Back to all firms
Jensen Investment Management
Jensen Investment Management
Portfolio Value: $5.07B
Holdings: 84
Period: Q1 2026
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| AVGO | 5.9 | 2.72% | Add 150% | 445.6K | $137.9M | $309.51 | — | — |
| VEEV | 5.8 | 1.96% | Add 83% | 566.5K | $99.5M | $175.66 | — | — |
| AON | 5.3 | 0.16% | Add 141% | 25.6K | $8.3M | $322.78 | — | — |
| DOX | 5.3 | 0.02% | Add 93% | 17.8K | $1.2M | $65.26 | — | — |
| MA | 4.3 | 4.84% | Add 2% | 490.9K | $245.3M | $499.66 | $495.48 | -0.8% |
| MMC | 4.2 | 3.94% | Add 6% | 1.15M | $199.7M | $173.45 | — | — |
| AMZN | 3.9 | 5.01% | Add 8% | 1.22M | $254.0M | $208.27 | $272.68 | +30.9% |
| BR | 3.9 | 2.74% | Add 11% | 855.8K | $139.0M | $162.48 | — | — |
| SHW | 3.7 | 3.96% | Add 1% | 626.3K | $200.8M | $320.55 | — | — |
| VRSK | 3.7 | 1.80% | Add 8% | 481.5K | $91.4M | $189.75 | — | — |
| JGRW | 3.4 | 0.28% | Add 11% | 574.7K | $14.0M | $24.31 | — | — |
| LEVI | 3.3 | 0.05% | Add 18% | 139.4K | $2.6M | $18.49 | — | — |
| WAT | 2.9 | 0.23% | Add <1% | 38.8K | $11.5M | $297.80 | — | — |
| 872540109 | 2.8 | 0.07% | Add | 23.2K | $3.7M | $159.70 | — | — |
| URI | 2.8 | 0.03% | Add 1% | 2.2K | $1.6M | $728.56 | — | — |
| RACE | 2.8 | 0.02% | Add 3% | 2.7K | $908K | $338.45 | — | — |
| SYK | 2.0 | 4.51% | Reduce 5% | 696.4K | $228.8M | $328.59 | — | — |
| CDNS | 2.0 | 2.77% | Reduce 4% | 505.9K | $140.6M | $277.87 | — | — |
| MSI | 2.0 | 1.45% | Reduce 3% | 169.5K | $73.6M | $433.97 | — | — |
| APH | 2.0 | 0.56% | Reduce 2% | 225.4K | $28.5M | $126.35 | — | — |
| ODP | 2.0 | 0.35% | Reduce 3% | 120.8K | $17.8M | $147.11 | — | — |
| ECL | 2.0 | 0.31% | Reduce 2% | 58.9K | $15.7M | $266.02 | — | — |
| PEP | 2.0 | 0.25% | Reduce 1% | 81.3K | $12.6M | $155.29 | — | — |
| CL | 2.0 | 0.20% | Reduce <1% | 118.6K | $10.1M | $85.23 | — | — |
| EMR | 2.0 | 0.19% | Reduce 1% | 74.5K | $9.8M | $131.02 | — | — |
| COKE | 2.0 | 0.17% | Reduce | 111.7K | $8.5M | $76.05 | — | — |
| ADBE | 2.0 | 0.16% | Reduce 2% | 33.8K | $8.2M | $243.08 | — | — |
| CTSH | 2.0 | 0.13% | Reduce 1% | 106.4K | $6.5M | $61.35 | — | — |
| TSM | 2.0 | 0.11% | Reduce 4% | 16.4K | $5.6M | $337.95 | — | — |
| MMM | 2.0 | 0.08% | Reduce 1% | 27.6K | $4.0M | $145.23 | — | — |
| NKE | 2.0 | 0.08% | Reduce 2% | 74.9K | $4.0M | $52.82 | — | — |
| JNJ | 2.0 | 0.05% | Reduce 5% | 9.8K | $2.4M | $244.44 | — | — |
| IDXX | 2.0 | 0.04% | Reduce <1% | 3.6K | $2.0M | $561.89 | — | — |
| GPC | 2.0 | 0.01% | Hold | 2.7K | $283K | $105.75 | $104.72 | -1.0% |
| CCK | 1.6 | 0.11% | Hold | 56.9K | $5.7M | $100.25 | — | — |
| EHC | 1.6 | 0.10% | Hold | 50.7K | $4.9M | $96.73 | — | — |
| TSCO | 1.6 | 0.09% | Hold | 97.8K | $4.4M | $45.30 | — | — |
| GWW | 1.6 | 0.07% | Hold | 3.1K | $3.4M | $1090.81 | — | — |
| RTX | 1.6 | 0.07% | Hold | 17.6K | $3.4M | $192.90 | — | — |
| GNTX | 1.6 | 0.06% | Hold | 133.5K | $2.9M | $21.85 | — | — |
| PRSLX | 1.6 | 0.06% | Hold | 31.9K | $2.9M | $90.14 | — | — |
| CHD | 1.6 | 0.06% | Hold | 34.5K | $3.2M | $93.32 | — | — |
| ABBV | 1.6 | 0.05% | Hold | 11.1K | $2.4M | $217.49 | — | — |
| BBY | 1.6 | 0.03% | Hold | 24.7K | $1.6M | $64.20 | — | — |
