Eric H. Schoenstein - Jensen Investment Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 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 Nov 06, 2025. 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 42.8% of total portfolio value, followed by Technology and Healthcare and Industrials. Together, the top three sectors account for 71.5% 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 | 42.83% | |
| Healthcare | 17.70% | |
| Industrials | 11.02% | |
| Financial Services | 10.32% | |
| Communication Services | 9.12% | |
| Consumer Defensive | 3.46% | |
| Basic Materials | 3.11% | |
| Consumer Cyclical | 2.38% | |
| ETF | 0.07% | |