JENSEN INVESTMENT MANAGEMENT INC
Lake Oswego OR · SEC CIK 0001106129
$41.25亿2026Q2 申报市值
83持仓数
55.1%前十大占比 · 第一大 6.9%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TJX 加仓+$7,272.30万
APH 加仓+$6,864.08万
CTAS 新建仓+$5,674.38万
IDXX 加仓+$5,377.01万
MSI 加仓+$4,536.21万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$2.61亿
GOOGL 减仓-$2.33亿
AAPL 减仓-$2.13亿
MSFT 减仓-$1.62亿
META 减仓-$1.31亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BBY | Best Buy Co. Inc. | $0 | 0.00% | 0 | -24,735 | -100.0% | -$158.80万 | 清仓 |
| — | Bajaj Finance Limited | $0 | 0.00% | 0 | -95,800 | -100.0% | -$81.97万 | 清仓 |
| HD | Home Depot, Inc. | $28.11万 | 0.01% | 797 | -665 | -45.5% | -$23.45万 | 减仓 |
| BDX | Becton Dickinson & Co. | $30.87万 | 0.01% | 2,040 | -100 | -4.7% | -$1.51万 | 减仓 |
| GPC | Genuine Parts Company | $31.55万 | 0.01% | 2,674 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $35.70万 | 0.01% | 859 | -632 | -42.4% | -$26.27万 | 减仓 |
| TXN | Texas Instruments Inc | $37.17万 | 0.01% | 1,247 | -152 | -10.9% | -$4.53万 | 减仓 |
| GIS | General Mills Inc. | $43.66万 | 0.01% | 12,546 | -5,299 | -29.7% | -$18.44万 | 减仓 |
| CPB | Campbell Soup Company | $48.40万 | 0.01% | 21,735 | -9,683 | -30.8% | -$21.56万 | 减仓 |
| MANH | Manhattan Associates, Inc. | $56.54万 | 0.01% | 4,060 | -360 | -8.1% | -$5.01万 | 减仓 |
| LIN | Linde plc | $66.94万 | 0.02% | 1,290 | 0 | 0.0% | — | 不变 |
| BAH | Booz Allen Hamilton Holding Co | $77.23万 | 0.02% | 12,730 | -1,120 | -8.1% | -$6.80万 | 减仓 |
| FICO | Fair Isaac Corporation | $88.41万 | 0.02% | 740 | -510 | -40.8% | -$60.93万 | 减仓 |
| RACE | Ferrari N.V. | $99.85万 | 0.02% | 2,682 | 0 | 0.0% | — | 不变 |
| DOX | Amdocs Limited | $109.47万 | 0.03% | 21,660 | 3,840 | 21.5% | $19.41万 | 加仓 |
| DCI | Donaldson Co. Inc. | $121.10万 | 0.03% | 13,490 | -9,740 | -41.9% | -$87.44万 | 减仓 |
| NDSN | Nordson Corporation | $131.54万 | 0.03% | 4,360 | -2,630 | -37.6% | -$79.34万 | 减仓 |
| OMC | Omnicom Group Inc | $160.62万 | 0.04% | 22,054 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals | $160.99万 | 0.04% | 5,491 | -2,204 | -28.6% | -$64.62万 | 减仓 |
| INTU | Intuit Inc. | $196.43万 | 0.05% | 7,526 | -96,009 | -92.7% | -$2,505.83万 | 减仓 |
| G | Genpact Limited | $202.55万 | 0.05% | 73,655 | -19,330 | -20.8% | -$53.16万 | 减仓 |
| TTC | Toro Company | $208.70万 | 0.05% | 21,423 | -1,890 | -8.1% | -$18.41万 | 减仓 |
| URI | United Rentals, Inc. | $215.48万 | 0.05% | 1,902 | -269 | -12.4% | -$30.47万 | 减仓 |
| JNJ | Johnson & Johnson | $223.42万 | 0.05% | 8,797 | -970 | -9.9% | -$24.64万 | 减仓 |
| GNTX | Gentex Corporation | $274.10万 | 0.07% | 108,470 | -25,070 | -18.8% | -$63.35万 | 减仓 |
| ABBV | AbbVie Inc. | $278.41万 | 0.07% | 11,064 | -80 | -0.7% | -$2.01万 | 减仓 |
