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Jensen Investment Management's 2026Q1 portfolio

Jensen Investment Management (Jensen Investment Management) held 60 positions as of Mar 31, 2026, with the largest position at 8.5% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (60)

  1. 1MSFTMicrosoft Corp
    % port
    8.5%
    -1.6pp vs prior Q
  2. 2GOOGLAlphabet Inc-cl A
    % port
    8.2%
    +0.7pp vs prior Q
  3. 3AAPLApple Inc
    % port
    8.0%
    -0.5pp vs prior Q
  4. 4NVDANvidia Corp
    % port
    5.6%
    -1.0pp vs prior Q
  5. 5AMZNAmazon.com Inc
    % port
    5.0%
    +0.9pp vs prior Q
  6. 6MAMastercard Inc - A
    % port
    4.8%
    +0.5pp vs prior Q
  7. 7KLACKla Corp
    % port
    4.8%
    +1.2pp vs prior Q
  8. 8SYKStryker Corp
    % port
    4.5%
    +0.5pp vs prior Q
  9. 9LLYEli Lilly & CO
    % port
    4.2%
  10. 10SHWSherwin-williams Co/the
    % port
    4.0%
    +0.8pp vs prior Q
  11. 11MRSHMarsh & Mclennan Cos
    % port
    3.9%
    +0.8pp vs prior Q
  12. 12METAMeta Platforms Inc-class A
    % port
    3.8%
  13. 13ABTAbbott Laboratories
    % port
    3.0%
    -0.7pp vs prior Q
  14. 14WMWaste Management Inc
    % port
    3.0%
    -0.5pp vs prior Q
  15. 15PGProcter & Gamble Co/the
    % port
    2.8%
  16. 16EFXEquifax Inc
    % port
    2.8%
  17. 17CDNSCadence Design Sys Inc
    % port
    2.8%
    +0.2pp vs prior Q
  18. 18BRBroadridge Financial Solutio
    % port
    2.7%
  19. 19AVGOBroadcom Inc
    % port
    2.7%
    +1.7pp vs prior Q
  20. 20VEEVVeeva Systems Inc-class A
    % port
    2.0%
    +0.9pp vs prior Q
  21. 21VRSKVerisk Analytics Inc
    % port
    1.8%
    +0.2pp vs prior Q
  22. 22MCDMcdonald's Corp
    % port
    1.7%
    -0.4pp vs prior Q
  23. 23MSIMotorola Solutions Inc
    % port
    1.4%
    +0.4pp vs prior Q
  24. 24CPRTCopart Inc
    % port
    1.0%
    -0.3pp vs prior Q
  25. 25INTUIntuit Inc
    % port
    0.9%
    -2.0pp vs prior Q
  26. 26APHAmphenol Corp-cl A
    % port
    0.6%
  27. 27ADPAutomatic Data Processing
    % port
    0.4%
    -2.1pp vs prior Q
  28. 28ORCLOracle Corp
    % port
    0.3%
  29. 29ECLEcolab Inc
    % port
    0.3%
  30. 30JGRWJensen Quality Growth Etf
    % port
    0.3%
  31. 31PEPPepsico Inc
    % port
    0.2%
  32. 32ACNAccenture Plc Class A
    % port
    0.2%
  33. 33WATWaters Corp
    % port
    0.2%
  34. 34CLColgate-palmolive CO
    % port
    0.2%
  35. 35EMREmerson Electric CO
    % port
    0.2%
  36. 36KOCoca-cola Co/the
    % port
    0.2%
  37. 37AONAon Plc Registered Shs
    % port
    0.2%
    +0.1pp vs prior Q
  38. 38ADBEAdobe Inc
    % port
    0.2%
  39. 39CTSHCognizant Tech Solutions-a
    % port
    0.1%
  40. 40CCKCrown Holdings Inc
    % port
    0.1%
  41. 41TSMTaiwan Semiconductor-sp Adr
    % port
    0.1%
  42. 42LHLabcorp Holdings Inc
    % port
    0.1%
  43. 43EHCEncompass Health Corp
    % port
    0.1%
  44. 44KRKroger CO
    % port
    0.1%
  45. 45KEYSKeysight Technologies IN
    % port
    0.1%
  46. 46CLXClorox Company
    % port
    0.1%
  47. 47ROSTRoss Stores Inc
    % port
    0.1%
  48. 48TSCOTractor Supply Company
    % port
    0.1%
  49. 49MSCIMsci Inc
    % port
    0.1%
  50. 50MMM3M CO
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.