Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2026
≡ MMM - 3M Co. Reduce 0.04% 11 0.00
≡ RTX - RTX Corp. Reduce 0.12% 21 0.00
≡ WAT - Waters Corp. Reduce 0.52% 200 0.00
≡ ABBV - AbbVie Inc. Reduce 0.72% 80 0.00
≡ ECL - Ecolab Inc. Reduce 0.72% 424 0.00
≡ ADBE - Adobe Inc. Reduce 0.85% 287 0.00
≡ EMR - Emerson Electric Reduce 1.07% 799 0.00
≡ PEP - PepsiCo Inc. Reduce 1.73% 1,408 0.00
≡ ORCL - Oracle Corp. Reduce 1.98% 2,396 0.01
≡ CTSH - Cognizant Technology Solutions Reduce 2.40% 2,550 0.00
≡ CL - Colgate-Palmolive Reduce 2.88% 3,411 0.01
≡ WM - Waste Management Inc. Reduce 3.11% 20,276 0.11
≡ TSM - Taiwan Semiconductor S.A. Reduce 3.31% 543 0.01
≡ BDX - Becton Dickinson Reduce 4.67% 100 0.00
≡ NKE - NIKE Inc. Reduce 4.78% 3,580 0.00
≡ JGRW - Jensen Quality Growth ETF Reduce 5.20% 29,870 0.02
≡ KR - Kroger Co. Reduce 5.85% 3,880 0.00
≡ CCK - Crown Holdings Reduce 7.59% 4,320 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 8.09% 1,120 0.00
≡ TTC - Toro Co. Reduce 8.11% 1,890 0.00
≡ LEVI - Levi Strauss & Co. Reduce 8.12% 11,320 0.01
≡ TSCO - Tractor Supply Reduce 8.12% 7,940 0.01
≡ CHD - Church & Dwight Reduce 8.13% 2,810 0.01
≡ MANH - Manhattan Associates Reduce 8.14% 360 0.00
≡ JNJ - Johnson & Johnson Reduce 9.93% 970 0.01
≡ ACN - Accenture Reduce 10.44% 6,089 0.02
≡ TXN - Texas Instruments Reduce 10.86% 152 0.00
≡ AVGO - Broadcom Inc. Reduce 12.02% 53,567 0.49
≡ URI - United Rentals Reduce 12.39% 269 0.01
≡ GWW - W.W. Grainger Inc. Reduce 12.99% 408 0.01
≡ LH - Labcorp Holdings Inc. Reduce 13.15% 2,430 0.02
≡ AMZN - Amazon.com Inc. Reduce 13.55% 165,286 0.95
≡ PG - Procter & Gamble Reduce 13.73% 136,964 0.49
≡ SHW - Sherwin-Williams Reduce 13.93% 87,251 0.73
≡ MRSH - Marsh Reduce 14.45% 166,300 0.67
≡ SYK - Stryker Corp. Reduce 15.32% 106,697 0.81
≡ MSCI - MSCI Inc. Reduce 17.29% 1,340 0.02
≡ MCD - McDonald's Corp. Reduce 18.35% 50,692 0.33
≡ GNTX - Gentex Corp. Reduce 18.77% 25,070 0.02
≡ VEEV - Veeva Systems Inc. Reduce 20.65% 116,978 0.50
≡ G - Genpact Ltd. Reduce 20.79% 19,330 0.01
≡ VRSK - Verisk Analytics Inc. Reduce 21.26% 102,367 0.45
≡ ADP - Automatic Data Processing Inc. Reduce 21.36% 22,405 0.12
≡ CPRT - Copart Inc. Reduce 22.44% 359,748 0.25
≡ EHC - Encompass Health Corp. Reduce 22.50% 11,400 0.03
≡ ROST - Ross Stores Inc. Reduce 23.39% 5,152 0.03
≡ NVDA - NVIDIA Corp. Reduce 26.63% 434,528 2.11
≡ APD - Air Products & Chemicals Reduce 28.64% 2,204 0.02
≡ MA - Mastercard Inc. Reduce 29.17% 143,215 1.78
≡ GIS - General Mills Reduce 29.69% 5,299 0.00
