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
HSY - The Hershey Co.	Q4 2016	$103.37	Q3 2019	$154.94	+49.89%	Closed	History

LIN - Linde plc	Q1 2023	$349.89	Open	$522.54	+49.34%	Open	History

WWW - Wolverine World Wide, Inc.	Q4 2015	$16.73	Q1 2017	$24.98	+49.31%	Closed	History

CHD - Church & Dwight Co., Inc.	Q1 2020	$64.09	Open	$95.41	+48.87%	Open	History

VFC - V.F. Corp.	Q1 2017	$51.74	Q2 2018	$76.73	+48.30%	Closed	History

ZD - Ziff Davis, Inc.	Q2 2012	$22.96	Q1 2013	$34.03	+48.22%	Closed	History

CDWC - CDW Corp.	Q1 2006	$58.85	Q3 2007	$87.20	+48.17%	Closed	History

LLY - Eli Lilly and Co.	Q2 2025	$779.53	Open	$1,152.54	+47.85%	Open	History

XLNX - Xilinx Inc	Q3 2016	$54.32	Q3 2018	$80.08	+47.42%	Closed	History

LLY - Eli Lilly and Co.	Q2 2010	$33.52	Q4 2012	$49.30	+47.08%	Closed	History

SGI - Somnigroup International Inc.	Q3 2012	$7.47	Q3 2013	$10.98	+46.99%	Closed	History

LSTR - Landstar System, Inc.	Q3 2011	$39.48	Q1 2012	$57.68	+46.10%	Closed	History

COST - Costco Wholesale Corp.	Q2 2001	$41.08	Q3 2009	$60.00	+46.06%	Closed	History

ROST - Ross Stores, Inc.	Q4 2024	$151.27	Open	$220.93	+46.05%	Open	History

NTAP - NetApp, Inc.	Q2 2016	$24.58	Q3 2016	$35.80	+45.65%	Closed	History

PDCO - Patterson Companies	Q1 2009	$18.83	Q3 2009	$27.36	+45.30%	Closed	History

PKX - Posco	Q2 2005	$44.44	Q3 2006	$64.44	+45.00%	Closed	History

BVFF - Biovail Corporation	Q1 2008	$10.62	Q3 2009	$15.38	+44.82%	Closed	History

DVA - DaVita Inc.	Q3 2011	$31.22	Q1 2012	$44.96	+44.01%	Closed	History

GWW - W.W. Grainger, Inc.	Q3 2025	$952.96	Open	$1,371.07	+43.87%	Open	History

K - Kellanova	Q1 2024	$57.29	Q3 2025	$82.02	+43.17%	Closed	History

CZN - Crane Company	Q4 2014	$58.75	Q2 2019	$83.52	+42.16%	Closed	History

BALL - Ball Corp.	Q4 2012	$22.36	Q3 2014	$31.63	+41.47%	Closed	History

BCR - Bard (C.R.)	Q3 2009	$78.61	Q2 2013	$108.74	+38.33%	Closed	History

VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	Q1 2009	$35.25	Q3 2010	$48.76	+38.33%	Closed	History

158239Q - Lifemark Corp	Q3 2000	$8,250.00	Q4 2000	$11,370.00	+37.82%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2013	$104.73	Q2 2017	$144.26	+37.75%	Closed	History

ZD - Ziff Davis, Inc.	Q4 2014	$53.96	Q2 2017	$73.96	+37.07%	Closed	History

COL - Rockwell Collins Inc.	Q1 2012	$574.50	Q3 2014	$784.80	+36.61%	Closed	History

