{
 "manager": "Jensen Investment Management",
 "page": "https://www.moatshark.com/m/jensen-investment-management",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-07",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1106129/000117120026000010/0001171200-26-000010-index.htm",
 "total_value_usd": 4125081649,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 284858912,
   "shares": 797098,
   "portfolio_pct": 6.91,
   "previous_pct": 8.21,
   "change": "REDUCE",
   "share_change_pct": -45,
   "quarters_held": 20
  },
  {
   "company": "Microsoft",
   "ticker": "MSFT",
   "moatshark_slug": "msft",
   "sector": "Technology",
   "value_usd": 274969455,
   "shares": 737144,
   "portfolio_pct": 6.67,
   "previous_pct": 8.55,
   "change": "REDUCE",
   "share_change_pct": -37.1,
   "quarters_held": 53
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 251242774,
   "shares": 1054136,
   "portfolio_pct": 6.09,
   "previous_pct": 5.01,
   "change": "REDUCE",
   "share_change_pct": -13.6,
   "quarters_held": 3
  },
  {
   "company": "Apple",
   "ticker": "AAPL",
   "moatshark_slug": "aapl",
   "sector": "Technology",
   "value_usd": 249129990,
   "shares": 860969,
   "portfolio_pct": 6.04,
   "previous_pct": 7.98,
   "change": "REDUCE",
   "share_change_pct": -46.1,
   "quarters_held": 45
  },
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 239605174,
   "shares": 1197487,
   "portfolio_pct": 5.81,
   "previous_pct": 5.61,
   "change": "REDUCE",
   "share_change_pct": -26.6,
   "quarters_held": 5
  },
  {
   "company": "KLA",
   "ticker": "KLAC",
   "moatshark_slug": "klac",
   "sector": "Technology",
   "value_usd": 238468869,
   "shares": 790391,
   "portfolio_pct": 5.78,
   "previous_pct": 4.81,
   "change": "REDUCE",
   "share_change_pct": -52.3,
   "quarters_held": 13
  },
  {
   "company": "Stryker",
   "ticker": "SYK",
   "moatshark_slug": "syk",
   "sector": "Health care",
   "value_usd": 185651703,
   "shares": 589670,
   "portfolio_pct": 4.5,
   "previous_pct": 4.51,
   "change": "REDUCE",
   "share_change_pct": -15.3,
   "quarters_held": 53
  },
  {
   "company": "Sherwin Williams",
   "ticker": "SHW",
   "moatshark_slug": "shw",
   "sector": "Consumer discretionary",
   "value_usd": 185600531,
   "shares": 539035,
   "portfolio_pct": 4.5,
   "previous_pct": 3.96,
   "change": "REDUCE",
   "share_change_pct": -13.9,
   "quarters_held": 9
  },
  {
   "company": "Eli Lilly & Co",
   "ticker": "LLY",
   "moatshark_slug": "lly",
   "sector": "Health care",
   "value_usd": 184394371,
   "shares": 153735,
   "portfolio_pct": 4.47,
   "previous_pct": 4.18,
   "change": "REDUCE",
   "share_change_pct": -33.4,
   "quarters_held": 5
  },
  {
   "company": "Mastercard",
   "ticker": "MA",
   "moatshark_slug": "ma",
   "sector": "Financials",
   "value_usd": 178585910,
   "shares": 347714,
   "portfolio_pct": 4.33,
   "previous_pct": 4.84,
   "change": "REDUCE",
   "share_change_pct": -29.2,
   "quarters_held": 44
  },
  {
   "company": "Marsh & Mclennan Companies",
   "ticker": "MRSH",
   "moatshark_slug": "mrsh",
   "sector": "Insurance",
   "value_usd": 164153950,
   "shares": 984904,
   "portfolio_pct": 3.98,
   "previous_pct": 3.94,
   "change": "REDUCE",
