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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 65 项
建仓 2
增持 13
减持 47
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
INTU
Intuit Inc.
+$112.6M
1,099,413
-2%
减持
AAPL
Apple, Inc.
+$68.0M
3,913,699
-2%
减持
PFE
Pfizer Inc.
-$62.9M
11,775,507
-3%
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
EFX
Equifax Inc
+$62.7M
1,549,231
-11%
减持
KLAC
KLA Corporation
+$62.1M
548,790
-2%
减持
MSFT
Microsoft Corp
+$56.0M
2,577,239
-11%
减持
—
Accenture plc Class A
+$54.7M
2,426,646
-6%
减持
NKE
Nike Inc
+$54.3M
4,853,832
-2%
减持
APH
Amphenol Corp
+$44.3M
3,366,922
-2%
减持
MCO
Moody's Corp.
-$43.6M
426,966
-36%
减持
WM
Waste Management
+$40.4M
1,733,879
-2%
减持
BR
Broadridge Financial Solutions
+$40.0M
1,782,855
-2%
减持
TJX
TJX Companies Inc
-$39.5M
51,324
-90%
减持
HD
Home Depot Inc.
+$39.2M
1,047,967
-2%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
+$37.4M
6,292,869
-2%
减持
ADP
Automatic Data Processing, Inc
-$26.2M
1,981,320
-2%
减持
JNJ
Johnson & Johnson
-$25.1M
2,105,139
-8%
减持
MA
Mastercard Inc
+$22.8M
1,054,308
-2%
减持
BALL
Ball Corporation
+$19.9M
3,052,857
-2%
减持
TXN
Texas Instruments Inc
+$17.5M
2,231,201
-2%
减持
PEP
PepsiCo Inc.
-$15.6M
4,824,344
-2%
减持
MRSH
Marsh & McLennan Company Inc
-$15.3M
2,949,005
-2%
减持
UNH
Unitedhealth Group Inc
+$14.7M
1,369,190
-2%
减持
SBUX
Starbucks Corp
+$12.7M
4,843,828
-2%
减持
PG
Procter & Gamble Co
-$6.0M
2,349,913
-2%
清仓
—
Kellogg Company
-$5.1M
0
-100%
建仓
—
Kellanova
+$4.9M
87,700
建仓
ULTA
Ulta Beauty, Inc.
+$3.8M
7,710
减持
SYK
Stryker Corp
+$3.8M
2,308,327
-8%
减持
ADBE
Adobe Systems, Inc.
+$3.5M
44,182
-2%
清仓
EXPD
Expeditors International of WA
-$3.4M
0
-100%
减持
WAT
Waters Corp
+$3.0M
58,632
-1%
减持
BDX
Becton Dickinson & Co.
-$3.0M
50,179
-15%
减持
VRSK
Verisk Analytics Inc
-$2.5M
900,907
-2%
减持
ECL
Ecolab Inc
+$1.9M
70,871
-1%
减持
CDNS
Cadence Design Systems, Inc.
-$1.7M
10,730
-46%
清仓
RMD
Resmed
-$1.7M
0
-100%
增持
KEYS
Keysight Technologies, Inc.
+$1.5M
31,850
+17%
增持
DCI
Donaldson Co. Inc.
+$1.2M
56,760
+35%
减持
MMM
3M Co.
-$1.2M
30,840
-37%
增持
TECH
Techne Corp
+$1.2M
52,060
+24%
增持
CPB
Campbell Soup Company
+$1.1M
103,410
+25%
减持
OMC
Omnicom Group Inc
+$992.0K
83,701
-0%
减持
CTSH
Cognizant Technology Solutions
+$975.3K
131,060
-1%
减持
CL
Colgate Palmolive Co
+$828.1K
98,519
-0%
减持
LII
Lennox International Inc.
+$771.6K
15,170
-6%
增持
TSCO
Tractor Supply Co
+$750.4K
26,200
+9%
增持
TTC
Toro Company
+$674.7K
38,740
+6%
减持
UPS
United Parcel Svc Cl B
-$658.3K
40,310
-10%
减持
ORCL
Oracle Corp
-$625.3K
152,060
-3%
增持
MMS
MAXIMUS, Inc.
+$517.4K
30,330
+12%
增持
GPC
Genuine Parts Company
+$501.4K
44,370
+14%
减持
CPRT
Copart Inc. (DE)
+$491.3K
137,810
-5%
减持
URI
United Rentals, Inc.
+$463.2K
7,390
-13%
增持
CCK
Crown Holdings Inc.
+$366.4K
81,630
+1%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$359.4K
18,170
+3%
增持
GIS
General Mills Inc.
+$336.4K
123,295
+3%
减持
CLX
Clorox Company
+$322.7K
28,215
-0%
减持
MANH
Manhattan Associates, Inc.
-$306.8K
24,040
-13%
减持
RTX
Raytheon Technologies Corp
+$215.5K
21,050
-3%
减持
WSM
Williams Sonoma Inc
+$167.8K
18,360
-19%
增持
—
AON plc Registered Shs
-$141.6K
5,340
+2%
增持
—
Genpact Limited
+$42.7K
153,070
+5%
减持
—
Linde plc
+$32.4K
1,505
-4%
减持
EMR
Emerson Elec Co
+$27.2K
93,920
-0%
