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
PFE - Pfizer Inc.	Q3 2010	$16.28	Q1 2011	$19.25	+18.24%	Closed	History

PFG - Principal Financial Group, Inc.	Q4 2004	$39.43	Q3 2005	$46.59	+18.16%	Closed	History

SPGI - S&P Global Inc.	Q2 2016	$101.46	Q3 2016	$119.85	+18.13%	Closed	History

TSS - Total System Services	Q3 2010	$15.25	Q1 2011	$18.01	+18.10%	Closed	History

RSLN - Roslyn Bancorp Inc com	Q3 2000	$22,369.93	Q2 2001	$26,299.83	+17.57%	Closed	History

ACN - Accenture plc	Q1 2011	$54.78	Q1 2012	$64.37	+17.51%	Closed	History

BAX - Baxter International Inc.	Q2 2010	$22.03	Q3 2010	$25.89	+17.50%	Closed	History

LSTR - Landstar System, Inc.	Q3 2025	$122.56	Q4 2025	$143.70	+17.25%	Closed	History

TXN - Texas Instruments Inc.	Q4 2014	$53.47	Q2 2016	$62.59	+17.06%	Closed	History

LULU - lululemon athletica inc.	Q3 2025	$177.93	Q4 2025	$207.81	+16.79%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2012	$71.57	Q3 2025	$83.53	+16.71%	Closed	History

SEIC - SEI Investments Co.	Q3 2010	$20.39	Q4 2010	$23.76	+16.53%	Closed	History

MCO - Moody's Corp.	Q1 2022	$337.41	Q1 2024	$393.03	+16.48%	Closed	History

502390Q - ITT Corp	Q2 2010	$44.83	Q4 2010	$52.17	+16.37%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2016	$63.29	Q3 2017	$73.64	+16.35%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2024	$258.05	Open	$299.40	+16.02%	Open	History

WAG - Walgreen Company	Q3 2010	$33.54	Q4 2010	$38.91	+16.01%	Closed	History

MR4 - Meridian Bioscience Inc	Q4 2014	$16.45	Q1 2015	$19.08	+15.99%	Closed	History

BBY - Best Buy Co., Inc.	Q2 2009	$33.33	Q3 2009	$38.64	+15.93%	Closed	History

FDO - Family Dollar Stores, Inc.	Q2 2013	$62.26	Q3 2013	$72.05	+15.72%	Closed	History

AXP - American Express Co.	Q3 2016	$64.08	Q4 2016	$74.09	+15.62%	Closed	History

DVA - DaVita Inc.	Q4 2013	$63.38	Q3 2014	$73.20	+15.49%	Closed	History

HNZ - Heinz	Q3 2000	$37.06	Q4 2009	$42.80	+15.49%	Closed	History

OAT - Quaker Oats Co	Q3 2000	$79,120.00	Q2 2001	$91,250.00	+15.33%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2010	$26.36	Q1 2011	$30.37	+15.21%	Closed	History

BCR - Bard (C.R.) Inc	Q1 2014	$148.07	Q2 2015	$170.53	+15.17%	Closed	History

LF1 - LandAmerica Financial	Q3 2000	$28,560.00	Q3 2002	$32,890.00	+15.16%	Closed	History

GPC - Genuine Parts Co.	Q4 2014	$106.49	Open	$122.16	+14.71%	Open	History

PII - Polaris Inc.	Q4 2015	$85.94	Q1 2016	$98.43	+14.53%	Closed	History

FLIR - Flir Systems Inc	Q2 2012	$19.49	Q4 2012	$22.31	+14.47%	Closed	History

MANH - Manhattan Associates, Inc.	Q1 2022	$138.72	Open	$158.60	+14.33%	Open	History

HBI - Hanesbrands Inc	Q3 2006	$23.33	Q4 2007	$26.67	+14.32%	Closed	History

COST - Costco Wholesale Corp.	Q3 2000	$34,940.00	Q4 2000	$39,940.00	+14.31%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q1 2010	$55.85	Q2 2014	$63.79	+14.22%	Closed	History

