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 Q3 (45 results)
CRL
+100.58%
+8,710
+0.01%
$196.78
20.38% $156.67
0.03%
APH
+23.98%
+1,118,630
+0.33%
$33.48
229.99% $110.48
1.69%
BLL
+20.25%
+522,725
+0.22%
$48.32
43.81% $69.49
1.31%
MCO
+16.17%
+102,255
+0.22%
$243.11
111.36% $513.84
1.56%
EFX
+13.59%
+184,030
+0.27%
$171.43
44.76% $248.16
2.30%
HD
+11.22%
+102,155
+0.25%
$275.94
43.09% $394.84
2.43%
KR
+9.22%
+10,980
+0.00%
$43.75
60.73% $70.32
0.05%
MMC
+8.81%
+179,485
+0.23%
$149.29
39.23% $207.85
2.88%
UNH
+8.41%
+93,674
+0.41%
$505.04
37.67% $314.81
5.31%
NKE
+7.44%
+324,311
+0.23%
$83.12
6.62% $77.62
3.39%
POOL
+7.33%
+500
+0.00%
$318.17
0.04% $318.05
0.02%
TSM
+1.87%
+300
+0.00%
$68.54
250.96% $240.56
0.01%
KO
-0.07%
-86
-0.00%
$56.02
24.27% $69.62
0.06%
GOOGL
-0.08%
-5,360
-0.00%
$95.65
113.12% $203.85
5.58%
SBUX
-0.13%
-5,726
-0.00%
$84.26
10.29% $92.93
3.19%
INTU
-0.24%
-2,005
-0.01%
$387.32
85.80% $719.66
2.80%
TXN
-0.24%
-4,295
-0.01%
$154.78
25.69% $194.55
2.43%
PG
-0.24%
-5,880
-0.01%
$126.25
24.03% $156.59
2.64%
UPS
-0.29%
-3,630
-0.01%
$161.54
46.34% $86.68
1.79%
MA
-0.30%
-3,035
-0.01%
$284.34
104.90% $582.60
2.53%
ACN
-0.33%
-6,620
-0.01%
$257.30
2.83% $250.03
4.50%
MSFT
-0.35%
-10,725
-0.02%
$232.90
122.13% $517.34
6.16%
AAPL
-0.36%
-15,300
-0.02%
$138.20
67.19% $231.06
5.05%
ADP
-0.37%
-8,500
-0.02%
$226.19
33.37% $301.68
4.47%
CTSH
-0.39%
-15,895
-0.01%
$57.44
22.01% $70.08
2.04%
TJX
-0.40%
-16,990
-0.01%
$62.12
114.39% $133.18
2.31%
WM
-0.43%
-7,315
-0.01%
$160.21
40.44% $225.00
2.34%
PEP
-0.44%
-21,380
-0.03%
$163.26
8.58% $149.25
6.82%
BDX
-0.49%
-10,360
-0.02%
$222.83
11.97% $196.15
4.12%
SYK
-0.52%
-13,207
-0.02%
$202.54
88.94% $382.67
4.41%
ECL
-0.53%
-390
-0.00%
$144.42
95.28% $282.01
0.09%
JNJ
-0.54%
-19,528
-0.03%
$163.36
8.33% $176.97
5.11%
PFE
-0.64%
-64,005
-0.02%
$43.76
42.60% $25.12
3.80%
BR
-1.09%
-18,980
-0.02%
$144.32
80.81% $260.95
2.16%
VRSK
-2.06%
-19,355
-0.03%
$170.53
55.72% $265.55
1.37%
LH
-2.28%
-770
-0.00%
$204.81
32.15% $270.65
0.06%
MANH
-3.46%
-1,360
-0.00%
$133.02
61.22% $214.45
0.04%
CHD
-5.54%
-4,890
-0.00%
$71.44
31.13% $93.67
0.05%
HAS
-6.39%
-5,930
-0.00%
$67.42
20.20% $81.04
0.05%
ORCL
-7.67%
-13,700
-0.01%
$61.07
301.74% $245.34
0.09%
CDNS
-13.62%
-4,840
-0.01%
$163.44
114.92% $351.26
0.04%
GPC
-21.58%
-11,960
-0.02%
$149.31
7.76% $137.73
0.06%
GIS
-23.31%
-31,818
-0.02%
$76.61
35.40% $49.49
0.07%
FDS
-26.39%
-4,710
-0.02%
$400.08
7.56% $369.83
0.05%
MMM
-46.15%
-1,166,455
-1.12%
$110.50
39.01% $153.61
1.31%
45 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.