13F HOLDINGS REPORT
JENSEN INVESTMENT MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001171200-25-000262
Total Value
$8.53B
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,569,529 | $780.7M | 9.15% |
| 2 | Stryker Corp | SYK | 1,417,621 | $560.9M | 6.57% |
| 3 | Marsh & McLennan Companies Inc | 571748102 | 2,423,637 | $529.9M | 6.21% |
| 4 | Intuit Inc. | INTU | 628,445 | $495.0M | 5.80% |
| 5 | Apple, Inc. | AAPL | 2,317,269 | $475.4M | 5.57% |
| 6 | Alphabet Inc Cap Stk Cl A | GOOG | 2,375,178 | $418.6M | 4.91% |
| 7 | Accenture plc Class A | ACN | 1,327,010 | $396.6M | 4.65% |
| 8 | Mastercard Inc | MA | 620,967 | $348.9M | 4.09% |
| 9 | KLA Corporation | KLAC | 389,028 | $348.5M | 4.08% |
| 10 | Abbott Labs | ABLZF | 2,378,563 | $323.5M | 3.79% |
| 11 | Broadridge Financial Solutions | 11133T103 | 1,297,083 | $315.2M | 3.69% |
| 12 | Automatic Data Processing, Inc | ADP | 940,786 | $290.1M | 3.40% |
| 13 | NVIDIA Corp | NVDA | 1,747,996 | $276.2M | 3.24% |
| 14 | Waste Management | 94106L109 | 1,174,028 | $268.6M | 3.15% |
| 15 | Equifax Inc | EFX | 1,026,607 | $266.3M | 3.12% |
| 16 | Copart Inc. | CPRT | 5,315,861 | $260.8M | 3.06% |
| 17 | Amphenol Corp | 032095101 | 2,612,009 | $257.9M | 3.02% |
| 18 | Cadence Design Systems, Inc. | CDNS | 823,396 | $253.7M | 2.97% |
| 19 | Zoetis, Inc. | ZTS | 1,615,431 | $251.9M | 2.95% |
| 20 | Procter & Gamble Co | 742718109 | 1,431,200 | $228.0M | 2.67% |
| 21 | Sherwin-Williams Co | SHW | 558,255 | $191.7M | 2.25% |
| 22 | Eli Lilly & Co. | LLY | 206,612 | $161.1M | 1.89% |
| 23 | Meta Platforms, Inc. Class A | META | 203,412 | $150.1M | 1.76% |
| 24 | McDonald's Corp. | MCD | 499,014 | $145.8M | 1.71% |
| 25 | Verisk Analytics Inc | VRSK | 281,734 | $87.8M | 1.03% |
| 26 | Johnson & Johnson | JNJ | 416,198 | $63.6M | 0.75% |
| 27 | Home Depot Inc. | HD | 160,587 | $58.9M | 0.69% |
| 28 | Oracle Corp | ORCL-PD | 145,209 | $31.7M | 0.37% |
| 29 | Ecolab Inc | ECL | 67,986 | $18.3M | 0.21% |
| 30 | Adobe Systems, Inc. | ADBE | 43,992 | $17.0M | 0.20% |
| 31 | Waters Corp | 941848103 | 43,936 | $15.3M | 0.18% |
| 32 | PepsiCo Inc. | PEP | 104,162 | $13.8M | 0.16% |
| 33 | Emerson Elec Co | EMR | 92,600 | $12.3M | 0.14% |
| 34 | Cognizant Technology Solutions | CTSH | 123,726 | $9.7M | 0.11% |
| 35 | Colgate Palmolive Co | CL | 97,699 | $8.9M | 0.10% |
| 36 | Coca-Cola Company | KO | 124,478 | $8.8M | 0.10% |
| 37 | Clorox Company | CLX | 70,965 | $8.5M | 0.10% |
| 38 | Labcorp Holdings, Inc. | LH | 27,340 | $7.2M | 0.08% |
| 39 | Encompass Health Corp | EHC | 57,560 | $7.1M | 0.08% |
| 40 | Crown Holdings Inc. | CCK | 65,368 | $6.7M | 0.08% |