| TSCO | Tractor Supply Co | $283.98万 | 0.07% | 89,840 | -7,940 | -8.1% | -$25.10万 | 减仓 |
| NKE | Nike Inc | $292.87万 | 0.07% | 71,344 | -3,580 | -4.8% | -$14.70万 | 减仓 |
| CHD | Church & Dwight Co Inc | $307.50万 | 0.07% | 31,740 | -2,810 | -8.1% | -$27.22万 | 减仓 |
| FFIV | F5 Networks Inc. | $310.72万 | 0.08% | 7,470 | -5,850 | -43.9% | -$243.34万 | 减仓 |
| LEVI | Levi Strauss & Co | $318.12万 | 0.08% | 128,120 | -11,320 | -8.1% | -$28.11万 | 减仓 |
| KEYS | Keysight Technologies, Inc. | $319.51万 | 0.08% | 9,127 | -7,835 | -46.2% | -$274.28万 | 减仓 |
| RTX | Raytheon Technologies Corp | $333.66万 | 0.08% | 17,586 | -21 | -0.1% | -$3,984 | 减仓 |
| KR | Kroger Company | $346.45万 | 0.08% | 62,390 | -3,880 | -5.9% | -$21.55万 | 减仓 |
| MSCI | MSCI, Inc. | $358.99万 | 0.09% | 6,410 | -1,340 | -17.3% | -$75.05万 | 减仓 |
| ROST | Ross Stores Inc | $359.12万 | 0.09% | 16,872 | -5,152 | -23.4% | -$109.66万 | 减仓 |
| TROW | T Rowe Price Group Inc | $363.24万 | 0.09% | 31,950 | 0 | 0.0% | — | 不变 |
| GWW | W.W. Grainger Inc. | $371.66万 | 0.09% | 2,732 | -408 | -13.0% | -$55.50万 | 减仓 |
| EHC | Encompass Health Corp | $396.84万 | 0.10% | 39,260 | -11,400 | -22.5% | -$115.23万 | 减仓 |
| CTSH | Cognizant Technology Solutions | $402.28万 | 0.10% | 103,867 | -2,550 | -2.4% | -$9.88万 | 减仓 |
| MMM | 3M Co. | $447.16万 | 0.11% | 27,618 | -11 | -0.0% | -$1,781 | 减仓 |
| LH | Labcorp Holdings, Inc. | $449.40万 | 0.11% | 16,050 | -2,430 | -13.1% | -$68.04万 | 减仓 |
| CLX | Clorox Company | $456.25万 | 0.11% | 47,805 | 1,640 | 3.6% | $15.65万 | 加仓 |
| CCK | Crown Holdings Inc. | $587.98万 | 0.14% | 52,583 | -4,320 | -7.6% | -$48.31万 | 减仓 |
| ACN | Accenture plc Class A | $650.01万 | 0.16% | 52,235 | -6,089 | -10.4% | -$75.77万 | 减仓 |
| ADBE | Adobe Inc | $687.74万 | 0.17% | 33,545 | -287 | -0.8% | -$5.88万 | 减仓 |
| TSM | Taiwan Semiconductor Manuf ADR | $758.57万 | 0.18% | 15,884 | -543 | -3.3% | -$25.93万 | 减仓 |
| AON | AON plc Registered Shs | $855.40万 | 0.21% | 25,789 | 220 | 0.9% | $7.30万 | 加仓 |
| KO | Coca-Cola Co | $907.53万 | 0.22% | 111,668 | 17 | 0.0% | $1,382 | 加仓 |
| EMR | Emerson Elec Co | $1,054.89万 | 0.26% | 73,691 | -799 | -1.1% | -$11.44万 | 减仓 |
| CL | Colgate-Palmolive Co | $1,056.42万 | 0.26% | 115,229 | -3,411 | -2.9% | -$31.27万 | 减仓 |
| PEP | PepsiCo Inc. | $1,082.21万 | 0.26% | 79,927 | -1,408 | -1.7% | -$19.06万 | 减仓 |
| WAT | Waters Corp | $1,446.38万 | 0.35% | 38,566 | -200 | -0.5% | -$7.50万 | 减仓 |
| — | Jensen Quality Growth ETF | $1,477.66万 | 0.36% | 544,862 | -29,870 | -5.2% | -$81.01万 | 减仓 |
| ECL | Ecolab Inc | $1,628.09万 | 0.39% | 58,436 | -424 | -0.7% | -$11.81万 | 减仓 |
| ORCL | Oracle Corp | $1,735.06万 | 0.42% | 118,394 | -2,396 | -2.0% | -$35.11万 | 减仓 |
| ADP | Automatic Data Processing, Inc | $1,847.41万 | 0.45% | 82,492 | -22,405 | -21.4% | -$501.76万 | 减仓 |
