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%).

2023 Q1 (64 results)
TECH
buy
+23,480
+0.02%
$72.43
32.78% $48.69
0.02%
LIN
buy
+1,995
+0.01%
$349.89
35.10% $472.71
0.01%
K
+31.72%
+20,540
+0.01%
$66.66
23.10% $82.06
0.04%
LII
+27.48%
+4,630
+0.01%
$245.32
125.15% $552.35
0.04%
KR
+13.21%
+17,180
+0.01%
$49.06
34.83% $66.15
0.06%
AON
+12.64%
+460
+0.00%
$313.00
18.56% $371.09
0.01%
RMD
+12.48%
+2,180
+0.00%
$215.95
16.79% $252.20
0.03%
CRL
+11.70%
+2,700
+0.00%
$198.03
26.93% $144.70
0.04%
MMC
+10.67%
+279,134
+0.36%
$164.88
39.50% $230.01
3.76%
PFE
+10.37%
+1,091,421
+0.35%
$40.38
42.17% $23.35
3.70%
INTU
+7.39%
+74,522
+0.26%
$440.09
75.32% $771.58
3.76%
ACN
+6.28%
+147,301
+0.33%
$282.66
12.38% $317.65
5.56%
TXN
+4.61%
+96,602
+0.14%
$184.24
4.44% $192.42
3.18%
SBUX
+4.12%
+121,590
+0.15%
$101.32
11.53% $89.64
3.81%
G
+3.80%
+3,211
+0.00%
$45.52
5.25% $43.13
0.04%
GIS
+2.27%
+2,330
+0.00%
$84.96
35.53% $54.77
0.07%
CL
-0.20%
-171
-0.00%
$75.25
19.92% $90.24
0.06%
ABT
-0.26%
-272
-0.00%
$99.08
34.82% $133.58
0.08%
KO
-0.31%
-400
-0.00%
$61.85
15.36% $71.35
0.06%
ADBE
-0.36%
-162
-0.00%
$381.90
9.17% $416.92
0.14%
CLX
-0.62%
-152
-0.00%
$154.44
17.32% $127.69
0.03%
EMR
-0.84%
-835
-0.00%
$85.59
44.30% $123.51
0.07%
ECL
-0.91%
-674
-0.00%
$163.28
63.56% $267.06
0.09%
OMC
-1.94%
-1,176
-0.00%
$92.74
22.98% $71.43
0.06%
WAT
-2.01%
-940
-0.00%
$304.67
15.26% $351.17
0.11%
MCHP
-2.51%
-2,300
-0.00%
$82.78
21.18% $65.25
0.06%
BR
-3.10%
-50,799
-0.06%
$145.11
69.08% $245.35
2.02%
NKE
-3.26%
-160,831
-0.15%
$120.10
47.71% $62.80
4.51%
MCO
-3.28%
-24,143
-0.06%
$300.94
62.47% $488.95
1.69%
MA
-3.31%
-25,598
-0.10%
$359.26
64.26% $590.12
2.94%
APH
-3.31%
-235,908
-0.08%
$40.33
131.49% $93.36
2.19%
MSFT
-3.34%
-75,184
-0.24%
$284.05
65.60% $470.38
6.90%
SYK
-3.34%
-88,019
-0.19%
$280.71
36.76% $383.89
5.64%
EFX
-3.35%
-53,945
-0.08%
$199.69
34.36% $268.31
2.45%
BLL
-3.37%
-104,794
-0.04%
$54.28
28.02% $69.49
1.29%
VRSK
-3.37%
-32,717
-0.05%
$190.96
67.36% $319.60
1.41%
UNH
-3.38%
-47,090
-0.17%
$470.06
35.49% $303.22
4.99%
ADP
-3.38%
-72,145
-0.12%
$219.49
48.90% $326.81
3.56%
ORCL
-3.40%
-5,615
-0.00%
$90.51
92.27% $174.02
0.11%
PG
-3.43%
-57,228
-0.10%
$147.45
11.24% $164.02
2.84%
HD
-3.48%
-37,212
-0.08%
$285.36
28.73% $367.33
2.32%
WM
-3.50%
-36,172
-0.08%
$161.53
46.31% $236.33
2.17%
UPS
-3.51%
-53,596
-0.08%
$191.09
48.58% $98.25
2.22%
AAPL
-3.51%
-137,463
-0.19%
$162.36
25.60% $203.92
5.21%
PEP
-3.71%
-123,578
-0.26%
$180.83
28.09% $130.03
6.77%
TSM
-6.30%
-672
-0.00%
$92.47
121.89% $205.18
0.01%
CHD
-6.86%
-5,300
-0.00%
$86.84
14.08% $99.07
0.05%
HAS
-10.52%
-6,552
-0.00%
$52.36
26.66% $66.32
0.00%
CPB
-10.82%
-6,610
-0.00%
$54.40
36.62% $34.48
0.02%
CPRT
-11.02%
-12,900
-0.01%
$73.48
31.78% $50.13
0.06%
GOOGL
-12.15%
-810,621
-0.68%
$100.89
72.15% $173.68
4.93%
BBY
-13.60%
-11,300
-0.01%
$75.32
3.05% $73.02
0.04%
URI
-14.02%
-996
-0.01%
$386.20
82.98% $706.65
0.03%
LEVI
-14.60%
-53,300
-0.01%
$17.99
3.00% $17.45
0.04%
JNJ
-15.47%
-389,951
-0.62%
$153.43
1.04% $155.03
3.37%
CTSH
-19.63%
-34,103
-0.02%
$59.81
34.23% $80.28
0.07%
TJX
-22.04%
-829,632
-0.50%
$76.91
67.01% $128.45
1.78%
MMM
-25.27%
-21,397
-0.02%
$102.78
41.56% $145.50
0.05%
BDX
-32.63%
-600,031
-1.27%
$245.17
29.25% $173.45
2.62%
LSTR
-100.00%
-8,321
-0.02%
$162.90
14.00% $140.09
0.00%
SPY
-100.00%
-630
-0.00%
$382.43
56.67% $599.14
0.00%
LIN
-100.00%
-1,817
-0.01%
$326.20
44.92% $472.71
0.00%
CRI
-100.00%
-35,140
-0.02%
$74.61
57.39% $31.79
0.00%
RS
-100.00%
-1,140
-0.00%
$202.44
53.03% $309.79
0.00%
64 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.