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
| ▼ -2.1% |
| 3 | NKE | 3.29% | $430,274,179 | ▼ -0.7% |
| 4 | MCO | 0.54% | $70,392,066 | ▼ -0.7% |
| 5 | AAPL | 5.11% | $668,707,009 | ▼ -0.6% |
| 6 | UNH | 5.14% | $673,044,544 | ▼ -0.3% |
| 7 | HD | 2.50% | $326,791,909 | ▼ -0.3% |
| 8 | SBUX | 3.37% | $441,412,238 | ▼ -0.1% |
| 9 | ACN | 6.40% | $837,466,257 | ▼ -0% |
| 10 | JNJ | 2.44% | $319,251,623 | ▼ -0.1% |
| 11 | ADBE | 0.17% | $22,284,145 | ▼ -0% |
| 12 | CDNS | 0.02% | $2,922,530 | SOLD |
| 13 | UPS | 0.03% | $3,554,338 | ▼ -0% |
| 14 | TJX | 0.02% | $2,977,184 | ▼ -0% |