Focused Investors
Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, MS, JNJ, UNH, ELV, and represent 35.64% of Focused Investors's stock portfolio.
- Added to shares of these 2 stocks: MRSH (+$67M), ACN (+$61M).
- Started 2 new stock positions in MRSH, ACN.
- Reduced shares in these 10 stocks: RTX (-$107M), GS (-$27M), MS (-$26M), JNJ (-$22M), CI (-$20M), UNH (-$19M), ELV (-$19M), DIS (-$17M), MSFT (-$17M), AXP (-$16M).
- Sold out of its position in RTX.
- Focused Investors was a net seller of stock by $-281M.
- Focused Investors has $3.0B in assets under management (AUM), dropping by -3.66%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 8.3 | $247M | -9% | 244k | 1011.37 |
|
| Morgan Stanley (MS) | 7.8 | $231M | -10% | 1.1M | 209.04 |
|
| Johnson & Johnson (JNJ) | 7.3 | $215M | -9% | 848k | 253.97 |
|
| UnitedHealth (UNH) | 6.2 | $184M | -9% | 444k | 415.63 |
|
| Anthem (ELV) | 6.0 | $179M | -9% | 462k | 386.73 |
|
| Cigna Corp (CI) | 5.8 | $173M | -10% | 626k | 275.68 |
|
| Microsoft Corporation (MSFT) | 5.5 | $162M | -9% | 434k | 373.02 |
|
| Walt Disney Company (DIS) | 5.4 | $160M | -9% | 1.7M | 96.25 |
|
| American Express Company (AXP) | 5.2 | $154M | -9% | 456k | 338.25 |
|
| FedEx Corporation (FDX) | 4.5 | $133M | -9% | 425k | 313.13 |
|
| Pepsi (PEP) | 4.4 | $132M | -9% | 973k | 135.40 |
|
| TJX Companies (TJX) | 4.2 | $125M | -9% | 825k | 151.50 |
|
| McDonald's Corporation (MCD) | 3.4 | $99M | -9% | 368k | 270.31 |
|
| Global Payments (GPN) | 3.2 | $94M | -9% | 1.3M | 72.56 |
|
| Lowe's Companies (LOW) | 2.9 | $86M | -9% | 391k | 220.49 |
|
| L3harris Technologies (LHX) | 2.8 | $83M | -9% | 284k | 290.59 |
|
| Oracle Corporation (ORCL) | 2.8 | $82M | -9% | 558k | 146.55 |
|
| Northrop Grumman Corporation (NOC) | 2.8 | $82M | -9% | 160k | 509.31 |
|
| Lockheed Martin Corporation (LMT) | 2.5 | $75M | -9% | 148k | 509.46 |
|
| Centene Corporation (CNC) | 2.4 | $72M | -9% | 1.1M | 64.19 |
|
| Marsh & McLennan Companies (MRSH) | 2.3 | $67M | NEW | 404k | 166.67 |
|
| Home Depot (HD) | 2.2 | $67M | -9% | 189k | 352.68 |
|
| Accenture (ACN) | 2.1 | $61M | NEW | 492k | 124.44 |
|
Past Filings by Focused Investors
SEC 13F filings are viewable for Focused Investors going back to 2011
- Focused Investors 2026 Q2 filed July 28, 2026
- 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