Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2020
≡ GIS - General Mills Add 7.17% 409,824 0.24
≡ PFE - Pfizer Inc. Add 6.74% 657,083 0.21
≡ CBRE - CBRE Group Add 6.69% 2,250 0.00
≡ TDC - Teradata Corp. Add 6.58% 1,710 0.00
≡ PAYX - Paychex Inc. Add 5.79% 1,510 0.00
≡ UNH - United Health Group Inc. Add 5.13% 77,685 0.22
≡ KR - Kroger Co. Add 4.74% 1,330 0.00
≡ GWW - W.W. Grainger Inc. Add 3.93% 140 0.00
≡ LSTR - Landstar System Inc. Add 3.44% 390 0.00
≡ BBY - Best Buy Co. Inc. Add 0.78% 120 0.00
≡ TXN - Texas Instruments Add 0.25% 3,885 0.00
≡ GOOGL - Alphabet Inc. Add 0.21% 18,280 0.01
≡ ADP - Automatic Data Processing Inc. Add 0.21% 2,969 0.00
≡ PEP - PepsiCo Inc. Add 0.20% 10,504 0.01
≡ VFC - V.F. Corp. Add 0.18% 6,575 0.00
≡ ACN - Accenture Add 0.16% 3,645 0.01
≡ MMM - 3M Co. Add 0.16% 5,590 0.01
≡ BR - Broadridge Financial Solutions Add 0.16% 3,046 0.00
≡ INTU - Intuit Inc. Add 0.12% 1,347 0.00
≡ NKE - NIKE Inc. Add 0.11% 4,850 0.00
≡ TJX - TJX Companies Inc. Add 0.10% 3,480 0.00
≡ MA - Mastercard Inc. Add 0.05% 450 0.00
≡ SBUX - Starbucks Corp. Buy 2,627,865 1.85
≡ LEVI - Levi Strauss & Co. Buy 58,330 0.01
≡ TSM - Taiwan Semiconductor S.A. Buy 3,690 0.00
Q1  2020
≡ ADP - Automatic Data Processing Inc. Add 1123.61% 1,279,455 1.96
≡ EFX - Equifax Inc. Add 430.35% 503,943 0.67
≡ DCI - Donaldson Co. Add 51.64% 4,260 0.00
≡ K - Kellanova Add 48.99% 4,850 0.00
≡ LII - Lennox International Add 48.25% 1,790 0.00
≡ TJX - TJX Companies Inc. Add 41.92% 1,002,630 0.54
≡ SYK - Stryker Corp. Add 39.57% 512,640 0.96
≡ MA - Mastercard Inc. Add 31.93% 201,390 0.54
≡ GOOGL - Alphabet Inc. Add 28.09% 1,865,900 1.21
≡ NKE - NIKE Inc. Add 23.46% 815,302 0.76
≡ FFIV - F5 Networks Add 18.67% 900 0.00
≡ TXN - Texas Instruments Add 18.28% 241,024 0.27
≡ HBI - Hanesbrands Inc. Add 18.27% 8,090 0.00
≡ MLKN - MillerKnoll Inc. Add 16.51% 2,780 0.00
≡ CBRE - CBRE Group Add 16.23% 4,700 0.00
≡ CCK - Crown Holdings Add 15.75% 3,310 0.00
≡ ACN - Accenture Add 15.15% 308,230 0.56
≡ BR - Broadridge Financial Solutions Add 14.63% 242,270 0.26
≡ UPS - United Parcel Service Add 12.42% 336,085 0.35
≡ VFC - V.F. Corp. Add 12.23% 407,035 0.25
≡ MMM - 3M Co. Add 11.55% 355,547 0.54
≡ GIS - General Mills Add 11.07% 569,265 0.34
≡ INTU - Intuit Inc. Add 10.99% 106,847 0.28
≡ JNJ - Johnson & Johnson Add 10.96% 426,660 0.63
