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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 86 项
建仓 2
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
PEP
PepsiCo Inc.
-$922.7M
4,745,892
-52%
减持
UNH
Unitedhealth Group Inc
-$844.5M
1,346,008
-52%
减持
JNJ
Johnson & Johnson
-$736.9M
2,786,087
-58%
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
BDX
Becton Dickinson & Co.
-$690.2M
1,353,836
-66%
减持
MSFT
Microsoft Corp
-$654.1M
3,082,963
-52%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$620.1M
6,203,089
-56%
减持
PFE
Pfizer Inc.
-$609.6M
11,617,395
-45%
减持
NKE
Nike Inc
-$580.6M
4,766,511
-52%
减持
SYK
Stryker Corp
-$574.2M
2,550,264
-52%
减持
ADP
Automatic Data Processing, Inc
-$566.2M
2,059,198
-52%
减持
—
Accenture plc Class A
-$547.3M
2,493,633
-47%
减持
AAPL
Apple, Inc.
-$435.0M
4,067,784
-52%
减持
SBUX
Starbucks Corp
-$425.6M
4,769,555
-48%
减持
PG
Procter & Gamble Co
-$406.4M
2,441,851
-52%
减持
MRSH
Marsh & McLennan Company Inc
-$388.4M
2,894,598
-45%
减持
HD
Home Depot Inc.
-$380.8M
1,031,578
-52%
减持
MA
Mastercard Inc
-$373.7M
1,038,008
-52%
减持
TJX
TJX Companies Inc
-$373.6M
2,934,891
-61%
减持
EFX
Equifax Inc
-$315.4M
1,557,813
-52%
减持
INTU
Intuit Inc.
-$308.4M
1,083,014
-46%
减持
TXN
Texas Instruments Inc
-$288.6M
2,192,271
-48%
减持
WM
Waste Management
-$279.1M
1,705,758
-52%
减持
APH
Amphenol Corp
-$264.5M
3,442,476
-52%
减持
UPS
United Parcel Svc Cl B
-$249.3M
1,473,140
-52%
减持
BR
Broadridge Financial Solutions
-$232.3M
1,763,639
-52%
减持
MCO
Moody's Corp.
-$196.0M
712,097
-52%
减持
VRSK
Verisk Analytics Inc
-$163.6M
939,027
-52%
减持
BALL
Ball Corporation
-$155.1M
3,008,136
-52%
减持
WAT
Waters Corp
-$18.1M
45,802
-51%
减持
MMM
3M Co.
-$13.8M
63,275
-63%
减持
ADBE
Adobe Systems, Inc.
-$13.2M
45,029
-50%
减持
ABT
Abbott Labs
-$12.9M
106,153
-50%
减持
ORCL
Oracle Corp
-$12.6M
159,645
-52%
减持
CTSH
Cognizant Technology Solutions
-$11.5M
139,640
-60%
减持
EMR
Emerson Elec Co
-$10.6M
98,220
-50%
减持
ECL
Ecolab Inc
-$9.5M
73,066
-50%
减持
KO
Coca-Cola Company
-$8.5M
128,723
-50%
减持
EHC
Encompass Health Corp
-$8.4M
126,680
-50%
减持
CL
Colgate Palmolive Co
-$8.3M
100,799
-50%
减持
GIS
General Mills Inc.
-$8.3M
104,862
-49%
减持
—
Laboratory Corp of America
-$8.1M
33,040
-50%
减持
BBY
Best Buy Co. Inc.
-$7.9M
71,810
-57%
减持
GPC
Genuine Parts Company
-$6.9M
37,940
-50%
减持
CCK
Crown Holdings Inc.
-$6.7M
80,300
-50%
减持
CPRT
Copart Inc. (DE)
-$6.6M
104,210
-56%
减持
OMC
Omnicom Group Inc
-$6.4M
86,330
-51%
减持
CHD
Church & Dwight Co Inc
-$6.2M
71,990
-53%
减持
HAS
Hasbro Inc
-$6.0M
71,470
-55%
减持
LEVI
Levi Strauss & Co
-$5.7M
311,850
-57%
减持
MCHP
Microchip Technology Inc
-$5.5M
89,300
-51%
减持
EXPD
Expeditors International of WA
-$5.5M
54,200
-50%
减持
GNTX
Gentex Corporation
-$5.3M
195,910
-50%
清仓
CRI
Carter's Inc.
-$5.2M
0
-100%
清仓
LSTR
Landstar System Inc.
-$5.1M
0
-100%
减持
CRL
Charles River Laboratories
-$5.0M
25,780
-44%
减持
—
Genpact Limited
-$4.8M
110,420
-48%
减持
MMS
MAXIMUS, Inc.
-$4.5M
65,160
-50%
减持
FFIV
F5 Networks Inc.
-$4.5M
31,300
-50%
减持
FDS
FactSet Research Systems Inc.
-$4.5M
11,480
-50%
减持
URI
United Rentals, Inc.
-$4.5M
10,180
-57%
减持
KR
Kroger Company
-$4.4M
147,260
-43%
减持
TTC
Toro Company
-$4.1M
34,570
-50%
减持
MANH
Manhattan Associates, Inc.
-$4.0M
44,130
-50%
减持
CPB
Campbell Soup Company
-$4.0M
54,480
-55%
减持
ABBV
AbbVie Inc.
-$3.9M
23,867
-50%
减持
CLX
Clorox Company
-$3.6M
28,235
-50%
减持
—
Kellogg Company
-$3.5M
85,300
-34%
减持
TROW
T Rowe Price Group Inc
-$3.5M
32,361
-50%
减持
CDNS
Cadence Design Systems, Inc.
-$3.4M
29,670
-50%
减持
CBRE
CBRE Group Inc.
-$3.2M
38,180
-50%
减持
RMD
Resmed
-$3.0M
19,650
-44%
减持
LII
Lennox International Inc.
-$2.8M
21,480
-36%
建仓
TECH
Techne Corp
+$2.7M
37,270
减持
DCI
Donaldson Co. Inc.
-$2.4M
44,880
-50%
减持
POOL
Pool Corporation
-$2.4M
8,790
-50%
清仓
—
Linde plc SH
-$2.3M
0
-100%
减持
RTX
Raytheon Technologies Corp
-$2.3M
21,850
-50%
减持
BMY
Bristol Myers Squibb Co.
-$2.0M
26,375
-50%
减持
WSM
Williams Sonoma Inc
-$1.7M
15,360
-50%
减持
TSCO
Tractor Supply Co
-$1.3M
5,770
-50%
减持
TSM
Taiwan Semiconductor Manuf ADR
-$1.2M
17,540
-53%
减持
PAYX
Paychex Inc.
-$1.2M
9,830
-50%
建仓
—
Linde plc
+$950.0K
2,715
减持
—
AON plc Registered Shs
-$901.7K
4,100
-44%
清仓
SPY
SPDR S&P 500 ETF Trust
-$481.9K
0
-100%
清仓
RS
Reliance Steel And Aluminum Co
-$461.6K
0
-100%
