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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 75 项
建仓 1
增持 6
减持 66
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
—
Accenture plc Class A
-$230.1M
1,835,563
-20%
减持
PEP
PepsiCo Inc.
-$227.7M
1,071,955
-58%
减持
AAPL
Apple, Inc.
-$205.9M
2,826,376
-15%
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
MSFT
Microsoft Corp
-$199.1M
1,777,503
-14%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
-$183.1M
2,771,379
-14%
增持
ABT
Abbott Labs
+$169.5M
1,365,785
+1221%
减持
TXN
Texas Instruments Inc
-$133.2M
1,174,106
-36%
减持
JNJ
Johnson & Johnson
-$120.0M
614,750
-60%
减持
MA
Mastercard Inc
-$118.2M
688,859
-27%
减持
NKE
Nike Inc
-$110.3M
2,300,636
-32%
减持
INTU
Intuit Inc.
-$100.8M
829,379
-15%
减持
ADP
Automatic Data Processing, Inc
-$93.9M
1,283,564
-23%
减持
HD
Home Depot Inc.
-$77.6M
302,128
-38%
减持
SYK
Stryker Corp
-$70.1M
1,517,463
-14%
减持
EFX
Equifax Inc
-$54.0M
1,066,437
-13%
减持
ZTS
Zoetis, Inc.
-$46.1M
1,821,403
-14%
减持
UNH
Unitedhealth Group Inc
-$44.1M
607,378
-15%
减持
VRSK
Verisk Analytics Inc
-$38.7M
329,275
-34%
减持
PG
Procter & Gamble Co
-$35.7M
1,491,809
-14%
减持
BR
Broadridge Financial Solutions
-$30.6M
1,386,609
-15%
减持
KLAC
KLA Corporation
-$26.3M
456,126
-15%
增持
SHW
Sherwin-Williams Co
+$21.5M
581,472
+9%
增持
CPRT
Copart Inc.
+$14.5M
3,812,090
+9%
减持
MCD
McDonald's Corp.
-$14.1M
520,282
-15%
增持
CDNS
Cadence Design Systems, Inc.
+$12.6M
547,156
+30%
减持
APH
Amphenol Corp
-$9.9M
2,517,591
-0%
减持
MRSH
Marsh & McLennan Company Inc
-$4.1M
2,629,686
-14%
减持
ORCL
Oracle Corp
-$4.0M
147,089
-0%
减持
WM
Waste Management
-$3.8M
1,274,581
-14%
清仓
MMS
MAXIMUS, Inc.
-$3.3M
0
-100%
清仓
BALL
Ball Corporation
-$2.5M
0
-100%
减持
LII
Lennox International Inc.
-$2.4M
2,240
-63%
减持
BAH
Booz Allen Hamilton Holding Co
-$2.2M
36,880
-22%
减持
SBUX
Starbucks Corp
-$2.2M
5,823
-81%
减持
MANH
Manhattan Associates, Inc.
-$1.9M
13,880
-13%
减持
LH
Labcorp Holdings, Inc.
-$1.8M
28,520
-22%
建仓
URI
United Rentals, Inc.
+$1.7M
2,680
减持
KR
Kroger Company
-$1.7M
84,340
-30%
减持
FFIV
F5 Networks Inc.
-$1.6M
14,990
-33%
减持
CLX
Clorox Company
-$1.6M
67,185
-5%
减持
EMR
Emerson Elec Co
-$1.4M
92,600
-1%
减持
BBY
Best Buy Co. Inc.
-$1.4M
47,375
-17%
减持
GNTX
Gentex Corporation
-$1.4M
161,540
-10%
减持
ROST
Ross Stores Inc
-$1.3M
37,810
-7%
减持
ON
ON Semiconductor Corp
-$1.3M
41,450
-13%
减持
—
Genpact Limited
-$1.2M
142,735
-27%
减持
KEYS
Keysight Technologies, Inc.
-$1.2M
33,800
-13%
减持
ECL
Ecolab Inc
+$1.2M
68,986
-1%
减持
TECH
Techne Corp
-$1.2M
47,450
-13%
减持
KO
Coca-Cola Company
+$1.1M
124,728
-1%
减持
FDS
FactSet Research Systems Inc.
-$1.0M
10,400
-13%
减持
GIS
General Mills Inc.
-$996.8K
122,745
-6%
减持
MSCI
MSCI, Inc.
-$984.9K
9,240
-11%
减持
MCHP
Microchip Technology Inc
-$862.9K
28,200
-27%
减持
CHD
Church & Dwight Co Inc
-$846.9K
45,580
-19%
减持
TSCO
Tractor Supply Co
-$831.4K
106,390
-16%
减持
LEVI
Levi Strauss & Co
-$808.5K
184,800
-13%
减持
TTC
Toro Company
-$777.1K
39,470
-13%
减持
DCI
Donaldson Co. Inc.
-$713.1K
66,810
-13%
减持
CCK
Crown Holdings Inc.
-$653.9K
75,418
-16%
减持
GPC
Genuine Parts Company
-$631.4K
26,604
-18%
减持
APD
Air Products & Chemicals
-$501.0K
12,640
-13%
增持
—
Hologic Inc.
-$488.6K
51,330
+1%
减持
UPS
United Parcel Svc Cl B
-$478.9K
21,870
-4%
减持
OMC
Omnicom Group Inc
-$448.7K
76,566
-3%
减持
EHC
Encompass Health Corp
-$374.1K
70,830
-13%
减持
BDX
Becton Dickinson & Co.
-$290.7K
13,322
-10%
减持
IDXX
Idexx Laboratories Inc.
-$289.8K
8,190
-9%
减持
RTX
Raytheon Technologies Corp
+$286.6K
17,676
-0%
减持
VEEV
Veeva Systems Inc. Class A
-$239.3K
21,851
-13%
减持
TJX
TJX Companies Inc
-$144.5K
26,359
-5%
减持
WAT
Waters Corp
-$136.5K
44,332
-0%
增持
CPB
Campbell Soup Company
-$128.3K
132,568
+2%
减持
CTSH
Cognizant Technology Solutions
-$96.1K
125,009
-0%
减持
—
Linde plc
+$42.8K
1,445
-4%
