Focused Investors
Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FI, ELV, UNH, CI, JNJ, and represent 34.57% of Focused Investors's stock portfolio.
- Added to shares of these 1 stock: CNC (+$54M).
- Reduced shares in these 10 stocks: GS (-$15M), FI (-$7.9M), UNH (-$6.7M), ELV (-$5.5M), CI (-$5.2M), JNJ, MS, ORCL, NOC, MCD.
- Focused Investors was a net seller of stock by $-38M.
- Focused Investors has $3.1B in assets under management (AUM), dropping by -1.65%.
- Central Index Key (CIK): 0001426398
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Portfolio Holdings for Focused Investors
Focused Investors holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fiserv (FI) | 8.5 | $264M | -2% | 1.2M | 220.83 |
|
| Anthem (ELV) | 7.1 | $220M | -2% | 505k | 434.96 |
|
| UnitedHealth (UNH) | 7.0 | $217M | -2% | 414k | 523.75 |
|
| Cigna Corp (CI) | 6.0 | $188M | -2% | 572k | 329.00 |
|
| Johnson & Johnson (JNJ) | 6.0 | $188M | -2% | 1.1M | 165.84 |
|
| Goldman Sachs (GS) | 5.4 | $167M | -8% | 305k | 546.29 |
|
| Morgan Stanley (MS) | 4.8 | $149M | -2% | 1.3M | 116.67 |
|
| Oracle Corporation (ORCL) | 4.7 | $147M | -2% | 1.0M | 139.81 |
|
| McDonald's Corporation (MCD) | 4.2 | $131M | -2% | 420k | 312.37 |
|
| Microsoft Corporation (MSFT) | 3.9 | $121M | -2% | 324k | 375.39 |
|
| FedEx Corporation (FDX) | 3.8 | $118M | -2% | 483k | 243.78 |
|
| Walt Disney Company (DIS) | 3.8 | $118M | -2% | 1.2M | 98.70 |
|
| American Express Company (AXP) | 3.8 | $118M | -2% | 437k | 269.05 |
|
| TJX Companies (TJX) | 3.7 | $115M | -2% | 940k | 121.80 |
|
| Northrop Grumman Corporation (NOC) | 3.4 | $106M | -2% | 208k | 512.01 |
|
| Lowe's Companies (LOW) | 3.3 | $104M | -2% | 446k | 233.23 |
|
| Raytheon Technologies Corp (RTX) | 3.2 | $101M | -2% | 764k | 132.46 |
|
| L3harris Technologies (LHX) | 3.0 | $92M | -2% | 440k | 209.31 |
|
| Global Payments (GPN) | 2.7 | $85M | -2% | 872k | 97.92 |
|
| Pepsi (PEP) | 2.6 | $80M | -3% | 534k | 149.94 |
|
| Home Depot (HD) | 2.5 | $79M | -2% | 216k | 366.49 |
|
| Lockheed Martin Corporation (LMT) | 2.4 | $75M | -2% | 168k | 446.71 |
|
| Target Corporation (TGT) | 2.2 | $68M | -2% | 654k | 104.36 |
|
| Centene Corporation (CNC) | 2.0 | $63M | +588% | 1.0M | 60.71 |
|
Past Filings by Focused Investors
SEC 13F filings are viewable for Focused Investors going back to 2011
- 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
- Focused Investors 2021 Q3 filed Oct. 27, 2021
- Focused Investors 2021 Q2 filed Aug. 3, 2021