Manager activity
JENSEN INVESTMENT MANAGEMENT INC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/5/2026 · full comparison · all filings
Add · 16
Reduce · 51
Exit · 5
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | Microsoft Corp | -155,831 | -11.7% | -1.55 pp | 5/5/2026 |
| Reduce | Automatic Data Processing, Inc | -528,866 | -83.4% | -2.14 pp | 5/5/2026 |
| Reduce | Intuit Inc. | -169,443 | -62.1% | -1.96 pp | 5/5/2026 |
| Reduce | NVIDIA Corp | -621,721 | -27.6% | -1.00 pp | 5/5/2026 |
| Reduce | Apple, Inc. | -382,331 | -19.3% | -0.48 pp | 5/5/2026 |
| Reduce | Abbott Labs | -387,027 | -20.7% | -0.68 pp | 5/5/2026 |
| Add | Broadcom, Inc. | +267,208 | +149.7% | +1.75 pp | 5/5/2026 |
| Reduce | Waste Management | -349,131 | -34.9% | -0.51 pp | 5/5/2026 |
| Reduce | Alphabet Inc Cap Stk Cl A | -83,192 | -5.4% | +0.67 pp | 5/5/2026 |
| Reduce | Eli Lilly & Co. | -19,156 | -7.7% | -0.04 pp | 5/5/2026 |
| Reduce | McDonald's Corp. | -167,016 | -37.7% | -0.44 pp | 5/5/2026 |
| Reduce | Meta Platforms, Inc. Class A | -24,893 | -6.8% | +0.05 pp | 5/5/2026 |
| Reduce | Procter & Gamble Co | -284,801 | -22.2% | -0.05 pp | 5/5/2026 |
| Reduce | Equifax Inc | -41,339 | -5.0% | -0.03 pp | 5/5/2026 |
| Add | Broadridge Financial Solutions | +86,335 | +11.2% | +0.04 pp | 5/5/2026 |
| Reduce | Copart Inc. | -565,094 | -26.1% | -0.29 pp | 5/5/2026 |
| Add | Veeva Systems Inc. Class A | +257,714 | +83.5% | +0.88 pp | 5/5/2026 |
| Add | Mastercard Inc | +8,189 | +1.7% | +0.50 pp | 5/5/2026 |
| Reduce | Stryker Corp | -35,178 | -4.8% | +0.47 pp | 5/5/2026 |
| Reduce | Cadence Design Systems, Inc. | -23,804 | -4.5% | +0.17 pp | 5/5/2026 |
| Reduce | KLA Corporation | -23,882 | -12.6% | +1.18 pp | 5/5/2026 |
| Add | Verisk Analytics Inc | +35,898 | +8.1% | +0.23 pp | 5/5/2026 |
| Add | Amazon.com Inc. | +85,752 | +7.6% | +0.89 pp | 5/5/2026 |
| Reduce | Oracle Corp | -3,583 | -2.9% | -0.03 pp | 5/5/2026 |
| Reduce | Motorola Solutions Inc. | -5,745 | -3.3% | +0.39 pp | 5/5/2026 |
| Reduce | Accenture plc Class A | -8,100 | -12.2% | -0.05 pp | 5/5/2026 |
| Add | AON plc Registered Shs | +14,966 | +141.1% | +0.10 pp | 5/5/2026 |
| Reduce | Adobe Inc | -765 | -2.2% | -0.03 pp | 5/5/2026 |
| Exit | FactSet Research Systems Inc. | -11,810 | Exit | -0.05 pp | 5/5/2026 |
| Add | Waters Corp | +30 | +0.1% | 0.00 pp | 5/5/2026 |
| Reduce | Amphenol Corp | -5,125 | -2.2% | +0.07 pp | 5/5/2026 |
| Reduce | Cognizant Technology Solutions | -1,309 | -1.2% | -0.01 pp | 5/5/2026 |
| Reduce | Clorox Company | -22,300 | -32.6% | -0.01 pp | 5/5/2026 |
| Exit | Hologic Inc. | -28,000 | Exit | -0.03 pp | 5/5/2026 |
