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  Emerson Electric (EMR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 74,490 0.19 Reduce 0.55% <0.01 $131.02 $9,759,680 SEC
2025   Q4 74,900 0.16 Reduce 18.50% 0.03 $132.72 $9,940,728 SEC
2025   Q3 91,900 0.15 Reduce 0.76% <0.01 $131.18 $12,055,442 SEC
2025   Q2 92,600 0.14 $133.33 $12,346,358 SEC
2025   Q1 92,600 0.11 Reduce 0.89% <0.01 $109.64 $10,152,664 SEC
2024   Q4 93,430 0.10 $123.93 $11,578,780 SEC
2024   Q3 93,430 0.09 Reduce 0.52% <0.01 $109.37 $10,218,439 SEC
2024   Q2 93,920 0.08 $110.16 $10,346,227 SEC
2024   Q1 93,920 0.08 $113.42 $10,652,406 SEC
2023   Q4 93,920 0.07 Reduce 0.48% <0.01 $97.33 $9,141,234 SEC
2023   Q3 94,377 0.07 Reduce 0.89% <0.01 $96.57 $9,113,987 SEC
2023   Q2 95,227 0.06 Reduce 3.05% <0.01 $90.39 $8,607,569 SEC
2023   Q1 98,220 0.07 Reduce 0.84% <0.01 $85.59 $8,406,650 SEC
2022   Q4 99,055 0.07 Reduce 2.80% <0.01 $96.06 $9,515,223 SEC
2022   Q3 101,905 0.06 $73.22 $7,461,000 SEC
2022   Q2 101,905 0.07 Reduce 0.23% <0.01 $79.54 $8,106,000 SEC
2022   Q1 102,137 0.07 $98.05 $10,015,000 SEC
2021   Q4 102,137 0.07 $92.97 $9,496,000 SEC
2021   Q3 102,137 0.08 Reduce 0.24% <0.01 $94.20 $9,621,000 SEC
2021   Q2 102,387 0.07 Reduce 1.56% <0.01 $96.24 $9,854,000 SEC
2021   Q1 104,012 0.08 Reduce 1.56% <0.01 $90.22 $9,384,000 SEC
2020   Q4 105,662 0.07 Reduce 12.34% <0.01 $80.37 $8,492,000 SEC
2020   Q3 120,542 0.07 Reduce 90.77% 0.71 $65.57 $7,904,000 SEC
2020   Q2 1,305,375 0.78 Reduce 56.41% 0.90 $62.03 $80,972,000 SEC
2020   Q1 2,994,710 1.60 Add 0.47% <0.01 $47.65 $142,698,000 SEC
2019   Q4 2,980,780 2.25 Reduce 17.77% 0.46 $76.26 $227,314,000 SEC
2019   Q3 3,625,070 2.59 Add 3.84% 0.10 $66.86 $242,372,000 SEC
2019   Q2 3,490,998 2.66 Add 23.66% 0.51 $66.72 $232,919,000 SEC
2019   Q1 2,823,019 2.30 Add 4.69% 0.10 $68.47 $193,292,000 SEC
2018   Q4 2,696,654 2.28 Reduce 0.54% 0.01 $59.75 $161,125,000 SEC
2018   Q3 2,711,254 2.59 Reduce 0.04% <0.01 $76.58 $207,628,000 SEC
2018   Q2 2,712,384 2.52 Reduce 3.75% 0.09 $69.14 $187,534,000 SEC
2018   Q1 2,817,918 2.51 Add 0.44% 0.01 $68.30 $192,464,000 SEC
2017   Q4 2,805,463 2.50 Add 0.32% <0.01 $69.69 $195,513,000 SEC
2017   Q3 2,796,477 2.37 Reduce 0.46% 0.01 $62.84 $175,731,000 SEC
2017   Q2 2,809,467 2.29 Reduce 2.50% 0.06 $59.62 $167,500,000 SEC
2017   Q1 2,881,607 2.42 Reduce 0.39% <0.01 $59.86 $172,493,000 SEC
2016   Q4 2,892,870 2.36 Add 0.01% <0.01 $55.75 $161,277,000 SEC
2016   Q3 2,892,685 2.36 Reduce 0.15% <0.01 $54.51 $157,680,000 SEC
2016   Q2 2,896,892 2.34 Reduce 1.16% 0.03 $52.16 $151,102,000 SEC
2016   Q1 2,930,877 2.54 Add 1.16% 0.03 $54.38 $159,381,000 SEC
2015   Q4 2,897,244 2.32 Add 0.15% <0.01 $47.83 $138,575,000 SEC
2015   Q3 2,892,854 2.25 Reduce 15.60% 0.47 $44.17 $127,777,000 SEC
2015   Q2 3,427,379 3.04 Add 0.38% 0.01 $55.43 $189,980,000 SEC
2015   Q1 3,414,401 2.96 Add 9.63% 0.26 $56.62 $193,323,000 SEC
2014   Q4 3,114,419 2.97 Reduce 2.10% 0.07 $61.73 $192,253,000 SEC
2014   Q3 3,181,139 3.16 Reduce 3.30% 0.11 $62.58 $199,076,000 SEC
2014   Q2 3,289,647 3.29 Reduce 4.02% 0.13 $66.36 $218,301,000 SEC
2014   Q1 3,427,384 3.30 Add 1.13% 0.04 $66.80 $228,949,000 SEC
2013   Q4 3,389,030 3.38 Reduce 1.01% 0.03 $70.18 $237,842,000 SEC
2013   Q3 3,423,554 3.43 Reduce 11.91% 0.41 $64.70 $221,504,000 SEC
2013   Q2 3,886,418 3.48 Add 1.78% 0.06 $54.54 $211,965,000 SEC
