Institutional manager
JENSEN INVESTMENT MANAGEMENT INC
Holds positions in 69 of the S&P 500, worth $5.02bn as reported for the quarter ended 31-mar-2026.
Positions held69of 488 index companies covered
Reported value$5.02bnS&P 500 positions only
Top ten weight58%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 69 held. The rest are smaller than every one of these.
MicrosoftMSFT1.2m$433mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.4m$417mCommunication ServicesApple Inc.AAPL1.6m$405mInformation TechnologyNvidiaNVDA1.6m$285mInformation TechnologyAmazonAMZN1.2m$254mConsumer DiscretionaryMastercardMA490,929$245mFinancialsKLA CorporationKLAC165,632$244mInformation TechnologyStryker CorporationSYK696,367$229mHealth CareLilly (Eli)LLY230,671$212mHealth CareSherwin-WilliamsSHW626,286$201mMaterialsMarsh McLennanMRSH1.2m$200mFinancialsMeta PlatformsMETA341,147$195mCommunication ServicesAbbott LaboratoriesABT1.5m$153mHealth CareWaste ManagementWM651,328$150mIndustrialsProcter & GamblePG997,406$144mConsumer StaplesEquifaxEFX783,100$141mIndustrialsCadence Design SystemsCDNS505,861$141mInformation TechnologyBroadridge Financial SolutionsBR855,784$139mIndustrialsBroadcomAVGO445,649$138mInformation TechnologyVeeva SystemsVEEV566,467$100mHealth CareVerisk AnalyticsVRSK481,494$91mIndustrialsMcDonald'sMCD276,262$86mConsumer DiscretionaryMotorola SolutionsMSI169,491$74mInformation TechnologyCopartCPRT1.6m$53mIndustrialsIntuitINTU103,535$45mInformation TechnologyAmphenolAPH225,363$28mInformation TechnologyAutomatic Data ProcessingADP104,897$21mIndustrialsOracle CorporationORCL120,790$18mInformation TechnologyEcolabECL58,860$16mMaterialsPepsiCoPEP81,335$13mConsumer StaplesAccentureACN58,324$12mInformation TechnologyWaters CorporationWAT38,766$12mHealth CareColgate-PalmoliveCL118,640$10mConsumer StaplesEmerson ElectricEMR74,490$10mIndustrialsCoca-Cola Company (The)KO111,651$8mConsumer StaplesAon plcAON25,569$8mFinancialsAdobe Inc.ADBE33,832$8mInformation TechnologyCognizantCTSH106,417$7mInformation TechnologyLabcorpLH18,480$5mHealth CareKrogerKR66,270$5mConsumer StaplesKeysight TechnologiesKEYS16,962$5mInformation TechnologyCloroxCLX46,165$5mConsumer StaplesRoss StoresROST22,024$5mConsumer DiscretionaryTractor SupplyTSCO97,780$4mConsumer DiscretionaryMSCIMSCI7,750$4mFinancials3MMMM27,629$4mIndustrialsNike, Inc.NKE74,924$4mConsumer DiscretionaryF5, Inc.FFIV13,320$4mInformation TechnologyTJX CompaniesTJX23,160$4mConsumer DiscretionaryW. W. GraingerGWW3,140$3mIndustrialsRTX CorporationRTX17,607$3mIndustrialsChurch & DwightCHD34,550$3mConsumer StaplesT. Rowe PriceTROW31,950$3mFinancialsAbbVieABBV11,144$2mHealth CareJohnson & JohnsonJNJ9,767$2mHealth CareAir ProductsAPD7,695$2mMaterialsIdexx LaboratoriesIDXX3,570$2mHealth CareNordson CorporationNDSN6,990$2mIndustrialsOmnicom GroupOMC22,054$2mCommunication ServicesBest BuyBBY24,735$2mConsumer Discretionary
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.