13F HOLDINGS REPORT
JENSEN INVESTMENT MANAGEMENT INC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001171200-25-000265
Total Value
$8.06B
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 1,519,446 | $787.0M | 9.77% |
| 2 | Apple, Inc. | AAPL | 2,303,255 | $586.5M | 7.28% |
| 3 | Marsh & McLennan Companies Inc | 571748102 | 2,406,645 | $485.0M | 6.02% |
| 4 | Stryker Corp | SYK | 1,220,050 | $451.0M | 5.60% |
| 5 | Alphabet Inc Cap Stk Cl A | GOOG | 1,791,309 | $435.5M | 5.40% |
| 6 | NVIDIA Corp | NVDA | 2,160,264 | $403.1M | 5.00% |
| 7 | Intuit Inc. | INTU | 536,978 | $366.7M | 4.55% |
| 8 | Eli Lilly & Co. | LLY | 463,739 | $353.8M | 4.39% |
| 9 | Mastercard Inc | MA | 581,527 | $330.8M | 4.10% |
| 10 | Abbott Labs | ABLZF | 2,409,429 | $322.7M | 4.00% |
| 11 | Meta Platforms, Inc. Class A | META | 399,933 | $293.7M | 3.64% |
| 12 | KLA Corporation | KLAC | 262,493 | $283.1M | 3.51% |
| 13 | Automatic Data Processing, Inc | ADP | 924,421 | $271.3M | 3.37% |
| 14 | Equifax Inc | EFX | 1,022,492 | $262.3M | 3.25% |
| 15 | Broadridge Financial Solutions | 11133T103 | 1,099,850 | $262.0M | 3.25% |
| 16 | Waste Management | 94106L109 | 1,086,589 | $240.0M | 2.98% |
| 17 | Copart Inc. | CPRT | 5,263,823 | $236.7M | 2.94% |
| 18 | Sherwin-Williams Co | SHW | 663,607 | $229.8M | 2.85% |
| 19 | Procter & Gamble Co | 742718109 | 1,441,978 | $221.6M | 2.75% |
| 20 | Cadence Design Systems, Inc. | CDNS | 620,210 | $217.9M | 2.70% |
| 21 | McDonald's Corp. | MCD | 500,983 | $152.2M | 1.89% |
| 22 | Zoetis, Inc. | ZTS | 883,924 | $129.3M | 1.60% |
| 23 | Veeva Systems Inc. Class A | VEEV | 413,213 | $123.1M | 1.53% |
| 24 | Amphenol Corp | 032095101 | 869,464 | $107.6M | 1.34% |
| 25 | Verisk Analytics Inc | VRSK | 424,645 | $106.8M | 1.33% |
| 26 | Accenture plc Class A | ACN | 312,897 | $77.2M | 0.96% |
| 27 | Oracle Corp | ORCL-PD | 142,435 | $40.1M | 0.50% |
| 28 | Ecolab Inc | ECL | 66,986 | $18.3M | 0.23% |
| 29 | Adobe Systems, Inc. | ADBE | 43,992 | $15.5M | 0.19% |
| 30 | Waters Corp | 941848103 | 43,936 | $13.2M | 0.16% |
| 31 | PepsiCo Inc. | PEP | 92,436 | $13.0M | 0.16% |
| 32 | Emerson Elec Co | EMR | 91,900 | $12.1M | 0.15% |
| 33 | Colgate Palmolive Co | CL | 124,789 | $10.0M | 0.12% |
| 34 | Clorox Company | CLX | 73,465 | $9.1M | 0.11% |
| 35 | Cognizant Technology Solutions | CTSH | 123,726 | $8.3M | 0.10% |
| 36 | Coca-Cola Company | KO | 124,487 | $8.3M | 0.10% |
| 37 | Labcorp Holdings, Inc. | LH | 25,140 | $7.2M | 0.09% |
| 38 | Encompass Health Corp | EHC | 50,660 | $6.4M | 0.08% |
| 39 | MSCI, Inc. | MSCI | 11,050 | $6.3M | 0.08% |
| 40 | Keysight Technologies, Inc. | KEYS | 35,430 | $6.2M | 0.08% |
| 41 | Omnicom Group Inc | OMC | 75,666 | $6.2M | 0.08% |
| 42 | Nike Inc | NKE | 84,178 | $5.9M | 0.07% |
