Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ GWW - W.W. Grainger Inc. Add 36.52% 840 0.01
≡ CCK - Crown Holdings Add 15.59% 7,675 0.01
≡ AON - Aon Plc Add 4.98% 503 0.00
≡ VRSK - Verisk Analytics Inc. Add 4.93% 20,951 0.07
≡ NVDA - NVIDIA Corp. Add 4.33% 93,472 0.27
≡ APD - Air Products & Chemicals Add 0.03% 3 0.00
≡ AMZN - Amazon.com Inc. Buy 1,133,670 4.12
≡ MSI - Motorola Solutions Inc. Buy 175,236 1.06
≡ AVGO - Broadcom Inc. Buy 178,441 0.97
≡ JGRW - Jensen Quality Growth ETF Buy 517,847 0.22
≡ RACE - Ferrari NV Buy 2,600 0.02
≡ DOX - Amdocs Ltd. Buy 9,250 0.01
≡ MMM - 3M Co. Reduce 0.05% 13 0.00
≡ RTX - RTX Corp. Reduce 0.11% 20 0.00
≡ TJX - TJX Companies Inc. Reduce 0.17% 39 0.00
≡ FFIV - F5 Networks Reduce 2.89% 420 0.00
≡ TXN - Texas Instruments Reduce 4.26% 430 0.00
≡ CL - Colgate-Palmolive Reduce 4.69% 5,855 0.01
≡ LIN - Linde plc Reduce 6.52% 90 0.00
≡ CLX - Clorox Co. Reduce 6.81% 5,000 0.01
≡ SHW - Sherwin-Williams Reduce 6.83% 45,346 0.23
≡ WM - Waste Management Inc. Reduce 7.93% 86,130 0.30
≡ META - Meta Platforms Inc. Reduce 8.47% 33,893 0.35
≡ NKE - NIKE Inc. Reduce 8.78% 7,393 0.01
≡ LH - Labcorp Holdings Inc. Reduce 9.23% 2,320 0.01
≡ BBY - Best Buy Co. Inc. Reduce 9.68% 2,650 0.00
≡ UNH - United Health Group Inc. Reduce 9.88% 432 0.00
≡ KO - Coca Cola Co. Reduce 10.31% 12,835 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 10.46% 2,000 0.01
≡ ECL - Ecolab Inc. Reduce 10.49% 7,026 0.03
≡ MSCI - MSCI Inc. Reduce 10.86% 1,200 0.01
≡ PG - Procter & Gamble Reduce 11.08% 159,771 0.36
≡ PEP - PepsiCo Inc. Reduce 11.29% 10,434 0.02
≡ MCD - McDonald's Corp. Reduce 11.52% 57,705 0.28
≡ WAT - Waters Corp. Reduce 11.84% 5,200 0.03
≡ MSFT - Microsoft Corp. Reduce 12.68% 192,606 1.47
≡ ORCL - Oracle Corp. Reduce 12.68% 18,062 0.06
≡ CTSH - Cognizant Technology Solutions Reduce 12.93% 16,000 0.02
≡ LEVI - Levi Strauss & Co. Reduce 13.57% 18,620 0.01
≡ AAPL - Apple Inc. Reduce 14.11% 324,983 1.39
≡ MANH - Manhattan Associates Reduce 14.17% 730 0.00
≡ LSTR - Landstar System Inc. Reduce 14.40% 900 0.00
≡ GOOGL - Alphabet Inc. Reduce 14.46% 259,096 1.28
≡ CDNS - Cadence Design Systems Reduce 14.60% 90,545 0.45
≡ MA - Mastercard Inc. Reduce 16.99% 98,787 0.89
≡ EMR - Emerson Electric Reduce 18.50% 17,000 0.04
≡ EFX - Equifax Inc. Reduce 19.37% 198,053 0.68
≡ IDXX - IDEXX Laboratories Reduce 19.39% 859 0.01
≡ ADBE - Adobe Inc. Reduce 21.36% 9,395 0.05
≡ KEYS - Keysight Technologies Inc. Reduce 21.73% 7,700 0.02