| 41 | Genpact Limited | G | 148,195 | $6.5M | 0.08% |
| 42 | General Mills Inc. | 370334104 | 125,215 | $6.5M | 0.08% |
| 43 | MSCI, Inc. | MSCI | 11,050 | $6.4M | 0.07% |
| 44 | Nike Inc | NKE | 83,798 | $6.0M | 0.07% |
| 45 | Veeva Systems Inc. Class A | VEEV | 20,411 | $5.9M | 0.07% |
| 46 | Keysight Technologies, Inc. | KEYS | 35,430 | $5.8M | 0.07% |
| 47 | Tractor Supply Co | TSCO | 109,490 | $5.8M | 0.07% |
| 48 | Kroger Company | KR | 80,240 | $5.8M | 0.07% |
| 49 | Idexx Laboratories Inc. | 45168D104 | 10,410 | $5.6M | 0.07% |
| 50 | Omnicom Group Inc | OMC | 76,066 | $5.5M | 0.06% |
| 51 | Ross Stores Inc | ROST | 39,930 | $5.1M | 0.06% |
| 52 | FactSet Research Systems Inc. | 303075105 | 10,400 | $4.7M | 0.05% |
| 53 | Donaldson Co. Inc. | DCI | 66,810 | $4.6M | 0.05% |
| 54 | F5 Networks Inc. | FFIV | 14,990 | $4.4M | 0.05% |
| 55 | 3M Co. | MMM | 27,800 | $4.2M | 0.05% |
| 56 | AbbVie Inc. | ABBV | 22,227 | $4.1M | 0.05% |
| 57 | Campbell Soup Company | CPB | 133,568 | $4.1M | 0.05% |
| 58 | Taiwan Semiconductor Manuf ADR | 874039100 | 17,338 | $3.9M | 0.05% |
| 59 | Booz Allen Hamilton Holding Co | BAH | 36,880 | $3.8M | 0.05% |
| 60 | Hologic Inc. | HOLX | 58,230 | $3.8M | 0.04% |
| 61 | Air Products & Chemicals | AIIR | 12,640 | $3.6M | 0.04% |
| 62 | Gentex Corporation | GNTX | 161,540 | $3.6M | 0.04% |
| 63 | AON plc Registered Shs | AON | 9,800 | $3.5M | 0.04% |
| 64 | Church & Dwight Co Inc | CHD | 36,150 | $3.5M | 0.04% |
| 65 | Texas Instruments Inc | 882508104 | 16,727 | $3.5M | 0.04% |
| 66 | Unitedhealth Group Inc | UNH | 10,406 | $3.2M | 0.04% |
| 67 | Genuine Parts Company | GPC | 26,604 | $3.2M | 0.04% |
| 68 | T Rowe Price Group Inc | TROW | 31,950 | $3.1M | 0.04% |
| 69 | Levi Strauss & Co | LEVI | 157,900 | $2.9M | 0.03% |
| 70 | TJX Companies Inc | 872540109 | 23,249 | $2.9M | 0.03% |
| 71 | Best Buy Co. Inc. | BBY | 41,675 | $2.8M | 0.03% |
| 72 | Toro Company | TORO | 39,470 | $2.8M | 0.03% |
| 73 | Manhattan Associates, Inc. | MANH | 13,080 | $2.6M | 0.03% |
| 74 | Raytheon Technologies Corp | RTX | 17,586 | $2.6M | 0.03% |
| 75 | Techne Corp | TECH | 47,450 | $2.4M | 0.03% |
| 76 | United Parcel Svc Cl B | UPS | 21,840 | $2.2M | 0.03% |
| 77 | ON Semiconductor Corp | ON | 41,450 | $2.2M | 0.03% |
| 78 | Becton Dickinson & Co. | BDX | 12,502 | $2.2M | 0.03% |
| 79 | United Rentals, Inc. | URI | 2,680 | $2.0M | 0.02% |
| 80 | Paychex Inc. | PAYX | 9,320 | $1.4M | 0.02% |
| 81 | Bristol Myers Squibb Co. | CELG-RI | 26,375 | $1.2M | 0.01% |
| 82 | Kellanova | BEKE | 11,432 | $909,187 | 0.01% |
| 83 | Linde plc | LIN | 1,380 | $647,468 | 0.01% |