Robert Millen - Jensen Investment Management
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  ON Semiconductor Corp. (ON)
← All ON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 $54.99–73.76 · VW $62.64i SEC
2025   Q4 21,406 0.02 Reduce 48.36% 0.01 $44.56–57.52 · VW $51.13i $1,159,135 SEC
2025   Q3 41,450 0.03 $49.31 $2,043,900 SEC
2025   Q2 41,450 0.03 $52.41 $2,172,395 SEC
2025   Q1 41,450 0.02 Reduce 13.36% <0.01 $39.36–67.00 · VW $49.99i $1,686,601 SEC
2024   Q4 47,840 0.03 Add 17.51% <0.01 $62.78–76.06 · VW $69.07i $3,016,312 SEC
2024   Q3 40,710 0.02 Add 20.12% <0.01 $66.18–80.08 · VW $73.85i $2,955,953 SEC
2024   Q2 33,890 0.02 Add 9.22% <0.01 $59.34–77.22 · VW $70.29i $2,323,160 SEC
2024   Q1 31,030 0.02 Buy 0.02 $68.78–85.16 · VW $76.28i $2,282,257 SEC
2022   Q1 0 0.00 Sell 100.00% 0.01 $51.02–71.26 · VW $61.08i SEC
2021   Q4 13,441 0.01 Reduce 52.05% <0.01 $41.88–70.27 · VW $58.11i $913,000 SEC
2021   Q3 28,031 0.01 $45.77 $1,283,000 SEC
2021   Q2 28,031 <0.01 Reduce 31.18% <0.01 $35.12–44.59 · VW $39.12i $1,073,000 SEC
2021   Q1 40,731 0.01 Reduce 36.37% <0.01 $32.32–42.38 · VW $38.16i $1,695,000 SEC
2020   Q4 64,011 0.02 Reduce 22.31% <0.01 $21.91–32.93 · VW $27.51i $2,095,000 SEC
2020   Q3 82,391 0.02 Add 12.14% <0.01 $19.02–23.12 · VW $21.14i $1,787,000 SEC
2020   Q2 73,471 0.01 Add 15.03% <0.01 $10.61–21.38 · VW $16.77i $1,456,000 SEC
2020   Q1 63,871 0.01 Reduce 5.80% <0.01 $8.17–25.92 · VW $17.68i $795,000 SEC
2019   Q4 67,801 0.02 Add 13.66% <0.01 $17.04–24.70 · VW $20.99i $1,653,000 SEC
2019   Q3 59,651 0.01 Add 28.11% <0.01 $16.65–22.36 · VW $19.47i $1,146,000 SEC
2019   Q2 46,561 0.01 Reduce 8.06% <0.01 $17.31–23.54 · VW $20.48i $941,000 SEC
2019   Q1 50,641 0.01 Reduce 14.26% <0.01 $15.57–23.35 · VW $20.46i $1,042,000 SEC
2018   Q4 59,061 0.01 Add 22.56% <0.01 $14.55–20.06 · VW $17.45i $975,000 SEC
2018   Q3 48,191 0.01 Add 152.30% <0.01 $18.06–24.31 · VW $21.10i $888,000 SEC
2018   Q2 19,101 0.01 $22.25 $425,000 SEC
2018   Q1 19,101 0.01 Reduce 11.57% <0.01 $20.21–27.10 · VW $23.91i $467,000 SEC
2017   Q4 21,600 0.01 Buy 0.01 $18.52–22.15 · VW $20.48i $452,000 SEC
Price snapshot:
Current price$90.37
52-week low$44.56
52-week high$134.92