What Jensen Investment Management bought and sold in Q4 2025

New positions (6)

• AMZNAmazon.com Inc4.1% · $262M
• MSIMotorola Solutions Inc1.1% · $67M
• AVGOBroadcom Inc1.0% · $62M
• JGRWJensen Quality Growth Etf0.2% · $14M
• RACEFerrari N.v.<0.1% · $961K
• DOXAmdocs Limited<0.1% · $745K

Added to (1)

• GWWWW Grainger Inc+37% shares · 0.1% · $3M

Trimmed (28)

• LLYEli Lilly & CO-46% shares · 4.2% · $268M
• SYKStryker Corp-40% shares · 4.0% · $257M
• ABTAbbott Laboratories-22% shares · 3.7% · $235M
• KLACKla Corp-28% shares · 3.6% · $230M
• MRSHMarsh & Mclennan Cos-55% shares · 3.2% · $201M
• INTUIntuit Inc-49% shares · 2.8% · $181M
• BRBroadridge Financial Solutio-30% shares · 2.7% · $172M
• ADPAutomatic Data Processing-31% shares · 2.6% · $163M
• CPRTCopart Inc-59% shares · 1.3% · $85M
• VEEVVeeva Systems Inc-class A-25% shares · 1.1% · $69M
• APHAmphenol Corp-cl A-73% shares · 0.5% · $31M
• ACNAccenture Plc Class A-79% shares · 0.3% · $18M
• ADBEAdobe Inc-21% shares · 0.2% · $12M
• KEYSKeysight Technologies IN-22% shares · 0.1% · $6M
• ROSTRoss Stores Inc-30% shares · 0.1% · $5M
• DCIDonaldson CO Inc-37% shares · 0.1% · $4M
• OMCOmnicom Group-55% shares · <0.1% · $3M
• ABBVAbbvie Inc-39% shares · <0.1% · $3M
• JNJJohnson & Johnson-65% shares · <0.1% · $2M
• HO1Hologic Inc-54% shares · <0.1% · $2M
• FICOFair Isaac Corp-23% shares · <0.1% · $2M
• URIUnited Rentals Inc-28% shares · <0.1% · $2M
• BAHBooz Allen Hamilton Holdings-55% shares · <0.1% · $1M
• ONON Semiconductor-48% shares · <0.1% · $1M
• HDHome Depot Inc-67% shares · <0.1% · $859K
• CPBThe Campbell's Company-61% shares · <0.1% · $876K
• GISGeneral Mills Inc-84% shares · <0.1% · $830K
• LULULululemon Athletica Inc-52% shares · <0.1% · $815K

Exited (5)

• ZTSZoetis Incwas 1.6% of book
• UPSUnited Parcel Service-cl Bwas <0.1% of book
• PAYXPaychex Incwas <0.1% of book
• BMYBristol-myers Squibb COwas <0.1% of book
• KKellanovawas <0.1% of book

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