Latest Focused Investors LLC Stock Portfolio

$2.96Billion | No. of Holdings #23

Focused Investors LLC Performance

2026 Q2+5.16%

YTD+2.17%

2025+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 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focused Investors LLC reported an equity portfolio of $3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Focused Investors LLC are GS, MS, JNJ. The fund has invested 8.3% of it's portfolio in THE GOLDMAN SACHS GROUP, INC. and 7.8% of portfolio in MORGAN STANLEY . <br><br> The fund managers got completely rid off RTX CORPORATION (RTX) stocks. They significantly reduced their stock positions in THE CIGNA GROUP (CI), MORGAN STANLEY (MS) and THE GOLDMAN SACHS GROUP, INC. (GS). Focused Investors LLC opened new stock positions in MARSH & MCLENNAN COMPANIES, IN (MMC) and ACCENTURE PLC CLASS A (ACN).

Focused Investors LLC Equity Portfolio Value

Last Reported on: 28 Jul, 2026

$2.96Billion

as of Jul 28, 2026

Focused Investors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Focused Investors LLC made a return of 5.16% in the last quarter. In trailing 12 months, it's portfolio return was 7.68%.

Performance
S&P 500

New Buys

Ticker	$ Bought
marsh & mclennan companies, in	67,384,700
accenture plc class a	61,274,300

New stocks bought by Focused Investors LLC

Additions

No additions were made to existing positions by Focused Investors LLC

Reductions

Ticker	% Reduced
the cigna group	-10.36
morgan stanley	-10.12
the goldman sachs group, inc.	-10.00
lowe's companies, inc.	-9.99
mcdonald's corporation	-9.7
the walt disney company	-9.64
northrop grumman corporation	-9.64
oracle corporation	-9.62

Focused Investors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
rtx corporation	-107,146,000

Focused Investors LLC got rid off the above stocks

Sector Distribution

Focused Investors LLC has about 27.8% of it's holdings in Healthcare sector.

Healthcare
Financial Services
Industrials
Consumer Cyclical
Technology
Communication Services
Consumer Defensive

Sector	%
Healthcare	27.8
Financial Services	23.6
Industrials	15.8
Consumer Cyclical	12.7
Technology	10.3
Communication Services	5.4
Consumer Defensive	4.4

Market Cap. Distribution

Focused Investors LLC has about 94% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
NANO-CAP

Category	%
MEGA-CAP	53.1
LARGE-CAP	40.9
NANO-CAP	6

Stocks belong to which Index?

About 94% 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	94
Others	6

Top 5 Winners (%)		%
CNC	centene corporation	91.6 %
UNH	unitedhealth group inc.	51.1 %
ANTX	elevance health, inc.	30.6 %
MS	morgan stanley	25.6 %
GS	the goldman sachs group, inc.	18.6 %

Top 5 Winners ($)		$
UNH	unitedhealth group inc.	67.7 M
MS	morgan stanley	51.9 M
ANTX	elevance health, inc.	45.6 M
GS	the goldman sachs group, inc.	42.6 M
CNC	centene corporation	37.0 M

Top 5 Losers (%)		%
NOC	northrop grumman corporation	-24.1 %
LHX	l3harris technologies, inc.	-15.1 %
LMT	lockheed martin corp.	-15.0 %
MCD	mcdonald's corporation	-12.4 %
PEP	pepsico, inc.	-12.2 %

Top 5 Losers ($)		$
NOC	northrop grumman corporation	-29.2 M
PEP	pepsico, inc.	-20.3 M
FDX	fedex corporation	-19.2 M
LHX	l3harris technologies, inc.	-16.3 M
MCD	mcdonald's corporation	-15.7 M

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 62% of the portfolio is in top 10 stocks. NOC proved to be the most loss making stock for the portfolio. UNH was the most profitable stock for Focused Investors LLC last quarter.

