Jensen Investment Management - Jensen Investment Management
Portfolio
$4.13 B
Positionen
83
Stichtag
2026-06-30
Quartal
Q2 2026
| Alphabet Inc Cap Stk Cl A | 6.91% | Reduce 44.99% |
| Microsoft Corp | 6.67% | Reduce 37.05% |
| Amazon.com Inc. | 6.09% | Reduce 13.55% |
| Apple, Inc. | 6.04% | Reduce 46.05% |
| NVIDIA Corp | 5.81% | Reduce 26.63% |
| KLA Corporation | 5.78% | Add 377.20% |
| Stryker Corp | 4.50% | Reduce 15.32% |
| Sherwin-Williams Co | 4.50% | Reduce 13.93% |
| Eli Lilly & Co. | 4.47% | Reduce 33.35% |
| Mastercard Inc | 4.33% | Reduce 29.17% |
| Marsh, Inc. | 3.98% | Reduce 14.45% |
| Broadcom, Inc. | 3.59% | Reduce 12.02% |
| Waste Management | 3.41% | Reduce 3.11% |
| Procter & Gamble Co | 3.06% | Reduce 13.73% |
| Cadence Design Systems, Inc. | 2.81% | Reduce 39.00% |
| Motorola Solutions Inc. | 2.81% | Add 64.45% |
| Amphenol Corp | 2.63% | Add 172.74% |
| Abbott Labs | 1.95% | Reduce 40.43% |
| Veeva Systems Inc. Class A | 1.93% | Reduce 20.65% |
| TJX Companies Inc | 1.85% | Add 2072.63% |
| Verisk Analytics Inc | 1.65% | Reduce 21.26% |
| Meta Platforms, Inc. Class A | 1.49% | Reduce 67.92% |
| McDonald's Corp. | 1.48% | Reduce 18.35% |
| Equifax Inc | 1.43% | Reduce 52.68% |
| Cintas Corporation | 1.38% | Buy |
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