June 10, 2026
Holdings Update: Buy TJX
The Jensen Investment Team initiated a position in The TJX Companies, highlighting its market leadership, earnings stability, and long-term growth potential.
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June 5, 2026
Holdings Update: Buy IDXX
The Jensen Investment Team added IDEXX Laboratories (IDXX) to the Quality Growth Strategy, citing strong fundamentals, recurring revenue and high customer retention.
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June 5, 2026
Holdings Update: Buy CTAS
The Jensen Investment Team added Cintas (CTAS) to the Quality Growth Strategy due to its strong fundamentals, competitive advantages, and attractive valuation.
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June 4, 2026
Holdings Update: Sell INTU
The Jensen Investment Team sold Intuit (INTU) from the Quality Growth Strategy, citing concerns over AI disruption, competitive advantages, and earnings predictability.
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June 4, 2026
Holdings Update: Buy APH
The Jensen Investment Team reestablished a position in Amphenol (APH) for the Quality Growth Strategy following an improved growth outlook.
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May 4, 2026
Quality Growth Fund Update: 1Q 2026
Portfolio Manager Allen Bond hosts the 1Q 2026 Jensen Quality Growth Fund webinar, providing insights on the Fund’s quarterly performance, portfolio activity, and market outlook.
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