JENSEN INVESTMENT MANAGEMENT INC
CIK: 1106129SEC EDGAR →
Portfolio Value
$142.2B
Holdings
84
As of
Q1 2026
New Positions
84
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Copart Inc. | 1,603,423 | $53.2B | 37.42% |
| 2 | Jensen Quality Growth ETF | 574,732 | $14.0B | 9.82% |
| 3 | Colgate-Palmolive Co | 118,640 | $10.1B | 7.11% |
| 4 | Coca-Cola Co | 111,651 | $8.5B | 5.97% |
| 5 | Cognizant Technology Solutions | 106,417 | $6.5B | 4.59% |
| 6 | Encompass Health Corp | 50,660 | $4.9B | 3.44% |
| 7 | Kroger Company | 66,270 | $4.8B | 3.37% |
| 8 | Tractor Supply Co | 97,780 | $4.4B | 3.11% |
| 9 | Nike Inc | 74,924 | $4.0B | 2.78% |
| 10 | Genpact Limited | 92,985 | $3.5B | 2.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 14 | $58.9B | 41.4% |
| Consumer Defensive | 9 | $28.1B | 19.8% |
| Financial Services | 6 | $17.3B | 12.2% |
| Consumer Cyclical | 13 | $15.8B | 11.1% |
| Technology | 22 | $13.1B | 9.2% |
| Healthcare | 12 | $5.6B | 3.9% |
| Communication Services | 3 | $2.3B | 1.6% |
| Unknown | 1 | $819.7M | 0.6% |
| Basic Materials | 4 | $219.3M | 0.2% |