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 | AAPL | 6.94% | $627,822,901 | ▼ -0.6% |
| 4 | MSFT | 7.38% | $667,256,851 | ▼ -0.5% |
| 5 | GOOGL | 4.74% | $428,566,049 | ▼ -0.8% |
| 6 | TXN | 2.33% | $210,986,848 | ▼ -0.8% |
| 7 | JNJ | 1.13% | $101,950,140 | ▼ -0.9% |
| 8 | MA | 4.18% | $377,577,395 | ▼ -0.3% |
| 9 | NKE | 1.61% | $146,044,373 | ▼ -0.7% |
| 10 | ADP | 4.34% | $392,167,309 | ▼ -0.1% |
| 11 | HD | 1.22% | $110,726,891 | ▼ -0.5% |
| 12 | VRSK | 1.08% | $97,998,826 | ▼ -0.2% |
| 13 | MMS | 0.03% | $3,301,023 | SOLD |
| 14 | BALL | 0.02% | $2,450,032 | SOLD |
| 15 | LII | 0.01% | $1,256,259 | ▼ -0% |
| 16 | BAH | 0.04% | $3,856,910 | ▼ -0% |
| 17 | SBUX | 0.01% | $571,178 | ▼ -0% |
| 18 | KR | 0.06% | $5,708,975 | ▼ -0% |