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%).

2020 Q3 (45 results)
HD
buy
+809,175
+1.99%
$277.71
32.62% $368.29
1.99%
MMS
buy
+10,288
+0.01%
$68.38
6.04% $72.51
0.01%
MCHP
buy
+5,020
+0.01%
$205.58
71.77% $58.04
0.01%
VRSK
buy
+2,370
+0.00%
$185.23
69.59% $314.14
0.00%
WM
buy
+985,830
+0.99%
$113.17
112.93% $240.97
0.99%
LEVI
+80.99%
+29,761
+0.01%
$13.40
29.44% $17.35
0.01%
TSM
+80.76%
+2,980
+0.00%
$81.11
138.34% $193.32
0.00%
HRC
+70.53%
+6,412
+0.01%
$83.50
86.78% $155.96
0.02%
DCI
+55.71%
+12,010
+0.00%
$46.41
49.86% $69.55
0.01%
CPB
+51.05%
+9,297
+0.01%
$48.37
29.63% $34.04
0.02%
FFIV
+48.38%
+4,030
+0.00%
$122.73
132.52% $285.38
0.01%
K
+48.04%
+8,220
+0.00%
$64.59
27.94% $82.63
0.01%
KR
+45.49%
+13,370
+0.00%
$33.91
101.21% $68.23
0.01%
HAS
+40.66%
+5,270
+0.00%
$82.72
19.36% $66.71
0.01%
XLNX
+36.45%
+2,258
+0.00%
$104.22
87.02% $194.92
0.00%
EHC
+34.90%
+9,450
+0.01%
$64.99
86.04% $120.90
0.02%
ADP
+29.42%
+410,732
+0.51%
$139.49
133.37% $325.53
2.23%
CPRT
+26.31%
+3,760
+0.00%
$105.15
51.04% $51.48
0.02%
NTAP
+25.72%
+3,560
+0.00%
$43.85
126.13% $99.16
0.01%
TDC
+25.44%
+3,701
+0.00%
$22.70
3.25% $21.96
0.01%
GPC
+21.22%
+2,518
+0.00%
$95.16
32.96% $126.52
0.02%
CCK
+17.84%
+3,491
+0.00%
$76.86
28.15% $98.50
0.02%
EXPD
+15.10%
+1,988
+0.00%
$90.51
24.55% $112.73
0.02%
SBUX
+14.15%
+200,767
+0.28%
$85.92
2.29% $83.95
2.28%
CBRE
+13.29%
+4,770
+0.00%
$46.96
166.21% $125.02
0.02%
EFX
+12.96%
+174,585
+0.24%
$156.90
68.38% $264.19
2.12%
ON
+12.14%
+8,920
+0.00%
$21.69
93.74% $42.02
0.02%
LH
+11.79%
+754
+0.00%
$188.28
32.24% $248.97
0.02%
CRI
+11.61%
+1,570
+0.00%
$86.55
63.75% $31.37
0.01%
GIS
+8.10%
+495,621
+0.27%
$61.68
12.03% $54.26
3.62%
PFE
+7.32%
+761,980
+0.25%
$36.70
35.99% $23.49
3.63%
SYK
+5.97%
+136,440
+0.25%
$208.37
83.63% $382.64
4.47%
PAYX
+5.51%
+866
+0.00%
$79.79
97.91% $157.91
0.02%
BR
+0.45%
+8,640
+0.01%
$132.00
83.96% $242.83
2.23%
INTU
+0.29%
+3,090
+0.01%
$326.21
130.98% $753.47
3.13%
GOOGL
+0.27%
+23,160
+0.02%
$73.28
134.36% $171.74
5.55%
NKE
+0.27%
+11,410
+0.01%
$125.54
51.74% $60.59
4.79%
TXN
+0.26%
+4,080
+0.01%
$142.79
28.06% $182.85
1.98%
MA
+0.25%
+2,095
+0.01%
$338.17
73.17% $585.60
2.50%
VFC
+0.20%
+7,500
+0.00%
$70.25
82.26% $12.46
2.33%
TJX
+0.17%
+3,014
+0.00%
$55.65
128.03% $126.90
1.68%
PEP
+0.14%
+7,571
+0.01%
$138.60
5.16% $131.45
6.50%
MMM
+0.13%
+4,435
+0.01%
$160.18
7.39% $148.35
4.89%
ACN
+0.11%
+2,631
+0.01%
$225.99
40.19% $316.82
4.70%
JNJ
+0.09%
+2,626
+0.01%
$148.88
4.25% $155.21
5.70%
45 of 1,716

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.