Jensen Investment Management·CIK 1106129
83
Positions
$12.7B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| ▲ +0.9% |
| 3 | PEP | 6.60% | $834,970,160 | ▲ +0.1% |
| 4 | UNH | 5.58% | $706,163,724 | ▲ +0.8% |
| 5 | KLAC | 2.03% | $256,884,000 | ▲ +0.5% |
| 6 | BR | 2.58% | $326,826,948 | ▲ +0.4% |
| 7 | ADP | 3.85% | $487,761,515 | ▲ +0.5% |
| 8 | PFE | 3.18% | $401,882,413 | ▲ +0% |
| 9 | SBUX | 3.57% | $452,374,461 | ▲ +0.1% |
| 10 | PG | 2.77% | $350,371,765 | ▲ +0% |
| 11 | MRSH | 4.54% | $574,035,383 | ▲ +0.5% |
| 12 | ACN | 6.30% | $796,834,055 | ▲ +0.6% |
| 13 | MA | 3.37% | $426,857,889 | ▲ +0.3% |
| 14 | APH | 2.29% | $289,436,595 | ▲ +0.1% |
| 15 | VRSK | 1.72% | $217,679,096 | ▲ +0.1% |
| 16 | BAH | 0.01% | $1,782,194 | NEW |
| 17 | WAT | 0.13% | $16,299,591 | ▲ +0% |
| 18 | ADBE | 0.18% | $22,903,178 | ▲ +0% |
| 19 | EMR | 0.07% | $9,113,987 | ▲ +0% |
| 20 | CTSH | 0.07% | $8,923,661 | ▲ +0% |
| 21 | HD | 2.56% | $323,966,283 | ▲ +0.2% |