JIM
Jensen Investment Management
Jensen Investment Management
Quality large-cap — high ROE screen
Quality-focused large-cap manager, screening for companies with 10+ consecutive years of ROE above 15%. Broadly diversified, low-turnover book.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Technology
38.96%
Healthcare
14.8%
Consumer Cyclical
9.69%
Industrials
9.34%
Financial Services
8.49%
Communication Services
8.44%
Basic Materials
4.95%
Consumer Defensive
4.08%
Other / Unclassified
1.31%
Full Portfolio · 2026-06-30
83 positions — click any ticker to open its analysis page
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| # | Ticker | Company | Type | Value | Price | Since Filed | % Portfolio | Δ % | Shares | Status |
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 50 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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