Jensen Investment Management
As of Q1 2026, this manager reported 84 long-equity positions worth $5.07B in aggregate.
As of Q1 2026, Jensen Investment Management's Jensen Investment Management held 84 long-equity positions with a reported value of $5.07B.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 87 of 94 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 10.10% | Reduce -12.7% | 1,326,840 | $641.69M | $483.62 | |
| 2 | AAPL | Apple, Inc. | 8.46% | Reduce -14.1% | 1,978,272 | $537.81M | $271.86 | |
| 3 | GOOGL | Alphabet Inc Cap Stk Cl A | 7.55% | Reduce -14.5% | 1,532,213 | $479.58M | $313.00 | |
| 4 | NVDA | NVIDIA Corp | 6.61% | Add +4.3% | 2,253,736 | $420.32M | $186.50 | |
| 5 | MA | Mastercard Inc | 4.34% | Reduce -17.0% | 482,740 | $275.59M | $570.88 | |
| 6 | LLY | Eli Lilly & Co. | 4.22% | Reduce -46.1% | 249,827 | $268.48M | $1074.68 | |
| 7 | AMZN | Amazon.com Inc. | 4.12% | New | 1,133,670 | $261.67M | $230.82 | |
| 8 | SYK | Stryker Corp | 4.05% | Reduce -40.0% | 731,545 | $257.12M | $351.47 | |
| 9 | META | Meta Platforms, Inc. Class A | 3.80% | Reduce -8.5% | 366,040 | $241.62M | $660.09 | |
| 10 | ABT | Abbott Labs | 3.69% | Reduce -22.3% | 1,873,063 | $234.68M | $125.29 | |
| 11 | KLAC | KLA Corporation | 3.62% | Reduce -27.8% | 189,514 | $230.27M | $1215.08 | |
| 12 | WM | Waste Management | 3.46% | Reduce -7.9% | 1,000,459 | $219.81M | $219.71 | |
| 13 | MMC | Marsh & McLennan Companies Inc | 3.17% | Reduce -54.9% | 1,084,317 | $201.16M | No quote | No quote |
| 14 | SHW | Sherwin-Williams Co | 3.15% | Reduce -6.8% | 618,261 | $200.34M | $324.03 | |
| 15 | PG | Procter & Gamble Co | 2.89% | Reduce -11.1% | 1,282,207 | $183.75M | $143.31 | |
| 16 | INTU | Intuit Inc. | 2.85% | Reduce -49.2% | 272,978 | $180.83M | $662.42 | |
| 17 | EFX | Equifax Inc | 2.81% | Reduce -19.4% | 824,439 | $178.89M | $216.98 | |
| 18 | BR | Broadridge Financial Solutions | 2.70% | Reduce -30.0% | 769,449 | $171.72M | $223.17 | |
| 19 | CDNS | Cadence Design Systems, Inc. | 2.60% | Reduce -14.6% | 529,665 | $165.56M | $312.58 | |
| 20 | ADP | Automatic Data Processing, Inc | 2.56% | Reduce -31.4% | 633,763 | $163.02M | $257.23 | |
| 21 | MCD | McDonald's Corp. | 2.13% | Reduce -11.5% | 443,278 | $135.48M | $305.63 | |
| 22 | VRSK | Verisk Analytics Inc | 1.57% | Add +4.9% | 445,596 | $99.68M | $223.69 | |
| 23 | CPRT | Copart Inc. | 1.34% | Reduce -58.8% | 2,168,517 | $84.9M | $39.15 | |
| 24 | VEEV | Veeva Systems Inc. Class A | 1.08% | Reduce -25.3% | 308,753 | $68.92M | $223.23 | |
| 25 | MSI | Motorola Solutions Inc. | 1.06% | New | 175,236 | $67.17M | $383.32 | |
| 26 | AVGO | Broadcom, Inc. | 0.97% | New | 178,441 | $61.76M | $346.10 | |
| 27 | APH | Amphenol Corp | 0.49% | Reduce -73.5% | 230,488 | $31.15M | $135.14 | |
