Focused Investors LLC

CIK

1426398

Location

LOS ANGELES, CA

Portfolio Value

Mid $2,962,405,258

Diversification

Diversified

Filing Date

Global Rank

#1,043 / 8,645 ▼ 107

Top Industry

Healthcare Plans 20.5%

3Y Alpha vs SPY

-10.3%

Period ended 52 days ago

Filed Jul 28, 2026 · 24d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.8%

SPY

+73.6%

Annualised alpha

-10.3%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+0.9 pts

Top 5

35.6%

+2.3 pts

Top 10

62.0%

+2.3 pts

HHI

515

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	27.8%	$822,458,723	5
Financial Services	23.6%	$699,073,185	4
Industrials	15.8%	$467,028,973	5
Consumer Cyclical	12.7%	$377,133,713	4
Technology	10.3%	$304,791,292	3
Communication Services	5.4%	$160,222,562	1
Consumer Defensive	4.4%	$131,696,810	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−177,500	1,664,650	$160,222,562
GPN	Global Payments Inc	−134,100	1,300,800	$94,386,048
MS	Morgan Stanley	−124,300	1,104,050	$230,790,612
CNC	Centene Corp	−115,400	1,117,750	$71,748,372
PEP	Pepsico Inc	−100,100	972,650	$131,696,810
JNJ	Johnson & Johnson	−88,100	847,800	$215,315,766
TJX	Tjx Companies Inc /De/	−87,800	825,300	$125,032,950
CI	Cigna Group	−72,300	625,900	$172,548,112
ORCL	Oracle Corp	−59,400	557,750	$81,738,262
ELV	Elevance Health, Inc.	−48,200	461,600	$178,514,568
AXP	American Express Co	−46,800	455,650	$154,123,612
UNH	Unitedhealth Group Inc	−46,200	443,500	$184,331,905
MSFT	Microsoft Corp	−45,700	433,700	$161,778,774
FDX	Fedex Corp	−43,900	425,000	$133,080,250
LOW	Lowes Companies Inc	−43,400	390,950	$86,200,565
MCD	Mcdonalds Corp	−39,500	367,800	$99,420,018
LHX	L3harris Technologies, Inc. /De/	−30,100	284,150	$82,571,148
GS	Goldman Sachs Group Inc	−27,100	244,000	$246,774,280
HD	Home Depot, Inc.	−19,000	188,500	$66,480,180
NOC	Northrop Grumman Corp /De/	−17,100	160,300	$81,642,393
LMT	Lockheed Martin Corp	−15,100	147,900	$75,349,134
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MRSH	Marsh & Mclennan Companies, Inc.	404,300	$67,384,681
ACN	Accenture plc	492,400	$61,274,256
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
RTX	RTX Corp	555,450	$107,146,305
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $2,962,405,258 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	Reduced	244,000	-27,100	$246,774,280	+7.6%	8.33%
MS	Morgan Stanley Financial Services	Reduced	1,104,050	-124,300	$230,790,612	+14.2%	7.79%
JNJ	Johnson & Johnson Healthcare	Reduced	847,800	-88,100	$215,315,766	−5.9%	7.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	443,500	-46,200	$184,331,905	+39.1%	6.22%
ELV	Elevance Health, Inc. Healthcare	Reduced	461,600	-48,200	$178,514,568	+19.6%	6.03%
CI	Cigna Group Healthcare	Reduced	625,900	-72,300	$172,548,112	−7.4%	5.82%
MSFT	Microsoft Corp Technology	Reduced	433,700	-45,700	$161,778,774	−8.8%	5.46%
DIS	Walt Disney Co Communication Services	Reduced	1,664,650	-177,500	$160,222,562	−9.8%	5.41%
AXP	American Express Co Financial Services	Reduced	455,650	-46,800	$154,123,612	+1.4%	5.20%
FDX	Fedex Corp Industrials	Reduced	425,000	-43,900	$133,080,250	−20.3%	4.49%
PEP	Pepsico Inc Consumer Defensive	Reduced	972,650	-100,100	$131,696,810	−20.9%	4.45%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	825,300	-87,800	$125,032,950	−14.3%	4.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	367,800	-39,500	$99,420,018	−21.5%	3.36%
GPN	Global Payments Inc Industrials	Reduced	1,300,800	-134,100	$94,386,048	−2.3%	3.19%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	390,950	-43,400	$86,200,565	−16.0%	2.91%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	284,150	-30,100	$82,571,148	−23.9%	2.79%
ORCL	Oracle Corp Technology	Reduced	557,750	-59,400	$81,738,262	−10.0%	2.76%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	160,300	-17,100	$81,642,393	−32.5%	2.76%
LMT	Lockheed Martin Corp Industrials	Reduced	147,900	-15,100	$75,349,134	−23.5%	2.54%
CNC	Centene Corp Healthcare	Reduced	1,117,750	-115,400	$71,748,372	+77.7%	2.42%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	404,300	NEW	$67,384,681	NEW	2.27%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	188,500	-19,000	$66,480,180	−2.6%	2.24%
ACN	Accenture plc Technology	NEW	492,400	NEW	$61,274,256	NEW	2.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.