≡ CTSH - Cognizant Technology Solutions Add 10.59% 506,915 0.26
≡ PEP - PepsiCo Inc. Add 10.15% 486,408 0.65
≡ PFE - Pfizer Inc. Add 9.84% 873,732 0.32
≡ GPC - Genuine Parts Add 8.41% 1,150 0.00
≡ BDX - Becton Dickinson Add 6.71% 168,209 0.43
≡ CL - Colgate-Palmolive Add 2.52% 2,800 0.00
≡ RTX - RTX Corp. Add 1.80% 71,240 0.08
≡ UNH - United Health Group Inc. Add 1.71% 25,495 0.07
≡ OMC - Omnicom Group Add 1.59% 55,145 0.03
≡ LH - Laboratory Corp. of America Hldgs Add 1.21% 100 0.00
≡ EMR - Emerson Electric Add 0.47% 13,930 0.01
≡ HRC - Hill Rom Holdings Inc. Buy 6,990 0.01
≡ CHD - Church & Dwight Buy 5,180 0.00
≡ CPRT - Copart Inc. Buy 20,280 0.00
≡ XLNX - Xilinx Inc. Buy 5,520 0.00
Q4  2019
≡ INTU - Intuit Inc. Add 212.49% 661,380 1.72
≡ HBI - Hanesbrands Inc. Add 45.72% 13,890 0.00
≡ TSCO - Tractor Supply Add 29.16% 3,310 0.00
≡ VFC - V.F. Corp. Add 28.47% 737,760 0.73
≡ UPS - United Parcel Service Add 27.84% 589,170 0.68
≡ NKE - NIKE Inc. Add 25.51% 706,527 0.71
≡ CPB - Campbell Soup Add 24.69% 4,550 0.00
≡ GPC - Genuine Parts Add 24.16% 2,660 0.00
≡ CCK - Crown Holdings Add 22.21% 3,820 0.00
≡ HAS - Hasbro Inc. Add 22.21% 1,850 0.00
≡ CRI - Carters Inc. Add 20.56% 2,130 0.00
≡ EXPD - Expeditors Int'l Add 20.45% 2,840 0.00
≡ GIS - General Mills Add 18.50% 802,755 0.43
≡ LSTR - Landstar System Inc. Add 15.83% 1,550 0.00
≡ LH - Laboratory Corp. of America Hldgs Add 13.74% 1,000 0.00
≡ ON - ON Semiconductor Corp. Add 13.66% 8,150 0.00
≡ TXN - Texas Instruments Add 12.59% 147,500 0.19
≡ GOOGL - Alphabet Inc. Add 11.41% 680,420 0.45
≡ PAYX - Paychex Inc. Add 10.94% 2,570 0.00
≡ BR - Broadridge Financial Solutions Add 10.71% 160,215 0.20
≡ MMM - 3M Co. Add 9.25% 260,650 0.46
≡ CTSH - Cognizant Technology Solutions Add 6.95% 311,040 0.19
≡ PFE - Pfizer Inc. Add 6.16% 514,725 0.20
≡ ACN - Accenture Add 5.27% 101,895 0.21
≡ BMY - Bristol-Myers Squibb Add 4.52% 1,175 0.00
≡ JNJ - Johnson & Johnson Add 4.02% 150,370 0.22
≡ VAR - Varian Medical Systems Add 3.25% 360 0.00
≡ EHC - Encompass Health Corp. Add 2.47% 610 0.00
≡ BBY - Best Buy Co. Inc. Add 2.15% 350 0.00
≡ RTX - RTX Corp. Add 0.06% 2,270 0.00
≡ OMC - Omnicom Group Add 0.04% 1,505 0.00
≡ AAPL - Apple Inc. Add 0.03% 1,700 0.00
≡ FFIV - F5 Networks Buy 4,820 0.01
≡ K - Kellanova Buy 9,900 0.01
≡ SBUX - Starbucks Corp. Buy 2,300 0.00
Q3  2019
≡ GIS - General Mills Add 17673.32% 4,315,825 2.55