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 2026-05-16 from SEC 13F data.
Live quotes available for 82 of 89 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 8.54% | Reduce -11.7% | 1,171,009 | $433.47M | $370.17 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 8.21% | Reduce -5.4% | 1,449,021 | $416.68M | $287.56 | |
| 3 | AAPL | Apple, Inc. | 7.98% | Reduce -19.3% | 1,595,941 | $405.03M | $253.79 | |
| 4 | NVDA | NVIDIA Corp | 5.61% | Reduce -27.6% | 1,632,015 | $284.62M | $174.40 | |
| 5 | AMZN | Amazon.com Inc. | 5.01% | Add +7.6% | 1,219,422 | $253.97M | $208.27 | |
| 6 | MA | Mastercard Inc | 4.84% | Add +1.7% | 490,929 | $245.3M | $499.66 | |
| 7 | KLAC | KLA Corporation | 4.81% | Reduce -12.6% | 165,632 | $243.88M | $1472.41 | |
| 8 | SYK | Stryker Corp | 4.51% | Reduce -4.8% | 696,367 | $228.82M | $328.59 | |
| 9 | LLY | Eli Lilly & Co. | 4.18% | Reduce -7.7% | 230,671 | $212.16M | $919.77 | |
| 10 | SHW | Sherwin-Williams Co | 3.96% | Add +1.3% | 626,286 | $200.76M | $320.55 | |
| 11 | MMC | Marsh, Inc. | 3.94% | Add +6.2% | 1,151,204 | $199.68M | No quote | No quote |
| 12 | META | Meta Platforms, Inc. Class A | 3.85% | Reduce -6.8% | 341,147 | $195.18M | $572.13 | |
| 13 | ABT | Abbott Labs | 3.01% | Reduce -20.7% | 1,486,036 | $152.57M | $102.67 | |
| 14 | WM | Waste Management | 2.95% | Reduce -34.9% | 651,328 | $149.67M | $229.79 | |
| 15 | PG | Procter & Gamble Co | 2.84% | Reduce -22.2% | 997,406 | $144.07M | $144.44 | |
| 16 | EFX | Equifax Inc | 2.78% | Reduce -5.0% | 783,100 | $141.01M | $180.07 | |
| 17 | CDNS | Cadence Design Systems, Inc. | 2.77% | Reduce -4.5% | 505,861 | $140.56M | $277.87 | |
| 18 | BR | Broadridge Financial Solutions | 2.74% | Add +11.2% | 855,784 | $139.05M | $162.48 | |
| 19 | AVGO | Broadcom, Inc. | 2.72% | Add +149.8% | 445,649 | $137.93M | $309.51 | |
| 20 | VEEV | Veeva Systems Inc. Class A | 1.96% | Add +83.5% | 566,467 | $99.51M | $175.66 | |
| 21 | VRSK | Verisk Analytics Inc | 1.80% | Add +8.1% | 481,494 | $91.36M | $189.75 | |
| 22 | MCD | McDonald's Corp. | 1.69% | Reduce -37.7% | 276,262 | $85.86M | $310.79 | |
| 23 | MSI | Motorola Solutions Inc. | 1.45% | Reduce -3.3% | 169,491 | $73.55M | $433.97 | |
| 24 | CPRT | Copart Inc. | 1.05% | Reduce -26.1% | 1,603,423 | $53.23M | $33.20 | |
| 25 | INTU | Intuit Inc. | 0.88% | Reduce -62.1% | 103,535 | $44.77M | $432.38 | |
| 26 | APH | Amphenol Corp | 0.56% | Reduce -2.2% | 225,363 | $28.47M | $126.35 | |
| 27 | ADP | Automatic Data Processing, Inc | 0.42% | Reduce -83.5% | 104,897 | $21.31M | $203.18 | |
