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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jensen Investment Management Inc

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
83
Portfolio value:
$4,125,084,000
Filed:
Aug 7, 2026
CIK:
1106129
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 7, 261 new6 added53 reduced2 exited
≡APH – Amphenol CorpAdd 172.74%389,2972.07
≡TJX – TJX Companies IncAdd 2072.63%480,0201.78
≡CTAS – Cintas CorporationBuy333,6301.38
≡MSI – Motorola Solutions Inc.Add 64.45%109,2301.36
≡IDXX – IDEXX Laboratories Inc.Add 2861.04%102,1391.31
≡KLAC – KLA CorporationAdd 377.20%624,7590.97
≡DOX – Amdocs LimitedAdd 21.55%3,8400.00
Q1 2026filed May 5, 2610 added34 reduced5 exited
≡AVGO – Broadcom, Inc.Add 149.75%267,2081.75
≡AMZN – Amazon.com Inc.Add 7.56%85,7520.89
≡VEEV – Veeva Systems Inc. Class AAdd 83.47%257,7140.88
≡MRSH – Marsh, Inc.Add 6.17%66,887
Q4 2025filed Feb 11, 267 new2 added58 reduced5 exited
≡AMZN – Amazon.com Inc.Buy1,133,6704.12
≡MSI – Motorola Solutions Inc.Buy175,2361.06
≡AVGO – Broadcom, Inc.Buy178,4410.97
≡JGRW – Jensen Quality Growth ETFBuy
Q3 2025filed Nov 6, 255 new11 added35 reduced1 exited
≡LLY – Eli Lilly & Co.Add 124.45%257,1272.50
≡META – Meta Platforms, Inc. Class AAdd 96.61%196,5211.88
≡NVDA – NVIDIA CorpAdd 23.59%412,2681.76
≡VEEV – Veeva Systems Inc. Class AAdd 1924.46%392,802
Q2 2025filed Aug 8, 253 new9 added31 reduced4 exited
≡NVDA – NVIDIA CorpBuy1,747,9963.24
≡LLY – Eli Lilly & Co.Buy206,6121.89
≡ABT – Abbott LabsAdd 74.15%1,012,7781.79
≡META – Meta Platforms, Inc. Class ABuy
Q1 2025filed May 9, 251 new4 added54 reduced2 exited
≡ABT – Abbott LabsAdd 1221.16%1,262,4071.90
≡SHW – Sherwin-Williams CoAdd 8.88%47,4100.60
≡CPRT – Copart Inc.Add 8.71%305,4960.56
≡CDNS – Cadence Design Systems, Inc.Add 29.89%125,899
Q4 2024filed Feb 10, 253 new9 added20 reduced5 exited
≡CDNS – Cadence Design Systems, Inc.Buy421,2571.15
≡ROST – Ross Stores IncBuy40,8000.06
≡Hologic Inc.Buy50,7600.03
≡CLX – Clorox CompanyAdd 21.22%12,340
Q3 2024filed Nov 4, 241 new21 added31 reduced1 exited
≡CPRT – Copart Inc. (DE)Add 2466.02%3,398,4231.49
≡ZTS – Zoetis, Inc.Add 9.40%184,8290.72
≡CLX – Clorox CompanyAdd 106.11%29,9400.05
≡CCK – Crown Holdings Inc.Add 7.77%7,280
Q2 2024filed Aug 5, 246 new10 added26 reduced3 exited
≡SHW – Sherwin-Williams CoBuy568,8781.39
≡ZTS – Zoetis, Inc.Add 25.17%395,1920.76
≡MCD – McDonald's Corp.Add 51.83%223,5630.44
≡APH – Amphenol CorpAdd 33.29%990,947
Q1 2024filed May 7, 245 new10 added20 reduced3 exited
≡ZTS – Zoetis, Inc.Buy1,570,3492.03
