- Portfolio
- Activity
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%).
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.