JENSEN INVESTMENT MANAGEMENT INC 13F Holdings
CIK 0001106129 · Lake Oswego, OR
As of Sep 30, 2025, JENSEN INVESTMENT MANAGEMENT INC reported 87 positions worth $8.1B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 1,519,446 | $787.0M | 9.77% |
| APPLE INC | AAPL | Technology | 2,303,255 | $586.5M | 7.28% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 2,406,645 | $485.0M | 6.02% |
| STRYKER CORP | SYK | Healthcare | 1,220,050 | $451.0M | 5.60% |
| ALPHABET INC | GOOGL | Equity | 1,791,309 | $435.5M | 5.40% |
| NVIDIA CORP | NVDA | Technology | 2,160,264 | $403.1M | 5.00% |
| INTUIT INC | INTU | Technology | 536,978 | $366.7M | 4.55% |
| ELI LILLY & CO | LLY | Healthcare | 463,739 | $353.8M | 4.39% |
| MASTERCARD INC | MA | Financial Services | 581,527 | $330.8M | 4.10% |
| ABBOTT LABORATORIES | ABT | Healthcare | 2,409,429 | $322.7M | 4.00% |
| META PLATFORMS INC | META | Communication Services | 399,933 | $293.7M | 3.64% |
| KLA CORP | KLAC | Technology | 262,493 | $283.1M | 3.51% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 924,421 | $271.3M | 3.37% |
| EQUIFAX INC | EFX | Industrials | 1,022,492 | $262.3M | 3.25% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | BR | Technology | 1,099,850 | $262.0M | 3.25% |
| WASTE MANAGEMENT INC | WM | Industrials | 1,086,589 | $240.0M | 2.98% |
| COPART INC | CPRT | Industrials | 5,263,823 | $236.7M | 2.94% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 663,607 | $229.8M | 2.85% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1,441,978 | $221.6M | 2.75% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 620,210 | $217.9M | 2.70% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 500,983 |