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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 78 项
建仓 2
增持 36
减持 39
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
KLAC
KLA Corporation
+$206.0M
424,723
增持
AAPL
Apple, Inc.
+$136.7M
4,109,792
+1%
减持
BDX
Becton Dickinson & Co.
-$129.4M
767,204
-43%
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
GOOGL
Alphabet Inc Cap Stk Cl A
+$124.1M
6,265,198
+1%
减持
MSFT
Microsoft Corp
+$119.6M
2,922,834
-5%
增持
—
Accenture plc Class A
+$74.3M
2,524,809
+1%
增持
MRSH
Marsh & McLennan Company Inc
+$73.8M
2,930,194
+1%
增持
SYK
Stryker Corp
+$71.4M
2,580,599
+1%
减持
TJX
TJX Companies Inc
-$68.5M
1,853,938
-37%
增持
EFX
Equifax Inc
+$58.6M
1,570,978
+1%
增持
NKE
Nike Inc
-$40.7M
4,818,308
+1%
增持
MA
Mastercard Inc
+$39.6M
1,048,854
+1%
增持
BR
Broadridge Financial Solutions
+$39.2M
1,782,104
+1%
增持
JNJ
Johnson & Johnson
+$39.1M
2,818,707
+1%
增持
PFE
Pfizer Inc.
-$37.7M
11,762,638
+1%
增持
MCO
Moody's Corp.
+$35.8M
719,167
+1%
增持
VRSK
Verisk Analytics Inc
+$34.7M
946,702
+1%
增持
PEP
PepsiCo Inc.
+$30.9M
4,800,258
+1%
增持
HD
Home Depot Inc.
+$29.9M
1,043,818
+1%
增持
INTU
Intuit Inc.
+$24.3M
1,093,205
+1%
增持
WM
Waste Management
+$23.9M
1,726,658
+1%
增持
UNH
Unitedhealth Group Inc
+$22.0M
1,362,151
+1%
增持
APH
Amphenol Corp
+$17.6M
3,475,919
+1%
增持
UPS
United Parcel Svc Cl B
-$14.8M
1,487,705
+1%
增持
PG
Procter & Gamble Co
+$14.1M
2,465,510
+1%
增持
BALL
Ball Corporation
+$13.2M
3,031,577
+1%
增持
SBUX
Starbucks Corp
-$5.5M
4,822,822
+1%
增持
TXN
Texas Instruments Inc
-$4.9M
2,216,697
+1%
增持
ADP
Automatic Data Processing, Inc
+$4.8M
2,078,245
+1%
减持
ORCL
Oracle Corp
+$4.3M
157,700
-1%
清仓
HAS
Hasbro Inc
-$3.7M
0
-100%
增持
TSCO
Tractor Supply Co
+$3.1M
20,230
+251%
建仓
KEYS
Keysight Technologies, Inc.
+$3.1M
18,700
减持
LEVI
Levi Strauss & Co
-$1.8M
267,460
-14%
减持
LII
Lennox International Inc.
+$1.6M
21,210
-1%
减持
MMM
3M Co.
-$1.6M
48,990
-23%
减持
EHC
Encompass Health Corp
+$1.6M
122,740
-3%
减持
ECL
Ecolab Inc
+$1.5M
71,866
-2%
减持
GIS
General Mills Inc.
-$1.4M
98,524
-6%
减持
FFIV
F5 Networks Inc.
-$1.0M
23,530
-25%
减持
ABT
Abbott Labs
+$864.4K
104,403
-2%
增持
TECH
Techne Corp
+$845.7K
43,430
+17%
减持
CPRT
Copart Inc. (DE)
-$804.7K
75,130
-28%
增持
RMD
Resmed
+$801.7K
23,090
+18%
减持
ABBV
AbbVie Inc.
-$755.6K
22,367
-6%
增持
CCK
Crown Holdings Inc.
+$714.5K
83,570
+4%
减持
MCHP
Microchip Technology Inc
-$644.3K
75,320
-16%
增持
WAT
Waters Corp
+$641.8K
54,762
+20%
减持
EXPD
Expeditors International of WA
+$559.1K
52,520
-3%
减持
CPB
Campbell Soup Company
-$550.7K
52,790
-3%
减持
KR
Kroger Company
-$518.6K
142,680
-3%
减持
URI
United Rentals, Inc.
+$459.8K
9,860
-3%
减持
CDNS
Cadence Design Systems, Inc.
-$391.6K
24,520
-17%
增持
—
AON plc Registered Shs
+$380.6K
4,820
+18%
减持
—
Linde plc
-$350.5K
1,573
-42%
增持
WSM
Williams Sonoma Inc
+$338.1K
17,210
+12%
增持
—
Kellogg Company
+$330.0K
89,260
+5%
减持
MANH
Manhattan Associates, Inc.
-$309.6K
32,010
-27%
减持
MMS
MAXIMUS, Inc.
+$305.6K
63,140
-3%
减持
—
Laboratory Corp of America
+$300.9K
32,010
-3%
减持
BBY
Best Buy Co. Inc.
+$293.4K
69,580
-3%
减持
CBRE
CBRE Group Inc.
+$280.8K
36,990
-3%
减持
CTSH
Cognizant Technology Solutions
+$268.6K
132,054
-5%
减持
FDS
FactSet Research Systems Inc.
-$259.4K
11,120
-3%
减持
CHD
Church & Dwight Co Inc
-$253.8K
59,840
-17%
减持
POOL
Pool Corporation
+$246.2K
8,520
-3%
减持
KO
Coca-Cola Company
-$237.5K
128,263
-0%
减持
EMR
Emerson Elec Co
+$200.9K
95,227
-3%
减持
GNTX
Gentex Corporation
+$184.2K
189,820
-3%
减持
DCI
Donaldson Co. Inc.
-$176.2K
43,490
-3%
增持
—
Genpact Limited
-$160.6K
129,510
+17%
增持
TSM
Taiwan Semiconductor Manuf
+$155.3K
17,610
+0%
减持
CRL
Charles River Laboratories
+$146.8K
24,980
-3%
增持
TTC
Toro Company
+$82.4K
37,880
+10%
减持
OMC
Omnicom Group Inc
+$46.2K
84,629
-2%
减持
CL
Colgate Palmolive Co
+$25.6K
98,789
-2%
减持
GPC
Genuine Parts Company
-$15.3K
36,760
-3%
减持
RTX
Raytheon Technologies Corp
-$10.1K
21,615
-1%
