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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 63 项
建仓 6
增持 16
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
UNH
Unitedhealth Group Inc
-$181.0M
966,191
-29%
建仓
SHW
Sherwin-Williams Co
+$169.8M
568,878
减持
SBUX
Starbucks Corp
-$157.0M
3,653,969
-24%
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
NKE
Nike Inc
-$152.4M
3,686,612
-19%
减持
AAPL
Apple, Inc.
+$149.4M
3,884,083
-0%
减持
HD
Home Depot Inc.
-$148.1M
519,179
-39%
增持
—
Accenture plc Class A
-$96.3M
2,442,792
+1%
减持
PEP
PepsiCo Inc.
-$92.2M
2,738,711
-12%
减持
SYK
Stryker Corp
-$91.9M
1,954,455
-8%
增持
KLAC
KLA Corporation
+$87.3M
571,035
+4%
增持
APH
Amphenol Corp
-$76.1M
3,967,544
+33%
增持
ZTS
Zoetis, Inc.
+$75.0M
1,965,541
+25%
清仓
MCO
Moody's Corp.
-$70.4M
0
-100%
减持
MA
Mastercard Inc
-$59.7M
1,010,206
-4%
减持
BALL
Ball Corporation
-$53.8M
2,512,921
-17%
减持
PG
Procter & Gamble Co
-$51.7M
1,983,663
-15%
减持
ADP
Automatic Data Processing, Inc
-$49.8M
1,854,410
-6%
减持
EFX
Equifax Inc
-$46.1M
1,505,501
-2%
增持
MCD
McDonald's Corp.
+$45.3M
654,925
+52%
减持
JNJ
Johnson & Johnson
-$41.7M
1,898,839
-6%
减持
TXN
Texas Instruments Inc
+$34.3M
2,173,826
-3%
减持
WM
Waste Management
-$28.2M
1,591,789
-8%
减持
INTU
Intuit Inc.
-$27.9M
1,040,174
-5%
增持
MRSH
Marsh & McLennan Company Inc
+$23.6M
3,226,258
+1%
减持
BR
Broadridge Financial Solutions
-$21.6M
1,738,280
-2%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$16.7M
4,711,234
-19%
减持
VRSK
Verisk Analytics Inc
+$16.4M
847,900
-6%
建仓
LH
Labcorp Holdings, Inc.
+$7.3M
35,690
清仓
—
Laboratory Corp of America
-$7.1M
0
-100%
减持
WAT
Waters Corp
-$4.4M
49,342
-9%
建仓
VEEV
Veeva Systems Inc. Class A
+$3.9M
21,230
清仓
CBRE
CBRE Group Inc.
-$3.5M
0
-100%
减持
CRL
Charles River Laboratories
-$3.1M
15,910
-33%
建仓
IDXX
Idexx Laboratories Inc.
+$2.5M
5,120
建仓
APD
Air Products & Chemicals
+$2.1M
7,980
减持
ORCL
Oracle Corp
+$2.0M
149,084
-2%
减持
LEVI
Levi Strauss & Co
-$1.9M
147,630
-38%
减持
MSFT
Microsoft Corp
+$1.6M
2,208,271
-6%
减持
BDX
Becton Dickinson & Co.
-$1.4M
40,167
-8%
增持
MSCI
MSCI, Inc.
+$1.0M
9,270
+51%
减持
CTSH
Cognizant Technology Solutions
-$1.0M
125,664
-4%
减持
GPC
Genuine Parts Company
-$983.2K
42,590
-4%
减持
WSM
Williams Sonoma Inc
-$920.8K
11,740
-12%
减持
OMC
Omnicom Group Inc
-$871.2K
79,541
-4%
增持
KR
Kroger Company
-$842.8K
120,630
+0%
增持
TSM
Taiwan Semiconductor Manuf ADR
+$813.7K
20,368
+2%
减持
BBY
Best Buy Co. Inc.
-$796.5K
64,955
-15%
增持
ULTA
Ulta Beauty, Inc.
-$616.0K
9,610
+16%
减持
LII
Lennox International Inc.
-$585.0K
11,770
-16%
增持
BAH
Booz Allen Hamilton Holding Co
+$542.8K
30,900
+9%
减持
MCHP
Microchip Technology Inc
-$418.4K
49,430
-10%
建仓
SOLV
Solventum Corp.
+$350.9K
6,635
增持
FFIV
F5 Networks Inc.
+$312.9K
26,860
+18%
减持
UPS
United Parcel Svc Cl B
-$295.4K
23,814
-0%
减持
MMM
3M Co.
-$271.4K
27,840
-5%
增持
CCK
Crown Holdings Inc.
-$265.0K
93,638
+3%
减持
TSCO
Tractor Supply Co
-$252.9K
24,460
-7%
增持
KEYS
Keysight Technologies, Inc.
-$242.3K
34,650
+9%
减持
TROW
T Rowe Price Group Inc
-$240.0K
31,950
-1%
减持
RTX
Raytheon Technologies Corp
-$238.3K
17,756
-14%
减持
EHC
Encompass Health Corp
-$203.2K
94,410
-6%
增持
—
AON plc Registered Shs
+$68.9K
8,760
+17%
增持
ON
ON Semiconductor Corp
+$40.9K
33,890
+9%
