Focused Investors LLC

CIK

1426398

City

LOS ANGELES

State / Country

Stock

CI — Cigna Group

Top Portfolio Positions

22 positions · $3,075,018,112 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	271,100	$229,347,889	7.46%
JNJ	Johnson & Johnson Healthcare	935,900	$228,771,396	7.44%
MS	Morgan Stanley Financial Services	1,228,350	$202,149,559	6.57%
CI	Cigna Group Healthcare	698,200	$186,244,850	6.06%
DIS	Walt Disney Co Communication Services	1,842,150	$177,546,417	5.77%
MSFT	Microsoft Corp Technology	479,400	$177,459,498	5.77%
FDX	Fedex Corp Industrials	468,900	$167,012,802	5.43%
PEP	Pepsico Inc Consumer Defensive	1,072,750	$166,587,347	5.42%
AXP	American Express Co Financial Services	502,450	$151,981,076	4.94%
ELV	Elevance Health, Inc. Healthcare	509,800	$149,243,950	4.85%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$186,244,850	698,200	-1.5%	Shares	Sole	2026-04-16
2025-12-31	$195,138,070	709,000	-2.9%	Shares	Sole	2026-01-27
2025-09-30	$210,408,087	729,950	+30.4%	Shares	Sole	2025-10-28
2025-06-30	$185,042,155	559,750	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$188,072,850	571,650	-2.7%	Shares	Sole	2025-05-01
2024-12-31	$162,218,443	587,450	+8.8%	Shares	Sole	2025-02-11
2024-09-30	$187,042,956	539,900	-1.8%	Shares	Sole	2024-11-06
2024-06-30	$181,780,443	549,900	-2.8%	Shares	Sole	2024-07-30
2024-03-31	$205,529,221	565,900	-5.8%	Shares	Sole	2024-05-14
2023-12-31	$179,864,642	600,650	+15.7%	Shares	Sole	2024-01-25
2023-09-30	$148,570,454	519,350	-0.5%	Shares	Sole	2023-10-19
2023-06-30	$146,487,230	522,050	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$134,051,038	524,600	-4.3%	Shares	Sole	2023-04-26
2022-12-31	$181,673,722	548,300	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$151,970,319	547,700	-1.9%	Shares	Sole	2022-10-14
2022-06-30	$147,175,920	558,500	-0.1%	Shares	Sole	2022-08-01
2022-03-31	$134,013,873	559,300	+5.9%	Shares	Sole	2022-04-20
2021-12-31	$121,290,566	528,200	+0.4%	Shares	Sole	2022-02-07
2021-09-30	$105,304,176	526,100	+9.1%	Shares	Sole	2021-10-27
2021-06-30	$114,315,154	482,200	+12.9%	Shares	Sole	2021-08-03
2021-03-31	$103,247,154	427,100	-4.8%	Shares	Sole	2021-04-26
2020-12-31	$93,368,730	448,500	-0.2%	Shares	Sole	2021-01-22
2020-09-30	$76,115,913	449,300	-3.0%	Shares	Sole	2020-10-21
2020-06-30	$86,881,950	463,000	-0.8%	Shares	Sole	2020-07-23
2020-03-31	$82,672,188	466,600	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.