What Jensen Investment Management Bought in Q2 2026
Jensen Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$4.13B
Total Value
83
Holdings
1
New Buys
57
Reduced
In Q2 2026, Jensen Investment Management reported 83 long equity positions worth $4.13B in their Jensen Investment Management 13F filing, including 1 new positions (largest: Cintas Corporation at $56.7M) and 20 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stk Cl A | 797098 | $284.9M | 6.91% | +-45.0% |
| 2 | MSFT | Microsoft Corp | 737144 | $275.0M | 6.67% | +-37.1% |
| 3 | AMZN | Amazon.com Inc. | 1054136 | $251.2M | 6.09% | -13.6% |
| 4 | AAPL | Apple, Inc. | 860969 | $249.1M | 6.04% | +-46.1% |
| 5 | NVDA | NVIDIA Corp | 1197487 | $239.6M | 5.81% | -26.6% |
| 6 | KLAC | KLA Corporation | 790391 | $238.5M | 5.78% | +377.2% |
| 7 | SYK | Stryker Corp | 589670 | $185.7M | 4.50% | -15.3% |
| 8 | SHW | Sherwin-Williams Co | 539035 | $185.6M | 4.50% | -13.9% |
| 9 | LLY | Eli Lilly & Co. | 153735 | $184.4M | 4.47% | -33.4% |
| 10 | MA | Mastercard Inc | 347714 | $178.6M | 4.33% | -29.2% |
| 11 | MRSH | Marsh, Inc. | 984904 | $164.2M | 3.98% | +-14.4% |
| 12 | AVGO | Broadcom, Inc. | 392082 | $148.1M | 3.59% | -12.0% |
| 13 | WM | Waste Management | 631052 | $140.6M | 3.41% | -3.1% |
| 14 | PG | Procter & Gamble Co | 860442 | $126.2M | 3.06% | -13.7% |
| 15 | CDNS | Cadence Design Systems, Inc. | 308555 | $115.8M | 2.81% | -39.0% |
| 16 | MSI | Motorola Solutions Inc. | 278721 | $115.8M | 2.81% | +64.4% |
| 17 | APH | Amphenol Corp | 614660 | $108.4M | 2.63% | +172.7% |
| 18 | ABT | Abbott Labs | 885262 | $80.3M | 1.95% | +-40.4% |
| 19 | VEEV | Veeva Systems Inc. Class A | 449489 | $79.8M | 1.93% | -20.7% |
| 20 | TJX | TJX Companies Inc | 503180 | $76.2M | 1.85% | +2072.6% |
| 21 | VRSK | Verisk Analytics Inc | 379127 | $68.1M | 1.65% | -21.3% |
| 22 | META | Meta Platforms, Inc. Class A | 109456 | $61.7M | 1.49% | -67.9% |
| 23 | MCD | McDonald's Corp. | 225570 | $61.0M | 1.48% | -18.3% |
| 24 | EFX | Equifax Inc | 370551 | $58.8M | 1.43% | -52.7% |
| 25 | CTAS | Cintas Corporation | 333630 | $56.7M | 1.38% | NEW |
| 26 | IDXX | IDEXX Laboratories Inc. | 105709 | $55.6M | 1.35% | 2861.0% |
| 27 | BR | Broadridge Financial Solutions | 380126 | $52.1M | 1.26% | -55.6% |
| 28 | CPRT | Copart Inc. | 1243675 | $35.1M | 0.85% | -22.4% |
| 29 | ADP | Automatic Data Processing, Inc | 82492 | $18.5M | 0.45% | +-21.4% |
| 30 | ORCL | Oracle Corp | 118394 | $17.4M | 0.42% | -2.0% |
| 31 | ECL | Ecolab Inc | 58436 | $16.3M | 0.39% | -0.7% |
| 32 | JGRW | Jensen Quality Growth ETF | 544862 | $14.8M | 0.36% | -5.2% |
| 33 | WAT | Waters Corp | 38566 | $14.5M | 0.35% | -0.5% |
| 34 | PEP | PepsiCo Inc. | 79927 | $10.8M | 0.26% | -1.7% |
| 35 | CL | Colgate-Palmolive Co | 115229 | $10.6M | 0.26% | -2.9% |
| 36 | EMR | Emerson Elec Co | 73691 | $10.5M | 0.26% | -1.1% |
| 37 | KO | Coca-Cola Co | 111668 | $9.1M | 0.22% | +0.0% |
| 38 | AON | AON plc Registered Shs | 25789 | $8.6M | 0.21% | +0.9% |
