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%).

2020 Q4 (69 results)
MCHP
+120.92%
+6,070
+0.01%
$276.19
76.21% $65.71
0.03%
KR
+89.29%
+38,180
+0.01%
$31.76
119.40% $69.69
0.02%
MMS
+78.60%
+13,150
+0.01%
$73.19
15.31% $84.40
0.02%
LSTR
+76.90%
+9,020
+0.01%
$134.65
4.11% $129.11
0.02%
VRSK
+73.42%
+1,740
+0.00%
$207.54
29.06% $267.86
0.01%
EXPD
+69.75%
+14,990
+0.01%
$95.12
26.01% $119.86
0.03%
CHD
+69.71%
+10,170
+0.01%
$87.24
6.01% $92.48
0.02%
BBY
+61.02%
+9,220
+0.01%
$99.79
28.22% $71.63
0.02%
HAS
+61.00%
+11,120
+0.01%
$93.53
13.24% $81.14
0.02%
LH
+53.38%
+5,920
+0.01%
$203.53
32.85% $270.38
0.03%
GPC
+53.19%
+11,090
+0.01%
$100.44
37.20% $137.80
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
63.01% $47.08
0.03%
CRI
+37.04%
+5,590
+0.00%
$94.05
72.28% $26.07
0.02%
HRC
+33.65%
+7,730
+0.01%
$97.98
59.17% $155.96
0.02%
WM
+31.27%
+308,264
+0.30%
$117.93
92.33% $226.81
1.26%
K
+30.16%
+7,640
+0.00%
$62.24
28.84% $80.19
0.02%
CPB
+27.56%
+9,720
+0.00%
$48.34
32.75% $32.51
0.02%
HD
+22.76%
+184,150
+0.41%
$265.62
50.36% $399.38
2.19%
TSM
+21.29%
+1,420
+0.00%
$109.02
119.11% $238.88
0.01%
LII
+20.74%
+1,630
+0.00%
$273.97
115.96% $591.66
0.02%
TDC
+12.43%
+4,320
+0.00%
$22.47
6.17% $21.08
0.00%
EHC
+12.18%
+4,450
+0.00%
$82.70
45.56% $120.38
0.03%
CCK
+12.01%
+3,770
+0.00%
$100.20
0.36% $100.56
0.03%
DCI
+9.95%
+3,340
+0.00%
$55.89
31.29% $73.38
0.02%
LEVI
+9.60%
+10,130
+0.00%
$20.08
5.29% $21.14
0.02%
TSCO
+6.21%
+590
+0.00%
$140.54
56.96% $60.49
0.01%
FFIV
+5.99%
+740
+0.00%
$175.95
79.22% $315.34
0.02%
PAYX
+0.96%
+280
+0.00%
$93.19
48.35% $138.25
0.02%
EFX
+0.84%
+12,821
+0.02%
$192.84
28.46% $247.72
2.45%
CBRE
+0.74%
+300
+0.00%
$62.73
153.36% $158.93
0.02%
BR
+0.73%
+14,026
+0.02%
$153.20
70.10% $260.60
2.44%
GIS
+0.64%
+42,471
+0.02%
$58.80
15.56% $49.65
3.24%
SYK
+0.54%
+12,965
+0.03%
$245.04
55.86% $381.91
4.95%
SBUX
+0.50%
+15,007
+0.01%
$106.98
15.31% $90.60
2.67%
PFE
+0.49%
+54,808
+0.02%
$36.81
31.70% $25.14
3.42%
TXN
+0.48%
+7,458
+0.01%
$164.13
18.55% $194.57
2.14%
MMM
+0.48%
+16,543
+0.02%
$174.79
12.82% $152.39
5.01%
MA
+0.47%
+3,916
+0.01%
$356.94
62.97% $581.70
2.48%
INTU
+0.47%
+5,088
+0.02%
$379.85
88.69% $716.74
3.43%
PEP
+0.47%
+24,829
+0.03%
$148.30
1.43% $150.42
6.54%
BDX
+0.46%
+12,340
+0.03%
$250.22
21.69% $195.94
5.56%
ADP
+0.46%
+8,269
+0.01%
$176.20
71.28% $301.79
2.65%
GOOGL
+0.46%
+39,500
+0.03%
$87.63
132.68% $203.90
6.24%
TJX
+0.45%
+15,192
+0.01%
$68.29
94.20% $132.62
1.93%
JNJ
+0.44%
+19,153
+0.02%
$157.38
12.24% $176.64
5.66%
MSFT
+0.43%
+16,532
+0.03%
$222.42
133.87% $520.17
7.08%
CTSH
+0.43%
+22,736
+0.02%
$81.95
14.58% $70.00
3.60%
UNH
+0.42%
+5,896
+0.02%
$350.68
13.31% $304.01
4.13%
ABBV
+0.20%
+52
+0.00%
$107.16
92.88% $206.69
0.02%
ABT
+0.14%
+150
+0.00%
$109.49
20.33% $131.75
0.10%
ECL
-0.03%
-26
-0.00%
$216.36
29.80% $280.83
0.14%
ADBE
-0.53%
-245
-0.00%
$500.12
29.05% $354.85
0.19%
WAT
-0.70%
-350
-0.00%
$247.42
17.83% $291.55
0.10%
AAPL
-3.95%
-179,065
-0.20%
$132.69
74.53% $231.59
4.79%
PG
-8.08%
-151,427
-0.17%
$139.14
10.94% $154.36
1.99%
ACN
-8.65%
-203,099
-0.44%
$261.21
5.44% $247.01
4.64%
EMR
-12.34%
-14,880
-0.01%
$80.37
63.93% $131.75
0.07%
NKE
-13.55%
-583,732
-0.68%
$141.47
45.59% $76.97
4.36%
ON
-22.31%
-18,380
-0.00%
$32.73
56.10% $51.09
0.02%
RTX
-23.59%
-8,250
-0.00%
$71.51
115.48% $154.09
0.02%
RS
-30.59%
-1,285
-0.00%
$119.68
139.01% $286.06
0.00%
UPS
-34.04%
-749,166
-1.05%
$168.40
47.46% $88.48
2.03%
LIN
-42.77%
-3,430
-0.01%
$263.62
82.11% $480.08
0.01%
VFC
-48.59%
-1,822,259
-1.29%
$85.41
84.69% $13.08
0.00%
APH
-89.91%
-5,379,016
-0.73%
$16.35
568.09% $109.21
0.08%
OMC
-89.95%
-1,082,107
-0.56%
$62.37
22.36% $76.31
0.06%
MDT
-100.00%
-5,090
-0.00%
$103.93
10.50% $93.02
0.00%
XLNX
-100.00%
-8,760
-0.01%
$104.22
87.02% $194.92
0.00%
69 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.