Eric H. Schoenstein Portfolio Analysis: Concentration in Top Holdings as of Dec 31, 2025

As of December 31, 2025, Eric H. Schoenstein's portfolio, managed at Jensen Investment Management, holds a substantial value of approximately $6.34 billion. This analysis focuses on the concentration observed in his top holdings during this period.

The portfolio demonstrates significant concentration in large-cap technology and healthcare stocks. Microsoft Corp (MSFT) stands as the largest holding, representing 10.1% of the total portfolio. Apple Inc. (AAPL) follows closely with an 8.46% allocation, while Alphabet Inc (GOOGL) accounts for 7.55%. NVIDIA Corp (NVDA) and Mastercard Inc (MA) further contribute to the concentration in Technology and Financial Services sectors, holding 6.61% and 4.34% respectively.

The portfolio also shows notable exposure to Healthcare, with Eli Lilly & Co. (LLY) at 4.22% and Stryker Corp (SYK) at 4.05%. Additionally, significant positions exist in Meta Platforms, Inc. (META) at 3.8% and Abbott Labs (ABT) at 3.69%. These allocations highlight the investor's focus on established large-cap companies across diverse sectors.

Examining share changes provides further insight. Microsoft saw a decrease in holdings (-12.68%), as did Apple (-14.11%) and Alphabet (-14.46%). Conversely, NVIDIA experienced an increase in shares (+4.33%), suggesting a recent accumulation. Mastercard (-16.99%), Eli Lilly (-46.13%), Stryker (-40.04%), Meta (-8.47%), and Abbott Labs (-22.26%) all showed reductions in their respective positions during the period.

For detailed information on Eric H. Schoenstein's investment profile, please visit Eric H. Schoenstein's profile. You can explore each stock holding in more detail by visiting their respective pages: Microsoft Corp, Apple Inc, Alphabet Inc, NVIDIA Corp, Mastercard Inc, Eli Lilly & Co, Amazon.com Inc, Stryker Corp, Meta Platforms Inc, and Abbott Labs.