BIM - Biomet Inc	Q3 2000	$35,000.00	Q3 2004	$47,520.00	+35.77%	Closed	History

LH - Labcorp Holdings Inc.	Q2 2024	$203.51	Open	$275.68	+35.46%	Open	History

ROST - Ross Stores, Inc.	Q3 2007	$6.45	Q2 2008	$8.73	+35.40%	Closed	History

PII - Polaris Inc.	Q3 2016	$77.47	Q3 2017	$104.63	+35.06%	Closed	History

WMT - Walmart Inc.	Q3 2010	$17.81	Q1 2017	$24.01	+34.81%	Closed	History

PCL - Plum Creek Timber Co	Q3 2000	$22.31	Q3 2006	$30.00	+34.47%	Closed	History

AVP - Avon Products Inc	Q1 2009	$19.27	Q2 2009	$25.90	+34.41%	Closed	History

NVDA - NVIDIA Corp.	Q2 2025	$157.99	Open	$211.80	+34.06%	Open	History

WDFC - WD-40 Co.	Q3 2000	$21.25	Q3 2009	$28.44	+33.84%	Closed	History

XLNX - Xilinx Inc	Q1 2020	$77.90	Q3 2020	$104.22	+33.79%	Closed	History

3692470Q - Alltel Corp	Q3 2000	$52.19	Q3 2007	$69.71	+33.57%	Closed	History

SBUX - Starbucks Corp.	Q2 2020	$73.59	Q1 2025	$98.09	+33.29%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2011	$26.40	Q4 2011	$35.17	+33.22%	Closed	History

STJ - Saint Jude Med Inc	Q1 2013	$40.34	Q3 2013	$53.58	+32.82%	Closed	History

T - AT&T Inc.	Q3 2015	$24.59	Q2 2016	$32.64	+32.74%	Closed	History

VARI - Varian Inc	Q1 2003	$28.65	Q3 2004	$38.00	+32.64%	Closed	History

SOLV - Solventum Corp.	Q2 2024	$52.88	Q3 2024	$69.72	+31.85%	Closed	History

SONC - Sonic Corp	Q3 2016	$26.16	Q2 2018	$34.47	+31.77%	Closed	History

NTAP - NetApp, Inc.	Q4 2017	$55.30	Q1 2021	$72.64	+31.36%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2000	$5,000.00	Q1 2001	$6,562.50	+31.25%	Closed	History

NUS - Nu Skin Enterprises	Q1 2011	$28.68	Q2 2011	$37.46	+30.61%	Closed	History

TMBS - Timberline Software	Q1 2003	$4.36	Q2 2003	$5.67	+30.05%	Closed	History

DLM - Del Monte Foods Co	Q4 2002	$7.70	Q1 2006	$10.00	+29.87%	Closed	History

EV - Eaton Vance	Q1 2011	$32.18	Q1 2013	$41.74	+29.71%	Closed	History

VMW - VMware Inc Class A	Q4 2015	$56.57	Q3 2016	$73.32	+29.61%	Closed	History

FHI - Federated Investors Inc.	Q3 2010	$22.78	Q3 2014	$29.33	+28.75%	Closed	History

3346Q - U.S.Bancorp	Q3 2000	$22,750.29	Q4 2000	$29,190.06	+28.31%	Closed	History

ITT - ITT Inc.	Q2 2016	$32.00	Q1 2017	$41.00	+28.13%	Closed	History

GGG - Graco Inc.	Q1 2009	$5.65	Q2 2009	$7.23	+27.96%	Closed	History

HSY - The Hershey Co.	Q4 2015	$89.22	Q2 2016	$113.59	+27.31%	Closed	History

AMAT - Applied Materials, Inc.	Q1 2003	$12.58	Q2 2003	$16.00	+27.19%	Closed	History

AZO - AutoZone, Inc.	Q3 2007	$115.38	Q3 2009	$146.67	+27.12%	Closed	History

TWX - Time Warner Inc	Q3 2003	$44.22	Q3 2005	$56.01	+26.66%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2000	$35.63	Q2 2009	$45.12	+26.65%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q2 2021	$140.68	Open	$178.05	+26.56%	Open	History

HI - Hillenbrand Inc.	Q1 2016	$29.97	Q4 2018	$37.92	+26.53%	Closed	History

NDSN - Nordson Corp.	Q3 2025	$226.95	Open	$286.83	+26.38%	Open	History

LPS - Lender Processing Services	Q2 2008	$30.40	Q3 2009	$38.40	+26.32%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q3 2017	$97.36	Q1 2022	$122.97	+26.30%	Closed	History

