What Jensen Investment Management Bought in Q1 2025
Jensen Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$9.04B
Total Value
84
Holdings
0
New Buys
0
Reduced
In Q1 2025, Jensen Investment Management reported 84 long equity positions worth $9.04B in their Jensen Investment Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1777503 | $667.3M | 7.38% | — |
| 2 | MRSH | Marsh & McLennan Company Inc | 2629686 | $641.7M | 7.10% | — |
| 3 | AAPL | Apple, Inc. | 2826376 | $627.8M | 6.94% | — |
| 4 | ACN | Accenture plc Class A | 1835563 | $572.8M | 6.33% | — |
| 5 | SYK | Stryker Corp | 1517463 | $564.9M | 6.25% | — |
| 6 | INTU | Intuit Inc. | 829379 | $509.2M | 5.63% | — |
| 7 | GOOGL | Alphabet Inc Cap Stk Cl A | 2771379 | $428.6M | 4.74% | — |
| 8 | ADP | Automatic Data Processing, Inc | 1283564 | $392.2M | 4.34% | — |
| 9 | MA | Mastercard Inc | 688859 | $377.6M | 4.18% | — |
| 10 | BR | Broadridge Financial Solutions | 1386609 | $336.2M | 3.72% | — |
| 11 | UNH | Unitedhealth Group Inc | 607378 | $318.1M | 3.52% | — |
| 12 | KLAC | KLA Corporation | 456126 | $310.1M | 3.43% | — |
| 13 | ZTS | Zoetis, Inc. | 1821403 | $299.9M | 3.32% | — |
| 14 | WM | Waste Management | 1274581 | $295.1M | 3.26% | — |
| 15 | EFX | Equifax Inc | 1066437 | $259.7M | 2.87% | — |
| 16 | PG | Procter & Gamble Co | 1491809 | $254.2M | 2.81% | — |
| 17 | CPRT | Copart Inc. | 3812090 | $215.7M | 2.39% | — |
| 18 | TXN | Texas Instruments Inc | 1174106 | $211.0M | 2.33% | — |
| 19 | SHW | Sherwin-Williams Co | 581472 | $203.0M | 2.25% | — |
| 20 | ABT | Abbott Labs | 1365785 | $181.2M | 2.00% | — |
| 21 | APH | Amphenol Corp | 2517591 | $165.1M | 1.83% | — |
| 22 | MCD | McDonald's Corp. | 520282 | $162.5M | 1.80% | — |
| 23 | PEP | PepsiCo Inc. | 1071955 | $160.7M | 1.78% | — |
| 24 | NKE | Nike Inc | 2300636 | $146.0M | 1.61% | — |
| 25 | CDNS | Cadence Design Systems, Inc. | 547156 | $139.2M | 1.54% | — |
| 26 | HD | Home Depot Inc. | 302128 | $110.7M | 1.22% | — |
| 27 | JNJ | Johnson & Johnson | 614750 | $102.0M | 1.13% | — |
| 28 | VRSK | Verisk Analytics Inc | 329275 | $98.0M | 1.08% | — |
| 29 | ORCL | Oracle Corp | 147089 | $20.6M | 0.23% | — |
| 30 | ECL | Ecolab Inc | 68986 | $17.5M | 0.19% | — |
| 31 | ADBE | Adobe Systems, Inc. | 43992 | $16.9M | 0.19% | — |
| 32 | WAT | Waters Corp | 44332 | $16.3M | 0.18% | — |
| 33 | EMR | Emerson Elec Co | 92600 | $10.2M | 0.11% | — |
| 34 | CLX | Clorox Company | 67185 | $9.9M | 0.11% | — |
| 35 | CTSH | Cognizant Technology Solutions | 125009 | $9.6M | 0.11% | — |
| 36 | CL | Colgate Palmolive Co | 97759 | $9.2M | 0.10% | — |
| 37 | KO | Coca-Cola Company | 124728 | $8.9M | 0.10% | — |
| 38 | GIS | General Mills Inc. | 122745 | $7.3M | 0.08% | — |
| 39 | G | Genpact Limited | 142735 | $7.2M | 0.08% | — |
| 40 | EHC | Encompass Health Corp | 70830 | $7.2M | 0.08% | — |
