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
JWN - Nordstrom Inc.	Q4 2015	$49.79	Q3 2016	$51.87	+4.18%	Closed	History

LXK - Lexmark International Inc.	Q3 2014	$42.52	Q2 2015	$44.21	+3.97%	Closed	History

LXK - Lexmark Intl Inc	Q3 2010	$44.60	Q1 2014	$46.32	+3.86%	Closed	History

UPLMQ - Ultra Petroleum Corp	Q2 2013	$19.83	Q3 2013	$20.58	+3.78%	Closed	History

PPT - Putnam Premier Income Trust SBI	Q3 2000	$6,440.00	Q1 2004	$6,670.00	+3.57%	Closed	History

SCCO - Southern Copper Corp.	Q4 2014	$26.66	Q1 2015	$27.59	+3.48%	Closed	History

1028411Q - Gillette Company	Q1 2003	$30.94	Q3 2003	$32.00	+3.43%	Closed	History

HOLX -	Q4 2024	$72.09	Q4 2025	$74.49	+3.33%	Closed	History

UMPQ - Umpqua Holdings Corp	Q1 2005	$23.44	Q3 2005	$24.22	+3.33%	Closed	History

SFG - StanCorp Finl Group Inc	Q3 2001	$48.40	Q1 2007	$50.00	+3.31%	Closed	History

DLB - Dolby Laboratories, Inc.	Q2 2013	$33.43	Q3 2013	$34.51	+3.23%	Closed	History

JWN - Nordstrom, Inc.	Q2 2013	$59.94	Q4 2013	$61.81	+3.12%	Closed	History

ESRX - Express Scripts Holding Compan	Q1 2012	$54.13	Q2 2012	$55.80	+3.09%	Closed	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q2 2015	$149.05	Q4 2019	$153.64	+3.08%	Closed	History

SLGN - Silgan Holdings Inc.	Q4 2013	$24.03	Q1 2014	$24.75	+3.02%	Closed	History

DECK - Deckers Outdoor Corp.	Q3 2015	$9.68	Q1 2017	$9.96	+2.87%	Closed	History

VRSK - Verisk Analytics, Inc.	Q3 2020	$185.23	Open	$190.54	+2.87%	Open	History

DGX - Quest Diagnostics Inc.	Q2 2011	$59.05	Q3 2014	$60.72	+2.83%	Closed	History

BAX - Baxter International Inc.	Q1 2015	$37.20	Q4 2015	$38.15	+2.55%	Closed	History

DHR - Danaher Corp.	Q4 2006	$24.64	Q4 2009	$25.27	+2.55%	Closed	History

CACC - Credit Acceptance Corp.	Q2 2014	$123.18	Q3 2014	$126.14	+2.40%	Closed	History

FDX - FedEx Corp.	Q3 2004	$69.30	Q3 2005	$70.91	+2.33%	Closed	History

AMGN - Amgen Inc.	Q3 2001	$58.77	Q3 2009	$60.00	+2.09%	Closed	History

LLTC - Linear Technology Corp	Q4 2014	$45.58	Q2 2016	$46.53	+2.08%	Closed	History

ENDPQ - Endo Intl PLC	Q1 2014	$68.69	Q2 2014	$70.03	+1.95%	Closed	History

WMT - Walmart Inc.	Q3 2000	$16.04	Q3 2006	$16.33	+1.83%	Closed	History

3393199Q - Anheuser Busch	Q3 2000	$42.31	Q3 2005	$43.04	+1.73%	Closed	History

GD - General Dynamics Corp.	Q4 2015	$137.18	Q2 2016	$139.22	+1.49%	Closed	History

JGRW - Jensen Quality Growth ETF	Q4 2025	$27.06	Open	$27.33	+0.99%	Open	History

TGT - Target Corp.	Q3 2016	$68.67	Q1 2018	$69.35	+0.99%	Closed	History

BRSL - Brightstar Lottery PLC	Q4 2014	$17.25	Q1 2015	$17.41	+0.93%	Closed	History

SYY - Sysco Corp.	Q1 2005	$35.80	Q4 2013	$36.08	+0.78%	Closed	History

CPB - The Campbell's Co.	Q4 2011	$33.19	Q2 2012	$33.36	+0.51%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q1 2016	$48.84	Q2 2016	$49.06	+0.45%	Closed	History

