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%).

2019 Q4 (65 results)
FFIV
buy
+3,928
+0.01%
$139.63
111.23% $294.94
0.01%
K
buy
+9,900
+0.01%
$69.19
12.74% $78.01
0.01%
SBUX
buy
+2,300
+0.00%
$87.83
4.04% $91.37
0.00%
INTU
+212.49%
+519,183
+1.72%
$261.93
188.86% $756.60
2.53%
HBI
+45.72%
+11,112
+0.00%
$14.84
69.41% $4.54
0.01%
TSCO
+29.16%
+2,101
+0.00%
$93.45
43.29% $53.00
0.01%
VFC
+28.47%
+737,760
+0.73%
$99.66
88.45% $11.51
3.29%
UPS
+27.84%
+589,170
+0.68%
$117.06
14.87% $99.65
3.14%
NKE
+25.51%
+706,527
+0.71%
$101.31
39.80% $60.99
3.49%
CPB
+24.69%
+4,550
+0.00%
$49.43
36.52% $31.38
0.01%
GPC
+24.16%
+2,660
+0.00%
$106.22
12.33% $119.31
0.01%
CCK
+22.21%
+3,820
+0.00%
$72.55
43.29% $103.96
0.02%
HAS
+22.21%
+1,850
+0.00%
$105.60
31.89% $71.92
0.01%
CRI
+20.56%
+2,130
+0.00%
$109.37
72.23% $30.37
0.01%
EXPD
+20.45%
+2,840
+0.00%
$78.00
44.16% $112.45
0.01%
GIS
+18.50%
+802,755
+0.43%
$53.56
4.59% $51.10
2.73%
LSTR
+15.83%
+1,550
+0.00%
$113.84
21.39% $138.20
0.01%
LH
+13.74%
+1,000
+0.00%
$169.20
53.41% $259.57
0.01%
ON
+13.66%
+5,786
+0.00%
$24.38
120.55% $53.77
0.02%
TXN
+12.59%
+95,875
+0.19%
$128.29
59.66% $204.83
1.68%
GOOGL
+11.41%
+680,420
+0.45%
$66.97
154.53% $170.46
4.41%
PAYX
+10.94%
+2,570
+0.00%
$85.07
61.72% $137.58
0.02%
BR
+10.71%
+144,994
+0.20%
$123.54
92.33% $237.61
2.03%
MMM
+9.25%
+251,527
+0.46%
$176.42
16.32% $147.63
5.39%
CTSH
+6.95%
+311,040
+0.19%
$62.02
24.35% $77.12
2.94%
PFE
+6.16%
+514,725
+0.20%
$39.18
38.03% $24.28
3.45%
ACN
+5.27%
+96,800
+0.21%
$210.57
40.32% $295.48
4.25%
BMY
+4.52%
+1,175
+0.00%
$64.18
27.09% $46.79
0.02%
JNJ
+4.02%
+150,370
+0.22%
$145.87
4.68% $152.69
5.63%
VAR
+3.25%
+360
+0.00%
$142.05
-
0.02%
EHC
+2.47%
+506
+0.00%
$69.29
74.70% $121.04
0.02%
BBY
+2.15%
+350
+0.00%
$87.82
22.64% $67.93
0.01%
UTX
+0.06%
+2,270
+0.00%
$149.76
-
5.88%
OMC
+0.04%
+1,505
+0.00%
$81.02
12.81% $70.64
2.79%
AAPL
+0.03%
+1,700
+0.00%
$73.41
174.16% $201.27
4.67%
PEP
-0.02%
-809
-0.00%
$136.67
6.03% $128.43
6.50%
BDX
-0.03%
-741
-0.00%
$271.97
36.84% $171.77
6.76%
ADBE
-0.08%
-40
-0.00%
$329.81
17.49% $387.49
0.17%
LIN
-0.11%
-20
-0.00%
$212.91
117.28% $462.61
0.04%
EFX
-0.18%
-215
-0.00%
$140.12
84.62% $258.69
0.16%
ADP
-0.45%
-510
-0.00%
$170.50
75.14% $298.62
0.19%
KO
-0.66%
-1,000
-0.00%
$55.35
25.74% $69.60
0.08%
CBRE
-3.50%
-934
-0.00%
$61.28
122.64% $136.43
0.02%
MSFT
-4.20%
-196,209
-0.31%
$157.70
211.62% $491.42
7.00%
MA
-4.88%
-32,341
-0.10%
$298.59
84.15% $549.85
1.87%
MIDD
-8.27%
-780
-0.00%
$109.48
31.20% $143.64
0.01%
KR
-9.95%
-3,234
-0.00%
$28.98
149.57% $72.33
0.01%
SYK
-12.06%
-118,190
-0.37%
$209.94
86.66% $391.88
2.70%
WU
-13.69%
-4,280
-0.00%
$26.80
68.39% $8.47
0.01%
EMR
-17.77%
-644,290
-0.49%
$76.26
69.55% $129.30
2.25%
UNH
-18.78%
-213,552
-1.00%
$293.98
3.20% $303.38
4.34%
TDC
-21.04%
-6,930
-0.00%
$26.77
19.24% $21.62
0.01%
ORCL
-21.62%
-1,759,260
-0.92%
$52.98
299.13% $211.46
3.35%
NTAP
-22.47%
-2,704
-0.00%
$62.24
69.67% $105.60
0.01%
RS
-22.56%
-1,598
-0.00%
$119.81
158.78% $310.05
0.01%
WAT
-24.71%
-80,710
-0.19%
$233.65
50.21% $350.96
0.57%
TJX
-25.35%
-812,070
-0.49%
$61.06
101.52% $123.05
1.45%
ECL
-34.47%
-458,768
-0.88%
$192.99
38.11% $266.54
1.67%
APH
-47.90%
-6,426,180
-0.92%
$13.53
617.43% $97.06
1.00%
ROK
-51.37%
-2,430
-0.00%
$202.61
59.08% $322.31
0.00%
PG
-51.88%
-789,610
-0.98%
$124.90
27.33% $159.04
0.91%
EMN
-100.00%
-6,100
-0.00%
$73.77
3.31% $76.21
0.00%
HSY
-100.00%
-3,808
-0.01%
$154.94
8.53% $168.15
0.00%
8765432D
-100.00%
-32,620
-0.00%
$10.27
-
0.00%
AMG
-100.00%
-6,860
-0.01%
$83.38
127.05% $189.32
0.00%
65 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.