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%).

2021 Q4 (62 results)
RMD
buy
+7,960
+0.01%
$260.43
1.62% $256.22
0.01%
MCHP
+300.00%
+43,555
+0.04%
$87.06
18.35% $71.09
0.05%
URI
+52.63%
+2,300
+0.01%
$332.23
122.85% $740.37
0.02%
LEVI
+33.17%
+59,480
+0.01%
$25.03
27.52% $18.14
0.04%
SMG
+24.82%
+9,200
+0.01%
$161.00
59.63% $65.00
0.05%
MA
+21.27%
+156,312
+0.39%
$359.32
52.15% $546.70
2.25%
FFIV
+19.45%
+4,490
+0.01%
$244.71
18.43% $289.80
0.05%
CHD
+18.97%
+12,020
+0.01%
$102.49
7.66% $94.64
0.05%
TSM
+16.10%
+1,800
+0.00%
$120.34
86.33% $224.23
0.01%
BBY
+15.82%
+8,580
+0.01%
$101.61
32.52% $68.56
0.04%
MMC
+15.44%
+131,218
+0.23%
$173.82
23.89% $215.34
1.69%
EHC
+10.08%
+9,090
+0.00%
$65.26
85.80% $121.25
0.05%
KR
+7.56%
+7,829
+0.00%
$45.26
57.49% $71.28
0.05%
CPB
+7.43%
+4,250
+0.00%
$43.46
28.68% $31.00
0.02%
MMS
+6.90%
+2,460
+0.00%
$79.67
10.76% $71.10
0.02%
K
+6.21%
+2,910
+0.00%
$64.42
22.29% $78.78
0.02%
MLHR
+6.14%
+4,930
+0.00%
$39.19
1.36% $38.66
0.02%
CRI
+5.79%
+1,800
+0.00%
$101.22
69.81% $30.56
0.02%
SYK
+4.99%
+115,154
+0.22%
$267.42
45.59% $389.33
4.55%
HAS
+3.95%
+2,810
+0.00%
$101.78
29.01% $72.26
0.05%
TXN
+3.88%
+34,985
+0.08%
$188.47
9.51% $206.40
2.05%
LH
+3.72%
+910
+0.00%
$314.21
18.54% $255.96
0.06%
SBUX
+2.73%
+57,757
+0.08%
$116.97
21.66% $91.63
2.88%
CCK
+2.66%
+1,760
+0.00%
$110.62
5.17% $104.90
0.05%
GPC
+2.55%
+1,078
+0.00%
$140.20
15.04% $119.11
0.06%
GIS
+0.89%
+27,892
+0.01%
$67.38
25.14% $50.44
1.50%
WAT
-0.18%
-85
-0.00%
$372.60
4.79% $354.77
0.12%
ADBE
-0.22%
-100
-0.00%
$567.07
32.00% $385.58
0.18%
ORCL
-0.22%
-266
-0.00%
$87.21
145.07% $213.72
0.11%
ECL
-0.25%
-150
-0.00%
$234.59
12.21% $263.23
0.12%
ABT
-0.47%
-500
-0.00%
$140.74
5.52% $132.97
0.11%
PEP
-0.59%
-29,873
-0.04%
$173.71
26.27% $128.07
6.11%
MMM
-0.59%
-17,933
-0.02%
$177.63
15.03% $150.93
4.06%
UNH
-0.64%
-4,657
-0.03%
$502.14
39.89% $301.82
4.45%
ADP
-0.69%
-15,235
-0.03%
$246.58
22.84% $302.89
3.80%
EFX
-0.69%
-6,876
-0.02%
$292.79
12.24% $256.95
2.55%
APH
-0.70%
-23,113
-0.01%
$43.73
122.07% $97.11
1.12%
NKE
-0.70%
-16,804
-0.03%
$166.67
62.65% $62.25
4.09%
BDX
-0.71%
-14,435
-0.03%
$251.48
32.66% $169.35
4.04%
PG
-0.71%
-16,590
-0.02%
$163.58
3.39% $158.03
2.67%
UPS
-0.72%
-8,906
-0.01%
$214.34
53.06% $100.61
1.85%
JNJ
-0.72%
-29,270
-0.04%
$171.07
11.29% $151.75
4.82%
VRSK
-0.73%
-5,540
-0.01%
$228.73
33.45% $305.24
1.21%
GOOGL
-0.75%
-48,660
-0.05%
$144.85
19.35% $172.88
6.57%
CTSH
-0.77%
-38,865
-0.02%
$88.72
12.64% $77.51
3.10%
TJX
-0.79%
-28,870
-0.02%
$75.92
61.50% $122.61
1.95%
KO
-0.79%
-883
-0.00%
$59.21
17.11% $69.34
0.05%
AAPL
-0.79%
-32,183
-0.04%
$177.57
13.15% $200.92
5.06%
ABBV
-2.07%
-500
-0.00%
$135.39
37.64% $186.36
0.02%
OMC
-3.10%
-3,000
-0.00%
$73.27
3.21% $70.92
0.05%
RTX
-4.28%
-635
-0.00%
$86.04
65.52% $142.41
0.01%
WM
-4.40%
-41,798
-0.09%
$166.90
35.81% $226.67
1.90%
BR
-4.76%
-73,084
-0.11%
$182.82
30.60% $238.77
2.15%
MSFT
-8.63%
-278,061
-0.66%
$336.32
47.88% $497.35
6.96%
ACN
-8.82%
-143,521
-0.45%
$414.55
28.77% $295.29
4.70%
PFE
-9.65%
-669,147
-0.43%
$59.05
59.05% $24.18
4.00%
HD
-10.88%
-102,600
-0.30%
$415.01
12.56% $362.87
2.45%
INTU
-12.33%
-77,795
-0.47%
$643.22
20.00% $771.86
3.31%
GWW
-12.63%
-360
-0.00%
$518.07
96.09% $1,015.88
0.00%
FDS
-15.69%
-2,378
-0.01%
$486.00
9.78% $438.45
0.06%
CBRE
-17.76%
-6,708
-0.01%
$108.50
26.73% $137.50
0.03%
ON
-52.05%
-14,590
-0.01%
$67.93
20.72% $53.85
0.00%
62 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.