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 | TJX | 0.04% | $4,814,704 | ▼ -0.3% |
| 4 | ADP | 3.50% | $461,588,120 | ▼ -0.4% |
| 5 | JNJ | 2.50% | $329,959,487 | ▼ -0.3% |
| 6 | PEP | 6.21% | $819,366,585 | ▼ -0.4% |
| 7 | MRSH | 4.23% | $558,747,977 | ▼ -0.3% |
| 8 | UNH | 5.46% | $720,837,196 | ▼ -0.1% |
| 9 | SBUX | 3.52% | $465,055,926 | ▼ -0% |
| 10 | PG | 2.61% | $344,356,251 | ▼ -0.2% |
| 11 | K | 0.04% | $5,136,903 | SOLD |
| 12 | SYK | 5.24% | $691,251,603 | ▼ -0.2% |
| 13 | EXPD | 0.03% | $3,440,046 | SOLD |
| 14 | BDX | 0.09% | $12,235,146 | ▼ -0% |
| 15 | VRSK | 1.63% | $215,190,646 | ▼ -0.1% |
| 16 | CDNS | 0.02% | $2,922,530 | ▼ -0% |
| 17 | RMD | 0.01% | $1,733,036 | SOLD |
| 18 | ORCL | 0.12% | $16,031,686 | ▼ -0% |