Eric H. Schoenstein – Jensen Investment Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Jensen Investment Management portfolio balances reported a total equity value of $8.53B across 83 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 08, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight Microsoft Corp (MSFT) as the single largest position, accounting for 9.1% of total equity value, followed by Stryker Corp (SYK), Marsh & McLennan Companies Inc (MMC), Intuit Inc. (INTU), and others. Collectively, the top five holdings represent 33.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.