Focused Investors
Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, JNJ, MS, CI, DIS, and represent 33.30% of Focused Investors's stock portfolio.
- Added to shares of these 4 stocks: MSFT (+$64M), ORCL (+$40M), DIS (+$31M), AXP (+$21M).
- Reduced shares in these 10 stocks: LHX (-$42M), RTX (-$40M), NOC (-$21M), GS (-$6.1M), JNJ (-$5.8M), MS (-$5.0M), PEP, FDX, ELV, TJX.
- Focused Investors was a net buyer of stock by $1.0M.
- Focused Investors has $3.1B in assets under management (AUM), dropping by -2.10%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 7.5 | $229M | -2% | 271k | 845.99 |
|
| Johnson & Johnson (JNJ) | 7.4 | $229M | -2% | 936k | 244.44 |
|
| Morgan Stanley (MS) | 6.6 | $202M | -2% | 1.2M | 164.57 |
|
| Cigna Corp (CI) | 6.1 | $186M | 698k | 266.75 |
|
|
| Walt Disney Company (DIS) | 5.8 | $178M | +20% | 1.8M | 96.38 |
|
| Microsoft Corporation (MSFT) | 5.8 | $178M | +56% | 479k | 370.17 |
|
| FedEx Corporation (FDX) | 5.4 | $167M | -2% | 469k | 356.18 |
|
| Pepsi (PEP) | 5.4 | $167M | -2% | 1.1M | 155.29 |
|
| American Express Company (AXP) | 4.9 | $152M | +15% | 503k | 302.48 |
|
| Anthem (ELV) | 4.9 | $149M | -2% | 510k | 292.75 |
|
| TJX Companies (TJX) | 4.7 | $146M | -2% | 913k | 159.70 |
|
| UnitedHealth (UNH) | 4.3 | $133M | -2% | 490k | 270.59 |
|
| McDonald's Corporation (MCD) | 4.1 | $127M | -2% | 407k | 310.79 |
|
| Northrop Grumman Corporation (NOC) | 3.9 | $121M | -14% | 177k | 682.24 |
|
| L3harris Technologies (LHX) | 3.5 | $109M | -28% | 314k | 345.15 |
|
| Raytheon Technologies Corp (RTX) | 3.5 | $107M | -26% | 556k | 192.90 |
|
| Lowe's Companies (LOW) | 3.3 | $103M | -2% | 434k | 236.28 |
|
| Lockheed Martin Corporation (LMT) | 3.2 | $99M | -2% | 163k | 604.39 |
|
| Global Payments (GPN) | 3.1 | $97M | 1.4M | 67.30 |
|
|
| Oracle Corporation (ORCL) | 3.0 | $91M | +79% | 617k | 147.11 |
|
| Home Depot (HD) | 2.2 | $68M | -2% | 208k | 328.89 |
|
| Centene Corporation (CNC) | 1.3 | $40M | -2% | 1.2M | 32.74 |
|
Past Filings by Focused Investors
SEC 13F filings are viewable for Focused Investors going back to 2011
- Focused Investors 2026 Q1 filed April 16, 2026
- 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