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
| 3 | KLAC | 3.04% | $336,375,069 | ▼ -0.5% |
| 4 | ZTS | 3.13% | $345,965,236 | ▼ -0.4% |
| 5 | UNH | 3.28% | $362,229,400 | ▼ -0.3% |
| 6 | PEP | 3.52% | $388,407,314 | ▼ -0.2% |
| 7 | JNJ | 2.01% | $221,957,714 | ▼ -0.3% |
| 8 | EFX | 2.84% | $313,731,563 | ▼ -0.2% |
| 9 | VRSK | 1.24% | $136,681,036 | ▼ -0.3% |
| 10 | NKE | 2.32% | $256,342,492 | ▼ -0.2% |
| 11 | TXN | 3.12% | $344,208,544 | ▼ -0.1% |
| 12 | PG | 2.62% | $289,949,501 | ▼ -0% |
| 13 | APH | 1.58% | $174,991,498 | ▼ -0.1% |
| 14 | SHW | 1.64% | $181,543,696 | ▼ -0.1% |
| 15 | BDX | 0.03% | $3,342,249 | ▼ -0.1% |
| 16 | ULTA | 0.04% | $4,408,730 | SOLD |
| 17 | URI | 0.03% | $3,765,245 | SOLD |
| 18 | GPC | 0.03% | $3,801,005 | ▼ -0% |
| 19 | CRL | 0.02% | $2,399,095 | SOLD |
| 20 | POOL | 0.02% | $1,789,800 | SOLD |
| 21 | OMC | 0.06% | $6,796,816 | ▼ -0% |
| 22 | SOLV | 0.00% | $462,592 | SOLD |