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  Varian Medical Systems (VAR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.02 SEC
2020   Q2 13,010 0.02 Add 13.72% <0.01 $122.52 $1,594,000 SEC
2020   Q1 11,440 0.01 $102.62 $1,174,000 SEC
2019   Q4 11,440 0.02 Add 3.25% <0.01 $142.05 $1,625,000 SEC
2019   Q3 11,080 0.01 Add 105.57% <0.01 $119.13 $1,320,000 SEC
2019   Q2 5,390 0.01 Reduce 10.91% <0.01 $136.18 $734,000 SEC
2019   Q1 6,050 0.01 Reduce 9.70% <0.01 $141.65 $857,000 SEC
2018   Q4 6,700 0.01 $113.28 $759,000 SEC
2018   Q3 6,700 0.01 Add 48.56% <0.01 $111.94 $750,000 SEC
2018   Q2 4,510 0.01 $113.75 $513,000 SEC
2018   Q1 4,510 0.01 Reduce 38.05% <0.01 $122.62 $553,000 SEC
2017   Q4 7,280 0.01 Reduce 18.91% <0.01 $111.13 $809,000 SEC
2017   Q3 8,978 0.01 $100.02 $898,000 SEC
2017   Q2 8,978 0.01 Add 65.10% <0.01 $103.14 $926,000 SEC
2017   Q1 5,438 0.01 Reduce 6.21% <0.01 $91.21 $496,000 SEC
2016   Q4 5,798 0.01 Reduce 4.45% <0.01 $89.86 $521,000 SEC
2016   Q3 6,068 0.01 Reduce 27.79% <0.01 $99.54 $604,000 SEC
2016   Q2 8,403 0.01 Reduce 2.21% <0.01 $82.23 $691,000 SEC
2016   Q1 8,593 0.01 Reduce 20.90% <0.01 $80.07 $688,000 SEC
2015   Q4 10,863 0.01 Reduce 30.82% <0.01 $80.82 $878,000 SEC
2015   Q3 15,703 0.02 Reduce 99.18% 2.55 $73.81 $1,159,000 SEC
2015   Q2 1,905,943 2.57 Add 0.24% <0.01 $84.33 $160,728,000 SEC
2015   Q1 1,901,319 2.73 Add 0.31% <0.01 $94.09 $178,895,000 SEC
2014   Q4 1,895,518 2.54 Reduce 2.21% 0.05 $86.51 $163,981,000 SEC
2014   Q3 1,938,398 2.47 Reduce 3.49% 0.09 $80.12 $155,304,000 SEC
2014   Q2 2,008,418 2.51 Reduce 4.04% 0.10 $83.14 $166,980,000 SEC
2014   Q1 2,092,955 2.53 Add 0.99% 0.02 $83.99 $175,787,000 SEC
2013   Q4 2,072,485 2.29 Reduce 1.18% 0.03 $77.69 $161,011,000 SEC
2013   Q3 2,097,235 2.43 Add 1.30% 0.03 $74.73 $156,726,000 SEC
2013   Q2 2,070,303 2.29 Add 21.29% 0.40 $67.45 $139,642,000 SEC
2013   Q1 1,706,855 2.05 Reduce 0.97% 0.02 $72.00 $122,893,000 SEC
2012   Q4 1,723,508 2.26 Reduce 20.81% 0.49 $70.24 $121,059,000 SEC
2012   Q3 2,176,348 2.35 Add 1.72% 0.04 $60.32 $131,277,000 SEC
2012   Q2 2,139,508 2.37 Add 25.71% 0.48 $60.77 $130,017,000 SEC
2012   Q1 1,701,955 2.03 Add 30.50% 0.47 $68.96 $117,366,000 SEC
2011   Q4 1,304,190 1.64 Buy 1.64 $67.13 $87,550,000 SEC