NSRGY - Nestlé S.A.	Q1 2015	$75.26	Q4 2017	$85.93	+14.18%	Closed	History

DLCA - Dell, Inc	Q2 2010	$12.07	Q3 2013	$13.78	+14.17%	Closed	History

EMN - Eastman Chemical Co.	Q3 2015	$64.63	Q3 2019	$73.77	+14.14%	Closed	History

JOSB - JOS A Bank Clothiers Inc	Q2 2012	$42.46	Q3 2012	$48.43	+14.06%	Closed	History

SLGN - Silgan Holdings Inc.	Q3 2014	$23.50	Q4 2014	$26.80	+14.05%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q2 2009	$21.33	Q3 2009	$24.30	+13.92%	Closed	History

FQX - Forest Labs	Q3 2010	$30.98	Q4 2012	$35.26	+13.82%	Closed	History

WRLD - World Acceptance Corp	Q2 2012	$65.71	Q4 2012	$74.50	+13.38%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2008	$21.14	Q2 2009	$23.96	+13.33%	Closed	History

TSS - Total System Services	Q4 2008	$14.19	Q3 2009	$16.08	+13.32%	Closed	History

HRC - Hill-Rom Holdings Inc.	Q1 2020	$100.57	Q2 2021	$113.59	+12.95%	Closed	History

DVA - DaVita Inc.	Q4 2016	$64.13	Q4 2017	$72.28	+12.71%	Closed	History

GD - General Dynamics Corp.	Q4 2008	$57.38	Q3 2009	$64.60	+12.58%	Closed	History

502390Q - ITT Corp	Q4 2008	$46.51	Q3 2009	$52.33	+12.51%	Closed	History

AVGO - Broadcom Inc.	Q4 2025	$346.10	Open	$389.11	+12.43%	Open	History

9489 - AT&T Corp	Q2 2002	$10,703.03	Q3 2002	$12,012.05	+12.23%	Closed	History

WAG - Walgreen Company	Q4 2011	$33.02	Q4 2012	$36.98	+11.99%	Closed	History

MLKN - MillerKnoll, Inc.	Q1 2016	$30.87	Q1 2022	$34.56	+11.95%	Closed	History

EXC - Exelon Corp.	Q2 2010	$27.14	Q3 2011	$30.36	+11.85%	Closed	History

SPH - Suburban Propane Partnership	Q2 2008	$37.65	Q3 2009	$42.06	+11.71%	Closed	History

BALL - Ball Corp.	Q2 2011	$19.20	Q1 2012	$21.40	+11.46%	Closed	History

GRMN - Garmin Ltd.	Q3 2010	$30.33	Q1 2011	$33.80	+11.44%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q2 2024	$487.20	Open	$540.68	+10.98%	Open	History

CPB - The Campbell's Co.	Q2 2015	$47.65	Q4 2015	$52.55	+10.28%	Closed	History

SHW - The Sherwin-Williams Co.	Q2 2024	$298.43	Open	$328.50	+10.08%	Open	History

EXPD - Expeditors International of Washington, Inc.	Q3 2014	$40.55	Q4 2014	$44.60	+9.99%	Closed	History

IBM - International Business Machines Corp.	Q3 2000	$107.55	Q2 2010	$118.07	+9.78%	Closed	History

ACN - Accenture plc	Q2 2010	$38.67	Q3 2010	$42.42	+9.70%	Closed	History

3517233Q - UST Inc	Q3 2007	$49.61	Q1 2008	$54.39	+9.64%	Closed	History

MMS - Maximus, Inc.	Q3 2020	$68.38	Q4 2024	$74.65	+9.17%	Closed	History

MSCI - MSCI Inc.	Q1 2024	$560.45	Open	$611.43	+9.10%	Open	History

MRK - Merck & Co., Inc.	Q1 2016	$50.51	Q2 2016	$55.03	+8.96%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q2 2013	$70.97	Q3 2013	$77.32	+8.95%	Closed	History

