Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q2 2026)

As of Jun 30, 2026, the Jensen Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 07, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Cintas Corporation

Increases - Aon Plc, Amphenol Corporation, Clorox Company (The), Amdocs, IDEXX Laboratories, Inc., and 4 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, Accenture plc, Adobe Inc., and 62 more

Complete Exits - Best Buy Co., Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AAPL Apple Inc.	Apple Inc.	Sell	-734,972	-46.1%	$249.13M	860,969
Q2 2026	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-80	-0.7%	$2.78M	11,064
Q2 2026	ABT Abbott Laboratories	Abbott Laboratories	Sell	-600,774	-40.4%	$80.33M	885,262
Q2 2026	ACN Accenture plc	Accenture plc	Sell	-6,089	-10.4%	$6.50M	52,235
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-287	-0.8%	$6.88M	33,545
Q2 2026	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-22,405	-21.4%	$18.47M	82,492
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-165,286	-13.6%	$251.24M	1,054,136
Q2 2026	AON Aon Plc	Aon Plc	Buy	+220	+0.9%	$8.55M	25,789
Q2 2026	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-2,204	-28.6%	$1.61M	5,491
Q2 2026	APH Amphenol Corporation	Amphenol Corporation	Buy	+389,297	+172.7%	$108.38M	614,660
Q2 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-53,567	-12.0%	$148.11M	392,082
Q2 2026	BAH Booz Allen Hamilton Holding Cor	Booz Allen Hamilton Holding Cor	Sell	-1,120	-8.1%	$772.33K	12,730
Q2 2026	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell - Position Exit	-24,735	-100.0%	$0.00	-
Q2 2026	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-100	-4.7%	$308.71K	2,040
Q2 2026	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Sell	-475,658	-55.6%	$52.06M	380,126
Q2 2026	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Sell	-4,320	-7.6%	$5.88M	52,583
Q2 2026	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Sell	-197,306	-39.0%	$115.81M	308,555
Q2 2026	CHD Church & Dwight Company, Inc.	Church & Dwight Company, Inc.	Sell	-2,810	-8.1%	$3.07M	31,740
Q2 2026	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-3,411	-2.9%	$10.56M	115,229
Q2 2026	CLX Clorox Company (The)	Clorox Company (The)	Buy	+1,640	+3.6%	$4.56M	47,805
Q2 2026	CPB The Campbell's Company	The Campbell's Company	Sell	-9,683	-30.8%	$484.04K	21,735
Q2 2026	CPRT Copart, Inc.	Copart, Inc.	Sell	-359,748	-22.4%	$35.06M	1,243,675
Q2 2026	CTAS Cintas Corporation	Cintas Corporation	Buy - Position Entry	+333,630	-	$56.74M	333,630
Q2 2026	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-2,550	-2.4%	$4.02M	103,867
Q2 2026	DCI Donaldson Company, Inc.	Donaldson Company, Inc.	Sell	-9,740	-41.9%	$1.21M	13,490
Q2 2026	ECL Ecolab Inc.	Ecolab Inc.	Sell	-424	-0.7%	$16.28M	58,436
Q2 2026	EFX Equifax, Inc.	Equifax, Inc.	Sell	-412,549	-52.7%	$58.81M	370,551
Q2 2026	EHC Encompass Health Corporation	Encompass Health Corporation	Sell	-11,400	-22.5%	$3.97M	39,260
Q2 2026	EMR Emerson Electric Company	Emerson Electric Company	Sell	-799	-1.1%	$10.55M	73,691
Q2 2026	FFIV F5, Inc.	F5, Inc.	Sell	-5,850	-43.9%	$3.11M	7,470

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