   "share_change_pct": -14.4,
   "quarters_held": 21
  },
  {
   "company": "Broadcom",
   "ticker": "AVGO",
   "moatshark_slug": "avgo",
   "sector": "Technology",
   "value_usd": 148108976,
   "shares": 392082,
   "portfolio_pct": 3.59,
   "previous_pct": 2.72,
   "change": "REDUCE",
   "share_change_pct": -12,
   "quarters_held": 3
  },
  {
   "company": "Waste Management",
   "ticker": "WM",
   "moatshark_slug": "wm",
   "sector": "Utilities",
   "value_usd": 140648870,
   "shares": 631052,
   "portfolio_pct": 3.41,
   "previous_pct": 2.95,
   "change": "REDUCE",
   "share_change_pct": -3.1,
   "quarters_held": 24
  },
  {
   "company": "Procter & Gamble",
   "ticker": "PG",
   "moatshark_slug": "pg",
   "sector": "Materials",
   "value_usd": 126175215,
   "shares": 860442,
   "portfolio_pct": 3.06,
   "previous_pct": 2.84,
   "change": "REDUCE",
   "share_change_pct": -13.7,
   "quarters_held": 53
  },
  {
   "company": "Cadence Design Systems",
   "ticker": "CDNS",
   "moatshark_slug": "cdns",
   "sector": "Technology",
   "value_usd": 115806863,
   "shares": 308555,
   "portfolio_pct": 2.81,
   "previous_pct": 2.77,
   "change": "REDUCE",
   "share_change_pct": -39,
   "quarters_held": 7
  },
  {
   "company": "Motorola Solutions",
   "ticker": "MSI",
   "moatshark_slug": "msi",
   "sector": "Technology",
   "value_usd": 115750044,
   "shares": 278721,
   "portfolio_pct": 2.81,
   "previous_pct": 1.45,
   "change": "ADD",
   "share_change_pct": 64.4,
   "quarters_held": 3
  },
  {
   "company": "Amphenol Ord",
   "ticker": "APH",
   "moatshark_slug": "aph",
   "sector": "Technology",
   "value_usd": 108376851,
   "shares": 614660,
   "portfolio_pct": 2.63,
   "previous_pct": 0.56,
   "change": "ADD",
   "share_change_pct": 172.7,
   "quarters_held": 53
  },
  {
   "company": "Abbott Laboratories",
   "ticker": "ABT",
   "moatshark_slug": "abt",
   "sector": "Health care",
   "value_usd": 80328674,
   "shares": 885262,
   "portfolio_pct": 1.95,
   "previous_pct": 3.01,
   "change": "REDUCE",
   "share_change_pct": -40.4,
   "quarters_held": 53
  },
  {
   "company": "Veeva Systems",
   "ticker": "VEEV",
   "moatshark_slug": "veev",
   "sector": "Technology",
   "value_usd": 79770813,
   "shares": 449489,
   "portfolio_pct": 1.93,
   "previous_pct": 1.96,
   "change": "REDUCE",
   "share_change_pct": -20.7,
   "quarters_held": 9
  },
  {
   "company": "TJX Companies",
   "ticker": "TJX",
   "moatshark_slug": "tjx",
   "sector": "Consumer discretionary",
   "value_usd": 76231770,
   "shares": 503180,
   "portfolio_pct": 1.85,
   "previous_pct": 0.07,
   "change": "ADD",
   "share_change_pct": 2072.6,
   "quarters_held": 53
  },
  {
   "company": "Verisk Analytics",
   "ticker": "VRSK",
   "moatshark_slug": "vrsk",
   "sector": "Technology",
   "value_usd": 68064670,
   "shares": 379127,
   "portfolio_pct": 1.65,
   "previous_pct": 1.8,
   "change": "REDUCE",
   "share_change_pct": -21.3,
   "quarters_held": 24
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 61655537,
   "shares": 109456,
   "portfolio_pct": 1.49,
   "previous_pct": 3.85,
   "change": "REDUCE",
   "share_change_pct": -67.9,
   "quarters_held": 5
  },
  {
   "company": "McDonald’s",
   "ticker": "MCD",
