Jensen Investment Management·CIK 1106129
88
Positions
$6.4B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| ▲ +0.3% |
| 3 | MSI | 1.06% | $67,171,464 | NEW |
| 4 | AVGO | 0.97% | $61,758,430 | NEW |
| 5 | MA | 4.34% | $275,586,611 | ▲ +0.2% |
| 6 | KLAC | 3.62% | $230,274,671 | ▲ +0.1% |
| 7 | META | 3.80% | $241,619,344 | ▲ +0.2% |
| 8 | AAPL | 8.46% | $537,813,026 | ▲ +1.2% |
| 9 | GOOGL | 7.55% | $479,582,669 | ▲ +2.1% |
| 10 | PG | 2.89% | $183,753,085 | ▲ +0.1% |
| 11 | SHW | 3.15% | $200,335,112 | ▲ +0.3% |
| 12 | WM | 3.46% | $219,810,847 | ▲ +0.5% |
| 13 | NVDA | 6.61% | $420,321,764 | ▲ +1.6% |
| 14 | MCD | 2.13% | $135,479,055 | ▲ +0.2% |
| 15 | JGRW | 0.22% | $14,015,322 | NEW |
| 16 | VRSK | 1.57% | $99,675,369 | ▲ +0.2% |
| 17 | ECL | 0.25% | $15,740,699 | ▲ +0% |
| 18 | WAT | 0.23% | $14,713,095 | ▲ +0.1% |
| 19 | PEP | 0.19% | $11,768,927 | ▲ +0% |
| 20 | CCK | 0.09% | $5,859,302 | ▲ +0% |
| 21 | GWW | 0.05% | $3,168,417 | ▲ +0% |
| 22 | RACE | 0.02% | $960,856 | NEW |
| 23 | DOX | 0.01% | $744,718 | NEW |
| 24 | CTSH | 0.14% | $8,941,258 | ▲ +0% |
| 25 | CL | 0.15% | $9,398,165 | ▲ +0% |
| 26 | G | 0.09% | $5,455,718 | ▲ +0% |
| 27 | KO | 0.12% | $7,805,591 | ▲ +0% |
| 28 | TJX | 0.06% | $3,557,454 | ▲ +0% |
| 29 | NDSN | 0.05% | $2,897,182 | ▲ +0% |
| 30 | AON | 0.06% | $3,741,587 | ▲ +0% |
| 31 | MMM | 0.07% | $4,455,423 | ▲ +0% |