$2.96BTotal Value

24.00Positions

28 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of Focused Investors LLC, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ACN Accenture Plc Class A Accenture Plc Class AACN Focused Investors LLC's holding in Accenture Plc Class A over time	2.07%	492,400	$61.27M 2.07%	new position

ANTX Elevance Health, Inc. Elevance Health, Inc.ANTX Focused Investors LLC's holding in Elevance Health, Inc. over time	6.03%	461,600	$178.51M 6.03%	decreased 9.45 percentreduced

AXP American Express Co. American Express Co. AXP Focused Investors LLC's holding in American Express Co. over time	5.2%	455,650	$154.12M 5.2%	decreased 9.31 percentreduced

CI The Cigna Group The Cigna GroupCI Focused Investors LLC's holding in The Cigna Group over time	5.82%	625,900	$172.55M 5.82%	decreased 10.36 percentreduced

CNC Centene Corporation Centene CorporationCNC Focused Investors LLC's holding in Centene Corporation over time	2.42%	1,117,750	$71.75M 2.42%	decreased 9.36 percentreduced

DIS The Walt Disney Company The Walt Disney CompanyDIS Focused Investors LLC's holding in The Walt Disney Company over time	5.41%	1,664,650	$160.22M 5.41%	decreased 9.64 percentreduced

FDX Fedex Corporation Fedex CorporationFDX Focused Investors LLC's holding in Fedex Corporation over time	4.49%	425,000	$133.08M 4.49%	decreased 9.36 percentreduced

GPN Global Payments Inc. Global Payments Inc.GPN Focused Investors LLC's holding in Global Payments Inc. over time	3.19%	1,300,800	$94.39M 3.19%	decreased 9.35 percentreduced

GS The Goldman Sachs Group, Inc. The Goldman Sachs Group, Inc.GS Focused Investors LLC's holding in The Goldman Sachs Group, Inc. over time	8.33%	244,000	$246.77M 8.33%	decreased 10 percentreduced

HD The Home Depot, Inc. The Home Depot, Inc.HD Focused Investors LLC's holding in The Home Depot, Inc. over time	2.24%	188,500	$66.48M 2.24%	decreased 9.16 percentreduced

JNJ Johnson & Johnson Johnson & Johnson JNJ Focused Investors LLC's holding in Johnson & Johnson over time	7.27%	847,800	$215.32M 7.27%	decreased 9.41 percentreduced

LHX L3harris Technologies, Inc. L3harris Technologies, Inc.LHX Focused Investors LLC's holding in L3harris Technologies, Inc. over time	2.79%	284,150	$82.57M 2.79%	decreased 9.58 percentreduced

LMT Lockheed Martin Corp. Lockheed Martin Corp.LMT Focused Investors LLC's holding in Lockheed Martin Corp. over time	2.54%	147,900	$75.35M 2.54%	decreased 9.26 percentreduced

LOW Lowe'S Companies, Inc. Lowe'S Companies, Inc.LOW Focused Investors LLC's holding in Lowe'S Companies, Inc. over time	2.91%	390,950	$86.20M 2.91%	decreased 9.99 percentreduced

MCD Mcdonald'S Corporation Mcdonald'S CorporationMCD Focused Investors LLC's holding in Mcdonald'S Corporation over time	3.36%	367,800	$99.42M 3.36%	decreased 9.7 percentreduced

MMC Marsh & Mclennan Companies, In Marsh & Mclennan Companies, InMMC Focused Investors LLC's holding in Marsh & Mclennan Companies, In over time	2.28%	404,300	$67.38M 2.28%	new position

MS Morgan Stanley Morgan Stanley MS Focused Investors LLC's holding in Morgan Stanley over time	7.79%	1,104,050	$230.79M 7.79%	decreased 10.12 percentreduced

MSFT Microsoft Corp. Microsoft Corp.MSFT Focused Investors LLC's holding in Microsoft Corp. over time	5.46%	433,700	$161.78M 5.46%	decreased 9.53 percentreduced

NOC Northrop Grumman Corporation Northrop Grumman CorporationNOC Focused Investors LLC's holding in Northrop Grumman Corporation over time	2.76%	160,300	$81.64M 2.76%	decreased 9.64 percentreduced

ORCL Oracle Corporation Oracle CorporationORCL Focused Investors LLC's holding in Oracle Corporation over time	2.76%	557,750	$81.74M 2.76%	decreased 9.62 percentreduced