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  NVIDIA Corp. (NVDA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,632,015 5.61 Reduce 27.59% 1.82 $174.40 $284,623,416 SEC
2025   Q4 2,253,736 6.61 Add 4.33% 0.27 $186.50 $420,321,764 SEC
2025   Q3 2,160,264 5.00 Add 23.59% 0.95 $186.58 $403,062,057 SEC
2025   Q2 1,747,996 3.24 Buy 3.24 $157.99 $276,165,888 SEC