account_balance
Investment manager · 13F filer · SEC CIK 1106129
Jensen Investment Management Inc
Reported value$3.19Bas of Sep 30, 2026
Positions85 4 new, 2 sold out
Top 10 weight53.0%MSFT alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.4%Trimmed −30%
GOOGLAlphabet Inc.
7.0%Trimmed −18%
AMZNAmazon.com Inc
6.7%Trimmed −19%
AAPLApple Inc.
6.0%Trimmed −33%
NVDANVIDIA Corp
4.9%Trimmed −42%
MAMastercard Inc
4.5%Trimmed −25%
LLYELI Lilly & Co
4.0%Trimmed −28%
MRSHMarsh & McLennan Companies, Inc.
3.9%Trimmed −25%
WMWaste Management Inc
3.8%Trimmed −5%
AVGOBroadcom Inc.
3.7%Trimmed −14%
MSIMotorola Solutions, Inc.
3.3%−14%
SHWSherwin Williams Co
3.2%Trimmed −41%
MSFTMicrosoft Corp
8.4%Trimmed −30%
GOOGLAlphabet Inc.
7.0%Trimmed −18%
AMZNAmazon.com Inc
6.7%−19%
AAPLApple Inc.
6.0%−33%
NVDANVIDIA Corp
4.9%−42%
MAMastercard Inc
4.5%
LLYELI Lilly & Co
4.0%
MRSHMarsh & McLennan Companies, Inc.
3.9%
WMWaste Management Inc
3.8%
AVGO3.7%MSI3.3%SHW3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 8.4% Trimmed −30%GOOGL Alphabet Inc. 7.0% Trimmed −18%AMZN Amazon.com Inc 6.7% Trimmed −19%AAPL Apple Inc. 6.0% Trimmed −33%NVDA NVIDIA Corp 4.9% Trimmed −42%MA Mastercard Inc 4.5% Trimmed −25%LLY ELI Lilly & Co 4.0% Trimmed −28%MRSH Marsh & McLennan Companies, Inc. 3.9% Trimmed −25%WM Waste Management Inc 3.8% Trimmed −5%AVGO Broadcom Inc. 3.7% Trimmed −14%MSI Motorola Solutions, Inc. 3.3% Trimmed −14%SHW Sherwin Williams Co 3.2% Trimmed −41%
What changed
Biggest moves since Jun 30, 2026
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