Jensen Investment Management

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ AVGO - Broadcom Inc. Add 149.75% 267,208 1.63
≡ VEEV - Veeva Systems Inc. Add 83.47% 257,714 0.89
≡ AMZN - Amazon.com Inc. Add 7.56% 85,752 0.35
≡ BR - Broadridge Financial Solutions Add 11.22% 86,335 0.28
≡ MRSH - Marsh Add 6.17% 66,887 0.23
≡ VRSK - Verisk Analytics Inc. Add 8.06% 35,898 0.13
≡ AON - Aon Plc Add 141.15% 14,966 0.09
≡ MA - Mastercard Inc. Add 1.70% 8,189 0.08
≡ SHW - Sherwin-Williams Add 1.30% 8,025 0.05
≡ JGRW - Jensen Quality Growth ETF Add 10.98% 56,885 0.03
≡ DOX - Amdocs Ltd. Add 92.65% 8,570 0.01
≡ LEVI - Levi Strauss & Co. Add 17.53% 20,800 0.01
≡ RACE - Ferrari NV Add 3.15% 82 0.00
≡ URI - United Rentals Add 0.93% 20 0.00
≡ WAT - Waters Corp. Add 0.08% 30 0.00
≡ TJX - TJX Companies Inc. Add 0.00% 1 0.00
Q4  2025
≡ AMZN - Amazon.com Inc. Buy 1,133,670 4.12
≡ MSI - Motorola Solutions Inc. Buy 175,236 1.06
≡ AVGO - Broadcom Inc. Buy 178,441 0.97
≡ NVDA - NVIDIA Corp. Add 4.33% 93,472 0.27
≡ JGRW - Jensen Quality Growth ETF Buy 517,847 0.22
≡ VRSK - Verisk Analytics Inc. Add 4.93% 20,951 0.07
≡ RACE - Ferrari NV Buy 2,600 0.02
≡ GWW - W.W. Grainger Inc. Add 36.52% 840 0.01
≡ CCK - Crown Holdings Add 15.59% 7,675 0.01
≡ DOX - Amdocs Ltd. Buy 9,250 0.01
≡ AON - Aon Plc Add 4.98% 503 0.00
≡ APD - Air Products & Chemicals Add 0.03% 3 0.00
Q3  2025
≡ LLY - Eli Lilly & Co. Add 124.45% 257,127 2.43
≡ META - Meta Platforms Inc. Add 96.61% 196,521 1.79
≡ VEEV - Veeva Systems Inc. Add 1924.46% 392,802 1.45
≡ NVDA - NVIDIA Corp. Add 23.59% 412,268 0.95
≡ VRSK - Verisk Analytics Inc. Add 50.73% 142,911 0.45
≡ SHW - Sherwin-Williams Add 18.87% 105,352 0.45
≡ ABT - Abbott Labs Add 1.30% 30,866 0.05
≡ CL - Colgate-Palmolive Add 27.73% 27,090 0.03
≡ FICO - Fair Isaac Corp. Buy 1,620 0.03
≡ GWW - W.W. Grainger Inc. Buy 2,300 0.03
≡ NDSN - Nordson Corp. Buy 12,050 0.03
≡ PG - Procter & Gamble Add 0.75% 10,778 0.02
≡ LULU - Lululemon Athletica Inc. Buy 8,220 0.02
≡ TSM - Taiwan Semiconductor S.A. Add 10.28% 1,782 0.01
≡ MCD - McDonald's Corp. Add 0.39% 1,969 0.01
≡ LSTR - Landstar System Inc. Buy 6,250 0.01
≡ FDS - FactSet Research Systems Add 13.56% 1,410 0.00
≡ URI - United Rentals Add 11.19% 300 0.00
≡ TTC - Toro Co. Add 10.13% 4,000 0.00
≡ HOLX-OLD - Hologic Inc. Add 4.84% 2,820 0.00
≡ CLX - Clorox Co. Add 3.52% 2,500 0.00
