Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Jensen Investment Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $4,1 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +8,47 %
Gesamtrendite · 3 Jahre +50,31 %
Gesamtrendite · 5 Jahre +66,53 %
83 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
N/A GWWWw Grainger Inc | 0,09% | $3.716.613 | 2.732 | SOLD Q2 · 2026-13,0% · 408 Stk. | ← | $1.266,61 | |
 FFIVF5 Inc | 0,08% | $3.107.221 | 7.470 | SOLD Q2 · 2026-43,9% · 6 Tsd. Stk. | ← | $432,03 | |
 KEYSKeysight Technologies Inc | 0,08% | $3.195.089 | 9.127 | SOLD Q2 · 2026-46,2% · 8 Tsd. Stk. | ← | $335,00 | |
 KRKroger Co | 0,08% | $3.464.517 | 62.390 | SOLD Q2 · 2026-5,9% · 4 Tsd. Stk. | ← | $60,00 | |
 LEVILevi Strauss & Co New | 0,08% | $3.181.220 | 128.120 | SOLD Q2 · 2026-8,1% · 11 Tsd. Stk. | ← | $19,82 | |
 RTXRtx Corporation | 0,08% | $3.336.592 | 17.586 | SOLD Q2 · 2026-0,1% · 21 Stk. | ← | $194,00 | |
 ABBVAbbvie Inc | 0,07% | $2.784.145 | 11.064 | SOLD Q2 · 2026-0,7% · 80 Stk. | ← | $263,96 | |
 CHDChurch & Dwight Co Inc | 0,07% | $3.074.971 | 31.740 | SOLD Q2 · 2026-8,1% · 3 Tsd. Stk. | ← | $94,75 | |
 GNTXGentex Corp | 0,07% | $2.741.037 | 108.470 | SOLD Q2 · 2026-18,8% · 25 Tsd. Stk. | ← | $22,24 | |
 NKENike Inc | 0,07% | $2.928.671 | 71.344 | SOLD Q2 · 2026-4,8% · 4 Tsd. Stk. | ← | $35,51 | |
 TSCOTractor Supply Co | 0,07% | $2.839.842 | 89.840 | SOLD Q2 · 2026-8,1% · 8 Tsd. Stk. | ← | $32,21 | |
 GGenpact Limited | 0,05% | $2.025.513 | 73.655 | SOLD Q2 · 2026-20,8% · 19 Tsd. Stk. | ← | $34,14 | |
 INTUIntuit | 0,05% | $1.964.286 | 7.526 | SOLD Q2 · 2026-92,7% · 96 Tsd. Stk. | ← | $303,19 | |
 JNJJohnson & Johnson | 0,05% | $2.234.174 | 8.797 | SOLD Q2 · 2026-9,9% · 970 Stk. | ← | $269,99 | |
 TTCToro Co | 0,05% | $2.087.029 | 21.423 | SOLD Q2 · 2026-8,1% · 2 Tsd. Stk. | ← | $93,49 | |
N/A URIUnited Rentals Inc | 0,05% | $2.154.757 | 1.902 | SOLD Q2 · 2026-12,4% · 269 Stk. | ← | $1.013,91 | |
 APDAir Prods & Chems Inc | 0,04% | $1.609.851 | 5.491 | SOLD Q2 · 2026-28,6% · 2 Tsd. Stk. | ← | $284,18 | |
 OMCOmnicom Group Inc | 0,04% | $1.606.193 | 22.054 | – | SOLD Q1 · 2026-35,2% · 12 Tsd. Stk. | $76,57 | |
N/A DOXAmdocs Ltd | 0,03% | $1.094.696 | 21.660 | BUY Q2 · 2026+21,5% · 4 Tsd. Stk. | ← | $59,30 | |
N/A DCIDonaldson Inc | 0,03% | $1.210.997 | 13.490 | SOLD Q2 · 2026-41,9% · 10 Tsd. Stk. | ← | $86,44 | |
 NDSNNordson Corp | 0,03% | $1.315.368 | 4.360 | SOLD Q2 · 2026-37,6% · 3 Tsd. Stk. | ← | $311,57 | |
 BAHBooz Allen Hamilton Hldg Cor | 0,02% | $772.329 | 12.730 | SOLD Q2 · 2026-8,1% · 1 Tsd. Stk. | ← | $77,07 | |
 FICOFair Isaac Corp | 0,02% | $884.137 | 740 | SOLD Q2 · 2026-40,8% · 510 Stk. | ← | $949,68 | |
 RACEFerrari N V | 0,02% | $998.482 | 2.682 | – | BUY Q1 · 2026+3,2% · 82 Stk. | $406,69 | |
 LINLinde Plc | 0,02% | $669.433 | 1.290 | – | SOLD Q4 · 2025-6,5% · 90 Stk. | $460,40 | |
 BDXBecton Dickinson & Co | 0,01% | $308.713 | 2.040 | SOLD Q2 · 2026-4,7% · 100 Stk. | ← | $180,94 | |
 GISGeneral Mills Inc | 0,01% | $436.601 | 12.546 | SOLD Q2 · 2026-29,7% · 5 Tsd. Stk. | ← | $36,32 | |
 GPCGenuine Parts Co | 0,01% | $315.479 | 2.674 | – | SOLD Q3 · 2025-89,9% · 24 Tsd. Stk. | $128,08 | |
 HDHome Depot Inc | 0,01% | $281.086 | 797 | SOLD Q2 · 2026-45,5% · 665 Stk. | ← | $299,98 | |
 MANHManhattan Associates Inc | 0,01% | $565.355 | 4.060 | SOLD Q2 · 2026-8,1% · 360 Stk. | ← | $211,46 | |
 TXNTexas Instrs Inc | 0,01% | $371.693 | 1.247 | SOLD Q2 · 2026-10,9% · 152 Stk. | ← | $266,64 | |
 CPBThe Campbells Company | 0,01% | $484.038 | 21.735 | SOLD Q2 · 2026-30,8% · 10 Tsd. Stk. | ← | $20,69 | |
 UNHUnitedhealth Group Inc | 0,01% | $357.026 | 859 | SOLD Q2 · 2026-42,4% · 632 Stk. | ← | $376,90 | |
N/A BAFBajaj Finance Limited Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 96 Tsd. Stk. | ← | – | |
 BBYBest Buy Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 25 Tsd. Stk. | ← | – |
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