2013   Q1 3,818,264 3.57 Add 1.75% 0.06 $55.87 $213,326,000 SEC
2012   Q4 3,752,493 3.72 Reduce 2.86% 0.10 $52.96 $198,732,000 SEC
2012   Q3 3,862,780 3.34 Reduce 16.90% 0.67 $48.27 $186,456,000 SEC
2012   Q2 4,648,165 3.94 Reduce 12.36% 0.59 $46.58 $216,511,000 SEC
2012   Q1 5,303,733 4.78 Reduce 0.61% 0.03 $52.18 $276,748,000 SEC
2011   Q4 5,336,453 4.66 Add 1.89% 0.09 $46.59 $248,625,000 SEC
2011   Q3 5,237,353 2.21 Add 9.85% 0.20 $41.31 $216,355,000 SEC
2011   Q2 4,767,843 4.68 Add 25.59% 0.95 $56.25 $268,191,000 SEC
2011   Q1 3,796,399 4.06 Add 5.58% 0.21 $58.43 $221,823,000 SEC
2010   Q4 3,595,735 4.28 Add 1.79% 0.08 $57.17 $205,568,000 SEC
2010   Q3 3,532,532 2.30 Reduce 1.94% 0.04 $52.66 $186,023,000 SEC
2010   Q2 3,602,272 2.23 Add 1.98% 0.04 $43.69 $157,383,000 SEC
2010   Q1 3,532,277 2.48 Add 33.51% 0.62 $50.34 $177,815,000 SEC
2009   Q4 2,645,767 3.57 Add 0.24% <0.01 $42.60 $112,710,000 SEC
2009   Q3 2,639,492 1.90 Add 2.36% 0.04 $40.08 $105,791,000 SEC
2009   Q2 2,578,578 1.76 Reduce 21.26% 0.47 $32.40 $83,546,000 SEC
2009   Q1 3,274,938 2.20 Add 1.76% 0.04 $28.58 $93,598,000 SEC
2008   Q4 3,218,315 2.48 Reduce 0.42% <0.01 $36.61 $117,823,000 SEC
2008   Q3 3,232,015 2.21 Add 26.64% 0.46 $40.79 $131,834,000 SEC
2008   Q2 2,552,123 2.44 Reduce 10.59% 0.28 $49.45 $126,202,000 SEC
2008   Q1 2,854,533 2.66 Reduce 8.52% 0.25 $51.46 $146,894,000 SEC
2007   Q4 3,120,293 2.88 Reduce 6.49% 0.19 $56.66 $176,796,000 SEC
2007   Q3 3,336,943 2.90 Add 3.20% 0.09 $53.22 $177,592,000 SEC
2007   Q2 3,233,443 2.64 Add 0.31% <0.01 $46.80 $151,325,000 SEC
2007   Q1 3,223,368 2.55 Add 2.45% 0.06 $43.09 $138,895,000 SEC
2006   Q4 3,146,348 5.14 Add 103.59% 2.62 $44.09 $138,722,000 SEC
2006   Q3 1,545,399 5.32 Reduce 7.06% 0.43 $83.86 $129,597,000 SEC
2006   Q2 1,662,774 6.03 Reduce 5.55% 0.33 $83.81 $139,357,000 SEC
2006   Q1 1,760,569 5.94 Reduce 13.71% 0.77 $83.63 $147,236,000 SEC
2005   Q4 2,040,334 5.63 Reduce 13.09% 0.76 $74.70 $152,413,000 SEC
2005   Q3 2,347,559 5.84 Add 0.20% 0.01 $71.80 $168,555,000 SEC
2005   Q2 2,342,859 4.97 Add 3.71% 0.18 $62.63 $146,733,000 SEC
2005   Q1 2,259,102 5.02 Add 3.16% 0.15 $64.93 $146,683,000 SEC
2004   Q4 2,189,857 5.38 Add 0.03% <0.01 $70.10 $153,509,000 SEC
2004   Q3 2,189,158 5.39 Add 8.21% 0.41 $61.89 $135,487,000 SEC
2004   Q2 2,023,058 5.28 Add 15.69% 0.72 $63.55 $128,565,000 SEC
2004   Q1 1,748,708 5.05 Add 5.92% 0.28 $59.92 $104,783,000 SEC
2003   Q4 1,651,008 5.54 Add 1.90% 0.10 $64.75 $106,903,000 SEC
2003   Q3 1,620,208 5.14 Add 4.58% 0.23 $52.65 $85,304,000 SEC
2003   Q2 1,549,208 5.21 Add 28.51% 1.16 $51.10 $79,165,000 SEC
2003   Q1 1,205,483 5.03 Add 12.97% 0.58 $45,350.00 $54,668,654,000 SEC
2002   Q4 1,067,051 5.14 Add 55.47% 1.83 $50.85 $54,260,000 SEC
2002   Q3 686,326 5.07 Add 17.43% 0.75 $43,940.00 $30,157,164,000 SEC
2002   Q2 584,441 6.02 Add 84.44% 2.76 $53,510.00 $31,273,438,000 SEC
2002   Q1 316,875 4.85 Add 314.30% 3.68 $57,390.00 $18,185,456,000 SEC
2001   Q4 76,485 2.04 Reduce 2.68% 0.07 $57,100.01 $4,367,294,000 SEC
2001   Q3 78,595 2.56 Add 28.59% 0.57 $47,060.00 $3,698,681,000 SEC
2001   Q2 61,120 2.46 Add 51.10% 0.83 $60,500.00 $3,697,760,000 SEC
2001   Q1 40,450 1.93 Add 20,125.00% 1.92 $62,000.00 $2,507,900,000 SEC
2000   Q4 200 0.01 $78,810.00 $15,762,000 SEC
2000   Q3 200 0.01 Buy 0.01 $67,000.00 $13,400,000 SEC