Copy Invest | Sonar Terminal

Robert Millen - Jensen Investment Management

880 trades · 801 closed · 79 open · Win rate: 38.5% · Avg return: +25.9% · Median return: 0%

⚠ 71 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
APH - Amphenol Corp.	Q4 2008	$3.00	Open	$158.37	+5,183.40%	Open	History

MSFT - Microsoft Corp.	Q3 2006	$27.33	Open	$384.93	+1,308.45%	Open	History

UNH - UnitedHealth Group Inc.	Q3 2010	$35.16	Open	$425.19	+1,109.30%	Open	History

AAPL - Apple Inc.	Q2 2015	$31.35	Open	$314.86	+904.34%	Open	History

ECL - Ecolab Inc.	Q4 2005	$36.27	Open	$269.75	+643.73%	Open	History

TSM - Taiwan Semiconductor	Q2 2020	$56.64	Open	$420.39	+642.21%	Open	History

TJX - The TJX Companies, Inc.	Q4 2012	$21.23	Open	$150.34	+608.32%	Open	History

ORCL - Oracle Corp.	Q2 2007	$20.00	Open	$127.94	+539.70%	Open	History

ABBV - AbbVie Inc.	Q1 2013	$40.77	Open	$244.78	+500.39%	Open	History

MA - Mastercard Inc.	Q3 2015	$90.12	Open	$538.02	+497.00%	Open	History

CI - The Cigna Group	Q3 2010	$35.84	Q4 2017	$203.10	+466.69%	Closed	History

JNJ - Johnson & Johnson	Q3 2000	$46.97	Open	$253.85	+440.45%	Open	History

WAT - Waters Corp.	Q4 2007	$79.07	Open	$376.39	+376.02%	Open	History

KLAC - KLA Corp.	Q2 2023	$48.50	Open	$230.37	+374.97%	Open	History

ADP - Automatic Data Processing, Inc.	Q3 2000	$53.03	Open	$246.44	+364.70%	Open	History

PG - The Procter & Gamble Co.	Q3 2000	$33.50	Open	$146.08	+336.06%	Open	History

ABT - Abbott Laboratories	Q3 2000	$21.35	Open	$88.96	+316.68%	Open	History

EMR - Emerson Electric Co.	Q3 2000	$33.50	Open	$136.09	+306.24%	Open	History

RS - Reliance, Inc.	Q3 2003	$11.00	Q3 2009	$43.00	+290.91%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2000	$23.60	Open	$91.03	+285.72%	Open	History

CTSH - Cognizant Technology Solutions Corp.	Q3 2008	$11.42	Open	$43.03	+276.96%	Open	History

TROW - T. Rowe Price Group, Inc.	Q3 2005	$32.65	Open	$116.07	+255.50%	Open	History

MMM - 3M Co.	Q1 2002	$48.08	Open	$156.58	+225.66%	Open	History

ON - ON Semiconductor Corp.	Q4 2017	$20.93	Q4 2021	$67.93	+224.56%	Closed	History

TXN - Texas Instruments Inc.	Q4 2018	$94.50	Open	$305.55	+223.33%	Open	History

WDC - Western Digital Corp.	Q2 2012	$23.03	Q3 2014	$73.59	+219.53%	Closed	History

