# EDGAR Filing Document

**Accession Number:** 0001106129
**File Stem:** 0001438934-25-001452
**Filing Date:** 2025-8
**Character Count:** 52516
**Document Hash:** 25bcf2b079bee99b1ff5aceca63f783a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-001452.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0001438934-25-001452

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JENSEN INVESTMENT MANAGEMENT INC
- **CENTRAL INDEX KEY:** 0001106129

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-03495
- **FILM NUMBER:** 251246997

**BUSINESS ADDRESS:**
- **STREET 1:** 5500 MEADOWS DRIVE
- **STREET 2:** SUITE 200
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035
- **BUSINESS PHONE:** 5037264384

**MAIL ADDRESS:**
- **STREET 1:** 5500 MEADOWS DRIVE
- **STREET 2:** SUITE 200
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001106129

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** JENSEN INVESTMENT MANAGEMENT INC

**Address:** 5500 Meadows Road, Lake Oswego, OR 97035

**Telephone number:** 503-726-4384

**Name of agent for service:** Rob McIver

**Agent Address:** 5500 Meadows Road, Lake Oswego, OR 97035

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-03495

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300VD47D3K1WAVR22

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                        | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                      | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| 3M COMPANY                            | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      27965     |                0 | FOR         | 27965                                    | FOR                         |  |
| ABBOTT LABORATORIES                   | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |     103478     |                0 | FOR         | 103478                                   | FOR                         |  |
| ABBVIE INC.                           | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      22227     |                0 | FOR         | 22227                                    | FOR                         |  |
| ACCENTURE PLC                         | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     331809     |              256 | FOR         | 331809.196                               | FOR                         |  |
| ADAPTIVE BIOTECHNOLOGIES CORPORATION  | 00650F109 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement;                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| ADOBE INC.                            | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          0     |              158 |  |  |  |  |
| ALIMENTATION COUCHE-TARD INC.         | 01626P148 | 09/05/2024     | On an advisory basis and not to diminish the role and responsibilities of the board of directors that the shareholders accept the approach to executive compensation as disclosed in our 2024 management information circular.        | SECTION 14A SAY-ON-PAY VOTES |        132     |                0 | FOR         | 132                                      | FOR                         |  |
| AMERICAN EXPRESS COMPANY              | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| AMERICAN WATER WORKS COMPANY, INC.    | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| AMPHENOL CORPORATION                  | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     582892     |              844 | FOR         | 582891.597                               | FOR                         |  |
| ANHEUSER-BUSCH INBEV SA               | 03524A108 | 04/30/2025     | Remuneration report: Proposed resolution: approving the remuneration report for the financial year 2024. The 2024 annual report containing the remuneration report is available on the Company's website as indicated in this notice. | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| APPLE INC.                            | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |     479607     |                2 | FOR         | 479607.443                               | FOR                         |  |
| AT INC.                               | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| AUTOMATIC DATA PROCESSING, INC.       | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     293693     |              348 | FOR         | 293693                                   | FOR                         |  |
| BALL CORPORATION                      | 058498106 | 04/30/2025     | Approve, by non-binding vote, the compensation paid to the named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      16515.6   |                0 | FOR         | 16515.648                                | FOR                         |  |
| BECTON, DICKINSON AND COMPANY         | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      14582.8   |                0 | FOR         | 14582.755                                | FOR                         |  |
| BEST BUY CO., INC.                    | 086516101 | 06/13/2025     | To approve in a non-binding advisory vote our named executive officer compensation                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       9165     |                0 | FOR         | 9165                                     | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY          | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      26471     |                0 | FOR         | 26471                                    | FOR                         |  |
| BROADRIDGE FINANCIAL SOLUTIONS, INC.  | 11133T103 | 11/14/2024     | Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote).                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     191952     |              306 | FOR         | 191952.293                               | FOR                         |  |
| CADENCE DESIGN SYSTEMS, INC.          | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      72320.5   |                0 | FOR         | 72320.484                                | FOR                         |  |
| CAMPBELL SOUP COMPANY                 | 134429109 | 11/19/2024     | To vote on an advisory resolution to approve the fiscal 2024 compensation of our named executive officers, commonly referred to as a "say on pay" vote.                                                                               | SECTION 14A SAY-ON-PAY VOTES |      19158     |                0 | FOR         | 19158                                    | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION     | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| CATERPILLAR INC.                      | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| CISCO SYSTEMS, INC.                   | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP.  | 192446102 | 06/03/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay).                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |     123882     |             1247 | FOR         | 123882                                   | FOR                         |  |
| COLGATE-PALMOLIVE COMPANY             | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      97759     |                0 | FOR         | 97759                                    | FOR                         |  |
| COMCAST CORPORATION                   | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| COPART, INC.                          | 217204106 | 12/06/2024     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |     377749     |                0 | FOR         | 377748.848                               | FOR                         |  |
| COSTCO WHOLESALE CORPORATION          | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| CROWN HOLDINGS, INC.                  | 228368106 | 05/01/2025     | Approval by advisory vote of the resolution on executive compensation as described in the Proxy Statement.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      16518     |                0 | FOR         | 16518                                    | FOR                         |  |