| 43 | Ross Stores Inc | ROST | 38,450 | $5.9M | 0.07% |
| 44 | Tractor Supply Co | TSCO | 97,780 | $5.6M | 0.07% |
| 45 | General Mills Inc. | 370334104 | 109,965 | $5.5M | 0.07% |
| 46 | Kroger Company | KR | 80,240 | $5.4M | 0.07% |
| 47 | Johnson & Johnson | JNJ | 28,970 | $5.4M | 0.07% |
| 48 | Taiwan Semiconductor Manuf | 874039100 | 19,120 | $5.3M | 0.07% |
| 49 | Donaldson Co. Inc. | DCI | 63,140 | $5.2M | 0.06% |
| 50 | Genpact Limited | G | 116,625 | $4.9M | 0.06% |
| 51 | Crown Holdings Inc. | CCK | 49,228 | $4.8M | 0.06% |
| 52 | F5 Networks Inc. | FFIV | 14,520 | $4.7M | 0.06% |
| 53 | 3M Co. | MMM | 27,842 | $4.3M | 0.05% |
| 54 | AbbVie Inc. | ABBV | 18,122 | $4.2M | 0.05% |
| 55 | Hologic Inc. | HOLX | 61,050 | $4.1M | 0.05% |
| 56 | Gentex Corporation | GNTX | 133,540 | $3.8M | 0.05% |
| 57 | Booz Allen Hamilton Holding Co | BAH | 36,880 | $3.7M | 0.05% |
| 58 | AON plc Registered Shs | AON | 10,100 | $3.6M | 0.04% |
| 59 | FactSet Research Systems Inc. | 303075105 | 11,810 | $3.4M | 0.04% |
| 60 | TJX Companies Inc | 872540109 | 23,198 | $3.4M | 0.04% |
| 61 | Toro Company | TORO | 43,470 | $3.3M | 0.04% |
| 62 | T Rowe Price Group Inc | TROW | 31,950 | $3.3M | 0.04% |
| 63 | Levi Strauss & Co | LEVI | 137,260 | $3.2M | 0.04% |
| 64 | Home Depot Inc. | HD | 7,570 | $3.1M | 0.04% |
| 65 | Church & Dwight Co Inc | CHD | 34,550 | $3.0M | 0.04% |
| 66 | Raytheon Technologies Corp | RTX | 17,627 | $2.9M | 0.04% |
| 67 | United Rentals, Inc. | URI | 2,980 | $2.8M | 0.04% |
| 68 | Idexx Laboratories Inc. | 45168D104 | 4,430 | $2.8M | 0.04% |
| 69 | Nordson Corporation | NDSN | 12,050 | $2.7M | 0.03% |
| 70 | Campbell Soup Company | CPB | 79,868 | $2.5M | 0.03% |
| 71 | Air Products & Chemicals | AIIR | 9,032 | $2.5M | 0.03% |
| 72 | Fair Isaac Corporation | FICO | 1,620 | $2.4M | 0.03% |
| 73 | W.W. Grainger Inc. | 384802104 | 2,300 | $2.2M | 0.03% |
| 74 | Best Buy Co. Inc. | BBY | 27,385 | $2.1M | 0.03% |
| 75 | ON Semiconductor Corp | ON | 41,450 | $2.0M | 0.03% |
| 76 | Texas Instruments Inc | 882508104 | 10,095 | $1.9M | 0.02% |
| 77 | United Parcel Svc Cl B | UPS | 20,000 | $1.7M | 0.02% |
| 78 | Unitedhealth Group Inc | UNH | 4,373 | $1.5M | 0.02% |
| 79 | lululemon athletica inc. | LULU | 8,220 | $1.5M | 0.02% |
| 80 | Bristol Myers Squibb Co. | CELG-RI | 26,475 | $1.2M | 0.01% |
| 81 | Paychex Inc. | PAYX | 9,320 | $1.2M | 0.01% |
| 82 | Manhattan Associates, Inc. | MANH | 5,150 | $1.1M | 0.01% |
| 83 | Landstar System Inc. | LSTR | 6,250 | $766,000 | 0.01% |
| 84 | Linde plc | LIN | 1,380 | $655,500 | 0.01% |
| 85 | Kellanova | BEKE | 6,372 | $522,631 | 0.01% |
| 86 | Becton Dickinson & Co. | BDX | 2,486 | $465,305 | 0.01% |
| 87 | Genuine Parts Company | GPC | 2,674 | $370,616 | 0.00% |