Eric H. Schoenstein - Jensen Investment Management Portfolio Stock Holdings

Jensen Investment Management disclosed 84 stock positions valued at approximately $5.1 billion in its latest SEC 13F filing. The largest holdings include Microsoft Corp, Alphabet Inc Cap Stk Cl A, and Apple, Inc.. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
84
Portfolio Value
$5.1B
Holdings by Sector
Jensen Investment Management Portfolio Holdings in Q1 2026

82 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Microsoft CorpMSFTTechnology8.55%1,171,009-155,831-11.74%$433,472,402
Alphabet Inc Cap Stk Cl AGOOGLCommunication Services8.21%1,449,021-83,192-5.43%$416,680,479
Apple, Inc.AAPLTechnology7.98%1,595,941-382,331-19.33%$405,033,866
NVIDIA CorpNVDATechnology5.61%1,632,015-621,721-27.59%$284,623,416
Amazon.com Inc.AMZNConsumer Cyclical5.01%1,219,422+85,752+7.56%$253,969,020
Mastercard IncMAFinancial Services4.84%490,929+8,189+1.70%$245,297,584
KLA CorporationKLACTechnology4.81%165,632-23,882-12.60%$243,878,213
Stryker CorpSYKHealthcare4.51%696,367-35,178-4.81%$228,819,233
Eli Lilly & Co.LLYHealthcare4.18%230,671-19,156-7.67%$212,164,266
Sherwin-Williams CoSHWBasic Materials3.96%626,286+8,025+1.30%$200,755,977
Marsh, Inc.MMCFinancial Services3.94%1,151,204+66,887+6.17%$199,676,334
Meta Platforms, Inc. Class AMETACommunication Services3.85%341,147-24,893-6.80%$195,180,433
Abbott LabsABTHealthcare3.01%1,486,036-387,027-20.66%$152,571,316
Waste ManagementWMIndustrials2.95%651,328-349,131-34.90%$149,668,661
Procter & Gamble CoPGConsumer Defensive2.84%997,406-284,801-22.21%$144,065,323
Equifax IncEFXIndustrials2.78%783,100-41,339-5.01%$141,012,817
Cadence Design Systems, Inc.CDNSTechnology2.77%505,861-23,804-4.49%$140,563,596
Broadridge Financial SolutionsBRTechnology2.74%855,784+86,335+11.22%$139,047,784
Broadcom, Inc.AVGOTechnology2.72%445,649+267,208+149.75%$137,932,822
Veeva Systems Inc. Class AVEEVHealthcare1.96%566,467+257,714+83.47%$99,505,593
Verisk Analytics IncVRSKIndustrials1.80%481,494+35,898+8.06%$91,363,487
McDonald's Corp.MCDConsumer Cyclical1.69%276,262-167,016-37.68%$85,859,467
Motorola Solutions Inc.MSITechnology1.45%169,491-5,745-3.28%$73,554,009
Copart Inc.CPRTIndustrials1.05%1,603,423-565,094-26.06%$53,233,644
Intuit Inc.INTUTechnology0.88%103,535-169,443-62.07%$44,766,463
Amphenol CorpAPHTechnology0.56%225,363-5,125-2.22%$28,474,615
Automatic Data Processing, IncADPTechnology0.42%104,897-528,866-83.45%$21,312,972
Oracle CorpORCLTechnology0.35%120,790-3,583-2.88%$17,769,417
Ecolab IncECLBasic Materials0.31%58,860-1,100-1.83%$15,657,937
PepsiCo Inc.PEPConsumer Defensive0.25%81,335-667-0.81%$12,630,512
Accenture plc Class AACNTechnology0.23%58,324-8,100-12.19%$11,565,066
Waters CorpWATHealthcare0.23%38,766+30+0.08%$11,544,515
Colgate-Palmolive CoCLConsumer Defensive0.20%118,640-294-0.25%$10,111,687
Emerson Elec CoEMRIndustrials0.19%74,490-410-0.55%$9,759,680
Coca-Cola CoKOConsumer Defensive0.17%111,651-1-0.00%$8,491,059