| CUMMINS INC.                          | 231021106 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| DEERE  COMPANY                        | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| DISCOVER FINANCIAL SERVICES           | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.  | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| ECOLAB INC.                           | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      68736     |              293 | FOR         | 68736                                    | FOR                         |  |
| ELI LILLY AND COMPANY                 | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| EMERSON ELECTRIC CO.                  | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      93430     |                0 | FOR         | 93430                                    | FOR                         |  |
| EQUIFAX INC.                          | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     231408     |             4715 | FOR         | 231408.158                               | FOR                         |  |
| EXXON MOBIL CORPORATION               | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| GENERAL MILLS, INC.                   | 370334104 | 09/24/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      48730     |                0 | FOR         | 48730                                    | FOR                         |  |
| GENPACT LIMITED                       | G3922B107 | 05/22/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      12305     |                0 | FOR         | 12305                                    | FOR                         |  |
| GENUINE PARTS COMPANY                 | 372460105 | 04/28/2025     | Advisory Vote On Executive Compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       6224     |                0 | FOR         | 6224                                     | FOR                         |  |
| ILLINOIS TOOL WORKS INC.              | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| INTEL CORPORATION                     | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| INTERNATIONAL BUSINESS MACHINES CORP. | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| INTUIT INC.                           | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     120448     |                7 | FOR         | 120448.113                               | FOR                         |  |
| JOHNSON  JOHNSON                      | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     195630     |              103 | FOR         | 194489.886                               | FOR                         |  |
| KELLANOVA                             | 487836108 | 11/01/2024     | The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger.  | SECTION 14A SAY-ON-PAY VOTES |      14127     |                0 | FOR         | 14127                                    | FOR                         |  |
| KLA CORPORATION                       | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      65812     |                0 | FOR         | 65812                                    | FOR                         |  |
| LAM RESEARCH CORPORATION              | 512807108 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| LINDE PLC                             | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       1505     |                0 | FOR         | 1505                                     | FOR                         |  |
| LINDSAY CORPORATION                   | 535555106 | 01/08/2025     | Non-binding vote on resolution to approve the compensation of the Company's named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| LOCKHEED MARTIN CORPORATION           | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| LUMEN TECHNOLOGIES, INC.              | 550241103 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| MARSH  MCLENNAN COMPANIES, INC.       | 571748102 | 05/15/2025     | Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     414004     |                0 | FOR         | 414004.44                                | FOR                         |  |
| MASTERCARD INCORPORATED               | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     114532     |                1 | FOR         | 114531.619                               | FOR                         |  |
| MCDONALD'S CORPORATION                | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      70597.4   |                0 | FOR         | 70597.42                                 | FOR                         |  |
| MERCK  CO., INC.                      | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| MESA LABORATORIES, INC.               | 59064R109 | 08/30/2024     | To approve, on an advisory basis, the Company's named executive officer compensation.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| META PLATFORMS, INC.                  | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                     | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| META PLATFORMS, INC.                  | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                           | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| MICROSOFT CORPORATION                 | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     371811     |                4 | FOR         | 371810.797                               | FOR                         |  |
| MOODY'S CORPORATION                   | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        841.545 |                0 | FOR         | 841.545                                  | FOR                         |  |
| NEXTERA ENERGY, INC.                  | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| NIKE, INC.                            | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     491258     |                0 | FOR         | 491258                                   | FOR                         |  |
| NUCOR CORPORATION                     | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| NVIDIA CORPORATION                    | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |     173524     |                0 | FOR         | 173524.366                               | FOR                         |  |
| NXP SEMICONDUCTORS N.V.               | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| OMNICOM GROUP INC.                    | 681919106 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      78793     |               53 | FOR         | 78793                                    | FOR                         |  |
| ORACLE CORPORATION                    | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     149084     |                0 | FOR         | 149084                                   | FOR                         |  |
| ORGANON  CO.                          | 68622V106 | 06/10/2025     | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| PAYCHEX, INC.                         | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       9830     |                0 | FOR         | 9830                                     | FOR                         |  |
| PAYPAL HOLDINGS, INC.                 | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| PEPSICO, INC.                         | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     400777     |              322 | FOR         | 400776.585                               | FOR                         |  |
| PFIZER INC.                           | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       1530.84  |                0 | FOR         | 1530.837                                 | FOR                         |  |
