Jensen Investment Management·CIK 1106129
81
Positions
$13.2B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| 3 | EFX | 2.90% | $383,109,334 | ▲ +0.4% |
| 4 | KLAC | 2.42% | $319,011,627 | ▲ +0.4% |
| 5 | MSFT | 7.34% | $969,144,954 | ▲ +0.1% |
| 6 | ACN | 6.45% | $851,534,348 | ▲ +0.2% |
| 7 | NKE | 3.99% | $526,980,540 | ▲ +0.3% |
| 8 | APH | 2.53% | $333,762,978 | ▲ +0.2% |
| 9 | WM | 2.35% | $310,537,729 | ▲ +0.2% |
| 10 | BR | 2.78% | $366,822,416 | ▲ +0.2% |
| 11 | HD | 2.75% | $363,172,964 | ▲ +0.2% |
| 12 | MA | 3.41% | $449,672,905 | ▲ +0% |
| 13 | BALL | 1.33% | $175,600,335 | ▲ +0.1% |
| 14 | ULTA | 0.03% | $3,777,823 | NEW |
| 15 | ADBE | 0.20% | $26,358,981 | ▲ +0% |
| 16 | WAT | 0.15% | $19,303,413 | ▲ +0% |