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 VRSK
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,363,486 | 481,494 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $99,675,369 | 445,596 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $106,802,463 | 424,645 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $87,760,141 | 281,734 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $97,998,825 | 329,275 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $136,681,035 | 496,246 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $187,107,625 | 698,267 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $228,551,445 | 847,900 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $212,184,108 | 900,115 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $215,190,646 | 900,907 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $217,679,095 | 921,432 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $213,983,053 | 946,702 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $180,161,720 | 939,027 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $171,435,076 | 971,744 | Shares | Sole | 2023-04-05 | |
| 2022-09-30 | $157,190,972 | 921,779 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $162,900,884 | 941,134 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $162,424,042 | 756,763 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $171,447,316 | 749,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $151,224,277 | 755,102 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $130,628,883 | 747,647 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $130,315,059 | 737,535 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $853,194 | 4,110 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $439,184 | 2,370 | Shares | Sole | 2020-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||