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 2026-09-12 from SEC 13F data.
Live quotes available for 81 of 84 rows. Rows without a quote are marked unavailable.
| 1 | PEP | PepsiCo Inc. | 6.96% | Add +2.7% | 4,928,971 | $890.47M | $180.66 | |
| 2 | MSFT | Microsoft Corp | 5.98% | Add +5.1% | 3,189,608 | $764.93M | $239.82 | |
| 3 | UNH | Unitedhealth Group Inc | 5.78% | Add +15.4% | 1,393,098 | $738.59M | $530.18 | |
| 4 | SYK | Stryker Corp | 5.04% | Add +5.4% | 2,638,283 | $645.03M | $244.49 | |
| 5 | ACN | Accenture plc Class A | 4.90% | Add +16.8% | 2,346,332 | $626.1M | $266.84 | |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 4.87% | Add +5.5% | 7,060,890 | $622.98M | $88.23 | |
| 7 | JNJ | Johnson & Johnson | 4.55% | Reduce -8.3% | 3,295,827 | $582.21M | $176.65 | |
| 8 | NKE | Nike Inc | 4.51% | Add +5.3% | 4,927,342 | $576.55M | $117.01 | |
| 9 | AAPL | Apple, Inc. | 4.28% | Add +0.6% | 4,215,594 | $547.73M | $129.93 | |
| 10 | PFE | Pfizer Inc. | 4.22% | Add +5.5% | 10,525,974 | $539.35M | $51.24 | |
| 11 | BDX | Becton Dickinson & Co. | 4.00% | Reduce -5.4% | 2,009,608 | $511.04M | $254.30 | |
| 12 | ADP | Automatic Data Processing, Inc | 3.98% | Reduce -6.0% | 2,131,343 | $509.09M | $238.86 | |
| 13 | SBUX | Starbucks Corp | 3.55% | Add +5.5% | 4,581,042 | $454.44M | $99.20 | |
| 14 | MMC | Marsh & McLennan Company Inc | 3.38% | Add +18.0% | 2,615,464 | $432.81M | No quote | No quote |
| 15 | INTU | Intuit Inc. | 3.07% | Add +21.6% | 1,008,492 | $392.53M | $389.22 | |
| 16 | PG | Procter & Gamble Co | 3.00% | Add +5.2% | 2,528,561 | $383.23M | $151.56 | |
| 17 | MA | Mastercard Inc | 2.92% | Add +5.3% | 1,073,562 | $373.31M | $347.73 | |
| 18 | TXN | Texas Instruments Inc | 2.71% | Add +16.2% | 2,095,669 | $346.25M | $165.22 | |
| 19 | HD | Home Depot Inc. | 2.64% | Add +5.5% | 1,068,790 | $337.59M | $315.86 | |
| 20 | EFX | Equifax Inc | 2.45% | Add +4.8% | 1,611,758 | $313.26M | $194.36 | |
| 21 | TJX | TJX Companies Inc | 2.34% | Reduce -11.7% | 3,764,523 | $299.66M | $79.60 | |
| 22 | WM | Waste Management | 2.17% | Add +5.5% | 1,767,591 | $277.3M | $156.88 | |
| 23 | APH | Amphenol Corp | 2.12% | Add +23.1% | 3,560,430 | $271.09M | $76.14 | |
| 24 | UPS | United Parcel Svc Cl B | 2.08% | Add +20.3% | 1,526,736 | $265.41M | $173.84 | |
| 25 | BR | Broadridge Financial Solutions | 1.91% | Add +6.0% | 1,820,083 | $244.13M | $134.13 | |
| 26 | MCO | Moody's Corp. | 1.60% | Add +0.2% | 736,240 | $205.13M | $278.62 | |
| 27 | VRSK | Verisk Analytics Inc | 1.34% | Add +5.4% | 971,744 | $171.44M | $176.42 | |
| 28 | BALL | Ball Corporation | 1.25% | Add +0.3% | 3,112,930 | $159.2M | $51.14 | |
| 29 | WAT | Waters Corp | 0.13% | Reduce -0.1% | 46,742 | $16.01M | $342.58 | |
| 30 | ADBE | Adobe Systems, Inc. | 0.12% | Add +0.5% | 45,191 | $15.21M | $336.53 | |
| 31 | ORCL | Oracle Corp | 0.11% | Add +0.2% | 165,260 | $13.51M | $81.74 | |
| 32 | ABT | Abbott Labs | 0.09% | - | 106,425 | $11.68M | $109.79 | |
| 33 | ECL | Ecolab Inc | 0.08% | Reduce -0.1% | 73,740 | $10.73M | $145.56 | |
| 34 | MMM | 3M Co. | 0.08% | Reduce -93.8% | 84,672 | $10.15M | $119.92 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.08% | Reduce -95.7% | 173,743 | $9.94M | $57.19 | |
| 36 | EMR | Emerson Elec Co | 0.07% | Reduce -2.8% | 99,055 | $9.52M | $96.06 | |
| 37 | GIS | General Mills Inc. | 0.07% | Reduce -2.0% | 102,532 | $8.6M | $83.85 | |
| 38 | KO | Coca-Cola Company | 0.06% | Reduce -1.7% | 129,123 | $8.21M | $63.61 | |
| 39 | CL | Colgate Palmolive Co | 0.06% | Reduce -1.7% | 100,999 | $7.96M | $78.79 | |
| 40 | LH | Laboratory Corp of America | 0.06% | - | 33,040 | $7.78M | $235.48 | |
