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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | APH Amphenol Corporation | Sell | -575,984-18.6% |
Q4 2024Dec 31, 2024 | SBUX Starbucks Corporation | Sell | -1,287,290-97.7% |
Q4 2024Dec 31, 2024 | BALL Ball Corporation | Sell | -2,242,939-98.1% |
Q3 2024Sep 30, 2024 | CPRT Copart, Inc. | Buy | +3,398,423+2466.0% |
Q3 2024Sep 30, 2024 | ZTS Zoetis Inc. | Buy | +184,829+9.4% |
Q3 2024Sep 30, 2024 | LEVI Levi Strauss & Co | Buy | +53,340+36.1% |
Q3 2024Sep 30, 2024 | CLX Clorox Company (The) | Buy | +29,940+106.1% |
Q3 2024Sep 30, 2024 | GNTX Gentex Corporation | Buy | +17,300+11.2% |
Q3 2024Sep 30, 2024 | BAH Booz Allen Hamilton Holding Cor | Buy | +12,160+39.4% |
Q3 2024Sep 30, 2024 | G Genpact | Buy | +11,410+6.4% |
Q3 2024Sep 30, 2024 | DCI Donaldson Company, Inc. | Buy | +10,280+18.1% |
Q3 2024Sep 30, 2024 | GIS General Mills, Inc. | Buy | +7,420+6.0% |
Q3 2024Sep 30, 2024 | CCK Crown Holdings, Inc. | Buy | +7,280+7.8% |
Q3 2024Sep 30, 2024 | ON ON Semiconductor Corporation | Buy | +6,820+20.1% |
Q3 2024Sep 30, 2024 | TTC Toro Company (The) | Buy | +6,810+17.6% |
Q3 2024Sep 30, 2024 | GPC Genuine Parts Company | Buy | +5,840+13.7% |
Q3 2024Sep 30, 2024 | APD Air Products and Chemicals, Inc | Buy | +5,190+65.0% |
Q3 2024Sep 30, 2024 | CPB The Campbell's Company | Buy | +4,200+3.5% |
Q3 2024Sep 30, 2024 | MAR Marriott International | Buy - Position Entry | +3,190 |
Q3 2024Sep 30, 2024 | IDXX IDEXX Laboratories, Inc. | Buy | +2,970+58.0% |
Q3 2024Sep 30, 2024 | KEYS Keysight Technologies Inc. | Buy | +2,960+8.5% |
Q3 2024Sep 30, 2024 | TECH Bio-Techne Corp | Buy | +2,700+5.2% |
Q3 2024Sep 30, 2024 | VEEV Veeva Systems Inc. | Buy | +2,021+9.5% |
Q3 2024Sep 30, 2024 | ULTA Ulta Beauty, Inc. | Buy | +1,720+17.9% |
Q3 2024Sep 30, 2024 | FDS FactSet Research Systems Inc. | Buy | +1,250+11.6% |
Q3 2024Sep 30, 2024 | MSCI MSCI Inc. | Buy | +1,080+11.7% |
Q3 2024Sep 30, 2024 | LH Labcorp Holdings Inc. | Buy | +900+2.5% |
Q3 2024Sep 30, 2024 | TSCO Tractor Supply Company | Buy | +770+3.1% |
Q3 2024Sep 30, 2024 | CTSH Cognizant Technology Solutions | Sell | -55-0.0% |
Q3 2024Sep 30, 2024 | ECL Ecolab Inc. | Sell | -62-0.1% |