RTX - RTX Corp.	Q2 2020	$61.62	Open	$193.39	+213.84%	Open	History

FFIV - F5, Inc.	Q4 2019	$139.63	Open	$431.26	+208.86%	Open	History

RS - Reliance, Inc.	Q2 2015	$60.49	Q1 2022	$183.20	+202.86%	Closed	History

KO - The Coca-Cola Co.	Q3 2000	$27.56	Open	$83.08	+201.45%	Open	History

PEP - PepsiCo, Inc.	Q3 2000	$46.00	Open	$135.45	+194.46%	Open	History

EHC - Encompass Health Corp.	Q4 2017	$39.31	Open	$108.73	+176.61%	Open	History

BBY - Best Buy Co., Inc.	Q2 2014	$30.99	Open	$83.98	+170.99%	Open	History

GOOGL - Alphabet Inc.	Q3 2021	$133.68	Open	$359.51	+168.94%	Open	History

DNEX - Dionex Corp	Q3 2000	$27.75	Q2 2010	$74.46	+168.32%	Closed	History

DLX - Deluxe Corp.	Q2 2011	$24.70	Q2 2018	$66.20	+168.02%	Closed	History

BF.B - Brown-Forman CL B	Q3 2000	$5.84	Q3 2008	$15.24	+160.93%	Closed	History

NUS - Nu Skin Enterprises	Q4 2012	$36.96	Q3 2013	$95.69	+158.90%	Closed	History

LII - Lennox International Inc.	Q3 2018	$218.26	Q1 2025	$560.83	+156.96%	Closed	History

GOOGL - Alphabet Inc.	Q3 2016	$40.20	Q1 2021	$103.13	+156.51%	Closed	History

WSM - Williams-Sonoma, Inc.	Q2 2022	$55.47	Q2 2024	$141.19	+154.52%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2011	$61.07	Open	$150.65	+146.69%	Open	History

TSCO - Tractor Supply Co.	Q3 2017	$12.66	Open	$30.55	+141.39%	Open	History

PAYX - Paychex, Inc.	Q3 2000	$52.87	Q3 2025	$126.76	+139.76%	Closed	History

KR - The Kroger Co.	Q4 2010	$11.20	Q3 2014	$26.02	+132.38%	Closed	History

BBY - Best Buy Co., Inc.	Q3 2012	$17.17	Q4 2013	$39.88	+132.27%	Closed	History

URI - United Rentals, Inc.	Q3 2021	$351.03	Q3 2024	$809.73	+130.67%	Closed	History

CBRE - CBRE Group, Inc.	Q4 2017	$43.30	Q1 2024	$97.24	+124.57%	Closed	History

LSTR - Landstar System, Inc.	Q4 2014	$72.58	Q4 2022	$162.90	+124.44%	Closed	History

GWW - W.W. Grainger, Inc.	Q4 2016	$232.26	Q4 2021	$518.07	+123.06%	Closed	History

OMC - Omnicom Group Inc.	Q3 2000	$36.47	Open	$80.75	+121.41%	Open	History

CHH - Choice Hotels International, Inc.	Q2 2016	$47.57	Q4 2019	$103.47	+117.51%	Closed	History

GD - General Dynamics Corp.	Q2 2010	$58.57	Q3 2014	$127.14	+117.07%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q4 2016	$52.98	Q3 2023	$114.63	+116.36%	Closed	History

CCK - Crown Holdings, Inc.	Q4 2015	$50.76	Open	$109.50	+115.72%	Open	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2011	$51.84	Q4 2014	$110.16	+112.47%	Closed	History

LMT - Lockheed Martin Corp.	Q2 2012	$86.99	Q3 2014	$182.70	+110.02%	Closed	History

BMC - BMC Software	Q3 2000	$19.06	Q3 2009	$40.00	+109.86%	Closed	History

LINEUR - Linde plc SH	Q4 2018	$156.04	Q4 2022	$326.20	+109.05%	Closed	History

WM - Waste Management, Inc.	Q3 2020	$113.17	Open	$234.27	+107.01%	Open	History

K - Kellogg	Q3 2000	$24.19	Q3 2009	$50.00	+106.70%	Closed	History

GPC - Genuine Parts Co.	Q3 2000	$19.06	Q3 2009	$38.25	+100.68%	Closed	History

MDT - Medtronic plc	Q3 2000	$51.81	Q3 2020	$103.93	+100.60%	Closed	History

GAGG - Garmin Ltd	Q4 2008	$18.99	Q3 2009	$37.81	+99.10%	Closed	History

INTU - Intuit Inc.	Q3 2017	$142.14	Open	$282.43	+98.70%	Open	History

KR - The Kroger Co.	Q3 2016	$29.70	Open	$58.74	+97.78%	Open	History

ZBRA - Zebra Technologies Corp.	Q3 2000	$21.36	Q3 2009	$42.20	+97.57%	Closed	History