   "moatshark_slug": "mcd",
   "sector": "Consumer discretionary",
   "value_usd": 60973827,
   "shares": 225570,
   "portfolio_pct": 1.48,
   "previous_pct": 1.69,
   "change": "REDUCE",
   "share_change_pct": -18.3,
   "quarters_held": 10
  },
  {
   "company": "Equifax",
   "ticker": "EFX",
   "moatshark_slug": "efx",
   "sector": "Industrials",
   "value_usd": 58813855,
   "shares": 370551,
   "portfolio_pct": 1.43,
   "previous_pct": 2.78,
   "change": "REDUCE",
   "share_change_pct": -52.7,
   "quarters_held": 53
  },
  {
   "company": "Cintas",
   "ticker": "CTAS",
   "moatshark_slug": "ctas",
   "sector": "Consumer discretionary",
   "value_usd": 56743790,
   "shares": 333630,
   "portfolio_pct": 1.38,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "IDEXX Laboratories",
   "ticker": "IDXX",
   "moatshark_slug": "idxx",
   "sector": "Health care",
   "value_usd": 55649446,
   "shares": 105709,
   "portfolio_pct": 1.35,
   "previous_pct": 0.04,
   "change": "ADD",
   "share_change_pct": 2861,
   "quarters_held": 9
  },
  {
   "company": "Broadridge Financial Solutions",
   "ticker": "BR",
   "moatshark_slug": "br",
   "sector": "Industrials",
   "value_usd": 52058256,
   "shares": 380126,
   "portfolio_pct": 1.26,
   "previous_pct": 2.74,
   "change": "REDUCE",
   "share_change_pct": -55.6,
   "quarters_held": 37
  },
  {
   "company": "Copart",
   "ticker": "CPRT",
   "moatshark_slug": "cprt",
   "sector": "Consumer discretionary",
   "value_usd": 35059198,
   "shares": 1243675,
   "portfolio_pct": 0.85,
   "previous_pct": 1.05,
   "change": "REDUCE",
   "share_change_pct": -22.4,
   "quarters_held": 26
  },
  {
   "company": "Automatic Data Processing",
   "ticker": "ADP",
   "moatshark_slug": "adp",
   "sector": "Industrials",
   "value_usd": 18474083,
   "shares": 82492,
   "portfolio_pct": 0.45,
   "previous_pct": 0.42,
   "change": "REDUCE",
   "share_change_pct": -21.4,
   "quarters_held": 53
  },
  {
   "company": "Oracle",
   "ticker": "ORCL",
   "moatshark_slug": "orcl",
   "sector": "Technology",
   "value_usd": 17350641,
   "shares": 118394,
   "portfolio_pct": 0.42,
   "previous_pct": 0.35,
   "change": "REDUCE",
   "share_change_pct": -2,
   "quarters_held": 53
  },
  {
   "company": "Ecolab",
   "ticker": "ECL",
   "moatshark_slug": "ecl",
   "sector": "Materials",
   "value_usd": 16280854,
   "shares": 58436,
   "portfolio_pct": 0.39,
   "previous_pct": 0.31,
   "change": "REDUCE",
   "share_change_pct": -0.7,
   "quarters_held": 53
  },
  {
   "company": "Trust for Professional Manag",
   "ticker": "MINN",
   "moatshark_slug": "minn",
   "sector": null,
   "value_usd": 14776603,
   "shares": 544862,
   "portfolio_pct": 0.36,
   "previous_pct": 0.28,
   "change": "REDUCE",
   "share_change_pct": -5.2,
   "quarters_held": 3
  },
  {
   "company": "Waters",
   "ticker": "WAT",
   "moatshark_slug": "wat",
   "sector": "Technology",
   "value_usd": 14463793,
   "shares": 38566,
   "portfolio_pct": 0.35,
   "previous_pct": 0.23,
   "change": "REDUCE",
   "share_change_pct": -0.5,
   "quarters_held": 53
  },
  {
   "company": "Pepsico",
   "ticker": "PEP",
   "moatshark_slug": "pep",
   "sector": "Consumer staples",
   "value_usd": 10822116,
   "shares": 79927,
