Eric H. Schoenstein Holdings Activity

Jensen Investment Management Portfolio 13F

Jensen Investment Management has disclosed a total of 75 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 66 and completely sold out 2 position(s).

What stocks is Eric H. Schoenstein buying now?

In the recent quarter Eric H. Schoenstein has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ABT) ABBOTT LABORATORIES (added shares +1221.16%), (CDNS) CADENCE DESIGN SYS INC (added shares +29.89%), (CPRT) COPART INC (added shares +8.71%), (SHW) SHERWIN-WILLIAMS CO/THE (added shares +8.88%) and (URI) UNITED RENTALS INC (new buy).

What does Eric H. Schoenstein invest in?

Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (7.38%), (MMC) MARSH & MCLENNAN COS (7.1%), (AAPL) APPLE INC (6.94%), (ACN) ACCENTURE PLC-CL A (6.33%) and (SYK) STRYKER CORP (6.25%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -13.52%), (MMC) MARSH & MCLENNAN COS (reduced shares -13.51%), (AAPL) APPLE INC (reduced shares -15.1%), (ACN) ACCENTURE PLC-CL A (reduced shares -19.57%) and (SYK) STRYKER CORP (reduced shares -13.95%).

2025 Q1 (75 results)
URI
buy
+1,661
+0.02%
$626.70
18.20% $740.77
0.02%
ABT
+1,221.16%
+1,256,094
+1.85%
$132.65
4.09% $138.08
2.00%
CDNS
+29.89%
+115,827
+0.35%
$254.33
16.70% $296.80
1.54%
SHW
+8.88%
+47,410
+0.18%
$349.19
1.00% $345.69
2.25%
CPRT
+8.71%
+305,496
+0.19%
$56.59
14.03% $48.65
2.39%
CPB
+2.43%
+3,140
+0.00%
$39.92
19.41% $32.17
0.06%
HOLX
+1.12%
+570
+0.00%
$61.77
4.95% $64.83
0.04%
APH
-0.08%
-2,012
-0.00%
$65.59
46.06% $95.80
1.83%
WAT
-0.18%
-80
-0.00%
$368.57
5.91% $346.80
0.18%
ORCL
-0.19%
-275
-0.00%
$139.81
53.97% $215.27
0.23%
RTX
-0.45%
-54
-0.00%
$132.46
7.09% $141.85
0.03%
CTSH
-0.48%
-600
-0.00%
$76.50
1.42% $77.59
0.11%
KO
-0.50%
-630
-0.00%
$71.62
1.97% $70.21
0.10%
EMR
-0.89%
-830
-0.00%
$109.64
19.24% $130.73
0.11%
ECL
-0.90%
-628
-0.00%
$253.52
5.25% $266.84
0.19%
OMC
-3.08%
-1,725
-0.00%
$82.91
12.58% $72.48
0.07%
LIN
-3.99%
-60
-0.00%
$465.64
0.53% $463.16
0.01%
UPS
-4.39%
-1,004
-0.00%
$109.99
8.52% $100.62
0.03%
CLX
-4.70%
-2,995
-0.01%
$147.25
17.13% $122.02
0.11%
TJX
-5.08%
-1,412
-0.00%
$121.80
2.30% $124.60
0.04%
GIS
-6.10%
-7,970
-0.01%
$59.79
10.67% $53.41
0.08%
ROST
-7.33%
-2,990
-0.00%
$127.79
0.42% $128.33
0.05%
IDXX
-9.20%
-830
-0.00%
$419.95
26.32% $530.50
0.04%
BDX
-9.57%
-1,410
-0.00%
$229.06
25.10% $171.57
0.03%
GNTX
-9.71%
-14,425
-0.00%
$23.30
6.48% $21.79
0.04%
MSCI
-10.72%
-1,110
-0.01%
$565.50
1.80% $575.69
0.06%
APD
-13.31%
-1,940
-0.01%
$294.92
4.72% $281.00
0.04%
FDS
-13.33%
-1,352
-0.01%
$454.64
3.75% $437.60
0.05%
VEEV
-13.33%
-3,360
-0.01%
$231.63
21.59% $281.63
0.06%
EHC
-13.34%
-9,374
-0.01%
$101.28
19.39% $120.92
0.08%
TECH
-13.35%
-4,751
-0.00%
$58.63
14.72% $50.00
0.03%
TTC
-13.35%
-3,860
-0.00%
$72.75
2.87% $70.66
0.03%
LEVI
-13.35%
-28,470
-0.00%
$15.59
19.44% $18.62
0.03%
KEYS
-13.36%
-5,210
-0.01%
$149.77
9.99% $164.73
0.06%
ON
-13.36%
-6,390
-0.00%
$40.69
33.23% $54.21
0.02%
DCI
-13.36%
-9,012
-0.01%
$67.06
3.43% $69.36
0.05%
EFX
-13.37%
-164,607
-0.44%
$243.56
7.49% $261.81
2.87%
MANH
-13.41%
-1,623
-0.00%
$173.04
12.48% $194.64
0.03%
MMC
-13.51%
-410,865
-1.11%
$244.03
9.98% $219.67
7.10%
MSFT
-13.52%
-201,434
-1.15%
$375.39
30.56% $490.11
7.38%
PG
-13.74%
-237,684
-0.45%
$170.42
5.90% $160.36
2.81%
SYK
-13.95%
-246,059
-1.01%
$372.25
3.82% $386.46
6.25%
WM
-13.96%
-206,784
-0.53%
$231.51
1.14% $234.14
3.26%
ZTS
-14.22%
-178,177
-0.55%
$164.65
4.18% $157.77
3.32%
GOOGL
-14.23%
-459,957
-0.79%
$154.64
7.84% $166.77
4.74%
BR
-14.52%
-235,570
-0.63%
$242.46
0.27% $241.80
3.72%
KLAC
-14.56%
-60,995
-0.58%
$679.80
30.78% $889.03
3.43%
INTU
-14.56%
-141,310
-0.96%
$613.99
23.62% $759.03
5.63%
MCD
-14.58%
-88,827
-0.31%
$312.37
6.69% $291.47
1.80%
AAPL
-15.10%
-502,867
-1.24%
$222.13
9.83% $200.30
6.94%
UNH
-15.18%
-108,689
-0.63%
$523.75
41.65% $305.62
3.52%
CCK
-15.56%
-13,900
-0.01%
$89.26
16.95% $104.39
0.07%
TSCO
-15.66%
-19,760
-0.01%
$55.10
2.89% $53.51
0.06%
BBY
-16.70%
-9,500
-0.01%
$73.61
6.48% $68.84
0.04%
GPC
-18.28%
-5,950
-0.01%
$119.14
1.73% $121.20
0.04%
CHD
-18.62%
-10,430
-0.01%
$110.09
12.78% $96.02
0.06%
ACN
-19.57%
-446,763
-1.54%
$312.04
3.63% $300.72
6.33%
LH
-22.06%
-8,070
-0.02%
$232.74
12.80% $262.53
0.07%
BAH
-22.26%
-9,873
-0.01%
$104.58
4.23% $100.16
0.04%
ADP
-22.70%
-358,009
-1.27%
$305.53
1.92% $311.40
4.34%
MA
-26.84%
-187,023
-1.53%
$548.12
1.72% $557.53
4.18%
G
-26.98%
-52,750
-0.03%
$50.38
16.24% $42.20
0.08%
MCHP
-27.41%
-10,650
-0.01%
$48.41
45.49% $70.43
0.02%
KR
-30.08%
-36,290
-0.03%
$67.69
8.47% $73.42
0.06%
NKE
-32.09%
-1,087,001
-0.76%
$63.48
3.25% $61.42
1.61%
FFIV
-32.72%
-7,290
-0.02%
$266.27
11.13% $295.90
0.04%
VRSK
-33.65%
-101,017
-0.55%
$297.62
4.14% $309.93
1.08%
TXN
-36.04%
-661,575
-1.31%
$179.70
14.53% $205.81
2.33%
HD
-37.61%
-148,422
-0.74%
$366.49
1.66% $360.42
1.22%
PEP
-58.03%
-1,482,348
-2.46%
$149.94
12.60% $131.05
1.78%
JNJ
-59.95%
-736,012
-1.69%
$165.84
8.23% $152.19
1.13%
LII
-62.54%
-2,879
-0.02%
$560.83
1.48% $569.15
0.01%
SBUX
-80.73%
-16,224
-0.03%
$98.09
6.72% $91.50
0.01%
BLL
-100.00%
-44,441
-0.03%
$55.13
26.05% $69.49
0.00%
MMS
-100.00%
-44,220
-0.04%
$74.65
6.93% $69.48
0.00%
75 of 3,702

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.