Jensen Investment Management·CIK 1106129
66
Positions
$12.6B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| NEW |
| 3 | SYK | 5.64% | $715,884,607 | NEW |
| 4 | ACN | 5.56% | $704,850,304 | NEW |
| 5 | AAPL | 5.21% | $660,445,410 | NEW |
| 6 | UNH | 4.99% | $632,704,285 | NEW |
| 7 | GOOGL | 4.93% | $625,829,649 | NEW |
| 8 | NKE | 4.51% | $572,457,971 | NEW |
| 9 | SBUX | 3.81% | $483,251,313 | NEW |
| 10 | MRSH | 3.76% | $477,261,318 | NEW |
| 11 | INTU | 3.76% | $476,623,631 | NEW |
| 12 | PFE | 3.70% | $469,110,410 | NEW |
| 13 | ADP | 3.56% | $451,973,369 | NEW |
| 14 | JNJ | 3.37% | $427,469,328 | NEW |
| 15 | TXN | 3.18% | $403,904,009 | NEW |
| 16 | MA | 2.94% | $372,914,754 | NEW |
| 17 | PG | 2.84% | $360,050,930 | NEW |
| 18 | BDX | 2.62% | $331,919,972 | NEW |
| 19 | EFX | 2.45% | $311,079,678 | NEW |
| 20 | HD | 2.32% | $294,371,098 | NEW |
| 21 | UPS | 2.22% | $281,502,323 | NEW |
| 22 | APH | 2.19% | $277,670,114 | NEW |
| 23 | WM | 2.17% | $275,531,090 | NEW |
| 24 | BR | 2.02% | $255,921,655 | NEW |
| 25 | TJX | 1.78% | $225,722,467 | NEW |
| 26 | MCO | 1.69% | $214,298,471 | NEW |
| 27 | VRSK | 1.41% | $179,316,596 | NEW |
| 28 | BALL | 1.29% | $163,281,622 | NEW |
| 29 | ADBE | 0.14% | $17,196,575 | NEW |
| 30 | ORCL | 0.11% | $14,449,469 | NEW |
| 31 | WAT | 0.11% | $13,954,495 | NEW |
| 32 | ECL | 0.09% | $11,930,216 | NEW |
| 33 | ABT | 0.08% | $10,517,639 | NEW |
| 34 | GIS | 0.07% | $8,909,076 | NEW |
| 35 | EMR | 0.07% | $8,406,650 | NEW |
| 36 | CTSH | 0.07% | $8,351,868 | NEW |
| 37 | OMC | 0.06% | $8,006,244 | NEW |
| 38 | KO | 0.06% | $7,961,518 | NEW |
| 39 | CPRT | 0.06% | $7,657,351 | NEW |
| 40 | CL | 0.06% | $7,585,125 | NEW |
| 41 | LH | 0.06% | $7,424,088 | NEW |
| 42 | MCHP | 0.06% | $7,392,254 | NEW |
| 43 | KR | 0.06% | $7,224,576 | NEW |
| 44 | EHC | 0.05% | $6,730,508 | NEW |
| 45 | MANH | 0.05% | $6,707,760 | NEW |
| 46 | CCK | 0.05% | $6,545,253 | NEW |
| 47 | MMM | 0.05% | $6,503,405 | NEW |
| 48 | CHD | 0.05% | $6,251,612 | NEW |
| 49 | GPC | 0.05% | $6,236,198 | NEW |
| 50 | CDNS | 0.05% | $6,141,987 | NEW |
| 51 | EXPD | 0.05% | $5,802,652 | NEW |
| 52 | K | 0.04% | $5,686,098 | NEW |
| 53 | LEVI | 0.04% | $5,610,182 | NEW |
| 54 | BBY | 0.04% | $5,408,729 | NEW |
| 55 | GNTX | 0.04% | $5,369,893 | NEW |
| 56 | LII | 0.04% | $5,269,474 | NEW |
| 57 | CRL | 0.04% | $5,105,213 | NEW |
| 58 | MMS | 0.04% | $5,030,352 | NEW |
| 59 | G | 0.04% | $5,026,318 | NEW |
| 60 | FDS | 0.04% | $4,714,606 | NEW |
| 61 | FFIV | 0.04% | $4,484,038 | NEW |
| 62 | CLX | 0.03% | $4,360,613 | NEW |
| 63 | RMD | 0.03% | $4,243,418 | NEW |
| 64 | URI | 0.03% | $3,931,516 | NEW |
| 65 | ABBV | 0.03% | $3,769,077 | NEW |
| 66 | TTC | 0.03% | $3,768,130 | NEW |