Eric H. Schoenstein – Jensen Investment Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Jensen Investment Management portfolio managed by Eric H. Schoenstein was diversified across 9 sectors, according to the most recent SEC 13F filing dated Aug 08, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 46.5% of total portfolio value, followed by Healthcare and Industrials and Financial Services. Together, the top three sectors account for 73.9% of the portfolio, reflecting Eric H. Schoenstein's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.