The Analysis of JENSEN INVESTMENT MANAGEMENT INC's Holdings


Currently, JENSEN INVESTMENT MANAGEMENT INC holds 87 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in LLY (+257.1K shares, valued at $196.2M), META (+196.5K shares, valued at $144.3M), VEEV (+392.8K shares, valued at $117.0M); decreased their positions in ACN (-1.0M shares, valued at $250.1M), APH (-1.7M shares, valued at $215.6M), GOOGL (-583.9K shares, valued at $141.9M); initiated new positions in NDSN (+12.1K shares, valued at $2.7M), FICO (+1.6K shares, valued at $2.4M), GWW (+2.3K shares, valued at $2.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT Microsoft Corp1.5M shares-3.19%2025-09-302025-11-06history
AAPL Apple, Inc.2.3M shares-0.60%2025-09-302025-11-06history
MMC Marsh & McLennan Companies Inc2.4M shares-0.70%2025-09-302025-11-06history
SYK Stryker Corp1.2M shares-13.94%2025-09-302025-11-06history
GOOGL Alphabet Inc Cap Stk Cl A1.8M shares-24.58%2025-09-302025-11-06history
NVDA NVIDIA Corp2.2M shares23.59%2025-09-302025-11-06history
INTU Intuit Inc.537.0K shares-14.55%2025-09-302025-11-06history
LLY Eli Lilly & Co.463.7K shares124.45%2025-09-302025-11-06history
Sponsored
MA Mastercard Inc581.5K shares-6.35%2025-09-302025-11-06history
ABT Abbott Labs2.4M shares1.30%2025-09-302025-11-06history
META Meta Platforms, Inc. Class A399.9K shares96.61%2025-09-302025-11-06history
KLAC KLA Corporation262.5K shares-32.53%2025-09-302025-11-06history
ADP Automatic Data Processing, Inc924.4K shares-1.74%2025-09-302025-11-06history
EFX Equifax Inc1.0M shares-0.40%2025-09-302025-11-06history
BR Broadridge Financial Solutions1.1M shares-15.21%2025-09-302025-11-06history
WM Waste Management1.1M shares-7.45%2025-09-302025-11-06history
Sponsored
CPRT Copart Inc.5.3M shares-0.98%2025-09-302025-11-06history
SHW Sherwin-Williams Co663.6K shares18.87%2025-09-302025-11-06history
PG Procter & Gamble Co1.4M shares0.75%2025-09-302025-11-06history
CDNS Cadence Design Systems, Inc.620.2K shares-24.68%2025-09-302025-11-06history
MCD McDonald's Corp.501.0K shares0.39%2025-09-302025-11-06history
ZTS Zoetis, Inc.883.9K shares-45.28%2025-09-302025-11-06history
VEEV Veeva Systems Inc. Class A413.2K shares1924.46%2025-09-302025-11-06history
APH Amphenol Corp869.5K shares-66.71%2025-09-302025-11-06history
Sponsored
VRSK Verisk Analytics Inc424.6K shares50.73%2025-09-302025-11-06history
ACN Accenture plc Class A312.9K shares-76.42%2025-09-302025-11-06history
ORCL Oracle Corp142.4K shares-1.91%2025-09-302025-11-06history
ECL Ecolab Inc67.0K shares-1.47%2025-09-302025-11-06history
ADBE Adobe Systems, Inc.44.0K shares0.00%2025-09-302025-11-06history
WAT Waters Corp43.9K shares0.00%2025-09-302025-11-06history
PEP PepsiCo Inc.92.4K shares-11.26%2025-09-302025-11-06history
EMR Emerson Elec Co91.9K shares-0.76%2025-09-302025-11-06history
Sponsored
CL Colgate Palmolive Co124.8K shares27.73%2025-09-302025-11-06history
CLX Clorox Company73.5K shares3.52%2025-09-302025-11-06history
CTSH Cognizant Technology Solutions123.7K shares0.00%2025-09-302025-11-06history
KO Coca-Cola Company124.5K shares0.01%2025-09-302025-11-06history
LH Labcorp Holdings, Inc.25.1K shares-8.05%2025-09-302025-11-06history
EHC Encompass Health Corp50.7K shares-11.99%2025-09-302025-11-06history
MSCI MSCI, Inc.11.1K shares0.00%2025-09-302025-11-06history
KEYS Keysight Technologies, Inc.35.4K shares0.00%2025-09-302025-11-06history