| CPRT | Copart Inc. | $3,505.92万 | 0.85% | 1,243,675 | -359,748 | -22.4% | -$1,014.13万 | 减仓 |
| BR | Broadridge Financial Solutions | $5,205.83万 | 1.26% | 380,126 | -475,658 | -55.6% | -$6,514.14万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $5,564.94万 | 1.35% | 105,709 | 102,139 | 2,861.0% | $5,377.01万 | 加仓 |
| CTAS | Cintas Corporation | $5,674.38万 | 1.38% | 333,630 | 333,630 | — | $5,674.38万 | 新建仓 |
| EFX | Equifax Inc | $5,881.39万 | 1.43% | 370,551 | -412,549 | -52.7% | -$6,547.98万 | 减仓 |
| MCD | McDonald's Corp. | $6,097.38万 | 1.48% | 225,570 | -50,692 | -18.3% | -$1,370.26万 | 减仓 |
| META | Meta Platforms, Inc. Class A | $6,165.55万 | 1.49% | 109,456 | -231,691 | -67.9% | -$1.31亿 | 减仓 |
| VRSK | Verisk Analytics Inc | $6,806.47万 | 1.65% | 379,127 | -102,367 | -21.3% | -$1,837.79万 | 减仓 |
| TJX | TJX Companies Inc | $7,623.18万 | 1.85% | 503,180 | 480,020 | 2,072.6% | $7,272.30万 | 加仓 |
| VEEV | Veeva Systems Inc. Class A | $7,977.08万 | 1.93% | 449,489 | -116,978 | -20.7% | -$2,076.01万 | 减仓 |
| ABT | Abbott Labs | $8,032.87万 | 1.95% | 885,262 | -600,774 | -40.4% | -$5,451.42万 | 减仓 |
| APH | Amphenol Corp | $1.08亿 | 2.63% | 614,660 | 389,297 | 172.7% | $6,864.08万 | 加仓 |
| MSI | Motorola Solutions Inc. | $1.16亿 | 2.81% | 278,721 | 109,230 | 64.4% | $4,536.21万 | 加仓 |
| CDNS | Cadence Design Systems, Inc. | $1.16亿 | 2.81% | 308,555 | -197,306 | -39.0% | -$7,405.29万 | 减仓 |
| PG | Procter & Gamble Co | $1.26亿 | 3.06% | 860,442 | -136,964 | -13.7% | -$2,008.44万 | 减仓 |
| WM | Waste Management | $1.41亿 | 3.41% | 631,052 | -20,276 | -3.1% | -$451.91万 | 减仓 |
| AVGO | Broadcom, Inc. | $1.48亿 | 3.59% | 392,082 | -53,567 | -12.0% | -$2,023.49万 | 减仓 |
| MRSH | Marsh, Inc. | $1.64亿 | 3.98% | 984,904 | -166,300 | -14.4% | -$2,771.72万 | 减仓 |
| MA | Mastercard Inc | $1.79亿 | 4.33% | 347,714 | -143,215 | -29.2% | -$7,355.52万 | 减仓 |
| LLY | Eli Lilly & Co. | $1.84亿 | 4.47% | 153,735 | -76,936 | -33.4% | -$9,227.93万 | 减仓 |
| SHW | Sherwin-Williams Co | $1.86亿 | 4.50% | 539,035 | -87,251 | -13.9% | -$3,004.23万 | 减仓 |
| SYK | Stryker Corp | $1.86亿 | 4.50% | 589,670 | -106,697 | -15.3% | -$3,359.25万 | 减仓 |
| KLAC | KLA Corporation | $2.38亿 | 5.78% | 790,391 | -865,929 | -52.3% | -$2.61亿 | 减仓 |
| NVDA | NVIDIA Corp | $2.40亿 | 5.81% | 1,197,487 | -434,528 | -26.6% | -$8,694.47万 | 减仓 |
| AAPL | Apple, Inc. | $2.49亿 | 6.04% | 860,969 | -734,972 | -46.1% | -$2.13亿 | 减仓 |
| AMZN | Amazon.com Inc. | $2.51亿 | 6.09% | 1,054,136 | -165,286 | -13.6% | -$3,939.43万 | 减仓 |
| MSFT | Microsoft Corp | $2.75亿 | 6.67% | 737,144 | -433,865 | -37.1% | -$1.62亿 | 减仓 |
| GOOGL | Alphabet Inc Cap Stk Cl A | $2.85亿 | 6.91% | 797,098 | -651,923 | -45.0% | -$2.33亿 | 减仓 |