Eric H. Schoenstein - Jensen Investment Management Investment Strategy & Portfolio Analysis
How Jensen Investment Management allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, Eric H. Schoenstein's Jensen Investment Management portfolio reflects a growth-oriented investor approach across 82 reported 13F positions. Portfolio returns are led by Microsoft (~9% of total exposure), with the top five holdings representing approximately 35% of reported value. The portfolio maintains structural breadth across 82 positions, with economic weighting tilted toward large-cap technology and growth-oriented names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance anchored in growth-oriented names across technology, healthcare, and communication services. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Growth-Oriented Investor
Traits: Long-Term Holder, Structurally Diversified
Turnover profile
Buy & Hold
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 24.8% of assets, top five 35.5%, and the largest single position is 8.6%.
Top 3 weight
24.8%
Top 5 weight
35.5%
Top 10 weight
57.8%
Largest position
8.6%
Top holdings: Microsoft Corporation, Alphabet Inc., Apple Inc., NVIDIA Corporation, Amazon.com, Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Technology and Healthcare, with 9 sectors represented in the latest filing.
Leading sectors: Technology, Healthcare, Communication Services
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 8.6%, top ten 57.8%) and moderate economic diversification (HHI 0.03). Turnover tolerance maps to a buy & hold profile.
Largest position
8.6%
Top 10 weight
57.8%
Max sector
39.8%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Position count decreased from 87 to 82 (-5 names).
- Top-five concentration fell from 37.1% to 35.5%.
- Quarter-over-quarter portfolio weight turnover: 9.6%.
For trade-level changes, see the Activity page. View activity.
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Peer group with comparable portfolio behavior.
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