Jensen Investment Management

History Stock Activity Share change % change to portfolio ▼
Q3  2023
≡ TTC - Toro Co. Reduce 3.30% 1,250 0.00
≡ FFIV - F5 Networks Reduce 3.31% 780 0.00
≡ FDS - FactSet Research Systems Reduce 3.33% 370 0.00
≡ CHD - Church & Dwight Reduce 6.40% 3,830 0.00
≡ URI - United Rentals Reduce 13.89% 1,370 0.00
Q2  2023
≡ KLAC - KLA Corp. Buy 424,723 1.51
≡ BDX - Becton Dickinson Reduce 43.33% 586,632 1.14
≡ TJX - TJX Companies Inc. Reduce 36.83% 1,080,953 0.67
≡ MSFT - Microsoft Corp. Reduce 5.19% 160,129 0.40
≡ ACN - Accenture Add 1.25% 31,176 0.07
≡ SYK - Stryker Corp. Add 1.19% 30,335 0.07
≡ PEP - PepsiCo Inc. Add 1.15% 54,366 0.07
≡ UNH - United Health Group Inc. Add 1.20% 16,143 0.06
≡ AAPL - Apple Inc. Add 1.03% 42,008 0.06
≡ MMC - Marsh & McLennan Add 1.23% 35,596 0.05
≡ GOOGL - Alphabet Inc. Add 1.00% 62,109 0.05
≡ PFE - Pfizer Inc. Add 1.25% 145,243 0.04
≡ JNJ - Johnson & Johnson Add 1.17% 32,620 0.04
≡ SBUX - Starbucks Corp. Add 1.12% 53,267 0.04
≡ NKE - NIKE Inc. Add 1.09% 51,797 0.04
≡ WM - Waste Management Inc. Add 1.23% 20,900 0.03
≡ HD - Home Depot Add 1.19% 12,240 0.03
≡ TXN - Texas Instruments Add 1.11% 24,426 0.03
≡ MA - Mastercard Inc. Add 1.04% 10,846 0.03
≡ PG - Procter & Gamble Add 0.97% 23,659 0.03
≡ INTU - Intuit Inc. Add 0.94% 10,191 0.03
≡ ADP - Automatic Data Processing Inc. Add 0.92% 19,047 0.03
≡ HAS - Hasbro Inc. Sell 100.00% 71,470 0.03
≡ TSCO - Tractor Supply Add 250.61% 14,460 0.02
≡ WAT - Waters Corp. Add 19.56% 8,960 0.02
≡ BR - Broadridge Financial Solutions Add 1.05% 18,465 0.02
≡ MCO - Moody's Corp. Add 0.99% 7,070 0.02
≡ UPS - United Parcel Service Add 0.99% 14,565 0.02
≡ APH - Amphenol Corp. Add 0.97% 33,443 0.02
≡ EFX - Equifax Inc. Add 0.85% 13,165 0.02
≡ MANH - Manhattan Associates Reduce 27.46% 12,120 0.02
≡ CPRT - Copart Inc. Reduce 27.91% 58,160 0.02
≡ KEYS - Keysight Technologies Inc. Buy 18,700 0.02
≡ RMD - ResMed Inc. Add 17.51% 3,440 0.01
≡ G - Genpact Ltd. Add 17.29% 19,090 0.01
≡ VRSK - Verisk Analytics Inc. Add 0.82% 7,675 0.01
≡ BALL - Ball Corp. Add 0.78% 23,441 0.01
≡ MCHP - Microchip Technology Reduce 15.66% 13,980 0.01
≡ CHD - Church & Dwight Reduce 16.88% 12,150 0.01
≡ CDNS - Cadence Design Systems Reduce 17.36% 5,150 0.01
≡ MMM - 3M Co. Reduce 22.58% 14,285 0.01
≡ FFIV - F5 Networks Reduce 24.82% 7,770 0.01
≡ AON - Aon Plc Add 17.56% 720 0.00
≡ TECH - Bio-Techne Corp. Add 16.53% 6,160 0.00