| 28 | ORCL | Oracle Corp | 0.38% | Reduce -12.7% | 124,373 | $24.24M | $194.91 | |
| 29 | ACN | Accenture plc Class A | 0.28% | Reduce -78.8% | 66,424 | $17.82M | $268.30 | |
| 30 | ECL | Ecolab Inc | 0.25% | Reduce -10.5% | 59,960 | $15.74M | $262.52 | |
| 31 | WAT | Waters Corp | 0.23% | Reduce -11.8% | 38,736 | $14.71M | $379.83 | |
| 32 | JGRW | Jensen Quality Growth ETF | 0.22% | New | 517,847 | $14.02M | $27.06 | |
| 33 | ADBE | Adobe Inc | 0.19% | Reduce -21.4% | 34,597 | $12.11M | $349.99 | |
| 34 | PEP | PepsiCo Inc. | 0.19% | Reduce -11.3% | 82,002 | $11.77M | $143.52 | |
| 35 | EMR | Emerson Elec Co | 0.16% | Reduce -18.5% | 74,900 | $9.94M | $132.72 | |
| 36 | CL | Colgate-Palmolive Co | 0.15% | Reduce -4.7% | 118,934 | $9.4M | $79.02 | |
| 37 | CTSH | Cognizant Technology Solutions | 0.14% | Reduce -12.9% | 107,726 | $8.94M | $83.00 | |
| 38 | KO | Coca-Cola Co | 0.12% | Reduce -10.3% | 111,652 | $7.81M | $69.91 | |
| 39 | CLX | Clorox Company | 0.11% | Reduce -6.8% | 68,465 | $6.9M | $100.83 | |
| 40 | CCK | Crown Holdings Inc. | 0.09% | Add +15.6% | 56,903 | $5.86M | $102.97 | |
| 41 | LH | Labcorp Holdings, Inc. | 0.09% | Reduce -9.2% | 22,820 | $5.73M | $250.88 | |
| 42 | MSCI | MSCI, Inc. | 0.09% | Reduce -10.9% | 9,850 | $5.65M | $573.73 | |
| 43 | KEYS | Keysight Technologies, Inc. | 0.09% | Reduce -21.7% | 27,730 | $5.63M | $203.19 | |
| 44 | G | Genpact Limited | 0.09% | - | 116,625 | $5.46M | $46.78 | |
| 45 | EHC | Encompass Health Corp | 0.08% | - | 50,660 | $5.38M | $106.14 | |
| 46 | TSM | Taiwan Semiconductor Manuf ADR | 0.08% | Reduce -10.5% | 17,120 | $5.2M | $303.89 | |
| 47 | KR | Kroger Company | 0.08% | - | 80,240 | $5.01M | $62.48 | |
| 48 | NKE | Nike Inc | 0.08% | Reduce -8.8% | 76,785 | $4.89M | $63.71 | |
| 49 | TSCO | Tractor Supply Co | 0.08% | - | 97,780 | $4.89M | $50.01 | |
| 50 | ROST | Ross Stores Inc | 0.08% | Reduce -29.9% | 26,944 | $4.85M | $180.14 | |
| 51 | MMM | 3M Co. | 0.07% | Reduce -0.1% | 27,829 | $4.46M | $160.10 | |
| 52 | AON | AON plc Registered Shs | 0.06% | Add +5.0% | 10,603 | $3.74M | $352.88 | |
| 53 | FFIV | F5 Networks Inc. | 0.06% | Reduce -2.9% | 14,100 | $3.6M | $255.26 | |
| 54 | TJX | TJX Companies Inc | 0.06% | Reduce -0.2% | 23,159 | $3.56M | $153.61 | |
| 55 | DCI | Donaldson Co. Inc. | 0.06% | Reduce -36.5% | 40,070 | $3.55M | $88.66 | |
| 56 | FDS | FactSet Research Systems Inc. | 0.05% | - | 11,810 | $3.43M | $290.19 | |
| 57 | TTC | Toro Company | 0.05% | - | 43,470 | $3.42M | $78.72 | |
| 58 | TROW | T Rowe Price Group Inc | 0.05% | - | 31,950 | $3.27M | $102.38 | |
| 59 | RTX | Raytheon Technologies Corp | 0.05% | Reduce -0.1% | 17,607 | $3.23M | $183.40 | |
| 60 | GWW | W.W. Grainger Inc. | 0.05% | Add +36.5% | 3,140 | $3.17M | $1009.05 | |
| 61 | GNTX | Gentex Corporation | 0.05% | - | 133,540 | $3.11M | $23.27 | |
