Eric H. Schoenstein - Jensen Investment Management Portfolio Balances (Mar 31, 2026)

As of Mar 31, 2026, the Jensen Investment Management portfolio balances reported a total equity value of $5.07B across 84 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 05, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight Microsoft Corp (MSFT) as the single largest position, accounting for 8.5% of total equity value, followed by Alphabet Inc Cap Stk Cl A (GOOGL), Apple, Inc. (AAPL), NVIDIA Corp (NVDA), and others. Collectively, the top five holdings represent 35.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.