| 28 | ORCL | Oracle Corp | 0.35% | Reduce -2.9% | 120,790 | $17.77M | $147.11 | |
| 29 | ECL | Ecolab Inc | 0.31% | Reduce -1.8% | 58,860 | $15.66M | $266.02 | |
| 30 | JGRW | Jensen Quality Growth ETF | 0.28% | Add +11.0% | 574,732 | $13.97M | $24.31 | |
| 31 | PEP | PepsiCo Inc. | 0.25% | Reduce -0.8% | 81,335 | $12.63M | $155.29 | |
| 32 | ACN | Accenture plc Class A | 0.23% | Reduce -12.2% | 58,324 | $11.57M | $198.29 | |
| 33 | WAT | Waters Corp | 0.23% | Add +0.1% | 38,766 | $11.54M | $297.80 | |
| 34 | CL | Colgate-Palmolive Co | 0.20% | Reduce -0.3% | 118,640 | $10.11M | $85.23 | |
| 35 | EMR | Emerson Elec Co | 0.19% | Reduce -0.6% | 74,490 | $9.76M | $131.02 | |
| 36 | KO | Coca-Cola Co | 0.17% | Reduce 0.0% | 111,651 | $8.49M | $76.05 | |
| 37 | AON | AON plc Registered Shs | 0.16% | Add +141.2% | 25,569 | $8.25M | $322.78 | |
| 38 | ADBE | Adobe Inc | 0.16% | Reduce -2.2% | 33,832 | $8.22M | $243.08 | |
| 39 | CTSH | Cognizant Technology Solutions | 0.13% | Reduce -1.2% | 106,417 | $6.53M | $61.35 | |
| 40 | CCK | Crown Holdings Inc. | 0.11% | - | 56,903 | $5.7M | $100.25 | |
| 41 | TSM | Taiwan Semiconductor Manuf | 0.11% | Reduce -4.0% | 16,427 | $5.55M | $337.95 | |
| 42 | LH | Labcorp Holdings, Inc. | 0.10% | Reduce -19.0% | 18,480 | $4.93M | $266.81 | |
| 43 | EHC | Encompass Health Corp | 0.10% | - | 50,660 | $4.9M | $96.73 | |
| 44 | KR | Kroger Company | 0.09% | Reduce -17.4% | 66,270 | $4.8M | $72.36 | |
| 45 | KEYS | Keysight Technologies, Inc. | 0.09% | Reduce -38.8% | 16,962 | $4.79M | $282.37 | |
| 46 | CLX | Clorox Company | 0.09% | Reduce -32.6% | 46,165 | $4.78M | $103.63 | |
| 47 | ROST | Ross Stores Inc | 0.09% | Reduce -18.3% | 22,024 | $4.77M | $216.63 | |
| 48 | TSCO | Tractor Supply Co | 0.09% | - | 97,780 | $4.43M | $45.30 | |
| 49 | MSCI | MSCI, Inc. | 0.08% | Reduce -21.3% | 7,750 | $4.18M | $539.01 | |
| 50 | MMM | 3M Co. | 0.08% | Reduce -0.7% | 27,629 | $4.01M | $145.23 | |
| 51 | NKE | Nike Inc | 0.08% | Reduce -2.4% | 74,924 | $3.96M | $52.82 | |
| 52 | FFIV | F5 Networks Inc. | 0.08% | Reduce -5.5% | 13,320 | $3.85M | $289.33 | |
| 53 | TJX | TJX Companies Inc | 0.07% | Add +0.0% | 23,160 | $3.7M | $159.70 | |
| 54 | G | Genpact Limited | 0.07% | Reduce -20.3% | 92,985 | $3.46M | $37.25 | |
| 55 | GWW | W.W. Grainger Inc. | 0.07% | - | 3,140 | $3.43M | $1090.81 | |
| 56 | RTX | Raytheon Technologies Corp | 0.07% | - | 17,607 | $3.4M | $192.90 | |
| 57 | CHD | Church & Dwight Co Inc | 0.06% | - | 34,550 | $3.22M | $93.32 | |
| 58 | GNTX | Gentex Corporation | 0.06% | - | 133,540 | $2.92M | $21.85 | |
