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  SPDR S&P 500 ETF Trust (SPY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% <0.01 SEC
2022   Q4 630 <0.01 Buy <0.01 $382.43 $240,931 SEC
2019   Q1 0 0.00 Sell 100.00% 0.01 SEC
2018   Q4 1,700 0.01 Buy 0.01 $250.00 $425,000 SEC
2008   Q1 0 0.00 Sell 100.00% 0.02 SEC
2007   Q4 6,424 0.02 Buy 0.02 $146.17 $939,000 SEC