Focused Investors LLC

CIK

1426398

City

LOS ANGELES

State / Country

Stock

ELV — Elevance Health, Inc.

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	$149,243,950	509,800	-2.5%	Shares	Sole	2026-04-16
2025-12-31	$183,232,485	522,700	-2.6%	Shares	Sole	2026-01-27
2025-09-30	$173,386,192	536,600	+4.2%	Shares	Sole	2025-10-28
2025-06-30	$200,275,504	514,900	+1.9%	Shares	Sole	2025-07-23
2025-03-31	$219,741,792	505,200	-2.4%	Shares	Sole	2025-05-01
2024-12-31	$191,016,420	517,800	+3.2%	Shares	Sole	2025-02-11
2024-09-30	$260,832,000	501,600	+7.2%	Shares	Sole	2024-11-06
2024-06-30	$253,644,666	468,100	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$249,884,426	481,900	+4.6%	Shares	Sole	2024-05-14
2023-12-31	$217,176,958	460,550	-1.2%	Shares	Sole	2024-01-25
2023-09-30	$203,014,575	466,250	-0.7%	Shares	Sole	2023-10-19
2023-06-30	$208,571,940	469,450	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$216,892,377	471,700	-4.8%	Shares	Sole	2023-04-26
2022-12-31	$254,150,986	495,450	-4.5%	Shares	Sole	2023-01-25
2022-09-30	$235,682,424	518,850	-2.4%	Shares	Sole	2022-10-14
2022-06-30	$256,636,044	531,800	-0.2%	Shares	Sole	2022-08-01
2022-03-31	$261,623,772	532,600	-2.6%	Shares	Sole	2022-04-20
2021-12-31	$253,510,026	546,900	+0.4%	Shares	Sole	2022-02-07
2021-09-30	$203,064,160	544,700	-3.5%	Shares	Sole	2021-10-27
2021-06-30	$215,449,740	564,300	-2.2%	Shares	Sole	2021-08-03
2021-03-31	$207,006,465	576,700	-4.9%	Shares	Sole	2021-04-26
2020-12-31	$194,708,976	606,400	-0.0%	Shares	Sole	2021-01-22
2020-09-30	$162,899,835	606,500	-2.5%	Shares	Sole	2020-10-21
2020-06-30	$163,599,858	622,100	-0.7%	Shares	Sole	2020-07-23
2020-03-31	$142,172,448	626,200	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.