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
| 3 | NKE | 3.90% | $531,796,654 | ▼ -0.6% |
| 4 | PFE | 3.17% | $431,453,562 | ▼ -0.5% |
| 5 | PEP | 6.52% | $889,103,787 | ▼ -0.3% |
| 6 | INTU | 3.68% | $500,895,599 | ▼ -0.1% |
| 7 | UNH | 4.80% | $654,704,016 | ▼ -0.2% |
| 8 | APH | 2.17% | $295,279,319 | ▼ -0% |
| 9 | UPS | 1.96% | $266,671,121 | ▼ -0.3% |
| 10 | PG | 2.75% | $374,116,487 | ▼ -0.1% |
| 11 | SBUX | 3.51% | $477,748,747 | ▼ -0.3% |
| 12 | TXN | 2.93% | $399,049,794 | ▼ -0.3% |
| 13 | ADP | 3.35% | $456,777,469 | ▼ -0.2% |
| 14 | GIS | 0.06% | $7,556,791 | ▼ -0% |
| 15 | CTSH | 0.06% | $8,620,485 | ▼ -0% |
| 16 | EMR | 0.06% | $8,607,569 | ▼ -0% |