Latest Focused Investors LLC Stock Portfolio
Focused Investors LLC Performance:
2025 Q3: 6.05%YTD: 8.53%2024: 10.34%
Performance for 2025 Q3 is 6.05%, and YTD is 8.53%, and 2024 is 10.34%.
About Focused Investors LLC and 13F Hedge Fund Stock Holdings
Focused Investors LLC is a hedge fund based in LOS ANGELES, CA. On 08-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.2 Billions. In it's latest 13F Holdings report, Focused Investors LLC reported an equity portfolio of $3.3 Billions as of 30 Sep, 2025.
The top stock holdings of Focused Investors LLC are GS, CI, MS. The fund has invested 7% of it's portfolio in THE GOLDMAN SACHS GROUP, INC. and 6.4% of portfolio in THE CIGNA GROUP.
They significantly reduced their stock positions in ORACLE CORPORATION (ORCL) and MICROSOFT CORP. (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO, INC. (PEP), THE CIGNA GROUP (CI) and FISERV, INC..
The top stock holdings of Focused Investors LLC are GS, CI, MS. The fund has invested 7% of it's portfolio in THE GOLDMAN SACHS GROUP, INC. and 6.4% of portfolio in THE CIGNA GROUP.
They significantly reduced their stock positions in ORACLE CORPORATION (ORCL) and MICROSOFT CORP. (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO, INC. (PEP), THE CIGNA GROUP (CI) and FISERV, INC..
Focused Investors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Focused Investors LLC made a return of 6.05% in the last quarter. In trailing 12 months, it's portfolio return was 3.12%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| pepsico, inc. | 34.45 |
| the cigna group | 30.41 |
| fiserv, inc. | 22.5 |
| the walt disney company | 15.22 |
| the goldman sachs group, inc. | 5.65 |
| fedex corporation | 4.58 |
| lowe's companies, inc. | 4.53 |
| the tjx companies, inc. | 4.5 |
Additions to existing portfolio by Focused Investors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corporation | -61.08 |
| microsoft corp. | -0.09 |
Focused Investors LLC reduced stake in above stock
Sold off
Sector Distribution
Focused Investors LLC has about 24.2% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 24.2 |
| Industrials | 21.4 |
| Financial Services | 17.9 |
| Consumer Cyclical | 14.5 |
| Technology | 8 |
| Others | 6.2 |
| Communication Services | 4.7 |
| Consumer Defensive | 3.1 |
Market Cap. Distribution
Focused Investors LLC has about 93.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 68.9 |
| MEGA-CAP | 24.9 |
| UNALLOCATED | 6.2 |
Stocks belong to which Index?
About 93.8% of the stocks held by Focused Investors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 93.8 |
| Others | 6.2 |
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 23 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. ELV proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for Focused Investors LLC last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AXP | american express co. | 4.54 | 446,100 | 148,177,000 | added | 4.3 | ||
| CI | the cigna group | 6.44 | 729,950 | 210,408,000 | added | 30.41 | ||
| CNC | centene corporation | 1.42 | 1,299,200 | 46,355,500 | added | 3.94 | ||
| DIS | the walt disney company | 4.71 | 1,343,350 | 153,814,000 | added | 15.22 | ||
| ELV | elevance health, inc. | 5.31 | 536,600 | 173,386,000 | added | 4.21 | ||
| FDX | fedex corporation | 3.57 | 495,000 | 116,726,000 | added | 4.58 | ||
| GPN | global payments inc. | 3.06 | 1,204,800 | 100,095,000 | added | 3.16 | ||
| GS | the goldman sachs group, inc. | 7.02 | 288,000 | 229,349,000 | added | 5.65 | ||
| HD | the home depot, inc. | 2.73 | 220,250 | 89,243,100 | added | 4.11 | ||
| JNJ | johnson & johnson | 5.59 | 984,750 | 182,592,000 | added | 3.91 | ||
| LHX | l3harris technologies, inc. | 4.19 | 448,450 | 136,961,000 | added | 4.23 | ||
| LMT | lockheed martin corp. | 2.62 | 171,700 | 85,714,400 | added | 4.12 | ||
| LOW | lowe's companies, inc. | 3.51 | 456,700 | 114,773,000 | added | 4.53 | ||
| MCD | mcdonald's corporation | 3.99 | 428,850 | 130,323,000 | added | 4.41 | ||
| MS | morgan stanley | 6.33 | 1,301,500 | 206,886,000 | added | 4.13 | ||
| MSFT | microsoft corp. | 5.02 | 316,400 | 163,879,000 | reduced | -0.09 | ||
| NOC | northrop grumman corporation | 3.95 | 211,800 | 129,054,000 | added | 4.08 | ||
| ORCL | oracle corporation | 3.03 | 352,150 | 99,038,700 | reduced | -61.08 | ||
| PEP | pepsico, inc. | 3.07 | 714,650 | 100,365,000 | added | 34.45 | ||
| RTX | rtx corporation | 4.00 | 780,800 | 130,651,000 | added | 4.45 | ||