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 Jun 30, 2026, Eric H. Schoenstein's Jensen Investment Management portfolio reflects a quant / systematic investor approach across 82 reported 13F positions. Portfolio returns are distributed across holdings, with the top five positions representing approximately 32% of total exposure. 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 consumer discretionary. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Long-Term Holder, Broadly Diversified, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Quant / Systematic Investor
Traits: Long-Term Holder, Broadly Diversified, Structurally Diversified
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is lowly concentrated: top three names represent 19.7% of assets, top five 31.6%, and the largest single position is 6.9%.
Top 3 weight
19.7%
Top 5 weight
31.6%
Top 10 weight
55.3%
Largest position
6.9%
Top holdings: Alphabet Inc., Microsoft Corporation, Amazon.com, Inc., Apple Inc., NVIDIA Corporation — 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, Consumer Cyclical
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 6.9%, top ten 55.3%) and high economic diversification (HHI 0.03). Turnover tolerance maps to a moderate profile.
Largest position
6.9%
Top 10 weight
55.3%
Max sector
39.2%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Top-five concentration fell from 35.5% to 31.6%.
- Largest holding changed from Microsoft Corporation to Alphabet Inc..
- Quarter-over-quarter portfolio weight turnover: 13.6%.
For trade-level changes, see the Activity page. View activity.
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