K - Kellogg Company	Q2 2014	$65.64	Q1 2015	$65.90	+0.40%	Closed	History

RDS.A - Royal Dutch Shell ADR Class A	Q3 2005	$65.83	Q1 2007	$66.00	+0.26%	Closed	History

845780Q - Albertsons	Q3 2000	$21.00	Q1 2005	$21.04	+0.19%	Closed	History

BA - The Boeing Co.	Q2 2014	$127.17	Q3 2014	$127.39	+0.17%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2014	$41.64	Q3 2014	$41.65	+0.02%	Closed	History

2235894Q - Lucent Technologies	Q2 2002	$1,660.00	Q2 2002	$1,660.00	+0.00%	Closed	History

228510Q - Willamette Industries	Q4 2000	$46,940.00	Q4 2000	$46,940.00	+0.00%	Closed	History

316623Q - NRG Energy Inc	Q3 2000	$36,500.00	Q3 2000	$36,500.00	+0.00%	Closed	History

3517233Q - Ust	Q3 2000	$22,880.00	Q3 2000	$22,880.00	+0.00%	Closed	History

3520842Q - Ryerson Tull Inc	Q1 2003	$6.25	Q1 2003	$6.25	+0.00%	Closed	History

3621240Q - Bank One Corp	Q1 2001	$36,178.57	Q1 2001	$36,178.57	+0.00%	Closed	History

604898Q - Expedia Inc	Q3 2000	$12,870.00	Q3 2000	$12,870.00	+0.00%	Closed	History

6684 - Hewlett-Packard Co	Q4 2008	$40.82	Q4 2008	$40.82	+0.00%	Closed	History

6686 - Motorola	Q3 2000	$28,250.00	Q3 2000	$28,250.00	+0.00%	Closed	History

677004Q - Texaco Inc	Q3 2000	$52,500.00	Q3 2000	$52,500.00	+0.00%	Closed	History

8138927Q - 3COM Corp	Q1 2001	$5,722.69	Q1 2001	$5,722.69	+0.00%	Closed	History

8154689Q - Cardiac Pathways Corp	Q4 2000	$4,249.19	Q4 2000	$4,249.19	+0.00%	Closed	History

9489 - American Telephone	Q1 2001	$21,300.00	Q1 2001	$21,300.00	+0.00%	Closed	History

9489 - AT&T Corp	Q3 2001	$19,300.00	Q3 2001	$19,300.00	+0.00%	Closed	History

9570 - FPL Group Inc	Q4 2008	$42.55	Q4 2008	$42.55	+0.00%	Closed	History

AAP - Advance Auto Parts, Inc.	Q2 2010	$50.18	Q2 2010	$50.18	+0.00%	Closed	History

AAPL - Apple Inc.	Q3 2000	$459.82	Q3 2000	$459.82	+0.00%	Closed	History

AAPL - Apple Inc.	Q1 2001	$394.02	Q1 2001	$394.02	+0.00%	Closed	History

ACN - Accenture plc	Q3 2009	$36.73	Q3 2009	$36.73	+0.00%	Closed	History

AFL - Aflac Inc.	Q4 2007	$31.30	Q4 2007	$31.30	+0.00%	Closed	History

AGR.B - Agere Systems Class B	Q2 2002	$1,500.00	Q2 2002	$1,500.00	+0.00%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2011	$26.28	Q3 2011	$26.28	+0.00%	Closed	History

AKS - AK Steel Hldg Corp	Q3 2000	$9,370.00	Q3 2000	$9,370.00	+0.00%	Closed	History

ALL - The Allstate Corp.	Q4 2007	$52.09	Q4 2007	$52.09	+0.00%	Closed	History

ALR - Altera Corp.	Q3 2001	$16,380.00	Q3 2001	$16,380.00	+0.00%	Closed	History

AOL - America Online	Q3 2000	$53,750.18	Q3 2000	$53,750.18	+0.00%	Closed	History

ASFZ - Associates First Cap Corp	Q4 2000	$10.00	Q2 2002	$10.00	+0.00%	Closed	History