| 62 | NDSN | Nordson Corporation | 0.05% | - | 12,050 | $2.9M | $240.43 | |
| 63 | CHD | Church & Dwight Co Inc | 0.05% | - | 34,550 | $2.9M | $83.85 | |
| 64 | OMC | Omnicom Group Inc | 0.04% | Reduce -55.0% | 34,054 | $2.75M | $80.75 | |
| 65 | ABBV | AbbVie Inc. | 0.04% | Reduce -38.5% | 11,144 | $2.55M | $228.49 | |
| 66 | LEVI | Levi Strauss & Co | 0.04% | Reduce -13.6% | 118,640 | $2.46M | $20.74 | |
| 67 | IDXX | IDEXX Laboratories Inc. | 0.04% | Reduce -19.4% | 3,571 | $2.42M | $676.53 | |
| 68 | APD | Air Products & Chemicals | 0.04% | Add +0.0% | 9,035 | $2.23M | $247.02 | |
| 69 | JNJ | Johnson & Johnson | 0.03% | Reduce -64.6% | 10,266 | $2.12M | $206.95 | |
| 70 | FICO | Fair Isaac Corporation | 0.03% | Reduce -22.8% | 1,250 | $2.11M | $1690.62 | |
| 71 | HOLX | Hologic Inc. | 0.03% | Reduce -54.1% | 28,000 | $2.09M | $74.49 | |
| 72 | URI | United Rentals, Inc. | 0.03% | Reduce -27.8% | 2,151 | $1.74M | $809.32 | |
| 73 | TXN | Texas Instruments Inc | 0.03% | Reduce -4.3% | 9,665 | $1.68M | $173.49 | |
| 74 | BBY | Best Buy Co. Inc. | 0.03% | Reduce -9.7% | 24,735 | $1.66M | $66.93 | |
| 75 | BAH | Booz Allen Hamilton Holding Co | 0.02% | Reduce -55.4% | 16,450 | $1.39M | $84.36 | |
| 76 | UNH | Unitedhealth Group Inc | 0.02% | Reduce -9.9% | 3,941 | $1.3M | $330.11 | |
| 77 | ON | ON Semiconductor Corp | 0.02% | Reduce -48.4% | 21,406 | $1.16M | $54.15 | |
| 78 | - | Bajaj Finance LimitedCUSIP Y0547D153 | 0.02% | New | 95,800 | $1.05M | No quote | No quote |
| 79 | RACE | Ferrari N.V. | 0.02% | New | 2,600 | $960.86K | $369.56 | |
| 80 | CPB | Campbell Soup Company | 0.01% | Reduce -60.7% | 31,418 | $875.62K | $27.87 | |
| 81 | HD | Home Depot Inc. | 0.01% | Reduce -67.0% | 2,495 | $858.53K | $344.10 | |
| 82 | GIS | General Mills Inc. | 0.01% | Reduce -83.8% | 17,845 | $829.79K | $46.50 | |
| 83 | LULU | lululemon athletica inc. | 0.01% | Reduce -52.3% | 3,920 | $814.62K | $207.81 | |
| 84 | LSTR | Landstar System Inc. | 0.01% | Reduce -14.4% | 5,350 | $768.8K | $143.70 | |
| 85 | MANH | Manhattan Associates, Inc. | 0.01% | Reduce -14.2% | 4,420 | $766.03K | $173.31 | |
| 86 | DOX | Amdocs Limited | 0.01% | New | 9,250 | $744.72K | $80.51 | |
| 87 | LIN | Linde plc | 0.01% | Reduce -6.5% | 1,290 | $550.04K | $426.39 | |
| 88 | BDX | Becton Dickinson & Co. | 0.01% | - | 2,486 | $482.46K | $194.07 | |
| 89 | GPC | Genuine Parts Company | 0.01% | - | 2,674 | $328.8K | $122.96 | |
| 94 | ZTS | Zoetis, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 93 | UPS | United Parcel Svc Cl B | - | Sold | 0 | $0 | No quote | No quote |
| 92 | PAYX | Paychex Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 91 | K | Kellanova | - | Sold | 0 | $0 | No quote | No quote |
| 90 | BMY | Bristol Myers Squibb Co. | - | Sold | 0 | $0 | No quote | No quote |