CDNS - Cadence Design Systems, Inc.	Q4 2024	$300.46	Open	$376.80	+25.41%	Open	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2015	$60.99	Q1 2016	$76.22	+24.97%	Closed	History

LSTR - Landstar System, Inc.	Q3 2007	$41.95	Q1 2008	$52.17	+24.36%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2007	$7.28	Q3 2009	$9.04	+24.25%	Closed	History

CSCO - Cisco Systems, Inc.	Q2 2013	$24.32	Q4 2016	$30.18	+24.10%	Closed	History

BRO - Brown & Brown, Inc.	Q2 2008	$8.73	Q3 2008	$10.83	+24.07%	Closed	History

ROK - Rockwell Automation, Inc.	Q2 2019	$163.85	Q4 2019	$202.61	+23.66%	Closed	History

DB5 - Dun & Bradstreet Corp	Q1 2014	$99.27	Q2 2018	$122.66	+23.56%	Closed	History

LLY - Eli Lilly and Co.	Q3 2013	$50.36	Q2 2014	$62.18	+23.47%	Closed	History

FMCC - Freddie Mac	Q3 2000	$54.06	Q3 2006	$66.67	+23.33%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2000	$56.37	Q3 2005	$69.33	+22.99%	Closed	History

TPC - Tutor Perini Corp.	Q2 2009	$17.44	Q3 2009	$21.35	+22.42%	Closed	History

AME - AMETEK, Inc.	Q1 2009	$13.90	Q4 2009	$17.00	+22.29%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2010	$33.60	Q1 2011	$41.06	+22.20%	Closed	History

PFE - Pfizer Inc.	Q2 2013	$26.58	Q1 2017	$32.43	+21.98%	Closed	History

NUS - Nu Skin Enterprises Inc.	Q4 2015	$37.87	Q2 2016	$46.15	+21.86%	Closed	History

HD - The Home Depot, Inc.	Q3 2020	$277.71	Open	$337.74	+21.62%	Open	History

PGR - The Progressive Corp.	Q2 2012	$20.80	Q1 2013	$25.26	+21.44%	Closed	History

COL - Rockwell Collins Inc.	Q2 2009	$418.00	Q3 2009	$507.40	+21.39%	Closed	History

AAP - Advance Auto Parts, Inc.	Q3 2012	$68.40	Q3 2013	$82.75	+20.98%	Closed	History

LOW - Lowe's Companies, Inc.	Q3 2004	$26.88	Q3 2005	$32.50	+20.93%	Closed	History

PM - Philip Morris International Inc.	Q4 2014	$81.38	Q1 2016	$98.15	+20.61%	Closed	History

BAX - Baxter International Inc.	Q3 2012	$32.66	Q1 2013	$39.36	+20.52%	Closed	History

HPQ - HP Inc.	Q1 2016	$12.33	Q4 2016	$14.85	+20.44%	Closed	History

WMT - Walmart Inc.	Q3 2007	$14.55	Q1 2008	$17.47	+20.10%	Closed	History

ROST - Ross Stores, Inc.	Q1 2013	$30.31	Q3 2013	$36.37	+19.99%	Closed	History

ED - Consolidated Edison, Inc.	Q3 2000	$34.12	Q3 2009	$40.87	+19.78%	Closed	History

AON - Aon plc	Q4 2022	$300.14	Open	$358.89	+19.57%	Open	History

DE - Deere & Co.	Q2 2013	$81.25	Q2 2015	$97.02	+19.41%	Closed	History

SPL - Schering-Plough Corp	Q1 2004	$16.00	Q3 2004	$19.00	+18.75%	Closed	History

EV - Eaton Vance	Q1 2009	$22.74	Q2 2009	$26.96	+18.56%	Closed	History

MCRS - MICROS Systems Inc	Q3 2000	$15,000.00	Q3 2001	$17,760.00	+18.40%	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.