AON plc Registered ShsAONFinancial Services0.16%25,569+14,966+141.15%$8,253,162
Adobe IncADBETechnology0.16%33,832-765-2.21%$8,223,883
Cognizant Technology SolutionsCTSHTechnology0.13%106,417-1,309-1.22%$6,528,683
Crown Holdings Inc.CCKConsumer Cyclical0.11%56,903--$5,704,526
Taiwan Semiconductor ManufTSMTechnology0.11%16,427-693-4.05%$5,551,505
Labcorp Holdings, Inc.LHHealthcare0.10%18,480-4,340-19.02%$4,930,649
Encompass Health CorpEHCHealthcare0.10%50,660--$4,900,342
Kroger CompanyKRConsumer Defensive0.09%66,270-13,970-17.41%$4,795,297
Keysight Technologies, Inc.KEYSTechnology0.09%16,962-10,768-38.83%$4,789,560
Clorox CompanyCLXConsumer Defensive0.09%46,165-22,300-32.57%$4,784,079
Ross Stores IncROSTConsumer Cyclical0.09%22,024-4,920-18.26%$4,771,059
Tractor Supply CoTSCOConsumer Cyclical0.09%97,780--$4,429,434
MSCI, Inc.MSCIFinancial Services0.08%7,750-2,100-21.32%$4,177,328
3M Co.MMMIndustrials0.08%27,629-200-0.72%$4,012,560
Nike IncNKEConsumer Cyclical0.08%74,924-1,861-2.42%$3,957,486
F5 Networks Inc.FFIVTechnology0.08%13,320-780-5.53%$3,853,876
TJX Companies IncTJXConsumer Cyclical0.07%23,160+1+0.00%$3,698,652
Genpact LimitedGOther0.07%92,985-23,640-20.27%$3,463,691
W.W. Grainger Inc.GWWIndustrials0.07%3,140--$3,425,143
Raytheon Technologies CorpRTXIndustrials0.07%17,607--$3,396,390
Church & Dwight Co IncCHDConsumer Defensive0.06%34,550--$3,224,206
Gentex CorporationGNTXConsumer Cyclical0.06%133,540--$2,917,849
T Rowe Price Group IncTROWFinancial Services0.06%31,950--$2,879,973
Levi Strauss & CoLEVIConsumer Cyclical0.05%139,440+20,800+17.53%$2,578,246
AbbVie Inc.ABBVHealthcare0.05%11,144--$2,423,709
Johnson & JohnsonJNJHealthcare0.05%9,767-499-4.86%$2,387,445
Air Products & ChemicalsAPDBasic Materials0.04%7,695-1,340-14.83%$2,235,321
Toro CompanyTTCIndustrials0.04%23,313-20,157-46.37%$2,178,367
IDEXX Laboratories Inc.IDXXHealthcare0.04%3,570-1-0.03%$2,005,947
Donaldson Co. Inc.DCIIndustrials0.04%23,230-16,840-42.03%$1,971,530
Nordson CorporationNDSNIndustrials0.04%6,990-5,060-41.99%$1,859,759
Omnicom Group IncOMCCommunication Services0.03%22,054-12,000-35.24%$1,660,887
Best Buy Co. Inc.BBYConsumer Cyclical0.03%24,735--$1,587,987
United Rentals, Inc.URIIndustrials0.03%2,171+20+0.93%$1,581,704
Fair Isaac CorporationFICOTechnology0.03%1,250--$1,334,425
Amdocs LimitedG02602103Other0.02%17,820+8,570+92.65%$1,162,933
Booz Allen Hamilton Holding CoBAHIndustrials0.02%13,850-2,600-15.81%$1,080,716
Ferrari N.V.RACEOther0.02%2,682+82+3.15%$907,723
Campbell Soup CompanyCPBConsumer Defensive0.01%31,418--$699,679
General Mills Inc.GISConsumer Defensive0.01%17,845--$664,191
Linde plcLINOther0.01%1,290--$639,530
Manhattan Associates, Inc.MANHTechnology0.01%4,420--$588,390
Home Depot Inc.HDConsumer Cyclical0.01%1,462-1,033-41.40%$480,837
Unitedhealth Group IncUNHHealthcare0.01%1,491-2,450-62.17%$403,450
Becton Dickinson & Co.BDXHealthcare0.01%2,140-346-13.92%$336,472
Genuine Parts CompanyGPCConsumer Cyclical0.01%2,674--$282,776
Texas Instruments IncTXNTechnology0.01%1,399-8,266-85.53%$271,602