Eric H. Schoenstein - Jensen Investment Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 07, 2026, the Jensen Investment Management portfolio balances reported a total equity value of $4.13B across 83 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight Alphabet Inc Cap Stk Cl A (GOOGL) as the single largest position, accounting for 6.9% of total equity value, followed by Microsoft Corp (MSFT), Amazon.com Inc. (AMZN), Apple, Inc. (AAPL), and others. Collectively, the top five holdings represent 31.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.