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  ON Semiconductor Corp. (ON)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 SEC
2025   Q4 21,406 0.02 Reduce 48.36% 0.01 $54.15 $1,159,135 SEC
2025   Q3 41,450 0.03 $49.31 $2,043,900 SEC
2025   Q2 41,450 0.03 $52.41 $2,172,395 SEC
2025   Q1 41,450 0.02 Reduce 13.36% <0.01 $40.69 $1,686,601 SEC
2024   Q4 47,840 0.03 Add 17.51% <0.01 $63.05 $3,016,312 SEC
2024   Q3 40,710 0.02 Add 20.12% <0.01 $72.61 $2,955,953 SEC
2024   Q2 33,890 0.02 Add 9.22% <0.01 $68.55 $2,323,160 SEC
2024   Q1 31,030 0.02 Buy 0.02 $73.55 $2,282,257 SEC
2022   Q1 0 0.00 Sell 100.00% 0.01 SEC
2021   Q4 13,441 0.01 Reduce 52.05% <0.01 $67.93 $913,000 SEC
2021   Q3 28,031 0.01 $45.77 $1,283,000 SEC
2021   Q2 28,031 0.01 Reduce 31.18% <0.01 $38.28 $1,073,000 SEC
2021   Q1 40,731 0.01 Reduce 36.37% <0.01 $41.61 $1,695,000 SEC
2020   Q4 64,011 0.02 Reduce 22.31% <0.01 $32.73 $2,095,000 SEC
2020   Q3 82,391 0.02 Add 12.14% <0.01 $21.69 $1,787,000 SEC
2020   Q2 73,471 0.01 Add 15.03% <0.01 $19.82 $1,456,000 SEC
2020   Q1 63,871 0.01 Reduce 5.80% <0.01 $12.45 $795,000 SEC
2019   Q4 67,801 0.02 Add 13.66% <0.01 $24.38 $1,653,000 SEC
2019   Q3 59,651 0.01 Add 28.11% <0.01 $19.21 $1,146,000 SEC
2019   Q2 46,561 0.01 Reduce 8.06% <0.01 $20.21 $941,000 SEC
2019   Q1 50,641 0.01 Reduce 14.26% <0.01 $20.58 $1,042,000 SEC
2018   Q4 59,061 0.01 Add 22.56% <0.01 $16.51 $975,000 SEC
2018   Q3 48,191 0.01 Add 152.30% <0.01 $18.43 $888,000 SEC
2018   Q2 19,101 0.01 $22.25 $425,000 SEC
2018   Q1 19,101 0.01 Reduce 11.57% <0.01 $24.45 $467,000 SEC
2017   Q4 21,600 0.01 Buy 0.01 $20.93 $452,000 SEC