Focused Investors
Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, MS, JNJ, CI, ELV, and represent 33.27% of Focused Investors's stock portfolio.
- Added to shares of these 3 stocks: PEP (+$55M), DIS (+$20M), GPN (+$20M).
- Reduced shares in these 10 stocks: FI (-$203M), GS (-$8.5M), MS (-$7.6M), CI (-$5.8M), JNJ (-$5.2M), ELV, MSFT, UNH, AXP, FDX.
- Sold out of its position in FI.
- Focused Investors was a net seller of stock by $-184M.
- Focused Investors has $3.1B in assets under management (AUM), dropping by -3.87%.
- Central Index Key (CIK): 0001426398
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Portfolio Holdings for Focused Investors
Focused Investors holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 7.8 | $245M | -3% | 278k | 879.00 |
|
| Morgan Stanley (MS) | 7.1 | $224M | -3% | 1.3M | 177.53 |
|
| Johnson & Johnson (JNJ) | 6.3 | $199M | -2% | 960k | 206.95 |
|
| Cigna Corp (CI) | 6.2 | $195M | -2% | 709k | 275.23 |
|
| Anthem (ELV) | 5.8 | $183M | -2% | 523k | 350.55 |
|
| Walt Disney Company (DIS) | 5.5 | $173M | +13% | 1.5M | 113.77 |
|
| UnitedHealth (UNH) | 5.3 | $166M | -2% | 502k | 330.11 |
|
| American Express Company (AXP) | 5.1 | $161M | -2% | 435k | 369.95 |
|
| Pepsi (PEP) | 5.0 | $158M | +54% | 1.1M | 143.52 |
|
| Microsoft Corporation (MSFT) | 4.7 | $148M | -3% | 307k | 483.62 |
|
| TJX Companies (TJX) | 4.6 | $144M | -2% | 936k | 153.61 |
|
| Raytheon Technologies Corp (RTX) | 4.4 | $139M | -2% | 760k | 183.40 |
|
| FedEx Corporation (FDX) | 4.4 | $139M | -2% | 481k | 288.86 |
|
| L3harris Technologies (LHX) | 4.1 | $128M | -2% | 437k | 293.57 |
|
| McDonald's Corporation (MCD) | 4.1 | $128M | -2% | 417k | 305.63 |
|
| Northrop Grumman Corporation (NOC) | 3.8 | $118M | 208k | 570.21 |
|
|
| Global Payments (GPN) | 3.6 | $113M | +21% | 1.5M | 77.40 |
|
| Lowe's Companies (LOW) | 3.4 | $107M | -2% | 446k | 241.16 |
|
| Lockheed Martin Corporation (LMT) | 2.6 | $81M | -2% | 167k | 483.67 |
|
| Home Depot (HD) | 2.3 | $73M | -3% | 213k | 344.10 |
|
| Oracle Corporation (ORCL) | 2.1 | $67M | -2% | 343k | 194.91 |
|
| Centene Corporation (CNC) | 1.7 | $52M | -2% | 1.3M | 41.15 |
|
Past Filings by Focused Investors
SEC 13F filings are viewable for Focused Investors going back to 2011
- Focused Investors 2025 Q4 filed Jan. 27, 2026
- 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