≡MCD – McDonald's Corp.Buy431,3620.93
≡MRSH – Marsh & McLennan Company IncAdd 8.04%237,0710.78
≡KellanovaBuy100,4470.04
Q4 2023filed Feb 12, 243 new9 added16 reduced4 exited
≡LH 03/20/10 C85 – Laboratory Corp of AmericaBuy32,7100.06
≡KellanovaBuy87,7000.04
≡ULTA – Ulta Beauty, Inc.Buy7,7100.03
≡KEYS – Keysight Technologies, Inc.Add 16.92%4,610
Q3 2023filed Nov 7, 231 new12 added15 reduced
≡KLAC – KLA CorporationAdd 31.87%135,3520.52
≡EFX – Equifax IncAdd 11.34%178,224−0.18
≡WAT – Waters CorpAdd 8.55%4,6800.02
≡BAH – Booz Allen Hamilton Holding CoBuy16,310
0.77
≡VRSK – Verisk Analytics IncAdd 8.06%35,8980.23
≡AON – AON plc Registered ShsAdd 141.15%14,9660.10
≡JGRW – Jensen Quality Growth ETFAdd 10.98%56,8850.05
≡BR – Broadridge Financial SolutionsAdd 11.22%86,3350.04
≡LEVI – Levi Strauss & CoAdd 17.53%20,8000.01
≡DOX – Amdocs LimitedAdd 92.65%8,5700.01
517,847
0.22
≡CCK – Crown Holdings Inc.Add 15.59%7,6750.03
≡GWW – W.W. Grainger Inc.Add 36.52%8400.02
≡BJFCF – Bajaj Finance LimitedBuy95,8000.02
≡RACE – Ferrari N.V.Buy2,6000.02
≡DOX – Amdocs LimitedBuy9,2500.01
1.46
≡SHW – Sherwin-Williams CoAdd 18.87%105,3520.60
≡VRSK – Verisk Analytics IncAdd 50.73%142,9110.30
≡NDSN – Nordson CorporationBuy12,0500.03
≡FICO – Fair Isaac CorporationBuy1,6200.03
≡GWW – W.W. Grainger Inc.Buy2,3000.03
≡TSM – Taiwan Semiconductor ManufAdd 10.28%1,7820.02
≡CL – Colgate Palmolive CoAdd 27.73%27,0900.02
≡LULU – lululemon athletica inc.Buy8,2200.02
≡FDS – FactSet Research Systems Inc.Add 13.56%1,410−0.01
≡URI – United Rentals, Inc.Add 11.19%3000.01
≡LSTR – Landstar System Inc.Buy6,2500.01
≡TTC – Toro CompanyAdd 10.13%4,0000.01
203,412
1.76
≡CDNS – Cadence Design Systems, Inc.Add 50.49%276,2401.43
≡CPRT – Copart Inc.Add 39.45%1,503,7710.67
≡IDXX – Idexx Laboratories Inc.Add 27.11%2,2200.03
≡MSCI – MSCI, Inc.Add 19.59%1,8100.02
≡CLX – Clorox CompanyAdd 5.63%3,780−0.01
≡Hologic Inc.Add 13.44%6,9000.01
≡ROST – Ross Stores IncAdd 5.61%2,1200.01
≡AON – AON plc Registered ShsAdd 10.99%9700.00
0.39
≡URI – United Rentals, Inc.Buy2,6800.02
0.02
≡VEEV – Veeva Systems Inc. Class AAdd 8.43%1,9600.01
≡DCI – Donaldson Co. Inc.Add 15.02%10,0700.01
≡APD – Air Products & ChemicalsAdd 10.71%1,4100.01
≡BAH – Booz Allen Hamilton Holding CoAdd 10.17%4,380−0.00
≡LEVI – Levi Strauss & CoAdd 6.12%12,300−0.00
≡ON – ON Semiconductor CorpAdd 17.51%7,1300.00
≡TSCO – Tractor Supply CoAdd 400.00%100,920−0.00
≡IDXX – Idexx Laboratories Inc.Add 11.50%930−0.00
0.02
≡BAH – Booz Allen Hamilton Holding CoAdd 39.35%12,1600.02
≡GIS – General Mills Inc.Add 6.02%7,4200.02
