Eric H. Schoenstein
Jensen Investment Management
Jensen Investment Management Portfolio 13F
Eric H. Schoenstein Holdings Activity
- Portfolio value:
- $5.07B≈ (-$1B≈)
- Previous value:
- $6.36B≈
- # of changes:
- 72
- New positions:
- 0
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 05 May 2026
Jensen Investment Management has disclosed a total of 72 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 16, decreased the number of shares of 51 and completely sold out 5 position(s).
What stocks is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) Amazon.com Inc (added shares +7.56%), (MA) Mastercard Inc (added shares +1.70%), (SHW) Sherwin-Williams Co (added shares +1.30%), (MRSH) Marsh & McLennan Companies, Inc (added shares +6.17%) and (BR) Broadridge Financial Solutions Inc (added shares +11.22%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -11.74%), (GOOGL) Alphabet Inc, CL-A (reduced shares -5.43%), (AAPL) Apple Inc (reduced shares -19.33%), (NVDA) NVIDIA Corp (reduced shares -27.59%) and (AMZN) Amazon.com Inc (added shares +7.56%).
72 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Broadcom Inc
|
+149.75%
|
+267,208
|
445,649
|
+1.63%
|
$309.51
|
+25.37%($388.04)
|
2.72%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Aon PLC
|
+141.15%
|
+14,966
|
25,569
|
+0.1%
|
$322.78
|
+12.65%($363.60)
|
0.16%
|
2022 Q4
|
≈ 3.50 years
|
|
|
|
Amdocs Ltd
|
+92.65%
|
+8,570
|
17,820
|
+0.01%
|
$65.26
|
-15.72%($55.00)
|
0.02%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Veeva Systems Inc, CL-A
|
+83.47%
|
+257,714
|
566,467
|
+0.89%
|
$175.66
|
+15.99%($203.74)
|
1.96%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
Levi Strauss & Co, CL-A
|
+17.53%
|
+20,800
|
139,440
|
+0.01%
|
$18.49
|
+34.05%($24.78)
|
0.05%
|
2020 Q2
|
≈ 6.00 years
|
|
|
|
Broadridge Financial Solutions Inc
|
+11.22%
|
+86,335
|
855,784
|
+0.28%
|
$162.48
|
-5.71%($153.20)
|
2.74%
|
2017 Q2
|
≈ 9.00 years
|
|
|
|
JENSEN QUALITY GROWTH ETF
|
+10.98%
|
+56,885
|
574,732
|
+0.03%
|
$24.31
|
+13.10%($27.50)
|
0.28%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Verisk Analytics Inc
|
+8.06%
|
+35,898
|
481,494
|
+0.13%
|
$189.75
|
+2.29%($194.10)
|
1.80%
|
2020 Q3
|
≈ 5.75 years
|
|
|
|
Amazon.com Inc
|
+7.56%
|
+85,752
|
1,219,422
|
+0.35%
|
$208.27
|
+30.14%($271.05)
|
5.01%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Marsh & McLennan Companies, Inc
|
+6.17%
|
+66,887
|
1,151,204
|
+0.23%
|
$173.45
|
+9.58%($190.06)
|
3.94%
|
2021 Q2
|
≈ 5.00 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.