Eric H. Schoenstein Holdings Activity

Jensen Investment Management Portfolio 13F

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 (AVGO) BROADCOM INC (added shares +149.75%), (VEEV) VEEVA SYSTEMS INC-CLASS A (added shares +83.47%), (AMZN) AMAZONCOM INC (added shares +7.56%), (BR) BROADRIDGE FINANCIAL SOLUTIO (added shares +11.22%) and (MMC) MARSH & MCLENNAN COS (added shares +6.17%).

What does Eric H. Schoenstein invest in?

Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (8.55%), (GOOGL) ALPHABET INC-CL A (8.21%), (AAPL) APPLE INC (7.98%), (NVDA) NVIDIA CORP (5.61%) and (AMZN) AMAZONCOM INC (5.01%).

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) AMAZONCOM INC (added shares +7.56%).

2026 Q1 (72 results)
AVGO
+149.75%
+267,208
+1.63%
$309.51
54.84% $479.23
2.72%
AON
+141.15%
+14,966
+0.10%
$322.78
2.22% $315.60
0.16%
DOX
+92.65%
+8,570
+0.01%
$65.26
6.77% $60.84
0.02%
VEEV
+83.47%
+257,714
+0.89%
$175.66
1.74% $178.72
1.96%
LEVI
+17.53%
+20,800
+0.01%
$18.49
22.34% $22.62
0.05%
BR
+11.22%
+86,335
+0.28%
$162.48
6.09% $152.59
2.74%
JGRW
+10.98%
+56,885
+0.03%
$24.31
11.45% $27.10
0.28%
VRSK
+8.06%
+35,898
+0.13%
$189.75
6.02% $178.33
1.80%
AMZN
+7.56%
+85,752
+0.35%
$208.27
20.05% $250.02
5.01%
MMC
+6.17%
+66,887
+0.23%
$173.45
-
3.94%
RACE
+3.15%
+82
+0.00%
$338.45
1.76% $344.40
0.02%
MA
+1.70%
+8,189
+0.08%
$499.66
5.63% $471.55
4.84%
SHW
+1.30%
+8,025
+0.05%
$320.55
7.51% $296.49
3.96%
URI
+0.93%
+20
+0.00%
$728.56
45.02% $1,056.58
0.03%
WAT
+0.08%
+30
+0.00%
$297.80
27.53% $379.77
0.23%
TJX
+0.00%
+1
+0.00%
$159.70
1.13% $157.89
0.07%
KO
-0.00%
-1
-0.00%
$76.05
3.56% $78.76
0.17%
IDXX
-0.03%
-1
-0.00%
$561.89
0.21% $560.73
0.04%
CL
-0.25%
-294
-0.00%
$85.23
0.42% $84.87
0.20%
EMR
-0.55%
-410
-0.00%
$131.02
7.53% $140.88
0.19%
MMM
-0.72%
-200
-0.00%
$145.23
4.42% $151.65
0.08%
PEP
-0.81%
-667
-0.00%
$155.29
8.21% $142.54
0.25%
CTSH
-1.22%
-1,309
-0.00%
$61.35
12.78% $53.51
0.13%
ECL
-1.83%
-1,100
-0.01%
$266.02
3.89% $255.67
0.31%
ADBE
-2.21%
-765
-0.00%
$243.08
5.41% $256.24
0.16%
APH
-2.22%
-5,125
-0.01%
$126.35
16.83% $147.62
0.56%
NKE
-2.42%
-1,861
-0.00%
$52.82
17.06% $43.81
0.08%
ORCL
-2.88%
-3,583
-0.01%
$147.11
56.57% $230.33
0.35%
MSI
-3.28%
-5,745
-0.05%
$433.97
5.89% $408.39
1.45%
TSM
-4.05%
-693
-0.00%
$337.95
-
0.11%
CDNS
-4.49%
-23,804
-0.13%
$277.87