ASFZ - Associates First Cap Corp	Q1 2003	$1.00	Q1 2003	$1.00	+0.00%	Closed	History

ASFZ - Associates First Cap Corp	Q4 2003	$1,000.00	Q4 2003	$1,000.00	+0.00%	Closed	History

ASYS - Amtech Systems, Inc.	Q2 2003	$4.00	Q2 2003	$4.00	+0.00%	Closed	History

AVP - Avon Products Inc	Q3 2008	$41.38	Q3 2008	$41.38	+0.00%	Closed	History

AVP - Avon Products Inc	Q2 2013	$21.03	Q2 2013	$21.03	+0.00%	Closed	History

AVPTF - Advanced Pultrusion Technologies Inc	Q1 2003	$1.00	Q1 2003	$1.00	+0.00%	Closed	History

AWE - AT&T Wireless Services Inc.	Q3 2001	$14,937.50	Q3 2001	$14,937.50	+0.00%	Closed	History

AXP - American Express Co.	Q2 2003	$36.76	Q2 2003	$36.76	+0.00%	Closed	History

AXP - American Express Co.	Q2 2010	$39.77	Q2 2010	$39.77	+0.00%	Closed	History

AXP - American Express Co.	Q1 2016	$61.37	Q1 2016	$61.37	+0.00%	Closed	History

BAC - Bank of America Corp.	Q4 2008	$15.04	Q4 2008	$15.04	+0.00%	Closed	History

BALL - Ball Corp.	Q2 2009	$11.26	Q2 2009	$11.26	+0.00%	Closed	History

BALL - Ball Corp.	Q2 2010	$13.22	Q2 2010	$13.22	+0.00%	Closed	History

BALL - Ball Corp.	Q4 2010	$16.99	Q4 2010	$16.99	+0.00%	Closed	History

BAX - Baxter International Inc.	Q1 2011	$29.08	Q1 2011	$29.08	+0.00%	Closed	History

BAX - Baxter International Inc.	Q1 2012	$32.44	Q1 2012	$32.44	+0.00%	Closed	History

BAX - Baxter International Inc.	Q4 2013	$37.81	Q4 2013	$37.81	+0.00%	Closed	History

BAX - Baxter International Inc.	Q2 2016	$45.24	Q2 2016	$45.24	+0.00%	Closed	History

BBY - Best Buy Co., Inc.	Q1 2003	$17.98	Q1 2003	$17.98	+0.00%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2007	$63.86	Q4 2007	$63.86	+0.00%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2010	$51.89	Q2 2010	$51.89	+0.00%	Closed	History

BHP - BHP Group Ltd.	Q4 2008	$37.17	Q4 2008	$37.17	+0.00%	Closed	History

BKT - Blackrock Income Trust Inc	Q2 2003	$24.40	Q2 2003	$24.40	+0.00%	Closed	History

BNS - The Bank of Nova Scotia	Q4 2008	$21.74	Q4 2008	$21.74	+0.00%	Closed	History

BP - BP p.l.c.	Q4 2008	$46.17	Q4 2008	$46.17	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2000	$64,400,000.00	Q3 2000	$64,400,000.00	+0.00%	Closed	History

BRSL - Brightstar Lottery PLC	Q2 2014	$15.92	Q2 2014	$15.92	+0.00%	Closed	History

BRYG - Berkshire Hathaway Cl B	Q2 2003	$2,444.44	Q2 2003	$2,444.44	+0.00%	Closed	History

BRYG - Berkshire Hathaway Cl B	Q1 2009	$3,000.00	Q3 2009	$3,000.00	+0.00%	Closed	History

BWANY - Botswana Rst Ltd ADR	Q4 2003	$1,000.00	Q4 2003	$1,000.00	+0.00%	Closed	History

BZAG - Ballard Power Systems	Q2 2001	$46,560.00	Q2 2001	$46,560.00	+0.00%	Closed	History

C - Citigroup Inc.	Q2 2003	$10,000.00	Q2 2003	$10,000.00	+0.00%	Closed	History

CAG - Conagra Brands, Inc.	Q4 2008	$12.45	Q4 2008	$12.45	+0.00%	Closed	History

CAT - Caterpillar Inc.	Q4 2008	$58.82	Q4 2008	$58.82	+0.00%	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.