| Reduce | Genpact Limited | -23,640 | -20.3% | -0.02 pp | 5/5/2026 |
| Reduce | Donaldson Co. Inc. | -16,840 | -42.0% | -0.02 pp | 5/5/2026 |
| Add | Marsh, Inc. | +66,887 | +6.2% | +0.77 pp | 5/5/2026 |
| Reduce | MSCI, Inc. | -2,100 | -21.3% | -0.01 pp | 5/5/2026 |
| Reduce | Texas Instruments Inc | -8,266 | -85.5% | -0.02 pp | 5/5/2026 |
| Reduce | Toro Company | -20,157 | -46.4% | -0.01 pp | 5/5/2026 |
| Exit | ON Semiconductor Corp | -21,406 | Exit | -0.02 pp | 5/5/2026 |
| Reduce | Omnicom Group Inc | -12,000 | -35.2% | -0.01 pp | 5/5/2026 |
| Reduce | Nordson Corporation | -5,060 | -42.0% | -0.01 pp | 5/5/2026 |
| Reduce | Nike Inc | -1,861 | -2.4% | 0.00 pp | 5/5/2026 |
| Reduce | Unitedhealth Group Inc | -2,450 | -62.2% | -0.01 pp | 5/5/2026 |
| Reduce | PepsiCo Inc. | -667 | -0.8% | +0.06 pp | 5/5/2026 |
| Reduce | Keysight Technologies, Inc. | -10,768 | -38.8% | +0.01 pp | 5/5/2026 |
| Exit | lululemon athletica inc. | -3,920 | Exit | -0.01 pp | 5/5/2026 |
| Reduce | Labcorp Holdings, Inc. | -4,340 | -19.0% | +0.01 pp | 5/5/2026 |
| Exit | Landstar System Inc. | -5,350 | Exit | -0.01 pp | 5/5/2026 |
| Reduce | Colgate-Palmolive Co | -294 | -0.2% | +0.05 pp | 5/5/2026 |
| Reduce | Coca-Cola Co | -1 | 0.0% | +0.04 pp | 5/5/2026 |
| Reduce | 3M Co. | -200 | -0.7% | +0.01 pp | 5/5/2026 |
| Add | Sherwin-Williams Co | +8,025 | +1.3% | +0.81 pp | 5/5/2026 |
| Add | Amdocs Limited | +8,570 | +92.6% | +0.01 pp | 5/5/2026 |
| Reduce | IDEXX Laboratories Inc. | -1 | 0.0% | 0.00 pp | 5/5/2026 |
| Reduce | Home Depot Inc. | -1,033 | -41.4% | 0.00 pp | 5/5/2026 |
| Reduce | Taiwan Semiconductor Manuf | -693 | -4.0% | +0.03 pp | 5/5/2026 |
| Reduce | Booz Allen Hamilton Holding Co | -2,600 | -15.8% | 0.00 pp | 5/5/2026 |
| Reduce | Johnson & Johnson | -499 | -4.9% | +0.01 pp | 5/5/2026 |
| Reduce | F5 Networks Inc. | -780 | -5.5% | +0.02 pp | 5/5/2026 |
| Reduce | Kroger Company | -13,970 | -17.4% | +0.02 pp | 5/5/2026 |
| Reduce | Emerson Elec Co | -410 | -0.5% | +0.04 pp | 5/5/2026 |
| Add | United Rentals, Inc. | +20 | +0.9% | 0.00 pp | 5/5/2026 |
| Reduce | Becton Dickinson & Co. | -346 | -13.9% | 0.00 pp | 5/5/2026 |
| Add | TJX Companies Inc | +1 | 0.0% | +0.02 pp | 5/5/2026 |
| Add | Levi Strauss & Co | +20,800 | +17.5% | +0.01 pp | 5/5/2026 |
| Reduce | Ecolab Inc | -1,100 | -1.8% | +0.06 pp | 5/5/2026 |
| Reduce | Ross Stores Inc | -4,920 | -18.3% | +0.02 pp | 5/5/2026 |
| Add | Ferrari N.V. | +82 | +3.2% | 0.00 pp | 5/5/2026 |
| Add | Jensen Quality Growth ETF | +56,885 | +11.0% | +0.05 pp | 5/5/2026 |
| Reduce | Air Products & Chemicals | -1,340 | -14.8% | +0.01 pp | 5/5/2026 |