Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ 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
≡ TJX - TJX Companies Inc. Reduce 0.22% 51 0.00
≡ EFX - Equifax Inc. Reduce 0.40% 4,115 0.01
≡ OMC - Omnicom Group Reduce 0.53% 400 0.00
≡ AAPL - Apple Inc. Reduce 0.60% 14,014 0.04
≡ MRSH - Marsh Reduce 0.70% 16,992 0.04
≡ EMR - Emerson Electric Reduce 0.76% 700 0.00
≡ CPRT - Copart Inc. Reduce 0.98% 52,038 0.03
≡ ECL - Ecolab Inc. Reduce 1.47% 1,000 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 1.74% 16,365 0.06
≡ ORCL - Oracle Corp. Reduce 1.91% 2,774 0.01
≡ FFIV - F5 Networks Reduce 3.14% 470 0.00
≡ MSFT - Microsoft Corp. Reduce 3.19% 50,083 0.32
≡ ROST - Ross Stores Inc. Reduce 3.71% 1,480 0.00
≡ CHD - Church & Dwight Reduce 4.43% 1,600 0.00
≡ DCI - Donaldson Co. Reduce 5.49% 3,670 0.00
≡ MA - Mastercard Inc. Reduce 6.35% 39,440 0.28
≡ WM - Waste Management Inc. Reduce 7.45% 87,439 0.24
≡ LH - Labcorp Holdings Inc. Reduce 8.05% 2,200 0.01
≡ UPS - United Parcel Service Reduce 8.42% 1,840 0.00
≡ TSCO - Tractor Supply Reduce 10.70% 11,710 0.01
≡ PEP - PepsiCo Inc. Reduce 11.26% 11,726 0.02
≡ EHC - Encompass Health Corp. Reduce 11.99% 6,900 0.01
≡ GIS - General Mills Reduce 12.18% 15,250 0.01
≡ LEVI - Levi Strauss & Co. Reduce 13.07% 20,640 0.01
≡ SYK - Stryker Corp. Reduce 13.94% 197,571 0.91
≡ INTU - Intuit Inc. Reduce 14.55% 91,467 0.78
≡ BR - Broadridge Financial Solutions Reduce 15.21% 197,233 0.58
≡ GNTX - Gentex Corp. Reduce 17.33% 28,000 0.01
≡ ABBV - AbbVie Inc. Reduce 18.47% 4,105 0.01
≡ G - Genpact Ltd. Reduce 21.30% 31,570 0.02
≡ GOOGL - Alphabet Inc. Reduce 24.58% 583,869 1.76