Eric H. Schoenstein – Jensen Investment Management Portfolio Activity & Recent Trades (Jun 30, 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 – NVIDIA Corporation (NVDA), Eli Lilly and Company (LLY), Meta Platforms, Inc. (META)
Increases – Copart, Inc. (CPRT), Abbott Laboratories (ABT), Cadence Design Systems, Inc. (CDNS), Amphenol Corporation (APH), Hologic, Inc. (HOLX), and 10 more
Reductions – United Parcel Service, Inc. (UPS), 3M Company (MMM), Colgate-Palmolive Company (CL), Linde (LIN), RTX Corporation (RTX), and 43 more
Complete Exits – Lennox International, Inc. (LII), Marriott International (MAR), Starbucks Corporation (SBUX), Microchip Technology Incorporat (MCHP)

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

Balances
Holdings
Activity
Options
Allocation
Strategy

Jensen Investment Management Activity

DateSymbolTypeQuantity
Q2 2013Jun 30, 2013
TUP
Buy - Position Entry
+3,362
Q2 2013Jun 30, 2013
IBM
International Business Machines
Buy - Position Entry
+1,174
Page 111 of 111 • 3302 total trades
«‹
107108109110111