| 41 | CCK | Crown Holdings Inc. | 75418 | $6.7M | 0.07% | — |
| 42 | LH | Labcorp Holdings, Inc. | 28520 | $6.6M | 0.07% | — |
| 43 | OMC | Omnicom Group Inc | 76566 | $6.3M | 0.07% | — |
| 44 | TSCO | Tractor Supply Co | 106390 | $5.9M | 0.06% | — |
| 45 | KR | Kroger Company | 84340 | $5.7M | 0.06% | — |
| 46 | CPB | Campbell Soup Company | 132568 | $5.3M | 0.06% | — |
| 47 | MSCI | MSCI, Inc. | 9240 | $5.2M | 0.06% | — |
| 48 | KEYS | Keysight Technologies, Inc. | 33800 | $5.1M | 0.06% | — |
| 49 | VEEV | Veeva Systems Inc. Class A | 21851 | $5.1M | 0.06% | — |
| 50 | CHD | Church & Dwight Co Inc | 45580 | $5.0M | 0.06% | — |
| 51 | ROST | Ross Stores Inc | 37810 | $4.8M | 0.05% | — |
| 52 | FDS | FactSet Research Systems Inc. | 10400 | $4.7M | 0.05% | — |
| 53 | ABBV | AbbVie Inc. | 22227 | $4.7M | 0.05% | — |
| 54 | DCI | Donaldson Co. Inc. | 66810 | $4.5M | 0.05% | — |
| 55 | MMM | 3M Co. | 27840 | $4.1M | 0.05% | — |
| 56 | FFIV | F5 Networks Inc. | 14990 | $4.0M | 0.04% | — |
| 57 | BAH | Booz Allen Hamilton Holding Co | 36880 | $3.9M | 0.04% | — |
| 58 | GNTX | Gentex Corporation | 161540 | $3.8M | 0.04% | — |
| 59 | APD | Air Products & Chemicals | 12640 | $3.7M | 0.04% | — |
| 60 | AON | AON plc Registered Shs | 8830 | $3.5M | 0.04% | — |
| 61 | BBY | Best Buy Co. Inc. | 47375 | $3.5M | 0.04% | — |
| 62 | IDXX | Idexx Laboratories Inc. | 8190 | $3.4M | 0.04% | — |
| 63 | TSM | Taiwan Semiconductor Manuf ADR | 20538 | $3.4M | 0.04% | — |
| 64 | TJX | TJX Companies Inc | 26359 | $3.2M | 0.04% | — |
| 65 | HOLX | Hologic Inc. | 51330 | $3.2M | 0.04% | — |
| 66 | GPC | Genuine Parts Company | 26604 | $3.2M | 0.04% | — |
| 67 | BDX | Becton Dickinson & Co. | 13322 | $3.1M | 0.03% | — |
| 68 | TROW | T Rowe Price Group Inc | 31950 | $2.9M | 0.03% | — |
| 69 | LEVI | Levi Strauss & Co | 184800 | $2.9M | 0.03% | — |
| 70 | TTC | Toro Company | 39470 | $2.9M | 0.03% | — |
| 71 | TECH | Techne Corp | 47450 | $2.8M | 0.03% | — |
| 72 | UPS | United Parcel Svc Cl B | 21870 | $2.4M | 0.03% | — |
| 73 | MANH | Manhattan Associates, Inc. | 13880 | $2.4M | 0.03% | — |
| 74 | RTX | Raytheon Technologies Corp | 17676 | $2.3M | 0.03% | — |
| 75 | ON | ON Semiconductor Corp | 41450 | $1.7M | 0.02% | — |
| 76 | URI | United Rentals, Inc. | 2680 | $1.7M | 0.02% | — |
| 77 | BMY | Bristol-Myers Squibb | 26375 | $1.6M | 0.02% | — |
| 78 | PAYX | Paychex Inc. | 9830 | $1.5M | 0.02% | — |
| 79 | MCHPP | Microchip Technology Inc | 28200 | $1.4M | 0.02% | — |
| 80 | LII | Lennox International Inc. | 2240 | $1.3M | 0.01% | — |
| 81 | K | Kellanova | 11432 | $943K | 0.01% | — |
| 82 | MAR | Marriott International Inc | 2970 | $707K | 0.01% | — |
| 83 | LIN | Linde plc | 1445 | $673K | 0.01% | — |
| 84 | SBUX | Starbucks Corp | 5823 | $571K | 0.01% | — |