Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 74.00% 12,070 0.01
≡ MMS - MAXIMUS Inc. Add 45.80% 13,890 0.01
≡ AON - Aon Plc Add 40.45% 2,160 0.01
≡ CPB - Campbell Soup Add 16.84% 17,418 0.01
≡ G - Genpact Ltd. Add 16.66% 25,505 0.01
≡ K - Kellanova Add 14.53% 12,747 0.01
≡ BBY - Best Buy Co. Inc. Add 13.62% 9,165 0.01
≡ CCK - Crown Holdings Add 11.76% 9,598 0.01
≡ TSM - Taiwan Semiconductor S.A. Add 10.29% 1,870 0.00
≡ MMC - Marsh & McLennan Add 8.04% 237,071 0.37
≡ ULTA - Ulta Beauty Inc. Add 7.26% 560 0.00
≡ KLAC - KLA Corp. Add 0.04% 200 0.00
≡ ZTS - Zoetis Inc. Buy 1,570,349 2.03
≡ MCD - McDonald's Corp. Buy 431,362 0.93
≡ MSCI - MSCI Inc. Buy 6,130 0.03
≡ ON - ON Semiconductor Corp. Buy 31,030 0.02
Q4  2023
≡ DCI - Donaldson Co. Add 34.95% 14,700 0.01
≡ CPB - Campbell Soup Add 24.88% 20,600 0.01
≡ TECH - Bio-Techne Corp. Add 23.95% 10,060 0.01
≡ KEYS - Keysight Technologies Inc. Add 16.92% 4,610 0.01
≡ GPC - Genuine Parts Add 13.51% 5,280 0.01
≡ MMS - MAXIMUS Inc. Add 11.80% 3,200 0.00
≡ TSCO - Tractor Supply Add 8.94% 2,150 0.00
≡ TTC - Toro Co. Add 5.76% 2,110 0.00
≡ G - Genpact Ltd. Add 5.14% 7,480 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 3.18% 560 0.00
≡ GIS - General Mills Add 2.53% 3,041 0.00
≡ AON - Aon Plc Add 2.10% 110 0.00
≡ K - Kellanova Add 1.60% 1,380 0.00
≡ CCK - Crown Holdings Add 1.00% 810 0.00
≡ ULTA - Ulta Beauty Inc. Buy 7,710 0.03
Q3  2023
≡ CPB - Campbell Soup Add 56.87% 30,020 0.01
≡ KEYS - Keysight Technologies Inc. Add 45.67% 8,540 0.01
≡ WSM - Williams-Sonoma Inc. Add 32.25% 5,550 0.01
≡ KLAC - KLA Corp. Add 31.87% 135,352 0.49
≡ GIS - General Mills Add 22.06% 21,730 0.01
≡ TSCO - Tractor Supply Add 18.88% 3,820 0.01
≡ G - Genpact Ltd. Add 12.42% 16,080 0.00
≡ EFX - Equifax Inc. Add 11.34% 178,224 0.26
≡ WAT - Waters Corp. Add 8.55% 4,680 0.01
≡ AON - Aon Plc Add 8.51% 410 0.00
≡ GPC - Genuine Parts Add 6.34% 2,330 0.00
≡ BALL - Ball Corp. Add 3.15% 95,415 0.04
≡ PFE - Pfizer Inc. Add 3.00% 353,202 0.09
≡ MMC - Marsh & McLennan Add 2.94% 86,282 0.13
≡ TXN - Texas Instruments Add 2.94% 65,151 0.08
≡ INTU - Intuit Inc. Add 2.87% 31,350 0.13
≡ UNH - United Health Group Inc. Add 2.82% 38,440 0.15
≡ MA - Mastercard Inc. Add 2.79% 29,315 0.09
≡ ACN - Accenture Add 2.77% 69,812 0.17
≡ SBUX - Starbucks Corp. Add 2.77% 133,620 0.10
≡ HD - Home Depot Add 2.72% 28,350 0.07
≡ GOOGL - Alphabet Inc. Add 2.66% 166,590 0.17
≡ PEP - PepsiCo Inc. Add 2.66% 127,564 0.17
≡ WM - Waste Management Inc. Add 2.63% 45,370 0.05
≡ NKE - NIKE Inc. Add 2.60% 125,068 0.09
≡ BR - Broadridge Financial Solutions Add 2.43% 43,235 0.06
≡ CRL - Charles River Labs Add 2.20% 550 0.00
≡ LH - Laboratory Corp. of America Hldgs Add 2.19% 700 0.00
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 16,310 0.01
Q2  2023
≡ TSCO - Tractor Supply Add 250.61% 14,460 0.02
≡ WAT - Waters Corp. Add 19.56% 8,960 0.02
≡ AON - Aon Plc Add 17.56% 720 0.00
≡ RMD - ResMed Inc. Add 17.51% 3,440 0.01
≡ G - Genpact Ltd. Add 17.29% 19,090 0.01
≡ TECH - Bio-Techne Corp. Add 16.53% 6,160 0.00
≡ WSM - Williams-Sonoma Inc. Add 12.04% 1,850 0.00
≡ TTC - Toro Co. Add 9.57% 3,310 0.00
≡ K - Kellanova Add 4.64% 3,960 0.00
≡ CCK - Crown Holdings Add 4.07% 3,270 0.00
≡ ACN - Accenture Add 1.25% 31,176 0.07
≡ PFE - Pfizer Inc. Add 1.25% 145,243 0.04
≡ MMC - Marsh & McLennan Add 1.23% 35,596 0.05
≡ WM - Waste Management Inc. Add 1.23% 20,900 0.03
≡ UNH - United Health Group Inc. Add 1.20% 16,143 0.06
≡ SYK - Stryker Corp. Add 1.19% 30,335 0.07
≡ HD - Home Depot Add 1.19% 12,240 0.03
≡ JNJ - Johnson & Johnson Add 1.17% 32,620 0.04
≡ PEP - PepsiCo Inc. Add 1.15% 54,366 0.07
≡ SBUX - Starbucks Corp. Add 1.12% 53,267 0.04
≡ TXN - Texas Instruments Add 1.11% 24,426 0.03
≡ NKE - NIKE Inc. Add 1.09% 51,797 0.04
≡ BR - Broadridge Financial Solutions Add 1.05% 18,465 0.02
≡ MA - Mastercard Inc. Add 1.04% 10,846 0.03
≡ AAPL - Apple Inc. Add 1.03% 42,008 0.06
≡ GOOGL - Alphabet Inc. Add 1.00% 62,109 0.05
≡ MCO - Moody's Corp. Add 0.99% 7,070 0.02
≡ UPS - United Parcel Service Add 0.99% 14,565 0.02
≡ PG - Procter & Gamble Add 0.97% 23,659 0.03
≡ APH - Amphenol Corp. Add 0.97% 33,443 0.02
≡ INTU - Intuit Inc. Add 0.94% 10,191 0.03
≡ ADP - Automatic Data Processing Inc. Add 0.92% 19,047 0.03
≡ EFX - Equifax Inc. Add 0.85% 13,165 0.02
≡ VRSK - Verisk Analytics Inc. Add 0.82% 7,675 0.01
≡ BALL - Ball Corp. Add 0.78% 23,441 0.01
≡ TSM - Taiwan Semiconductor S.A. Add 0.40% 70 0.00
≡ KLAC - KLA Corp. Buy 424,723 1.51
≡ KEYS - Keysight Technologies Inc. Buy 18,700 0.02
Q1  2023
≡ K - Kellanova Add 31.72% 20,540 0.01
≡ LII - Lennox International Add 27.48% 4,630 0.01