Jensen Investment Management Inc Portfolio Holdings

Jensen Investment Management Inc

  • $11.1 Billion
  • Q4 2024

Jensen Investment Management Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $11.1 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $866M, Apple Inc. with a value of $834M, Accenture PLC with a value of $803M, Marsh & Mclennan Companies, Inc. with a value of $646M, and Stryker Corp with a value of $635M.

Examining the 13F form we can see an decrease of $874M in the current position value, from $11.9B to 11.1B.

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 $11.1 Billion
Technology: $4.56 Billion
Healthcare: $1.63 Billion
Industrials: $1.28 Billion
Financial Services: $1.16 Billion
Consumer Cyclical: $870 Million
Consumer Defensive: $734 Million
Communication Services: $618 Million
Basic Materials: $202 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.56B
$3.69 Million 0.03% of portfolio
213,270
Q4 2024 Added 6.12%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $11.1 Billion
  • Prior Value $11.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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