Jensen Investment Management Inc. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
9
Reduce
68
Exit
2
80 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CTAS | New | 0% to 1.4% | $57M | Q1→Q2 |
| BBY | Exit | 0.03% to 0% | $1.6M | Q1→Q2 |
| BAFJF | Exit | 0.02% to 0% | $820K | Q1→Q2 |
| APH | Add | 0.56% to 2.6% | +172.7% sh | Q1→Q2 |
| TJX | Add | 0.07% to 1.9% | +2072.6% sh | Q1→Q2 |
| MSI | Add | 1.5% to 2.8% | +64.4% sh | Q1→Q2 |
| IDXX | Add | 0.04% to 1.4% | +2861.0% sh | Q1→Q2 |
| KLAC | Add | 4.8% to 5.8% | +377.2% sh | Q1→Q2 |
| KO | Add | 0.17% to 0.22% | 0.0% sh | Q1→Q2 |
| AON | Add | 0.16% to 0.21% | +0.9% sh | Q1→Q2 |
| CLX | Add | 0.09% to 0.11% | +3.6% sh | Q1→Q2 |
| DOX | Add | 0.02% to 0.03% | +21.5% sh | Q1→Q2 |
| META | Reduce | 3.9% to 1.5% | −67.9% sh | Q1→Q2 |
| AAPL | Reduce | 8.0% to 6.0% | −46.1% sh | Q1→Q2 |
| MSFT | Reduce | 8.6% to 6.7% | −37.1% sh | Q1→Q2 |
| BR | Reduce | 2.7% to 1.3% | −55.6% sh | Q1→Q2 |
| EFX | Reduce | 2.8% to 1.4% | −52.7% sh | Q1→Q2 |
| GOOGL | Reduce | 8.2% to 6.9% | −45.0% sh | Q1→Q2 |
| AMZN | Reduce | 5.0% to 6.1% | −13.6% sh | Q1→Q2 |
| ABT | Reduce | 3.0% to 2.0% | −40.4% sh | Q1→Q2 |
| AVGO | Reduce | 2.7% to 3.6% | −12.0% sh | Q1→Q2 |
| INTU | Reduce | 0.88% to 0.05% | −92.7% sh | Q1→Q2 |
| SHW | Reduce | 4.0% to 4.5% | −13.9% sh | Q1→Q2 |
| MA | Reduce | 4.8% to 4.3% | −29.2% sh | Q1→Q2 |
| WM | Reduce | 3.0% to 3.4% | −3.1% sh | Q1→Q2 |
| LLY | Reduce | 4.2% to 4.5% | −33.4% sh | Q1→Q2 |
| PG | Reduce | 2.8% to 3.1% | −13.7% sh | Q1→Q2 |
| MCD | Reduce | 1.7% to 1.5% | −18.3% sh | Q1→Q2 |
| CPRT | Reduce | 1.1% to 0.85% | −22.4% sh | Q1→Q2 |
| NVDA | Reduce | 5.6% to 5.8% | −26.6% sh | Q1→Q2 |
| VRSK | Reduce | 1.8% to 1.7% | −21.3% sh | Q1→Q2 |
| WAT | Reduce | 0.23% to 0.35% | −0.5% sh | Q1→Q2 |
| ECL | Reduce | 0.31% to 0.39% | −0.7% sh | Q1→Q2 |
| JGRW | Reduce | 0.28% to 0.36% | −5.2% sh | Q1→Q2 |
| ORCL | Reduce | 0.35% to 0.42% | −2.0% sh | Q1→Q2 |
| TSM | Reduce | 0.11% to 0.18% | −3.3% sh | Q1→Q2 |
| ACN | Reduce | 0.23% to 0.16% | −10.4% sh | Q1→Q2 |
| CL | Reduce | 0.20% to 0.26% | −2.9% sh | Q1→Q2 |
| EMR | Reduce | 0.19% to 0.26% | −1.1% sh | Q1→Q2 |
