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Jensen Investment Management Inc.vsMairs and Power

Side-by-side current 13F portfolio comparison · 41 shared positions
Whale A
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
78.1%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
49.9%
Common holdings · 41
Stocks both whales currently hold — sorted by combined value
StockJensen weightMairs weightJensen valueMairs value
MSFT · Microsoft Corp.8.5%8.9%$433M$925M
NVDA · Nvidia Corp.5.6%8.9%$285M$923M
AMZN · Amazon Com Inc.5.0%5.8%$254M$598M
AAPL · Apple Inc.8.0%3.2%$405M$331M
LLY · Eli Lilly & Co.4.2%3.6%$212M$371M
GOOGL · Alphabet Inc.8.2%0.2%$417M$16M
META · Meta Platforms, Inc.3.8%2.0%$195M$209M
SHW · Sherwin Williams Co.4.0%1.5%$201M$152M
MSI · Motorola Solutions Inc.1.4%1.9%$74M$201M
UNH · Unitedhealth Group Inc.0.0%2.6%$403K$274M
TTC · Toro Co.0.0%2.6%$2M$269M
MA · Mastercard Inc.4.8%0.0%$245M$356K
ABT · Abbott Labs3.0%0.9%$153M$89M
SYK · Stryker Corporation4.5%0.0%$229M$1M
ECL · Ecolab Inc.0.3%1.9%$16M$202M
MRSH · Marsh & Mclennan Cos Inc.3.9%0.0%$200M$252K
PG · Procter And Gamble Co.2.8%0.3%$144M$31M
JNJ · Johnson & Johnson0.0%1.6%$2M$166M
TSM · Taiwan Semiconductor Mfg Ltd.0.1%1.4%$6M$148M
WM · Waste Mgmt Inc. Del3.0%0.0%$150M$220K
AVGO · Broadcom Inc.2.7%0.0%$138M$1M
MCD · Mcdonalds Corp.1.7%0.0%$86M$5M
MMM · 3m Company0.1%0.5%$4M$56M
HD · Home Depot Inc.0.0%0.5%$481K$54M
DCI · Donaldson Inc.0.0%0.5%$2M$50M
ADP · Automatic Data Processing In0.4%0.3%$21M$28M
TXN · Texas Instrs Inc.0.0%0.4%$272K$41M
ORCL · Oracle Corp.0.4%0.1%$18M$6M
EMR · Emerson Elec Co.0.2%0.1%$10M$9M
PEP · Pepsico Inc.0.2%0.0%$13M$1M
ABBV · Abbvie, Inc.0.0%0.1%$2M$11M
G1151C101 · Accenture Plc Ireland0.2%0.0%$12M$318K
KO · Coca Cola Co.0.2%0.0%$8M$2M
ADBE · Adobe Inc.0.2%0.0%$8M$703K
NKE · Nike Inc.0.1%0.0%$4M$4M
GIS · General Mls Inc.0.0%0.0%$664K$5M
RTX · Rtx Corp.0.1%0.0%$3M$2M
TJX · Tjx Cos Inc. New0.1%0.0%$4M$509K
IDXX · Idexx Labs Inc.0.0%0.0%$2M$1M
BBY · Best Buy Inc.0.0%0.0%$2M$446K
BDX · Becton Dickinson & Co.0.0%0.0%$336K$1M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
KLAC · Kla Corp.4.8%$244M
EFX · Equifax Inc.2.8%$141M
CDNS · Cadence Design System Inc.2.8%$141M
BR · Broadridge Finl Solutions In2.7%$139M
VEEV · Veeva Sys Inc.2.0%$100M
VRSK · Verisk Analytics Inc.1.8%$91M
CPRT · Copart Inc.1.0%$53M
INTU · Intuit0.9%$45M
APH · Amphenol Corp. New0.6%$28M
89834G562 · Jensen Quality Growth Etf0.3%$14M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
NVT · Nvent Electric Plc2.1%$215M
WEC · Wec Energy Group Inc.1.9%$201M
LFUS · Littelfuse Inc.1.9%$197M
LNT · Alliant Energy Corp.1.9%$192M
FAST · Fastenal Co.1.8%$187M
TECH · Bio-Techne Corp.1.6%$163M
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★ WatchlistData from SEC EDGAR · whalstreet.com