Jensen Investment Management — Recent Sells
Jensen Investment Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 7, 2026 · Last updated
Jensen Investment Management fully exited 2 positions and reduced 57 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $666.5M. Largest exit: Best Buy Co. Inc. (was $1.6M).
Fully exited (2)
Reduced positions (57)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| AMZN | Amazon.com Inc. | 1054136 | $251.2M | 6.09% | -13.6% |
| NVDA | NVIDIA Corp | 1197487 | $239.6M | 5.81% | -26.6% |
| SYK | Stryker Corp | 589670 | $185.7M | 4.50% | -15.3% |
| SHW | Sherwin-Williams Co | 539035 | $185.6M | 4.50% | -13.9% |
| LLY | Eli Lilly & Co. | 153735 | $184.4M | 4.47% | -33.4% |
| MA | Mastercard Inc | 347714 | $178.6M | 4.33% | -29.2% |
| AVGO | Broadcom, Inc. | 392082 | $148.1M | 3.59% | -12.0% |
| WM | Waste Management | 631052 | $140.6M | 3.41% | -3.1% |
| PG | Procter & Gamble Co | 860442 | $126.2M | 3.06% | -13.7% |
| CDNS | Cadence Design Systems, Inc. | 308555 | $115.8M | 2.81% | -39.0% |
| VEEV | Veeva Systems Inc. Class A | 449489 | $79.8M | 1.93% | -20.7% |
| VRSK | Verisk Analytics Inc | 379127 | $68.1M | 1.65% | -21.3% |
| META | Meta Platforms, Inc. Class A | 109456 | $61.7M | 1.49% | -67.9% |
| MCD | McDonald's Corp. | 225570 | $61.0M | 1.48% | -18.3% |
| EFX | Equifax Inc | 370551 | $58.8M | 1.43% | -52.7% |
| IDXX | IDEXX Laboratories Inc. | 105709 | $55.6M | 1.35% | 2861.0% |
| BR | Broadridge Financial Solutions | 380126 | $52.1M | 1.26% | -55.6% |
| CPRT | Copart Inc. | 1243675 | $35.1M | 0.85% | -22.4% |
| ORCL | Oracle Corp | 118394 | $17.4M | 0.42% | -2.0% |
| ECL | Ecolab Inc | 58436 | $16.3M | 0.39% | -0.7% |
| JGRW | Jensen Quality Growth ETF | 544862 | $14.8M | 0.36% | -5.2% |
| WAT | Waters Corp | 38566 | $14.5M | 0.35% | -0.5% |
| PEP | PepsiCo Inc. | 79927 | $10.8M | 0.26% | -1.7% |
| CL | Colgate-Palmolive Co | 115229 | $10.6M | 0.26% | -2.9% |
| EMR | Emerson Elec Co | 73691 | $10.5M | 0.26% | -1.1% |
| TSM | Taiwan Semiconductor Manuf ADR | 15884 | $7.6M | 0.18% | -3.3% |
| ADBE | Adobe Inc | 33545 | $6.9M | 0.17% | -0.8% |
| ACN | Accenture plc Class A | 52235 | $6.5M | 0.16% | -10.4% |
| CCK | Crown Holdings Inc. | 52583 | $5.9M | 0.14% | -7.6% |
| LH | Labcorp Holdings, Inc. | 16050 | $4.5M | 0.11% | -13.1% |
| MMM | 3M Co. | 27618 | $4.5M | 0.11% | -0.0% |
| CTSH | Cognizant Technology Solutions | 103867 | $4.0M | 0.10% | -2.4% |
| EHC | Encompass Health Corp | 39260 | $4.0M | 0.10% | -22.5% |
| GWW | W.W. Grainger Inc. | 2732 | $3.7M | 0.09% | -13.0% |
| ROST | Ross Stores Inc | 16872 | $3.6M | 0.09% | -23.4% |
| MSCI | MSCI, Inc. | 6410 | $3.6M | 0.09% | -17.3% |
| KR | Kroger Company | 62390 | $3.5M | 0.08% | -5.9% |
| RTX | Raytheon Technologies Corp | 17586 | $3.3M | 0.08% | -0.1% |
| LEVI | Levi Strauss & Co | 128120 | $3.2M | 0.08% | -8.1% |
| CHD | Church & Dwight Co Inc | 31740 | $3.1M | 0.07% | -8.1% |
| NKE | Nike Inc | 71344 | $2.9M | 0.07% | -4.8% |
| TSCO | Tractor Supply Co | 89840 | $2.8M | 0.07% | -8.1% |
| ABBV | AbbVie Inc. | 11064 | $2.8M | 0.07% | -0.7% |
| GNTX | Gentex Corporation | 108470 | $2.7M | 0.07% | -18.8% |
| JNJ | Johnson & Johnson | 8797 | $2.2M | 0.05% | -9.9% |
| URI | United Rentals, Inc. | 1902 | $2.2M | 0.05% | -12.4% |
| TTC | Toro Company | 21423 | $2.1M | 0.05% | -8.1% |
| G | Genpact Limited | 73655 | $2.0M | 0.05% | -20.8% |
| APD | Air Products & Chemicals | 5491 | $1.6M | 0.04% | -28.6% |
| NDSN | Nordson Corporation | 4360 | $1.3M | 0.03% | -37.6% |
| DCI | Donaldson Co. Inc. | 13490 | $1.2M | 0.03% | -41.9% |
| BAH | Booz Allen Hamilton Holding Co | 12730 | $772K | 0.02% | -8.1% |
| MANH | Manhattan Associates, Inc. | 4060 | $565K | 0.01% | -8.1% |
| CPB | Campbell Soup Company | 21735 | $484K | 0.01% | -30.8% |
| GIS | General Mills Inc. | 12546 | $437K | 0.01% | -29.7% |
| TXN | Texas Instruments Inc | 1247 | $372K | 0.01% | -10.9% |
| BDX | Becton Dickinson & Co. | 2040 | $309K | 0.01% | -4.7% |