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  Equifax Inc. (EFX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 783,100 2.78 Reduce 5.01% 0.14 $180.07 $141,012,817 SEC
2025   Q4 824,439 2.81 Reduce 19.37% 0.63 $216.98 $178,886,774 SEC
2025   Q3 1,022,492 3.25 Reduce 0.40% 0.01 $256.53 $262,299,873 SEC
2025   Q2 1,026,607 3.12 Reduce 3.73% 0.11 $259.37 $266,271,058 SEC
2025   Q1 1,066,437 2.87 Reduce 13.37% 0.38 $243.56 $259,741,396 SEC
2024   Q4 1,231,044 2.84 Reduce 0.88% 0.03 $254.85 $313,731,563 SEC
2024   Q3 1,241,945 3.05 Reduce 17.51% 0.52 $293.86 $364,957,958 SEC
2024   Q2 1,505,501 2.99 Reduce 2.04% 0.06 $242.46 $365,023,772 SEC
2024   Q1 1,536,866 3.14 Reduce 0.80% 0.02 $267.52 $411,142,392 SEC
2023   Q4 1,549,231 2.90 Reduce 11.43% 0.29 $247.29 $383,109,334 SEC
2023   Q3 1,749,202 2.53 Add 11.34% 0.26 $183.18 $320,418,822 SEC
2023   Q2 1,570,978 2.71 Add 0.85% 0.02 $235.30 $369,651,123 SEC
2023   Q1 1,557,813 2.45 Reduce 3.35% 0.08 $199.69 $311,079,678 SEC
2022   Q4 1,611,758 2.45 Add 4.79% 0.11 $194.36 $313,261,285 SEC
2022   Q3 1,538,153 2.30 Add 13.59% 0.28 $171.43 $263,686,000 SEC
2022   Q2 1,354,123 2.05 Add 3.09% 0.06 $182.78 $247,507,000 SEC
2022   Q1 1,313,574 2.32 Add 5.88% 0.13 $237.10 $311,448,000 SEC
2021   Q4 1,240,583 2.55 Reduce 0.69% 0.02 $292.79 $363,230,000 SEC
2021   Q3 1,249,178 2.51 Reduce 5.36% 0.13 $253.42 $316,567,000 SEC
2021   Q2 1,319,948 2.39 Reduce 16.99% 0.39 $239.51 $316,141,000 SEC
2021   Q1 1,590,014 2.30 Add 3.60% 0.08 $181.13 $287,999,000 SEC
2020   Q4 1,534,741 2.45 Add 0.84% 0.02 $192.84 $295,959,000 SEC
2020   Q3 1,521,920 2.12 Add 12.96% 0.24 $156.90 $238,789,000 SEC
2020   Q2 1,347,335 2.22 Add 116.95% 1.20 $171.88 $231,580,000 SEC
2020   Q1 621,043 0.83 Add 430.35% 0.67 $119.45 $74,184,000 SEC
2019   Q4 117,100 0.16 Reduce 0.18% <0.01 $140.12 $16,408,000 SEC
2019   Q3 117,315 0.18 Reduce 1.20% <0.01 $140.67 $16,503,000 SEC
2019   Q2 118,745 0.18 Reduce 0.05% <0.01 $135.24 $16,059,000 SEC
2019   Q1 118,810 0.17 Reduce 1.34% <0.01 $118.50 $14,079,000 SEC
2018   Q4 120,420 0.16 Reduce 3.31% <0.01 $93.13 $11,215,000 SEC
2018   Q3 124,546 0.20 Reduce 1.42% <0.01 $130.57 $16,262,000 SEC
2018   Q2 126,340 0.21 Reduce 0.28% <0.01 $125.11 $15,806,000 SEC
2018   Q1 126,697 0.19 Reduce 1.24% <0.01 $117.81 $14,926,000 SEC
