Jensen Investment Management Inc Top Holdings and 13F Report (2025) About Jensen Investment Management IncInvestment ActivityJensen Investment Management Inc has $8.53 billion in total holdings as of June 30, 2025.Jensen Investment Management Inc owns shares of 83 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.52% of the portfolio was purchased this quarter.About 21.19% of the portfolio was sold this quarter.This quarter, Jensen Investment Management Inc has purchased 84 new stocks and bought additional shares in 15 stocks.Jensen Investment Management Inc sold shares of 48 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $780,699,420Stryker $560,853,396Marsh & McLennan Companies $529,903,994Intuit $494,982,135Apple $475,434,081 Largest New Holdings this Quarter 67066G104 - NVIDIA $276,165,888 Holding532457108 - Eli Lilly and Company $161,060,252 Holding30303M102 - Meta Platforms $150,136,363 Holding Largest Purchases this Quarter NVIDIA 1,747,996 shares (about $276.17M)Eli Lilly and Company 206,612 shares (about $161.06M)Meta Platforms 203,412 shares (about $150.14M)Abbott Laboratories 1,012,778 shares (about $137.75M)Cadence Design Systems 276,240 shares (about $85.12M) Largest Sales this Quarter Texas Instruments 1,157,379 shares (about $240.30M)UnitedHealth Group 596,972 shares (about $186.24M)Intuit 200,934 shares (about $158.26M)NIKE 2,216,838 shares (about $157.48M)Accenture 508,553 shares (about $152.00M) 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$780,699,420$103,448,347 ▼-11.7%1,569,5299.1%Computer and TechnologySYKStryker$560,853,396$39,500,490 ▼-6.6%1,417,6216.6%MedicalMMCMarsh & McLennan Companies$529,903,994$45,050,553 ▼-7.8%2,423,6376.2%FinanceINTUIntuit$494,982,135$158,261,646 ▼-24.2%628,4455.8%Computer and TechnologyAAPLApple$475,434,081$104,453,483 ▼-18.0%2,317,2695.6%Computer and TechnologyGOOGLAlphabet$418,577,619$69,822,502 ▼-14.3%2,375,1784.9%Computer and TechnologyACNAccenture$396,630,019$152,001,406 ▼-27.7%1,327,0104.6%Computer and TechnologyMAMastercard$348,946,196$38,151,230 ▼-9.9%620,9674.1%Business ServicesKLACKLA$348,467,941$60,102,363 ▼-14.7%389,0284.1%Computer and TechnologyABTAbbott Laboratories$323,508,354$137,747,936 ▲74.2%2,378,5633.8%MedicalBRBroadridge Financial Solutions$315,230,081$21,757,504 ▼-6.5%1,297,0833.7%Computer and TechnologyADPAutomatic Data Processing$290,138,402$105,712,735 ▼-26.7%940,7863.4%Computer and TechnologyNVDANVIDIA$276,165,888$276,165,888 ▲New Holding1,747,9963.2%Computer and TechnologyWMWaste Management$268,641,087$23,008,537 ▼-7.9%1,174,0283.1%Business ServicesEFXEquifax$266,271,058$10,330,707 ▼-3.7%1,026,6073.1%Business ServicesCPRTCopart$260,849,299$73,790,043 ▲39.4%5,315,8613.1%Business ServicesAPHAmphenol$257,935,889$9,323,778 ▲3.8%2,612,0093.0%Computer and TechnologyCDNSCadence Design Systems$253,729,477$85,123,356 ▲50.5%823,3963.0%Computer and TechnologyZTSZoetis$251,926,464$32,121,333 ▼-11.3%1,615,4313.0%MedicalPGProcter & Gamble$228,018,784$9,656,226 ▼-4.1%1,431,2002.7%Consumer StaplesSHWSherwin-Williams$191,682,437$7,971,789 ▼-4.0%558,2552.2%Basic MaterialsLLYEli Lilly and Company$161,060,252$161,060,252 ▲New Holding206,6121.9%MedicalMETAMeta Platforms$150,136,363$150,136,363 ▲New Holding203,4121.8%Computer and TechnologyMCDMcDonald's$145,796,920$6,213,872 ▼-4.1%499,0141.7%Retail/WholesaleVRSKVerisk Analytics$87,760,141$14,809,022 ▼-14.4%281,7341.0%Business ServicesJNJJohnson & Johnson$63,574,245$30,328,818 ▼-32.3%416,1980.7%MedicalHDHome Depot$58,877,618$51,894,593 ▼-46.8%160,5870.7%Retail/WholesaleORCLOracle$31,747,044$411,024 ▼-1.3%145,2090.4%Computer and TechnologyECLEcolab$18,318,148$269,440 ▼-1.4%67,9860.2%Basic MaterialsADBEAdobe$17,019,6250.0%43,9920.2%Computer and TechnologyWATWaters$15,335,421$138,220 ▼-0.9%43,9360.2%MedicalPEPPepsiCo$13,753,550$127,787,383 ▼-90.3%104,1620.2%Consumer StaplesEMREmerson Electric$12,346,3580.0%92,6000.1%IndustrialsCTSHCognizant Technology Solutions$9,654,340$100,112 ▼-1.0%123,7260.1%Computer and TechnologyCLColgate-Palmolive$8,880,839$5,454 ▼-0.1%97,6990.1%Consumer StaplesKOCocaCola$8,806,819$17,688 ▼-0.2%124,4780.1%Consumer StaplesCLXClorox$8,520,768$453,865 ▲5.6%70,9650.1%Consumer StaplesLabcorp Holdings, Inc.