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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 75 项
建仓 1
增持 29
减持 45
方向
标的
Δ市值
现股数(环比)
减持
UPS
United Parcel Svc Cl B
-$259.7M
44,885
-97%
减持
BDX
Becton Dickinson & Co.
-$187.3M
58,828
-92%
减持
TJX
TJX Companies Inc
-$112.9M
498,657
-73%
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
AAPL
Apple, Inc.
-$111.7M
4,003,852
-3%
减持
JNJ
Johnson & Johnson
-$111.5M
2,279,437
-19%
减持
SYK
Stryker Corp
-$99.8M
2,515,827
-3%
增持
GOOGL
Alphabet Inc Cap Stk Cl A
+$91.7M
6,431,788
+3%
减持
MSFT
Microsoft Corp
-$82.2M
2,891,977
-1%
增持
INTU
Intuit Inc.
+$73.7M
1,124,555
+3%
增持
NKE
Nike Inc
-$59.1M
4,943,376
+3%
增持
PEP
PepsiCo Inc.
-$54.1M
4,927,822
+3%
增持
UNH
Unitedhealth Group Inc
+$51.5M
1,400,591
+3%
增持
KLAC
KLA Corporation
+$50.9M
560,075
+32%
增持
EFX
Equifax Inc
-$49.2M
1,749,202
+11%
减持
MCO
Moody's Corp.
-$39.8M
665,187
-8%
增持
TXN
Texas Instruments Inc
-$36.2M
2,281,848
+3%
增持
BR
Broadridge Financial Solutions
+$31.7M
1,825,339
+2%
减持
ADP
Automatic Data Processing, Inc
+$31.0M
2,027,440
-2%
增持
PFE
Pfizer Inc.
-$29.6M
12,115,840
+3%
增持
WM
Waste Management
-$29.3M
1,772,028
+3%
增持
SBUX
Starbucks Corp
-$25.4M
4,956,442
+3%
减持
PG
Procter & Gamble Co
-$23.7M
2,402,110
-3%
增持
MRSH
Marsh & McLennan Company Inc
+$22.9M
3,016,476
+3%
增持
BALL
Ball Corporation
-$20.8M
3,126,992
+3%
增持
—
Accenture plc Class A
+$17.7M
2,594,621
+3%
增持
MA
Mastercard Inc
+$14.3M
1,078,169
+3%
减持
APH
Amphenol Corp
-$5.8M
3,446,084
-1%
减持
VRSK
Verisk Analytics Inc
+$3.7M
921,432
-3%
减持
RMD
Resmed
-$3.3M
11,720
-49%
减持
MMS
MAXIMUS, Inc.
-$3.3M
27,130
-57%
减持
EXPD
Expeditors International of WA
-$2.9M
30,010
-43%
减持
ORCL
Oracle Corp
-$2.1M
157,260
-0%
减持
OMC
Omnicom Group Inc
-$1.8M
83,901
-1%
建仓
BAH
Booz Allen Hamilton Holding Co
+$1.8M
16,310
增持
WAT
Waters Corp
+$1.7M
59,442
+9%
增持
WSM
Williams Sonoma Inc
+$1.4M
22,760
+32%
减持
ABT
Abbott Labs
-$1.4M
103,403
-1%
减持
ECL
Ecolab Inc
-$1.3M
71,486
-1%
减持
EHC
Encompass Health Corp
-$1.2M
105,540
-14%
增持
—
Laboratory Corp of America
-$1.1M
32,710
+2%
减持
CDNS
Cadence Design Systems, Inc.
-$1.1M
19,920
-19%
减持
MCHP
Microchip Technology Inc
-$1.1M
72,840
-3%
减持
BBY
Best Buy Co. Inc.
-$1.0M
67,290
-3%
增持
CPB
Campbell Soup Company
+$988.8K
82,810
+57%
减持
MANH
Manhattan Associates, Inc.
-$915.1K
27,740
-13%
减持
LII
Lennox International Inc.
-$898.7K
16,070
-24%
减持
ADBE
Adobe Systems, Inc.
+$884.4K
44,917
-0%
减持
—
Kellogg Company
-$879.2K
86,320
-3%
减持
CHD
Church & Dwight Co Inc
-$865.6K
56,010
-6%
减持
TTC
Toro Company
-$806.5K
36,630
-3%
减持
TECH
Techne Corp
-$686.3K
42,000
-3%
减持
URI
United Rentals, Inc.
-$616.9K
8,490
-14%
减持
KO
Coca-Cola Company
-$599.8K
127,263
-1%
增持
CPRT
Copart Inc. (DE)
-$591.2K
145,310
+93%
增持
GPC
Genuine Parts Company
-$577.1K
39,090
+6%
减持
KR
Kroger Company
-$531.4K
137,980
-3%
减持
GNTX
Gentex Corporation
-$516.3K
154,820
-18%
减持
EMR
Emerson Elec Co
+$506.4K
94,377
-1%
增持
KEYS
Keysight Technologies, Inc.
+$472.8K
27,240
+46%
增持
TSCO
Tractor Supply Co
+$410.5K
24,050
+19%
增持
—
Genpact Limited
+$404.7K
145,590
+12%
减持
LEVI
Levi Strauss & Co
-$347.1K
258,640
-3%
减持
CBRE
CBRE Group Inc.
-$343.5K
35,770
-3%
减持
MMM
3M Co.
-$335.7K
48,790
-0%
减持
CTSH
Cognizant Technology Solutions
+$303.2K
131,734
-0%
减持
ABBV
AbbVie Inc.
+$301.1K
22,237
-1%
增持
HD
Home Depot Inc.
-$285.3K
1,072,168
+3%
减持
POOL
Pool Corporation
-$257.7K
8,240
-3%
增持
CRL
Charles River Laboratories
-$248.7K
25,530
+2%
减持
FDS
FactSet Research Systems Inc.
+$245.3K
10,750
-3%
减持
FFIV
F5 Networks Inc.
+$224.4K
22,750
-3%
减持
DCI
Donaldson Co. Inc.
-$210.1K
42,060
-3%
增持
GIS
General Mills Inc.
+$138.3K
120,254
+22%
减持
CCK
Crown Holdings Inc.
-$108.8K
80,820
-3%
增持
—
AON plc Registered Shs
+$31.8K
5,230
+9%
