Eric H. Schoenstein - Jensen Investment Management Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Jensen Investment Management portfolio managed by Eric H. Schoenstein was diversified across 9 sectors, according to the most recent SEC 13F filing dated May 05, 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 39.7% of total portfolio value, followed by Technology and Healthcare and Communication Services. Together, the top three sectors account for 66.0% 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 | 39.69% |
| Healthcare | 14.25% |
| Communication Services | 12.09% |
| Industrials | 9.16% |
| Financial Services | 9.08% |
| Consumer Cyclical | 7.30% |
| Basic Materials | 4.31% |
| Consumer Defensive | 3.72% |
| ETF | 0.12% |