What Jensen Investment Management Bought in Q2 2025
Jensen Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$8.53B
Total Value
83
Holdings
3
New Buys
47
Reduced
In Q2 2025, Jensen Investment Management reported 83 long equity positions worth $8.53B in their Jensen Investment Management 13F filing, including 3 new positions (largest: NVIDIA Corp at $276.2M) and 16 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1569529 | $780.7M | 9.15% | -11.7% |
| 2 | SYK | Stryker Corp | 1417621 | $560.9M | 6.57% | -6.6% |
| 3 | MRSH | Marsh & McLennan Companies Inc | 2423637 | $529.9M | 6.21% | -7.8% |
| 4 | INTU | Intuit Inc. | 628445 | $495.0M | 5.80% | -24.2% |
| 5 | AAPL | Apple, Inc. | 2317269 | $475.4M | 5.57% | -18.0% |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 2375178 | $418.6M | 4.91% | -14.3% |
| 7 | ACN | Accenture plc Class A | 1327010 | $396.6M | 4.65% | -27.7% |
| 8 | MA | Mastercard Inc | 620967 | $348.9M | 4.09% | -9.9% |
| 9 | KLAC | KLA Corporation | 389028 | $348.5M | 4.08% | -14.7% |
| 10 | ABT | Abbott Labs | 2378563 | $323.5M | 3.79% | +74.2% |
| 11 | BR | Broadridge Financial Solutions | 1297083 | $315.2M | 3.69% | -6.5% |
| 12 | ADP | Automatic Data Processing, Inc | 940786 | $290.1M | 3.40% | +-26.7% |
| 13 | NVDA | NVIDIA Corp | 1747996 | $276.2M | 3.24% | NEW |
| 14 | WM | Waste Management | 1174028 | $268.6M | 3.15% | -7.9% |
| 15 | EFX | Equifax Inc | 1026607 | $266.3M | 3.12% | -3.7% |
| 16 | CPRT | Copart Inc. | 5315861 | $260.8M | 3.06% | +39.4% |
| 17 | APH | Amphenol Corp | 2612009 | $257.9M | 3.02% | +3.8% |
| 18 | CDNS | Cadence Design Systems, Inc. | 823396 | $253.7M | 2.97% | +50.5% |
| 19 | ZTS | Zoetis, Inc. | 1615431 | $251.9M | 2.95% | -11.3% |
| 20 | PG | Procter & Gamble Co | 1431200 | $228.0M | 2.67% | -4.1% |
| 21 | SHW | Sherwin-Williams Co | 558255 | $191.7M | 2.25% | -4.0% |
| 22 | LLY | Eli Lilly & Co. | 206612 | $161.1M | 1.89% | NEW |
| 23 | META | Meta Platforms, Inc. Class A | 203412 | $150.1M | 1.76% | NEW |
| 24 | MCD | McDonald's Corp. | 499014 | $145.8M | 1.71% | -4.1% |
| 25 | VRSK | Verisk Analytics Inc | 281734 | $87.8M | 1.03% | -14.4% |
| 26 | JNJ | Johnson & Johnson | 416198 | $63.6M | 0.75% | -32.3% |
| 27 | HD | Home Depot Inc. | 160587 | $58.9M | 0.69% | -46.8% |
| 28 | ORCL | Oracle Corp | 145209 | $31.7M | 0.37% | -1.3% |
| 29 | ECL | Ecolab Inc | 67986 | $18.3M | 0.21% | -1.4% |
| 30 | ADBE | Adobe Systems, Inc. | 43992 | $17.0M | 0.20% | — |
| 31 | WAT | Waters Corp | 43936 | $15.3M | 0.18% | -0.9% |
| 32 | PEP | PepsiCo Inc. | 104162 | $13.8M | 0.16% | -90.3% |
| 33 | EMR | Emerson Elec Co | 92600 | $12.3M | 0.14% | — |
| 34 | CTSH | Cognizant Technology Solutions | 123726 | $9.7M | 0.11% | -1.0% |
| 35 | CL | Colgate Palmolive Co | 97699 | $8.9M | 0.10% | -0.1% |
| 36 | KO | Coca-Cola Company | 124478 | $8.8M | 0.10% | -0.2% |
| 37 | CLX | Clorox Company | 70965 | $8.5M | 0.10% | +5.6% |
| 38 | LH | Labcorp Holdings, Inc. | 27340 | $7.2M | 0.08% | -4.1% |
