Jensen Investment Management·CIK 1106129
87
Positions
$12.0B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | ACN | 6.83% | $817,259,192 | ▲ +0.8% |
| 4 | ADP | 4.06% | $485,692,974 | ▲ +0.4% |
| 5 | SHW | 1.73% | $206,655,603 | ▲ +0.3% |
| 6 | AAPL | 7.15% | $854,573,634 | ▲ +0.5% |
| 7 | NKE | 2.54% | $303,671,503 | ▲ +0.3% |
| 8 | MA | 3.94% | $471,368,641 | ▲ +0.3% |
| 9 | MCD | 1.57% | $187,938,091 | ▲ +0.2% |
| 10 | HD | 1.66% | $198,593,788 | ▲ +0.2% |
| 11 | BR | 2.95% | $353,340,521 | ▲ +0.2% |
| 12 | CLX | 0.08% | $9,474,031 | ▲ +0.1% |
| 13 | BALL | 1.30% | $155,335,976 | ▲ +0.1% |
| 14 | ORCL | 0.21% | $25,403,914 | ▲ +0% |
| 15 | JNJ | 2.29% | $273,653,706 | ▲ +0% |
| 16 | WAT | 0.14% | $17,257,445 | ▲ +0% |
| 17 | CCK | 0.08% | $9,676,018 | ▲ +0% |
| 18 | SYK | 5.54% | $662,342,032 | ▲ +0.1% |
| 19 | BAH | 0.06% | $7,008,446 | ▲ +0% |
| 20 | GIS | 0.08% | $9,653,303 | ▲ +0% |
| 21 | LEVI | 0.04% | $4,381,146 | ▲ +0% |
| 22 | OMC | 0.07% | $8,195,312 | ▲ +0% |
| 23 | ABT | 0.10% | $11,786,126 | ▲ +0% |
| 24 | LH | 0.07% | $8,177,133 | ▲ +0% |
| 25 | MAR | 0.01% | $793,034 | NEW |
| 26 | MRSH | 5.69% | $680,609,888 | ▲ +0.1% |
| 27 | EFX | 3.05% | $364,957,958 | ▲ +0.1% |