≡ ABT - Abbott Labs Reduce 22.26% 536,366 1.06
≡ FICO - Fair Isaac Corp. Reduce 22.84% 370 0.01
≡ VEEV - Veeva Systems Inc. Reduce 25.28% 104,460 0.37
≡ KLAC - KLA Corp. Reduce 27.80% 72,979 1.39
≡ URI - United Rentals Reduce 27.82% 829 0.01
≡ ROST - Ross Stores Inc. Reduce 29.92% 11,506 0.03
≡ BR - Broadridge Financial Solutions Reduce 30.04% 330,401 1.16
≡ ADP - Automatic Data Processing Inc. Reduce 31.44% 290,658 1.18
≡ DCI - Donaldson Co. Reduce 36.54% 23,070 0.03
≡ ABBV - AbbVie Inc. Reduce 38.51% 6,978 0.03
≡ SYK - Stryker Corp. Reduce 40.04% 488,505 2.70
≡ LLY - Eli Lilly & Co. Reduce 46.13% 213,912 3.61
≡ ON - ON Semiconductor Corp. Reduce 48.36% 20,044 0.02
≡ INTU - Intuit Inc. Reduce 49.16% 264,000 2.76
≡ LULU - Lululemon Athletica Inc. Reduce 52.31% 4,300 0.01
≡ HOLX-OLD - Hologic Inc. Reduce 54.14% 33,050 0.04
≡ MRSH - Marsh Reduce 54.94% 1,322,328 3.87
≡ OMC - Omnicom Group Reduce 54.99% 41,612 0.05
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 55.40% 20,430 0.02
≡ CPRT - Copart Inc. Reduce 58.80% 3,095,306 1.91
≡ CPB - Campbell's Co. Reduce 60.66% 48,450 0.02
≡ JNJ - Johnson & Johnson Reduce 64.56% 18,704 0.05
≡ HD - Home Depot Reduce 67.04% 5,075 0.02
≡ APH - Amphenol Corp. Reduce 73.49% 638,976 1.36
≡ ACN - Accenture Reduce 78.77% 246,473 1.04
≡ GIS - General Mills Reduce 83.77% 92,120 0.05
≡ ZTS - Zoetis Inc. Sell 100.00% 883,924 1.60
≡ UPS - United Parcel Service Sell 100.00% 20,000 0.02
≡ BMY - Bristol-Myers Squibb Sell 100.00% 26,475 0.01
≡ K-OLD - Kellanova Sell 100.00% 6,372 0.01
≡ PAYX - Paychex Inc. Sell 100.00% 9,320 0.01
Q3  2025
≡ VEEV - Veeva Systems Inc. Add 1924.46% 392,802 1.45
≡ LLY - Eli Lilly & Co. Add 124.45% 257,127 2.43
≡ META - Meta Platforms Inc. Add 96.61% 196,521 1.79
≡ VRSK - Verisk Analytics Inc. Add 50.73% 142,911 0.45
≡ CL - Colgate-Palmolive Add 27.73% 27,090 0.03
≡ NVDA - NVIDIA Corp. Add 23.59% 412,268 0.95
≡ SHW - Sherwin-Williams Add 18.87% 105,352 0.45
≡ FDS - FactSet Research Systems Add 13.56% 1,410 0.00
≡ URI - United Rentals Add 11.19% 300 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 10.28% 1,782 0.01
≡ TTC - Toro Co. Add 10.13% 4,000 0.00
≡ HOLX-OLD - Hologic Inc. Add 4.84% 2,820 0.00
≡ CLX - Clorox Co. Add 3.52% 2,500 0.00
≡ AON - Aon Plc Add 3.06% 300 0.00
≡ ABT - Abbott Labs Add 1.30% 30,866 0.05
≡ PG - Procter & Gamble Add 0.75% 10,778 0.02
≡ NKE - NIKE Inc. Add 0.45% 380 0.00
≡ MCD - McDonald's Corp. Add 0.39% 1,969 0.01
≡ BMY - Bristol-Myers Squibb Add 0.38% 100 0.00