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 81 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 6.82% | Reduce -0.4% | 4,800,068 | $783.66M | $163.26 | |
| 2 | MSFT | Microsoft Corp | 6.16% | Reduce -0.3% | 3,035,731 | $707.02M | $232.90 | |
| 3 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.58% | Reduce -0.1%20:1 split | 6,696,180 | $640.49M | $95.65 | |
| 4 | UNH | Unitedhealth Group Inc | 5.31% | Add +8.4% | 1,207,362 | $609.77M | $505.04 | |
| 5 | JNJ | Johnson & Johnson | 5.11% | Reduce -0.5% | 3,594,311 | $587.17M | $163.36 | |
| 6 | AAPL | Apple, Inc. | 5.05% | Reduce -0.4% | 4,192,474 | $579.4M | $138.20 | |
| 7 | ACN | Accenture plc Class A | 4.50% | Reduce -0.3% | 2,008,782 | $516.86M | $257.30 | |
| 8 | ADP | Automatic Data Processing, Inc | 4.47% | Reduce -0.4% | 2,267,024 | $512.78M | $226.19 | |
| 9 | SYK | Stryker Corp | 4.41% | Reduce -0.5% | 2,502,486 | $506.85M | $202.54 | |
| 10 | BDX | Becton Dickinson & Co. | 4.12% | Reduce -0.5% | 2,123,375 | $473.15M | $222.83 | |
| 11 | PFE | Pfizer Inc. | 3.80% | Reduce -0.6% | 9,976,089 | $436.55M | $43.76 | |
| 12 | NKE | Nike Inc | 3.39% | Add +7.4% | 4,681,749 | $389.15M | $83.12 | |
| 13 | SBUX | Starbucks Corp | 3.19% | Reduce -0.1% | 4,342,725 | $365.92M | $84.26 | |
| 14 | MMC | Marsh & McLennan Company Inc | 2.88% | Add +8.8% | 2,217,285 | $331.02M | No quote | No quote |
| 15 | INTU | Intuit Inc. | 2.80% | Reduce -0.2% | 829,424 | $321.25M | $387.32 | |
| 16 | PG | Procter & Gamble Co | 2.64% | Reduce -0.2% | 2,404,595 | $303.58M | $126.25 | |
| 17 | MA | Mastercard Inc | 2.53% | Reduce -0.3% | 1,019,757 | $289.96M | $284.34 | |
| 18 | HD | Home Depot Inc. | 2.43% | Add +11.2% | 1,012,927 | $279.51M | $275.94 | |
| 19 | TXN | Texas Instruments Inc | 2.43% | Reduce -0.2% | 1,803,205 | $279.1M | $154.78 | |
| 20 | WM | Waste Management | 2.34% | Reduce -0.4% | 1,675,512 | $268.43M | $160.21 | |
| 21 | TJX | TJX Companies Inc | 2.31% | Reduce -0.4% | 4,263,130 | $264.83M | $62.12 | |
| 22 | EFX | Equifax Inc | 2.30% | Add +13.6% | 1,538,153 | $263.69M | $171.43 | |
| 23 | BR | Broadridge Financial Solutions | 2.16% | Reduce -1.1% | 1,717,678 | $247.9M | $144.32 | |
| 24 | CTSH | Cognizant Technology Solutions | 2.04% | Reduce -0.4% | 4,076,186 | $234.14M | $57.44 | |
| 25 | UPS | United Parcel Svc Cl B | 1.79% | Reduce -0.3% | 1,269,669 | $205.1M | $161.54 | |
| 26 | APH | Amphonol Corp | 1.69% | Add +24.0% | 2,891,798 | $193.64M | $66.96 | |
| 27 | MCO | Moody's Corp. | 1.55% | Add +16.2% | 734,490 | $178.56M | $243.11 | |
| 28 | VRSK | Verisk Analytics Inc | 1.37% | Reduce -2.1% | 921,779 | $157.19M | $170.53 | |
| 29 | MMM | 3M Co. | 1.31% | Reduce -46.1% | 1,361,055 | $150.4M | $110.50 | |
| 30 | BALL | Ball Corporation | 1.31% | Add +20.3% | 3,103,935 | $149.98M | $48.32 | |
| 31 | WAT | Waters Corp | 0.11% | - | 46,772 | $12.61M | $269.52 | |
| 32 | ADBE | Adobe Systems, Inc. | 0.11% | - | 44,967 | $12.38M | $275.20 | |
| 33 | ECL | Ecolab Inc | 0.09% | Reduce -0.5% | 73,780 | $10.66M | $144.42 | |
| 34 | ABT | Abbott Labs | 0.09% | - | 106,425 | $10.3M | $96.76 | |
| 35 | ORCL | Oracle Corp | 0.09% | Reduce -7.7% | 164,945 | $10.07M | $61.07 | |
| 36 | GIS | General Mills Inc. | 0.07% | Reduce -23.3% | 104,662 | $8.02M | $76.61 | |
| 37 | EMR | Emerson Elec Co | 0.07% | - | 101,905 | $7.46M | $73.22 | |
| 38 | KO | Coca-Cola Company | 0.06% | Reduce -0.1% | 131,323 | $7.36M | $56.02 | |
