Jensen Investment Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ TXN - Texas Instruments Reduce 85.53% 8,266 0.06
≡ ADP - Automatic Data Processing Inc. Reduce 83.45% 528,866 2.12
≡ UNH - United Health Group Inc. Reduce 62.17% 2,450 0.02
≡ INTU - Intuit Inc. Reduce 62.07% 169,443 1.44
≡ TTC - Toro Co. Reduce 46.37% 20,157 0.03
≡ DCI - Donaldson Co. Reduce 42.03% 16,840 0.03
≡ NDSN - Nordson Corp. Reduce 41.99% 5,060 0.03
≡ HD - Home Depot Reduce 41.40% 1,033 0.01
≡ KEYS - Keysight Technologies Inc. Reduce 38.83% 10,768 0.06
≡ MCD - McDonald's Corp. Reduce 37.68% 167,016 1.02
≡ OMC - Omnicom Group Reduce 35.24% 12,000 0.02
≡ WM - Waste Management Inc. Reduce 34.90% 349,131 1.58
≡ CLX - Clorox Co. Reduce 32.57% 22,300 0.04
≡ NVDA - NVIDIA Corp. Reduce 27.59% 621,721 2.14
≡ CPRT - Copart Inc. Reduce 26.06% 565,094 0.37
≡ PG - Procter & Gamble Reduce 22.21% 284,801 0.81
≡ MSCI - MSCI Inc. Reduce 21.32% 2,100 0.02
≡ ABT - Abbott Labs Reduce 20.66% 387,027 0.78
≡ G - Genpact Ltd. Reduce 20.27% 23,640 0.02
≡ AAPL - Apple Inc. Reduce 19.33% 382,331 1.91
≡ LH - Labcorp Holdings Inc. Reduce 19.02% 4,340 0.02
≡ ROST - Ross Stores Inc. Reduce 18.26% 4,920 0.02
≡ KR - Kroger Co. Reduce 17.41% 13,970 0.02
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 15.81% 2,600 0.00
≡ APD - Air Products & Chemicals Reduce 14.83% 1,340 0.01
≡ BDX - Becton Dickinson Reduce 13.92% 346 0.00
≡ KLAC - KLA Corp. Reduce 12.60% 23,882 0.69
≡ ACN - Accenture Reduce 12.19% 8,100 0.03
≡ MSFT - Microsoft Corp. Reduce 11.74% 155,831 1.14
≡ LLY - Eli Lilly & Co. Reduce 7.67% 19,156 0.35
≡ META - Meta Platforms Inc. Reduce 6.80% 24,893 0.28
≡ FFIV - F5 Networks Reduce 5.53% 780 0.00
≡ GOOGL - Alphabet Inc. Reduce 5.43% 83,192 0.47
≡ EFX - Equifax Inc. Reduce 5.01% 41,339 0.15
≡ JNJ - Johnson & Johnson Reduce 4.86% 499 0.00
≡ SYK - Stryker Corp. Reduce 4.81% 35,178 0.23
≡ CDNS - Cadence Design Systems Reduce 4.49% 23,804 0.13
≡ TSM - Taiwan Semiconductor S.A. Reduce 4.05% 693 0.00
≡ MSI - Motorola Solutions Inc. Reduce 3.28% 5,745 0.05
≡ ORCL - Oracle Corp. Reduce 2.88% 3,583 0.01
≡ NKE - NIKE Inc. Reduce 2.42% 1,861 0.00
≡ APH - Amphenol Corp. Reduce 2.22% 5,125 0.01
≡ ADBE - Adobe Inc. Reduce 2.21% 765 0.00
≡ ECL - Ecolab Inc. Reduce 1.83% 1,100 0.01
≡ CTSH - Cognizant Technology Solutions Reduce 1.22% 1,309 0.00
≡ PEP - PepsiCo Inc. Reduce 0.81% 667 0.00
≡ MMM - 3M Co. Reduce 0.72% 200 0.00
≡ EMR - Emerson Electric Reduce 0.55% 410 0.00
≡ CL - Colgate-Palmolive Reduce 0.25% 294 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.03% 1 0.00
