Jensen Investment Management — Recent Buys
Jensen Investment Management · New and increased positions in the Q2 '26 13F filing.
Filed August 7, 2026 · Last updated
Jensen Investment Management opened 1 new positions and increased 20 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.70B. Largest new position: Cintas Corporation at $56.7M.
New positions (1)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| CTAS | Cintas Corporation | 333630 | $56.7M | 1.38% |
Increased positions (20)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stk Cl A | 797098 | $284.9M | 6.91% | +-45.0% |
| MSFT | Microsoft Corp | 737144 | $275.0M | 6.67% | +-37.1% |
| AAPL | Apple, Inc. | 860969 | $249.1M | 6.04% | +-46.1% |
| KLAC | KLA Corporation | 790391 | $238.5M | 5.78% | +377.2% |
| MRSH | Marsh, Inc. | 984904 | $164.2M | 3.98% | +-14.4% |
| MSI | Motorola Solutions Inc. | 278721 | $115.8M | 2.81% | +64.4% |
| APH | Amphenol Corp | 614660 | $108.4M | 2.63% | +172.7% |
| ABT | Abbott Labs | 885262 | $80.3M | 1.95% | +-40.4% |
| TJX | TJX Companies Inc | 503180 | $76.2M | 1.85% | +2072.6% |
| ADP | Automatic Data Processing, Inc | 82492 | $18.5M | 0.45% | +-21.4% |
| KO | Coca-Cola Co | 111668 | $9.1M | 0.22% | +0.0% |
| AON | AON plc Registered Shs | 25789 | $8.6M | 0.21% | +0.9% |
| CLX | Clorox Company | 47805 | $4.6M | 0.11% | +3.6% |
| KEYS | Keysight Technologies, Inc. | 9127 | $3.2M | 0.08% | +-46.2% |
| FFIV | F5 Networks Inc. | 7470 | $3.1M | 0.08% | +-43.9% |
| INTU | Intuit Inc. | 7526 | $2.0M | 0.05% | +-92.7% |
| DOX | Amdocs Limited | 21660 | $1.1M | 0.03% | +21.5% |
| FICO | Fair Isaac Corporation | 740 | $884K | 0.02% | +-40.8% |
| UNH | Unitedhealth Group Inc | 859 | $357K | 0.01% | +-42.4% |
| HD | Home Depot, Inc. | 797 | $281K | 0.01% | +-45.5% |