≡ WSM - Williams-Sonoma Inc. Add 12.04% 1,850 0.00
≡ TTC - Toro Co. Add 9.57% 3,310 0.00
≡ K - Kellanova Add 4.64% 3,960 0.00
≡ CCK - Crown Holdings Add 4.07% 3,270 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 0.40% 70 0.00
≡ KO - Coca Cola Co. Reduce 0.36% 460 0.00
≡ RTX - RTX Corp. Reduce 1.08% 235 0.00
≡ ORCL - Oracle Corp. Reduce 1.22% 1,945 0.00
≡ LII - Lennox International Reduce 1.26% 270 0.00
≡ ECL - Ecolab Inc. Reduce 1.64% 1,200 0.00
≡ ABT - Abbott Labs Reduce 1.65% 1,750 0.00
≡ OMC - Omnicom Group Reduce 1.97% 1,701 0.00
≡ CL - Colgate-Palmolive Reduce 1.99% 2,010 0.00
≡ EMR - Emerson Electric Reduce 3.05% 2,993 0.00
≡ POOL - Pool Corp. Reduce 3.07% 270 0.00
≡ CPB - Campbell Soup Reduce 3.10% 1,690 0.00
≡ CRL - Charles River Labs Reduce 3.10% 800 0.00
≡ DCI - Donaldson Co. Reduce 3.10% 1,390 0.00
≡ EXPD - Expeditors Int'l Reduce 3.10% 1,680 0.00
≡ MMS - MAXIMUS Inc. Reduce 3.10% 2,020 0.00
≡ BBY - Best Buy Co. Inc. Reduce 3.11% 2,230 0.00
≡ EHC - Encompass Health Corp. Reduce 3.11% 3,940 0.00
≡ GNTX - Gentex Corp. Reduce 3.11% 6,090 0.00
≡ GPC - Genuine Parts Reduce 3.11% 1,180 0.00
≡ KR - Kroger Co. Reduce 3.11% 4,580 0.00
≡ CBRE - CBRE Group Reduce 3.12% 1,190 0.00
≡ LH - Labcorp Holdings Inc. Reduce 3.12% 1,030 0.00
≡ FDS - FactSet Research Systems Reduce 3.14% 360 0.00
≡ URI - United Rentals Reduce 3.14% 320 0.00
≡ CTSH - Cognizant Technology Solutions Reduce 5.43% 7,586 0.00
≡ GIS - General Mills Reduce 6.04% 6,338 0.00
≡ ABBV - AbbVie Inc. Reduce 6.28% 1,500 0.00
≡ LEVI - Levi Strauss & Co. Reduce 14.23% 44,390 0.00
≡ LIN - Linde plc Reduce 42.06% 1,142 0.00
Q1  2023
≡ BDX - Becton Dickinson Reduce 32.63% 655,772 1.27
≡ GOOGL - Alphabet Inc. Reduce 12.15% 857,801 0.68
≡ JNJ - Johnson & Johnson Reduce 15.47% 509,740 0.62
≡ TJX - TJX Companies Inc. Reduce 22.04% 829,632 0.50
≡ MMC - Marsh & McLennan Add 10.67% 279,134 0.36
≡ PFE - Pfizer Inc. Add 10.37% 1,091,421 0.35
≡ ACN - Accenture Add 6.28% 147,301 0.33
≡ INTU - Intuit Inc. Add 7.39% 74,522 0.26
≡ PEP - PepsiCo Inc. Reduce 3.71% 183,079 0.26
≡ MSFT - Microsoft Corp. Reduce 3.34% 106,645 0.24
≡ SYK - Stryker Corp. Reduce 3.34% 88,019 0.19
≡ AAPL - Apple Inc. Reduce 3.51% 147,810 0.19
≡ UNH - United Health Group Inc. Reduce 3.38% 47,090 0.17
≡ SBUX - Starbucks Corp. Add 4.12% 188,513 0.15
≡ NKE - NIKE Inc. Reduce 3.26% 160,831 0.15
≡ TXN - Texas Instruments Add 4.61% 96,602 0.14
≡ ADP - Automatic Data Processing Inc. Reduce 3.38% 72,145 0.12