 | |
| 61 | RMD | Resmed | 0.03% | Add +17.4% | 18,240 | $3.82M | $209.65 | |
| 62 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.68M | $113.62 | |
| 63 | ABBV | AbbVie Inc. | 0.03% | Add +1.3% | 23,957 | $3.67M | $153.15 | |
| 64 | MMS | MAXIMUS, Inc. | 0.03% | - | 58,280 | $3.64M | No quote | No quote |
| 65 | LII | Lennox International Inc. | 0.03% | - | 16,850 | $3.48M | $206.59 | |
| 66 | URI | United Rentals, Inc. | 0.03% | - | 13,340 | $3.24M | $242.88 | |
| 67 | CPB | Campbell Soup Company | 0.03% | - | 67,350 | $3.24M | $48.05 | |
| 68 | TTC | Toro Company | 0.02% | Add +49.0% | 38,750 | $2.94M | $75.79 | |
| 69 | CRI | Carter's Inc. | 0.02% | - | 41,640 | $2.94M | $70.49 | |
| 70 | CBRE | CBRE Group Inc. | 0.02% | - | 38,180 | $2.81M | $73.60 | |
| 71 | LSTR | Landstar System Inc. | 0.02% | - | 16,760 | $2.44M | $145.41 | |
| 72 | POOL | Pool Corporation | 0.02% | Add +24.0% | 6,820 | $2.4M | $351.17 | |
| 73 | DCI | Donaldson Co. Inc. | 0.02% | - | 44,880 | $2.16M | $48.15 | |
| 74 | RTX | Raytheon Technologies Corp | 0.02% | - | 21,850 | $2.1M | $96.11 | |
| 75 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,375 | $2.03M | $77.00 | |
| 76 | CRL | Charles River Laboratories | 0.02% | New | 8,660 | $1.85M | $213.97 | |
| 77 | WSM | Williams Sonoma Inc | 0.01% | New | 15,360 | $1.7M | No quote | No quote |
| 78 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +14.4% | 16,040 | $1.31M | $81.73 | |
| 79 | LIN | Linde plc SH | 0.01% | - | 4,195 | $1.21M | $287.49 | |
| 81 | TSCO | Tractor Supply Co | 0.01% | Reduce -52.2% | 5,770 | $1.12M | $193.93 | |
| 80 | PAYX | Paychex Inc. | 0.01% | Reduce -72.5% | 9,830 | $1.12M | $113.84 | |
| 84 | SMG | The Scotts Miracle-Gro Co. | - | Sold | 0 | $0 | No quote | No quote |
| 83 | RS | Reliance Steel And Aluminum Co | - | Sold | 0 | $0 | No quote | No quote |
| 82 | MLKN | MillerKnoll, Inc. | - | Sold | 0 | $0 | No quote | No quote |