≡ AON - Aon Plc Add 3.06% 300 0.00
≡ NKE - NIKE Inc. Add 0.45% 380 0.00
≡ BMY - Bristol-Myers Squibb Add 0.38% 100 0.00
≡ RTX - RTX Corp. Add 0.23% 41 0.00
≡ MMM - 3M Co. Add 0.15% 42 0.00
≡ KO - Coca Cola Co. Add 0.01% 9 0.00
Q2  2025
≡ NVDA - NVIDIA Corp. Buy 1,747,996 3.24
≡ LLY - Eli Lilly & Co. Buy 206,612 1.89
≡ META - Meta Platforms Inc. Buy 203,412 1.76
≡ ABT - Abbott Labs Add 74.15% 1,012,778 1.61
≡ CDNS - Cadence Design Systems Add 50.49% 276,240 1.00
≡ CPRT - Copart Inc. Add 39.45% 1,503,771 0.87
≡ APH - Amphenol Corp. Add 3.75% 94,418 0.11
≡ IDXX - IDEXX Laboratories Add 27.11% 2,220 0.01
≡ MSCI - MSCI Inc. Add 19.59% 1,810 0.01
≡ CLX - Clorox Co. Add 5.63% 3,780 0.01
≡ HOLX-OLD - Hologic Inc. Add 13.44% 6,900 0.00
≡ AON - Aon Plc Add 10.99% 970 0.00
≡ ROST - Ross Stores Inc. Add 5.61% 2,120 0.00
≡ KEYS - Keysight Technologies Inc. Add 4.82% 1,630 0.00
≡ G - Genpact Ltd. Add 3.83% 5,460 0.00
≡ TSCO - Tractor Supply Add 2.91% 3,100 0.00
≡ GIS - General Mills Add 2.01% 2,470 0.00
≡ CPB - Campbell's Co. Add 0.75% 1,000 0.00
Q1  2025
≡ ABT - Abbott Labs Add 1221.16% 1,262,407 1.85
≡ CDNS - Cadence Design Systems Add 29.89% 125,899 0.35
≡ CPRT - Copart Inc. Add 8.71% 305,496 0.19
≡ SHW - Sherwin-Williams Add 8.88% 47,410 0.18
≡ URI - United Rentals Buy 2,680 0.02
≡ CPB - Campbell's Co. Add 2.43% 3,140 0.00
≡ HOLX-OLD - Hologic Inc. Add 1.12% 570 0.00
Q4  2024
≡ CDNS - Cadence Design Systems Buy 421,257 1.15
≡ ROST - Ross Stores Inc. Buy 40,800 0.06
≡ HOLX-OLD - Hologic Inc. Buy 50,760 0.03
≡ CLX - Clorox Co. Add 21.22% 12,340 0.02
≡ DCI - Donaldson Co. Add 15.02% 10,070 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 10.17% 4,380 0.01
≡ ON - ON Semiconductor Corp. Add 17.51% 7,130 0.00
≡ IDXX - IDEXX Laboratories Add 11.50% 930 0.00
≡ APD - Air Products & Chemicals Add 10.71% 1,410 0.00
≡ VEEV - Veeva Systems Inc. Add 8.43% 1,960 0.00
≡ LEVI - Levi Strauss & Co. Add 6.12% 12,300 0.00
≡ GNTX - Gentex Corp. Add 3.95% 6,800 0.00
≡ KEYS - Keysight Technologies Inc. Add 3.72% 1,400 0.00
≡ CPB - Campbell's Co. Add 3.52% 4,400 0.00
≡ G - Genpact Ltd. Add 2.89% 5,500 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 0.83% 170 0.00
≡ AON - Aon Plc Add 0.80% 70 0.00
Q3  2024
≡ CPRT - Copart Inc. Add 2466.02% 3,398,423 1.49
≡ ZTS - Zoetis Inc. Add 9.40% 184,829 0.30
≡ CLX - Clorox Co. Add 106.11% 29,940 0.04