Jensen Investment Management Inc Portfolio Holdings

Jensen Investment Management Inc

  • $9.05 Billion
  • Q1 2025

Jensen Investment Management Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.05 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $667M, Marsh & Mclennan Companies, Inc. with a value of $642M, Apple Inc. with a value of $628M, Accenture PLC with a value of $573M, and Stryker Corp with a value of $565M.

Examining the 13F form we can see an decrease of $2B in the current position value, from $11.1B to 9.05B.

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 $9.05 Billion
Technology: $3.63 Billion
Healthcare: $1.51 Billion
Industrials: $1.08 Billion
Financial Services: $1.04 Billion
Consumer Cyclical: $670 Million
Consumer Defensive: $467 Million
Communication Services: $435 Million
Basic Materials: $224 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $9.05 Billion
  • Prior Value $11.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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