2017   Q4 128,283 0.19 Reduce 2.51% <0.01 $117.92 $15,127,000 SEC
2017   Q3 131,590 0.19 Reduce 2.86% <0.01 $105.99 $13,947,000 SEC
2017   Q2 135,466 0.25 Reduce 5.39% 0.01 $137.42 $18,616,000 SEC
2017   Q1 143,191 0.27 Reduce 1.14% <0.01 $136.74 $19,580,000 SEC
2016   Q4 144,837 0.25 Reduce 3.25% <0.01 $118.23 $17,124,000 SEC
2016   Q3 149,697 0.30 Reduce 2.34% <0.01 $134.58 $20,146,000 SEC
2016   Q2 153,288 0.31 Reduce 2.10% <0.01 $128.40 $19,682,000 SEC
2016   Q1 156,573 0.29 Reduce 1.98% <0.01 $114.29 $17,895,000 SEC
2015   Q4 159,741 0.30 Reduce 8.15% 0.02 $111.37 $17,790,000 SEC
2015   Q3 173,916 0.30 Reduce 86.39% 1.71 $97.18 $16,901,000 SEC
2015   Q2 1,277,393 1.98 Reduce 49.27% 1.76 $97.09 $124,022,000 SEC
2015   Q1 2,518,087 3.58 Reduce 21.89% 0.88 $93.00 $234,182,000 SEC
2014   Q4 3,223,733 4.03 Reduce 1.91% 0.07 $80.87 $260,703,000 SEC
2014   Q3 3,286,670 3.90 Reduce 3.21% 0.12 $74.74 $245,646,000 SEC
2014   Q2 3,395,794 3.71 Reduce 3.80% 0.13 $72.54 $246,331,000 SEC
2014   Q1 3,530,080 3.46 Add 1.10% 0.04 $68.03 $240,151,000 SEC
2013   Q4 3,491,694 3.43 Add 2.46% 0.08 $69.09 $241,241,000 SEC
2013   Q3 3,407,924 3.16 Add 9.57% 0.28 $59.85 $203,964,000 SEC
2013   Q2 3,110,196 3.01 Add 1.78% 0.05 $58.93 $183,284,000 SEC
2013   Q1 3,055,939 2.94 Add 3.36% 0.10 $57.59 $175,991,000 SEC
2012   Q4 2,956,471 2.99 Reduce 18.29% 0.55 $54.12 $160,004,000 SEC
2012   Q3 3,618,442 3.02 Reduce 19.10% 0.73 $46.58 $168,547,000 SEC
2012   Q2 4,473,002 3.80 Reduce 2.86% 0.10 $46.60 $208,441,000 SEC
2012   Q1 4,604,478 3.52 Reduce 3.90% 0.14 $44.26 $203,794,000 SEC
2011   Q4 4,791,373 3.48 Reduce 11.81% 0.20 $38.74 $185,617,000 SEC
2011   Q3 5,433,283 1.71 Reduce 1.44% 0.05 $30.74 $167,019,000 SEC
2011   Q2 5,512,405 3.34 Reduce 1.42% 0.06 $34.72 $191,390,000 SEC
2011   Q1 5,591,795 3.98 Add 3.08% 0.12 $38.85 $217,241,000 SEC
2010   Q4 5,424,876 4.02 Add 21.92% 0.72 $35.60 $193,126,000 SEC
2010   Q3 4,449,612 1.71 Add 9.01% 0.14 $31.20 $138,828,000 SEC
2010   Q2 4,081,717 1.62 Add 9.02% 0.13 $28.06 $114,533,000 SEC
2010   Q1 3,744,119 1.87 Reduce 0.28% 0.01 $35.80 $134,039,000 SEC
2009   Q4 3,754,817 3.67 Add 18.62% 0.58 $30.89 $115,986,000 SEC
2009   Q3 3,165,307 1.66 Add 1.98% 0.03 $29.14 $92,237,000 SEC
2009   Q2 3,103,757 1.70 Reduce 2.82% 0.05 $26.10 $81,008,000 SEC