| 41 | EHC | Encompass Health Corp | 0.06% | Reduce -4.8% | 126,680 | $7.58M | $59.81 | |
| 42 | OMC | Omnicom Group Inc | 0.06% | Reduce -2.9% | 88,035 | $7.18M | $81.57 | |
| 43 | CPRT | Copart Inc. (DE) | 0.06% | Reduce -11.0%2:1 split | 117,110 | $7.13M | $60.89 | |
| 44 | BBY | Best Buy Co. Inc. | 0.05% | Reduce -6.3% | 83,110 | $6.67M | $80.21 | |
| 45 | CCK | Crown Holdings Inc. | 0.05% | - | 80,300 | $6.6M | $82.21 | |
| 46 | GPC | Genuine Parts Company | 0.05% | Reduce -12.7% | 37,940 | $6.58M | $173.51 | |
| 47 | MCHP | Microchip Technology Inc | 0.05% | Reduce -21.1% | 91,600 | $6.43M | $70.25 | |
| 48 | CHD | Church & Dwight Co Inc | 0.05% | Reduce -7.2% | 77,290 | $6.23M | $80.61 | |
| 49 | KR | Kroger Company | 0.05% | - | 130,080 | $5.8M | $44.58 | |
| 50 | LEVI | Levi Strauss & Co | 0.04% | - | 365,150 | $5.67M | $15.52 | |
| 51 | EXPD | Expeditors International of WA | 0.04% | Reduce -13.0% | 54,200 | $5.63M | $103.92 | |
| 52 | MANH | Manhattan Associates, Inc. | 0.04% | Add +16.3% | 44,130 | $5.36M | $121.40 | |
| 53 | GNTX | Gentex Corporation | 0.04% | - | 195,910 | $5.34M | $27.27 | |
| 54 | CRL | Charles River Laboratories | 0.04% | Add +32.9% | 23,080 | $5.03M | $217.90 | |
| 55 | G | Genpact Limited | 0.04% | - | 106,380 | $4.93M | $46.32 | |
| 56 | HAS | Hasbro Inc | 0.04% | Reduce -8.1% | 79,870 | $4.87M | $61.01 | |
| 57 | MMS | MAXIMUS, Inc. | 0.04% | Add +11.8% | 65,160 | $4.78M | $73.33 | |
| 58 | CDNS | Cadence Design Systems, Inc. | 0.04% | Reduce -3.3% | 29,670 | $4.77M | $160.64 | |
| 59 | K | Kellogg Company | 0.04% | Add +11.4% | 64,760 | $4.61M | No quote | No quote |
| 60 | FDS | FactSet Research Systems Inc. | 0.04% | Reduce -12.6% | 11,480 | $4.61M | $401.21 | |
| 61 | FFIV | F5 Networks Inc. | 0.04% | - | 31,300 | $4.49M | $143.51 | |
| 62 | URI | United Rentals, Inc. | 0.03% | Reduce -11.2% | 11,840 | $4.21M | $355.42 | |
| 63 | LII | Lennox International Inc. | 0.03% | - | 16,850 | $4.03M | $239.23 | |
| 64 | CLX | Clorox Company | 0.03% | Reduce -2.0% | 28,410 | $3.99M | $140.33 | |
| 65 | TTC | Toro Company | 0.03% | Reduce -10.8% | 34,570 | $3.91M | $113.20 | |
| 66 | ABBV | AbbVie Inc. | 0.03% | Reduce -0.4% | 23,867 | $3.86M | $161.61 | |
| 67 | RMD | Resmed | 0.03% | Reduce -4.2% | 17,470 | $3.64M | $208.13 | |
| 68 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.53M | $109.06 | |
| 69 | CPB | Campbell Soup Company | 0.03% | Reduce -9.3% | 61,090 | $3.47M | $56.75 | |
| 70 | CBRE | CBRE Group Inc. | 0.02% | - | 38,180 | $2.94M | $76.96 | |
| 71 | POOL | Pool Corporation | 0.02% | Add +20.1% | 8,790 | $2.66M | $302.33 | |
| 72 | DCI | Donaldson Co. Inc. | 0.02% | - | 44,880 | $2.64M | $58.87 | |
| 73 | CRI | Carter's Inc. | 0.02% | Reduce -15.6% | 35,140 | $2.62M | $74.61 | |
| 74 | LSTR | Landstar System Inc. | 0.02% | Reduce -6.3% | 15,700 | $2.56M | $162.90 | |
| 75 | RTX | Raytheon Technologies Corp | 0.02% | - | 21,850 | $2.21M | $100.92 | |
| 76 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.9M | $71.95 | |
| 77 | WSM | Williams Sonoma Inc | 0.01% | - | 15,360 | $1.77M | No quote | No quote |
| 78 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +14.6% | 18,720 | $1.39M | $74.49 | |
| 79 | TSCO | Tractor Supply Co | 0.01% | - | 5,770 | $1.3M | $224.97 | |
| 80 | LIN | Linde plc SH | 0.01% | Reduce -15.8% | 3,530 | $1.15M | $326.20 | |
| 81 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.14M | $115.56 | |
| 82 | AON | AON plc Registered Shs | 0.01% | New | 3,640 | $1.09M | $300.14 | |
| 83 | SPY | SPDR S&P 500 ETF Trust | 0.00% | New | 630 | $240.93K | $382.43 | |
| 84 | RS | Reliance Steel And Aluminum Co | 0.00% | New | 1,140 | $230.78K | $202.44 |