Eric H. Schoenstein Holdings Activity

Jensen Investment Management Portfolio 13F

Jensen Investment Management has disclosed a total of 70 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 15, bought 3 totally new, decreased the number of shares of 48 and completely sold out 4 position(s).

What stocks is Eric H. Schoenstein buying now?

In the recent quarter Eric H. Schoenstein has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (NVDA) NVIDIA CORP (new buy), (LLY) ELI LILLY & CO (new buy), (META) META PLATFORMS INC-CLASS A (new buy), (ABT) ABBOTT LABORATORIES (added shares +74.15%) and (CDNS) CADENCE DESIGN SYS INC (added shares +50.49%).

What does Eric H. Schoenstein invest in?

Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (9.15%), (SYK) STRYKER CORP (6.57%), (MMC) MARSH & MCLENNAN COS (6.21%), (INTU) INTUIT INC (5.8%) and (AAPL) APPLE INC (5.57%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -11.7%), (SYK) STRYKER CORP (reduced shares -6.58%), (MMC) MARSH & MCLENNAN COS (reduced shares -7.84%), (INTU) INTUIT INC (reduced shares -24.23%) and (AAPL) APPLE INC (reduced shares -18.01%).

2022 Q4 (67 results)
AON
buy
+3,640
+0.01%
$300.14
22.85% $368.72
0.01%
SPY
buy
+630
+0.00%
$382.43
68.18% $643.18
0.00%
RS
buy
+1,140
+0.00%
$202.44
39.77% $282.95
0.00%
CPRT
+78.09%
+51,350
+0.02%
$60.89
22.19% $47.38
0.06%
CRL
+32.87%
+5,710
+0.01%
$217.90
27.63% $157.70
0.04%
APH
+23.12%
+1,337,264
+0.40%
$38.07
190.28% $110.51
2.12%
INTU
+21.59%
+179,068
+0.55%
$389.22
85.18% $720.75
3.07%
UPS
+20.25%
+257,067
+0.35%
$173.84
50.01% $86.91
2.08%
POOL
+20.08%
+1,470
+0.00%
$302.33
5.38% $318.61
0.02%
MMC
+17.96%
+398,179
+0.52%
$165.48
25.63% $207.89
3.38%
ACN
+16.80%
+337,550
+0.70%
$266.84
6.78% $248.75
4.90%
MANH
+16.28%
+6,180
+0.01%
$121.40
77.27% $215.21
0.04%
TXN
+16.22%
+292,464
+0.38%
$165.22
17.55% $194.22
2.71%
UNH
+15.38%
+185,736
+0.77%
$530.18
40.86% $313.56
5.78%
TSM
+14.57%
+2,380
+0.00%
$74.49
224.20% $241.50
0.01%
MMS
+11.81%
+6,880
+0.00%
$73.33
15.72% $84.86
0.04%
K
+11.44%
+6,650
+0.00%
$71.24
12.35% $80.04
0.04%
BR
+5.96%
+102,405
+0.11%
$134.13
94.67% $261.11
1.91%
HD
+5.52%
+55,863
+0.14%
$315.86
25.55% $396.57
2.64%
PFE
+5.51%
+549,885
+0.22%
$51.24
50.94% $25.14
4.22%
WM
+5.50%
+92,079
+0.11%
$156.88
43.34% $224.87
2.17%
SBUX
+5.49%
+238,317
+0.18%
$99.20
6.32% $92.93
3.55%
GOOGL
+5.45%
+364,710
+0.25%
$88.23
129.93% $202.87
4.87%
SYK
+5.43%
+135,797
