Jensen Investment Management·CIK 1106129
85
Positions
$11.0B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| ▲ +0.2% |
| 3 | MRSH | 5.85% | $645,843,438 | ▲ +0.2% |
| 4 | SYK | 5.75% | $634,956,096 | ▲ +0.2% |
| 5 | MA | 4.49% | $495,814,626 | ▲ +0.6% |
| 6 | AAPL | 7.55% | $833,709,032 | ▲ +0.4% |
| 7 | CPRT | 1.82% | $201,243,430 | ▲ +0.3% |
| 8 | ACN | 7.27% | $802,899,464 | ▲ +0.4% |
| 9 | BR | 3.32% | $366,758,450 | ▲ +0.4% |
| 10 | WM | 2.71% | $298,924,643 | ▲ +0.1% |
| 11 | MCD | 1.60% | $176,574,608 | ▲ +0% |
| 12 | HD | 1.70% | $188,365,296 | ▲ +0% |
| 13 | GOOGL | 5.54% | $611,691,905 | ▲ +0.3% |
| 14 | ROST | 0.06% | $6,171,816 | NEW |
| 15 | HOLX | 0.03% | $3,659,288 | NEW |
| 16 | CLX | 0.10% | $11,449,093 | ▲ +0% |
| 17 | EMR | 0.10% | $11,578,780 | ▲ +0% |
| 18 | G | 0.08% | $8,396,081 | ▲ +0% |
| 19 | INTU | 5.52% | $610,078,037 | ▲ +0.4% |
| 20 | KR | 0.07% | $7,376,525 | ▲ +0% |
| 21 | ADP | 4.40% | $486,053,576 | ▲ +0.3% |