≡APD – Air Products & ChemicalsAdd 65.04%5,1900.02
≡G – Genpact LimitedAdd 6.39%11,4100.02
≡MSCI – MSCI, Inc.Add 11.65%1,0800.01
≡IDXX – Idexx Laboratories Inc.Add 58.01%2,9700.01
≡LEVI – Levi Strauss & CoAdd 36.13%53,3400.01
≡KEYS – Keysight Technologies, Inc.Add 8.54%2,9600.01
≡FDS – FactSet Research Systems Inc.Add 11.63%1,2500.01
≡VEEV – Veeva Systems Inc. Class AAdd 9.52%2,0210.01
≡GPC – Genuine Parts CompanyAdd 13.71%5,8400.01
≡DCI – Donaldson Co. Inc.Add 18.11%10,2800.01
≡MAR – Marriott International IncBuy3,1900.01
≡ULTA – Ulta Beauty, Inc.Add 17.90%1,7200.01
≡TECH – Techne CorpAdd 5.19%2,7000.01
≡ON – ON Semiconductor CorpAdd 20.12%6,8200.01
≡TTC – Toro CompanyAdd 17.58%6,8100.00
≡GNTX – Gentex CorporationAdd 11.17%17,3000.00
−0.44
≡LH – Labcorp Holdings, Inc.Buy35,6900.06
≡VEEV – Veeva Systems Inc. Class ABuy21,2300.03
≡IDXX – Idexx Laboratories Inc.Buy5,1200.02
≡APD – Air Products & ChemicalsBuy7,9800.02
≡MSCI – MSCI, Inc.Add 51.22%3,1400.01
≡BAH – Booz Allen Hamilton Holding CoAdd 8.88%2,5200.01
≡FFIV – F5 Networks Inc.Add 18.07%4,1100.00
≡SOLV – Solventum Corp.Buy6,6350.00
≡ULTA – Ulta Beauty, Inc.Add 16.20%1,340−0.00
≡AON – AON plc Registered ShsAdd 16.80%1,2600.00
≡ON – ON Semiconductor CorpAdd 9.22%2,8600.00
≡KEYS – Keysight Technologies, Inc.Add 8.79%2,8000.00
≡MSCI – MSCI, Inc.Buy6,1300.03
≡ON – ON Semiconductor CorpBuy31,0300.02
≡BAH – Booz Allen Hamilton Holding CoAdd 74.00%12,0700.02
≡MMS – MAXIMUS, Inc.Add 45.80%13,8900.01
≡BBY – Best Buy Co. Inc.Add 13.62%9,1650.01
≡AON – AON plc Registered ShsAdd 40.45%2,1600.01
≡CPB – Campbell Soup CompanyAdd 16.84%17,4180.01
≡TSM – Taiwan Semiconductor Manuf ADRAdd 10.29%1,8700.01
≡G – Genpact LimitedAdd 16.66%25,5050.00
≡ULTA – Ulta Beauty, Inc.Add 7.26%5600.00
≡CCK – Crown Holdings Inc.Add 11.76%9,598−0.00
0.01
≡DCI – Donaldson Co. Inc.Add 34.95%14,7000.01
≡TECH – Techne CorpAdd 23.95%10,0600.01
≡CPB – Campbell Soup CompanyAdd 24.88%20,6000.01
≡TTC – Toro CompanyAdd 5.76%2,1100.00
≡TSCO – Tractor Supply CoAdd 8.94%2,1500.00
≡MMS – MAXIMUS, Inc.Add 11.80%3,2000.00
≡GPC – Genuine Parts CompanyAdd 13.51%5,2800.00
≡G – Genpact LimitedAdd 5.14%7,480−0.00
0.01
≡WSM – Williams Sonoma IncAdd 32.25%5,5500.01
≡CPB – Campbell Soup CompanyAdd 56.87%30,0200.01
≡G – Genpact LimitedAdd 12.42%16,0800.01
≡TSCO – Tractor Supply CoAdd 18.88%3,8200.01
≡KEYS – Keysight Technologies, Inc.Add 45.67%8,5400.01
≡GIS – General Mills Inc.Add 22.06%21,7300.01
≡AON – AON plc Registered ShsAdd 8.51%4100.00
≡GPC – Genuine Parts CompanyAdd 6.34%2,330−0.00
≡CPRT – Copart Inc. (DE)Add 93.41%70,180−0.00