Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q2 2025)

As of Jun 30, 2025, the Jensen Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 08, 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 Q2 2025, the filing reported:

New Buys - Eli Lilly and Company, Meta Platforms, Inc., NVIDIA Corporation

Increases - Abbott Laboratories, Aon Plc, Amphenol Corporation, Cadence Design Systems, Inc., Clorox Company (The), and 10 more

Reductions - Apple Inc., Accenture plc, Automatic Data Processing, Inc., Best Buy Co., Inc., Becton, Dickinson and Company, and 43 more

Complete Exits - Lennox International, Inc., Marriott International, Microchip Technology Incorporat, Starbucks Corporation

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 2025	AAPL Apple Inc.	Apple Inc.	Sell	-509,107	-18.0%	$475.43M	2,317,269
Q2 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+1,012,778	+74.2%	$323.51M	2,378,563
Q2 2025	ACN Accenture plc	Accenture plc	Sell	-508,553	-27.7%	$396.63M	1,327,010
Q2 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-342,778	-26.7%	$290.14M	940,786
Q2 2025	AON Aon Plc	Aon Plc	Buy	+970	+11.0%	$3.50M	9,800
Q2 2025	APH Amphenol Corporation	Amphenol Corporation	Buy	+94,418	+3.8%	$257.94M	2,612,009
Q2 2025	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell	-5,700	-12.0%	$2.80M	41,675
Q2 2025	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-820	-6.2%	$2.15M	12,502
Q2 2025	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Sell	-89,526	-6.5%	$315.23M	1,297,083
Q2 2025	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Sell	-10,050	-13.3%	$6.73M	65,368
Q2 2025	CDNS Cadence Design Systems, Inc.	Cadence Design Systems, Inc.	Buy	+276,240	+50.5%	$253.73M	823,396
Q2 2025	CHD Church & Dwight Company, Inc.	Church & Dwight Company, Inc.	Sell	-9,430	-20.7%	$3.47M	36,150
Q2 2025	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-60	-0.1%	$8.88M	97,699
Q2 2025	CLX Clorox Company (The)	Clorox Company (The)	Buy	+3,780	+5.6%	$8.52M	70,965
Q2 2025	CPB The Campbell's Company	The Campbell's Company	Buy	+1,000	+0.8%	$4.09M	133,568
Q2 2025	CPRT Copart, Inc.	Copart, Inc.	Buy	+1,503,771	+39.4%	$260.85M	5,315,861
Q2 2025	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-1,283	-1.0%	$9.65M	123,726
Q2 2025	ECL Ecolab Inc.	Ecolab Inc.	Sell	-1,000	-1.4%	$18.32M	67,986
Q2 2025	EFX Equifax, Inc.	Equifax, Inc.	Sell	-39,830	-3.7%	$266.27M	1,026,607
Q2 2025	EHC Encompass Health Corporation	Encompass Health Corporation	Sell	-13,270	-18.7%	$7.06M	57,560
Q2 2025	G Genpact	Genpact	Buy	+5,460	+3.8%	$6.52M	148,195
Q2 2025	GIS General Mills, Inc.	General Mills, Inc.	Buy	+2,470	+2.0%	$6.49M	125,215
Q2 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-396,201	-14.3%	$418.58M	2,375,178
Q2 2025	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-141,541	-46.8%	$58.88M	160,587
Q2 2025	HOLX Hologic, Inc.	Hologic, Inc.	Buy	+6,900	+13.4%	$3.79M	58,230
Q2 2025	IDXX IDEXX Laboratories, Inc.	IDEXX Laboratories, Inc.	Buy	+2,220	+27.1%	$5.58M	10,410
Q2 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-200,934	-24.2%	$494.98M	628,445
Q2 2025	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-198,552	-32.3%	$63.57M	416,198
Q2 2025	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+1,630	+4.8%	$5.81M	35,430
Q2 2025	KLAC KLA Corporation	KLA Corporation	Sell	-67,098	-14.7%	$348.47M	389,028

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