Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Jensen Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 09, 2025. 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 Q1 2025, the filing reported:

New Buys - United Rentals, Inc.

Increases - Abbott Laboratories, Cadence Design Systems, Inc., The Campbell's Company, Copart, Inc., Hologic, Inc., and 1 more

Reductions - Apple Inc., Accenture plc, Automatic Data Processing, Inc., Air Products and Chemicals, Inc, Amphenol Corporation, and 61 more

Complete Exits - Ball Corporation, Maximus, 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
Q1 2025	AAPL Apple Inc.	Apple Inc.	Sell	-502,867	-15.1%	$627.82M	2,826,376
Q1 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+1,262,407	+1221.2%	$181.17M	1,365,785
Q1 2025	ACN Accenture plc	Accenture plc	Sell	-446,763	-19.6%	$572.77M	1,835,563
Q1 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-376,852	-22.7%	$392.17M	1,283,564
Q1 2025	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-1,940	-13.3%	$3.73M	12,640
Q1 2025	APH Amphenol Corporation	Amphenol Corporation	Sell	-2,085	-0.1%	$165.13M	2,517,591
Q1 2025	BAH Booz Allen Hamilton Holding Cor	Booz Allen Hamilton Holding Cor	Sell	-10,560	-22.3%	$3.86M	36,880
Q1 2025	BALL Ball Corporation	Ball Corporation	Sell - Position Exit	-44,441	-100.0%	$0.00	-
Q1 2025	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell	-9,500	-16.7%	$3.49M	47,375
Q1 2025	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-1,410	-9.6%	$3.05M	13,322
Q1 2025	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Sell	-235,570	-14.5%	$336.20M	1,386,609
Q1 2025	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Sell	-13,900	-15.6%	$6.73M	75,418
Q1 2025	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Buy	+125,899	+29.9%	$139.16M	547,156
Q1 2025	CHD Church & Dwight Company, Inc.	Church & Dwight Company, Inc.	Sell	-10,430	-18.6%	$5.02M	45,580
Q1 2025	CLX Clorox Company (The)	Clorox Company (The)	Sell	-3,310	-4.7%	$9.89M	67,185
Q1 2025	CPB The Campbell's Company	The Campbell's Company	Buy	+3,140	+2.4%	$5.29M	132,568
Q1 2025	CPRT Copart, Inc.	Copart, Inc.	Buy	+305,496	+8.7%	$215.73M	3,812,090
Q1 2025	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-600	-0.5%	$9.56M	125,009
Q1 2025	DCI Donaldson Company, Inc.	Donaldson Company, Inc.	Sell	-10,300	-13.4%	$4.48M	66,810
Q1 2025	ECL Ecolab Inc.	Ecolab Inc.	Sell	-628	-0.9%	$17.49M	68,986
Q1 2025	EFX Equifax, Inc.	Equifax, Inc.	Sell	-164,607	-13.4%	$259.74M	1,066,437
Q1 2025	EHC Encompass Health Corporation	Encompass Health Corporation	Sell	-10,900	-13.3%	$7.17M	70,830
Q1 2025	EMR Emerson Electric Company	Emerson Electric Company	Sell	-830	-0.9%	$10.15M	92,600
Q1 2025	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-1,600	-13.3%	$4.73M	10,400
Q1 2025	FFIV F5, Inc.	F5, Inc.	Sell	-7,290	-32.7%	$3.99M	14,990
Q1 2025	G Genpact	Genpact	Sell	-52,750	-27.0%	$7.19M	142,735
Q1 2025	GIS General Mills, Inc.	General Mills, Inc.	Sell	-7,970	-6.1%	$7.34M	122,745
Q1 2025	GNTX Gentex Corporation	Gentex Corporation	Sell	-17,380	-9.7%	$3.76M	161,540
Q1 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-459,957	-14.2%	$428.57M	2,771,379
Q1 2025	GPC Genuine Parts Company	Genuine Parts Company	Sell	-5,950	-18.3%	$3.17M	26,604

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