Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Broadridge Financial Solutions, Inc. (BR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 855,784 2.74 Add 11.22% 0.28 $162.48 $139,047,784 SEC
2025   Q4 769,449 2.70 Reduce 30.04% 0.98 $223.17 $171,717,933 SEC
2025   Q3 1,099,850 3.25 Reduce 15.21% 0.56 $238.17 $261,951,275 SEC
2025   Q2 1,297,083 3.69 Reduce 6.46% 0.24 $243.03 $315,230,081 SEC
2025   Q1 1,386,609 3.72 Reduce 14.52% 0.48 $242.46 $336,197,218 SEC
2024   Q4 1,622,179 3.32 Reduce 1.28% 0.04 $226.09 $366,758,450 SEC
2024   Q3 1,643,215 2.95 Reduce 5.47% 0.15 $215.03 $353,340,521 SEC
2024   Q2 1,738,280 2.80 Reduce 2.17% 0.06 $197.00 $342,441,160 SEC
2024   Q1 1,776,877 2.78 Reduce 0.34% <0.01 $204.86 $364,011,022 SEC
2023   Q4 1,782,855 2.78 Reduce 2.33% 0.06 $205.75 $366,822,416 SEC
2023   Q3 1,825,339 2.58 Add 2.43% 0.06 $179.05 $326,826,948 SEC
2023   Q2 1,782,104 2.17 Add 1.05% 0.02 $165.63 $295,169,886 SEC
2023   Q1 1,763,639 2.02 Reduce 3.10% 0.06 $145.11 $255,921,655 SEC
2022   Q4 1,820,083 1.91 Add 5.96% 0.11 $134.13 $244,127,733 SEC
2022   Q3 1,717,678 2.16 Reduce 1.09% 0.02 $144.32 $247,895,000 SEC
2022   Q2 1,736,658 2.05 Add 3.09% 0.06 $142.55 $247,561,000 SEC
2022   Q1 1,684,618 1.96 Add 0.77% 0.02 $155.71 $262,312,000 SEC
2021   Q4 1,671,728 2.15 Reduce 4.76% 0.11 $182.82 $305,625,000 SEC
2021   Q3 1,755,253 2.32 Reduce 9.88% 0.24 $166.64 $292,495,000 SEC
2021   Q2 1,947,670 2.38 Reduce 0.78% 0.02 $161.53 $314,607,000 SEC
2021   Q1 1,962,922 2.40 Add 2.03% 0.05 $153.10 $300,523,000 SEC
2020   Q4 1,923,880 2.44 Add 0.73% 0.02 $153.20 $294,738,000 SEC
2020   Q3 1,909,854 2.23 Add 0.45% 0.01 $132.00 $252,101,000 SEC
2020   Q2 1,901,214 2.30 Add 0.16% <0.01 $126.19 $239,914,000 SEC
2020   Q1 1,898,168 2.02 Add 14.63% 0.26 $94.83 $180,003,000 SEC
2019   Q4 1,655,898 2.03 Add 10.71% 0.20 $123.54 $204,570,000 SEC
2019   Q3 1,495,683 1.99 Add 27.64% 0.43 $124.43 $186,108,000 SEC
2019   Q2 1,171,813 1.71 Add 38.98% 0.48 $127.68 $149,617,000 SEC
2019   Q1 843,157 1.04 Add 8,174.36% 1.03 $103.69 $87,427,000 SEC
2018   Q4 10,190 0.01 Add 19.88% <0.01 $96.27 $981,000 SEC
2018   Q3 8,500 0.01 Reduce 0.76% <0.01 $132.00 $1,122,000 SEC
2018   Q2 8,565 0.01 Reduce 99.04% 1.27 $115.12 $986,000 SEC
2018   Q1 895,250 1.28 Reduce 13.22% 0.16 $109.69 $98,200,000 SEC
2017   Q4 1,031,665 1.19 Reduce 0.00% <0.01 $90.58 $93,448,000 SEC
2017   Q3 1,031,714 1.13 Add 0.07% <0.01 $80.82 $83,383,000 SEC
2017   Q2 1,030,949 1.07 Buy 1.07 $75.56 $77,899,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 SEC
2014   Q3 12,100 0.01 Add 3.24% <0.01 $41.65 $504,000 SEC
2014   Q2 11,720 0.01 Buy 0.01 $41.64 $488,000 SEC