Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2020
≡ HD - Home Depot Add 22.76% 184,150 0.41
≡ TSM - Taiwan Semiconductor S.A. Add 21.29% 1,420 0.00
≡ LII - Lennox International Add 20.74% 1,630 0.00
≡ TDC - Teradata Corp. Add 12.43% 4,320 0.00
≡ EHC - Encompass Health Corp. Add 12.18% 4,450 0.00
≡ CCK - Crown Holdings Add 12.01% 3,770 0.00
≡ DCI - Donaldson Co. Add 9.95% 3,340 0.00
≡ LEVI - Levi Strauss & Co. Add 9.60% 10,130 0.00
≡ TSCO - Tractor Supply Add 6.21% 590 0.00
≡ FFIV - F5 Networks Add 5.99% 740 0.00
≡ PAYX - Paychex Inc. Add 0.96% 280 0.00
≡ EFX - Equifax Inc. Add 0.84% 12,821 0.02
≡ CBRE - CBRE Group Add 0.74% 300 0.00
≡ BR - Broadridge Financial Solutions Add 0.73% 14,026 0.02
≡ GIS - General Mills Add 0.64% 42,471 0.02
≡ SYK - Stryker Corp. Add 0.54% 12,965 0.03
≡ SBUX - Starbucks Corp. Add 0.50% 15,007 0.01
≡ PFE - Pfizer Inc. Add 0.49% 54,808 0.02
≡ MMM - 3M Co. Add 0.48% 16,543 0.02
≡ TXN - Texas Instruments Add 0.48% 7,458 0.01
≡ PEP - PepsiCo Inc. Add 0.47% 24,829 0.03
≡ INTU - Intuit Inc. Add 0.47% 5,088 0.02
≡ MA - Mastercard Inc. Add 0.47% 3,916 0.01
≡ BDX - Becton Dickinson Add 0.46% 12,340 0.03
≡ GOOGL - Alphabet Inc. Add 0.46% 39,500 0.03
≡ ADP - Automatic Data Processing Inc. Add 0.46% 8,269 0.01
≡ TJX - TJX Companies Inc. Add 0.45% 15,192 0.01
≡ JNJ - Johnson & Johnson Add 0.44% 19,153 0.02
≡ MSFT - Microsoft Corp. Add 0.43% 16,532 0.03
≡ CTSH - Cognizant Technology Solutions Add 0.43% 22,736 0.02
≡ UNH - United Health Group Inc. Add 0.42% 5,896 0.02
≡ ABBV - AbbVie Inc. Add 0.20% 52 0.00
≡ ABT - Abbott Labs Add 0.14% 150 0.00
Q3  2020
≡ LEVI - Levi Strauss & Co. Add 80.99% 47,240 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 80.76% 2,980 0.00
≡ HRC - Hill Rom Holdings Inc. Add 70.53% 9,500 0.01
≡ DCI - Donaldson Co. Add 55.71% 12,010 0.00
≡ CPB - Campbell Soup Add 51.05% 11,920 0.01
≡ FFIV - F5 Networks Add 48.38% 4,030 0.00
≡ K - Kellanova Add 48.04% 8,220 0.00
≡ KR - Kroger Co. Add 45.49% 13,370 0.00
≡ HAS - Hasbro Inc. Add 40.66% 5,270 0.00
≡ XLNX - Xilinx Inc. Add 36.45% 2,340 0.00
≡ EHC - Encompass Health Corp. Add 34.90% 9,450 0.01
≡ ADP - Automatic Data Processing Inc. Add 29.42% 410,732 0.51
≡ CPRT - Copart Inc. Add 26.31% 15,040 0.00
≡ NTAP - NetApp Inc. Add 25.72% 3,560 0.00
≡ TDC - Teradata Corp. Add 25.44% 7,050 0.00
≡ GPC - Genuine Parts Add 21.22% 3,650 0.00
