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JENSEN INVESTMENT MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JENSEN INVESTMENT MANAGEMENT INC
报告期 2026-03-31 · CIK 0001106129
持仓数
84
前50大市值合计
$5.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 66 项
建仓 3
增持 32
减持 29
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
—
Alphabet Inc Cap Stk Cl A
-$915.6M
0
-100%
建仓
GOOGL
Alphabet Inc Cap Stk Cl A
+$869.3M
325,165
增持
APH
Amphenol Corp.
+$124.9M
1,836,377
+1213%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MMM
3M Company
-$118.6M
3,270,347
-6%
减持
BDX
Becton Dickinson & Co.
-$92.7M
2,298,860
-15%
减持
JNJ
Johnson & Johnson
-$71.1M
4,040,939
-8%
减持
NKE
Nike Inc Cl B
-$68.1M
3,512,143
-6%
减持
UPS
United Parcel Svc Cl B
-$61.7M
1,236,126
-10%
减持
INTU
Intuit Inc.
-$57.2M
835,629
-19%
减持
MSFT
Microsoft Corp
-$50.7M
3,220,728
-9%
减持
—
Accenture Plc
-$47.4M
1,768,616
-15%
减持
UNH
Unitedhealth Group Inc
-$47.0M
1,270,166
-6%
减持
PEP
PepsiCo Inc.
-$37.9M
5,031,471
-6%
减持
MA
Mastercard Inc.
-$30.8M
734,752
-6%
减持
SBUX
Starbucks Corp
-$30.6M
3,410,448
-6%
减持
SYK
Stryker Corp
-$29.7M
2,307,688
-6%
增持
PG
Procter & Gamble Co.
+$28.4M
2,336,902
+6%
增持
ADP
Automatic Data Processing Inc.
+$25.4M
2,207,485
+5%
减持
BR
Broadridge Financial Solutions
-$22.1M
1,755,253
-10%
增持
VRSK
Verisk Analytics Inc
+$20.6M
755,102
+1%
减持
TXN
Texas Instruments Inc
-$19.1M
1,489,137
-6%
减持
AAPL
Apple Inc.
-$18.1M
4,085,752
-6%
减持
GIS
General Mills Inc.
-$15.5M
3,141,958
-6%
增持
MRSH
Marsh & McLennan Company Inc
+$14.5M
1,196,760
+1%
减持
PFE
Pfizer Inc.
+$12.6M
10,663,856
-6%
减持
HD
Home Depot Inc.
-$11.3M
942,943
-6%
增持
TJX
TJX Companies Inc
+$10.3M
3,675,570
+7%
清仓
—
Hill-Rom Holdings Inc.
-$5.6M
0
-100%
增持
SMG
The Scotts Miracle-Gro Co.
+$3.5M
37,060
+266%
增持
FDS
FactSet Research Systems Inc.
+$2.3M
19,310
+21%
减持
CTSH
Cognizant Tech Solutions
+$2.2M
5,015,466
-6%
增持
CHD
Church & Dwight Co Inc
+$2.1M
63,350
+72%
增持
EHC
Encompass Health Corp
+$1.9M
90,160
+44%
增持
KR
Kroger Company
+$1.9M
139,910
+41%
增持
FFIV
F5 Networks Inc.
+$1.7M
23,090
+48%
增持
GPC
Genuine Parts Company
+$1.7M
54,840
+39%
建仓
POOL
Pool Corporation
+$1.6M
3,670
建仓
URI
United Rentals, Inc.
+$1.5M
4,370
增持
MCHP
Microchip Technology Inc
+$1.5M
41,780
+26%
增持
CCK
Crown Holdings Inc.
+$1.4M
66,290
+29%
增持
GNTX
Gentex Corporation
+$1.4M
140,500
+43%
增持
—
Laboratory Corp of America
+$1.3M
24,490
+21%
增持
CPRT
Copart Inc. (DE)
+$1.3M
50,890
+16%
增持
LSTR
Landstar System Inc.
+$1.2M
30,430
+35%
增持
LEVI
Levi Strauss & Co
+$1.2M
179,320
+55%
增持
BBY
Best Buy Co. Inc.
+$1.1M
54,250
+36%
增持
HAS
Hasbro Inc
+$1.1M
71,220
+29%
减持
OMC
Omnicom Group Inc
-$780.0K
96,764
-1%
增持
EXPD
Expeditors International of WA
+$744.0K
50,380
+21%
增持
TSCO
Tractor Supply Co
+$702.0K
13,570
+23%
减持
DCI
Donaldson Co. Inc.
-$618.0K
37,070
-14%
增持
PAYX
Paychex Inc.
+$615.0K
33,450
+14%
增持
—
Kellogg Company
+$514.0K
46,840
+22%
减持
WAT
Waters Corp
+$511.0K
47,237
-0%
减持
WM
Waste Management
-$446.0K
1,697,962
-6%
减持
EFX
Equifax Inc
+$426.0K
1,249,178
-5%
增持
CRI
Carters Inc
+$378.0K
31,110
+21%
增持
MMS
MAXIMUS, Inc.
+$378.0K
35,660
+21%
增持
CPB
Campbell Soup Company
+$238.0K
57,180
+21%
减持
EMR
Emerson Electric Co.
-$233.0K
102,137
-0%
减持
ABT
Abbott Laboratories
+$208.0K
107,525
-0%
减持
ABBV
AbbVie Inc.
-$126.0K
24,157
-0%
增持
MLKN
Herman Miller Inc.
-$104.0K
80,340
+21%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$72.0K
11,180
+14%
增持
LII
Lennox International Inc.
+$52.0K
12,830
+21%
减持
—
Linde plc SH
+$3.0K
4,220
-1%
