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  Donaldson Co. (DCI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 23,230 0.04 Reduce 42.03% 0.03 $84.87 $1,971,530 SEC
2025   Q4 40,070 0.06 Reduce 36.54% 0.02 $88.66 $3,552,606 SEC
2025   Q3 63,140 0.06 Reduce 5.49% <0.01 $81.85 $5,168,009 SEC
2025   Q2 66,810 0.05 $69.35 $4,633,274 SEC
2025   Q1 66,810 0.05 Reduce 13.36% <0.01 $67.06 $4,480,279 SEC
2024   Q4 77,110 0.05 Add 15.02% <0.01 $67.35 $5,193,359 SEC
2024   Q3 67,040 0.04 Add 18.11% <0.01 $73.70 $4,940,848 SEC
2024   Q2 56,760 0.03 $71.56 $4,061,746 SEC
2024   Q1 56,760 0.03 $74.68 $4,238,837 SEC
2023   Q4 56,760 0.03 Add 34.95% <0.01 $65.35 $3,709,266 SEC
2023   Q3 42,060 0.02 Reduce 3.29% <0.01 $59.64 $2,508,458 SEC
2023   Q2 43,490 0.02 Reduce 3.10% <0.01 $62.51 $2,718,560 SEC
2023   Q1 44,880 0.02 $64.50 $2,894,760 SEC
2022   Q4 44,880 0.02 $58.87 $2,642,086 SEC
2022   Q3 44,880 0.02 $49.02 $2,200,000 SEC
2022   Q2 44,880 0.02 $48.15 $2,161,000 SEC
2022   Q1 44,880 0.02 Add 21.07% <0.01 $51.94 $2,331,000 SEC
2021   Q4 37,070 0.02 $59.27 $2,197,000 SEC
2021   Q3 37,070 0.02 Reduce 14.25% <0.01 $57.40 $2,128,000 SEC
2021   Q2 43,230 0.02 Add 10.22% <0.01 $63.52 $2,746,000 SEC
2021   Q1 39,220 0.02 Add 6.26% <0.01 $58.16 $2,281,000 SEC
2020   Q4 36,910 0.02 Add 9.95% <0.01 $55.89 $2,063,000 SEC
2020   Q3 33,570 0.01 Add 55.71% <0.01 $46.41 $1,558,000 SEC
2020   Q2 21,560 0.01 Add 72.34% <0.01 $46.52 $1,003,000 SEC
2020   Q1 12,510 0.01 Add 51.64% <0.01 $38.61 $483,000 SEC
2019   Q4 8,250 <0.01 $57.58 $475,000 SEC
2019   Q3 8,250 <0.01 Buy <0.01 $52.12 $430,000 SEC
2010   Q3 0 0.00 Sell 100.00% <0.01 SEC
2010   Q2 5,610 <0.01 Buy <0.01 $42.60 $239,000 SEC