NDSN - Nordson Corp.	Q3 2000	$14.18	Q3 2009	$27.89	+96.62%	Closed	History

PII - Polaris Inc.	Q1 2009	$10.59	Q3 2009	$20.65	+95.00%	Closed	History

NSRGY - Nestlé S.A.	Q4 2003	$24.87	Q2 2010	$48.44	+94.79%	Closed	History

KEYS - Keysight Technologies, Inc.	Q2 2023	$167.45	Open	$325.73	+94.52%	Open	History

HRB - H&R Block, Inc.	Q3 2000	$9.26	Q1 2009	$18.00	+94.28%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2017	$75.56	Open	$146.02	+93.25%	Open	History

RADG - Rite Aid Corp	Q4 2000	$2,370.00	Q2 2003	$4,570.00	+92.83%	Closed	History

ACN - Accenture plc	Q3 2012	$70.03	Open	$134.56	+92.15%	Open	History

MCD - McDonald's Corp.	Q3 2000	$30.19	Q3 2009	$56.98	+88.74%	Closed	History

WDR - Waddell & Reed Financial Inc	Q3 2010	$27.38	Q3 2013	$51.46	+87.95%	Closed	History

WDR - Waddell & Reed Financial Inc	Q4 2008	$15.47	Q3 2009	$28.57	+84.68%	Closed	History

SJM - The J. M. Smucker Co.	Q2 2002	$34.13	Q2 2004	$62.50	+83.12%	Closed	History

VAR - Varian Medical Systems	Q4 2011	$67.13	Q2 2020	$122.52	+82.51%	Closed	History

PX - Praxair Inc	Q4 2007	$88.68	Q3 2018	$160.73	+81.25%	Closed	History

JCN - Johnson Controls	Q1 2009	$12.32	Q2 2009	$22.11	+79.46%	Closed	History

XAT - XATA Corp	Q1 2003	$3.37	Q1 2004	$6.00	+78.04%	Closed	History

LEVI - Levi Strauss & Co.	Q2 2020	$13.41	Open	$23.79	+77.40%	Open	History

DCI - Donaldson Co., Inc.	Q3 2019	$52.12	Open	$89.73	+72.16%	Open	History

MCO - Moody's Corp.	Q2 2010	$19.90	Q1 2011	$33.88	+70.25%	Closed	History

URI - United Rentals, Inc.	Q1 2025	$626.70	Open	$1,065.83	+70.07%	Open	History

CTXS - Citrix Systems Inc.	Q3 2016	$85.31	Q1 2020	$141.58	+65.96%	Closed	History

MAR - Marriott International, Inc.	Q2 2016	$66.50	Q3 2017	$110.28	+65.83%	Closed	History

CDNS - Cadence Design Systems, Inc.	Q1 2022	$164.45	Q4 2023	$272.37	+65.62%	Closed	History

NUS - Nu Skin Enterprises Inc.	Q4 2016	$47.73	Q2 2018	$78.20	+63.84%	Closed	History

CVX - Chevron Corp.	Q4 2001	$44.81	Q1 2007	$73.33	+63.66%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2000	$44.56	Q3 2011	$72.62	+62.97%	Closed	History

CPRT - Copart, Inc.	Q1 2020	$17.11	Open	$27.52	+60.84%	Open	History

MCO - Moody's Corp.	Q2 2013	$60.96	Q3 2014	$94.43	+54.90%	Closed	History

UNP - Union Pacific Corp.	Q3 2000	$9,717.78	Q3 2004	$15,000.00	+54.36%	Closed	History

GPN - Global Payments Inc.	Q4 2011	$23.69	Q2 2014	$36.41	+53.67%	Closed	History

AVP - Avon Products	Q3 2000	$40,870.05	Q2 2003	$62,070.00	+51.87%	Closed	History

COL - Rockwell Collins Inc	Q4 2016	$92.75	Q3 2018	$140.31	+51.28%	Closed	History

UTX - United Technologies	Q2 2008	$62.50	Q1 2020	$94.33	+50.93%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.