≡ CCK - Crown Holdings Add 17.84% 4,750 0.00
≡ EXPD - Expeditors Int'l Add 15.10% 2,820 0.00
≡ SBUX - Starbucks Corp. Add 14.15% 371,792 0.28
≡ CBRE - CBRE Group Add 13.29% 4,770 0.00
≡ EFX - Equifax Inc. Add 12.96% 174,585 0.24
≡ ON - ON Semiconductor Corp. Add 12.14% 8,920 0.00
≡ LH - Laboratory Corp. of America Hldgs Add 11.79% 1,170 0.00
≡ CRI - Carters Inc. Add 11.61% 1,570 0.00
≡ GIS - General Mills Add 8.10% 495,621 0.27
≡ PFE - Pfizer Inc. Add 7.32% 761,980 0.25
≡ SYK - Stryker Corp. Add 5.97% 136,440 0.25
≡ PAYX - Paychex Inc. Add 5.51% 1,520 0.00
≡ BR - Broadridge Financial Solutions Add 0.45% 8,640 0.01
≡ INTU - Intuit Inc. Add 0.29% 3,090 0.01
≡ GOOGL - Alphabet Inc. Add 0.27% 23,160 0.02
≡ NKE - NIKE Inc. Add 0.27% 11,410 0.01
≡ TXN - Texas Instruments Add 0.26% 4,080 0.01
≡ MA - Mastercard Inc. Add 0.25% 2,095 0.01
≡ VFC - V.F. Corp. Add 0.20% 7,500 0.00
≡ TJX - TJX Companies Inc. Add 0.17% 5,910 0.00
≡ PEP - PepsiCo Inc. Add 0.14% 7,571 0.01
≡ MMM - 3M Co. Add 0.13% 4,435 0.01
≡ ACN - Accenture Add 0.11% 2,631 0.01
≡ JNJ - Johnson & Johnson Add 0.09% 3,980 0.01
≡ HD - Home Depot Buy 809,175 1.99
≡ WM - Waste Management Inc. Buy 985,830 0.99
≡ MCHP - Microchip Technology Buy 20,080 0.01
≡ MMS - MAXIMUS Inc. Buy 16,730 0.01
≡ VRSK - Verisk Analytics Inc. Buy 2,370 0.00
Q2  2020
≡ PG - Procter & Gamble Add 200.32% 1,306,205 1.49
≡ CPRT - Copart Inc. Add 181.85% 36,880 0.01
≡ CHD - Church & Dwight Add 181.66% 9,410 0.01
≡ EFX - Equifax Inc. Add 116.95% 726,292 1.20
≡ HRC - Hill Rom Holdings Inc. Add 92.70% 6,480 0.00
≡ DCI - Donaldson Co. Add 72.34% 9,050 0.00
≡ FFIV - F5 Networks Add 45.63% 2,610 0.00
≡ LII - Lennox International Add 42.91% 2,360 0.01
≡ CPB - Campbell Soup Add 27.46% 5,030 0.00
≡ HAS - Hasbro Inc. Add 27.31% 2,780 0.00
≡ SYK - Stryker Corp. Add 26.45% 478,288 0.82
≡ EHC - Encompass Health Corp. Add 19.24% 4,370 0.00
≡ LH - Laboratory Corp. of America Hldgs Add 18.38% 1,540 0.00
≡ XLNX - Xilinx Inc. Add 16.30% 900 0.00
≡ GPC - Genuine Parts Add 16.06% 2,380 0.00
≡ K - Kellanova Add 16.00% 2,360 0.00
≡ ON - ON Semiconductor Corp. Add 15.03% 9,600 0.00
≡ VAR - Varian Medical Systems Add 13.72% 1,570 0.00
≡ EXPD - Expeditors Int'l Add 11.60% 1,940 0.00
≡ CCK - Crown Holdings Add 9.45% 2,300 0.00
≡ CRI - Carters Inc. Add 8.25% 1,030 0.00
≡ NTAP - NetApp Inc. Add 7.54% 970 0.00