Focused Investors LLC

CIK

1426398

Location

LOS ANGELES, CA

Portfolio Value

Mid $3,042,584,533

Diversification

Diversified

Filing Date

Global Rank

#916 / 8,603 ▲ 4 · as of Mar 2026

Top Industry

Healthcare Plans 16.7%

3Y Alpha vs SPY

-9.9%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.1%

SPY

+76.0%

Annualised alpha

-9.6%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.3 pts

Top 5

33.7%

+0.1 pts

Top 10

59.7%

+0.2 pts

HHI

509

Diversified+0

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	24.2%	$737,141,450	5
Industrials	21.9%	$666,302,631	6
Financial Services	19.2%	$583,478,524	3
Consumer Cyclical	14.6%	$443,279,730	4
Technology	8.8%	$268,248,434	2
Communication Services	5.8%	$177,546,417	1
Consumer Defensive	5.5%	$166,587,347	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	+319,100	1,842,150	$177,546,417
ORCL	Oracle Corp	+274,100	617,150	$90,788,936
MSFT	Microsoft Corp	+172,800	479,400	$177,459,498
AXP	American Express Co	+67,900	502,450	$151,981,076
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−204,600	555,450	$107,146,305
LHX	L3harris Technologies, Inc. /De/	−122,950	314,250	$108,463,387
CNC	Centene Corp	−31,200	1,233,150	$40,373,331
MS	Morgan Stanley	−30,600	1,228,350	$202,149,559
NOC	Northrop Grumman Corp /De/	−30,300	177,400	$121,029,376
PEP	Pepsico Inc	−28,000	1,072,750	$166,587,347
GPN	Global Payments Inc	−27,300	1,434,900	$96,568,770
JNJ	Johnson & Johnson	−23,700	935,900	$228,771,396
TJX	Tjx Companies Inc /De/	−23,200	913,100	$145,822,070
ELV	Elevance Health, Inc.	−12,900	509,800	$149,243,950
UNH	Unitedhealth Group Inc	−12,400	489,700	$132,507,923
FDX	Fedex Corp	−11,900	468,900	$134,579,223
LOW	Lowes Companies Inc	−11,100	434,350	$102,628,218
CI	Cigna Group	−10,800	698,200	$186,244,850
MCD	Mcdonalds Corp	−10,000	407,300	$126,584,767
GS	Goldman Sachs Group Inc	−7,200	271,100	$229,347,889
HD	Home Depot, Inc.	−5,200	207,500	$68,244,675
LMT	Lockheed Martin Corp	−4,100	163,000	$98,515,570
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $3,042,584,533 total · as of Mar 31, 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	271,100	-7,200	$229,347,889	−6.2%	7.54%
JNJ	Johnson & Johnson Healthcare	Reduced	935,900	-23,700	$228,771,396	+15.2%	7.52%
MS	Morgan Stanley Financial Services	Reduced	1,228,350	-30,600	$202,149,559	−9.6%	6.64%
CI	Cigna Group Healthcare	Reduced	698,200	-10,800	$186,244,850	−4.6%	6.12%
DIS	Walt Disney Co Communication Services	Added	1,842,150	+319,100	$177,546,417	+2.5%	5.84%
MSFT	Microsoft Corp Technology	Added	479,400	+172,800	$177,459,498	+19.7%	5.83%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,072,750	-28,000	$166,587,347	+5.4%	5.48%
AXP	American Express Co Financial Services	Added	502,450	+67,900	$151,981,076	−5.5%	5.00%
ELV	Elevance Health, Inc. Healthcare	Reduced	509,800	-12,900	$149,243,950	−18.5%	4.91%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	913,100	-23,200	$145,822,070	+1.4%	4.79%
FDX	Fedex Corp Industrials	Reduced	468,900	-11,900	$134,579,223	+20.3%	4.42%
UNH	Unitedhealth Group Inc Healthcare	Reduced	489,700	-12,400	$132,507,923	−20.1%	4.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	407,300	-10,000	$126,584,767	−0.7%	4.16%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	177,400	-30,300	$121,029,376	+2.2%	3.98%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	314,250	-122,950	$108,463,387	−15.5%	3.56%
RTX	RTX Corp Industrials	Reduced	555,450	-204,600	$107,146,305	−23.1%	3.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	434,350	-11,100	$102,628,218	−4.5%	3.37%
LMT	Lockheed Martin Corp Industrials	Reduced	163,000	-4,100	$98,515,570	+21.9%	3.24%
GPN	Global Payments Inc Industrials	Reduced	1,434,900	-27,300	$96,568,770	−14.7%	3.17%
ORCL	Oracle Corp Technology	Added	617,150	+274,100	$90,788,936	+35.8%	2.98%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	207,500	-5,200	$68,244,675	−6.8%	2.24%
CNC	Centene Corp Healthcare	Reduced	1,233,150	-31,200	$40,373,331	−22.4%	1.33%