+0.26%
$244.49
56.29% $382.11
5.04%
VRSK
+5.42%
+49,965
+0.07%
$176.42
50.61% $265.71
1.34%
MA
+5.28%
+53,805
+0.15%
$347.73
67.77% $583.40
2.92%
NKE
+5.25%
+245,593
+0.22%
$117.01
33.22% $78.14
4.51%
PG
+5.16%
+123,966
+0.15%
$151.56
3.04% $156.16
3.00%
MSFT
+5.07%
+153,877
+0.29%
$239.82
115.65% $517.16
5.98%
EFX
+4.79%
+73,605
+0.11%
$194.36
27.68% $248.16
2.45%
PEP
+2.69%
+128,903
+0.18%
$180.66
17.23% $149.53
6.96%
AAPL
+0.55%
+23,120
+0.02%
$129.93
77.57% $230.72
4.28%
ADBE
+0.50%
+224
+0.00%
$336.53
6.05% $356.89
0.12%
BLL
+0.29%
+8,995
+0.00%
$51.14
35.88% $69.49
1.24%
MCO
+0.24%
+1,750
+0.00%
$278.62
83.18% $510.39
1.60%
ORCL
+0.19%
+315
+0.00%
$81.74
201.61% $246.54
0.11%
ECL
-0.05%
-40
-0.00%
$145.56
93.48% $281.63
0.08%
WAT
-0.06%
-30
-0.00%
$342.58
14.62% $292.49
0.13%
ABBV
-0.38%
-90
-0.00%
$161.61
27.87% $206.65
0.03%
CL
-1.66%
-1,700
-0.00%
$78.79
7.62% $84.79
0.06%
KO
-1.68%
-2,200
-0.00%
$63.61
9.04% $69.36
0.06%
CLX
-2.03%
-590
-0.00%
$140.33
14.08% $120.57
0.03%
GIS
-2.04%
-2,130
-0.00%
$83.85
41.05% $49.43
0.07%
EMR
-2.80%
-2,850
-0.00%
$96.06
36.91% $131.52
0.07%
OMC
-2.90%
-2,629
-0.00%
$81.57
6.12% $76.58
0.06%
CDNS
-3.32%
-1,020
-0.00%
$160.64
119.35% $352.36
0.04%
RMD
-4.22%
-770
-0.00%
$208.13
37.95% $287.12
0.03%
EHC
-4.75%
-6,320
-0.00%
$59.81
100.85% $120.13
0.06%
BDX
-5.36%
-113,767
-0.23%
$254.30
23.01% $195.79
4.00%
ADP
-5.98%
-135,681
-0.25%
$238.86
26.26% $301.59
3.98%
BBY
-6.29%
-5,580
-0.00%
$80.21
10.75% $71.59
0.05%
LSTR
-6.32%
-1,060
-0.00%
$162.90
20.83% $128.96
0.00%
CHD
-7.24%
-6,030
-0.00%
$80.61
15.90% $93.43
0.05%
HAS
-8.09%
-7,030
-0.00%
$61.01
33.65% $81.54
0.04%
JNJ
-8.30%
-298,484
-0.41%
$176.65
0.28% $177.15
4.55%
CPB
-9.29%
-6,260
-0.00%
$56.75
43.12% $32.28
0.03%
TTC
-10.79%
-4,180
-0.00%
$113.20
32.44% $76.48
0.03%
URI
-11.24%
-1,500
-0.00%
$355.42
157.17% $914.02
0.03%
TJX
-11.70%
-498,607
-0.31%
$79.60
67.30% $133.17
2.34%
FDS
-12.63%
-1,660
-0.01%
$401.21
7.84% $369.74
0.04%
GPC
-12.70%
-5,520
-0.01%
$173.51
20.81% $137.41
0.05%
EXPD
-13.00%
-8,100
-0.01%
$103.92
15.49% $120.02
0.04%
CRI
-15.61%
-6,500
-0.00%
$74.61
65.31% $25.88
0.00%
LIN
-15.85%
-665
-0.00%
$326.20
47.14% $479.98
0.00%
MCHP
-21.10%
-24,500
-0.01%
$70.25
6.65% $65.58
0.05%
MMM
-93.78%
-1,276,383
-1.20%
$119.92
28.07% $153.58
0.08%
CTSH
-95.74%
-3,902,443
-1.75%
$57.19
22.75% $70.20
0.08%
67 of 3,772

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.