Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q2 2015)

According to the SEC 13F filed on Aug 07, 2026, the Jensen Investment Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2015. 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 2015, the filing reported:

New Buys - Apple Inc., Buckle, Inc. (The), Cracker Barrel Old Country Stor, C.H. Robinson Worldwide, Inc., Compass Minerals Intl Inc, and 15 more

Increases - Accenture plc, Best Buy Co., Inc., Becton, Dickinson and Company, Brinker International, Inc., Emerson Electric Company, and 11 more

Reductions - Adobe Inc., Automatic Data Processing, Inc., Amphenol Corporation, Baxter International Inc., Caterpillar, Inc., and 29 more

Complete Exits - Deckers Outdoor Corporation, Eastman Chemical Company, FMC Corporation, Hillenbrand Inc, Kellanova, and 7 more

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 2015	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+2,520	-	$316.00	2,520
Q2 2015	ACN Accenture plc	Accenture plc	Buy	+531	+0.0%	$355.27K	3,670,871
Q2 2015	ADBE Adobe Inc.	Adobe Inc.	Sell	-2,100	-2.4%	$6.81K	84,105
Q2 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,851	-1.1%	$13.32K	165,988
Q2 2015	APH Amphenol Corporation	Amphenol Corporation	Sell	-16,670	-0.5%	$182.65K	3,150,759
Q2 2015	BAX Baxter International Inc.	Baxter International Inc.	Sell	-540	-6.7%	$526.00	7,520
Q2 2015	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Buy	+190	+1.3%	$482.00	14,790
Q2 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+930	+0.0%	$360.62K	2,545,850
Q2 2015	BKE Buckle, Inc. (The)	Buckle, Inc. (The)	Buy - Position Entry	+11,550	-	$529.00	11,550
Q2 2015	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-820	-12.4%	$491.00	5,790
Q2 2015	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Buy - Position Entry	+3,670	-	$547.00	3,670
Q2 2015	CHRW C.H. Robinson Worldwide, Inc.	C.H. Robinson Worldwide, Inc.	Buy - Position Entry	+7,940	-	$495.00	7,940
Q2 2015	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-1,941	-0.1%	$217.33K	3,322,549
Q2 2015	CLX Clorox Company (The)	Clorox Company (The)	Sell	-1,500	-2.9%	$5.15K	49,545
Q2 2015	CMP Compass Minerals Intl Inc	Compass Minerals Intl Inc	Buy - Position Entry	+5,740	-	$471.00	5,740
Q2 2015	CPB The Campbell's Company	The Campbell's Company	Buy - Position Entry	+10,850	-	$517.00	10,850
Q2 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-1,710	-9.1%	$470.00	17,110
Q2 2015	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-236,931	-8.6%	$154.78K	2,533,683
Q2 2015	DE Deere & Company	Deere & Company	Sell	-400	-6.6%	$553.00	5,700
Q2 2015	DECK Deckers Outdoor Corporation	Deckers Outdoor Corporation	Sell - Position Exit	-7,430	-100.0%	$0.00	-
Q2 2015	DLX Deluxe Corporation	Deluxe Corporation	Sell	-420	-5.2%	$477.00	7,690
Q2 2015	EAT Brinker International, Inc.	Brinker International, Inc.	Buy	+10	+0.1%	$521.00	9,030
Q2 2015	ECL Ecolab Inc.	Ecolab Inc.	Sell	-1,927	-0.1%	$292.46K	2,586,581
Q2 2015	EFX Equifax, Inc.	Equifax, Inc.	Sell	-1,241,534	-49.3%	$124.02K	1,277,393
Q2 2015	EMN Eastman Chemical Company	Eastman Chemical Company	Sell - Position Exit	-7,330	-100.0%	$0.00	-
Q2 2015	EMR Emerson Electric Company	Emerson Electric Company	Buy	+12,138	+0.4%	$189.98K	3,427,379
Q2 2015	ENR Energizer Holdings, Inc.	Energizer Holdings, Inc.	Buy - Position Entry	+3,650	-	$480.00	3,650
Q2 2015	FMC FMC Corporation	FMC Corporation	Sell - Position Exit	-8,720	-100.0%	$0.00	-
Q2 2015	G4412G101 Herbalife	Herbalife	Sell	-7,040	-42.1%	$533.00	9,680
Q2 2015	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Sell	-650	-12.3%	$543.00	4,640

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