What Jensen Investment Management bought and sold in Q2 2026

New positions (1)

• CTASCintas Corp1.4% · $57M

Added to (5)

• MSIMotorola Solutions Inc+64% shares · 2.8% · $116M
• APHAmphenol Corp-cl A+173% shares · 2.6% · $108M
• TJXTjx Companies Inc+2073% shares · 1.8% · $76M
• IDXXIdexx Laboratories Inc+2861% shares · 1.3% · $56M
• DOXAmdocs Limited+22% shares · <0.1% · $1M

Trimmed (29)

• GOOGLAlphabet Inc-cl A-45% shares · 6.9% · $285M
• MSFTMicrosoft Corp-37% shares · 6.7% · $275M
• AAPLApple Inc-46% shares · 6.0% · $249M
• NVDANvidia Corp-27% shares · 5.8% · $240M
• KLACKla Corp-52% shares · 5.8% · $238M
• LLYEli Lilly & CO-33% shares · 4.5% · $184M
• MAMastercard Inc - A-29% shares · 4.3% · $179M
• CDNSCadence Design Sys Inc-39% shares · 2.8% · $116M
• ABTAbbott Laboratories-40% shares · 1.9% · $80M
• VEEVVeeva Systems Inc-class A-21% shares · 1.9% · $80M
• VRSKVerisk Analytics Inc-21% shares · 1.6% · $68M
• METAMeta Platforms Inc-class A-68% shares · 1.5% · $62M
• EFXEquifax Inc-53% shares · 1.4% · $59M
• BRBroadridge Financial Solutio-56% shares · 1.3% · $52M
• CPRTCopart Inc-22% shares · 0.8% · $35M
• ADPAutomatic Data Processing-21% shares · 0.4% · $18M
• EHCEncompass Health Corp-23% shares · 0.1% · $4M
• ROSTRoss Stores Inc-23% shares · 0.1% · $4M
• KEYSKeysight Technologies IN-46% shares · 0.1% · $3M
• FFIVF5 Inc-44% shares · 0.1% · $3M
• INTUIntuit Inc-93% shares · <0.1% · $2M
• APDAir Products & Chemicals Inc-29% shares · <0.1% · $2M
• NDSNNordson Corp-38% shares · <0.1% · $1M
• DCIDonaldson CO Inc-42% shares · <0.1% · $1M
• FICOFair Isaac Corp-41% shares · <0.1% · $884K
• CPBThe Campbell's Company-31% shares · <0.1% · $484K
• GISGeneral Mills Inc-30% shares · <0.1% · $437K
• UNHUnitedhealth Group Inc-42% shares · <0.1% · $357K
• HDHome Depot Inc-45% shares · <0.1% · $281K

Exited (1)

• BBYBest Buy CO Incwas <0.1% of book

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