| CDNS | Reduce | 2.8% to 2.8% | −39.0% sh | Q1→Q2 |
| MMC | Reduce | 3.9% to 4.0% | −14.4% sh | Q1→Q2 |
| ADP | Reduce | 0.42% to 0.45% | −21.4% sh | Q1→Q2 |
| CTSH | Reduce | 0.13% to 0.10% | −2.4% sh | Q1→Q2 |
| CCK | Reduce | 0.11% to 0.14% | −7.6% sh | Q1→Q2 |
| LEVI | Reduce | 0.05% to 0.08% | −8.1% sh | Q1→Q2 |
| MMM | Reduce | 0.08% to 0.11% | 0.0% sh | Q1→Q2 |
| VEEV | Reduce | 2.0% to 1.9% | −20.7% sh | Q1→Q2 |
| ABBV | Reduce | 0.05% to 0.07% | −0.7% sh | Q1→Q2 |
| GWW | Reduce | 0.07% to 0.09% | −13.0% sh | Q1→Q2 |
| KEYS | Reduce | 0.09% to 0.08% | −46.2% sh | Q1→Q2 |
| TSCO | Reduce | 0.09% to 0.07% | −8.1% sh | Q1→Q2 |
| URI | Reduce | 0.03% to 0.05% | −12.4% sh | Q1→Q2 |
| Genpact | Reduce | 0.07% to 0.05% | −20.8% sh | Q1→Q2 |
| APD | Reduce | 0.04% to 0.04% | −28.6% sh | Q1→Q2 |
| CHD | Reduce | 0.06% to 0.07% | −8.1% sh | Q1→Q2 |
| DCI | Reduce | 0.04% to 0.03% | −41.9% sh | Q1→Q2 |
| GNTX | Reduce | 0.06% to 0.07% | −18.8% sh | Q1→Q2 |
| JNJ | Reduce | 0.05% to 0.05% | −9.9% sh | Q1→Q2 |
| KR | Reduce | 0.09% to 0.08% | −5.9% sh | Q1→Q2 |
| LH | Reduce | 0.10% to 0.11% | −13.1% sh | Q1→Q2 |
| NKE | Reduce | 0.08% to 0.07% | −4.8% sh | Q1→Q2 |
| PEP | Reduce | 0.25% to 0.26% | −1.7% sh | Q1→Q2 |
| RTX | Reduce | 0.07% to 0.08% | −0.1% sh | Q1→Q2 |
| ROST | Reduce | 0.09% to 0.09% | −23.4% sh | Q1→Q2 |
| SYK | Reduce | 4.5% to 4.5% | −15.3% sh | Q1→Q2 |
| TTC | Reduce | 0.04% to 0.05% | −8.1% sh | Q1→Q2 |
| ADBE | Reduce | 0.16% to 0.17% | −0.8% sh | Q1→Q2 |
| BDX | Reduce | 0.01% to 0.01% | −4.7% sh | Q1→Q2 |
| BAH | Reduce | 0.02% to 0.02% | −8.1% sh | Q1→Q2 |
| CPB | Reduce | 0.01% to 0.01% | −30.8% sh | Q1→Q2 |
| EHC | Reduce | 0.10% to 0.10% | −22.5% sh | Q1→Q2 |
| FICO | Reduce | 0.03% to 0.02% | −40.8% sh | Q1→Q2 |
| FFIV | Reduce | 0.08% to 0.08% | −43.9% sh | Q1→Q2 |
| GIS | Reduce | 0.01% to 0.01% | −29.7% sh | Q1→Q2 |
| HD | Reduce | 0.01% to 0.01% | −45.5% sh | Q1→Q2 |
| MSCI | Reduce | 0.08% to 0.09% | −17.3% sh | Q1→Q2 |
| MANH | Reduce | 0.01% to 0.01% | −8.1% sh | Q1→Q2 |
| NDSN | Reduce | 0.04% to 0.03% | −37.6% sh | Q1→Q2 |
| TXN | Reduce | 0.01% to 0.01% | −10.9% sh | Q1→Q2 |
| UNH | Reduce | 0.01% to 0.01% | −42.4% sh | Q1→Q2 |