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  Microchip Technology (MCHP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.02 SEC
2025   Q1 28,200 0.02 Reduce 27.41% <0.01 $48.41 $1,365,162 SEC
2024   Q4 38,850 0.02 Reduce 17.08% <0.01 $57.35 $2,228,048 SEC
2024   Q3 46,850 0.03 Reduce 5.22% <0.01 $80.29 $3,761,587 SEC
2024   Q2 49,430 0.04 Reduce 10.26% <0.01 $91.50 $4,522,845 SEC
2024   Q1 55,080 0.04 Reduce 24.38% 0.01 $89.71 $4,941,227 SEC
2023   Q4 72,840 0.05 $90.18 $6,568,711 SEC
2023   Q3 72,840 0.04 Reduce 3.29% <0.01 $78.05 $5,685,162 SEC
2023   Q2 75,320 0.05 Reduce 15.66% <0.01 $89.59 $6,747,919 SEC
2023   Q1 89,300 0.06 Reduce 2.51% <0.01 $82.78 $7,392,254 SEC
2022   Q4 91,600 0.05 Reduce 21.10% 0.01 $70.25 $6,434,900 SEC
2022   Q3 116,100 0.06 $61.03 $7,086,000 SEC
2022   Q2 116,100 0.06 $58.08 $6,743,000 SEC
2022   Q1 116,100 0.07 Add 38.94% 0.02 $75.14 $8,724,000 SEC
2021   Q4 83,560 0.05 Add 100.00% 0.03 $87.06 $7,275,000 SEC
2021   Q3 41,780 0.05 Add 26.19% 0.01 $153.49 $6,413,000 SEC
2021   Q2 33,110 0.04 Add 43.27% 0.01 $149.74 $4,958,000 SEC
2021   Q1 23,110 0.03 Add 4.19% <0.01 $155.21 $3,587,000 SEC
2020   Q4 22,180 0.03 Add 120.92% 0.02 $138.10 $3,063,000 SEC
2020   Q3 10,040 0.01 Buy 0.01 $102.79 $1,032,000 SEC