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%).

2021 Q4 (62 results)
RMD
buy
+7,960
+0.01%
$260.43
9.39% $284.89
0.01%
MCHP
+300.00%
+62,670
+0.04%
$87.06
24.53% $65.71
0.05%
URI
+52.63%
+2,300
+0.01%
$332.23
173.57% $908.88
0.02%
LEVI
+33.17%
+59,480
+0.01%
$25.03
15.54% $21.14
0.04%
SMG
+24.82%
+9,200
+0.01%
$161.00
61.39% $62.17
0.05%
MA
+21.27%
+156,312
+0.39%
$359.32
61.89% $581.70
2.25%
FFIV
+19.45%
+4,490
+0.01%
$244.71
28.86% $315.34
0.05%
CHD
+18.97%
+12,020
+0.01%
$102.49
9.77% $92.48
0.05%
TSM
+16.10%
+1,800
+0.00%
$120.34
98.51% $238.88
0.01%
BBY
+15.82%
+8,580
+0.01%
$101.61
29.50% $71.63
0.04%
MMC
+15.44%
+184,815
+0.23%
$173.82
19.21% $207.21
1.69%
EHC
+10.08%
+9,090
+0.00%
$65.26
84.46% $120.38
0.05%
KR
+7.56%
+10,580
+0.00%
$45.26
53.98% $69.69
0.05%
CPB
+7.43%
+4,250
+0.00%
$43.46
25.20% $32.51
0.02%
MMS
+6.90%
+2,460
+0.00%
$79.67
5.94% $84.40
0.02%
K
+6.21%
+2,910
+0.00%
$64.42
24.48% $80.19
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
74.24% $26.07
0.02%
SYK
+4.99%
+115,154
+0.22%
$267.42
42.81% $381.91
4.55%
HAS
+3.95%
+2,810
+0.00%
$101.78
20.28% $81.14
0.05%
TXN
+3.88%
+57,828
+0.08%
$188.47
3.24% $194.57
2.05%
LH
+3.72%
+910
+0.00%
$314.21
13.95% $270.38
0.06%
SBUX
+2.73%
+93,157
+0.08%
$116.97
22.54% $90.60
2.88%
CCK
+2.66%
+1,760
+0.00%
$110.62
9.10% $100.56
0.05%
GPC
+2.55%
+1,400
+0.00%
$140.20
1.71% $137.80
0.06%
GIS
+0.89%
+27,892
+0.01%
$67.38
26.31% $49.65
1.50%
WAT
-0.18%
-85
-0.00%
$372.60
21.75% $291.55
0.12%
ADBE
-0.22%
-100
-0.00%
$567.07
37.42% $354.85
0.18%
ORCL
-0.22%
-400
-0.00%
$87.21
184.70% $248.28
0.11%
ECL
-0.25%
-185
-0.00%
$234.59
19.71% $280.83
0.12%
ABT
-0.47%
-500
-0.00%
$140.74
6.39% $131.75
0.11%
PEP
-0.59%
-29,873
-0.04%
$173.71
13.41% $150.42
6.11%
MMM
-0.59%
-19,180
-0.02%
$177.63
14.21% $152.39
4.06%
UNH
-0.64%
-8,100
-0.03%
$502.14
39.46% $304.01
4.45%
ADP
-0.69%
-15,235
-0.03%
$246.58
22.39% $301.79
3.80%
EFX
-0.69%
-8,595
-0.02%
$292.79
15.39% $247.72
2.55%
APH
-0.70%
-25,540
-0.01%
$43.73
149.74% $109.21
1.12%
NKE
-0.70%
-24,712
-0.03%
$166.67
53.82% $76.97
4.09%
BDX
-0.71%
-16,220
-0.03%
$251.48
22.09% $195.94
4.04%
PG
-0.71%
-16,590
-0.02%
$163.58
5.64% $154.36
2.67%
UPS
-0.72%
-8,906
-0.01%
$214.34
58.72% $88.48
1.85%
JNJ
-0.72%
-29,270
-0.04%
$171.07
3.26% $176.64
4.82%
VRSK
-0.73%
-5,540
-0.01%
$228.73
17.11% $267.86
1.21%
GOOGL
-0.75%
-48,660
-0.05%
$144.85
40.76% $203.90
6.57%
CTSH
-0.77%
-38,865
-0.02%
$88.72
21.10% $70.00
3.10%
KO
-0.79%
-1,045
-0.00%
$59.21
18.09% $69.92
0.05%
AAPL
-0.79%
-32,183
-0.04%
$177.57
30.42% $231.59
5.06%
TJX
-0.79%
-28,870
-0.02%
$75.92
74.68% $132.62
1.95%
ABBV
-2.07%
-500
-0.00%
$135.39
52.66% $206.69
0.02%
OMC
-3.10%
-3,000
-0.00%
$73.27
4.15% $76.31
0.05%
RTX
-4.28%
-1,000
-0.00%
$86.04
79.09% $154.09
0.01%
WM
-4.40%
-74,640
-0.09%
$166.90
35.90% $226.81
1.90%
BR
-4.76%
-83,525
-0.11%
$182.82
42.54% $260.60
2.15%
MSFT
-8.63%
-278,061
-0.66%
$336.32
54.67% $520.17
6.96%
ACN
-8.82%
-156,002
-0.45%
$414.55
40.41% $247.01
4.70%
PFE
-9.65%
-1,029,457
-0.43%
$59.05
57.43% $25.14
4.00%
HD
-10.88%
-102,600
-0.30%
$415.01
3.77% $399.38
2.45%
INTU
-12.33%
-103,040
-0.47%
$643.22
11.43% $716.74
3.31%
GWW
-12.63%
-360
-0.00%
$518.07
87.22% $969.93
0.00%
FDS
-15.69%
-3,030
-0.01%
$486.00
23.95% $369.62
0.06%
CBRE
-17.76%
-7,800
-0.01%
$108.50
46.48% $158.93
0.03%
ON
-52.05%
-14,590
-0.01%
$67.93
24.79% $51.09
0.00%
62 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.