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%).

2020 Q4 (69 results)
MCHP
+120.92%
+6,070
+0.01%
$276.19
74.20% $71.25
0.03%
KR
+89.29%
+38,180
+0.01%
$31.76
127.61% $72.30
0.02%
MMS
+78.60%
+9,533
+0.01%
$73.19
4.54% $69.87
0.02%
LSTR
+76.90%
+9,020
+0.01%
$134.65
2.52% $138.04
0.02%
VRSK
+73.42%
+1,740
+0.00%
$207.54
46.65% $304.36
0.01%
EXPD
+69.75%
+12,216
+0.01%
$95.12
18.17% $112.40
0.03%
CHD
+69.71%
+8,898
+0.01%
$87.24
9.24% $95.30
0.02%
BBY
+61.02%
+8,344
+0.01%
$99.79
32.00% $67.86
0.02%
HAS
+61.00%
+11,120
+0.01%
$93.53
23.13% $71.89
0.02%
LH
+53.38%
+4,469
+0.01%
$203.53
27.46% $259.42
0.03%
GPC
+53.19%
+8,872
+0.01%
$100.44
18.66% $119.18
0.03%
MLHR
+50.15%
+9,840
+0.00%
$33.81
14.35% $38.66
0.01%
CPRT
+40.22%
+7,260
+0.01%
$127.26
62.16% $48.16
0.03%
CRI
+37.04%
+5,590
+0.00%
$94.05
67.76% $30.32
0.02%
HRC
+33.65%
+6,068
+0.01%
$97.98
59.17% $155.96
0.02%
WM
+31.27%
+181,875
+0.30%
$117.93
94.70% $229.61
1.26%
K
+30.16%
+7,640
+0.00%
$62.24
25.36% $78.02
0.02%
CPB
+27.56%
+8,650
+0.00%
$48.34
35.15% $31.35
0.02%
HD
+22.76%
+184,150
+0.41%
$265.62
36.36% $362.21
2.19%
TSM
+21.29%
+1,420
+0.00%
$109.02
104.21% $222.64
0.01%
LII
+20.74%
+1,630
+0.00%
$273.97
106.19% $564.90
0.02%
TDC
+12.43%
+4,320
+0.00%
$22.47
3.81% $21.61
0.00%
EHC
+12.18%
+4,450
+0.00%
$82.70
46.29% $120.98
0.03%
CCK
+12.01%
+3,185
+0.00%
$100.20
3.80% $104.01
0.03%
DCI
+9.95%
+3,340
+0.00%
$55.89
23.88% $69.24
0.02%
LEVI
+9.60%
+7,496
+0.00%
$20.08
10.00% $18.07
0.02%
TSCO
+6.21%
+365
+0.00%
$140.54
62.36% $52.90
0.01%
FFIV
+5.99%
+740
+0.00%
$175.95
67.61% $294.92
0.02%
PAYX
+0.96%
+280
+0.00%
$93.19
47.75% $137.69
0.02%
EFX
+0.84%
+12,821
+0.02%
$192.84
34.19% $258.77
2.45%
CBRE
+0.74%
+300
+0.00%
$62.73
117.57% $136.48
0.02%
BR
+0.73%
+14,026
+0.02%
$153.20
54.95% $237.39
2.44%
GIS
+0.64%
+42,471
+0.02%
$58.80
13.08% $51.11
3.24%
SYK
+0.54%
+8,427
+0.03%
$245.04
60.04% $392.17
4.95%
SBUX
+0.50%
+15,007
+0.01%
$106.98
14.74% $91.21
2.67%
PFE
+0.49%
+54,808
+0.02%
$36.81
34.04% $24.28
3.42%
TXN
+0.48%
+4,735
+0.01%
$164.13
24.81% $204.85
2.14%
MMM
+0.48%
+16,543
+0.02%
$174.79
15.54% $147.63
5.01%
MA
+0.47%
+3,916
+0.01%
$356.94
53.92% $549.39
2.48%
INTU
+0.47%
+5,088
+0.02%
$379.85
99.15% $756.48
3.43%
PEP
+0.47%
+16,883
+0.03%
$148.30
13.48% $128.31
6.54%
GOOGL
+0.46%
+39,500
+0.03%
$87.63
94.52% $170.46
6.24%
BDX
+0.46%
+12,340
+0.03%
$250.22
31.29% $171.92
5.56%
ADP
+0.46%
+8,269
+0.01%
$176.20
69.45% $298.57
2.65%
TJX
+0.45%
+15,192
+0.01%
$68.29
80.20% $123.06
1.93%
JNJ
+0.44%
+14,747
+0.02%
$157.38
3.01% $152.65
5.66%
MSFT
+0.43%
+16,532
+0.03%
$222.42
120.83% $491.18
7.08%
CTSH
+0.43%
+19,552
+0.02%
$81.95
5.87% $77.14
3.60%
UNH
+0.42%
+5,896
+0.02%
$350.68
13.60% $302.99
4.13%
ABBV
+0.20%
+52
+0.00%
$107.16
73.40% $185.82
0.02%
ABT
+0.14%
+142
+0.00%
$109.49
25.09% $136.96
0.10%
ECL
-0.03%
-26
-0.00%
$216.36
23.21% $266.57
0.14%
ADBE
-0.53%
-229
-0.00%
$500.12
22.45% $387.86
0.19%
WAT
-0.70%
-350
-0.00%
$247.42
43.04% $353.92
0.10%
AAPL
-3.95%
-164,739
-0.20%
$132.69
51.58% $201.13
4.79%
PG
-8.08%
-151,427
-0.17%
$139.14
14.30% $159.04
1.99%
ACN
-8.65%
-203,099
-0.44%
$261.21
13.18% $295.65
4.64%
EMR
-12.34%
-12,350
-0.01%
$80.37
60.79% $129.23
0.07%
NKE
-13.55%
-583,732
-0.68%
$141.47
56.92% $60.94
4.36%
ON
-22.31%
-12,774
-0.00%
$32.73
64.44% $53.82
0.02%
RTX
-23.59%
-5,486
-0.00%
$71.51
96.68% $140.65
0.02%
RS
-30.59%
-1,285
-0.00%
$119.68
158.81% $309.75
0.00%
UPS
-34.04%
-749,166
-1.05%
$168.40
40.82% $99.66
2.03%
LIN
-42.77%
-3,430
-0.01%
$263.62
75.38% $462.32
0.01%
VFC
-48.59%
-1,102,466
-1.29%
$85.41
86.54% $11.50
0.00%
APH
-89.91%
-5,379,016
-0.73%
$16.35
493.70% $97.05
0.08%
OMC
-89.95%
-1,082,107
-0.56%
$62.37
13.15% $70.57
0.06%
MDT
-100.00%
-5,090
-0.00%
$103.93
17.05% $86.21
0.00%
XLNX
-100.00%
-8,453
-0.01%
$104.22
87.02% $194.92
0.00%
69 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.