Eric H. Schoenstein - Jensen Investment Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+5.05B
+9,999%+
Winning Positions
+68.32%
138 wins / 202 positions
Average Gain (Winners)
$32.34M
+9,999%+ avg per position
Active Positions
82
56 losing positions
Portfolio Value Over Time
Total Positions Tracked
202
All holdings over time
Win/Loss Ratio
2.46
138 gains / 56 losses
Active vs. Exited
82 / 120
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $234.24K | $433.47M | $433.24M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Sep 2016 | ACTIVE | $134.94K | $416.68M | $416.55M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Jun 2015 | ACTIVE | $316.00 | $405.03M | $405.03M | +9,999%+ |
| PFE | Pfizer, Inc. | Healthcare | Jun 2013 | EXITED | $498.00 | $339.02M | $339.02M | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Sep 2015 | ACTIVE | $111.75K | $245.30M | $245.19M | +9,999%+ |
| SYK | Stryker Corporation | Healthcare | Jun 2013 | ACTIVE | $6.73K | $228.82M | $228.81M | +9,999%+ |
| LLY | Eli Lilly and Company | Healthcare | Sep 2013 | ACTIVE | $423.00 | $212.16M | $212.16M | +9,999%+ |
| SHW | Sherwin-Williams Company (The) | Basic Materials | Mar 2015 | ACTIVE | $555.00 | $200.76M | $200.76M | +9,999%+ |
| MMC | Marsh & McLennan Companies, Inc | Financial Services | Jun 2021 | ACTIVE | $166.73K | $199.68M | $199.51M | +9,999%+ |
| ABT | Abbott Laboratories | Healthcare | Jun 2013 | ACTIVE | $194.67K | $152.57M | $152.38M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.