Jensen Investment Management Inc Top Holdings and 13F Report (2025) About Jensen Investment Management IncInvestment ActivityJensen Investment Management Inc has $9.04 billion in total holdings as of March 31, 2025.Jensen Investment Management Inc owns shares of 84 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 22.64% of the portfolio was sold this quarter.This quarter, Jensen Investment Management Inc has purchased 85 new stocks and bought additional shares in 6 stocks.Jensen Investment Management Inc sold shares of 66 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $667,256,851Marsh & McLennan Companies $641,722,275Apple $627,822,901Accenture $572,769,079Stryker $564,875,602 Largest New Holdings this Quarter 911363109 - United Rentals $1,679,556 Holding Largest Purchases this Quarter Abbott Laboratories 1,262,407 shares (about $167.46M)Cadence Design Systems 125,899 shares (about $32.02M)Copart 305,496 shares (about $17.29M)Sherwin-Williams 47,410 shares (about $16.56M)United Rentals 2,680 shares (about $1.68M) Largest Sales this Quarter PepsiCo 1,482,348 shares (about $222.26M)Johnson & Johnson 920,015 shares (about $152.58M)Accenture 446,763 shares (about $139.41M)Mastercard 252,734 shares (about $138.53M)Texas Instruments 661,575 shares (about $118.89M) 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$667,256,851$104,298,733 ▼-13.5%1,777,5037.4%Computer and TechnologyMMCMarsh & McLennan Companies$641,722,275$100,263,386 ▼-13.5%2,629,6867.1%FinanceAAPLApple$627,822,901$111,701,847 ▼-15.1%2,826,3766.9%Computer and TechnologyACNAccenture$572,769,079$139,407,927 ▼-19.6%1,835,5636.3%Computer and TechnologySYKStryker$564,875,602$91,595,463 ▼-14.0%1,517,4636.2%MedicalINTUIntuit$509,230,412$86,762,927 ▼-14.6%829,3795.6%Computer and TechnologyGOOGLAlphabet$428,566,049$71,127,751 ▼-14.2%2,771,3794.7%Computer and TechnologyADPAutomatic Data Processing$392,167,309$115,139,592 ▼-22.7%1,283,5644.3%Business ServicesMAMastercard$377,577,395$138,528,560 ▼-26.8%688,8594.2%Business ServicesBRBroadridge Financial Solutions$336,197,218$57,116,302 ▼-14.5%1,386,6093.7%Business ServicesUNHUnitedHealth Group$318,113,966$56,925,817 ▼-15.2%607,3783.5%MedicalKLACKLA$310,074,455$52,821,140 ▼-14.6%456,1263.4%Computer and TechnologyZTSZoetis$299,894,004$49,723,477 ▼-14.2%1,821,4033.3%MedicalWMWaste Management$295,078,247$47,872,564 ▼-14.0%1,274,5813.3%Business ServicesEFXEquifax$259,741,396$40,091,681 ▼-13.4%1,066,4372.9%Business ServicesPGProcter & Gamble$254,234,090$40,506,107 ▼-13.7%1,491,8092.8%Consumer StaplesCPRTCopart$215,726,173$17,288,019 ▲8.7%3,812,0902.4%Business ServicesTXNTexas Instruments$210,986,848$118,885,027 ▼-36.0%1,174,1062.3%Computer and TechnologySHWSherwin-Williams$203,044,208$16,555,098 ▲8.9%581,4722.2%Basic MaterialsABTAbbott Laboratories$181,171,380$167,458,288 ▲1,221.2%1,365,7852.0%MedicalAPHAmphenol$165,128,794$136,755 ▼-0.1%2,517,5911.8%Computer and TechnologyMCDMcDonald's$162,520,488$27,746,890 ▼-14.6%520,2821.8%Retail/WholesalePEPPepsiCo$160,728,933$222,263,260 ▼-58.0%1,071,9551.8%Consumer StaplesNKENIKE$146,044,373$69,002,823 ▼-32.1%2,300,6361.6%Consumer DiscretionaryCDNSCadence Design Systems$139,158,185$32,019,893 ▲29.9%547,1561.5%Computer and TechnologyHDHome Depot$110,726,891$66,742,960 ▼-37.6%302,1281.2%Retail/WholesaleJNJJohnson & Johnson$101,950,140$152,575,288 ▼-59.9%614,7501.1%MedicalVRSKVerisk Analytics$97,998,826$49,693,909 ▼-33.6%329,2751.1%Business ServicesORCLOracle$20,564,513$38,448 ▼-0.2%147,0890.2%Computer and TechnologyECLEcolab$17,489,331$159,211 ▼-0.9%68,9860.2%Basic MaterialsADBEAdobe$16,872,2520.0%43,9920.2%Computer