Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2023
≡ RMD - ResMed Inc. Reduce 49.24% 11,370 0.01
≡ MMS - MAXIMUS Inc. Reduce 57.03% 36,010 0.03
≡ TJX - TJX Companies Inc. Reduce 73.10% 1,355,281 0.95
≡ BDX - Becton Dickinson Reduce 92.33% 708,376 1.44
≡ UPS - United Parcel Service Reduce 96.98% 1,442,820 1.93
Q2  2023
≡ TSCO - Tractor Supply Add 250.61% 14,460 0.02
≡ WAT - Waters Corp. Add 19.56% 8,960 0.02
≡ AON - Aon Plc Add 17.56% 720 0.00
≡ RMD - ResMed Inc. Add 17.51% 3,440 0.01
≡ G - Genpact Ltd. Add 17.29% 19,090 0.01
≡ 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
≡ ACN - Accenture Add 1.25% 31,176 0.07
≡ PFE - Pfizer Inc. Add 1.25% 145,243 0.04
≡ MMC - Marsh & McLennan Add 1.23% 35,596 0.05
≡ WM - Waste Management Inc. Add 1.23% 20,900 0.03
≡ UNH - United Health Group Inc. Add 1.20% 16,143 0.06
≡ SYK - Stryker Corp. Add 1.19% 30,335 0.07
≡ HD - Home Depot Add 1.19% 12,240 0.03
≡ JNJ - Johnson & Johnson Add 1.17% 32,620 0.04
≡ PEP - PepsiCo Inc. Add 1.15% 54,366 0.07
≡ SBUX - Starbucks Corp. Add 1.12% 53,267 0.04
≡ TXN - Texas Instruments Add 1.11% 24,426 0.03
≡ NKE - NIKE Inc. Add 1.09% 51,797 0.04
≡ BR - Broadridge Financial Solutions Add 1.05% 18,465 0.02
≡ MA - Mastercard Inc. Add 1.04% 10,846 0.03
≡ AAPL - Apple Inc. Add 1.03% 42,008 0.06
≡ GOOGL - Alphabet Inc. Add 1.00% 62,109 0.05
≡ MCO - Moody's Corp. Add 0.99% 7,070 0.02
≡ UPS - United Parcel Service Add 0.99% 14,565 0.02
≡ PG - Procter & Gamble Add 0.97% 23,659 0.03
≡ APH - Amphenol Corp. Add 0.97% 33,443 0.02
≡ INTU - Intuit Inc. Add 0.94% 10,191 0.03
≡ ADP - Automatic Data Processing Inc. Add 0.92% 19,047 0.03
≡ EFX - Equifax Inc. Add 0.85% 13,165 0.02
≡ VRSK - Verisk Analytics Inc. Add 0.82% 7,675 0.01
≡ BALL - Ball Corp. Add 0.78% 23,441 0.01
≡ TSM - Taiwan Semiconductor S.A. Add 0.40% 70 0.00
≡ KLAC - KLA Corp. Buy 424,723 1.51
≡ KEYS - Keysight Technologies Inc. Buy 18,700 0.02
≡ 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 - Laboratory Corp. of America Hldgs 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
≡ MSFT - Microsoft Corp. Reduce 5.19% 160,129 0.40
≡ 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
≡ 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
≡ MANH - Manhattan Associates Reduce 27.46% 12,120 0.02
≡ CPRT - Copart Inc. Reduce 27.91% 58,160 0.02
≡ TJX - TJX Companies Inc. Reduce 36.83% 1,080,953 0.67
≡ LIN - Linde plc Reduce 42.06% 1,142 0.00
≡ BDX - Becton Dickinson Reduce 43.33% 586,632 1.14
≡ HAS - Hasbro Inc. Sell 100.00% 71,470 0.03
Q1  2023
≡ K - Kellanova Add 31.72% 20,540 0.01
≡ LII - Lennox International Add 27.48% 4,630 0.01
≡ KR - Kroger Co. Add 13.21% 17,180 0.01
≡ AON - Aon Plc Add 12.64% 460 0.00
≡ RMD - ResMed Inc. Add 12.48% 2,180 0.00
≡ CRL - Charles River Labs Add 11.70% 2,700 0.00
≡ MMC - Marsh & McLennan Add 10.67% 279,134 0.36
≡ PFE - Pfizer Inc. Add 10.37% 1,091,421 0.35
≡ INTU - Intuit Inc. Add 7.39% 74,522 0.26
≡ ACN - Accenture Add 6.28% 147,301 0.33
≡ TXN - Texas Instruments Add 4.61% 96,602 0.14
≡ SBUX - Starbucks Corp. Add 4.12% 188,513 0.15
≡ G - Genpact Ltd. Add 3.80% 4,040 0.00
≡ GIS - General Mills Add 2.27% 2,330 0.00
≡ TECH - Bio-Techne Corp. Buy 37,270 0.02
≡ CL - Colgate-Palmolive Reduce 0.20% 200 0.00
≡ ABT - Abbott Labs Reduce 0.26% 272 0.00