Jensen Investment Management Inc Portfolio Holdings

Jensen Investment Management Inc

  • $8.05 Billion
  • Q3 2025

Jensen Investment Management Inc has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.05 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $787M, Apple Inc. with a value of $586M, Marsh & Mclennan Companies, Inc. with a value of $485M, Stryker Corp with a value of $451M, and Alphabet Inc. with a value of $435M.

Examining the 13F form we can see an decrease of $473M in the current position value, from $8.52B to 8.05B.

Jensen Investment Management Inc is based out at Lake Oswego, OR

Below you can find more details about Jensen Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $8.05 Billion
Technology: $3.18 Billion
Healthcare: $1.42 Billion
Industrials: $923 Million
Financial Services: $832 Million
Communication Services: $735 Million
Consumer Cyclical: $428 Million
Consumer Defensive: $279 Million
Basic Materials: $251 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $8.05 Billion
  • Prior Value $8.52 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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