Eric H. Schoenstein
Jensen Investment Management
Jensen Investment Management Portfolio 13F
Eric H. Schoenstein Holdings Activity
- Portfolio value:
- $4.13B~ (-$948M~)
- Previous value:
- $5.07B~
- # of changes:
- 80
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 07 Aug 2026
Jensen Investment Management has disclosed a total of 80 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 69 and completely sold out 2 position(s).
What stocks is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (MSI) Motorola Solutions Inc (added shares +64.45%), (APH) Amphenol Corp (added shares +172.74%), (TJX) The TJX Companies Inc (added shares +2,072.63%), (CTAS) Cintas Corp (new buy) and (IDXX) IDEXX Laboratories Inc (added shares +2,861.04%).
In the latest report(s) the following changes have been made to the top investments: (GOOGL) Alphabet Inc, CL-A (reduced shares -44.99%), (MSFT) Microsoft Corp (reduced shares -37.05%), (AMZN) Amazon.com Inc (reduced shares -13.55%), (AAPL) Apple Inc (reduced shares -46.05%) and (NVDA) NVIDIA Corp (reduced shares -26.63%).
80 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Cintas Corp
|
new
|
+333,630
|
333,630
|
+1.38%
|
$170.08
|
+19.90%($203.92)
|
1.38%
|
2026 Q2
|
~0.25 years
|
|
|
|
IDEXX Laboratories Inc
|
+2,861.04%
|
+102,139
|
105,709
|
+1.3%
|
$526.44
|
+5.24%($554.03)
|
1.35%
|
2024 Q2
|
~2.25 years
|
|
|
|
The TJX Companies Inc
|
+2,072.63%
|
+480,020
|
503,180
|
+1.76%
|
$151.50
|
-7.23%($140.55)
|
1.85%
|
2013 Q2*
|
~13.25+ years
|
|
|
|
Amphenol Corp
|
+172.74%
|
+389,297
|
614,660
|
+1.66%
|
$176.32
|
-11.03%($156.87)
|
2.63%
|
2013 Q2*
|
~13.25+ years
|
|
|
|
Motorola Solutions Inc
|
+64.45%
|
+109,230
|
278,721
|
+1.1%
|
$415.29
|
+15.38%($479.18)
|
2.81%
|
2025 Q4
|
~0.75 years
|
|
|
|
Amdocs Ltd
|
+21.55%
|
+3,840
|
21,660
|
+0%
|
$50.54
|
+21.97%($61.64)
|
0.03%
|
2025 Q4
|
~0.75 years
|
|
|
|
The Clorox Company
|
+3.55%
|
+1,640
|
47,805
|
+0%
|
$95.44
|
+12.16%($107.05)
|
0.11%
|
2013 Q2*
|
~13.25+ years
|
|
|
|
Aon PLC
|
+0.86%
|
+220
|
25,789
|
+0%
|
$331.69
|
+6.63%($353.69)
|
0.21%
|
2022 Q4
|
~3.75 years
|
|
|
|
The Coca-Cola Company
|
+0.02%
|
+17
|
111,668
|
+0%
|
$81.27
|
+11.71%($90.79)
|
0.22%
|
2013 Q2*
|
~13.25+ years
|
|
|
|
3M Company
|
-0.04%
|
-11
|
27,618
|
-0%
|
$161.91
|
+10.63%($179.12)
|
0.11%
|
2013 Q2*
|
~13.25+ years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".