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Jensen Investment Management Inc.vsDavid Rolfe

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Jensen Investment Management Inc.
Jensen Investment Management Inc.
AUM
$5.1B
Positions
84
Shared %
36.3%
Whale B
David Rolfe
Wedgewood Partners Inc.
AUM
$535M
Positions
21
Shared %
62.5%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockJensen weightDavid weightJensen valueDavid value
MSFT · Microsoft Corp.8.5%7.0%$433M$37M
GOOGL · Alphabet Inc.8.2%9.6%$417M$51M
AAPL · Apple Inc.8.0%7.3%$405M$39M
AMZN · Amazon Com Inc.5.0%2.5%$254M$13M
META · Meta Platforms, Inc.3.8%8.5%$195M$46M
MSI · Motorola Solutions Inc.1.4%5.1%$74M$27M
CPRT · Copart Inc.1.0%3.6%$53M$19M
TSM · Taiwan Semiconductor Mfg Ltd.0.1%10.5%$6M$56M
TSCO · Tractor Supply Co.0.1%4.5%$4M$24M
URI · United Rentals Inc.0.0%4.0%$2M$21M
Unique to Jensen Investment Management Inc.
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.5.6%$285M
MA · Mastercard Inc.4.8%$245M
KLAC · Kla Corp.4.8%$244M
SYK · Stryker Corporation4.5%$229M
LLY · Eli Lilly & Co.4.2%$212M
SHW · Sherwin Williams Co.4.0%$201M
MRSH · Marsh & Mclennan Cos Inc.3.9%$200M
ABT · Abbott Labs3.0%$153M
WM · Waste Mgmt Inc. Del3.0%$150M
PG · Procter And Gamble Co.2.8%$144M
Unique to David Rolfe
Top 10 by value held — not in the other's portfolio
StockWeightValue
BKNG · Booking Holdings Inc.5.8%$31M
V · Visa, Inc.5.7%$31M
CDW · Cdw Corp.3.9%$21M
ODFL · Old Dominion Freight Line In3.5%$19M
SPGI · S&P Global Inc.3.3%$18M
CB · Chubb Limited3.3%$18M
ORLY · Oreilly Automotive Inc.3.2%$17M
EW · Edwards Lifesciences Corp.2.9%$15M
ZTS · Zoetis Inc.2.5%$13M
PYPL · Paypal Holdings, Inc.2.4%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com