Jensen Investment Management Inc Reduced Holdings in Q2 2025

Jensen Investment Management Inc

  • $8.52 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-597K
- 98.29%
$274.35 - $599.47 $164M - $358M
10.4K $3.25M
TXN
Texas Instruments Inc

Technology
-1.16M
- 98.58%
N/A
16.7K $3.26M
ACN
Accenture PLC

Technology
-509K
- 27.71%
$279.23 - $323.21 $142M - $164M
1.33M $397M
AAPL
Apple Inc.

Technology
-509K
- 18.01%
$172.42 - $223.89 $87.8M - $114M
2.32M $475M
PEP
Pepsico Inc

Consumer Defensive
-968K
- 90.28%
$128.02 - $151.37 $124M - $146M
104K $13.8M
NKE
Nike, Inc.

Consumer Cyclical
-2.22M
- 96.36%
$53.27 - $72.04 $118M - $160M
83.8K $5.95M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-206K
- 7.84%
$212.1 - $244.27 $43.7M - $50.3M
2.42M $530M
ADP
Automatic Data Processing Inc

Industrials
-343K
- 26.71%
$276.76 - $326.81 $94.9M - $112M
941K $290M
HD
Home Depot, Inc.

Consumer Cyclical
-142K
- 46.85%
$335.24 - $380.78 $47.5M - $53.9M
161K $58.9M
ZTS
Zoetis Inc.

Healthcare
-206K
- 11.31%
$144.41 - $170.3 $29.7M - $35.1M
1.62M $252M
MA
Mastercard Inc

Financial Services
-67.9K
- 9.86%
$479.92 - $590.74 $32.6M - $40.1M
621K $349M
WM
Waste Management Inc

Industrials
-101K
- 7.89%
$216.47 - $242.1 $21.8M - $24.3M
1.17M $269M
PG
Procter & Gamble CO

Consumer Defensive
-60.6K
- 4.06%
$157.66 - $172.39 $9.56M - $10.4M
1.43M $228M
BR
Broadridge Financial Solutions, Inc.

Technology
-89.5K
- 6.46%
$217.22 - $246.25 $19.4M - $22M
1.3M $315M
MCD
Mcdonalds Corp

Consumer Cyclical
-21.3K
- 4.09%
$285.55 - $321.23 $6.07M - $6.83M
499K $146M
INTU
Intuit Inc

Technology
-201K
- 24.23%
$544.07 - $787.63 $109M - $158M
628K $495M
SHW
Sherwin Williams CO

Basic Materials
-23.2K
- 3.99%
$313.51 - $363.51 $7.28M - $8.44M
558K $192M
VRSK
Verisk Analytics, Inc.

Industrials
-47.5K
- 14.44%
$277.03 - $321.33 $13.2M - $15.3M
282K $87.8M
GOOGL
Alphabet Inc.

Communication Services
-396K
- 14.3%
$144.7 - $178.6 $57.3M - $70.8M
2.38M $419M
SYK
Stryker Corp

Healthcare
-99.8K
- 6.58%
$337.37 - $395.63 $33.7M - $39.5M
1.42M $561M
CHD
Church & Dwight CO Inc

Consumer Defensive
-9.43K
- 20.69%
$91.57 - $110.76 $864K - $1.04M
36.2K $3.47M
WAT
Waters Corp

Healthcare
-396
- 0.89%
$307.71 - $366.67 $122K - $145K
43.9K $15.3M
BDX
Becton Dickinson & CO

Healthcare
-820
- 6.16%
$165.15 - $226.42 $135K - $186K
12.5K $2.15M
OMC
Omnicom Group Inc.

Communication Services
-500
- 0.65%
$69.22 - $79.77 $34.6K - $39.9K
76.1K $5.47M
BBY
Best Buy CO Inc

Consumer Cyclical
-5.7K
- 12.03%
$56.17 - $75.73 $320K - $432K
41.7K $2.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.11K
- 11.8%
$119.13 - $135.03 $370K - $420K
23.2K $2.87M
CL
Colgate Palmolive CO

Consumer Defensive
-60
- 0.06%
$87.57 - $96.0 $5.25K - $5.76K
97.7K $8.88M
UPS
United Parcel Service Inc

Industrials
-30
- 0.14%
$91.92 - $110.2 $2.76K - $3.31K
21.8K $2.2M
PAYX
Paychex Inc

Industrials
-510
- 5.19%
$137.01 - $159.78 $69.9K - $81.5K
9.32K $1.36M
KO
Coca Cola CO

Consumer Defensive
-250
- 0.2%
$68.37 - $73.9 $17.1K - $18.5K
124K $8.81M
EHC
Encompass Health Corp

Healthcare
-13.3K
- 18.73%
$96.12 - $122.63 $1.28M - $1.63M
57.6K $7.06M
CCK
Crown Holdings Inc

Consumer Cyclical
-10.1K
- 13.33%
$78.47 - $104.45 $789K - $1.05M
65.4K $6.73M
Linde PLC
-65
- 4.5%
N/A
1.38K $0
Labcorp Holdings, Inc.
-1.18K
- 4.14%
N/A
27.3K $0
LEVI
Levi Strauss & CO

Consumer Cyclical
-26.9K
- 14.56%
$12.42 - $18.62 $334K - $501K
158K $2.92M
KR
Kroger CO

Consumer Defensive
-4.1K
- 4.86%
$64.62 - $74.0 $265K - $303K
80.2K $5.76M
CTSH
Cognizant Technology Solutions Corp

Technology
-1.28K
- 1.03%
$66.47 - $81.81 $85.3K - $105K
124K $9.65M
MMM
3 M CO

Industrials
-40
- 0.14%
$126.09 - $154.15 $5.04K - $6.17K
27.8K $4.23M
MANH
Manhattan Associates Inc

Technology
-800
- 5.76%
$143.9 - $197.47 $115K - $158K
13.1K $2.58M
RTX
Raytheon Technologies Corp

Industrials
-90
- 0.51%
$113.75 - $148.48 $10.2K - $13.4K
17.6K $2.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.2K
- 15.58%
$141.37 - $228.57 $452K - $731K
17.3K $3.93M
VEEV
Veeva Systems Inc

Healthcare
-1.44K
- 6.59%
$209.39 - $289.94 $302K - $418K
20.4K $5.88M
ECL
Ecolab Inc.

Basic Materials
-1K
- 1.45%
$225.65 - $270.95 $226K - $271K
68K $18.3M
EFX
Equifax Inc

Industrials
-39.8K
- 3.73%
$205.5 - $280.54 $8.19M - $11.2M
1.03M $266M
ORCL
Oracle Corp

Technology
-1.88K
- 1.28%
$122.82 - $218.63 $231K - $411K
145K $31.7M
KLAC
Kla Corp

Technology
-67.1K
- 14.71%
$576.53 - $902.94 $38.7M - $60.6M
389K $348M
MSFT
Microsoft Corp

Technology
-208K
- 11.7%
$354.56 - $497.45 $73.7M - $103M
1.57M $781M
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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