Latest Focused Investors LLC Stock Portfolio
Focused Investors LLC Performance:
2026 Q1: -2.84%YTD: -2.84%2025: 5.77%
Performance for 2026 Q1 is -2.84%, and YTD is -2.84%, and 2025 is 5.77%.
About Focused Investors LLC and 13F Hedge Fund Stock Holdings
Focused Investors LLC is a hedge fund based in Los Angeles, CA. On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focused Investors LLC reported an equity portfolio of $3.1 Billions as of 31 Mar, 2026.
The top stock holdings of Focused Investors LLC are GS, JNJ, MS. The fund has invested 7.5% of it's portfolio in THE GOLDMAN SACHS GROUP, INC. and 7.4% of portfolio in JOHNSON & JOHNSON .
They significantly reduced their stock positions in L3HARRIS TECHNOLOGIES, INC. (LHX), RTX CORPORATION (RTX) and NORTHROP GRUMMAN CORPORATION (NOC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORPORATION (ORCL), MICROSOFT CORP. (MSFT) and THE WALT DISNEY COMPANY (DIS).
The top stock holdings of Focused Investors LLC are GS, JNJ, MS. The fund has invested 7.5% of it's portfolio in THE GOLDMAN SACHS GROUP, INC. and 7.4% of portfolio in JOHNSON & JOHNSON .
They significantly reduced their stock positions in L3HARRIS TECHNOLOGIES, INC. (LHX), RTX CORPORATION (RTX) and NORTHROP GRUMMAN CORPORATION (NOC). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORPORATION (ORCL), MICROSOFT CORP. (MSFT) and THE WALT DISNEY COMPANY (DIS).
Focused Investors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Focused Investors LLC made a return of -2.84% in the last quarter. In trailing 12 months, it's portfolio return was 3.22%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| oracle corporation | 79.9 |
| microsoft corp. | 56.36 |
| the walt disney company | 20.95 |
| american express co. | 15.63 |
Additions to existing portfolio by Focused Investors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| l3harris technologies, inc. | -28.12 |
| rtx corporation | -26.92 |
| northrop grumman corporation | -14.59 |
| the goldman sachs group, inc. | -2.59 |
| pepsico, inc. | -2.54 |
| lowe's companies, inc. | -2.49 |
| fedex corporation | -2.48 |
| the tjx companies, inc. | -2.48 |
Focused Investors LLC reduced stake in above stock
Sold off
Sector Distribution
Focused Investors LLC has about 24% of it's holdings in Healthcare sector.
- Healthcare
- Industrials
- Financial Services
- Consumer Cyclical
- Technology
- Communication Services
- Consumer Defensive
| Sector | % |
|---|---|
| Healthcare | 24 |
| Industrials | 22.7 |
| Financial Services | 19 |
| Consumer Cyclical | 14.4 |
| Technology | 8.7 |
| Communication Services | 5.8 |
| Consumer Defensive | 5.4 |
Market Cap. Distribution
Focused Investors LLC has about 95.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- NANO-CAP
| Category | % |
|---|---|
| MEGA-CAP | 54.7 |
| LARGE-CAP | 40.5 |
| NANO-CAP | 4.9 |
Stocks belong to which Index?
About 95.1% of the stocks held by Focused Investors LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 95.1 |
| Others | 4.9 |
Focused Investors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Focused Investors LLC
Focused Investors LLC has 22 stocks in it's portfolio. About 59.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Focused Investors LLC last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ANTX | elevance health, inc. | 4.85 | 509,800 | 149,244,000 | reduced | -2.47 | ||
| AXP | american express co. | 4.94 | 502,450 | 151,981,000 | added | 15.63 | ||
| CI | the cigna group | 6.06 | 698,200 | 186,245,000 | reduced | -1.52 | ||
| CNC | centene corporation | 1.31 | 1,233,150 | 40,373,300 | reduced | -2.47 | ||
| DIS | the walt disney company | 5.77 | 1,842,150 | 177,546,000 | added | 20.95 | ||
| FDX | fedex corporation | 5.43 | 468,900 | 167,013,000 | reduced | -2.48 | ||
| GPN | global payments inc. | 3.14 | 1,434,900 | 96,568,800 | reduced | -1.87 | ||
| GS | the goldman sachs group, inc. | 7.46 | 271,100 | 229,348,000 | reduced | -2.59 | ||
| HD | the home depot, inc. | 2.22 | 207,500 | 68,244,700 | reduced | -2.44 | ||
| JNJ | johnson & johnson | 7.44 | 935,900 | 228,771,000 | reduced | -2.47 | ||
| LHX | l3harris technologies, inc. | 3.53 | 314,250 | 108,463,000 | reduced | -28.12 | ||
| LMT | lockheed martin corp. | 3.20 | 163,000 | 98,515,600 | reduced | -2.45 | ||
| LOW | lowe's companies, inc. | 3.34 | 434,350 | 102,628,000 | reduced | -2.49 | ||
| MCD | mcdonald's corporation | 4.12 | 407,300 | 126,585,000 | reduced | -2.4 | ||
| MS | morgan stanley | 6.57 | 1,228,350 | 202,150,000 | reduced | -2.43 | ||
| MSFT | microsoft corp. | 5.77 | 479,400 | 177,460,000 | added | 56.36 | ||
| NOC | northrop grumman corporation | 3.94 | 177,400 | 121,029,000 | reduced | -14.59 | ||
| ORCL | oracle corporation | 2.95 | 617,150 | 90,788,900 | added | 79.9 | ||
| PEP | pepsico, inc. | 5.42 | 1,072,750 | 166,587,000 | reduced | -2.54 | ||
| RTX | rtx corporation | 3.48 | 555,450 | 107,146,000 | reduced | -26.92 | ||