Focused Investors LLC
13F Reported Value
ⓘ$3.1B
Holdings
22
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Focused Investors LLC disclosed 22 positions worth $3.1B in its Form 13F-HR for Q1 2026, led by $GS (GOLDMAN SACHS GROUP INC) at 7.5% of the equity portfolio, followed by $JNJ and $MS. The portfolio is most concentrated in Healthcare (24.0% of disclosed assets). All figures are sourced directly from Focused Investors LLC’s Form 13F-HR filing with the SEC under CIK 1426398.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$229.3M271,100 sh - 72.8#214
Quality
$228.8M935,900 sh - —
Quality
$202.1M1,228,350 sh - 66.8
Quality
$186.2M698,200 sh - 68.9
Quality
$177.5M1,842,150 sh - 83.7
Quality
$177.5M479,400 sh - 60.3
Quality
$167.0M468,900 sh - 62.7
Quality
$166.6M1,072,750 sh - 73.2
Quality
$152.0M502,450 sh - 59.4
Quality
$149.2M509,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GOLDMAN SACHS GROUP INC$GS | — | $229.3M | 271,100 |
 JOHNSON & JOHNSON$JNJ | 72.8#214 | $228.8M | 935,900 |
 MORGAN STANLEY$MS | — | $202.1M | 1,228,350 |
 Cigna Group$CI | 66.8 | $186.2M | 698,200 |
 Walt Disney Co$DIS | 68.9 | $177.5M | 1,842,150 |
 MICROSOFT CORP$MSFT | 83.7 | $177.5M | 479,400 |
 FEDEX CORP$FDX | 60.3 | $167.0M | 468,900 |
 PEPSICO INC$PEP | 62.7 | $166.6M | 1,072,750 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $152.0M | 502,450 |
 Elevance Health, Inc.$ELV | 59.4 | $149.2M | 509,800 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Focused Investors LLC's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Healthcare
$737.1M
Financials
$583.5M
Technology
$497.7M
Industrials
$469.2M
Consumer Discretionary
$443.3M
Communication Services
$177.5M
Consumer Staples
$166.6M
Full Holdings — Focused Investors LLC (Q1 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GS | GOLDMAN SACHS GROUP INC | $229.3M | 7.5% | -3% | — |
| 2 | $JNJ | JOHNSON & JOHNSON | $228.8M | 7.4% | -2% | 72.8 |
| 3 | $MS | MORGAN STANLEY | $202.1M | 6.6% | -2% | — |
| 4 | $CI | Cigna Group | $186.2M | 6.1% | -2% | 66.8 |
| 5 | $DIS | Walt Disney Co | $177.5M | 5.8% | +21% | 68.9 |
| 6 | $MSFT | MICROSOFT CORP | $177.5M | 5.8% | +56% | 83.7 |
| 7 | $FDX | FEDEX CORP | $167.0M | 5.4% | -2% | 60.3 |
| 8 | $PEP | PEPSICO INC | $166.6M | 5.4% | -3% | 62.7 |
| 9 | $AXP | AMERICAN EXPRESS CO | $152.0M | 4.9% | +16% | 73.2 |
| 10 | $ELV | Elevance Health, Inc. | $149.2M | 4.8% | -2% | 59.4 |
| 11 |  $TJX | TJX COMPANIES INC /DE/ | $145.8M | 4.7% | -2% | 70.7 |
| 12 |  $UNH | UNITEDHEALTH GROUP INC | $132.5M | 4.3% | -2% | 66.8 |
| 13 |  $MCD | MCDONALDS CORP | $126.6M | 4.1% | -2% | 73.9 |
| 14 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $121.0M | 3.9% | -15% | 60.5 |
| 15 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $108.5M | 3.5% | -28% | 66.5 |
| 16 |  $RTX | RTX Corp | $107.1M | 3.5% | -27% | 70 |
| 17 |  $LOW | LOWES COMPANIES INC | $102.6M | 3.3% | -2% | 63.5 |
| 18 |  $LMT | LOCKHEED MARTIN CORP | $98.5M | 3.2% | -2% | 65 |
| 19 |  $GPN | GLOBAL PAYMENTS INC | $96.6M | 3.1% | -2% | 42.9 |
| 20 |  $ORCL | ORACLE CORP | $90.8M | 3.0% | +80% | 67.2 |
| 21 |  $HD | HOME DEPOT, INC. | $68.2M | 2.2% | -2% | 69.2 |
| 22 |  $CNC | CENTENE CORP | $40.4M | 1.3% | -2% | 52.7 |
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