| 59 | TROW | T Rowe Price Group Inc | 0.06% | - | 31,950 | $2.88M | $90.14 | |
| 60 | LEVI | Levi Strauss & Co | 0.05% | Add +17.5% | 139,440 | $2.58M | $18.49 | |
| 61 | ABBV | AbbVie Inc. | 0.05% | - | 11,144 | $2.42M | $217.49 | |
| 62 | JNJ | Johnson & Johnson | 0.05% | Reduce -4.9% | 9,767 | $2.39M | $244.44 | |
| 63 | APD | Air Products & Chemicals | 0.04% | Reduce -14.8% | 7,695 | $2.24M | $290.49 | |
| 64 | TTC | Toro Company | 0.04% | Reduce -46.4% | 23,313 | $2.18M | $93.44 | |
| 65 | IDXX | IDEXX Laboratories Inc. | 0.04% | Reduce -0.0% | 3,570 | $2.01M | $561.89 | |
| 66 | DCI | Donaldson Co. Inc. | 0.04% | Reduce -42.0% | 23,230 | $1.97M | $84.87 | |
| 67 | NDSN | Nordson Corporation | 0.04% | Reduce -42.0% | 6,990 | $1.86M | $266.06 | |
| 68 | OMC | Omnicom Group Inc | 0.03% | Reduce -35.2% | 22,054 | $1.66M | $75.31 | |
| 69 | BBY | Best Buy Co. Inc. | 0.03% | - | 24,735 | $1.59M | $64.20 | |
| 70 | URI | United Rentals, Inc. | 0.03% | Add +0.9% | 2,171 | $1.58M | $728.56 | |
| 71 | FICO | Fair Isaac Corporation | 0.03% | - | 1,250 | $1.33M | $1067.54 | |
| 72 | DOX | Amdocs Limited | 0.02% | Add +92.7% | 17,820 | $1.16M | $65.26 | |
| 73 | BAH | Booz Allen Hamilton Holding Co | 0.02% | Reduce -15.8% | 13,850 | $1.08M | $78.03 | |
| 74 | RACE | Ferrari N.V. | 0.02% | Add +3.1% | 2,682 | $907.72K | $338.45 | |
| 75 | - | Bajaj Finance LimitedCUSIP Y0547D153 | 0.02% | - | 95,800 | $819.73K | No quote | No quote |
| 76 | CPB | Campbell Soup Company | 0.01% | - | 31,418 | $699.68K | $22.27 | |
| 77 | GIS | General Mills Inc. | 0.01% | - | 17,845 | $664.19K | $37.22 | |
| 78 | LIN | Linde plc | 0.01% | - | 1,290 | $639.53K | $495.76 | |
| 79 | MANH | Manhattan Associates, Inc. | 0.01% | - | 4,420 | $588.39K | $133.12 | |
| 80 | HD | Home Depot Inc. | 0.01% | Reduce -41.4% | 1,462 | $480.84K | $328.89 | |
| 81 | UNH | Unitedhealth Group Inc | 0.01% | Reduce -62.2% | 1,491 | $403.45K | $270.59 | |
| 82 | BDX | Becton Dickinson & Co. | 0.01% | Reduce -32.3%1.272:1 split | 2,140 | $336.47K | $157.23 | |
| 83 | GPC | Genuine Parts Company | 0.01% | - | 2,674 | $282.78K | $105.75 | |
| 84 | TXN | Texas Instruments Inc | 0.01% | Reduce -85.5% | 1,399 | $271.6K | $194.14 | |
| 89 | ON | ON Semiconductor Corp | - | Sold | 0 | $0 | No quote | No quote |
| 88 | LULU | lululemon athletica inc. | - | Sold | 0 | $0 | No quote | No quote |
| 87 | LSTR | Landstar System Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 86 | HOLX | Hologic Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 85 | FDS | FactSet Research Systems Inc. | - | Sold | 0 | $0 | No quote | No quote |