StockDriftsStockDriftsTop 50 Jensen Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 8.55% | 1.17M | $433.5M | -11.74%(-155.83K) | $55.91(+624.74%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cap Stk Cl A | 8.21% | 1.45M | $416.7M | -5.43%(-83.19K) | $56.98(+606.54%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 7.98% | 1.60M | $405.0M | -19.33%(-382.33K) | $38.62(+673.85%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.61% | 1.63M | $284.6M | -27.59%(-621.72K) | $143.05(+57.87%) | 2026-03-31 | |
| AMZN | Amazon.com Inc. | 5.01% | 1.22M | $254.0M | +7.56%(+85.75K) | $224.80(+20.17%) | 2026-03-31 | |
| MA | Mastercard Inc | 4.84% | 490.9K | $245.3M | +1.70%(+8.19K) | $216.34(+126.79%) | 2026-03-31 | |
| KLAC | KLA Corporation | 4.81% | 165.6K | $243.9M | -12.60%(-23.88K) | $460.26(+301.88%) | 2026-03-31 | |
| SYK | Stryker Corp | 4.51% | 696.4K | $228.8M | -4.81%(-35.18K) | $156.97(+92.45%) | 2026-03-31 | |
| LLY | Eli Lilly & Co. | 4.18% | 230.7K | $212.2M | -7.67%(-19.16K) | $784.52(+29.47%) | 2026-03-31 | |
| SHW | Sherwin-Williams Co | 3.96% | 626.3K | $200.8M | +1.30%(+8.03K) | $327.78(-6.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.76% | +14.96% |
| Top 20 Holdings Unweighted | +5.00% | +15.77% |
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