46.83% $408.00
2.77%
SYK
-4.81%
-35,178
-0.23%
$328.59
10.22% $295.00
4.51%
JNJ
-4.86%
-499
-0.00%
$244.44
8.67% $223.24
0.05%
EFX
-5.01%
-41,339
-0.15%
$180.07
5.50% $170.16
2.78%
GOOGL
-5.43%
-83,192
-0.47%
$287.56
24.84% $358.99
8.21%
FFIV
-5.53%
-780
-0.00%
$289.33
40.21% $405.66
0.08%
META
-6.80%
-24,893
-0.28%
$572.13
8.89% $622.98
3.85%
LLY
-7.67%
-19,156
-0.35%
$919.77
17.29% $1,078.78
4.18%
MSFT
-11.74%
-155,831
-1.14%
$370.17
15.44% $427.34
8.55%
ACN
-12.19%
-8,100
-0.03%
$198.29
10.52% $177.43
0.23%
KLAC
-12.60%
-23,882
-0.69%
$1,472.41
44.33% $2,125.11
4.81%
BDX
-13.92%
-346
-0.00%
$157.23
7.39% $145.61
0.01%
APD
-14.83%
-1,340
-0.01%
$290.49
2.83% $282.27
0.04%
BAH
-15.81%
-2,600
-0.00%
$78.03
0.60% $78.50
0.02%
KR
-17.41%
-13,970
-0.02%
$72.36
15.38% $61.23
0.09%
ROST
-18.26%
-4,920
-0.02%
$216.63
7.38% $232.62
0.09%
LH
-19.02%
-4,340
-0.02%
$266.81
-
0.10%
AAPL
-19.33%
-382,331
-1.91%
$253.79
22.25% $310.26
7.98%
G
-20.27%
-23,640
-0.02%
$37.25
13.29% $32.30
0.07%
ABT
-20.66%
-387,027
-0.78%
$102.67
15.27% $86.99
3.01%
MSCI
-21.32%
-2,100
-0.02%
$539.01
13.83% $613.58
0.08%
PG
-22.21%
-284,801
-0.81%
$144.44
2.94% $140.19
2.84%
CPRT
-26.06%
-565,094
-0.37%
$33.20
8.58% $30.35
1.05%
NVDA
-27.59%
-621,721
-2.14%
$174.40
23.14% $214.75
5.61%
CLX
-32.57%
-22,300
-0.05%
$103.63
14.57% $88.53
0.09%
WM
-34.90%
-349,131
-1.58%
$229.79
5.13% $218.00
2.95%
OMC
-35.24%
-12,000
-0.02%
$75.31
2.08% $73.74
0.03%
MCD
-37.68%
-167,016
-1.02%
$310.79
12.07% $273.29
1.69%
KEYS
-38.83%
-10,768
-0.06%
$282.37
24.12% $350.48
0.09%
HD
-41.40%
-1,033
-0.01%
$328.89
4.84% $312.97
0.01%
NDSN
-41.99%
-5,060
-0.03%
$266.06
8.79% $289.45
0.04%
DCI
-42.03%
-16,840
-0.03%
$84.87
0.44% $85.24
0.04%
TTC
-46.37%
-20,157
-0.04%
$93.44
2.66% $90.95
0.04%
INTU
-62.07%
-169,443
-1.44%
$432.38
27.97% $311.44
0.88%
UNH
-62.17%
-2,450
-0.01%
$270.59
39.33% $377.00
0.01%
ADP
-83.45%
-528,866
-2.12%
$203.18
12.09% $227.75
0.42%
TXN
-85.53%
-8,266
-0.03%
$194.14
58.95% $308.59
0.01%
LSTR
-100.00%
-5,350
-0.02%
$143.70
49.79% $215.25
0.00%
LULU
-100.00%
-3,920
-0.02%
$207.81
39.35% $126.03
0.00%
FDS
-100.00%
-11,810
-0.07%
$290.19
12.66% $253.44
0.00%
ON
-100.00%
-21,406
-0.02%
$54.15
147.33% $133.93
0.00%
HOLX
-100.00%
-28,000
-0.04%
$74.49
-
0.00%
72 of 4,003

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.