Jensen Investment Management

History Stock Activity Share change % change to portfolio ▼
Q3  2021
≡ LII - Lennox International Add 20.92% 2,220 0.01
≡ CPRT - Copart Inc. Add 15.84% 27,840 0.01
≡ VRSK - Verisk Analytics Inc. Add 1.00% 7,455 0.01
≡ MMC - Marsh & McLennan Add 0.98% 11,595 0.01
≡ POOL - Pool Corp. Buy 3,670 0.01
≡ URI - United Rentals Buy 4,370 0.01
≡ TSCO - Tractor Supply Add 23.36% 2,570 0.00
≡ K - Kellanova Add 21.50% 8,290 0.00
≡ CRI - Carters Inc. Add 21.24% 5,450 0.00
≡ MMS - MAXIMUS Inc. Add 21.17% 6,230 0.00
≡ CPB - Campbell Soup Add 21.09% 9,960 0.00
≡ MLKN - MillerKnoll Inc. Add 20.99% 13,940 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 14.20% 1,390 0.00
≡ PAYX - Paychex Inc. Add 14.09% 4,130 0.00
Q2  2021
≡ MMC - Marsh & McLennan Buy 1,185,165 1.26
≡ SBUX - Starbucks Corp. Add 16.82% 523,888 0.44
≡ GNTX - Gentex Corp. Buy 98,560 0.02
≡ MCHP - Microchip Technology Add 43.27% 20,000 0.01
≡ CHD - Church & Dwight Add 41.77% 10,880 0.01
≡ FDS - FactSet Research Systems Add 39.88% 4,550 0.01
≡ HRC - Hill Rom Holdings Inc. Add 20.75% 8,410 0.01
≡ HAS - Hasbro Inc. Add 17.46% 8,210 0.01
≡ VRSK - Verisk Analytics Inc. Add 1.37% 10,112 0.01
≡ SMG - Scotts Miracle-Gro Co. Add 50.82% 3,410 0.00
≡ BBY - Best Buy Co. Inc. Add 19.63% 6,560 0.00
≡ FFIV - F5 Networks Add 18.93% 2,480 0.00
≡ KR - Kroger Co. Add 17.96% 15,090 0.00
≡ MLKN - MillerKnoll Inc. Add 14.31% 8,310 0.00
≡ CRI - Carters Inc. Add 13.89% 3,130 0.00
≡ K - Kellanova Add 10.90% 3,790 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 10.62% 940 0.00
≡ DCI - Donaldson Co. Add 10.22% 4,010 0.00
≡ EHC - Encompass Health Corp. Add 8.72% 5,020 0.00
≡ CCK - Crown Holdings Add 6.75% 3,250 0.00
≡ LH - Labcorp Holdings Inc. Add 6.10% 1,160 0.00
≡ CPRT - Copart Inc. Add 2.50% 4,280 0.00
Q1  2021
≡ VRSK - Verisk Analytics Inc. Add 17844.89% 733,425 1.03
≡ WM - Waste Management Inc. Add 40.43% 523,212 0.54
≡ PG - Procter & Gamble Add 28.59% 492,808 0.53
≡ ADP - Automatic Data Processing Inc. Add 15.59% 283,077 0.43
≡ JNJ - Johnson & Johnson Add 1.93% 83,747 0.11
≡ PEP - PepsiCo Inc. Add 1.64% 87,411 0.10
≡ SBUX - Starbucks Corp. Add 3.32% 99,991 0.09
≡ MMM - 3M Co. Add 1.61% 55,749 0.09
≡ EFX - Equifax Inc. Add 3.60% 55,273 0.08
≡ BDX - Becton Dickinson Add 1.58% 42,373 0.08
≡ PFE - Pfizer Inc. Add 2.22% 249,576 0.07
≡ SYK - Stryker Corp. Add 1.57% 38,130 0.07
≡ UNH - United Health Group Inc. Add 1.57% 22,358 0.07
