Eric H. Schoenstein Portfolio Analysis: Concentration in Top Holdings as of March 31, 2026

As of March 31, 2026, Eric H. Schoenstein's portfolio at Jensen Investment Management shows significant concentration in large-cap technology and other sectors. The holdings reflect a focus on established companies with strong market positions.

Microsoft Corp (MSFT) stands as the largest holding, representing 8.55% of the portfolio. Alphabet Inc Cap Stk Cl A (GOOGL) follows closely at 8.21%, while Apple, Inc. (AAPL) accounts for 7.98%. These three technology giants form a substantial portion of the investment strategy.

NVIDIA Corp (NVDA) and Amazon.com Inc. (AMZN) each hold around 5.61% and 5.01% respectively, further emphasizing the technology focus. Mastercard Inc (MA) at 4.84% adds to the financial services exposure.

KLA Corporation (KLAC) and Stryker Corp (SYK) each represent approximately 4.8% and 4.5% of the portfolio, highlighting concentration in select cyclical and healthcare sectors. Eli Lilly & Co. (LLY) and Sherwin-Williams Co (SHW) complete the top ten holdings with allocations of 4.18% and 3.96% respectively.

The data shows notable changes in share holdings. While Microsoft, Alphabet, and Apple saw share reductions (-11.74%, -5.43%, -19.33%), Amazon increased its position by 7.56%. Other stocks like Mastercard and KLA also showed positive share changes.

For detailed analysis, visit Eric H. Schoenstein's profile at https://www.insiderset.com/investor/eric-h-schoenstein-jensen-investment-management and explore individual stock positions at https://www.insiderset.com/investors/stocks/MSFT, https://www.insiderset.com/investors/stocks/GOOGL, https://www.insiderset.com/investors/stocks/AAPL, and other relevant company pages.