Focused Investors LLC
CIK: 0001426398SEC EDGAR →
Portfolio Value
$3.1B
Holdings
22
As of
Q4 2025
New Positions
22
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | The Goldman Sachs Group, Inc. | 278,300 | $244.6M | 7.79% |
| 2 | Morgan Stanley | 1,258,950 | $223.5M | 7.12% |
| 3 | Johnson & Johnson | 959,600 | $198.6M | 6.32% |
| 4 | The Cigna Group | 709,000 | $195.1M | 6.21% |
| 5 | Elevance Health, Inc. | 522,700 | $183.2M | 5.83% |
| 6 | The Walt Disney Company | 1,523,050 | $173.3M | 5.52% |
| 7 | UnitedHealth Group Inc. | 502,100 | $165.7M | 5.28% |
| 8 | American Express Co. | 434,550 | $160.8M | 5.12% |
| 9 | PepsiCo, Inc. | 1,100,750 | $158.0M | 5.03% |
| 10 | Microsoft Corp. | 306,600 | $148.3M | 4.72% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (22)
$244.6M · 278K shares
$223.5M · 1.3M shares
$198.6M · 960K shares
$195.1M · 709K shares
$183.2M · 523K shares
$173.3M · 1.5M shares
$165.7M · 502K shares
$160.8M · 435K shares
$158.0M · 1.1M shares
$148.3M · 307K shares
$143.8M · 936K shares
$139.4M · 760K shares
$138.9M · 481K shares
$128.3M · 437K shares
$127.5M · 417K shares
$118.4M · 208K shares
$113.2M · 1.5M shares
$107.4M · 445K shares
$80.8M · 167K shares
$73.2M · 213K shares
$66.9M · 343K shares
$52.0M · 1.3M shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 5 | $794.7M | 25.3% |
| Industrials | 6 | $719.1M | 22.9% |
| Consumer Cyclical | 4 | $452.0M | 14.4% |
| Financial Services | 2 | $405.4M | 12.9% |
| Unknown | 1 | $223.5M | 7.1% |
| Technology | 2 | $215.1M | 6.8% |
| Communication Services | 1 | $173.3M | 5.5% |
| Consumer Defensive | 1 | $158.0M | 5.0% |