Eric H. Schoenstein's Top Holdings: Jensen Investment Management Portfolio Analysis

Eric H. Schoenstein, managing director at Jensen Investment Management, saw his portfolio holdings shift significantly as of March 31, 2026. The analysis of his top holdings reveals a concentration in leading technology and healthcare companies, reflecting his investment strategy. For more insights into Eric H. Schoenstein's investment approach, visit Eric H. Schoenstein's profile.

Microsoft Corp (MSFT) remains a cornerstone of Schoenstein's portfolio, representing 8.55% of the total value. The position saw a reduction in shares during the period, with a 11.74% decrease in holdings.

Alphabet Inc (GOOGL) is another significant holding at 8.21% allocation. Like Microsoft, Alphabet's stake in Schoenstein's portfolio decreased by 5.43%.

Apple Inc (AAPL) maintains a strong position at 7.98% allocation. The tech giant saw a notable reduction in Schoenstein's portfolio, with a 19.33% decline in shares.

NVIDIA Corp (NVDA) is positioned at 5.61% allocation, though it experienced the most significant reduction in Schoenstein's portfolio, with a 27.59% decrease in shares.

Amazon.com Inc (AMZN) shows a positive change, with a 7.56% increase in shares held by Jensen Investment Management's portfolio.

Mastercard Inc (MA) is allocated 4.84% of the portfolio, with a modest increase of 1.7% in shares during the period.

KLA Corporation (KLAC) holds a 4.81% allocation, but saw a decline of 12.6% in shares.

Stryker Corp (SYK) is positioned at 4.51% allocation, with a 4.81% decrease in shares.

Eli Lilly & Co. (LLY) represents 4.18% of the portfolio, experiencing a 7.67% reduction in shares.

Sherwin-Williams Co (SHW) is allocated 3.96% of the portfolio, with a small increase of 1.3% in shares.

These top holdings demonstrate Eric H. Schoenstein's focus on large-cap technology and healthcare stocks, with varying degrees of share changes during the reporting period. For detailed analysis of these companies, explore their profiles at Microsoft, Alphabet, Apple, NVIDIA, and other company pages.