Eric H. Schoenstein - Jensen Investment Management Sector Allocation (Q2 2026)

As of Jun 30, 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 Aug 07, 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 39.1% of total portfolio value, followed by Technology and Healthcare and Consumer Cyclical. Together, the top three sectors account for 63.9% 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.