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%).

2022 Q2 (58 results)
WSM
buy
+15,206
+0.01%
$110.94
45.97% $161.93
0.01%
CRL
buy
+8,660
+0.02%
$213.97
29.15% $151.59
0.02%
BLL
buy
+2,581,210
+1.47%
$68.77
1.05% $69.49
1.47%
G
buy
+106,380
+0.04%
$42.36
0.25% $42.25
0.04%
TTC
+48.98%
+12,740
+0.01%
$75.79
6.38% $70.96
0.02%
MMC
+27.50%
+439,485
+0.56%
$155.25
39.14% $216.02
2.62%
APH
+26.71%
+983,422
+0.26%
$32.19
201.27% $96.98
1.24%
VRSK
+24.36%
+93,107
+0.26%
$173.09
76.28% $305.13
1.35%
POOL
+24.00%
+1,320
+0.00%
$351.17
16.21% $294.26
0.02%
MCO
+23.20%
+72,632
+0.27%
$271.97
77.06% $481.54
1.42%
RMD
+17.37%
+2,700
+0.00%
$209.65
22.21% $256.21
0.03%
ACN
+14.58%
+256,392
+0.59%
$277.65
6.64% $296.08
4.63%
TSM
+14.41%
+2,020
+0.00%
$81.73
174.07% $224.01
0.01%
LH
+8.12%
+2,540
+0.00%
$234.37
9.65% $256.98
0.07%
CCK
+5.16%
+2,994
+0.00%
$92.17
13.33% $104.45
0.06%
EHC
+5.15%
+6,520
+0.00%
$56.05
116.83% $121.54
0.06%
INTU
+3.56%
+19,567
+0.09%
$385.44
100.51% $772.86
2.65%
PFE
+3.42%
+192,630
+0.14%
$52.43
53.77% $24.24
4.36%
BDX
+3.36%
+57,989
+0.14%
$246.53
31.06% $169.97
4.35%
HD
+3.30%
+29,076
+0.07%
$274.27
32.53% $363.50
2.07%
TXN
+3.30%
+57,825
+0.07%
$153.65
34.27% $206.31
2.30%
PG
+3.24%
+75,606
+0.09%
$143.79
10.32% $158.63
2.87%
MA
+3.23%
+31,976
+0.08%
$315.48
73.01% $545.81
2.67%
TJX
+3.21%
+71,312
+0.06%
$55.85
118.69% $122.14
1.98%
WM
+3.19%
+51,974
+0.07%
$152.98
48.20% $226.72
2.13%
NKE
+3.19%
+134,541
+0.11%
$102.20
38.81% $62.54
3.69%
SYK
+3.12%
+41,813
+0.13%
$198.93
96.25% $390.40
4.14%
GOOGL
+3.10%
+201,300
+0.18%
$108.96
59.27% $173.54
6.04%
EFX
+3.09%
+40,549
+0.06%
$182.78
40.03% $255.95
2.05%
BR
+3.09%
+42,672
+0.06%
$142.55
67.78% $239.17
2.05%
ADP
+3.09%
+68,200
+0.12%
$210.04
44.25% $302.98
3.96%
UPS
+3.08%
+19,793
+0.06%
$182.54
44.89% $100.60
1.92%
AAPL
+3.06%
+106,172
+0.14%
$136.72
47.02% $201.00
4.76%
MSFT
+3.06%
+90,314
+0.19%
$256.83
93.69% $497.45
6.48%
SBUX
+3.03%
+127,926
+0.08%
$76.39
20.23% $91.84
2.75%
ABBV
+1.27%
+300
+0.00%
$153.15
21.97% $186.79
0.03%
KO
+0.50%
+650
+0.00%
$62.91
10.43% $69.47
0.07%
CL
+0.20%
+200
+0.00%
$80.14
9.55% $87.79
0.07%
ADBE
-0.01%
-4
-0.00%
$366.07
5.16% $384.95
0.14%
GIS
-0.05%
-53
-0.00%
$75.45
33.24% $50.37
0.09%
WAT
-0.20%
-95
-0.00%
$330.99
7.23% $354.91
0.13%
EMR
-0.23%
-172
-0.00%
$79.54
66.86% $132.73
0.07%
ORCL
-0.34%
-365
-0.00%
$69.87
204.59% $212.82
0.10%
ABT
-0.56%
-528
-0.00%
$108.65
23.03% $133.67
0.10%
ECL
-0.63%
-467
-0.00%
$153.75
71.21% $263.25
0.09%
OMC
-1.20%
-1,100
-0.00%
$63.61
11.97% $71.22
0.05%
JNJ
-2.18%
-80,493
-0.12%
$177.51
14.37% $152.01
5.31%
UNH
-3.13%
-36,013
-0.15%
$513.63
41.08% $302.62
4.74%
PEP
-4.22%
-212,313
-0.29%
$166.66
23.06% $128.22
6.65%
GPC
-18.13%
-8,589
-0.01%
$133.00
10.48% $119.06
0.06%
CTSH
-18.34%
-712,374
-0.51%
$67.49
14.97% $77.59
2.29%
KR
-18.97%
-18,686
-0.01%
$47.33
50.60% $71.28
0.05%
MMM
-22.83%
-747,775
-0.80%
$129.41
16.50% $150.76
2.71%
TSCO
-52.16%
-6,290
-0.01%
$193.93
73.27% $51.84
0.01%
PAYX
-72.49%
-25,900
-0.02%
$113.84
23.87% $141.01
0.01%
MLHR
-100.00%
-98,980
-0.03%
$34.56
11.86% $38.66
0.00%
RS
-100.00%
-1,059
-0.00%
$183.20
71.76% $314.65
0.00%
SMG
-100.00%
-40,964
-0.06%
$122.97
47.16% $64.98
0.00%
58 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.