≡ KO - Coca Cola Co. Reduce 0.00% 1 0.00
≡ LSTR - Landstar System Inc. Sell 100.00% 5,350 0.01
≡ LULU - Lululemon Athletica Inc. Sell 100.00% 3,920 0.01
≡ ON - ON Semiconductor Corp. Sell 100.00% 21,406 0.02
≡ HOLX-OLD - Hologic Inc. Sell 100.00% 28,000 0.03
≡ FDS - FactSet Research Systems Sell 100.00% 11,810 0.05
Q4  2025
≡ GIS - General Mills Reduce 83.77% 92,120 0.05
≡ ACN - Accenture Reduce 78.77% 246,473 1.04
≡ APH - Amphenol Corp. Reduce 73.49% 638,976 1.36
≡ HD - Home Depot Reduce 67.04% 5,075 0.02
≡ JNJ - Johnson & Johnson Reduce 64.56% 18,704 0.05
≡ CPB - Campbell's Co. Reduce 60.66% 48,450 0.02
≡ CPRT - Copart Inc. Reduce 58.80% 3,095,306 1.91
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 55.40% 20,430 0.02
≡ OMC - Omnicom Group Reduce 54.99% 41,612 0.05
≡ MRSH - Marsh Reduce 54.94% 1,322,328 3.87
≡ HOLX-OLD - Hologic Inc. Reduce 54.14% 33,050 0.04
≡ LULU - Lululemon Athletica Inc. Reduce 52.31% 4,300 0.01
≡ INTU - Intuit Inc. Reduce 49.16% 264,000 2.76
≡ ON - ON Semiconductor Corp. Reduce 48.36% 20,044 0.02
≡ LLY - Eli Lilly & Co. Reduce 46.13% 213,912 3.61
≡ SYK - Stryker Corp. Reduce 40.04% 488,505 2.70
≡ ABBV - AbbVie Inc. Reduce 38.51% 6,978 0.03
≡ DCI - Donaldson Co. Reduce 36.54% 23,070 0.03
≡ ADP - Automatic Data Processing Inc. Reduce 31.44% 290,658 1.18
≡ BR - Broadridge Financial Solutions Reduce 30.04% 330,401 1.16
≡ ROST - Ross Stores Inc. Reduce 29.92% 11,506 0.03
≡ URI - United Rentals Reduce 27.82% 829 0.01
≡ KLAC - KLA Corp. Reduce 27.80% 72,979 1.39
≡ VEEV - Veeva Systems Inc. Reduce 25.28% 104,460 0.37
≡ FICO - Fair Isaac Corp. Reduce 22.84% 370 0.01
≡ ABT - Abbott Labs Reduce 22.26% 536,366 1.06
≡ KEYS - Keysight Technologies Inc. Reduce 21.73% 7,700 0.02
≡ ADBE - Adobe Inc. Reduce 21.36% 9,395 0.05
≡ IDXX - IDEXX Laboratories Reduce 19.39% 859 0.01
≡ EFX - Equifax Inc. Reduce 19.37% 198,053 0.68
≡ EMR - Emerson Electric Reduce 18.50% 17,000 0.04
≡ MA - Mastercard Inc. Reduce 16.99% 98,787 0.89
≡ CDNS - Cadence Design Systems Reduce 14.60% 90,545 0.45
≡ GOOGL - Alphabet Inc. Reduce 14.46% 259,096 1.28
≡ LSTR - Landstar System Inc. Reduce 14.40% 900 0.00
≡ MANH - Manhattan Associates Reduce 14.17% 730 0.00
≡ AAPL - Apple Inc. Reduce 14.11% 324,983 1.39
≡ LEVI - Levi Strauss & Co. Reduce 13.57% 18,620 0.01
≡ CTSH - Cognizant Technology Solutions Reduce 12.93% 16,000 0.02
≡ ORCL - Oracle Corp. Reduce 12.68% 18,062 0.06
≡ MSFT - Microsoft Corp. Reduce 12.68% 192,606 1.47
≡ WAT - Waters Corp. Reduce 11.84% 5,200 0.03
≡ MCD - McDonald's Corp. Reduce 11.52% 57,705 0.28
≡ PEP - PepsiCo Inc. Reduce 11.29% 10,434 0.02