Focused Investors LLC

CIK

1426398

Location

LOS ANGELES, CA

Portfolio Value

Mid $2,962,405,258

Diversification

Diversified

Filing Date

Global Rank

#1,220 / 8,807 ▼ 186

Top Industry

Healthcare Plans 20.5%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.0% of the book (60%+)

Turnover

Low turnover

17.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.4 quarters (12+), a floor since 70.9% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 68.6%; sector active share 41.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

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 · filing declares 23 positions · $2,962,405,258 · 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	Held (qtrs)	Est. cost/share	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	Reduced	244,000	-27,100	$246,774,280	+7.6%	26+	—	8.33%
MS	Morgan Stanley Financial Services	Reduced	1,104,050	-124,300	$230,790,612	+14.2%	26+	—	7.79%
JNJ	Johnson & Johnson Healthcare	Reduced	847,800	-88,100	$215,315,766	−5.9%	26+	—	7.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	443,500	-46,200	$184,331,905	+39.1%	26+	—	6.22%
ELV	Elevance Health, Inc. Healthcare	Reduced	461,600	-48,200	$178,514,568	+19.6%	26+	—	6.03%
CI	Cigna Group Healthcare	Reduced	625,900	-72,300	$172,548,112	−7.4%	26+	—	5.82%
MSFT	Microsoft Corp Technology	Reduced	433,700	-45,700	$161,778,774	−8.8%	26+	—	5.46%
DIS	Walt Disney Co Communication Services	Reduced	1,664,650	-177,500	$160,222,562	−9.8%	11	—	5.41%
AXP	American Express Co Financial Services	Reduced	455,650	-46,800	$154,123,612	+1.4%	26+	—	5.20%
FDX	Fedex Corp Industrials	Reduced	425,000	-43,900	$133,080,250	−20.3%	26+	—	4.49%
PEP	Pepsico Inc Consumer Defensive	Reduced	972,650	-100,100	$131,696,810	−20.9%	26+	—	4.45%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	825,300	-87,800	$125,032,950	−14.3%	26+	—	4.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	367,800	-39,500	$99,420,018	−21.5%	26+	—	3.36%
GPN	Global Payments Inc Industrials	Reduced	1,300,800	-134,100	$94,386,048	−2.3%	7	—	3.19%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	390,950	-43,400	$86,200,565	−16.0%	20	—	2.91%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	284,150	-30,100	$82,571,148	−23.9%	22	—	2.79%
ORCL	Oracle Corp Technology	Reduced	557,750	-59,400	$81,738,262	−10.0%	16	—	2.76%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	160,300	-17,100	$81,642,393	−32.5%	24	—	2.76%
LMT	Lockheed Martin Corp Industrials	Reduced	147,900	-15,100	$75,349,134	−23.5%	24	—	2.54%
CNC	Centene Corp Healthcare	Reduced	1,117,750	-115,400	$71,748,372	+77.7%	7	—	2.42%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	404,300	NEW	$67,384,681	NEW	1	—	2.27%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	188,500	-19,000	$66,480,180	−2.6%	26+	—	2.24%
ACN	Accenture plc Technology	NEW	492,400	NEW	$61,274,256	NEW	1	—	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.