≡ GIS - General Mills Add 1.87% 124,312 0.06
≡ HD - Home Depot Add 2.09% 20,762 0.05
≡ BR - Broadridge Financial Solutions Add 2.03% 39,042 0.05
≡ CTSH - Cognizant Technology Solutions Add 1.56% 82,738 0.05
≡ TXN - Texas Instruments Add 1.78% 28,114 0.04
≡ ACN - Accenture Add 0.87% 18,588 0.04
≡ TJX - TJX Companies Inc. Add 1.71% 58,316 0.03
≡ AAPL - Apple Inc. Add 0.78% 33,933 0.03
≡ NKE - NIKE Inc. Add 0.74% 27,548 0.03
≡ FDS - FactSet Research Systems Buy 11,410 0.03
≡ CPRT - Copart Inc. Add 69.34% 70,200 0.02
≡ HAS - Hasbro Inc. Add 60.17% 17,660 0.02
≡ MLKN - MillerKnoll Inc. Add 97.18% 28,630 0.01
≡ EHC - Encompass Health Corp. Add 40.41% 16,560 0.01
≡ BBY - Best Buy Co. Inc. Add 37.36% 9,090 0.01
≡ CCK - Crown Holdings Add 36.90% 12,970 0.01
≡ HRC - Hill Rom Holdings Inc. Add 32.02% 9,830 0.01
≡ GPC - Genuine Parts Add 27.90% 8,910 0.01
≡ EXPD - Expeditors Int'l Add 21.11% 7,700 0.01
≡ LII - Lennox International Add 11.80% 1,120 0.00
≡ LH - Labcorp Holdings Inc. Add 11.76% 2,000 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 9.39% 760 0.00
≡ TSCO - Tractor Supply Add 9.02% 910 0.00
≡ CRI - Carters Inc. Add 8.95% 1,850 0.00
≡ LSTR - Landstar System Inc. Add 8.87% 1,840 0.00
≡ MMS - MAXIMUS Inc. Add 8.03% 2,400 0.00
≡ CBRE - CBRE Group Add 7.20% 2,950 0.00
≡ DCI - Donaldson Co. Add 6.26% 2,310 0.00
≡ K - Kellanova Add 5.43% 1,790 0.00
≡ CHD - Church & Dwight Add 5.21% 1,290 0.00
≡ CPB - Campbell Soup Add 4.96% 2,230 0.00
≡ MCHP - Microchip Technology Add 4.19% 1,860 0.00
≡ KR - Kroger Co. Add 3.81% 3,080 0.00
Q4  2020
≡ HD - Home Depot Add 22.76% 184,150 0.41
≡ WM - Waste Management Inc. Add 31.27% 308,264 0.30
≡ SYK - Stryker Corp. Add 0.54% 12,965 0.03
≡ PEP - PepsiCo Inc. Add 0.47% 24,829 0.03
≡ BDX - Becton Dickinson Add 0.46% 12,340 0.03
≡ GOOGL - Alphabet Inc. Add 0.46% 39,500 0.03
≡ MSFT - Microsoft Corp. Add 0.43% 16,532 0.03
≡ MCHP - Microchip Technology Add 120.92% 24,280 0.02
≡ EFX - Equifax Inc. Add 0.84% 12,821 0.02
≡ BR - Broadridge Financial Solutions Add 0.73% 14,026 0.02
≡ GIS - General Mills Add 0.64% 42,471 0.02
≡ PFE - Pfizer Inc. Add 0.49% 54,808 0.02
≡ MMM - 3M Co. Add 0.48% 16,543 0.02
≡ INTU - Intuit Inc. Add 0.47% 5,088 0.02
≡ JNJ - Johnson & Johnson Add 0.44% 19,153 0.02
≡ CTSH - Cognizant Technology Solutions Add 0.43% 22,736 0.02
≡ UNH - United Health Group Inc. Add 0.42% 5,896 0.02
≡ KR - Kroger Co. Add 89.29% 38,180 0.01