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Focused Investors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1426398
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare27.8%$822.5M
  • Financials26.8%$793.5M
  • Technology15.8%$469.0M
  • Consumer Discretionary12.7%$377.1M
  • Industrials7.0%$208.4M
  • Communication Services5.4%$160.2M
  • Consumer Staples4.5%$131.7M

AUM History

13fpro.ai/research/fund/focused-investors-llc-1426398

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/focused-investors-llc-1426398

Focused Investors LLC 13F holdings — Q2 2026

$3.0B portfolio (-3.7% QoQ) · 23 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio

All holdings — Focused Investors LLC (Q2 2026)

23 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
PEP$PEPPEPSICO INC$131.7M-9%
TJX$TJXTJX COMPANIES INC /DE/$125.0M-10%
MCD$MCDMCDONALDS CORP$99.4M-10%
GPN$GPNGLOBAL PAYMENTS INC$94.4M-9%
LOW$LOWLOWES COMPANIES INC$86.2M-10%
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$82.6M-10%
ORCL$ORCLORACLE CORP$81.7M-10%
NOC$NOCNORTHROP GRUMMAN CORP /DE/$81.6M-10%
LMT$LMTLOCKHEED MARTIN CORP$75.3M-9%
CNC$CNCCENTENE CORP$71.7M-9%
MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$67.4MNew
HD$HDHOME DEPOT, INC.$66.5M-9%
ACN$ACNAccenture plc$61.3MNew

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 0 added to, 21 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$67.4M

    first bought this quarter

  • ACN$ACNAccenture plc$61.3M

    first bought this quarter

Added to (0)

No positions added to this quarter.

Trimmed (21)

  • GS$GSGOLDMAN SACHS GROUP INC-10%

    now $246.8M · held 10+ qtrs, 3 trims in a row

  • MS$MSMORGAN STANLEY-10%

    now $230.8M · held 10+ qtrs, 3 trims in a row

  • JNJ$JNJJOHNSON & JOHNSON-9%

    now $215.3M · held 10+ qtrs, 3 trims in a row

  • CI$CICigna Group-10%

    now $172.5M · held 10+ qtrs, 3 trims in a row

  • UNH$UNHUNITEDHEALTH GROUP INC-9%

    now $184.3M · held 10+ qtrs, 3 trims in a row

  • ELV$ELVElevance Health, Inc.-9%

    now $178.5M · held 10+ qtrs, 3 trims in a row

+15 more in the Excel export

Sold out (1)

  • RTX$RTXRTX Corpwas $107.1M

    held 9+ qtrs

Firm AUM (Form ADV): $3.3B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Focused Investors LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Focused Investors's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+0.7%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter; 17% over the last 4

Top 10 weight

62%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Focused Investors LLC disclosed 23 positions worth $3.0B in its Form 13F-HR for Q2 2026, led by $GS (GOLDMAN SACHS GROUP INC) at 8.3% of the equity portfolio, followed by $MS and $JNJ. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $MRSH and a full exit from $RTX. The portfolio is most concentrated in Healthcare (27.8% of disclosed assets). All figures are sourced directly from Focused Investors LLC’s Form 13F-HR filing with the SEC under CIK 1426398.

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AI-Powered Hedge Fund Analysis: Focused Investors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Focused Investors LLC (SEC CIK: 1426398), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Focused Investors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.