| FICO | 1.6 | 0.03% | Hold | 1.3K | $1.3M | $1067.54 | $1126.00 | +5.5% |
| BAJFINANCE.BO | 1.6 | 0.02% | Hold | 95.8K | $820K | $8.56 | — | — |
| MANH | 1.6 | 0.01% | Hold | 4.4K | $588K | $133.12 | — | — |
| LIN | 1.6 | 0.01% | Hold | 1.3K | $640K | $495.76 | — | — |
| GIS | 1.6 | 0.01% | Hold | 17.8K | $664K | $37.22 | — | — |
| 134429109 | 1.6 | 0.01% | Hold | 31.4K | $700K | $22.27 | — | — |
| MSFT | 1.0 | 8.55% | Reduce 12% | 1.17M | $433.5M | $370.17 | $415.12 | +12.1% |
| GOOGL | 1.0 | 8.21% | Reduce 5% | 1.45M | $416.7M | $287.56 | $400.80 | +39.4% |
| AAPL | 1.0 | 7.98% | Reduce 19% | 1.60M | $405.0M | $253.79 | — | — |
| KLAC | 1.0 | 4.81% | Reduce 13% | 165.6K | $243.9M | $1472.41 | — | — |
| LLY | 1.0 | 4.18% | Reduce 8% | 230.7K | $212.2M | $919.77 | — | — |
| META | 1.0 | 3.85% | Reduce 7% | 341.1K | $195.2M | $572.13 | $609.63 | +6.6% |
| EFX | 1.0 | 2.78% | Reduce 5% | 783.1K | $141.0M | $180.07 | — | — |
| ACN | 1.0 | 0.23% | Reduce 12% | 58.3K | $11.6M | $198.29 | — | — |
| LH | 1.0 | 0.10% | Reduce 19% | 18.5K | $4.9M | $266.81 | — | — |
| RSO.DE | 1.0 | 0.09% | Reduce 18% | 22.0K | $4.8M | $216.63 | — | — |
| KR | 1.0 | 0.09% | Reduce 17% | 66.3K | $4.8M | $72.36 | — | — |
| 315616102 | 1.0 | 0.08% | Reduce 6% | 13.3K | $3.9M | $289.33 | — | — |
| 009158106 | 1.0 | 0.04% | Reduce 15% | 7.7K | $2.2M | $290.49 | — | — |
| BAH | 1.0 | 0.02% | Reduce 16% | 13.8K | $1.1M | $78.03 | — | — |
| BDXA | 1.0 | 0.01% | Reduce 14% | 2.1K | $336K | $157.23 | — | — |
| NVDA | 0.0 | 5.61% | Reduce 28% | 1.63M | $284.6M | $174.40 | — | — |
| ABT | 0.0 | 3.01% | Reduce 21% | 1.49M | $152.6M | $102.67 | — | — |
| WM | 0.0 | 2.95% | Reduce 35% | 651.3K | $149.7M | $229.79 | — | — |
| PG | 0.0 | 2.84% | Reduce 22% | 997.4K | $144.1M | $144.44 | — | — |
| 580135101 | 0.0 | 1.69% | Reduce 38% | 276.3K | $85.9M | $310.79 | — | — |
| CPRT | 0.0 | 1.05% | Reduce 26% | 1.60M | $53.2M | $33.20 | — | — |
| INTU | 0.0 | 0.88% | Reduce 62% | 103.5K | $44.8M | $432.38 | — | — |
| AZO | 0.0 | 0.42% | Reduce 83% | 104.9K | $21.3M | $203.18 | — | — |
| CLX | 0.0 | 0.09% | Reduce 33% | 46.2K | $4.8M | $103.63 | — | — |
| KEYS | 0.0 | 0.09% | Reduce 39% | 17.0K | $4.8M | $282.37 | — | — |
| 55354G100 | 0.0 | 0.08% | Reduce 21% | 7.8K | $4.2M | $539.01 | — | — |
| G | 0.0 | 0.07% | Reduce 20% | 93.0K | $3.5M | $37.25 | — | — |
| DCI | 0.0 | 0.04% | Reduce 42% | 23.2K | $2.0M | $84.87 | — | — |
| TORO | 0.0 | 0.04% | Reduce 46% | 23.3K | $2.2M | $93.44 | — | — |
| NDSN | 0.0 | 0.04% | Reduce 42% | 7.0K | $1.9M | $266.06 | — | — |
| OMC | 0.0 | 0.03% | Reduce 35% | 22.1K | $1.7M | $75.31 | — | — |
| TXRH | 0.0 | 0.01% | Reduce 86% | 1.4K | $272K | $194.14 | — | — |
| HD | 0.0 | 0.01% | Reduce 41% | 1.5K | $481K | $328.89 | — | — |
| UNH | 0.0 | 0.01% | Reduce 62% | 1.5K | $403K | $270.59 | — | — |
| LSTR | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| HO1.DE | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| LULU | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| ON | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| FDS | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |