Eric H. Schoenstein
Jensen Investment Management
Jensen Investment Management Portfolio 13F
Eric H. Schoenstein Holdings Activity
- Portfolio value:
- $8.06B≈ (-$473M≈)
- Previous value:
- $8.53B≈
- # of changes:
- 77
- New positions:
- 5
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 06 Nov 2025
Jensen Investment Management has disclosed a total of 77 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 22, bought 5 totally new, decreased the number of shares of 49 and completely sold out 1 position(s).
What stocks did Eric H. Schoenstein buy in 2025 Q3?
During 2025 Q3 Eric H. Schoenstein has bought 27 securities out of which top 5 purchases (by % change to portfolio) were (NVDA) NVIDIA Corp (added shares +23.59%), (LLY) Eli Lilly and Company (added shares +124.45%), (ABT) Abbott Laboratories (added shares +1.30%), (META) Meta Platforms Inc (added shares +96.61%) and (SHW) Sherwin-Williams Co (added shares +18.87%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -3.19%), (AAPL) Apple Inc (reduced shares -0.60%), (MRSH) Marsh & McLennan Companies, Inc (reduced shares -0.70%), (SYK) Stryker Corp (reduced shares -13.94%) and (GOOGL) Alphabet Inc, CL-A (reduced shares -24.58%).
77 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Fair Isaac Corp
|
new
|
+1,620
|
1,620
|
+0.03%
|
$1,496.53
|
-30.88%($1,034.44)
|
0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Landstar System Inc
|
new
|
+6,250
|
6,250
|
+0.01%
|
$122.56
|
+43.88%($176.34)
|
0.01%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Lululemon Athletica Inc
|
new
|
+8,220
|
8,220
|
+0.02%
|
$177.93
|
-31.68%($121.56)
|
0.02%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Nordson Corp
|
new
|
+12,050
|
12,050
|
+0.03%
|
$226.95
|
+32.55%($300.82)
|
0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
WW Grainger Inc
|
new
|
+2,300
|
2,300
|
+0.03%
|
$952.96
|
+43.82%($1,370.58)
|
0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Veeva Systems Inc, CL-A
|
+1,924.46%
|
+392,802
|
413,213
|
+1.45%
|
$297.91
|
-29.82%($209.06)
|
1.53%
|
2024 Q2
|
≈ 1.50 years
|
|
|
|
Eli Lilly and Company
|
+124.45%
|
+257,127
|
463,739
|
+2.43%
|
$763.00
|
+46.55%($1,118.20)
|
4.39%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Meta Platforms Inc
|
+96.61%
|
+196,521
|
399,933
|
+1.79%
|
$734.38
|
-19.60%($590.44)
|
3.64%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Verisk Analytics Inc
|
+50.73%
|
+142,911
|
424,645
|
+0.45%
|
$251.51
|
-23.68%($191.96)
|
1.33%
|
2020 Q3
|
≈ 5.25 years
|
|
|
|
Colgate-Palmolive Company
|
+27.73%
|
+27,090
|
124,789
|
+0.03%
|
$79.94
|
+13.34%($90.60)
|
0.12%
|
2013 Q2 or earlier
|
≈ 12.50+ 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.