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 |
|---|---|---|
| IDXX Idexx Laboratories Inc. | 0.04% | $3,439,391 |
| TSM Taiwan Semiconductor Manuf ADR | 0.04% | $3,409,308 |
| TJX TJX Companies Inc | 0.04% | $3,210,526 |
| HOLX Hologic Inc. | 0.04% | $3,170,654 |
| GPC Genuine Parts Company | 0.04% | $3,169,601 |
| BDX Becton Dickinson & Co. | 0.03% | $3,051,537 |
| TROW T Rowe Price Group Inc | 0.03% | $2,935,247 |
| LEVI Levi Strauss & Co | 0.03% | $2,881,032 |
| TTC Toro Company | 0.03% | $2,871,443 |
| TECH Techne Corp | 0.03% | $2,781,994 |
| UPS United Parcel Svc Cl B | 0.03% | $2,405,481 |
| MANH Manhattan Associates, Inc. | 0.03% | $2,401,795 |
| RTX Raytheon Technologies Corp | 0.03% | $2,341,363 |
| ON ON Semiconductor Corp | 0.02% | $1,686,601 |
| URI United Rentals, Inc. | 0.02% | $1,679,556 |
| BMY Bristol Myers Squibb Co. | 0.02% | $1,608,611 |
| PAYX Paychex Inc. | 0.02% | $1,516,572 |
| MCHP Microchip Technology Inc | 0.02% | $1,365,162 |
| LII Lennox International Inc. | 0.01% | $1,256,259 |
| K Kellanova | 0.01% | $943,026 |
| MAR Marriott International Inc | 0.01% | $707,454 |
| SBUX Starbucks Corp | 0.01% | $571,178 |