Jensen Investment Management·CIK 1106129
84
Positions
$9.0B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| 3 | SYK | 6.25% | $564,875,602 | ▲ +0.5% |
| 4 | EFX | 2.87% | $259,741,396 | ▲ +0% |
| 5 | ZTS | 3.32% | $299,894,004 | ▲ +0.2% |
| 6 | UNH | 3.52% | $318,113,966 | ▲ +0.2% |
| 7 | PG | 2.81% | $254,234,090 | ▲ +0.2% |
| 8 | BR | 3.72% | $336,197,218 | ▲ +0.4% |
| 9 | KLAC | 3.43% | $310,074,455 | ▲ +0.4% |
| 10 | SHW | 2.25% | $203,044,208 | ▲ +0.6% |
| 11 | CPRT | 2.39% | $215,726,173 | ▲ +0.6% |
| 12 | MCD | 1.80% | $162,520,488 | ▲ +0.2% |
| 13 | CDNS | 1.54% | $139,158,185 | ▲ +0.4% |
| 14 | APH | 1.83% | $165,128,794 | ▲ +0.3% |
| 15 | MRSH | 7.10% | $641,722,275 | ▲ +1.3% |
| 16 | WM | 3.26% | $295,078,247 | ▲ +0.5% |
| 17 | URI | 0.02% | $1,679,556 | NEW |
| 18 | ECL | 0.19% | $17,489,331 | ▲ +0% |
| 19 | KO | 0.10% | $8,933,019 | ▲ +0% |
| 20 | MMM | 0.05% | $4,088,582 | ▲ +0% |
| 21 | OMC | 0.07% | $6,348,087 | ▲ +0% |
| 22 | CL | 0.10% | $9,160,018 | ▲ +0% |
| 23 | WAT | 0.18% | $16,339,445 | ▲ +0% |
| 24 | CTSH | 0.11% | $9,563,189 | ▲ +0% |