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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 67 项
建仓 5
增持 11
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
PFE
Pfizer Inc.
-$339.0M
0
-100%
减持
PEP
PepsiCo Inc.
-$275.5M
3,107,551
-36%
建仓
ZTS
Zoetis, Inc.
+$265.7M
1,570,349
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。
建仓
MCD
McDonald's Corp.
+$121.6M
431,362
增持
MRSH
Marsh & McLennan Company Inc
+$97.5M
3,186,076
+8%
减持
NKE
Nike Inc
-$96.7M
4,578,359
-6%
减持
MCO
Moody's Corp.
-$96.4M
179,101
-58%
减持
AAPL
Apple, Inc.
-$84.8M
3,899,621
-0%
减持
SYK
Stryker Corp
+$65.6M
2,114,915
-8%
增持
KLAC
KLA Corporation
+$64.5M
548,990
+0%
减持
WM
Waste Management
+$57.3M
1,725,604
-0%
减持
MA
Mastercard Inc
+$55.7M
1,049,377
-0%
减持
UNH
Unitedhealth Group Inc
-$47.8M
1,360,511
-1%
减持
HD
Home Depot Inc.
-$36.4M
851,908
-19%
减持
PG
Procter & Gamble Co
+$34.5M
2,335,188
-1%
减持
ADP
Automatic Data Processing, Inc
+$30.8M
1,971,675
-0%
减持
BALL
Ball Corporation
+$29.0M
3,037,277
-1%
减持
EFX
Equifax Inc
+$28.0M
1,536,866
-1%
减持
INTU
Intuit Inc.
+$24.3M
1,094,629
-0%
减持
SBUX
Starbucks Corp
-$23.6M
4,829,984
-0%
减持
MSFT
Microsoft Corp
+$16.2M
2,342,114
-9%
减持
—
Accenture plc Class A
-$14.1M
2,416,163
-0%
减持
JNJ
Johnson & Johnson
-$10.7M
2,018,153
-4%
减持
APH
Amphenol Corp
+$9.6M
2,976,597
-12%
减持
TXN
Texas Instruments Inc
+$8.2M
2,230,211
-0%
建仓
—
Kellanova
+$5.8M
100,447
清仓
—
Kellanova
-$4.9M
0
-100%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$4.2M
5,796,244
-8%
减持
ADBE
Adobe Systems, Inc.
-$4.1M
44,162
-0%
建仓
MSCI
MSCI, Inc.
+$3.4M
6,130
减持
VRSK
Verisk Analytics Inc
-$3.0M
900,115
-0%
清仓
CDNS
Cadence Design Systems, Inc.
-$2.9M
0
-100%
减持
BR
Broadridge Financial Solutions
-$2.8M
1,776,877
-0%
减持
UPS
United Parcel Svc Cl B
-$2.8M
23,914
-41%
建仓
ON
ON Semiconductor Corp
+$2.3M
31,030
减持
ECL
Ecolab Inc
+$2.2M
70,426
-1%
增持
BAH
Booz Allen Hamilton Holding Co
+$2.1M
28,380
+74%
减持
TJX
TJX Companies Inc
-$1.8M
29,355
-43%
减持
MCHP
Microchip Technology Inc
-$1.6M
55,080
-24%
减持
BDX
Becton Dickinson & Co.
-$1.4M
43,701
-13%
减持
EHC
Encompass Health Corp
+$1.3M
100,540
-5%
增持
MMS
MAXIMUS, Inc.
+$1.2M
44,220
+46%
增持
BBY
Best Buy Co. Inc.
+$1.0M
76,455
+14%
减持
CL
Colgate Palmolive Co
+$950.2K
97,759
-1%
增持
—
AON plc Registered Shs
+$948.9K
7,500
+40%
增持
CPB
Campbell Soup Company
+$900.4K
120,828
+17%
减持
URI
United Rentals, Inc.
-$884.4K
4,650
-37%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$836.8K
20,040
+10%
减持
OMC
Omnicom Group Inc
+$765.0K
82,741
-1%
减持
ABBV
AbbVie Inc.
+$601.5K
22,227
-0%
减持
WAT
Waters Corp
-$597.3K
54,342
-7%
增持
—
Genpact Limited
+$571.0K
178,575
+17%
减持
KR
Kroger Company
+$558.8K
120,180
-13%
增持
ULTA
Ulta Beauty, Inc.
+$546.4K
8,270
+7%
减持
WSM
Williams Sonoma Inc
+$531.2K
13,340
-27%
减持
LEVI
Levi Strauss & Co
+$482.5K
238,140
-8%
减持
TROW
T Rowe Price Group Inc
+$439.2K
32,186
-1%
减持
CRL
Charles River Laboratories
+$380.8K
23,680
-7%
减持
—
Laboratory Corp of America
-$378.4K
32,300
-1%
减持
ABT
Abbott Labs
+$368.4K
103,378
-0%
减持
CTSH
Cognizant Technology Solutions
-$352.2K
130,260
-1%
减持
MANH
Manhattan Associates, Inc.
-$289.3K
19,530
-19%
增持
CCK
Crown Holdings Inc.
-$286.6K
91,228
+12%
减持
MMM
3M Co.
-$255.1K
29,380
-5%
减持
RTX
Raytheon Technologies Corp
+$249.7K
20,720
-2%
减持
KO
Coca-Cola Company
+$223.0K
126,228
-1%
减持
LII
Lennox International Inc.
+$92.9K
14,080
-7%