| 39 | EHC | Encompass Health Corp | 57560 | $7.1M | 0.08% | -18.7% |
| 40 | CCK | Crown Holdings Inc. | 65368 | $6.7M | 0.08% | -13.3% |
| 41 | G | Genpact Limited | 148195 | $6.5M | 0.08% | +3.8% |
| 42 | GIS | General Mills Inc. | 125215 | $6.5M | 0.08% | +2.0% |
| 43 | MSCI | MSCI, Inc. | 11050 | $6.4M | 0.07% | 19.6% |
| 44 | NKE | Nike Inc | 83798 | $6.0M | 0.07% | +-96.4% |
| 45 | VEEV | Veeva Systems Inc. Class A | 20411 | $5.9M | 0.07% | -6.6% |
| 46 | KEYS | Keysight Technologies, Inc. | 35430 | $5.8M | 0.07% | +4.8% |
| 47 | TSCO | Tractor Supply Co | 109490 | $5.8M | 0.07% | +2.9% |
| 48 | KR | Kroger Company | 80240 | $5.8M | 0.07% | -4.9% |
| 49 | IDXX | Idexx Laboratories Inc. | 10410 | $5.6M | 0.07% | 27.1% |
| 50 | OMC | Omnicom Group Inc | 76066 | $5.5M | 0.06% | -0.7% |
| 51 | ROST | Ross Stores Inc | 39930 | $5.1M | 0.06% | +5.6% |
| 52 | FDS | FactSet Research Systems Inc. | 10400 | $4.7M | 0.05% | — |
| 53 | DCI | Donaldson Co. Inc. | 66810 | $4.6M | 0.05% | — |
| 54 | FFIV | F5 Networks Inc. | 14990 | $4.4M | 0.05% | — |
| 55 | MMM | 3M Co. | 27800 | $4.2M | 0.05% | -0.1% |
| 56 | ABBV | AbbVie Inc. | 22227 | $4.1M | 0.05% | — |
| 57 | CPB | Campbell Soup Company | 133568 | $4.1M | 0.05% | +0.8% |
| 58 | TSM | Taiwan Semiconductor Manuf ADR | 17338 | $3.9M | 0.05% | -15.6% |
| 59 | BAH | Booz Allen Hamilton Holding Co | 36880 | $3.8M | 0.05% | — |
| 60 | HOLX | Hologic Inc. | 58230 | $3.8M | 0.04% | +13.4% |
| 61 | APD | Air Products & Chemicals | 12640 | $3.6M | 0.04% | — |
| 62 | GNTX | Gentex Corporation | 161540 | $3.6M | 0.04% | — |
| 63 | AON | AON plc Registered Shs | 9800 | $3.5M | 0.04% | +11.0% |
| 64 | CHD | Church & Dwight Co Inc | 36150 | $3.5M | 0.04% | -20.7% |
| 65 | TXN | Texas Instruments Inc | 16727 | $3.5M | 0.04% | +-98.6% |
| 66 | UNH | Unitedhealth Group Inc | 10406 | $3.2M | 0.04% | -98.3% |
| 67 | GPC | Genuine Parts Company | 26604 | $3.2M | 0.04% | — |
| 68 | TROW | T Rowe Price Group Inc | 31950 | $3.1M | 0.04% | — |
| 69 | LEVI | Levi Strauss & Co | 157900 | $2.9M | 0.03% | -14.6% |
| 70 | TJX | TJX Companies Inc | 23249 | $2.9M | 0.03% | -11.8% |
| 71 | BBY | Best Buy Co. Inc. | 41675 | $2.8M | 0.03% | -12.0% |
| 72 | TTC | Toro Company | 39470 | $2.8M | 0.03% | — |
| 73 | MANH | Manhattan Associates, Inc. | 13080 | $2.6M | 0.03% | -5.8% |
| 74 | RTX | Raytheon Technologies Corp | 17586 | $2.6M | 0.03% | -0.5% |
| 75 | TECH | Techne Corp | 47450 | $2.4M | 0.03% | — |
| 76 | UPS | United Parcel Svc Cl B | 21840 | $2.2M | 0.03% | -0.1% |
| 77 | ON | ON Semiconductor Corp | 41450 | $2.2M | 0.03% | — |
| 78 | BDX | Becton Dickinson & Co. | 12502 | $2.2M | 0.03% | -6.2% |
| 79 | URI | United Rentals, Inc. | 2680 | $2.0M | 0.02% | — |
| 80 | PAYX | Paychex Inc. | 9320 | $1.4M | 0.02% | -5.2% |
| 81 | BMY | Bristol-Myers Squibb | 26375 | $1.2M | 0.01% | — |
| 82 | K | Kellanova | 11432 | $909K | 0.01% | — |
| 83 | LIN | Linde plc | 1380 | $647K | 0.01% | -4.5% |