Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ CPRT - Copart Inc. Add 2466.02% 3,398,423 1.49
≡ CLX - Clorox Co. Add 106.11% 29,940 0.04
≡ APD - Air Products & Chemicals Add 65.04% 5,190 0.01
≡ IDXX - IDEXX Laboratories Add 58.01% 2,970 0.01
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 39.35% 12,160 0.02
≡ LEVI - Levi Strauss & Co. Add 36.13% 53,340 0.01
≡ ON - ON Semiconductor Corp. Add 20.12% 6,820 0.00
≡ DCI - Donaldson Co. Add 18.11% 10,280 0.01
≡ ULTA - Ulta Beauty Inc. Add 17.90% 1,720 0.01
≡ TTC - Toro Co. Add 17.58% 6,810 0.00
≡ GPC - Genuine Parts Add 13.71% 5,840 0.01
≡ MSCI - MSCI Inc. Add 11.65% 1,080 0.01
≡ FDS - FactSet Research Systems Add 11.63% 1,250 0.01
≡ GNTX - Gentex Corp. Add 11.17% 17,300 0.00
≡ VEEV - Veeva Systems Inc. Add 9.52% 2,021 0.00
≡ ZTS - Zoetis Inc. Add 9.40% 184,829 0.30
≡ KEYS - Keysight Technologies Inc. Add 8.54% 2,960 0.00
≡ CCK - Crown Holdings Add 7.77% 7,280 0.01
≡ G - Genpact Ltd. Add 6.39% 11,410 0.00
≡ GIS - General Mills Add 6.02% 7,420 0.00
≡ TECH - Bio-Techne Corp. Add 5.19% 2,700 0.00
≡ CPB - Campbell Soup Add 3.48% 4,200 0.00
≡ TSCO - Tractor Supply Add 3.15% 770 0.00
≡ LH - Labcorp Holdings Inc. Add 2.52% 900 0.00
≡ MAR - Marriott Int'l. Buy 3,190 0.01
Q2  2024
≡ MCD - McDonald's Corp. Add 51.83% 223,563 0.47
≡ MSCI - MSCI Inc. Add 51.22% 3,140 0.01
≡ ZTS - Zoetis Inc. Add 25.17% 395,192 0.56
≡ FFIV - F5 Networks Add 18.07% 4,110 0.01
≡ AON - Aon Plc Add 16.80% 1,260 0.00
≡ ULTA - Ulta Beauty Inc. Add 16.20% 1,340 0.00
≡ LH - Labcorp Holdings Inc. Add 10.50% 3,390 0.01
≡ ON - ON Semiconductor Corp. Add 9.22% 2,860 0.00
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 8.88% 2,520 0.00
≡ KEYS - Keysight Technologies Inc. Add 8.79% 2,800 0.00
≡ KLAC - KLA Corp. Add 4.02% 22,045 0.15
≡ CCK - Crown Holdings Add 2.64% 2,410 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 1.64% 328 0.00
≡ MMC - Marsh & McLennan Add 1.26% 40,182 0.07
≡ ACN - Accenture Add 1.10% 26,629 0.07
≡ KR - Kroger Co. Add 0.37% 450 0.00
≡ SHW - Sherwin-Williams Buy 568,878 1.39
≡ VEEV - Veeva Systems Inc. Buy 21,230 0.03
≡ APD - Air Products & Chemicals Buy 7,980 0.02
≡ IDXX - IDEXX Laboratories Buy 5,120 0.02
≡ SOLV - Solventum Corp Buy 6,635 0.00
Q1  2024
≡ BAH - Booz Allen Hamilton Hldg Corp. Add 74.00% 12,070 0.01
≡ MMS - MAXIMUS Inc. Add 45.80% 13,890 0.01
≡ AON - Aon Plc Add 40.45% 2,160 0.01
≡ CPB - Campbell Soup Add 16.84% 17,418 0.01
≡ G - Genpact Ltd. Add 16.66% 25,505 0.01
≡ K - Kellanova Add 14.53% 12,747 0.01
≡ BBY - Best Buy Co. Inc. Add 13.62% 9,165 0.01
≡ CCK - Crown Holdings Add 11.76% 9,598 0.01
≡ TSM - Taiwan Semiconductor S.A. Add 10.29% 1,870 0.00
≡ MMC - Marsh & McLennan Add 8.04% 237,071 0.37
≡ ULTA - Ulta Beauty Inc. Add 7.26% 560 0.00
≡ KLAC - KLA Corp. Add 0.04% 200 0.00
≡ ZTS - Zoetis Inc. Buy 1,570,349 2.03
≡ MCD - McDonald's Corp. Buy 431,362 0.93
≡ MSCI - MSCI Inc. Buy 6,130 0.03
≡ ON - ON Semiconductor Corp. Buy 31,030 0.02
Q4  2023
≡ DCI - Donaldson Co. Add 34.95% 14,700 0.01
≡ CPB - Campbell Soup Add 24.88% 20,600 0.01
≡ TECH - Bio-Techne Corp. Add 23.95% 10,060 0.01
≡ KEYS - Keysight Technologies Inc. Add 16.92% 4,610 0.01
≡ GPC - Genuine Parts Add 13.51% 5,280 0.01
≡ MMS - MAXIMUS Inc. Add 11.80% 3,200 0.00
≡ TSCO - Tractor Supply Add 8.94% 2,150 0.00
≡ TTC - Toro Co. Add 5.76% 2,110 0.00
≡ G - Genpact Ltd. Add 5.14% 7,480 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 3.18% 560 0.00
≡ GIS - General Mills Add 2.53% 3,041 0.00
≡ AON - Aon Plc Add 2.10% 110 0.00
≡ K - Kellanova Add 1.60% 1,380 0.00
≡ CCK - Crown Holdings Add 1.00% 810 0.00
≡ ULTA - Ulta Beauty Inc. Buy 7,710 0.03
Q3  2023
≡ CPB - Campbell Soup Add 56.87% 30,020 0.01
≡ KEYS - Keysight Technologies Inc. Add 45.67% 8,540 0.01
≡ WSM - Williams-Sonoma Inc. Add 32.25% 11,100 0.01
≡ KLAC - KLA Corp. Add 31.87% 135,352 0.49
≡ GIS - General Mills Add 22.06% 21,730 0.01
≡ TSCO - Tractor Supply Add 18.88% 3,820 0.01
≡ G - Genpact Ltd. Add 12.42% 16,080 0.00
≡ EFX - Equifax Inc. Add 11.34% 178,224 0.26
≡ WAT - Waters Corp. Add 8.55% 4,680 0.01
≡ AON - Aon Plc Add 8.51% 410 0.00
≡ GPC - Genuine Parts Add 6.34% 2,330 0.00
≡ BALL - Ball Corp. Add 3.15% 95,415 0.04
≡ PFE - Pfizer Inc. Add 3.00% 353,202 0.09
≡ MMC - Marsh & McLennan Add 2.94% 86,282 0.13
≡ TXN - Texas Instruments Add 2.94% 65,151 0.08
≡ INTU - Intuit Inc. Add 2.87% 31,350 0.13
≡ UNH - United Health Group Inc. Add 2.82% 38,440 0.15
≡ MA - Mastercard Inc. Add 2.79% 29,315 0.09
≡ ACN - Accenture Add 2.77% 69,812 0.17
≡ SBUX - Starbucks Corp. Add 2.77% 133,620 0.10
≡ HD - Home Depot Add 2.72% 28,350 0.07
≡ GOOGL - Alphabet Inc. Add 2.66% 166,590 0.17
≡ PEP - PepsiCo Inc. Add 2.66% 127,564 0.17