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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 74 项
建仓 4
增持 53
减持 15
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GIS
General Mills Inc.
-$204.3M
136,555
-96%
建仓
MCO
Moody's Corp.
+$173.1M
513,165
增持
MMM
3M Company
-$89.9M
3,275,285
+1%
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。
增持
INTU
Intuit Inc.
-$85.2M
802,864
+10%
增持
HD
Home Depot Inc.
-$84.8M
881,696
+5%
增持
MSFT
Microsoft Corp
-$78.3M
2,956,142
+0%
增持
—
Accenture Plc
-$75.3M
1,759,010
+9%
增持
PFE
Pfizer Inc.
-$66.3M
9,707,973
+1%
增持
EFX
Equifax Inc
-$51.8M
1,313,574
+6%
减持
UNH
Unitedhealth Group Inc
-$47.4M
1,149,701
-9%
增持
BR
Broadridge Financial Solutions
-$43.3M
1,684,618
+1%
增持
ADP
Automatic Data Processing Inc.
-$38.3M
2,207,324
+1%
增持
MA
Mastercard Inc.
+$33.9M
990,816
+11%
增持
MRSH
Marsh & McLennan Company Inc
+$32.2M
1,598,315
+16%
减持
JNJ
Johnson & Johnson
-$31.5M
3,694,332
-8%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
-$31.0M
325,012
+1%
增持
TXN
Texas Instruments Inc
+$29.5M
1,749,675
+13%
增持
PEP
PepsiCo Inc.
-$26.3M
5,033,761
+1%
增持
SBUX
Starbucks Corp
-$25.9M
4,220,525
+20%
增持
TJX
TJX Companies Inc
-$25.6M
4,146,825
+14%
减持
BDX
Becton Dickinson & Co.
-$24.9M
2,064,286
-10%
增持
PG
Procter & Gamble Co.
-$22.8M
2,334,869
+1%
增持
APH
Amphenol Corp.
-$20.8M
1,840,772
+1%
增持
NKE
Nike Inc Cl B
-$13.0M
4,222,897
+21%
增持
WM
Waste Management
-$12.4M
1,630,853
+0%
增持
VRSK
Verisk Analytics Inc
-$9.0M
756,763
+1%
增持
CTSH
Cognizant Tech Solutions
+$7.8M
5,011,274
+1%
增持
AAPL
Apple Inc.
-$6.9M
4,082,865
+1%
建仓
CDNS
Cadence Design Systems, Inc.
+$5.8M
35,530
建仓
MANH
Manhattan Associates, Inc.
+$5.5M
39,310
减持
ADBE
Adobe Systems Inc.
-$5.3M
44,972
-1%
减持
ECL
Ecolab Inc
-$4.4M
74,637
-0%
增持
SYK
Stryker Corp
+$4.3M
2,439,668
+1%
减持
WAT
Waters Corp
-$3.0M
46,867
-1%
减持
LSTR
Landstar System Inc.
-$2.9M
16,760
-45%
增持
URI
United Rentals, Inc.
+$2.5M
13,340
+100%
增持
EHC
Encompass Health Corp
+$2.5M
126,480
+27%
建仓
TTC
Toro Company
+$2.2M
26,010
增持
CCK
Crown Holdings Inc.
+$2.0M
76,360
+12%
增持
UPS
United Parcel Svc Cl B
+$1.9M
1,235,235
+1%
增持
RMD
Resmed
+$1.7M
15,540
+95%
增持
BBY
Best Buy Co. Inc.
+$1.7M
88,690
+41%
减持
KR
Kroger Company
+$1.6M
146,990
-2%
增持
MCHP
Microchip Technology Inc
+$1.4M
116,100
+39%
增持
MMS
MAXIMUS, Inc.
+$1.3M
58,280
+53%
清仓
GWW
W.W. Grainger Inc.
-$1.3M
0
-100%
增持
LEVI
Levi Strauss & Co
+$1.2M
365,150
+53%
减持
ORCL
Oracle Corporation
-$1.2M
179,260
-2%
增持
CHD
Church & Dwight Co Inc
+$1.0M
88,210
+17%
减持
OMC
Omnicom Group Inc
+$919.0K
91,764
-2%
清仓
ON
ON Semiconductor Corp
-$913.0K
0
-100%
增持
GNTX
Gentex Corporation
+$819.0K
195,910
+39%
增持
GPC
Genuine Parts Company
+$645.0K
67,690
+20%
增持
—
Kellogg Company
+$543.0K
58,110
+17%
增持
CPRT
Copart Inc. (DE)
+$535.0K
65,760
+29%
增持
CRI
Carter's Inc.
+$499.0K
41,640
+27%
增持
CBRE
CBRE Group Inc.
-$425.0K
38,180
+6%
减持
TSCO
Tractor Supply Co
-$424.0K
12,060
-11%
增持
EXPD
Expeditors International of WA
-$339.0K
62,300
+24%
增持
CPB
Campbell Soup Company
+$332.0K
67,350
+10%
增持
PAYX
Paychex Inc.
+$310.0K
35,730
+7%
增持
—
Laboratory Corp of America
+$264.0K
31,270
+23%
增持
SMG
The Scotts Miracle-Gro Co.
-$252.0K
58,520
+27%
增持
POOL
Pool Corporation
+$249.0K
5,500
+50%
减持
RTX
Raytheon Technologies Corp
+$242.0K
21,850
-2%
增持
FFIV
F5 Networks Inc.
-$209.0K
31,300
+13%
增持
LII
Lennox International Inc.
+$183.0K
16,850
+31%
增持
FDS
FactSet Research Systems Inc.
-$162.0K
17,850
+10%
增持
DCI
Donaldson Co. Inc.
+$134.0K
44,880
+21%
减持
—
Linde plc SH
-$122.0K
4,195
-1%
增持
TSM
Taiwan Semiconductor Manuf ADR
-$100.0K
14,020
+8%
增持
MLKN
MillerKnoll, Inc.
+$79.0K
98,980
+16%
增持
HAS
Hasbro Inc
+$70.0K
92,830
+25%
减持
RS
Reliance Steel And Aluminum Co
-$68.0K
1,452
-29%