SYNA - Synaptics Inc.	Q2 2016	$53.77	Q3 2016	$58.58	+8.95%	Closed	History

3232248Q - Safeco Corp	Q2 2001	$29,500.00	Q1 2002	$32,009.80	+8.51%	Closed	History

AHP - Amer Home Products	Q3 2000	$56,559.99	Q4 2001	$61,359.98	+8.49%	Closed	History

RDPL - Royal Dutch NY Reg	Q3 2000	$59.94	Q2 2005	$65.00	+8.44%	Closed	History

TTC - The Toro Co.	Q1 2022	$85.51	Open	$92.72	+8.43%	Open	History

1028411Q - Gillette	Q3 2000	$30,870.00	Q4 2001	$33,400.00	+8.20%	Closed	History

MCO - Moody's Corp.	Q4 2015	$100.26	Q3 2016	$108.33	+8.05%	Closed	History

MSI - Motorola Solutions, Inc.	Q4 2025	$383.32	Open	$413.71	+7.93%	Open	History

SMG - The Scotts Miracle-Gro Co.	Q4 2014	$62.30	Q1 2015	$67.17	+7.82%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q2 2008	$24.03	Q4 2008	$25.84	+7.53%	Closed	History

MOO - Monsanto Co	Q3 2002	$15.29	Q1 2003	$16.40	+7.26%	Closed	History

AMZN - Amazon.com, Inc.	Q4 2025	$230.82	Open	$247.49	+7.22%	Open	History

MO - Altria Group, Inc.	Q2 2013	$34.99	Q1 2014	$37.42	+6.94%	Closed	History

ENR - Energizer Holdings Inc	Q3 2014	$123.23	Q2 2015	$131.51	+6.72%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2008	$20.62	Q4 2008	$21.99	+6.64%	Closed	History

UPBD - Upbound Group, Inc.	Q3 2007	$17.96	Q1 2009	$19.13	+6.51%	Closed	History

WWY - Wm. Wrigley Jr. Co	Q3 2000	$74.87	Q3 2008	$79.70	+6.45%	Closed	History

DLCA - Dell, Inc	Q3 2003	$33.50	Q3 2004	$35.50	+5.97%	Closed	History

LSTR - Landstar System, Inc.	Q3 2013	$55.89	Q1 2014	$59.22	+5.96%	Closed	History

ELOS - Syneron Medical Ltd	Q2 2006	$21.25	Q3 2006	$22.50	+5.88%	Closed	History

AVP - Avon Products Inc	Q3 2007	$37.50	Q1 2008	$39.65	+5.73%	Closed	History

VEEV - Veeva Systems Inc.	Q2 2024	$183.01	Open	$193.09	+5.51%	Open	History

SYNT - Syntel	Q2 2014	$43.01	Q3 2015	$45.32	+5.38%	Closed	History

WABC - Westamerica Bancorporation	Q3 2007	$50.00	Q2 2008	$52.63	+5.26%	Closed	History

FDCP - First Data Corp	Q2 2005	$40.14	Q3 2006	$42.22	+5.18%	Closed	History

TAN - Radioshack	Q1 2008	$157.10	Q3 2009	$165.20	+5.16%	Closed	History

MCD - McDonald's Corp.	Q4 2014	$93.77	Q3 2015	$98.47	+5.01%	Closed	History

2307532Q - American Power Conversion	Q3 2000	$19.06	Q3 2006	$20.00	+4.93%	Closed	History

EAT - Brinker International, Inc.	Q1 2013	$37.60	Q2 2013	$39.40	+4.79%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q1 2018	$93.76	Q3 2018	$97.91	+4.43%	Closed	History

VFC - V.F. Corp.	Q1 2019	$81.84	Q4 2020	$85.41	+4.37%	Closed	History

CPB - The Campbell's Co.	Q1 2011	$33.08	Q2 2011	$34.48	+4.23%	Closed	History

SHW - The Sherwin-Williams Co.	Q4 2007	$19.39	Q4 2008	$20.20	+4.19%	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.