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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 84 项
建仓 3
增持 79
减持 2
方向
标的
Δ市值
现股数(环比)
增持
PEP
PepsiCo Inc.
+$997.3M
9,857,942
+105%
增持
UNH
Unitedhealth Group Inc
+$867.4M
2,786,196
+131%
增持
MSFT
Microsoft Corp
+$822.8M
6,379,216
+110%
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
SYK
Stryker Corp
+$783.2M
5,276,566
+111%
增持
NKE
Nike Inc
+$763.9M
9,854,684
+110%
增持
—
Accenture plc Class A
+$735.3M
4,692,664
+134%
增持
PFE
Pfizer Inc.
+$642.1M
21,051,948
+111%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$605.5M
14,121,780
+111%
增持
JNJ
Johnson & Johnson
+$577.2M
6,591,654
+83%
增持
BDX
Becton Dickinson & Co.
+$548.9M
4,019,216
+89%
增持
SBUX
Starbucks Corp
+$543.0M
9,162,084
+111%
增持
MRSH
Marsh & McLennan Company Inc
+$534.6M
5,230,928
+136%
增持
AAPL
Apple, Inc.
+$516.1M
8,431,188
+101%
增持
ADP
Automatic Data Processing, Inc
+$505.4M
4,262,686
+88%
增持
INTU
Intuit Inc.
+$463.8M
2,016,984
+143%
增持
PG
Procter & Gamble Co
+$462.9M
5,057,122
+110%
增持
MA
Mastercard Inc
+$456.7M
2,147,124
+111%
增持
TXN
Texas Instruments Inc
+$413.4M
4,191,338
+132%
增持
HD
Home Depot Inc.
+$395.7M
2,137,580
+111%
增持
EFX
Equifax Inc
+$362.8M
3,223,516
+110%
增持
APH
Amphenol Corp
+$348.5M
7,120,860
+146%
增持
TJX
TJX Companies Inc
+$334.5M
7,529,046
+77%
增持
UPS
United Parcel Svc Cl B
+$325.7M
3,053,472
+140%
增持
WM
Waste Management
+$286.2M
3,535,182
+111%
增持
BR
Broadridge Financial Solutions
+$240.4M
3,640,166
+112%
增持
MCO
Moody's Corp.
+$231.7M
1,472,480
+100%
减持
CTSH
Cognizant Technology Solutions
-$214.3M
347,486
-91%
增持
VRSK
Verisk Analytics Inc
+$185.7M
1,943,488
+111%
增持
BALL
Ball Corporation
+$168.4M
6,225,860
+101%
减持
MMM
3M Co.
-$130.1M
169,344
-88%
增持
WAT
Waters Corp
+$19.4M
93,484
+100%
增持
ADBE
Adobe Systems, Inc.
+$18.0M
90,382
+101%
增持
ORCL
Oracle Corp
+$16.9M
330,520
+100%
增持
ABT
Abbott Labs
+$13.1M
212,850
+100%
增持
EMR
Emerson Elec Co
+$11.6M
198,110
+94%
增持
ECL
Ecolab Inc
+$10.8M
147,480
+100%
增持
GIS
General Mills Inc.
+$9.2M
205,064
+96%
增持
EHC
Encompass Health Corp
+$9.1M
253,360
+90%
增持
KO
Coca-Cola Company
+$9.1M
258,246
+97%
增持
—
Laboratory Corp of America
+$8.8M
66,080
+100%
增持
CL
Colgate Palmolive Co
+$8.7M
201,998
+97%
增持
OMC
Omnicom Group Inc
+$8.6M
176,070
+94%
增持
BBY
Best Buy Co. Inc.
+$7.7M
166,220
+87%
增持
CPRT
Copart Inc. (DE)
+$7.3M
234,220
+256%
增持
CCK
Crown Holdings Inc.
+$6.7M
160,600
+100%
增持
GPC
Genuine Parts Company
+$6.7M
75,880
+75%
增持
CRL
Charles River Laboratories
+$6.6M
46,160
+166%
增持
CHD
Church & Dwight Co Inc
+$6.5M
154,580
+86%
增持
MMS
MAXIMUS, Inc.
+$6.2M
130,320
+124%
增持
LEVI
Levi Strauss & Co
+$6.1M
730,300
+100%
增持
GNTX
Gentex Corporation
+$6.0M
391,820
+100%
增持
KR
Kroger Company
+$5.9M
260,160
+100%
增持
MCHP
Microchip Technology Inc
+$5.8M
183,200
+58%
增持
EXPD
Expeditors International of WA
+$5.8M
108,400
+74%
增持
MANH
Manhattan Associates, Inc.
+$5.7M
88,260
+133%
增持
—
Genpact Limited
+$5.2M
212,760
+100%
增持
—
Kellogg Company
+$5.2M
129,520
+123%
增持
URI
United Rentals, Inc.
+$4.8M
23,680
+78%
增持
CDNS
Cadence Design Systems, Inc.
+$4.5M
59,340
+93%
增持
ABBV
AbbVie Inc.
+$4.5M
47,734
+99%
增持
TTC
Toro Company
+$4.5M
69,140
+78%
增持
FFIV
F5 Networks Inc.
+$4.5M
62,600
+100%
增持
LII
Lennox International Inc.
+$4.3M
33,700
+100%
增持
CLX
Clorox Company
+$4.3M
56,820
+96%
增持
FDS
FactSet Research Systems Inc.
+$4.0M
22,960
+75%
增持
HAS
Hasbro Inc
+$3.9M
159,740
+84%
增持
CPB
Campbell Soup Company
+$3.8M
122,180
+81%
增持
TROW
T Rowe Price Group Inc
+$3.7M
64,722
+100%
增持
CBRE
CBRE Group Inc.
+$3.3M
76,360
+100%
增持
RMD
Resmed
+$3.3M
34,940
+92%
增持
DCI
Donaldson Co. Inc.
+$3.1M
89,760
+100%
增持
POOL
Pool Corporation
+$3.0M
17,580
+140%
增持
LSTR
Landstar System Inc.
+$2.7M
31,400
+87%
增持
RTX
Raytheon Technologies Corp
+$2.6M
43,700
+100%
增持
CRI
Carter's Inc.
+$2.5M
70,280
+69%
建仓
—
AON plc Registered Shs
+$2.2M
7,280
增持
BMY
Bristol Myers Squibb Co.
+$1.9M
52,750
+100%
增持
WSM
Williams Sonoma Inc
+$1.7M
30,720
+100%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$1.7M
37,440
+129%
增持
TSCO
Tractor Supply Co
+$1.5M
11,540
+100%
增持
—
Linde plc SH
+$1.2M
7,060
+68%
增持
PAYX
Paychex Inc.
+$1.2M
19,660
+100%
建仓
SPY
SPDR S&P 500 ETF Trust
+$481.9K
1,260
建仓
RS
Reliance Steel And Aluminum Co
+$461.6K
2,280
