Jensen Investment Management Inc Top Holdings and 13F Report (2025) About Jensen Investment Management IncInvestment ActivityJensen Investment Management Inc has $11.05 billion in total holdings as of December 31, 2024.Jensen Investment Management Inc owns shares of 85 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.34% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Jensen Investment Management Inc has purchased 87 new stocks and bought additional shares in 15 stocks.Jensen Investment Management Inc sold shares of 45 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $866,327,496Apple $833,709,032Accenture $802,899,464Marsh & McLennan Companies $645,843,438Stryker $634,956,096 Largest New Holdings this Quarter Cadence Design Systems $126,570,878 HoldingRoss Stores $6,171,816 HoldingHologic $3,659,288 Holding Largest Purchases this Quarter Cadence Design Systems 421,257 shares (about $126.57M)Ross Stores 40,800 shares (about $6.17M)Tractor Supply 100,920 shares (about $5.35M)Hologic 50,760 shares (about $3.66M)Clorox 12,340 shares (about $2.00M) Largest Sales this Quarter Ball 2,242,939 shares (about $123.65M)Starbucks 1,287,290 shares (about $117.47M)Alphabet 514,874 shares (about $97.47M)Apple 338,455 shares (about $84.76M)Verisk Analytics 202,021 shares (about $55.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJensen Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$866,327,496$27,836,282 ▼-3.1%2,055,3447.8%Computer and TechnologyAAPLApple$833,709,032$84,755,901 ▼-9.2%3,329,2437.5%Computer and TechnologyACNAccenture$802,899,464$10,452,384 ▼-1.3%2,282,3267.3%Computer and TechnologyMMCMarsh & McLennan Companies$645,843,438$2,183,575 ▼-0.3%3,040,5515.8%FinanceSYKStryker$634,956,096$25,167,495 ▼-3.8%1,763,5225.7%MedicalGOOGLAlphabet$611,691,905$97,465,648 ▼-13.7%3,231,3365.5%Computer and TechnologyINTUIntuit$610,078,037$7,919,729 ▼-1.3%970,6895.5%Computer and TechnologyMAMastercard$495,814,626$6,835,405 ▼-1.4%941,5934.5%Business ServicesADPAutomatic Data Processing$486,053,576$27,721,238 ▼-5.4%1,660,4164.4%Business ServicesPEPPepsiCo$388,407,314$5,616,032 ▼-1.4%2,554,3033.5%Consumer StaplesBRBroadridge Financial Solutions$366,758,450$4,756,029 ▼-1.3%1,622,1793.3%Business ServicesUNHUnitedHealth Group$362,229,400$5,548,269 ▼-1.5%716,0673.3%MedicalZTSZoetis$345,965,236$4,394,548 ▼-1.3%2,123,3983.1%MedicalTXNTexas Instruments$344,208,544$4,792,568 ▼-1.4%1,835,6813.1%Computer and TechnologyKLACKLA$336,375,069$4,680,531 ▼-1.4%533,8273.0%Computer and TechnologyEFXEquifax$313,731,563$2,778,120 ▼-0.9%1,231,0442.8%Business ServicesWMWaste Management$298,924,643$4,125,597 ▼-1.4%1,481,3652.7%Business ServicesPGProcter & Gamble$289,949,501$19,091,311 ▼-6.2%1,729,4932.6%Consumer StaplesNKENIKE$256,342,492$3,598,941 ▼-1.4%3,387,6372.3%Consumer DiscretionaryJNJJohnson & Johnson$221,957,714$22,246,895 ▼-9.1%1,534,7652.0%MedicalCPRTCopart$201,243,430$1,700,982 ▼-0.8%3,506,5941.8%Business ServicesHDHome Depot$188,365,296$2,283,760 ▼-1.2%484,2421.7%Retail/WholesaleSHWSherwin-Williams$181,543,696$2,511,743 ▼-1.4%534,0621.6%Basic MaterialsMCDMcDonald's$176,574,608$2,340,282 ▼-1.3%609,1091.6%Retail/WholesaleAPHAmphenol$174,991,498$40,002,089 ▼-18.6%2,519,6761.6%Computer and TechnologyVRSKVerisk Analytics$136,681,036$55,642,644 ▼-28.9%496,2461.2%Business ServicesCDNSCadence Design Systems$126,570,878$126,570,878 ▲New Holding421,2571.1%Computer and TechnologyORCLOracle$24,556,737$286,621 ▼-1.2%147,3640.2%Computer and TechnologyADBEAdobe$19,562,3630.0%43,9920.2%Computer and TechnologyWATWaters$16,475,964$1,313,269 ▼-7.4%44,4120.1%MedicalECLEcolab$16,311,952$175,740 ▼-1.1%69,6140.1%Basic MaterialsABTAbbott Laboratories$11,693,0860.0%103,3780.1%MedicalEMREmerson Electric$11,578,7800.0%93,4300.1%Industrial ProductsCLXClorox$11,449,093$2,004,139 ▲21.2%70,4950.1%Consumer StaplesCTSHCognizant Technology Solutions$9,659,3320.0%125,6090.1%Computer and TechnologyCLColgate-Palmolive$8,887,2710.0%97,7590.1%Consumer StaplesGGenpact$8,396,081$236,225 ▲2.9%195,4850.1%Business ServicesLabcorp Holdings, Inc.