What Jensen Investment Management Bought in Q1 2026
Jensen Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$5.07B
Total Value
84
Holdings
0
New Buys
47
Reduced
In Q1 2026, Jensen Investment Management reported 84 long equity positions worth $5.07B in their Jensen Investment Management 13F filing and 20 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1171009 | $433.5M | 8.55% | -11.7% |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 1449021 | $416.7M | 8.21% | -5.4% |
| 3 | AAPL | Apple, Inc. | 1595941 | $405.0M | 7.98% | -19.3% |
| 4 | NVDA | NVIDIA Corp | 1632015 | $284.6M | 5.61% | -27.6% |
| 5 | AMZN | Amazon.com Inc. | 1219422 | $254.0M | 5.01% | +7.6% |
| 6 | MA | Mastercard Inc | 490929 | $245.3M | 4.84% | +1.7% |
| 7 | KLAC | KLA Corporation | 165632 | $243.9M | 4.81% | -12.6% |
| 8 | SYK | Stryker Corp | 696367 | $228.8M | 4.51% | -4.8% |
| 9 | LLY | Eli Lilly & Co. | 230671 | $212.2M | 4.18% | -7.7% |
| 10 | SHW | Sherwin-Williams Co | 626286 | $200.8M | 3.96% | +1.3% |
| 11 | MRSH | Marsh, Inc. | 1151204 | $199.7M | 3.94% | +6.2% |
| 12 | META | Meta Platforms, Inc. Class A | 341147 | $195.2M | 3.85% | -6.8% |
| 13 | ABT | Abbott Labs | 1486036 | $152.6M | 3.01% | -20.7% |
| 14 | WM | Waste Management | 651328 | $149.7M | 2.95% | +-34.9% |
| 15 | PG | Procter & Gamble Co | 997406 | $144.1M | 2.84% | +-22.2% |
| 16 | EFX | Equifax Inc | 783100 | $141.0M | 2.78% | -5.0% |
| 17 | CDNS | Cadence Design Systems, Inc. | 505861 | $140.6M | 2.77% | -4.5% |
| 18 | BR | Broadridge Financial Solutions | 855784 | $139.0M | 2.74% | +11.2% |
| 19 | AVGO | Broadcom, Inc. | 445649 | $137.9M | 2.72% | +149.7% |
| 20 | VEEV | Veeva Systems Inc. Class A | 566467 | $99.5M | 1.96% | +83.5% |
| 21 | VRSK | Verisk Analytics Inc | 481494 | $91.4M | 1.80% | +8.1% |
| 22 | MCD | McDonald's Corp. | 276262 | $85.9M | 1.69% | -37.7% |
| 23 | MSI | Motorola Solutions Inc. | 169491 | $73.6M | 1.45% | -3.3% |
| 24 | CPRT | Copart Inc. | 1603423 | $53.2M | 1.05% | -26.1% |
| 25 | INTU | Intuit Inc. | 103535 | $44.8M | 0.88% | -62.1% |
| 26 | APH | Amphenol Corp | 225363 | $28.5M | 0.56% | -2.2% |
| 27 | ADP | Automatic Data Processing, Inc | 104897 | $21.3M | 0.42% | -83.4% |
| 28 | ORCL | Oracle Corp | 120790 | $17.8M | 0.35% | -2.9% |
| 29 | ECL | Ecolab Inc | 58860 | $15.7M | 0.31% | -1.8% |
| 30 | JGRW | Jensen Quality Growth ETF | 574732 | $14.0M | 0.28% | +11.0% |
| 31 | PEP | PepsiCo Inc. | 81335 | $12.6M | 0.25% | -0.8% |
| 32 | ACN | Accenture plc Class A | 58324 | $11.6M | 0.23% | -12.2% |
| 33 | WAT | Waters Corp | 38766 | $11.5M | 0.23% | +0.1% |
| 34 | CL | Colgate-Palmolive Co | 118640 | $10.1M | 0.20% | -0.2% |
| 35 | EMR | Emerson Elec Co | 74490 | $9.8M | 0.19% | -0.5% |
| 36 | KO | Coca-Cola Co | 111651 | $8.5M | 0.17% | -0.0% |
| 37 | AON | AON plc Registered Shs | 25569 | $8.3M | 0.16% | +141.1% |
| 38 | ADBE | Adobe Inc | 33832 | $8.2M | 0.16% | -2.2% |
| 39 | CTSH | Cognizant Technology Solutions | 106417 | $6.5M | 0.13% | -1.2% |
