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
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 7.38% | $667,256,851 |
| MRSH |
7.10% |
| $641,722,275 |
| AAPL | 6.94% | $627,822,901 |
| ACN | 6.33% | $572,769,079 |
| SYK | 6.25% | $564,875,602 |
| INTU | 5.63% | $509,230,412 |
| GOOGL | 4.74% | $428,566,049 |
| ADP | 4.34% | $392,167,309 |
| MA | 4.18% | $377,577,395 |
| BR | 3.72% | $336,197,218 |
| UNH | 3.52% | $318,113,966 |
| KLAC | 3.43% | $310,074,455 |
| ZTS | 3.32% | $299,894,004 |
| WM | 3.26% | $295,078,247 |
| EFX | 2.87% | $259,741,396 |
| PG | 2.81% | $254,234,090 |
| CPRT | 2.39% | $215,726,173 |
| TXN | 2.33% | $210,986,848 |
| SHW | 2.25% | $203,044,208 |
| ABT | 2.00% | $181,171,380 |
| APH | 1.83% | $165,128,794 |
| MCD | 1.80% | $162,520,488 |
| PEP | 1.78% | $160,728,933 |
| NKE | 1.61% | $146,044,373 |
| CDNS | 1.54% | $139,158,185 |
| HD | 1.22% | $110,726,891 |
| JNJ | 1.13% | $101,950,140 |
| VRSK | 1.08% | $97,998,826 |
| ORCL | 0.23% | $20,564,513 |
| ECL | 0.19% | $17,489,331 |
| ADBE | 0.19% | $16,872,252 |
| WAT | 0.18% | $16,339,445 |
| EMR | 0.11% | $10,152,664 |
| CLX | 0.11% | $9,892,991 |
| CTSH | 0.11% | $9,563,189 |
| CL | 0.10% | $9,160,018 |
| KO | 0.10% | $8,933,019 |
| GIS | 0.08% | $7,338,924 |
| G | 0.08% | $7,190,989 |
| EHC | 0.08% | $7,173,662 |
| CCK | 0.07% | $6,731,811 |
| LH | 0.07% | $6,637,745 |
| OMC | 0.07% | $6,348,087 |
| TSCO | 0.06% | $5,862,089 |
| KR | 0.06% | $5,708,975 |
| CPB | 0.06% | $5,292,115 |
| MSCI | 0.06% | $5,225,220 |
| KEYS | 0.06% | $5,062,226 |
| VEEV | 0.06% | $5,061,347 |
| CHD | 0.06% | $5,017,902 |
| ROST | 0.05% | $4,831,740 |
| FDS | 0.05% | $4,728,256 |
| ABBV | 0.05% | $4,657,001 |
| DCI | 0.05% | $4,480,279 |
| MMM | 0.05% | $4,088,582 |
| FFIV | 0.04% | $3,991,387 |
| BAH | 0.04% | $3,856,910 |
| GNTX | 0.04% | $3,763,882 |
| APD | 0.04% | $3,727,789 |
| AON | 0.04% | $3,523,965 |
| BBY | 0.04% | $3,487,274 |
| IDXX | 0.04% | $3,439,391 |
| TSM | 0.04% | $3,409,308 |
| TJX | 0.04% | $3,210,526 |
| HOLX | 0.04% | $3,170,654 |
| GPC | 0.04% | $3,169,601 |
| BDX | 0.03% | $3,051,537 |
| TROW | 0.03% | $2,935,247 |
| LEVI | 0.03% | $2,881,032 |
| TTC | 0.03% | $2,871,443 |
| TECH | 0.03% | $2,781,994 |
| UPS | 0.03% | $2,405,481 |
| MANH | 0.03% | $2,401,795 |
| RTX | 0.03% | $2,341,363 |
| ON | 0.02% | $1,686,601 |
| URI | 0.02% | $1,679,556 |
| BMY | 0.02% | $1,608,611 |
| PAYX | 0.02% | $1,516,572 |
| MCHP | 0.02% | $1,365,162 |
| LII | 0.01% | $1,256,259 |
| K | 0.01% | $943,026 |
| MAR | 0.01% | $707,454 |
| LIN | 0.01% | $672,850 |
| SBUX | 0.01% | $571,178 |