Eric H. Schoenstein - Jensen Investment Management Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Jensen Investment Management portfolio managed by Eric H. Schoenstein was diversified across 9 sectors, according to the most recent SEC 13F filing dated Feb 11, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 43.3% of total portfolio value, followed by Technology and Healthcare and Communication Services. Together, the top three sectors account for 68.4% of the portfolio, reflecting Eric H. Schoenstein's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Technology | 43.32% |
| Healthcare | 13.61% |
| Communication Services | 11.39% |
| Industrials | 9.73% |
| Financial Services | 7.75% |
| Consumer Cyclical | 6.79% |
| Consumer Defensive | 3.61% |
| Basic Materials | 3.44% |
| ETF | 0.13% |