Jensen Investment Management·CIK 1106129
83
Positions
$8.5B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | ACN | 4.65% | $396,630,019 | ▼ -1.7% |
| 4 | AAPL | 5.57% | $475,434,081 | ▼ -1.4% |
| 5 | PEP | 0.16% | $13,753,550 | ▼ -1.6% |
| 6 | NKE | 0.07% | $5,953,010 | ▼ -1.5% |
| 7 | MRSH | 6.21% | $529,903,994 | ▼ -0.9% |
| 8 | ADP | 3.40% | $290,138,402 | ▼ -0.9% |
| 9 | HD | 0.69% | $58,877,618 | ▼ -0.5% |
| 10 | ZTS | 2.95% | $251,926,464 | ▼ -0.4% |
| 11 | JNJ | 0.75% | $63,574,245 | ▼ -0.4% |
| 12 | MA | 4.09% | $348,946,196 | ▼ -0.1% |
| 13 | WM | 3.15% | $268,641,087 | ▼ -0.1% |
| 14 | PG | 2.67% | $228,018,784 | ▼ -0.1% |
| 15 | BR | 3.69% | $315,230,081 | ▼ -0% |
| 16 | MCD | 1.71% | $145,796,920 | ▼ -0.1% |
| 17 | VRSK | 1.03% | $87,760,141 | ▼ -0.1% |
| 18 | CHD | 0.04% | $3,474,377 | ▼ -0% |
| 19 | MCHP | 0.02% | $1,365,162 | SOLD |
| 20 | LII | 0.01% | $1,256,259 | SOLD |
| 21 | OMC | 0.06% | $5,472,188 | ▼ -0% |
| 22 | MAR | 0.01% | $707,454 | SOLD |
| 23 | SBUX | 0.01% | $571,178 | SOLD |