Rating #134
Eric Schoenstein
Jensen Investment Management
Portfolio value
Stocks
Performance
1 Year
-3.93%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Eric Schoenstein’s Portfolio: Q1 2026
Top10 stocks: 57.66% of the portfolio
Eric Schoenstein’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
1.75ppt
0.88ppt
0.89ppt
0.04ppt
0.77ppt
0.23ppt
0.10ppt
0.50ppt
0.81ppt
J
Share Count Chg. (%)
Add +10.98%
0.06ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  AVGO | Add +149.75% | $329.05 | $87.92M | 1.75ppt | |
2  VEEV | Add +83.47% | $196.48 | $50.64M | 0.88ppt | |
3  AMZN | Add +7.56% | $220.17 | $18.88M | 0.89ppt | |
4  BR | Add +11.22% | $189.98 | $16.40M | 0.04ppt | |
5  MRSH | Add +6.17% | $179.79 | $12.03M | 0.77ppt | |
6  VRSK | Add +8.06% | $202.96 | $7.29M | 0.23ppt | |
7  AON | Add +141.15% | $332.33 | $4.97M | 0.10ppt | |
8  MA | Add +1.70% | $526.66 | $4.31M | 0.50ppt | |
9  SHW | Add +1.30% | $344.24 | $2.76M | 0.81ppt | |
10 J JGRW | Add +10.98% | $26.04 | $1.48M | 0.06ppt |
Eric Schoenstein’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MSFT | Prepackaged Software | $64.10 | Cut -11.74% | 1.17M | $433.47M | 8.55% -1.55ppt | 0.02% | 52 Quarters | Q1 2026 | |
Computer Programming & Data | $130.56 | Cut -5.43% | 1.45M | $416.68M | 8.21% 0.67ppt | 0.01% | 39 Quarters | Q1 2026 | ||
3  AAPL | Electronic Computers | $38.50 | Cut -19.33% | 1.60M | $405.03M | 7.98% -0.48ppt | 0.01% | 44 Quarters | Q1 2026 | |
4  NVDA | Semiconductors | $164.40 | Cut -27.59% | 1.63M | $284.62M | 5.61% -1.00ppt | 0.01% | 4 Quarters | Q1 2026 | |
5 AMZN | Retail-Catalog & Mail-Order | $229.23 | Add +7.56% | 1.22M | $253.97M | 5.01% 0.89ppt | 0.01% | 2 Quarters | Q1 2026 | |
6 MA | Other Business Services | $212.81 | Add +1.70% | 490.93K | $245.30M | 4.84% 0.50ppt | 0.05% | 43 Quarters | Q1 2026 | |
7  KLAC | Optical Instruments | $492.21 | Cut -12.60% | 165.63K | $243.88M | 4.81% 1.18ppt | 0.13% | 12 Quarters | Q1 2026 | |
8  SYK | Surgical Instruments | $155.82 | Cut -4.81% | 696.37K | $228.82M | 4.51% 0.47ppt | 0.18% | 52 Quarters | Q1 2026 | |
9  LLY | Pharmaceutical Pres | $770.36 | Cut -7.67% | 230.67K | $212.16M | 4.18% -0.04ppt | 0.03% | 4 Quarters | Q1 2026 | |
10 SHW | Retail-Building Materials | $307.63 | Add +1.30% | 626.29K | $200.76M | 3.96% 0.81ppt | 0.25% | 8 Quarters | Q1 2026 | |
11 MRSH | - | $160.25 | Add +6.17% | 1.15M | $199.68M | 3.94% 0.77ppt | 0.00% | 20 Quarters | Q1 2026 | |
12  META | Computer Programming & Data | $736.27 | Cut -6.80% | 341.15K | $195.18M | 3.85% 0.05ppt | 0.01% | 4 Quarters | Q1 2026 | |
13  ABT | Pharmaceutical Pres | $129.89 | Cut -20.66% | 1.49M | $152.57M | 3.01% -0.68ppt | 0.09% | 52 Quarters | Q1 2026 | |
14  WM | Refuse Systems | $123.11 | Cut -34.90% | 651.33K | $149.67M | 2.95% -0.51ppt | 0.16% | 23 Quarters | Q1 2026 | |
15  PG | Soap & Detergents | $117.43 | Cut -22.21% | 997.41K | $144.07M | 2.84% -0.05ppt | 0.04% | 52 Quarters | Q1 2026 | |
16  EFX | Consumer Credit Reporting | $159.41 | Cut -5.01% | 783.10K | $141.01M | 2.78% -0.03ppt | 0.65% | 52 Quarters | Q1 2026 | |
17  CDNS | Prepackaged Software | $295.99 | Cut -4.49% | 505.86K | $140.56M | 2.77% 0.17ppt | 0.19% | 6 Quarters | Q1 2026 | |
18 BR | Other Business Services | $122.57 | Add +11.22% | 855.78K | $139.05M | 2.74% 0.04ppt | 0.73% | 36 Quarters | Q1 2026 | |
19 AVGO | Semiconductors | $324.16 | Add +149.75% | 445.65K | $137.93M | 2.72% 1.75ppt | 0.01% | 2 Quarters | Q1 2026 | |
20 VEEV | Prepackaged Software | $239.28 | Add +83.47% | 566.47K | $99.51M | 1.96% 0.88ppt | 0.34% | 8 Quarters | Q1 2026 |
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