≡ CPB - Campbell's Co. Reduce 30.82% 9,683 0.00
≡ LLY - Eli Lilly & Co. Reduce 33.35% 76,936 2.24
≡ MSFT - Microsoft Corp. Reduce 37.05% 433,865 3.93
≡ NDSN - Nordson Corp. Reduce 37.63% 2,630 0.02
≡ CDNS - Cadence Design Systems Reduce 39.00% 197,306 1.80
≡ ABT - Abbott Labs Reduce 40.43% 600,774 1.32
≡ FICO - Fair Isaac Corp. Reduce 40.80% 510 0.01
≡ DCI - Donaldson Co. Reduce 41.93% 9,740 0.02
≡ UNH - United Health Group Inc. Reduce 42.39% 632 0.01
≡ FFIV - F5 Networks Reduce 43.92% 5,850 0.06
≡ GOOGL - Alphabet Inc. Reduce 44.99% 651,923 5.65
≡ HD - Home Depot Reduce 45.49% 665 0.01
≡ AAPL - Apple Inc. Reduce 46.05% 734,972 5.16
≡ KEYS - Keysight Technologies Inc. Reduce 46.19% 7,835 0.07
≡ KLAC - KLA Corp. Reduce 52.28% 865,929 6.33
≡ EFX - Equifax Inc. Reduce 52.68% 412,549 1.59
≡ BR - Broadridge Financial Solutions Reduce 55.58% 475,658 1.58
≡ META - Meta Platforms Inc. Reduce 67.92% 231,691 3.15
≡ INTU - Intuit Inc. Reduce 92.73% 96,009 0.64
≡ BBY - Best Buy Co. Inc. Sell 100.00% 24,735 0.03
Q1  2026
≡ KO - Coca Cola Co. Reduce 0.00% 1 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.03% 1 0.00
≡ CL - Colgate-Palmolive Reduce 0.25% 294 0.00
≡ EMR - Emerson Electric Reduce 0.55% 410 0.00
≡ MMM - 3M Co. Reduce 0.72% 200 0.00
≡ PEP - PepsiCo Inc. Reduce 0.81% 667 0.00
≡ CTSH - Cognizant Technology Solutions Reduce 1.22% 1,309 0.00
≡ ECL - Ecolab Inc. Reduce 1.83% 1,100 0.01
≡ ADBE - Adobe Inc. Reduce 2.21% 765 0.00
≡ APH - Amphenol Corp. Reduce 2.22% 10,250 0.01
≡ NKE - NIKE Inc. Reduce 2.42% 1,861 0.00
≡ ORCL - Oracle Corp. Reduce 2.88% 3,583 0.01
≡ MSI - Motorola Solutions Inc. Reduce 3.28% 5,745 0.05
≡ TSM - Taiwan Semiconductor S.A. Reduce 4.05% 693 0.00
≡ CDNS - Cadence Design Systems Reduce 4.49% 23,804 0.13
≡ SYK - Stryker Corp. Reduce 4.81% 35,178 0.23
≡ JNJ - Johnson & Johnson Reduce 4.86% 499 0.00
≡ EFX - Equifax Inc. Reduce 5.01% 41,339 0.15
≡ GOOGL - Alphabet Inc. Reduce 5.43% 83,192 0.47
≡ FFIV - F5 Networks Reduce 5.53% 780 0.00
≡ META - Meta Platforms Inc. Reduce 6.80% 24,893 0.28
≡ LLY - Eli Lilly & Co. Reduce 7.67% 19,156 0.35
≡ MSFT - Microsoft Corp. Reduce 11.74% 155,831 1.14
≡ ACN - Accenture Reduce 12.19% 8,100 0.03
≡ KLAC - KLA Corp. Reduce 12.60% 238,820 0.69
≡ BDX - Becton Dickinson Reduce 13.92% 346 0.00
≡ APD - Air Products & Chemicals Reduce 14.83% 1,340 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 15.81% 2,600 0.00
≡ KR - Kroger Co. Reduce 17.41% 13,970 0.02
≡ ROST - Ross Stores Inc. Reduce 18.26% 4,920 0.02