Eric H. Schoenstein - Jensen Investment Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 09, 2025 | |
| Total Stocks | 84 | |
| Portfolio Value | $9.04B |
Portfolio Overview
Comprehensive analysis of Eric H. Schoenstein's investment portfolio
82
Total Holdings
$9.0B
Portfolio Value
Technology
Top Sector
8
Sectors
Investment Strategy Insights
- • Eric H. Schoenstein maintains a diversified portfolio across 8 sectors
- • Top 5 holdings represent 34.0% of the portfolio
- • Largest position: Microsoft Corp (MSFT) at 7.4%
Trends by sector
Investment Adjustments from Previous Filing
Jensen Investment Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MSFT Microsoft Corp | 7.38% | $667,256,851 |
| MMC Marsh & McLennan Company Inc | 7.10% | $641,722,275 |
| AAPL Apple, Inc. | 6.94% | $627,822,901 |
| ACN Accenture plc Class A | 6.33% | $572,769,079 |
| SYK Stryker Corp | 6.25% | $564,875,602 |
| INTU Intuit Inc. | 5.63% | $509,230,412 |
| GOOGL Alphabet Inc Cap Stk Cl A | 4.74% | $428,566,049 |
| ADP Automatic Data Processing, Inc | 4.34% | $392,167,309 |
| MA Mastercard Inc | 4.18% | $377,577,395 |
| BR Broadridge Financial Solutions | 3.72% | $336,197,218 |
| UNH Unitedhealth Group Inc | 3.52% | $318,113,966 |
| KLAC KLA Corporation | 3.43% | $310,074,455 |
| ZTS Zoetis, Inc. | 3.32% | $299,894,004 |
| WM Waste Management | 3.26% | $295,078,247 |
| EFX Equifax Inc | 2.87% | $259,741,396 |
| PG Procter & Gamble Co | 2.81% | $254,234,090 |
| CPRT Copart Inc. | 2.39% | $215,726,173 |
| TXN Texas Instruments Inc | 2.33% | $210,986,848 |
| SHW Sherwin-Williams Co | 2.25% | $203,044,208 |
| ABT Abbott Labs | 2.00% | $181,171,380 |
| APH Amphenol Corp | 1.83% | $165,128,794 |
| MCD McDonald's Corp. | 1.80% | $162,520,488 |
| PEP PepsiCo Inc. | 1.78% | $160,728,933 |
| NKE Nike Inc | 1.61% | $146,044,373 |
| CDNS Cadence Design Systems, Inc. | 1.54% | $139,158,185 |
| HD Home Depot Inc. | 1.22% | $110,726,891 |
| JNJ Johnson & Johnson | 1.13% | $101,950,140 |
| VRSK Verisk Analytics Inc | 1.08% | $97,998,826 |
| ORCL Oracle Corp | 0.23% | $20,564,513 |
| ECL Ecolab Inc | 0.19% | $17,489,331 |
| ADBE Adobe Systems, Inc. | 0.19% | $16,872,252 |
| WAT Waters Corp | 0.18% | $16,339,445 |
| EMR Emerson Elec Co | 0.11% | $10,152,664 |
| CLX Clorox Company | 0.11% | $9,892,991 |
| CTSH Cognizant Technology Solutions | 0.11% | $9,563,189 |
| CL Colgate Palmolive Co | 0.10% | $9,160,018 |
| KO Coca-Cola Company | 0.10% | $8,933,019 |
| GIS General Mills Inc. | 0.08% | $7,338,924 |
| EHC Encompass Health Corp | 0.08% | $7,173,662 |
| CCK Crown Holdings Inc. | 0.07% | $6,731,811 |
| LH Labcorp Holdings, Inc. | 0.07% | $6,637,745 |
| OMC Omnicom Group Inc | 0.07% | $6,348,087 |
| TSCO Tractor Supply Co | 0.06% | $5,862,089 |
| KR Kroger Company | 0.06% | $5,708,975 |
| CPB Campbell Soup Company | 0.06% | $5,292,115 |
| MSCI MSCI, Inc. | 0.06% | $5,225,220 |
| KEYS Keysight Technologies, Inc. | 0.06% | $5,062,226 |
| VEEV Veeva Systems Inc. Class A | 0.06% | $5,061,347 |
| CHD Church & Dwight Co Inc | 0.06% | $5,017,902 |
| ROST Ross Stores Inc | 0.05% | $4,831,740 |
| FDS FactSet Research Systems Inc. | 0.05% | $4,728,256 |
| ABBV AbbVie Inc. | 0.05% | $4,657,001 |
| DCI Donaldson Co. Inc. | 0.05% | $4,480,279 |
| MMM 3M Co. | 0.05% | $4,088,582 |
| FFIV F5 Networks Inc. | 0.04% | $3,991,387 |
| BAH Booz Allen Hamilton Holding Co | 0.04% | $3,856,910 |
| GNTX Gentex Corporation | 0.04% | $3,763,882 |
| APD Air Products & Chemicals | 0.04% | $3,727,789 |
| AON AON plc Registered Shs | 0.04% | $3,523,965 |
| BBY Best Buy Co. Inc. | 0.04% | $3,487,274 |