Jensen Investment Management·CIK 1106129
87
Positions
$8.1B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| 3 | INTU | 4.55% | $366,707,646 | ▼ -1.3% |
| 4 | ZTS | 1.60% | $129,335,760 | ▼ -1.4% |
| 5 | SYK | 5.60% | $451,015,884 | ▼ -1% |
| 6 | KLAC | 3.51% | $283,124,950 | ▼ -0.6% |
| 7 | JNJ | 0.07% | $5,371,617 | ▼ -0.7% |
| 8 | HD | 0.04% | $3,067,288 | ▼ -0.6% |
| 9 | BR | 3.25% | $261,951,275 | ▼ -0.4% |
| 10 | MRSH | 6.02% | $485,011,167 | ▼ -0.2% |
| 11 | CDNS | 2.70% | $217,854,965 | ▼ -0.3% |
| 12 | WM | 2.98% | $239,951,449 | ▼ -0.2% |
| 13 | CPRT | 2.94% | $236,714,120 | ▼ -0.1% |
| 14 | ADP | 3.37% | $271,317,564 | ▼ -0% |
| 15 | GPC | 0.00% | $370,616 | ▼ -0% |
| 16 | IDXX | 0.04% | $2,830,283 | ▼ -0% |
| 17 | TECH | 0.03% | $2,441,303 | SOLD |
| 18 | WAT | 0.16% | $13,172,452 | ▼ -0% |
| 19 | CCK | 0.06% | $4,754,933 | ▼ -0% |
| 20 | UNH | 0.02% | $1,509,997 | ▼ -0% |
| 21 | BDX | 0.01% | $465,305 | ▼ -0% |
| 22 | G | 0.06% | $4,885,421 | ▼ -0% |
| 23 | TXN | 0.02% | $1,854,754 | ▼ -0% |
| 24 | CPB | 0.03% | $2,522,231 | ▼ -0% |
| 25 | MANH | 0.01% | $1,055,647 | ▼ -0% |