Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2025
≡ ABT - Abbott Labs Add 1221.16% 1,262,407 1.85
≡ CDNS - Cadence Design Systems Add 29.89% 125,899 0.35
≡ SHW - Sherwin-Williams Add 8.88% 47,410 0.18
≡ CPRT - Copart Inc. Add 8.71% 305,496 0.19
≡ CPB - Campbell's Co. Add 2.43% 3,140 0.00
≡ HOLX - Hologic Inc. Add 1.12% 570 0.00
≡ URI - United Rentals Buy 2,680 0.02
≡ APH - Amphenol Corp. Reduce 0.08% 2,085 0.00
≡ WAT - Waters Corp. Reduce 0.18% 80 0.00
≡ ORCL - Oracle Corp. Reduce 0.19% 275 0.00
≡ RTX - RTX Corp. Reduce 0.45% 80 0.00
≡ CTSH - Cognizant Technology Solutions Reduce 0.48% 600 0.00
≡ KO - Coca Cola Co. Reduce 0.50% 630 0.00
≡ EMR - Emerson Electric Reduce 0.89% 830 0.00
≡ ECL - Ecolab Inc. Reduce 0.90% 628 0.00
≡ OMC - Omnicom Group Reduce 3.08% 2,430 0.00
≡ LIN - Linde plc Reduce 3.99% 60 0.00
≡ UPS - United Parcel Service Reduce 4.39% 1,004 0.00
≡ CLX - Clorox Co. Reduce 4.70% 3,310 0.01
≡ TJX - TJX Companies Inc. Reduce 5.08% 1,412 0.00
≡ GIS - General Mills Reduce 6.10% 7,970 0.01
≡ ROST - Ross Stores Inc. Reduce 7.33% 2,990 0.00
≡ IDXX - IDEXX Laboratories Reduce 9.20% 830 0.00
≡ BDX - Becton Dickinson Reduce 9.57% 1,410 0.00
≡ GNTX - Gentex Corp. Reduce 9.71% 17,380 0.00
≡ MSCI - MSCI Inc. Reduce 10.72% 1,110 0.01
≡ APD - Air Products & Chemicals Reduce 13.31% 1,940 0.01
≡ FDS - FactSet Research Systems Reduce 13.33% 1,600 0.01
≡ VEEV - Veeva Systems Inc. Reduce 13.33% 3,360 0.01
≡ EHC - Encompass Health Corp. Reduce 13.34% 10,900 0.01
≡ LEVI - Levi Strauss & Co. Reduce 13.35% 28,470 0.00
≡ TECH - Bio-Techne Corp. Reduce 13.35% 7,310 0.00
≡ TTC - Toro Co. Reduce 13.35% 6,080 0.00
≡ DCI - Donaldson Co. Reduce 13.36% 10,300 0.01
≡ KEYS - Keysight Technologies Inc. Reduce 13.36% 5,210 0.01
≡ ON - ON Semiconductor Corp. Reduce 13.36% 6,390 0.00
≡ EFX - Equifax Inc. Reduce 13.37% 164,607 0.44
≡ MANH - Manhattan Associates Reduce 13.41% 2,150 0.00
≡ MMC - Marsh & McLennan Reduce 13.51% 410,865 1.11
≡ MSFT - Microsoft Corp. Reduce 13.52% 277,841 1.15
≡ PG - Procter & Gamble Reduce 13.74% 237,684 0.45
≡ SYK - Stryker Corp. Reduce 13.95% 246,059 1.01
≡ WM - Waste Management Inc. Reduce 13.96% 206,784 0.53
≡ ZTS - Zoetis Inc. Reduce 14.22% 301,995 0.55
≡ GOOGL - Alphabet Inc. Reduce 14.23% 459,957 0.79
≡ BR - Broadridge Financial Solutions Reduce 14.52% 235,570 0.63
≡ INTU - Intuit Inc. Reduce 14.56% 141,310 0.96
≡ KLAC - KLA Corp. Reduce 14.56% 77,701 0.58
≡ MCD - McDonald's Corp. Reduce 14.58% 88,827 0.31
≡ AAPL - Apple Inc. Reduce 15.10% 502,867 1.23
≡ UNH - United Health Group Inc. Reduce 15.18% 108,689 0.63
≡ CCK - Crown Holdings Reduce 15.56% 13,900 0.01
≡ TSCO - Tractor Supply Reduce 15.66% 19,760 0.01
≡ BBY - Best Buy Co. Inc. Reduce 16.70% 9,500 0.01
≡ GPC - Genuine Parts Reduce 18.28% 5,950 0.01
≡ CHD - Church & Dwight Reduce 18.62% 10,430 0.01
≡ ACN - Accenture Reduce 19.57% 446,763 1.54
≡ LH - Labcorp Holdings Inc. Reduce 22.06% 8,070 0.02
≡ BAH - Booz Allen Hamilton Hldg Corp. Reduce 22.26% 10,560 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 22.70% 376,852 1.27
≡ MA - Mastercard Inc. Reduce 26.84% 252,734 1.53
≡ G - Genpact Ltd. Reduce 26.98% 52,750 0.03
≡ MCHP - Microchip Technology Reduce 27.41% 10,650 0.01
≡ KR - Kroger Co. Reduce 30.08% 36,290 0.03
≡ NKE - NIKE Inc. Reduce 32.09% 1,087,001 0.76
≡ FFIV - F5 Networks Reduce 32.72% 7,290 0.02
≡ VRSK - Verisk Analytics Inc. Reduce 33.65% 166,971 0.55
≡ TXN - Texas Instruments Reduce 36.04% 661,575 1.31
≡ HD - Home Depot Reduce 37.61% 182,114 0.74
≡ PEP - PepsiCo Inc. Reduce 58.03% 1,482,348 2.46
≡ JNJ - Johnson & Johnson Reduce 59.95% 920,015 1.69
≡ LII - Lennox International Reduce 62.54% 3,740 0.02
≡ SBUX - Starbucks Corp. Reduce 80.73% 24,398 0.04
≡ MMS - MAXIMUS Inc. Sell 100.00% 44,220 0.03
≡ BALL - Ball Corp. Sell 100.00% 44,441 0.02
Q4  2024
≡ CLX - Clorox Co. Add 21.22% 12,340 0.02
≡ ON - ON Semiconductor Corp. Add 17.51% 7,130 0.00
≡ DCI - Donaldson Co. Add 15.02% 10,070 0.01
≡ IDXX - IDEXX Laboratories Add 11.50% 930 0.00
≡ APD - Air Products & Chemicals Add 10.71% 1,410 0.00
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 10.17% 4,380 0.01
≡ 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
≡ CDNS - Cadence Design Systems Buy 421,257 1.15
≡ ROST - Ross Stores Inc. Buy 40,800 0.06
≡ HOLX - Hologic Inc. Buy 50,760 0.03
≡ MMC - Marsh & McLennan Reduce 0.34% 10,280 0.02
≡ OMC - Omnicom Group Reduce 0.34% 270 0.00
≡ TJX - TJX Companies Inc. Reduce 0.64% 180 0.00
≡ KO - Coca Cola Co. Reduce 0.69% 870 0.00
≡ CPRT - Copart Inc. Reduce 0.84% 29,639 0.02
≡ EFX - Equifax Inc. Reduce 0.88% 10,901 0.03
≡ ECL - Ecolab Inc. Reduce 1.07% 750 0.00
≡ ORCL - Oracle Corp. Reduce 1.15% 1,720 0.00