§ 13F · FUND PROFILE
JENSEN INVESTMENT MANAGEMENT INC.
AUM · $4.1B (13F)Positions · 83Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stk Cl A | 797K | $285M | 6.9% | −45% |
| 2 | MSFT | Microsoft Corp | 737K | $275M | 6.7% | −37% |
| 3 | AMZN | Amazon.com Inc. | 1.05M | $251M | 6.1% | −14% |
| 4 | AAPL | Apple, Inc. | 861K | $249M | 6.0% | −46% |
| 5 | NVDA | NVIDIA Corp | 1.20M | $240M | 5.8% | −27% |
| 6 | KLAC | KLA Corporation | 790K | $238M | 5.8% | +377% |
| 7 | SYK | Stryker Corp | 590K | $186M | 4.5% | −15% |
| 8 | SHW | Sherwin-Williams Co | 539K | $186M | 4.5% | −14% |
| 9 | LLY | Eli Lilly & Co. | 154K | $184M | 4.5% | −33% |
| 10 | MA | Mastercard Inc | 348K | $179M | 4.3% | −29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JENSEN SIGNAL
AC read
JENSEN INVESTMENT MANAGEMENT INC is a Other fund managing $4.1 billion in assets. The fund runs a portfolio of 83 positions.
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