13F HOLDINGS REPORT
JENSEN INVESTMENT MANAGEMENT INC
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001171200-25-000219
Total Value
$9.04B
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,777,503 | $667.3M | 7.38% |
| 2 | Marsh & McLennan Company Inc | 571748102 | 2,629,686 | $641.7M | 7.10% |
| 3 | Apple, Inc. | AAPL | 2,826,376 | $627.8M | 6.94% |
| 4 | Accenture plc Class A | ACN | 1,835,563 | $572.8M | 6.33% |
| 5 | Stryker Corp | SYK | 1,517,463 | $564.9M | 6.25% |
| 6 | Intuit Inc. | INTU | 829,379 | $509.2M | 5.63% |
| 7 | Alphabet Inc Cap Stk Cl A | GOOG | 2,771,379 | $428.6M | 4.74% |
| 8 | Automatic Data Processing, Inc | ADP | 1,283,564 | $392.2M | 4.34% |
| 9 | Mastercard Inc | MA | 688,859 | $377.6M | 4.18% |
| 10 | Broadridge Financial Solutions | 11133T103 | 1,386,609 | $336.2M | 3.72% |
| 11 | Unitedhealth Group Inc | UNH | 607,378 | $318.1M | 3.52% |
| 12 | KLA Corporation | KLAC | 456,126 | $310.1M | 3.43% |
| 13 | Zoetis, Inc. | ZTS | 1,821,403 | $299.9M | 3.32% |
| 14 | Waste Management | 94106L109 | 1,274,581 | $295.1M | 3.26% |
| 15 | Equifax Inc | EFX | 1,066,437 | $259.7M | 2.87% |
| 16 | Procter & Gamble Co | 742718109 | 1,491,809 | $254.2M | 2.81% |
| 17 | Copart Inc. | CPRT | 3,812,090 | $215.7M | 2.39% |
| 18 | Texas Instruments Inc | 882508104 | 1,174,106 | $211.0M | 2.33% |
| 19 | Sherwin-Williams Co | SHW | 581,472 | $203.0M | 2.25% |
| 20 | Abbott Labs | ABLZF | 1,365,785 | $181.2M | 2.00% |
| 21 | Amphenol Corp | 032095101 | 2,517,591 | $165.1M | 1.83% |
| 22 | McDonald's Corp. | MCD | 520,282 | $162.5M | 1.80% |
| 23 | PepsiCo Inc. | PEP | 1,071,955 | $160.7M | 1.78% |
| 24 | Nike Inc | NKE | 2,300,636 | $146.0M | 1.61% |
| 25 | Cadence Design Systems, Inc. | CDNS | 547,156 | $139.2M | 1.54% |
| 26 | Home Depot Inc. | HD | 302,128 | $110.7M | 1.22% |
| 27 | Johnson & Johnson | JNJ | 614,750 | $102.0M | 1.13% |
| 28 | Verisk Analytics Inc | VRSK | 329,275 | $98.0M | 1.08% |
| 29 | Oracle Corp | ORCL-PD | 147,089 | $20.6M | 0.23% |
| 30 | Ecolab Inc | ECL | 68,986 | $17.5M | 0.19% |
| 31 | Adobe Systems, Inc. | ADBE | 43,992 | $16.9M | 0.19% |
| 32 | Waters Corp | 941848103 | 44,332 | $16.3M | 0.18% |
| 33 | Emerson Elec Co | EMR | 92,600 | $10.2M | 0.11% |
| 34 | Clorox Company | CLX | 67,185 | $9.9M | 0.11% |
| 35 | Cognizant Technology Solutions | CTSH | 125,009 | $9.6M | 0.11% |
| 36 | Colgate Palmolive Co | CL | 97,759 | $9.2M | 0.10% |
| 37 | Coca-Cola Company | KO | 124,728 | $8.9M | 0.10% |
| 38 | General Mills Inc. | 370334104 | 122,745 | $7.3M | 0.08% |
| 39 | Genpact Limited | G | 142,735 | $7.2M | 0.08% |
| 40 | Encompass Health Corp | EHC | 70,830 | $7.2M | 0.08% |
