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Jensen Investment Management Holdings – 2025 Q3

Explore the latest portfolio disclosure for Jensen Investment Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Jensen Investment Management maintains its largest exposure in Technology, which represents approximately 45.83% of the portfolio. This sector forms the core of Jensen Investment Management's investment stance during this reporting period.

Additional major allocations include Health Care (about 16.06%) and Consumer Discretionary (approximately 11.62%), reflecting how Jensen Investment Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Jensen Investment Management's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Technology
45.8%
Health Care
16.1%
Consumer Discretionary
11.6%
Finance
9.4%
Real Estate
8.4%
Industrials
5.2%
Utilities
3.0%
Consumer Staples
0.4%
Telecommunications
0.1%
Basic Materials
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
MSFT 1,519,446 $517.95 Reduced -3.19% 9.76% $787M 2025 Q3
AAPL 2,303,255 $254.63 Reduced -0.60% 7.28% $586.48M 2025 Q3
MMC 2,406,645 $201.53 Reduced -0.70% 6.02% $485.01M 2025 Q3
SYK 1,220,050 $369.67 Reduced -13.94% 5.60% $451.02M 2025 Q3
GOOGL 1,791,309 $243.1 Reduced -24.58% 5.40% $435.47M 2025 Q3
NVDA 2,160,264 $186.58 Increased 23.59% 5.00% $403.06M 2025 Q3
INTU 536,978 $682.91 Reduced -14.55% 4.55% $366.71M 2025 Q3
LLY 463,739 $763 Increased 124.45% 4.39% $353.83M 2025 Q3
MA 581,527 $568.81 Reduced -6.35% 4.10% $330.78M 2025 Q3
ABT 2,409,429 $133.94 Increased 1.30% 4.00% $322.72M 2025 Q3
META 399,933 $734.38 Increased 96.61% 3.64% $293.7M 2025 Q3
KLAC 262,493 $1078.6 Reduced -32.53% 3.51% $283.12M 2025 Q3
ADP 924,421 $293.5 Reduced -1.74% 3.37% $271.32M 2025 Q3
EFX 1,022,492 $256.53 Reduced -0.40% 3.25% $262.3M 2025 Q3
BR 1,099,850 $238.17 Reduced -15.21% 3.25% $261.95M 2025 Q3
WM 1,086,589 $220.83 Reduced -7.45% 2.98% $239.95M 2025 Q3
CPRT 5,263,823 $44.97 Reduced -0.98% 2.94% $236.71M 2025 Q3
SHW 663,607 $346.26 Increased 18.87% 2.85% $229.78M 2025 Q3
PG 1,441,978 $153.65 Increased 0.75% 2.75% $221.56M 2025 Q3
CDNS 620,210 $351.26 Reduced -24.68% 2.70% $217.85M 2025 Q3
MCD 500,983 $303.89 Increased 0.39% 1.89% $152.24M 2025 Q3
ZTS 883,924 $146.32 Reduced -45.28% 1.60% $129.34M 2025 Q3
VEEV 413,213 $297.91 Increased 1924.46% 1.53% $123.1M 2025 Q3
APH 869,464 $123.75 Reduced -66.71% 1.33% $107.6M 2025 Q3
VRSK 424,645 $251.51 Increased 50.73% 1.33% $106.8M 2025 Q3
ACN 312,897 $246.6 Reduced -76.42% 0.96% $77.16M 2025 Q3
ORCL 142,435 $281.24 Reduced -1.91% 0.50% $40.06M 2025 Q3
ECL 66,986 $273.86 Reduced -1.47% 0.23% $18.34M 2025 Q3
ADBE 43,992 $352.75 No Change No Change 0.19% $15.52M 2025 Q3
WAT 43,936 $299.8 No Change No Change 0.16% $13.17M 2025 Q3
PEP 92,436 $140.44 Reduced -11.26% 0.16% $12.98M 2025 Q3
EMR 91,900 $131.18 Reduced -0.76% 0.15% $12.06M 2025 Q3
CL 124,789 $79.94 Increased 27.73% 0.12% $9.98M 2025 Q3
CLX 73,465 $123.3 Increased 3.52% 0.11% $9.06M 2025 Q3
CTSH 123,726 $67.07 No Change No Change 0.10% $8.3M 2025 Q3
KO 124,487 $66.32 Increased 0.01% 0.10% $8.26M 2025 Q3
LH 25,140 $287.07 Reduced -8.05% 0.09% $7.22M 2025 Q3
EHC 50,660 $127.02 Reduced -11.99% 0.08% $6.43M 2025 Q3
MSCI 11,050 $567.42 No Change No Change 0.08% $6.27M 2025 Q3
KEYS 35,430 $174.91 No Change No Change 0.08% $6.2M 2025 Q3
OMC 75,666 $81.53 Reduced -0.53% 0.08% $6.17M 2025 Q3
NKE 84,178 $69.73 Increased 0.45% 0.07% $5.87M 2025 Q3
ROST 38,450 $152.38 Reduced -3.71% 0.07% $5.86M 2025 Q3
TSCO 97,780 $56.87 Reduced -10.70% 0.07% $5.56M 2025 Q3
GIS 109,965 $50.42 Reduced -12.18% 0.07% $5.54M 2025 Q3
KR 80,240 $67.41 No Change No Change 0.07% $5.41M 2025 Q3
JNJ 28,970 $185.43 Reduced -93.04% 0.07% $5.37M 2025 Q3
TSM 19,120 $279.29 Increased 10.28% 0.07% $5.34M 2025 Q3
DCI 63,140 $81.85 Reduced -5.49% 0.06% $5.17M 2025 Q3
G 116,625 $41.89 Reduced -21.30% 0.06% $4.89M 2025 Q3
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