| 39 | CL | Colgate Palmolive Co | 0.06% | - | 102,699 | $7.22M | $70.25 | |
| 40 | MCHP | Microchip Technology Inc | 0.06% | - | 116,100 | $7.09M | $61.03 | |
| 41 | CPRT | Copart Inc. (DE) | 0.06% | - | 65,760 | $7M | $106.40 | |
| 42 | LH | Laboratory Corp of America | 0.06% | Reduce -2.3% | 33,040 | $6.77M | $204.81 | |
| 43 | CCK | Crown Holdings Inc. | 0.06% | - | 80,300 | $6.51M | $81.03 | |
| 44 | GPC | Genuine Parts Company | 0.06% | Reduce -21.6% | 43,460 | $6.49M | $149.31 | |
| 45 | EHC | Encompass Health Corp | 0.05% | Reduce -20.4%1.257:1 split | 133,000 | $6.02M | $45.23 | |
| 46 | CHD | Church & Dwight Co Inc | 0.05% | Reduce -5.5% | 83,320 | $5.95M | $71.44 | |
| 47 | HAS | Hasbro Inc | 0.05% | Reduce -6.4% | 86,900 | $5.86M | $67.42 | |
| 48 | OMC | Omnicom Group Inc | 0.05% | - | 90,664 | $5.72M | $63.09 | |
| 49 | KR | Kroger Company | 0.05% | Add +9.2% | 130,080 | $5.69M | $43.75 | |
| 50 | BBY | Best Buy Co. Inc. | 0.05% | - | 88,690 | $5.62M | $63.34 | |
| 51 | EXPD | Expeditors International of WA | 0.05% | - | 62,300 | $5.5M | $88.31 | |
| 52 | LEVI | Levi Strauss & Co | 0.05% | - | 365,150 | $5.28M | $14.47 | |
| 53 | FDS | FactSet Research Systems Inc. | 0.05% | Reduce -26.4% | 13,140 | $5.26M | $400.08 | |
| 54 | MANH | Manhattan Associates, Inc. | 0.04% | Reduce -3.5% | 37,950 | $5.05M | $133.02 | |
| 55 | CDNS | Cadence Design Systems, Inc. | 0.04% | Reduce -13.6% | 30,690 | $5.02M | $163.44 | |
| 56 | GNTX | Gentex Corporation | 0.04% | - | 195,910 | $4.67M | $23.84 | |
| 57 | G | Genpact Limited | 0.04% | - | 106,380 | $4.66M | $43.77 | |
| 58 | FFIV | F5 Networks Inc. | 0.04% | - | 31,300 | $4.53M | $144.73 | |
| 59 | K | Kellogg Company | 0.04% | - | 58,110 | $4.05M | No quote | No quote |
| 60 | RMD | Resmed | 0.03% | - | 18,240 | $3.98M | $218.31 | |
| 61 | LII | Lennox International Inc. | 0.03% | - | 16,850 | $3.75M | $222.67 | |
| 62 | CLX | Clorox Company | 0.03% | - | 29,000 | $3.72M | $128.38 | |
| 63 | URI | United Rentals, Inc. | 0.03% | - | 13,340 | $3.6M | $270.09 | |
| 64 | CRL | Charles River Laboratories | 0.03% | Add +100.6% | 17,370 | $3.42M | $196.78 | |
| 65 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.4M | $105.00 | |
| 66 | MMS | MAXIMUS, Inc. | 0.03% | - | 58,280 | $3.37M | No quote | No quote |
| 67 | TTC | Toro Company | 0.03% | - | 38,750 | $3.35M | $86.48 | |
| 68 | ABBV | AbbVie Inc. | 0.03% | - | 23,957 | $3.22M | $134.20 | |
| 69 | CPB | Campbell Soup Company | 0.03% | - | 67,350 | $3.17M | $47.13 | |
| 70 | CRI | Carter's Inc. | 0.02% | - | 41,640 | $2.73M | $65.54 | |
| 71 | CBRE | CBRE Group Inc. | 0.02% | - | 38,180 | $2.58M | $67.52 | |
| 72 | LSTR | Landstar System Inc. | 0.02% | - | 16,760 | $2.42M | $144.39 | |
| 73 | POOL | Pool Corporation | 0.02% | Add +7.3% | 7,320 | $2.33M | $318.17 | |
| 74 | DCI | Donaldson Co. Inc. | 0.02% | - | 44,880 | $2.2M | $49.02 | |
| 75 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,375 | $1.88M | $71.09 | |
| 76 | WSM | Williams Sonoma Inc | 0.02% | - | 15,360 | $1.81M | No quote | No quote |
| 77 | RTX | Raytheon Technologies Corp | 0.02% | - | 21,850 | $1.79M | $81.88 | |
| 78 | LIN | Linde plc SH | 0.01% | - | 4,195 | $1.13M | $269.61 | |
| 79 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +1.9% | 16,340 | $1.12M | $68.54 | |
| 80 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.1M | $112.21 | |
| 81 | TSCO | Tractor Supply Co | 0.01% | - | 5,770 | $1.07M | $185.96 |