| 40 | CCK | Crown Holdings Inc. | 56903 | $5.7M | 0.11% | — |
| 41 | TSM | Taiwan Semiconductor Manuf | 16427 | $5.6M | 0.11% | -4.0% |
| 42 | LH | Labcorp Holdings, Inc. | 18480 | $4.9M | 0.10% | -19.0% |
| 43 | EHC | Encompass Health Corp | 50660 | $4.9M | 0.10% | — |
| 44 | KR | Kroger Company | 66270 | $4.8M | 0.09% | -17.4% |
| 45 | KEYS | Keysight Technologies, Inc. | 16962 | $4.8M | 0.09% | -38.8% |
| 46 | CLX | Clorox Company | 46165 | $4.8M | 0.09% | -32.6% |
| 47 | ROST | Ross Stores Inc | 22024 | $4.8M | 0.09% | -18.3% |
| 48 | TSCO | Tractor Supply Co | 97780 | $4.4M | 0.09% | — |
| 49 | MSCI | MSCI, Inc. | 7750 | $4.2M | 0.08% | -21.3% |
| 50 | MMM | 3M Co. | 27629 | $4.0M | 0.08% | -0.7% |
| 51 | NKE | Nike Inc | 74924 | $4.0M | 0.08% | -2.4% |
| 52 | FFIV | F5 Networks Inc. | 13320 | $3.9M | 0.08% | -5.5% |
| 53 | TJX | TJX Companies Inc | 23160 | $3.7M | 0.07% | +0.0% |
| 54 | G | Genpact Limited | 92985 | $3.5M | 0.07% | +-20.3% |
| 55 | GWW | W.W. Grainger Inc. | 3140 | $3.4M | 0.07% | — |
| 56 | RTX | Raytheon Technologies Corp | 17607 | $3.4M | 0.07% | — |
| 57 | CHD | Church & Dwight Co Inc | 34550 | $3.2M | 0.06% | — |
| 58 | GNTX | Gentex Corporation | 133540 | $2.9M | 0.06% | — |
| 59 | TROW | T Rowe Price Group Inc | 31950 | $2.9M | 0.06% | — |
| 60 | LEVI | Levi Strauss & Co | 139440 | $2.6M | 0.05% | +17.5% |
| 61 | ABBV | AbbVie Inc. | 11144 | $2.4M | 0.05% | — |
| 62 | JNJ | Johnson & Johnson | 9767 | $2.4M | 0.05% | +-4.9% |
| 63 | APD | Air Products & Chemicals | 7695 | $2.2M | 0.04% | -14.8% |
| 64 | TTC | Toro Company | 23313 | $2.2M | 0.04% | -46.4% |
| 65 | IDXX | IDEXX Laboratories Inc. | 3570 | $2.0M | 0.04% | -0.0% |
| 66 | DCI | Donaldson Co. Inc. | 23230 | $2.0M | 0.04% | -42.0% |
| 67 | NDSN | Nordson Corporation | 6990 | $1.9M | 0.04% | +-42.0% |
| 68 | OMC | Omnicom Group Inc | 22054 | $1.7M | 0.03% | -35.2% |
| 69 | BBY | Best Buy Co. Inc. | 24735 | $1.6M | 0.03% | — |
| 70 | URI | United Rentals, Inc. | 2171 | $1.6M | 0.03% | +0.9% |
| 71 | FICO | Fair Isaac Corporation | 1250 | $1.3M | 0.03% | — |
| 72 | DOX | Amdocs Limited | 17820 | $1.2M | 0.02% | 92.6% |
| 73 | BAH | Booz Allen Hamilton Holding Co | 13850 | $1.1M | 0.02% | -15.8% |
| 74 | RACE | Ferrari N.V. | 2682 | $908K | 0.02% | +3.2% |
| 75 | Y0547D153 | Bajaj Finance Limited | 95800 | $820K | 0.02% | — |
| 76 | CPB | Campbell Soup Company | 31418 | $700K | 0.01% | — |
| 77 | GIS | General Mills Inc. | 17845 | $664K | 0.01% | — |
| 78 | LIN | Linde plc | 1290 | $640K | 0.01% | — |
| 79 | MANH | Manhattan Associates, Inc. | 4420 | $588K | 0.01% | — |
| 80 | HD | Home Depot Inc. | 1462 | $481K | 0.01% | -41.4% |
| 81 | UNH | Unitedhealth Group Inc | 1491 | $403K | 0.01% | -62.2% |
| 82 | BDX | Becton Dickinson & Co. | 2140 | $336K | 0.01% | -13.9% |
| 83 | GPC | Genuine Parts Company | 2674 | $283K | 0.01% | — |
| 84 | TXN | Texas Instruments Inc | 1399 | $272K | 0.01% | -85.5% |