Jensen Investment Management·CIK 1106129
82
Positions
$13.6B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| ▲ +0.6% |
| 3 | GOOGL | 5.50% | $749,944,201 | ▲ +0.6% |
| 4 | MSFT | 7.30% | $995,341,890 | ▲ +0.4% |
| 5 | ACN | 5.72% | $779,105,561 | ▲ +0.2% |
| 6 | MRSH | 4.04% | $551,110,888 | ▲ +0.3% |
| 7 | SYK | 5.78% | $787,314,949 | ▲ +0.1% |
| 8 | EFX | 2.71% | $369,651,123 | ▲ +0.3% |
| 9 | MA | 3.03% | $412,514,278 | ▲ +0.1% |
| 10 | BR | 2.17% | $295,169,886 | ▲ +0.1% |
| 11 | JNJ | 3.42% | $466,552,383 | ▲ +0% |
| 12 | MCO | 1.83% | $250,068,749 | ▲ +0.1% |
| 13 | VRSK | 1.57% | $213,983,053 | ▲ +0.2% |
| 14 | HD | 2.38% | $324,251,624 | ▲ +0.1% |
| 15 | WM | 2.20% | $299,437,030 | ▲ +0% |
| 16 | ADBE | 0.16% | $22,018,731 | ▲ +0% |
| 17 | TSCO | 0.03% | $4,472,853 | NEW |
| 18 | ORCL | 0.14% | $18,780,493 | ▲ +0% |
| 19 | TROW | 0.03% | $3,625,079 | NEW |
| 20 | TECH | 0.03% | $3,545,191 | NEW |
| 21 | POOL | 0.02% | $3,191,933 | NEW |
| 22 | KEYS | 0.02% | $3,131,315 | NEW |
| 23 | CBRE | 0.02% | $2,985,463 | NEW |
| 24 | DCI | 0.02% | $2,718,560 | NEW |
| 25 | CPB | 0.02% | $2,413,031 | NEW |
| 26 | WSM | 0.02% | $2,153,659 | NEW |
| 27 | RTX | 0.02% | $2,117,405 | NEW |
| 28 | TSM | 0.01% | $1,777,201 | NEW |
| 29 | BMY | 0.01% | $1,686,681 | NEW |
| 30 | AON | 0.01% | $1,663,864 | NEW |
| 31 | ECL | 0.10% | $13,416,664 | ▲ +0% |
| 32 | PAYX | 0.01% | $1,099,682 | NEW |
| 33 | LIN | 0.00% | $599,439 | NEW |