Jensen Investment Management
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-10-31 → 2026-10-02, 40 filings) | +13.01% | Cumulative +236.5% vs SPY +324.0% |
| Trailing 10Y | — | |
| Trailing 5Y | +6.76% | |
| Trailing 3Y | +9.71% | |
| Trailing 1Y | +0.61% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stk Cl A | 6.91% | $285M |
| MSFT | Microsoft Corp | 6.67% | $275M |
| AMZN | Amazon.Com Inc. | 6.09% | $251M |
| AAPL | Apple, Inc. | 6.04% | $249M |
| NVDA | Nvidia Corp | 5.81% | $240M |
| KLAC | Kla Corporation | 5.78% | $238M |
| SYK | Stryker Corp | 4.50% | $186M |
| SHW | Sherwin-Williams Co | 4.50% | $186M |
| LLY | Eli Lilly & Co. | 4.47% | $184M |
| MA | Mastercard Inc | 4.33% | $179M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-07). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 99.2% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.businesswire.com/news/home/20260804538446/en/Jensen-Investment-Management-Launches-Rules-Based-U.S.-Quality-Index-Screening-for-a-Decade-of-Consistent-Profitability — Founded in 1988 and headquartered in Lake Oswego, Oregon; employee-owned. Philosophy centers on businesses capable of consistently high return on shareholder equity over extended periods; founder was Val Jensen per fund profiles.