JENSEN INVESTMENT MANAGEMENT INC
Top Portfolio Positions
82 positions ·
$5,058,006,582 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,171,009 | $433,472,401 | 8.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,449,021 | $416,680,478 | 8.24% | |
| AAPL |
Apple Inc.
Technology
|
1,595,941 | $405,033,866 | 8.01% | |
| NVDA |
Nvidia Corp
Technology
|
1,632,015 | $284,623,416 | 5.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,219,422 | $253,969,019 | 5.02% | |
| MA |
Mastercard Inc
Financial Services
|
490,929 | $245,297,584 | 4.85% | |
| KLAC |
Kla Corp
Technology
|
165,632 | $243,878,213 | 4.82% | |
| SYK |
Stryker Corp
Healthcare
|
696,367 | $228,819,232 | 4.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
230,671 | $212,164,265 | 4.19% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
626,286 | $200,755,977 | 3.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,012,817 | 783,100 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $178,886,774 | 824,439 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $262,299,872 | 1,022,492 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $266,271,057 | 1,026,607 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $259,741,395 | 1,066,437 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $313,731,563 | 1,231,044 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $364,957,957 | 1,241,945 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $365,023,772 | 1,505,501 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $411,142,392 | 1,536,866 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $383,109,333 | 1,549,231 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $320,418,822 | 1,749,202 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $369,651,123 | 1,570,978 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $315,986,788 | 1,557,813 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $313,261,284 | 1,611,758 | Shares | Sole | 2023-04-05 | |
| 2022-09-30 | $263,685,568 | 1,538,153 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $247,506,601 | 1,354,123 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $311,448,395 | 1,313,574 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $363,230,296 | 1,240,583 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,566,688 | 1,249,178 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $316,140,745 | 1,319,948 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $287,999,235 | 1,590,014 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $295,959,454 | 1,534,741 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $238,789,248 | 1,521,920 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $231,579,939 | 1,347,335 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $74,183,586 | 621,043 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||