Eric H. Schoenstein
Jensen Investment Management
Jensen Investment Management Portfolio 13F
Eric H. Schoenstein Holdings Activity
- Portfolio value:
- $6.36B≈ (-$2B≈)
- Previous value:
- $8.06B≈
- # of changes:
- 82
- New positions:
- 7
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 11 Feb 2026
Jensen Investment Management has disclosed a total of 82 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 6, bought 7 totally new, decreased the number of shares of 64 and completely sold out 5 position(s).
What stocks did Eric H. Schoenstein buy in 2025 Q4?
During 2025 Q4 Eric H. Schoenstein has bought 13 securities out of which top 5 purchases (by % change to portfolio) were (NVDA) NVIDIA Corp (added shares +4.33%), (AMZN) Amazon.com Inc (new buy), (VRSK) Verisk Analytics Inc (added shares +4.93%), (MSI) Motorola Solutions Inc (new buy) and (AVGO) Broadcom Inc (new buy).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -12.68%), (AAPL) Apple Inc (reduced shares -14.11%), (GOOGL) Alphabet Inc, CL-A (reduced shares -14.46%), (NVDA) NVIDIA Corp (added shares +4.33%) and (MA) Mastercard Inc (reduced shares -16.99%).
82 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BAJAJ FINANCE LTD
|
new
|
+95,800
|
95,800
|
+0.02%
|
$11.00
|
|
0.02%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Amazon.com Inc
|
new
|
+1,133,670
|
1,133,670
|
+4.12%
|
$230.82
|
+17.43%($271.05)
|
4.12%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Amdocs Ltd
|
new
|
+9,250
|
9,250
|
+0.01%
|
$80.51
|
-31.69%($55.00)
|
0.01%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Broadcom Inc
|
new
|
+178,441
|
178,441
|
+0.97%
|
$346.10
|
+12.12%($388.04)
|
0.97%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
FERRARI NV
|
new
|
+2,600
|
2,600
|
+0.02%
|
$369.56
|
+6.63%($394.08)
|
0.02%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Motorola Solutions Inc
|
new
|
+175,236
|
175,236
|
+1.06%
|
$383.32
|
+13.91%($436.63)
|
1.06%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
JENSEN QUALITY GROWTH ETF
|
new
|
+517,847
|
517,847
|
+0.22%
|
$27.06
|
+1.61%($27.50)
|
0.22%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
WW Grainger Inc
|
+36.52%
|
+840
|
3,140
|
+0.01%
|
$1,009.05
|
+37.52%($1,387.67)
|
0.05%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Crown Holdings Inc
|
+15.59%
|
+7,675
|
56,903
|
+0.01%
|
$102.97
|
+14.23%($117.62)
|
0.09%
|
2015 Q4
|
≈ 10.25 years
|
|
|
|
Aon PLC
|
+4.98%
|
+503
|
10,603
|
+0%
|
$352.88
|
+3.04%($363.60)
|
0.06%
|
2022 Q4
|
≈ 3.25 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.