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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 82 项
建仓 7
增持 6
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MRSH
Marsh & McLennan Companies Inc
-$283.8M
1,084,317
-55%
建仓
AMZN
Amazon.com Inc.
+$261.7M
1,133,670
减持
SYK
Stryker Corp
-$193.9M
731,545
-40%
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
INTU
Intuit Inc.
-$185.9M
272,978
-49%
减持
CPRT
Copart Inc.
-$151.8M
2,168,517
-59%
减持
MSFT
Microsoft Corp
-$145.3M
1,326,840
-13%
清仓
ZTS
Zoetis, Inc.
-$129.3M
0
-100%
减持
ADP
Automatic Data Processing, Inc
-$108.3M
633,763
-31%
减持
BR
Broadridge Financial Solutions
-$90.2M
769,449
-30%
减持
ABT
Abbott Labs
-$88.0M
1,873,063
-22%
减持
LLY
Eli Lilly & Co.
-$85.3M
249,827
-46%
减持
EFX
Equifax Inc
-$83.4M
824,439
-19%
减持
APH
Amphenol Corp
-$76.4M
230,488
-73%
建仓
MSI
Motorola Solutions Inc.
+$67.2M
175,236
建仓
AVGO
Broadcom, Inc.
+$61.8M
178,441
减持
—
Accenture plc Class A
-$59.3M
66,424
-79%
减持
MA
Mastercard Inc
-$55.2M
482,740
-17%
减持
VEEV
Veeva Systems Inc. Class A
-$54.2M
308,753
-25%
减持
KLAC
KLA Corporation
-$52.9M
189,514
-28%
减持
CDNS
Cadence Design Systems, Inc.
-$52.3M
529,665
-15%
减持
META
Meta Platforms, Inc. Class A
-$52.1M
366,040
-8%
减持
AAPL
Apple, Inc.
-$48.7M
1,978,272
-14%
减持
GOOGL
Alphabet Inc Cap Stk Cl A
+$44.1M
1,532,213
-14%
减持
PG
Procter & Gamble Co
-$37.8M
1,282,207
-11%
减持
SHW
Sherwin-Williams Co
-$29.4M
618,261
-7%
减持
WM
Waste Management
-$20.1M
1,000,459
-8%
增持
NVDA
NVIDIA Corp
+$17.3M
2,253,736
+4%
减持
MCD
McDonald's Corp.
-$16.8M
443,278
-12%
减持
ORCL
Oracle Corp
-$15.8M
124,373
-13%
建仓
JGRW
Jensen Quality Growth ETF
+$14.0M
517,847
增持
VRSK
Verisk Analytics Inc
-$7.1M
445,596
+5%
减持
GIS
General Mills Inc.
-$4.7M
17,845
-84%
减持
OMC
Omnicom Group Inc
-$3.4M
34,054
-55%
减持
ADBE
Adobe Inc
-$3.4M
34,597
-21%
减持
JNJ
Johnson & Johnson
-$3.2M
10,266
-65%
减持
ECL
Ecolab Inc
-$2.6M
59,960
-10%
减持
BAH
Booz Allen Hamilton Holding Co
-$2.3M
16,450
-55%
减持
HD
Home Depot Inc.
-$2.2M
2,495
-67%
减持
CLX
Clorox Company
-$2.2M
68,465
-7%
减持
EMR
Emerson Elec Co
-$2.1M
74,900
-18%
减持
—
Hologic Inc.
-$2.0M
28,000
-54%
清仓
UPS
United Parcel Svc Cl B
-$1.7M
0
-100%
减持
ABBV
AbbVie Inc.
-$1.6M
11,144
-39%
减持
CPB
Campbell Soup Company
-$1.6M
31,418
-61%
减持
DCI
Donaldson Co. Inc.
-$1.6M
40,070
-37%
减持
WAT
Waters Corp
+$1.5M
38,736
-12%
减持
LH
Labcorp Holdings, Inc.
-$1.5M
22,820
-9%
减持
PEP
PepsiCo Inc.
-$1.2M
82,002
-11%
清仓
BMY
Bristol Myers Squibb Co.
-$1.2M
0
-100%
清仓
PAYX
Paychex Inc.
-$1.2M
0
-100%
增持
CCK
Crown Holdings Inc.
+$1.1M
56,903
+16%
减持
URI
United Rentals, Inc.
-$1.1M
2,151
-28%
减持
FFIV
F5 Networks Inc.
-$1.1M
14,100
-3%
建仓
—
Bajaj Finance Limited
+$1.1M
95,800
减持
ROST
Ross Stores Inc
-$1.0M
26,944
-30%
减持
NKE
Nike Inc
-$977.8K
76,785
-9%
增持
GWW
W.W. Grainger Inc.
+$976.6K
3,140
+37%
建仓
—
Ferrari N.V.
+$960.9K
2,600
减持
ON
ON Semiconductor Corp
-$884.8K
21,406
-48%
建仓
—
Amdocs Limited
+$744.7K
9,250
减持
LEVI
Levi Strauss & Co
-$737.6K
118,640
-14%
减持
LULU
lululemon athletica inc.
-$648.0K
3,920
-52%
减持
CTSH
Cognizant Technology Solutions
+$643.0K
107,726
-13%
减持
MSCI
MSCI, Inc.
-$618.6K
9,850
-11%
减持
CL
Colgate-Palmolive Co
-$577.5K
118,934
-5%
减持
KEYS
Keysight Technologies, Inc.
-$563.0K
27,730
-22%
清仓
—
Kellanova
-$522.6K
0
-100%
减持
KO
Coca-Cola Co
-$450.4K
111,652
-10%
减持
BBY
Best Buy Co. Inc.
-$415.3K
24,735
-10%
减持
IDXX
IDEXX Laboratories Inc.
-$414.4K
3,571
-19%
减持
FICO
Fair Isaac Corporation
-$311.1K
1,250
-23%
减持
MANH
Manhattan Associates, Inc.
-$289.6K
4,420
-14%
减持
RTX
Raytheon Technologies Corp
+$279.6K
17,607
-0%
增持
APD
Air Products & Chemicals
-$231.4K
9,035
+0%
减持
UNH
Unitedhealth Group Inc
-$209.0K
3,941
-10%
减持
TJX
TJX Companies Inc
+$204.4K
23,159
-0%
减持
TXN
Texas Instruments Inc
-$178.0K
9,665
-4%
增持
—
AON plc Registered Shs
+$140.1K
10,603
+5%
减持
TSM
Taiwan Semiconductor Manuf ADR
-$137.4K
17,120
-10%
减持
MMM
3M Co.
+$134.9K
27,829
-0%
减持
—
Linde plc
-$105.5K
1,290
-7%
减持
LSTR
Landstar System Inc.
+$2.8K
5,350
-14%