   "portfolio_pct": 0.26,
   "previous_pct": 0.25,
   "change": "REDUCE",
   "share_change_pct": -1.7,
   "quarters_held": 53
  },
  {
   "company": "Colgate-Palmolive",
   "ticker": "CL",
   "moatshark_slug": "cl",
   "sector": "Materials",
   "value_usd": 10564195,
   "shares": 115229,
   "portfolio_pct": 0.26,
   "previous_pct": 0.2,
   "change": "REDUCE",
   "share_change_pct": -2.9,
   "quarters_held": 53
  },
  {
   "company": "Emerson Electric",
   "ticker": "EMR",
   "moatshark_slug": "emr",
   "sector": "Industrials",
   "value_usd": 10548867,
   "shares": 73691,
   "portfolio_pct": 0.26,
   "previous_pct": 0.19,
   "change": "REDUCE",
   "share_change_pct": -1.1,
   "quarters_held": 53
  },
  {
   "company": "Coca-Cola",
   "ticker": "KO",
   "moatshark_slug": "ko",
   "sector": "Consumer staples",
   "value_usd": 9075258,
   "shares": 111668,
   "portfolio_pct": 0.22,
   "previous_pct": 0.17,
   "change": "ADD",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "company": "Aon",
   "ticker": "AON",
   "moatshark_slug": "aon",
   "sector": "Insurance",
   "value_usd": 8553953,
   "shares": 25789,
   "portfolio_pct": 0.21,
   "previous_pct": 0.16,
   "change": "ADD",
   "share_change_pct": 0.9,
   "quarters_held": 15
  },
  {
   "company": "Taiwan Semiconductor Manufacturing",
   "ticker": "TSM",
   "moatshark_slug": "tsm",
   "sector": "Technology",
   "value_usd": 7585722,
   "shares": 15884,
   "portfolio_pct": 0.18,
   "previous_pct": 0.11,
   "change": "REDUCE",
   "share_change_pct": -3.3,
   "quarters_held": 25
  },
  {
   "company": "Adobe",
   "ticker": "ADBE",
   "moatshark_slug": "adbe",
   "sector": "Technology",
   "value_usd": 6877396,
   "shares": 33545,
   "portfolio_pct": 0.17,
   "previous_pct": 0.16,
   "change": "REDUCE",
   "share_change_pct": -0.8,
   "quarters_held": 53
  },
  {
   "company": "Accenture",
   "ticker": "ACN",
   "moatshark_slug": "acn",
   "sector": "Technology",
   "value_usd": 6500123,
   "shares": 52235,
   "portfolio_pct": 0.16,
   "previous_pct": 0.23,
   "change": "REDUCE",
   "share_change_pct": -10.4,
   "quarters_held": 53
  },
  {
   "company": "Crown Holdings",
   "ticker": "CCK",
   "moatshark_slug": "cck",
   "sector": "Industrials",
   "value_usd": 5879831,
   "shares": 52583,
   "portfolio_pct": 0.14,
   "previous_pct": 0.11,
   "change": "REDUCE",
   "share_change_pct": -7.6,
   "quarters_held": 43
  },
  {
   "company": "Clorox Company",
   "ticker": "CLX",
   "moatshark_slug": "clx",
   "sector": "Materials",
   "value_usd": 4562509,
   "shares": 47805,
   "portfolio_pct": 0.11,
   "previous_pct": 0.09,
   "change": "ADD",
   "share_change_pct": 3.6,
   "quarters_held": 53
  },
  {
   "company": "Labcorp Holdings Ord",
   "ticker": "LH",
   "moatshark_slug": "lh",
   "sector": "Health care",
   "value_usd": 4494000,
   "shares": 16050,
   "portfolio_pct": 0.11,
   "previous_pct": 0.1,
   "change": "REDUCE",
   "share_change_pct": -13.1,
   "quarters_held": 9
  },
  {
   "company": "3m",
   "ticker": "MMM",
   "moatshark_slug": "mmm",
   "sector": "Health care",
   "value_usd": 4471630,
   "shares": 27618,
   "portfolio_pct": 0.11,
   "previous_pct": 0.08,
