Focused Investors
Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, CI, MS, FI, JNJ, and represent 31.58% of Focused Investors's stock portfolio.
- Added to shares of these 10 stocks: CI (+$49M), FI (+$37M), PEP (+$26M), DIS (+$20M), GS (+$12M), MS (+$8.2M), ELV (+$7.0M), JNJ (+$6.9M), AXP (+$6.1M), TJX (+$6.0M).
- Reduced shares in these 2 stocks: ORCL (-$156M), MSFT.
- Focused Investors was a net buyer of stock by $71M.
- Focused Investors has $3.3B in assets under management (AUM), dropping by 6.91%.
- Central Index Key (CIK): 0001426398
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Portfolio Holdings for Focused Investors
Focused Investors holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 7.0 | $229M | +5% | 288k | 796.35 |
|
| Cigna Corp (CI) | 6.4 | $210M | +30% | 730k | 288.25 |
|
| Morgan Stanley (MS) | 6.3 | $207M | +4% | 1.3M | 158.96 |
|
| Fiserv (FI) | 6.2 | $203M | +22% | 1.6M | 128.93 |
|
| Johnson & Johnson (JNJ) | 5.6 | $183M | +3% | 985k | 185.42 |
|
| UnitedHealth (UNH) | 5.5 | $178M | +2% | 516k | 345.30 |
|
| Anthem (ELV) | 5.3 | $173M | +4% | 537k | 323.12 |
|
| Microsoft Corporation (MSFT) | 5.0 | $164M | 316k | 517.95 |
|
|
| Walt Disney Company (DIS) | 4.7 | $154M | +15% | 1.3M | 114.50 |
|
| American Express Company (AXP) | 4.5 | $148M | +4% | 446k | 332.16 |
|
| TJX Companies (TJX) | 4.3 | $139M | +4% | 962k | 144.54 |
|
| L3harris Technologies (LHX) | 4.2 | $137M | +4% | 449k | 305.41 |
|
| Raytheon Technologies Corp (RTX) | 4.0 | $131M | +4% | 781k | 167.33 |
|
| McDonald's Corporation (MCD) | 4.0 | $130M | +4% | 429k | 303.89 |
|
| Northrop Grumman Corporation (NOC) | 3.9 | $129M | +4% | 212k | 609.32 |
|
| FedEx Corporation (FDX) | 3.6 | $117M | +4% | 495k | 235.81 |
|
| Lowe's Companies (LOW) | 3.5 | $115M | +4% | 457k | 251.31 |
|
| Pepsi (PEP) | 3.1 | $100M | +34% | 715k | 140.44 |
|
| Global Payments (GPN) | 3.1 | $100M | +3% | 1.2M | 83.08 |
|
| Oracle Corporation (ORCL) | 3.0 | $99M | -61% | 352k | 281.24 |
|
| Home Depot (HD) | 2.7 | $89M | +4% | 220k | 405.19 |
|
| Lockheed Martin Corporation (LMT) | 2.6 | $86M | +4% | 172k | 499.21 |
|
| Centene Corporation (CNC) | 1.4 | $46M | +3% | 1.3M | 35.68 |
|
Past Filings by Focused Investors
SEC 13F filings are viewable for Focused Investors going back to 2011
- Focused Investors 2025 Q3 filed Oct. 28, 2025
- Focused Investors 2025 Q2 filed July 23, 2025
- Focused Investors 2025 Q1 filed May 1, 2025
- Focused Investors 2024 Q4 filed Feb. 11, 2025
- Focused Investors 2024 Q3 filed Nov. 6, 2024
- Focused Investors 2024 Q2 filed July 30, 2024
- Focused Investors 2024 Q1 filed May 14, 2024
- Focused Investors 2023 Q4 filed Jan. 25, 2024
- Focused Investors 2023 Q3 filed Oct. 19, 2023
- Focused Investors 2023 Q2 filed July 25, 2023
- Focused Investors 2023 Q1 filed April 26, 2023
- Focused Investors 2022 Q4 filed Jan. 25, 2023
- Focused Investors 2022 Q3 filed Oct. 14, 2022
- Focused Investors 2022 Q2 filed Aug. 1, 2022
- Focused Investors 2022 Q1 filed April 20, 2022
- Focused Investors 2021 Q4 filed Feb. 7, 2022