and TechnologyWATWaters$16,339,445$29,486 ▼-0.2%44,3320.2%MedicalEMREmerson Electric$10,152,664$91,001 ▼-0.9%92,6000.1%IndustrialsCLXClorox$9,892,991$487,397 ▼-4.7%67,1850.1%Consumer StaplesCTSHCognizant Technology Solutions$9,563,189$45,900 ▼-0.5%125,0090.1%Computer and TechnologyCLColgate-Palmolive$9,160,0180.0%97,7590.1%Consumer StaplesKOCoca-Cola$8,933,019$45,121 ▼-0.5%124,7280.1%Consumer StaplesGISGeneral Mills$7,338,924$476,526 ▼-6.1%122,7450.1%Consumer StaplesGGenpact$7,190,989$2,657,545 ▼-27.0%142,7350.1%Business ServicesEHCEncompass Health$7,173,662$1,103,952 ▼-13.3%70,8300.1%MedicalCCKCrown$6,731,811$1,240,714 ▼-15.6%75,4180.1%IndustrialsLabcorp Holdings, Inc.$6,637,745$1,878,212 ▼-22.1%28,5200.1%COMOMCOmnicom Group$6,348,087$201,471 ▼-3.1%76,5660.1%Business ServicesTSCOTractor Supply$5,862,089$1,088,776 ▼-15.7%106,3900.1%Retail/WholesaleKRKroger$5,708,975$2,456,470 ▼-30.1%84,3400.1%Retail/WholesaleCampbell Soup Company$5,292,115$125,349 ▲2.4%132,5680.1%COMMSCIMSCI$5,225,220$627,705 ▼-10.7%9,2400.1%FinanceKEYSKeysight Technologies$5,062,226$780,302 ▼-13.4%33,8000.1%Computer and TechnologyVEEVVeeva Systems$5,061,347$778,277 ▼-13.3%21,8510.1%MedicalCHDChurch & Dwight$5,017,902$1,148,239 ▼-18.6%45,5800.1%Consumer StaplesROSTRoss Stores$4,831,740$382,092 ▼-7.3%37,8100.1%Retail/WholesaleFDSFactSet Research Systems$4,728,256$727,424 ▼-13.3%10,4000.1%Business ServicesABBVAbbVie$4,657,0010.0%22,2270.1%MedicalDCIDonaldson$4,480,279$690,718 ▼-13.4%66,8100.0%IndustrialsMMM3M$4,088,5820.0%27,8400.0%Multi-Sector ConglomeratesFFIVF5$3,991,387$1,941,108 ▼-32.7%14,9900.0%Computer and TechnologyBAHBooz Allen Hamilton$3,856,910$1,104,365 ▼-22.3%36,8800.0%Business ServicesGNTXGentex$3,763,882$404,954 ▼-9.7%161,5400.0%Auto/Tires/TrucksAPDAir Products and Chemicals$3,727,789$572,145 ▼-13.3%12,6400.0%Basic MaterialsAONAON$3,523,9650.0%8,8300.0%FinanceBBYBest Buy$3,487,274$699,295 ▼-16.7%47,3750.0%Retail/WholesaleIDXXIDEXX Laboratories$3,439,391$348,559 ▼-9.2%8,1900.0%MedicalTSMTaiwan Semiconductor Manufacturing$3,409,3080.0%20,5380.0%Computer and TechnologyTJXTJX Companies$3,210,526$171,982 ▼-5.1%26,3590.0%Retail/WholesaleHOLXHologic$3,170,654$35,209 ▲1.1%51,3300.0%MedicalGPCGenuine Parts$3,169,601$708,883 ▼-18.3%26,6040.0%Retail/WholesaleBDXBecton, Dickinson and Company$3,051,537$322,975 ▼-9.6%13,3220.0%MedicalTROWT. Rowe Price Group$2,935,2470.0%31,9500.0%FinanceLEVILevi Strauss & Co.$2,881,032$443,847 ▼-13.3%184,8000.0%Retail/WholesaleTTCToro$2,871,443$442,320 ▼-13.3%39,4700.0%Consumer DiscretionaryTECHBio-Techne$2,781,994$428,585 ▼-13.3%47,4500.0%MedicalUPSUnited Parcel Service$2,405,481$110,430 ▼-4.4%21,8700.0%TransportationMANHManhattan Associates$2,401,795$372,036 ▼-13.4%13,8800.0%Computer and TechnologyRTXRTX$2,341,363$10,597 ▼-0.5%17,6760.0%AerospaceONOnsemi$1,686,601$260,009 ▼-13.4%41,4500.0%Computer and TechnologyURIUnited Rentals$1,679,556$1,679,556 ▲New Holding2,6800.0%ConstructionBMYBristol-Myers Squibb$1,608,6110.0%26,3750.0%MedicalPAYXPaychex$1,516,5720.0%9,8300.0%Business ServicesMCHPMicrochip Technology$1,365,162$515,567 ▼-27.4%28,2000.0%Computer and TechnologyLIILennox International$1,256,259$2,097,504 ▼-62.5%2,2400.0%ConstructionKKellanova$943,0260.0%11,4320.0%Consumer DiscretionaryMARMarriott International$707,4540.0%2,9700.0%Consumer DiscretionaryLinde plc$672,850$27,938 ▼-4.0%1,4450.0%COMSBUXStarbucks$571,178$2,393,200 ▼-80.7%5,8230.0%Retail/WholesaleMMSMaximus$0$3,301,023 ▼-100.0%00.0%Business ServicesBALLBall$0$2,450,032 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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