| 41 | Crown Holdings Inc. | CCK | 75,418 | $6.7M | 0.07% |
| 42 | Labcorp Holdings, Inc. | LH | 28,520 | $6.6M | 0.07% |
| 43 | Omnicom Group Inc | OMC | 76,566 | $6.3M | 0.07% |
| 44 | Tractor Supply Co | TSCO | 106,390 | $5.9M | 0.06% |
| 45 | Kroger Company | KR | 84,340 | $5.7M | 0.06% |
| 46 | Campbell Soup Company | CPB | 132,568 | $5.3M | 0.06% |
| 47 | MSCI, Inc. | MSCI | 9,240 | $5.2M | 0.06% |
| 48 | Keysight Technologies, Inc. | KEYS | 33,800 | $5.1M | 0.06% |
| 49 | Veeva Systems Inc. Class A | VEEV | 21,851 | $5.1M | 0.06% |
| 50 | Church & Dwight Co Inc | CHD | 45,580 | $5.0M | 0.06% |
| 51 | Ross Stores Inc | ROST | 37,810 | $4.8M | 0.05% |
| 52 | FactSet Research Systems Inc. | 303075105 | 10,400 | $4.7M | 0.05% |
| 53 | AbbVie Inc. | ABBV | 22,227 | $4.7M | 0.05% |
| 54 | Donaldson Co. Inc. | DCI | 66,810 | $4.5M | 0.05% |
| 55 | 3M Co. | MMM | 27,840 | $4.1M | 0.05% |
| 56 | F5 Networks Inc. | FFIV | 14,990 | $4.0M | 0.04% |
| 57 | Booz Allen Hamilton Holding Co | BAH | 36,880 | $3.9M | 0.04% |
| 58 | Gentex Corporation | GNTX | 161,540 | $3.8M | 0.04% |
| 59 | Air Products & Chemicals | AIIR | 12,640 | $3.7M | 0.04% |
| 60 | AON plc Registered Shs | AON | 8,830 | $3.5M | 0.04% |
| 61 | Best Buy Co. Inc. | BBY | 47,375 | $3.5M | 0.04% |
| 62 | Idexx Laboratories Inc. | 45168D104 | 8,190 | $3.4M | 0.04% |
| 63 | Taiwan Semiconductor Manuf ADR | 874039100 | 20,538 | $3.4M | 0.04% |
| 64 | TJX Companies Inc | 872540109 | 26,359 | $3.2M | 0.04% |
| 65 | Hologic Inc. | HOLX | 51,330 | $3.2M | 0.04% |
| 66 | Genuine Parts Company | GPC | 26,604 | $3.2M | 0.04% |
| 67 | Becton Dickinson & Co. | BDX | 13,322 | $3.1M | 0.03% |
| 68 | T Rowe Price Group Inc | TROW | 31,950 | $2.9M | 0.03% |
| 69 | Levi Strauss & Co | LEVI | 184,800 | $2.9M | 0.03% |
| 70 | Toro Company | TORO | 39,470 | $2.9M | 0.03% |
| 71 | Techne Corp | TECH | 47,450 | $2.8M | 0.03% |
| 72 | United Parcel Svc Cl B | UPS | 21,870 | $2.4M | 0.03% |
| 73 | Manhattan Associates, Inc. | MANH | 13,880 | $2.4M | 0.03% |
| 74 | Raytheon Technologies Corp | RTX | 17,676 | $2.3M | 0.03% |
| 75 | ON Semiconductor Corp | ON | 41,450 | $1.7M | 0.02% |
| 76 | United Rentals, Inc. | URI | 2,680 | $1.7M | 0.02% |
| 77 | Bristol Myers Squibb Co. | CELG-RI | 26,375 | $1.6M | 0.02% |
| 78 | Paychex Inc. | PAYX | 9,830 | $1.5M | 0.02% |
| 79 | Microchip Technology Inc | MCHPP | 28,200 | $1.4M | 0.02% |
| 80 | Lennox International Inc. | 526107107 | 2,240 | $1.3M | 0.01% |
| 81 | Kellanova | BEKE | 11,432 | $943,026 | 0.01% |
| 82 | Marriott International Inc | 571903202 | 2,970 | $707,454 | 0.01% |
| 83 | Linde plc | LIN | 1,445 | $672,850 | 0.01% |
| 84 | Starbucks Corp | SBUX | 5,823 | $571,178 | 0.01% |