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13F-HR filed by JENSEN INVESTMENT MANAGEMENT INC

JENSEN INVESTMENT MANAGEMENT INC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 83 holding rows worth $8,532,330,700.

Accession
0001171200-25-000262
Filed
2025-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 83 entries on the cover page, a total value of $8,532,330,700 stated on the cover page (in dollars after the unit check, H1), rows summing to $8,532,330,700 with VALUE read as dollars as filed, 13F file number 028-03495. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM1,569,529$780,699,420dollars as filed
Stryker Corporation863667101COM1,417,621$560,853,396dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,423,637$529,903,994dollars as filed
Intuit Inc.461202103COM628,445$494,982,135dollars as filed
Apple Inc037833100COM2,317,269$475,434,081dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,375,178$418,577,619dollars as filed
Accenture Plc Class AG1151C101COM1,327,010$396,630,019dollars as filed
MasterCard, Inc57636Q104COM620,967$348,946,196dollars as filed
KLA CORP482480100COM389,028$348,467,941dollars as filed
Abbott Laboratories002824100COM2,378,563$323,508,354dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,297,083$315,230,081dollars as filed
Automatic Data Processing,Inc.053015103COM940,786$290,138,402dollars as filed
NVIDIA Corp67066G104COM1,747,996$276,165,888dollars as filed
Waste Management, Inc.94106L109COM1,174,028$268,641,087dollars as filed
EQUIFAX INC COM294429105Stock1,026,607$266,271,058dollars as filed
COPART INC COM217204106Stock5,315,861$260,849,299dollars as filed
AMPHENOL CORP NEW032095101COM2,612,009$257,935,889dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock823,396$253,729,477dollars as filed
ZOETIS INC CL A98978V103Stock1,615,431$251,926,464dollars as filed
Procter & Gamble Co742718109COM1,431,200$228,018,784dollars as filed
SHERWIN WILLIAMS CO824348106COM558,255$191,682,437dollars as filed
Eli Lilly and Company532457108COM206,612$161,060,252dollars as filed
META PLATFORMS INC CL A30303M102COM203,412$150,136,363dollars as filed
McDonalds Corporation580135101COM499,014$145,796,920dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock281,734$87,760,141dollars as filed
Johnson & Johnson478160104COM416,198$63,574,245dollars as filed
Home Depot, Inc437076102COM160,587$58,877,618dollars as filed
Oracle Corporation68389X105COM145,209$31,747,044dollars as filed
ECOLAB INC COM278865100Stock67,986$18,318,148dollars as filed
Adobe Inc00724F101COM43,992$17,019,625dollars as filed
WATERS CORP COM941848103Stock43,936$15,335,421dollars as filed
PepsiCo,Inc.713448108COM104,162$13,753,550dollars as filed
EMERSON ELEC CO COM291011104Stock92,600$12,346,358dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock123,726$9,654,340dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock97,699$8,880,839dollars as filed
Coca-Cola Company191216100COM124,478$8,806,819dollars as filed
CLOROX CO DEL189054109COM70,965$8,520,768dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock27,340$7,177,023dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock57,560$7,058,583dollars as filed
CROWN HLDGS INC COM228368106Stock65,368$6,731,597dollars as filed
GENPACT LIMITED SHSG3922B107Stock148,195$6,522,062dollars as filed
GENERAL MILLS INC COM370334104Stock125,215$6,487,389dollars as filed
MSCI INC COM55354G100Stock11,050$6,372,977dollars as filed
NIKE,Inc. Class B654106103COM83,798$5,953,010dollars as filed
VEEVA SYS INC CL A COM922475108Stock20,411$5,877,960dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock35,430$5,805,560dollars as filed
TRACTOR SUPPLY CO COM892356106Stock109,490$5,777,787dollars as filed
KROGER CO COM501044101Stock80,240$5,755,615dollars as filed
IDEXX LABS INC COM45168D104Stock10,410$5,583,299dollars as filed
OMNICOM GROUP INC COM681919106Stock76,066$5,472,188dollars as filed
ROSS STORES INC COM778296103Stock39,930$5,094,269dollars as filed
FACTSET RESH SYS INC COM303075105Stock10,400$4,651,712dollars as filed
DONALDSON INC COM257651109Stock66,810$4,633,274dollars as filed
F5 INC COM315616102Stock14,990$4,411,857dollars as filed
3M CO COM88579Y101Stock27,800$4,232,272dollars as filed
AbbVie,Inc.00287Y109COM22,227$4,125,776dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock133,568$4,093,859dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS17,338$3,926,884dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock36,880$3,840,314dollars as filed
HOLOGIC INC436440101COM58,230$3,794,267dollars as filed
AIR PRODS & CHEMS INC009158106COM12,640$3,565,238dollars as filed
GENTEX CORP COM371901109Stock161,540$3,552,265dollars as filed
AON PLC SHS CL AG0403H108Stock9,800$3,496,248dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock36,150$3,474,377dollars as filed
Texas Instruments Incorporated882508104COM16,727$3,472,860dollars as filed
UnitedHealth Group Inc91324P102COM10,406$3,246,360dollars as filed
GENUINE PARTS CO COM372460105Stock26,604$3,227,331dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock31,950$3,083,175dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock157,900$2,919,571dollars as filed
TJX Companies Inc872540109COM23,249$2,871,019dollars as filed
BEST BUY INC COM086516101Stock41,675$2,797,643dollars as filed
TORO CO891092108COM39,470$2,789,740dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock13,080$2,582,908dollars as filed
Raytheon Technologies Corporation75513E101COM17,586$2,567,908dollars as filed
BIO-TECHNE CORP09073M104COM47,450$2,441,303dollars as filed
United Parcel Service,Inc. Class B911312106COM21,840$2,204,530dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock41,450$2,172,395dollars as filed
BECTON DICKINSON & CO075887109COM12,502$2,153,470dollars as filed
UNITED RENTALS INC COM911363109Stock2,680$2,019,112dollars as filed
PAYCHEX INC704326107COM9,320$1,355,687dollars as filed
Bristol-Myers Squibb Company110122108COM26,375$1,220,899dollars as filed
KELLANOVA487836108COM11,432$909,187dollars as filed
Linde plcG54950103COM1,380$647,468dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001171200-25-000262this filing2025-08-08acceptance time not in the bulk data set