Eric H. Schoenstein's Top Holdings: Tech Dominance with Minor Adjustments
Eric H. Schoenstein's portfolio, as of March 31, 2026, is heavily weighted in Technology stocks like Microsoft, Google, and Apple, with some minor reductions in positions and slight increases in Amazon and Sherwin-Williams.
As of March 31, 2026, Eric H. Schoenstein's portfolio at Jensen Investment Management stands at approximately $5.06 billion, with Technology being the dominant sector, accounting for nearly 27% of the total holdings. His largest position is in Microsoft Corp (MSFT), holding over 1.17 million shares valued at $433.5 million, representing 8.55% of the portfolio. This position saw a reduction of 11.74% in shares from the previous period.
Alphabet Inc (GOOGL) and Apple Inc (AAPL) follow closely, with allocations of 8.21% and 7.98%, respectively. Both also experienced significant share reductions of 5.43% and 19.33% during the period. NVIDIA Corp (NVDA) makes up another 5.61% of the portfolio, though it saw the largest percentage decline in shares (-27.59%) and now ranks fifth among top holdings.
In Healthcare, Stryker Corp (SYK) and Eli Lilly & Co. (LLY) each hold around 4.51% and 4.18% of the portfolio, respectively. Both sectors saw modest share reductions (-4.81% and -7.67%), but their positions remain significant.
Elsewhere, Amazon.com Inc. (AMZN) saw a small increase in its position, with a 7.56% rise in shares held, now accounting for 5.01% of the portfolio. Mastercard Inc. (MA) also increased slightly by 1.7%, adding to its 4.84% allocation. KLA Corporation (KLAC) experienced a 12.6% reduction in shares, while Sherwin-Williams Co. (SHW) saw a minimal increase of 1.3%.
For detailed insights into Eric H. Schoenstein's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/eric-h-schoenstein-jensen-investment-management. For company-specific data, including ownership and stock analysis, explore the profiles at https://www.insiderset.com/investors/stocks/.