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Jensen Investment Management (Jensen Investment) - FilingSpy

Jensen Investment

Jensen Investment Management

Jensen Investment

$12.22B

Overview Activity Holdings

Buys

SHWNEW

The Sherwin-Williams Company

$169.77M

+568.9K shares

LHNEW

Labcorp Holdings Inc

$7.26M

+35.7K shares

Veeva Systems Inc

$3.89M

+21.2K shares

Idexx Laboratories Inc

$2.49M

+5.1K shares

APDNEW

Air Products & Chemicals, Inc.

$2.06M

+8.0K shares

Solventum Corp

$350.9K

+6.6K shares

Accenture Plc

$837.47M =$741.17M

2.42M+26.6K (+1.10%)

Marsh & Mclennan Companies Inc

$656.27M + $23.57M =$679.84M

3.19M+40.2K (+1.26%)

Kla Corporation

$383.51M + $87.32M =$470.82M

549.0K+22.0K (+4.02%)

Zoetis Inc

$265.72M + $75.03M =$340.75M

1.57M+395.2K (+25.17%)

Amphenol Corp

$343.35M =$267.29M

2.98M+990.9K (+33.29%)

Mcdonald'S Corporation

$121.62M + $45.28M =$166.90M

431.4K+223.6K (+51.83%)

Crown Holdings Inc

$7.23M =$6.97M

91.2K+2.4K (+2.64%)

The Kroger Co.

$6.87M =$6.02M

120.2K+450 (+0.37%)

Booz Allen Hamilton Holding Corp

$4.21M + $542.8K =$4.76M

28.4K+2.5K (+8.88%)

Keysight Technologies, Inc.

$4.98M =$4.74M

31.9K+2.8K (+8.79%)

F5 Inc

$4.31M + $312.9K =$4.63M

22.8K+4.1K (+18.07%)

Msci Inc.

$3.44M + $1.03M =$4.47M

6.1K+3.1K (+51.22%)

Ulta Beauty Inc

$4.32M =$3.71M

8.3K+1.3K (+16.20%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$2.73M + $813.7K =$3.54M

20.0K+328 (+1.64%)

Sells

CBREEXIT

Cbre Group Inc

$3.48M - $3.48M =Closed

-35.8K shares (100%)

LHEXIT

Labcorp Holdings Inc

$7.06M - $7.06M =Closed

-32.3K shares (100%)

MCOEXIT

Moody'S Corporation

$70.39M - $70.39M =Closed

-179.1K shares (100%)

Microsoft Corporation

$985.37M =$986.99M

2.21M left-133.8K (-5.71%)

Alphabet Inc

$874.83M - $16.68M =$858.15M

4.71M left-1.09M (-18.72%)

Apple Inc

$668.71M =$818.07M

3.88M left-15.5K (-0.40%)

Intuit Inc

$711.51M - $27.90M =$683.61M

1.04M left-54.5K (-4.97%)

Stryker Corporation

$756.86M - $91.86M =$665.00M

1.95M left-160.5K (-7.59%)

UnitedHealth Group Incorporated

$673.04M - $181.00M =$492.04M

966.2K left-394.3K (-28.98%)

Pepsico Inc

$543.85M - $92.16M =$451.70M

2.74M left-368.8K (-11.87%)

Mastercard Incorporated

$505.35M - $59.69M =$445.66M

1.01M left-39.2K (-3.73%)

Automatic Data Processing Inc

$492.41M - $49.78M =$442.63M

1.85M left-117.3K (-5.95%)

Texas Instruments Incorporated

$388.53M =$422.87M

2.17M left-56.4K (-2.53%)

Equifax Inc

$411.14M - $46.12M =$365.02M

1.51M left-31.4K (-2.04%)

Broadridge Financial Solutions Inc

$364.01M - $21.57M =$342.44M

1.74M left-38.6K (-2.17%)

Waste Management Inc

$367.81M - $28.22M =$339.59M

1.59M left-133.8K (-7.75%)

Procter & Gamble Co/the

$378.88M - $51.74M =$327.15M

1.98M left-351.5K (-15.05%)

Starbucks Corporation

$441.41M - $156.95M =$284.46M

3.65M left-1.18M (-24.35%)

Nike Inc

$430.27M - $152.41M =$277.86M

3.69M left-891.7K (-19.48%)

Johnson & Johnson

$319.25M - $41.72M =$277.53M

1.90M left-119.3K (-5.91%)