$8,390,8190.0%36,5900.1%COMGISGeneral Mills$8,335,6960.0%130,7150.1%Consumer StaplesKOCoca-Cola$7,804,789$54,166 ▼-0.7%125,3580.1%Consumer StaplesEHCEncompass Health$7,547,766$967,828 ▼-11.4%81,7300.1%MedicalCCKCrown$7,385,705$959,204 ▼-11.5%89,3180.1%Industrial ProductsKRKroger$7,376,5250.0%120,6300.1%Retail/WholesaleOMCOmnicom Group$6,796,816$23,231 ▼-0.3%78,9960.1%Business ServicesTSCOTractor Supply$6,693,519$5,354,815 ▲400.0%126,1500.1%Retail/WholesaleKEYSKeysight Technologies$6,266,176$224,882 ▲3.7%39,0100.1%Computer and TechnologyMSCIMSCI$6,210,1040.0%10,3500.1%FinanceROSTRoss Stores$6,171,816$6,171,816 ▲New Holding40,8000.1%Retail/WholesaleBAHBooz Allen Hamilton$6,105,528$563,706 ▲10.2%47,4400.1%Business ServicesCHDChurch & Dwight$5,864,8070.0%56,0100.1%Consumer StaplesFDSFactSet Research Systems$5,763,3600.0%12,0000.1%Business ServicesFFIVF5$5,602,752$668,910 ▼-10.7%22,2800.1%Computer and TechnologyCampbell Soup Company$5,420,445$184,272 ▲3.5%129,4280.0%COMVEEVVeeva Systems$5,300,613$412,090 ▲8.4%25,2110.0%MedicalDCIDonaldson$5,193,359$678,215 ▲15.0%77,1100.0%Industrial ProductsGNTXGentex$5,140,372$195,364 ▲4.0%178,9200.0%Auto/Tires/TrucksBBYBest Buy$4,879,8750.0%56,8750.0%Retail/WholesaleMANHManhattan Associates$4,331,947$945,840 ▼-17.9%16,0300.0%Computer and TechnologyAPDAir Products and Chemicals$4,228,783$408,956 ▲10.7%14,5800.0%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$4,056,050$33,573 ▲0.8%20,5380.0%Computer and TechnologyABBVAbbVie$3,949,7380.0%22,2270.0%MedicalTECHBio-Techne$3,944,3630.0%54,7600.0%MedicalGPCGenuine Parts$3,801,005$1,853,682 ▼-32.8%32,5540.0%Retail/WholesaleIDXXIDEXX Laboratories$3,729,229$384,499 ▲11.5%9,0200.0%MedicalLEVILevi Strauss & Co.$3,689,571$212,790 ▲6.1%213,2700.0%Retail/WholesaleHOLXHologic$3,659,288$3,659,288 ▲New Holding50,7600.0%MedicalTTCToro$3,648,5550.0%45,5500.0%Consumer DiscretionaryLIILennox International$3,643,614$1,352,646 ▼-27.1%5,9800.0%ConstructionTROWT. Rowe Price Group$3,613,2260.0%31,9500.0%FinanceMMM3M$3,593,8660.0%27,8400.0%Multi-Sector ConglomeratesTJXTJX Companies$3,355,015$21,746 ▼-0.6%27,7710.0%Retail/WholesaleBDXBecton, Dickinson and Company$3,342,249$5,428,999 ▼-61.9%14,7320.0%MedicalMMSMaximus$3,301,0230.0%44,2200.0%Business ServicesAONAON$3,171,383$25,141 ▲0.8%8,8300.0%FinanceONOnsemi$3,016,312$449,547 ▲17.5%47,8400.0%Computer and TechnologyUPSUnited Parcel Service$2,884,411$118,534 ▼-3.9%22,8740.0%TransportationSBUXStarbucks$2,757,666$117,465,202 ▼-97.7%30,2210.0%Retail/WholesaleBALLBall$2,450,032$123,653,210 ▼-98.1%44,4410.0%Industrial ProductsMCHPMicrochip Technology$2,228,048$458,800 ▼-17.1%38,8500.0%Computer and TechnologyRTXRTX$2,054,7240.0%17,7560.0%AerospaceBMYBristol-Myers Squibb$1,491,7700.0%26,3750.0%MedicalPAYXPaychex$1,378,3630.0%9,8300.0%Business ServicesKKellanova$925,649$218,214 ▼-19.1%11,4320.0%Consumer DiscretionaryMARMarriott International$828,452$61,367 ▼-6.9%2,9700.0%Consumer DiscretionaryLinde plc$630,0980.0%1,5050.0%COMULTAUlta Beauty$0$4,408,730 ▼-100.0%00.0%Retail/WholesaleURIUnited Rentals$0$3,765,245 ▼-100.0%00.0%ConstructionCRLCharles River Laboratories International$0$2,399,095 ▼-100.0%00.0%MedicalPOOLPool$0$1,789,800 ▼-100.0%00.0%Consumer DiscretionarySolventum Corp.$0$462,592 ▼-100.0%00.0%COMShowing largest 100 holdings. 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