   "change": "REDUCE",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "company": "Cognizant Technology Solutions",
   "ticker": "CTSH",
   "moatshark_slug": "ctsh",
   "sector": "Technology",
   "value_usd": 4022769,
   "shares": 103867,
   "portfolio_pct": 0.1,
   "previous_pct": 0.13,
   "change": "REDUCE",
   "share_change_pct": -2.4,
   "quarters_held": 53
  },
  {
   "company": "Encompass Health",
   "ticker": "EHC",
   "moatshark_slug": "ehc",
   "sector": "Health care",
   "value_usd": 3968401,
   "shares": 39260,
   "portfolio_pct": 0.1,
   "previous_pct": 0.1,
   "change": "REDUCE",
   "share_change_pct": -22.5,
   "quarters_held": 35
  },
  {
   "company": "W.W. Grainger",
   "ticker": "GWW",
   "moatshark_slug": "gww",
   "sector": "Industrials",
   "value_usd": 3716613,
   "shares": 2732,
   "portfolio_pct": 0.09,
   "previous_pct": 0.07,
   "change": "REDUCE",
   "share_change_pct": -13,
   "quarters_held": 4
  },
  {
   "company": "T Rowe Price Group",
   "ticker": "TROW",
   "moatshark_slug": "trow",
   "sector": "Financials",
   "value_usd": 3632396,
   "shares": 31950,
   "portfolio_pct": 0.09,
   "previous_pct": 0.06,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "company": "Ross Stores",
   "ticker": "ROST",
   "moatshark_slug": "rost",
   "sector": "Consumer discretionary",
   "value_usd": 3591205,
   "shares": 16872,
   "portfolio_pct": 0.09,
   "previous_pct": 0.09,
   "change": "REDUCE",
   "share_change_pct": -23.4,
   "quarters_held": 7
  },
  {
   "company": "MSCI",
   "ticker": "MSCI",
   "moatshark_slug": "msci",
   "sector": "Financials",
   "value_usd": 3589856,
   "shares": 6410,
   "portfolio_pct": 0.09,
   "previous_pct": 0.08,
   "change": "REDUCE",
   "share_change_pct": -17.3,
   "quarters_held": 10
  },
  {
   "company": "Kroger",
   "ticker": "KR",
   "moatshark_slug": "kr",
   "sector": "Consumer staples",
   "value_usd": 3464517,
   "shares": 62390,
   "portfolio_pct": 0.08,
   "previous_pct": 0.09,
   "change": "REDUCE",
   "share_change_pct": -5.9,
   "quarters_held": 40
  },
  {
   "company": "RTX",
   "ticker": "RTX",
   "moatshark_slug": "rtx",
   "sector": "Industrials",
   "value_usd": 3336592,
   "shares": 17586,
   "portfolio_pct": 0.08,
   "previous_pct": 0.07,
   "change": "REDUCE",
   "share_change_pct": -0.1,
   "quarters_held": 25
  },
  {
   "company": "Keysight Technologies",
   "ticker": "KEYS",
   "moatshark_slug": "keys",
   "sector": "Industrials",
   "value_usd": 3195089,
   "shares": 9127,
   "portfolio_pct": 0.08,
   "previous_pct": 0.09,
   "change": "REDUCE",
   "share_change_pct": -46.2,
   "quarters_held": 13
  },
  {
   "company": "Levi Strauss & Co",
   "ticker": "LEVI",
   "moatshark_slug": "levi",
   "sector": "Consumer discretionary",
   "value_usd": 3181220,
   "shares": 128120,
   "portfolio_pct": 0.08,
   "previous_pct": 0.05,
   "change": "REDUCE",
   "share_change_pct": -8.1,
   "quarters_held": 25
  },
  {
   "company": "F5 Networks",
   "ticker": "FFIV",
   "moatshark_slug": "ffiv",
   "sector": "Technology",
   "value_usd": 3107221,
   "shares": 7470,
   "portfolio_pct": 0.08,
   "previous_pct": 0.08,
   "change": "REDUCE",
   "share_change_pct": -43.9,
   "quarters_held": 27
  },
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}