JENSEN INVESTMENT MANAGEMENT INC

CIK

1106129

City

Lake Oswego

State / Country

Stock

SYK — Stryker Corp

Top Portfolio Positions

82 positions · $5,058,006,582 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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 SYK

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,819,232	696,367	-4.8%	Shares	Sole	2026-05-05
2025-12-31	$257,116,121	731,545	-40.0%	Shares	Sole	2026-02-11
2025-09-30	$451,015,883	1,220,050	-13.9%	Shares	Sole	2025-11-06
2025-06-30	$560,853,396	1,417,621	-6.6%	Shares	Sole	2025-08-08
2025-03-31	$564,875,601	1,517,463	-14.0%	Shares	Sole	2025-05-09
2024-12-31	$634,956,096	1,763,522	-3.8%	Shares	Sole	2025-02-10
2024-09-30	$662,342,031	1,833,422	-6.2%	Shares	Sole	2024-11-04
2024-06-30	$665,003,313	1,954,455	-7.6%	Shares	Sole	2024-08-05
2024-03-31	$756,864,631	2,114,915	-8.4%	Shares	Sole	2024-05-07
2023-12-31	$691,251,603	2,308,327	-8.2%	Shares	Sole	2024-02-12
2023-09-30	$687,500,044	2,515,827	-2.5%	Shares	Sole	2023-11-07
2023-06-30	$787,314,948	2,580,599	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$728,023,864	2,550,264	-3.3%	Shares	Sole	2023-05-08
2022-12-31	$645,033,810	2,638,283	+5.4%	Shares	Sole	2023-04-05
2022-09-30	$506,853,514	2,502,486	-0.5%	Shares	Sole	2022-11-07
2022-06-30	$500,446,808	2,515,693	+3.1%	Shares	Sole	2022-08-12
2022-03-31	$652,245,239	2,439,668	+0.7%	Shares	Sole	2022-05-10
2021-12-31	$647,916,407	2,422,842	+5.0%	Shares	Sole	2022-02-14
2021-09-30	$608,583,479	2,307,688	-6.1%	Shares	Sole	2021-11-12
2021-06-30	$638,309,071	2,457,587	-0.7%	Shares	Sole	2021-08-05
2021-03-31	$602,601,818	2,473,938	+1.6%	Shares	Sole	2021-05-06
2020-12-31	$596,870,392	2,435,808	+0.5%	Shares	Sole	2021-02-09
2020-09-30	$504,847,795	2,422,843	+6.0%	Shares	Sole	2020-11-03
2020-06-30	$411,986,956	2,286,403	+26.5%	Shares	Sole	2020-08-10
2020-03-31	$301,033,066	1,808,115	—	Shares	Sole	2020-05-07
No 13F history on record for this holder in this stock.