| QUALCOMM INCORPORATED                 | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| RELIANCE, INC.                        | 759509102 | 05/21/2025     | To consider a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       1140     |                0 | FOR         | 1140                                     | FOR                         |  |
| RIVIAN AUTOMOTIVE, INC.               | 76954A103 | 06/18/2025     | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2024.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| ROKU, INC.                            | 77543R102 | 06/11/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| ROKU, INC.                            | 77543R102 | 06/11/2025     | Advisory vote to approve the frequency of future advisory votes on our named executive officer compensation.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| ROYAL CARIBBEAN CRUISES LTD.          | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| RTX CORPORATION                       | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      17676     |                0 | FOR         | 17676                                    | FOR                         |  |
| SOLVENTUM CORPORATION                 | 83444M101 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| SOLVENTUM CORPORATION                 | 83444M101 | 04/30/2025     | Advisory vote on frequency of advisory vote to approve executive compensation                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| STARBUCKS CORPORATION                 | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      32382     |              392 | FOR         | 32381.967                                | FOR                         |  |
| STRYKER CORPORATION                   | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     280057     |             1960 | FOR         | 280056.696                               | FOR                         |  |
| SYSCO CORPORATION                     | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| T. ROWE PRICE GROUP, INC.             | 74144T108 | 05/08/2025     | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      31950     |                0 | FOR         | 31950                                    | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED        | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     228523     |               42 | FOR         | 228523.317                               | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION        | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| THE CLOROX COMPANY                    | 189054109 | 11/20/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      28215     |                0 | FOR         | 28215                                    | FOR                         |  |
| THE COCA-COLA COMPANY                 | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |     125358     |                0 | FOR         | 125358                                   | FOR                         |  |
| THE ENSIGN GROUP, INC.                | 29358P101 | 05/15/2025     | Approval, on an advisory basis, of our named executive officers' compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| THE HOME DEPOT, INC.                  | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      52304.4   |                1 | FOR         | 52304.354                                | FOR                         |  |
| THE KROGER CO.                        | 501044101 | 06/26/2025     | Approval, on an advisory basis, of Kroger's executive compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       1000     |                0 | FOR         | 1000                                     | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY           | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     299210     |               22 | FOR         | 299210                                   | FOR                         |  |
| THE PROGRESSIVE CORPORATION           | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| THE SHERWIN-WILLIAMS COMPANY          | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      72411.7   |                0 | FOR         | 72411.704                                | FOR                         |  |
| THE TJX COMPANIES, INC.               | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      23972.8   |             2607 | FOR         | 23972.823                                | FOR                         |  |
| THE WALT DISNEY COMPANY               | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       2649.95  |                0 | FOR         | 2649.9497                                | FOR                         |  |
| U.S. BANCORP                          | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| UBER TECHNOLOGIES, INC.               | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| UNITED PARCEL SERVICE, INC.           | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      22824     |                5 | FOR         | 22824                                    | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED       | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      98322     |                7 | FOR         | 98322.001                                | FOR                         |  |
| VALMONT INDUSTRIES, INC.              | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| VERISK ANALYTICS, INC.                | 92345Y106 | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      56628.2   |                0 | FOR         | 56628.224                                | FOR                         |  |
| VERIZON COMMUNICATIONS INC.           | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| VISA INC.                             | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| VODAFONE GROUP PLC                    | 92857W308 | 07/30/2024     | To approve the Annual Report on Remuneration contained in the Remuneration Report of the Board for the year ended 31 March 2024.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| WALMART INC.                          | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| WARNER BROS. DISCOVERY, INC.          | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.                                                           | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| WASTE MANAGEMENT, INC.                | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     194356     |               70 | FOR         | 194356.185                               | FOR                         |  |
| WATERS CORPORATION                    | 941848103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      44332     |                0 | FOR         | 44332                                    | FOR                         |  |
| WD-40 COMPANY                         | 929236107 | 12/12/2024     | To hold an advisory vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| WELLS FARGO  COMPANY                  | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          0     |                0 |  |  |  |  |
| WK KELLOGG CO                         | 92942W107 | 05/01/2025     | A non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       3780     |                0 | FOR         | 3780                                     | FOR                         |  |
| ZOETIS INC.                           | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     271655     |                0 | FOR         | 271654.572                               | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** JENSEN INVESTMENT MANAGEMENT INC

**By (Signature):** Rob McIver

**By (Printed Signature):** Rob McIver

**By (Title):** President

**Date:** 08/15/2025