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The Jensen Investment Team sold long-term portfolio holding, Johnson & Johnson, from the Quality Growth Strategy due to the stock’s recent price appreciation.

For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.

The Jensen Investment Team added a new position in Eli Lilly and Co to the Quality Growth Strategy due to its long runway for growth supported by strong fundamentals.

The Jensen Investment Team sold the Quality Growth Strategy’s position in UnitedHealth Group due to a significant shift in the company’s risk profile.

The Jensen Investment Team sold the Jensen Quality Growth Strategy’s position in PepsiCo due to uncertainty surrounding earnings, cash flow and revenue growth.

The Jensen Investment Team added a new position in Meta Platforms to the Quality Growth Strategy due to its competitive advantages and history of value creation.