Eric H. Schoenstein Portfolio Update: December 2025 Insights
Eric H. Schoenstein's Jensen Investment Management portfolio totaled $6.34 billion as of December 31, 2025. Key holdings like Microsoft, Apple, and Amazon saw significant changes in allocation.
Eric H. Schoenstein's Jensen Investment Management portfolio, valued at $6.34 billion as of December 31, 2025, showed notable shifts in its top holdings during the period.
Microsoft (MSFT) saw a decrease in shares (-12.68%), while Apple (AAPL) and Alphabet (GOOGL) also reduced their allocations significantly. In contrast, Amazon.com (AMZN) increased its position substantially (100.0%).
NVIDIA Corp (NVDA) experienced modest share growth (+4.33%), whereas Mastercard (MA), Eli Lilly & Co. (LLY), Stryker Corp. (SYK), Meta Platforms (META), and Abbott Labs (ABT) all saw decreases in their respective allocations.