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:
Increases – Copart, Inc. (CPRT), Abbott Laboratories (ABT), Cadence Design Systems, Inc. (CDNS), Amphenol Corporation (APH), Hologic, Inc. (HOLX), and 10 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Jensen Investment Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2015Jun 30, 2015 | WRLD World Acceptance Corporation | Sell - Position Exit | -6,700-100.0% |
Q2 2015Jun 30, 2015 | G4412G101 Herbalife | Sell | -7,040-42.1% |
Q2 2015Jun 30, 2015 | EMN Eastman Chemical Company | Sell - Position Exit | -7,330-100.0% |
Q2 2015Jun 30, 2015 | DECK Deckers Outdoor Corporation | Sell - Position Exit | -7,430-100.0% |
Q2 2015Jun 30, 2015 | SMG Scotts Miracle-Gro Company (The | Sell - Position Exit | -8,560-100.0% |
Q2 2015Jun 30, 2015 | K Kellanova | Sell - Position Exit | -8,710-100.0% |
Q2 2015Jun 30, 2015 | FMC FMC Corporation | Sell - Position Exit | -8,720-100.0% |
Q2 2015Jun 30, 2015 | TJX TJX Companies, Inc. (The) | Sell | -9,385-0.2% |
Q2 2015Jun 30, 2015 | MRK Merck & Company, Inc. | Sell - Position Exit | -9,530-100.0% |
Q2 2015Jun 30, 2015 | UPS United Parcel Service, Inc. | Sell | -12,001-0.7% |
Q2 2015Jun 30, 2015 | KO Coca-Cola Company (The) | Sell | -16,434-0.5% |
Q2 2015Jun 30, 2015 | APH Amphenol Corporation | Sell | -16,670-0.5% |
Q2 2015Jun 30, 2015 | HI Hillenbrand Inc | Sell - Position Exit | -17,790-100.0% |
Q2 2015Jun 30, 2015 | SCCO Southern Copper Corporation | Sell - Position Exit | -18,480-100.0% |
Q2 2015Jun 30, 2015 | MAT Mattel, Inc. | Sell - Position Exit | -21,900-100.0% |
Q2 2015Jun 30, 2015 | CTSH Cognizant Technology Solutions | Sell | -236,931-8.6% |
Q2 2015Jun 30, 2015 | NKE Nike, Inc. | Sell | -313,180-17.9% |
Q2 2015Jun 30, 2015 | WAT Waters Corporation | Sell | -355,745-21.5% |
Q2 2015Jun 30, 2015 | EFX Equifax, Inc. | Sell | -1,241,534-49.3% |
Q1 2015Mar 31, 2015 | MDT Medtronic | Buy - Position Entry | +4,309,371 |
Q1 2015Mar 31, 2015 | JNJ Johnson & Johnson | Buy | +1,612,040+7933.3% |
Q1 2015Mar 31, 2015 | PG Procter & Gamble Company (The) | Buy | +401,640+21.2% |
Q1 2015Mar 31, 2015 | EMR Emerson Electric Company | Buy | +300,822+9.7% |
Q1 2015Mar 31, 2015 | BMY Bristol-Myers Squibb Company | Buy - Position Entry | +33,000 |
Q1 2015Mar 31, 2015 | TJX TJX Companies, Inc. (The) | Buy | +18,610+0.4% |
Q1 2015Mar 31, 2015 | HI Hillenbrand Inc | Buy - Position Entry | +17,790 |
Q1 2015Mar 31, 2015 | MSFT Microsoft Corporation | Buy | +16,894+0.3% |
Q1 2015Mar 31, 2015 | ORCL Oracle Corporation | Buy | +15,395+0.2% |
Q1 2015Mar 31, 2015 | ACN Accenture plc | Buy | +13,079+0.4% |
Q1 2015Mar 31, 2015 | MRK Merck & Company, Inc. | Buy - Position Entry | +9,530 |