Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JENSEN INVESTMENT MANAGEMENT INC (CIK 1106129) reported $4.13B across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($284.9M, 6.91%), MSFT ($275.0M, 6.67%), AMZN ($251.2M, 6.09%), AAPL ($249.1M, 6.04%), NVDA ($239.6M, 5.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stk Cl A | $284.9M | 6.91% | 797,098 | Trimmed |
| 2 | MSFT | Microsoft Corp | $275.0M | 6.67% | 737,144 | Trimmed |
| 3 | AMZN | Amazon.com Inc. | $251.2M | 6.09% | 1.1M | Trimmed |
| 4 | AAPL | Apple, Inc. | $249.1M | 6.04% | 860,969 | Trimmed |
| 5 | NVDA | NVIDIA Corp | $239.6M | 5.81% | 1.2M | Trimmed |
| 6 | KLAC | KLA Corporation | $238.5M | 5.78% | 790,391 | Added |
| 7 | SHW | Sherwin-Williams Co | $185.6M | 4.50% | 539,035 | Trimmed |
| 8 | SYK | Stryker Corp | $185.7M | 4.50% | 589,670 | Trimmed |
| 9 | LLY | Eli Lilly & Co. | $184.4M | 4.47% | 153,735 | Trimmed |
| 10 | MA | Mastercard Inc | $178.6M | 4.33% | 347,714 | Trimmed |
| 11 | MRSH | Marsh, Inc. | $164.2M | 3.98% | 984,904 | Trimmed |
| 12 | AVGO | Broadcom, Inc. | $148.1M | 3.59% | 392,082 | Trimmed |
| 13 | WM | Waste Management | $140.6M | 3.41% | 631,052 | Trimmed |
| 14 | PG | Procter & Gamble Co | $126.2M | 3.06% | 860,442 | Trimmed |
| 15 | MSI | Motorola Solutions Inc. | $115.8M | 2.81% | 278,721 | Added |
| 16 | CDNS | Cadence Design Systems, Inc. | $115.8M | 2.81% | 308,555 | Trimmed |
| 17 | APH | Amphenol Corp | $108.4M | 2.63% | 614,660 | Added |
| 18 | ABT | Abbott Labs | $80.3M | 1.95% | 885,262 | Trimmed |
| 19 | VEEV | Veeva Systems Inc. Class A | $79.8M | 1.93% | 449,489 | Trimmed |
| 20 | TJX | TJX Companies Inc | $76.2M | 1.85% | 503,180 | Added |
| 21 | VRSK | Verisk Analytics Inc | $68.1M | 1.65% | 379,127 | Trimmed |
| 22 | META | Meta Platforms, Inc. Class A | $61.7M | 1.49% | 109,456 | Trimmed |
| 23 | MCD | McDonald's Corp. | $61.0M | 1.48% | 225,570 | Trimmed |
| 24 | EFX | Equifax Inc | $58.8M | 1.43% | 370,551 | Trimmed |
| 25 | CTAS | Cintas Corporation | $56.7M | 1.38% | 333,630 | New |
Source: SEC Form 13F filings · as of 2026-06-30