$7,177,023$309,762 ▼-4.1%27,3400.1%COMEHCEncompass Health$7,058,583$1,627,300 ▼-18.7%57,5600.1%MedicalCCKCrown$6,731,597$1,034,949 ▼-13.3%65,3680.1%IndustrialsGGenpact$6,522,062$240,295 ▲3.8%148,1950.1%Computer and TechnologyGISGeneral Mills$6,487,389$127,971 ▲2.0%125,2150.1%Consumer StaplesMSCIMSCI$6,372,977$1,043,899 ▲19.6%11,0500.1%FinanceNKENIKE$5,953,010$157,484,174 ▼-96.4%83,7980.1%Consumer DiscretionaryVEEVVeeva Systems$5,877,960$414,691 ▼-6.6%20,4110.1%MedicalKEYSKeysight Technologies$5,805,560$267,092 ▲4.8%35,4300.1%Computer and TechnologyTSCOTractor Supply$5,777,787$163,587 ▲2.9%109,4900.1%Retail/WholesaleKRKroger$5,755,615$294,093 ▼-4.9%80,2400.1%Retail/WholesaleIDXXIDEXX Laboratories$5,583,299$1,190,675 ▲27.1%10,4100.1%MedicalOMCOmnicom Group$5,472,188$35,970 ▼-0.7%76,0660.1%Business ServicesROSTRoss Stores$5,094,269$270,470 ▲5.6%39,9300.1%Retail/WholesaleFDSFactSet Research Systems$4,651,7120.0%10,4000.1%Business ServicesDCIDonaldson$4,633,2740.0%66,8100.1%IndustrialsFFIVF5$4,411,8570.0%14,9900.1%Computer and TechnologyMMM3M$4,232,272$6,090 ▼-0.1%27,8000.0%Multi-Sector ConglomeratesABBVAbbVie$4,125,7760.0%22,2270.0%MedicalCampbell Soup Company$4,093,859$30,650 ▲0.8%133,5680.0%COMTSMTaiwan Semiconductor Manufacturing$3,926,884$724,768 ▼-15.6%17,3380.0%Computer and TechnologyBAHBooz Allen Hamilton$3,840,3140.0%36,8800.0%Business ServicesHOLXHologic$3,794,267$449,604 ▲13.4%58,2300.0%MedicalAPDAir Products and Chemicals$3,565,2380.0%12,6400.0%Basic MaterialsGNTXGentex$3,552,2650.0%161,5400.0%Auto/Tires/TrucksAONAON$3,496,248$346,057 ▲11.0%9,8000.0%FinanceCHDChurch & Dwight$3,474,377$906,317 ▼-20.7%36,1500.0%Consumer StaplesTXNTexas Instruments$3,472,860$240,295,046 ▼-98.6%16,7270.0%Computer and TechnologyUNHUnitedHealth Group$3,246,360$186,237,365 ▼-98.3%10,4060.0%MedicalGPCGenuine Parts$3,227,3310.0%26,6040.0%Retail/WholesaleTROWT. Rowe Price Group$3,083,1750.0%31,9500.0%FinanceLEVILevi Strauss & Co.$2,919,571$497,381 ▼-14.6%157,9000.0%Retail/WholesaleTJXTJX Companies$2,871,019$384,054 ▼-11.8%23,2490.0%Retail/WholesaleBBYBest Buy$2,797,643$382,641 ▼-12.0%41,6750.0%Retail/WholesaleTTCToro$2,789,7400.0%39,4700.0%Consumer DiscretionaryMANHManhattan Associates$2,582,908$157,976 ▼-5.8%13,0800.0%Computer and TechnologyRTXRTX$2,567,908$13,142 ▼-0.5%17,5860.0%AerospaceTECHBio-Techne$2,441,3030.0%47,4500.0%MedicalUPSUnited Parcel Service$2,204,530$3,028 ▼-0.1%21,8400.0%TransportationONON Semiconductor$2,172,3950.0%41,4500.0%Computer and TechnologyBDXBecton, Dickinson and Company$2,153,470$141,245 ▼-6.2%12,5020.0%MedicalURIUnited Rentals$2,019,1120.0%2,6800.0%ConstructionPAYXPaychex$1,355,687$74,185 ▼-5.2%9,3200.0%Computer and TechnologyBMYBristol Myers Squibb$1,220,8990.0%26,3750.0%MedicalKKellanova$909,1870.0%11,4320.0%Consumer DiscretionaryLinde plc$647,468$30,497 ▼-4.5%1,3800.0%COMMCHPMicrochip Technology$0$1,365,162 ▼-100.0%00.0%Computer and TechnologyLIILennox International$0$1,256,259 ▼-100.0%00.0%ConstructionMARMarriott International$0$707,454 ▼-100.0%00.0%Consumer DiscretionarySBUXStarbucks$0$571,178 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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