Arkolith/Funds/Jensen Investment Management Inc

Jensen Investment Management Inc

CIK 1106129
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Jensen Investment Management Inc holds a focused book of 83 reported positions worth $4.1B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Cintas Corp and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the reported non-option book. Cloning the disclosed picks since 2013 would be +313% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1
bought for the first time
Trimmed
68
sold some, still holds it
+65 more · largest first
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+313.2%
+11.7%/yr · since Nov '13
Their reported book
+309.7%
held from quarter-end
S&P 500
+437.9%
same window
$10K$21K$32K$43K$54KNov '13Jun '16Dec '18Jul '21Feb '24Sep '26
Jensen Investment Management Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.5 points over this window.

Growth of $10,000 cloning Jensen Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
55%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
47%
Consumer Discretionary
16%
Health Care
13%
Financials
9%
Materials
4%
Industrials
4%
Utilities
3%
Communication Services
3%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Jensen Investment Management Inc

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP12 / 80$645.4M
Uhlmann Price Securities, LLC28 / 80$2.4B
Ketron Financial13 / 80$276.3M
New World Advisors LLC25 / 80$459.2M
Independent Investors Inc21 / 80$398.5M
Cypress Funds LLC9 / 80$234.2M
Howard Hughes Medical Institute13 / 80$331.8M
Hoey Investments, Inc39 / 80$575.6M

Ranked by the share of each fund's own book sitting in the names it shares with Jensen Investment Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

83 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc Cap Stk Cl A
COM
$284.9M797.1K
6.9%
−45%
Reduced · −652K sh
2Microsoft Corp
COM
$275.0M737.1K
6.7%
−37%
Reduced · −434K sh
3Amazon.com Inc.
COM
$251.2M1.05M
6.1%
−14%
Reduced · −165K sh
4Apple, Inc.
COM
$249.1M861.0K
6.0%
−46%
Reduced · −735K sh
5Nvidia Corp
COM
$239.6M1.20M
5.8%
−27%
Reduced · −435K sh
6KLA Corporation
COM
$238.5M790.4K
5.8%
+377%
Added · +625K sh
7Stryker Corp
COM
$185.7M589.7K
4.5%
−15%
Reduced · −107K sh
8Sherwin-Williams Co
COM
$185.6M539.0K
4.5%
−14%
Reduced · −87K sh
9Eli Lilly & Co.
COM
$184.4M153.7K
4.5%
−33%
Reduced · −77K sh
10Mastercard Inc
COM
$178.6M347.7K
4.3%
−29%
Reduced · −143K sh
11Marsh, Inc.
COM
$164.2M984.9K
4.0%
−14%
Reduced · −166K sh
12Broadcom, Inc.
COM
$148.1M392.1K
3.6%
−12%
Reduced · −54K sh
13Waste Management
COM
$140.6M631.1K
3.4%
−3.1%
Reduced · −20K sh
14Procter & Gamble Co
COM
$126.2M860.4K
3.1%
−14%
Reduced · −137K sh
15Cadence Design Systems, Inc.
COM
$115.8M308.6K
2.8%
−39%
Reduced · −197K sh
16Motorola Solutions Inc.
COM
$115.8M278.7K
2.8%
+64%
Added · +109K sh
17Amphenol Corp
COM
$108.4M614.7K
2.6%
+173%
Added · +389K sh
18Abbott Labs
COM
$80.3M885.3K
1.9%
−40%
Reduced · −601K sh
19Veeva Systems Inc. Class A
COM
$79.8M449.5K
1.9%
−21%
Reduced · −117K sh
20TJX Companies Inc
COM
$76.2M503.2K
1.8%
22×
Added · +480K sh
21Verisk Analytics Inc
COM
$68.1M379.1K
1.7%
−21%
Reduced · −102K sh
22Meta Platforms, Inc. Class A
COM
$61.7M109.5K
1.5%
−68%
Reduced · −232K sh
23McDonald's Corp.
COM
$61.0M225.6K
1.5%
−18%
Reduced · −51K sh
24Equifax Inc
COM
$58.8M370.6K
1.4%
−53%
Reduced · −413K sh
25Cintas Corporation
COM
$56.7M333.6K
1.4%
New
New position
26IDEXX Laboratories Inc.
COM
$55.6M105.7K
1.3%
30×
Added · +102K sh
27Broadridge Financial Solutions
COM
$52.1M380.1K
1.3%
−56%
Reduced · −476K sh
28Copart Inc.
COM
$35.1M1.24M
0.8%
−22%
Reduced · −360K sh
29Automatic Data Processing, Inc
COM
$18.5M82.5K
0.4%
−21%
Reduced · −22K sh
30Oracle Corp
COM
$17.4M118.4K
0.4%
−2.0%
Reduced · −2K sh
31Ecolab Inc
COM
$16.3M58.4K
0.4%
−0.7%
Reduced · −424 sh
32Jensen Quality Growth ETF
JENSEN QUALITY
$14.8M544.9K
0.4%
−5.2%
Reduced · −30K sh
33Waters Corp
COM
$14.5M38.6K
0.4%
−0.5%
Reduced · −200 sh
34PepsiCo Inc.
COM
$10.8M79.9K
0.3%
−1.7%
Reduced · −1K sh
35Colgate-Palmolive Co
COM
$10.6M115.2K
0.3%
−2.9%
Reduced · −3K sh
36Emerson Elec Co
COM
$10.5M73.7K
0.3%
−1.1%
Reduced · −799 sh
37Coca-Cola Co
COM
$9.1M111.7K
0.2%
~0%
Added · +17 sh
38AON plc Registered Shs
COM
$8.6M25.8K
0.2%
+0.9%
Added · +220 sh
39Taiwan Semiconductor Manuf ADR
ADR
$7.6M15.9K
0.2%
−3.3%
Reduced · −543 sh
40Adobe Inc
COM
$6.9M33.5K
0.2%
−0.8%
Reduced · −287 sh
41Accenture plc Class A
COM
$6.5M52.2K
0.2%
−10%
Reduced · −6K sh
42Crown Holdings Inc.
COM
$5.9M52.6K
0.1%
−7.6%
Reduced · −4K sh
43Clorox Company
COM
$4.6M47.8K
0.1%
+3.5%
Added · +2K sh
44Labcorp Holdings, Inc.
COM
$4.5M16.1K
0.1%
−13%
Reduced · −2K sh
453M Co.
COM
$4.5M27.6K
0.1%
~0%
Reduced · −11 sh
46Cognizant Technology Solutions
COM
$4.0M103.9K
0.1%
−2.4%
Reduced · −3K sh
47Encompass Health Corp
COM
$4.0M39.3K
0.1%
−23%
Reduced · −11K sh
48W.W. Grainger Inc.
COM
$3.7M2.7K
0.1%
−13%
Reduced · −408 sh
49T Rowe Price Group Inc
COM
$3.6M31.9K
0.1%
Held
50Ross Stores Inc
COM
$3.6M16.9K
0.1%
−23%
Reduced · −5K sh
Showing 50 of 83 positions
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Filing history