| 39 | TSM | Taiwan Semiconductor Manuf ADR | 15884 | $7.6M | 0.18% | -3.3% |
| 40 | ADBE | Adobe Inc | 33545 | $6.9M | 0.17% | -0.8% |
| 41 | ACN | Accenture plc Class A | 52235 | $6.5M | 0.16% | -10.4% |
| 42 | CCK | Crown Holdings Inc. | 52583 | $5.9M | 0.14% | -7.6% |
| 43 | CLX | Clorox Company | 47805 | $4.6M | 0.11% | +3.6% |
| 44 | LH | Labcorp Holdings, Inc. | 16050 | $4.5M | 0.11% | -13.1% |
| 45 | MMM | 3M Co. | 27618 | $4.5M | 0.11% | -0.0% |
| 46 | CTSH | Cognizant Technology Solutions | 103867 | $4.0M | 0.10% | -2.4% |
| 47 | EHC | Encompass Health Corp | 39260 | $4.0M | 0.10% | -22.5% |
| 48 | GWW | W.W. Grainger Inc. | 2732 | $3.7M | 0.09% | -13.0% |
| 49 | TROW | T Rowe Price Group Inc | 31950 | $3.6M | 0.09% | — |
| 50 | ROST | Ross Stores Inc | 16872 | $3.6M | 0.09% | -23.4% |
| 51 | MSCI | MSCI, Inc. | 6410 | $3.6M | 0.09% | -17.3% |
| 52 | KR | Kroger Company | 62390 | $3.5M | 0.08% | -5.9% |
| 53 | RTX | Raytheon Technologies Corp | 17586 | $3.3M | 0.08% | -0.1% |
| 54 | KEYS | Keysight Technologies, Inc. | 9127 | $3.2M | 0.08% | +-46.2% |
| 55 | LEVI | Levi Strauss & Co | 128120 | $3.2M | 0.08% | -8.1% |
| 56 | FFIV | F5 Networks Inc. | 7470 | $3.1M | 0.08% | +-43.9% |
| 57 | CHD | Church & Dwight Co Inc | 31740 | $3.1M | 0.07% | -8.1% |
| 58 | NKE | Nike Inc | 71344 | $2.9M | 0.07% | -4.8% |
| 59 | TSCO | Tractor Supply Co | 89840 | $2.8M | 0.07% | -8.1% |
| 60 | ABBV | AbbVie Inc. | 11064 | $2.8M | 0.07% | -0.7% |
| 61 | GNTX | Gentex Corporation | 108470 | $2.7M | 0.07% | -18.8% |
| 62 | JNJ | Johnson & Johnson | 8797 | $2.2M | 0.05% | -9.9% |
| 63 | URI | United Rentals, Inc. | 1902 | $2.2M | 0.05% | -12.4% |
| 64 | TTC | Toro Company | 21423 | $2.1M | 0.05% | -8.1% |
| 65 | G | Genpact Limited | 73655 | $2.0M | 0.05% | -20.8% |
| 66 | INTU | Intuit Inc. | 7526 | $2.0M | 0.05% | +-92.7% |
| 67 | APD | Air Products & Chemicals | 5491 | $1.6M | 0.04% | -28.6% |
| 68 | OMC | Omnicom Group Inc | 22054 | $1.6M | 0.04% | — |
| 69 | NDSN | Nordson Corporation | 4360 | $1.3M | 0.03% | -37.6% |
| 70 | DCI | Donaldson Co. Inc. | 13490 | $1.2M | 0.03% | -41.9% |
| 71 | DOX | Amdocs Limited | 21660 | $1.1M | 0.03% | +21.5% |
| 72 | RACE | Ferrari N.V. | 2682 | $998K | 0.02% | — |
| 73 | FICO | Fair Isaac Corporation | 740 | $884K | 0.02% | +-40.8% |
| 74 | BAH | Booz Allen Hamilton Holding Co | 12730 | $772K | 0.02% | -8.1% |
| 75 | LIN | Linde plc | 1290 | $669K | 0.02% | — |
| 76 | MANH | Manhattan Associates, Inc. | 4060 | $565K | 0.01% | -8.1% |
| 77 | CPB | Campbell Soup Company | 21735 | $484K | 0.01% | -30.8% |
| 78 | GIS | General Mills Inc. | 12546 | $437K | 0.01% | -29.7% |
| 79 | TXN | Texas Instruments Inc | 1247 | $372K | 0.01% | -10.9% |
| 80 | UNH | Unitedhealth Group Inc | 859 | $357K | 0.01% | +-42.4% |
| 81 | GPC | Genuine Parts Company | 2674 | $315K | 0.01% | — |
| 82 | BDX | Becton Dickinson & Co. | 2040 | $309K | 0.01% | -4.7% |
| 83 | HD | Home Depot, Inc. | 797 | $281K | 0.01% | +-45.5% |