Jensen Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2023
≡ 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
Q4  2022
≡ CRL - Charles River Labs Add 32.87% 5,710 0.01
≡ APH - Amphenol Corp. Add 23.12% 668,632 0.40
≡ INTU - Intuit Inc. Add 21.59% 179,068 0.55
≡ UPS - United Parcel Service Add 20.25% 257,067 0.35
≡ POOL - Pool Corp. Add 20.08% 1,470 0.00
≡ MMC - Marsh & McLennan Add 17.96% 398,179 0.51
≡ ACN - Accenture Add 16.80% 337,550 0.70
≡ MANH - Manhattan Associates Add 16.28% 6,180 0.01
≡ TXN - Texas Instruments Add 16.22% 292,464 0.38
≡ UNH - United Health Group Inc. Add 15.38% 185,736 0.77
≡ TSM - Taiwan Semiconductor S.A. Add 14.57% 2,380 0.00
≡ MMS - MAXIMUS Inc. Add 11.81% 6,880 0.00
≡ K - Kellanova Add 11.44% 6,650 0.00
≡ BR - Broadridge Financial Solutions Add 5.96% 102,405 0.11
≡ HD - Home Depot Add 5.52% 55,863 0.14
≡ PFE - Pfizer Inc. Add 5.51% 549,885 0.22
≡ WM - Waste Management Inc. Add 5.50% 92,079 0.11
≡ SBUX - Starbucks Corp. Add 5.49% 238,317 0.18
≡ GOOGL - Alphabet Inc. Add 5.45% 364,710 0.25
≡ SYK - Stryker Corp. Add 5.43% 135,797 0.26
≡ VRSK - Verisk Analytics Inc. Add 5.42% 49,965 0.07
≡ MA - Mastercard Inc. Add 5.28% 53,805 0.15
≡ NKE - NIKE Inc. Add 5.25% 245,593 0.22
≡ PG - Procter & Gamble Add 5.16% 123,966 0.15
≡ MSFT - Microsoft Corp. Add 5.07% 153,877 0.29
≡ EFX - Equifax Inc. Add 4.79% 73,605 0.11
≡ PEP - PepsiCo Inc. Add 2.69% 128,903 0.18
≡ AAPL - Apple Inc. Add 0.55% 23,120 0.02
≡ ADBE - Adobe Inc. Add 0.50% 224 0.00
≡ BALL - Ball Corp. Add 0.29% 8,995 0.00
≡ MCO - Moody's Corp. Add 0.24% 1,750 0.00
≡ ORCL - Oracle Corp. Add 0.19% 315 0.00
≡ AON - Aon Plc Buy 3,640 0.01
≡ RS - Reliance Steel & Aluminum Buy 1,140 0.00
≡ SPY - SPDR S&P 500 ETF Trust Buy 630 0.00
Q3  2022
≡ CRL - Charles River Labs Add 100.58% 8,710 0.02
≡ APH - Amphenol Corp. Add 23.98% 559,315 0.33
≡ BALL - Ball Corp. Add 20.25% 522,725 0.22
≡ MCO - Moody's Corp. Add 16.17% 102,255 0.22
≡ EFX - Equifax Inc. Add 13.59% 184,030 0.28
≡ HD - Home Depot Add 11.22% 102,155 0.25
≡ KR - Kroger Co. Add 9.22% 10,980 0.00
≡ MMC - Marsh & McLennan Add 8.81% 179,485 0.23
≡ UNH - United Health Group Inc. Add 8.41% 93,674 0.41
≡ NKE - NIKE Inc. Add 7.44% 324,311 0.23
≡ POOL - Pool Corp. Add 7.33% 500 0.00
≡ TSM - Taiwan Semiconductor S.A. Add 1.87% 300 0.00
Q2  2022
≡ TTC - Toro Co. Add 48.98% 12,740 0.01
≡ MMC - Marsh & McLennan Add 27.50% 439,485 0.57
≡ APH - Amphenol Corp. Add 26.71% 491,711 0.26
≡ VRSK - Verisk Analytics Inc. Add 24.36% 184,371 0.26
≡ POOL - Pool Corp. Add 24.00% 1,320 0.00
≡ MCO - Moody's Corp. Add 23.20% 119,070 0.27
≡ RMD - ResMed Inc. Add 17.37% 2,700 0.00
≡ ACN - Accenture Add 14.58% 256,392 0.59
≡ TSM - Taiwan Semiconductor S.A. Add 14.41% 2,020 0.00
≡ LH - Labcorp Holdings Inc. Add 8.12% 2,540 0.01
≡ CCK - Crown Holdings Add 5.16% 3,940 0.00
≡ EHC - Encompass Health Corp. Add 5.15% 6,520 0.00
≡ INTU - Intuit Inc. Add 3.56% 28,565 0.09
≡ PFE - Pfizer Inc. Add 3.42% 332,121 0.14
≡ BDX - Becton Dickinson Add 3.36% 69,449 0.14
≡ HD - Home Depot Add 3.30% 29,076 0.07
≡ TXN - Texas Instruments Add 3.30% 57,825 0.07
≡ PG - Procter & Gamble Add 3.24% 75,606 0.09
≡ MA - Mastercard Inc. Add 3.23% 31,976 0.08
≡ TJX - TJX Companies Inc. Add 3.21% 133,295 0.06
≡ NKE - NIKE Inc. Add 3.19% 134,541 0.11
≡ WM - Waste Management Inc. Add 3.19% 51,974 0.07
≡ SYK - Stryker Corp. Add 3.12% 76,025 0.13
≡ GOOGL - Alphabet Inc. Add 3.10% 201,300 0.18
≡ ADP - Automatic Data Processing Inc. Add 3.09% 68,200 0.12
≡ BR - Broadridge Financial Solutions Add 3.09% 52,040 0.06
≡ EFX - Equifax Inc. Add 3.09% 40,549 0.06
≡ UPS - United Parcel Service Add 3.08% 38,064 0.06
≡ MSFT - Microsoft Corp. Add 3.06% 90,314 0.19
≡ AAPL - Apple Inc. Add 3.06% 124,909 0.14
≡ SBUX - Starbucks Corp. Add 3.03% 127,926 0.08
≡ ABBV - AbbVie Inc. Add 1.27% 300 0.00
≡ KO - Coca Cola Co. Add 0.50% 650 0.00
≡ CL - Colgate-Palmolive Add 0.20% 200 0.00
≡ BALL - Ball Corp. Buy 2,581,210 1.47
≡ G - Genpact Ltd. Buy 106,380 0.04
≡ CRL - Charles River Labs Buy 8,660 0.02
≡ WSM - Williams-Sonoma Inc. Buy 15,360 0.01
Q1  2022
≡ URI - United Rentals Add 100.00% 6,670 0.02
≡ RMD - ResMed Inc. Add 95.23% 7,580 0.01