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
| 3 | INTU | 2.85% | $180,826,087 | ▼ -1.7% |
| 4 | CPRT | 1.34% | $84,897,441 | ▼ -1.6% |
| 5 | ZTS | 1.60% | $129,335,760 | SOLD |
| 6 | ADP | 2.56% | $163,022,856 | ▼ -0.8% |
| 7 | BR | 2.70% | $171,717,933 | ▼ -0.5% |
| 8 | ABT | 3.69% | $234,676,063 | ▼ -0.3% |
| 9 | LLY | 4.22% | $268,484,080 | ▼ -0.2% |
| 10 | EFX | 2.81% | $178,886,774 | ▼ -0.4% |
| 11 | APH | 0.49% | $31,148,148 | ▼ -0.9% |
| 12 | ACN | 0.28% | $17,821,559 | ▼ -0.7% |
| 13 | VEEV | 1.08% | $68,922,932 | ▼ -0.5% |
| 14 | CDNS | 2.60% | $165,562,686 | ▼ -0.1% |
| 15 | ORCL | 0.38% | $24,241,541 | ▼ -0.1% |
| 16 | GIS | 0.01% | $829,793 | ▼ -0.1% |
| 17 | OMC | 0.04% | $2,749,861 | ▼ -0% |
| 18 | JNJ | 0.03% | $2,124,549 | ▼ -0% |
| 19 | BAH | 0.02% | $1,387,722 | ▼ -0% |
| 20 | HD | 0.01% | $858,530 | ▼ -0% |
| 21 | HOLX | 0.03% | $2,085,720 | ▼ -0% |
| 22 | UPS | 0.02% | $1,670,600 | SOLD |
| 23 | CPB | 0.01% | $875,620 | ▼ -0% |
| 24 | BMY | 0.01% | $1,194,023 | SOLD |
| 25 | PAYX | 0.01% | $1,181,403 | SOLD |
| 26 | K | 0.01% | $522,631 | SOLD |