As-of date vs the date the SEC received each filing

$14.2B · Q4 2021Q4 2020 · $12.1BQ2 2026 · $4.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d83$4.1B13F-HR
Q1 2026Mar 31, 2026May 5, 202635d84$5.1B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d89$6.4B13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d87$8.1B13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d83$8.5B13F-HR
Q1 2025Mar 31, 2025May 9, 202539d84$9.0B13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d85$11.0B13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d87$12.0B13F-HR
Q2 2024Jun 30, 2024Aug 5, 202436d87$12.2B13F-HR
Q1 2024Mar 31, 2024May 7, 202437d84$13.1B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d82$13.2B13F-HR
Q3 2023Sep 30, 2023Nov 7, 202338d83$12.7B13F-HR
Q2 2023Jun 30, 2023Aug 7, 202338d82$13.6B13F-HR
Q1 2023Mar 31, 2023May 8, 202338d81$12.7B13F-HR
Q4 2022Dec 31, 2022Apr 5, 202395d84$12.8B13F-HR/A
Q3 2022Sep 30, 2022Nov 7, 202238d81$11.5B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202243d81$12.1B13F-HR
Q1 2022Mar 31, 2022May 10, 202240d80$13.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d78$14.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202143d77$12.6B13F-HR
Q2 2021Jun 30, 2021Aug 5, 202136d76$13.2B13F-HR
Q1 2021Mar 31, 2021May 6, 202136d75$12.5B13F-HR
Q4 2020Dec 31, 2020Feb 9, 202140d76$12.1B13F-HR
Amended / restated
  • Q4 2022 · filed Feb 8, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.