Jensen Investment Management·CIK 1106129
87
Positions
$12.2B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| 3 | NKE | 2.27% | $277,859,946 | ▼ -1% |
| 4 | HD | 1.46% | $178,722,179 | ▼ -1% |
| 5 | ACN | 6.07% | $741,167,521 | ▼ -0.3% |
| 6 | PEP | 3.70% | $451,695,605 | ▼ -0.5% |
| 7 | SYK | 5.44% | $665,003,314 | ▼ -0.3% |
| 8 | APH | 2.19% | $267,293,439 | ▼ -0.4% |
| 9 | MCO | 0.54% | $70,392,066 | SOLD |
| 10 | MA | 3.65% | $445,662,479 | ▼ -0.2% |
| 11 | BALL | 1.23% | $150,825,518 | ▼ -0.3% |
| 12 | PG | 2.68% | $327,145,702 | ▼ -0.2% |
| 13 | ADP | 3.62% | $442,629,123 | ▼ -0.1% |
| 14 | EFX | 2.99% | $365,023,772 | ▼ -0.1% |
| 15 | JNJ | 2.27% | $277,534,308 | ▼ -0.2% |
| 16 | WM | 2.78% | $339,592,265 | ▼ -0% |
| 17 | WAT | 0.12% | $14,315,101 | ▼ -0% |
| 18 | CBRE | 0.03% | $3,478,275 | SOLD |
| 19 | CRL | 0.03% | $3,286,688 | ▼ -0% |
| 20 | LEVI | 0.02% | $2,846,306 | ▼ -0% |
| 21 | GIS | 0.06% | $7,799,642 | ▼ -0% |