2009   Q1 3,193,923 1.83 Add 1.28% 0.02 $24.45 $78,091,000 SEC
2008   Q4 3,153,677 1.76 Reduce 0.29% <0.01 $26.52 $83,636,000 SEC
2008   Q3 3,162,697 1.83 Add 1.42% 0.03 $34.45 $108,955,000 SEC
2008   Q2 3,118,437 2.02 Add 1.06% 0.02 $33.62 $104,842,000 SEC
2008   Q1 3,085,597 1.92 Reduce 1.52% 0.03 $34.48 $106,391,000 SEC
2007   Q4 3,133,342 1.86 Add 2.21% 0.04 $36.36 $113,928,000 SEC
2007   Q3 3,065,610 1.91 Add 3.06% 0.06 $38.12 $116,861,000 SEC
2007   Q2 2,974,690 2.30 Add 2.26% 0.05 $44.42 $132,136,000 SEC
2007   Q1 2,909,068 1.95 Add 0.90% 0.02 $36.45 $106,036,000 SEC
2006   Q4 2,883,168 4.34 Add 1.56% 0.07 $40.60 $117,057,000 SEC
2006   Q3 2,839,011 4.28 Reduce 0.35% 0.01 $36.71 $104,220,000 SEC
2006   Q2 2,848,886 4.23 Reduce 5.27% 0.24 $34.34 $97,831,000 SEC
2006   Q1 3,007,466 4.52 Reduce 13.72% 0.67 $37.24 $111,998,000 SEC
2005   Q4 3,485,816 4.89 Reduce 23.69% 1.31 $38.02 $132,531,000 SEC
2005   Q3 4,567,864 5.53 Reduce 0.04% <0.01 $34.94 $159,601,000 SEC
2005   Q2 4,569,574 5.52 Add 0.47% 0.03 $35.71 $163,179,000 SEC
2005   Q1 4,548,144 4.78 Add 2.89% 0.13 $30.69 $139,583,000 SEC
2004   Q4 4,420,569 4.35 Add 0.77% 0.03 $28.10 $124,218,000 SEC
2004   Q3 4,386,719 4.60 Add 9.94% 0.42 $26.36 $115,634,000 SEC
2004   Q2 3,989,969 4.06 Add 14.37% 0.51 $24.75 $98,752,000 SEC
2004   Q1 3,488,719 4.35 Add 2.45% 0.10 $25.82 $90,079,000 SEC
2003   Q4 3,405,319 4.32 Add 0.79% 0.03 $24.50 $83,430,000 SEC
2003   Q3 3,378,480 4.53 Add 5.21% 0.22 $22.27 $75,239,000 SEC
2003   Q2 3,211,270 5.49 Add 10.12% 0.50 $26.00 $83,493,000 SEC
2003   Q1 2,916,235 5.36 Add 11.66% 0.56 $19,990.00 $58,295,538,000 SEC
2002   Q4 2,611,717 5.73 Add 50.15% 1.91 $23.14 $60,435,000 SEC
2002   Q3 1,739,407 6.36 Add 15.09% 0.83 $21,740.00 $37,814,708,000 SEC
2002   Q2 1,511,377 7.85 Add 57.82% 2.88 $27,000.00 $40,807,179,000 SEC
2002   Q1 957,667 7.64 Add 84.04% 3.49 $29,900.00 $28,634,243,000 SEC
2001   Q4 520,347 5.88 Add 30.21% 1.36 $24,150.00 $12,566,380,000 SEC
2001   Q3 399,607 6.05 Add 8.54% 0.48 $21,900.00 $8,751,393,000 SEC
2001   Q2 368,182 8.99 Add 4.38% 0.38 $36,680.00 $13,504,916,000 SEC
2001   Q1 352,717 0.78 Add 5.47% 0.04 $2,898.66 $1,022,406,000 SEC
2000   Q4 334,427 6.59 Add 3.37% 0.22 $28,690.00 $9,594,711,000 SEC
2000   Q3 323,516 6.29 Buy 6.29 $26,940.00 $8,715,521,000 SEC