Sponsored
OMC Omnicom Group Inc75.7K shares-0.53%2025-09-302025-11-06history
NKE Nike Inc84.2K shares0.45%2025-09-302025-11-06history
ROST Ross Stores Inc38.5K shares-3.71%2025-09-302025-11-06history
TSCO Tractor Supply Co97.8K shares-10.70%2025-09-302025-11-06history
GIS General Mills Inc.110.0K shares-12.18%2025-09-302025-11-06history
KR Kroger Company80.2K shares0.00%2025-09-302025-11-06history
JNJ Johnson & Johnson29.0K shares-93.04%2025-09-302025-11-06history
TSM Taiwan Semiconductor Manuf19.1K shares10.28%2025-09-302025-11-06history
Sponsored
DCI Donaldson Co. Inc.63.1K shares-5.49%2025-09-302025-11-06history
G Genpact Limited116.6K shares-21.30%2025-09-302025-11-06history
CCK Crown Holdings Inc.49.2K shares-24.69%2025-09-302025-11-06history
FFIV F5 Networks Inc.14.5K shares-3.14%2025-09-302025-11-06history
MMM 3M Co.27.8K shares0.15%2025-09-302025-11-06history
ABBV AbbVie Inc.18.1K shares-18.47%2025-09-302025-11-06history
HOLX Hologic Inc.61.0K shares4.84%2025-09-302025-11-06history
GNTX Gentex Corporation133.5K shares-17.33%2025-09-302025-11-06history
Sponsored
BAH Booz Allen Hamilton Holding Co36.9K shares0.00%2025-09-302025-11-06history
AON AON plc Registered Shs10.1K shares3.06%2025-09-302025-11-06history
FDS FactSet Research Systems Inc.11.8K shares13.56%2025-09-302025-11-06history
TJX TJX Companies Inc23.2K shares-0.22%2025-09-302025-11-06history
TTC Toro Company43.5K shares10.13%2025-09-302025-11-06history
TROW T Rowe Price Group Inc31.9K shares0.00%2025-09-302025-11-06history
LEVI Levi Strauss & Co137.3K shares-13.07%2025-09-302025-11-06history
HD Home Depot Inc.7.6K shares-95.29%2025-09-302025-11-06history
Sponsored
CHD Church & Dwight Co Inc34.5K shares-4.43%2025-09-302025-11-06history
RTX Raytheon Technologies Corp17.6K shares0.23%2025-09-302025-11-06history
URI United Rentals, Inc.3.0K shares11.19%2025-09-302025-11-06history
IDXX Idexx Laboratories Inc.4.4K shares-57.44%2025-09-302025-11-06history
NDSN Nordson Corporation12.1K sharesnew addition2025-09-302025-11-06history
CPB Campbell Soup Company79.9K shares-40.20%2025-09-302025-11-06history
APD Air Products & Chemicals9.0K shares-28.54%2025-09-302025-11-06history
FICO Fair Isaac Corporation1.6K sharesnew addition2025-09-302025-11-06history
Sponsored
GWW W.W. Grainger Inc.2.3K sharesnew addition2025-09-302025-11-06history
BBY Best Buy Co. Inc.27.4K shares-34.29%2025-09-302025-11-06history
ON ON Semiconductor Corp41.5K shares0.00%2025-09-302025-11-06history
TXN Texas Instruments Inc10.1K shares-39.65%2025-09-302025-11-06history
UPS United Parcel Svc Cl B20.0K shares-8.42%2025-09-302025-11-06history
UNH Unitedhealth Group Inc4.4K shares-57.98%2025-09-302025-11-06history
LULU lululemon athletica inc.8.2K sharesnew addition2025-09-302025-11-06history
BMY Bristol Myers Squibb Co.26.5K shares0.38%2025-09-302025-11-06history
Sponsored
PAYX Paychex Inc.9.3K shares0.00%2025-09-302025-11-06history
MANH Manhattan Associates, Inc.5.2K shares-60.63%2025-09-302025-11-06history
LSTR Landstar System Inc.6.3K sharesnew addition2025-09-302025-11-06history
LIN Linde plc1.4K shares0.00%2025-09-302025-11-06history
K Kellanova6.4K shares-44.26%2025-09-302025-11-06history
BDX Becton Dickinson & Co.2.5K shares-80.12%2025-09-302025-11-06history
GPC Genuine Parts Company2.7K shares-89.95%2025-09-302025-11-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available