Jensen Investment Management·CIK 1106129
84
Positions
$13.1B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| NEW |
| 3 | MRSH | 5.01% | $656,267,934 | ▲ +0.8% |
| 4 | SYK | 5.78% | $756,864,631 | ▲ +0.5% |
| 5 | KLAC | 2.93% | $383,507,944 | ▲ +0.5% |
| 6 | WM | 2.81% | $367,812,493 | ▲ +0.5% |
| 7 | MA | 3.86% | $505,348,482 | ▲ +0.4% |
| 8 | PG | 2.89% | $378,884,253 | ▲ +0.3% |
| 9 | ADP | 3.76% | $492,406,115 | ▲ +0.3% |
| 10 | BALL | 1.56% | $204,590,979 | ▲ +0.2% |
| 11 | EFX | 3.14% | $411,142,392 | ▲ +0.2% |
| 12 | INTU | 5.43% | $711,508,850 | ▲ +0.2% |
| 13 | MSFT | 7.53% | $985,374,202 | ▲ +0.2% |
| 14 | APH | 2.62% | $343,350,464 | ▲ +0.1% |
| 15 | TXN | 2.97% | $388,525,058 | ▲ +0.1% |
| 16 | K | 0.04% | $5,754,609 | NEW |
| 17 | GOOGL | 6.68% | $874,827,107 | ▲ +0% |
| 18 | MSCI | 0.03% | $3,435,559 | NEW |
| 19 | ORCL | 0.15% | $19,100,257 | ▲ +0% |
| 20 | ON | 0.02% | $2,282,257 | NEW |
| 21 | CL | 0.07% | $8,803,198 | ▲ +0% |
| 22 | GIS | 0.07% | $8,626,951 | ▲ +0% |